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Auto Show China Electric eMobility eV EV Industry Insights Research Note Shanghai Auto Show

Deutsche Bank on Shanghai auto show: Global brands fight back with Chinese NEV tech

China's smart NEV market has been dominated by local brands, but global auto brands have caught up, said Deutsche Bank.

For details, please visit CnEVPost.

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China Electric eMobility eV Insights Policy News Research Note tariffs US Tariffs

Analysts see limited impact of US tariffs on Chinese automakers

About 116,000 vehicles were exported from China to the US in 2024 and were dominated by US-branded models, analysts said.

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BYD China Electric eMobility eV Insights Tesla

BYD to overtake Tesla as global BEV leader for 1st time in 2025, says Counterpoint

Counterpoint highlighted BYD's tech leadership, vertically integrated production model, and the fact that Tesla is facing multiple challenges.

For details, please visit CnEVPost.

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Battery Swap China Electric eMobility eV Insights Nio Research Note

Analysts expect Nio’s battery swap business to break even by end of 2026

As Nio's car sales rise, battery swap services are expected to see rapid growth, analysts said.

For details, please visit CnEVPost.

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BYD BYD Global China Electric eMobility eV Insights Research Note Sales Target

JPMorgan raises 2026 sales forecast for BYD to 6.5 million from 6 million units

BYD could become the "Toyota" of the global EV market, said JPMorgan.

For details, please visit CnEVPost.

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China Electric eMobility eV Insights Research Note Xiaomi

Goldman Sachs expects Xiaomi to sell 350,000 EVs in 2025 and 655,000 in 2026

Goldman Sachs raised its EV sales forecast for Xiaomi, citing more favorable demand and manufacturing capacity outlook.

For details, please visit CnEVPost.

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BYD China Electric eMobility eV Insights Research Note

Deutsche Bank expects BYD to sell 5.52 million cars in 2025

Deutsche Bank forecasts the BYD brand to sell 5.1 million cars in 2025, Denza brand at 250,000 and Fang Cheng Bao at 160,000 cars.

For details, please visit CnEVPost.

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China China Auto Market China NEV Market Electric eMobility eV Insights Policy

China renews car trade-in subsidies, analysts see more benefit for lower-priced NEV makers

Deutsche Bank analysts expect the subsidies to drive full-year demand growth of 3 million units in 2025 and support double-digit growth in the second and third quarters.

For details, please visit CnEVPost.

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China Electric eMobility eV Insights Li Auto Nio XPeng

Deutsche Bank’s 2025 delivery estimates for Chinese EV trio: Nio 450,000, Xpeng 400,000, Li Auto 700,000

Deutsche Bank analysts expect deliveries to double in 2025 for both Nio and Xpeng, with Li Auto growing 40 percent.

For details, please visit CnEVPost.

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China Deliveries Electric eMobility eV EV Data Insights Monthly Data Nio

Deutsche Bank explains why Nio saw strong deliveries in Dec

More promotion boosted December deliveries of the Nio brand, while the increase of Onvo was due to improving supply, said analysts at Deutsche Bank.

For details, please visit CnEVPost.