BYD's global deliveries could reach 6 million units by 2026, including about 1.5 million units in overseas markets, JPMorgan said.
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Category: Insights
A C-level change is rarely positive news, but Nio's recent solid operation should help ease market concerns, thus preventing any panic knee-jerk reaction, Morgan Stanley said.
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BYD's blended price rose 1 percent month-on-month in June, while those of Nio, Xpeng, and Li Auto remained stable.
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Nio's new order flow is estimated to be around 22,000 units as it extends its "demo car" discount in June, analysts at Deutsche Bank said, citing dealer feedback.
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Nio reports generally solid first-quarter result and provided a better-than-expected second-quarter volume outlook, said Deutsche Bank.
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“While new launches should boost wholesale volume, we would monitor whether it could spark another round of price competition,” Morgan Stanley said.
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"XPeng delivered 1Q24 earnings upside driven by earlier-than-expected recognition of high-margin VW tech and service revenue; 2Q24 volume outlook also came in better than feared," Deutsche Bank said.
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Li Auto's BEV endeavors appear to be facing structural challenges as transferring its EREV success to BEV is not so straightforward, Deutsche Bank said.
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"Li Auto delivered mostly in-line 1Q24 earnings results and 2Q24's volume outlook bracketed our forecast but pricing pressure appears much worse than anticipated," said Deutsche Bank.
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Deutsche Bank expects the Nio main brand and the Onvo brand to launch a total of six new products in 2025, realizing 300,000 unit sales.
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