Research Note
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CICC says battery swap model has broad growth prospects
According to CICC, a daily service count of 100 may be the break-even point for swap station operators, and a daily service of more than 160 would allow them to make good profits.
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'Delisting fears taking over', Deutsche Bank explains what to watch
The law isn't a new development, and stocks generally shrug off the news after each "new cycle," according to Edison Yu's team.
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Deutsche Bank's first look on Li Auto's Q3 earnings report
Deutsche Bank's Edison Yu's team sent their first look to investors following Li Auto's third-quarter report.
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Daiwa Securities raises price target on Xpeng HK shares from HK$209 to HK$231
Daiwa Securities raised their forecast for Xpeng's vehicle deliveries next year from 90,000 units to 185,000 units.
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CICC raises Xpeng price target to $69 from $60
CICC is bullish on Xpeng's room for new model sales to exceed expectations, and the potential for improved profitability from technology advantages.
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How to understand Xpeng's Q3 earnings? Here's Deutsche Bank's first look
December can at least come close to hitting the 15,000 target Xpeng management had previously laid out for peak 4Q monthly volume.
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Citi says Nio stock oversold, maintains $87 price target
Nio has a strong product cycle in 2022, including three new models and three face-lifts to be launched, Citi said.
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Soochow Securities initiates coverage on Li Auto with Buy rating
Soochow Securities believes Li Auto's unique product positioning should allow it to enjoy a higher valuation premium than its peers.
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Daiwa Securities raises price target on BYD's HK shares from HK$382 to HK$435
Daiwa Securities is bullish on BYD's strong new energy vehicle new product pipeline and reliable external battery shipment outlook.
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Deutsche Bank updates Catalyst Call on Nio, says investor sentiment should be close to bottoming
Edison Yu's team believes investor sentiment should be close to bottoming for several reasons.









