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China Electric eMobility eV Insights Nio Nio Onvo Onvo L60 Research Note

Onvo L60 success paves way for Nio brand revival, says Deutsche Bank

That's because all upcoming Nio-branded products will come from NT 3.0 technology, which not only offers superior performance but also outstanding cost savings, Deutsche Bank said.

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China Electric eMobility eV Insights Nio Nio Onvo Research Note

Deutsche Bank expects Nio to launch 6 new products and achieve 330,000 unit sales in 2025

Deutsche Bank expects the Nio main brand to launch four new products and sub-brand Onvo to launch two new products in 2025.

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BYD BYD Global China Electric eMobility eV Insights Research Note

JP Morgan expects BYD to reach 6 million global deliveries by 2026

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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BYD China Deliveries Electric eMobility eV Insights Li Auto Nio Order Intake Research Note Tesla XPeng Zeekr

Deutsche Bank expects Nio to deliver 18,200 cars in Jun, Q2 volume in line with guidance

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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China Earnings Electric eMobility eV Insights Nio Research Note

Nio Q1 2024 earnings: Deutsche Bank’s 1st look

Nio reports generally solid first-quarter result and provided a better-than-expected second-quarter volume outlook, said Deutsche Bank.

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BYD BYD Qin L BYD Seal 06 China Electric eMobility eV Insights New EV Model Research Note

Morgan Stanley cautions of possible new price competition following BYD’s launch of 5th-gen DM tech and new models

“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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China Earnings Electric eMobility eV Insights Research Note XPeng

Xpeng Q1 2024 earnings: Deutsche Bank’s 1st look

"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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China Earnings Electric eMobility eV Insights Li Auto Research Note

Li Auto Q1 2024 earnings: Deutsche Bank’s 1st look

"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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China Electric eMobility eV Insights Nio Nio Onvo Onvo L60 Research Note

Onvo L60 likely to help Nio top 20,000 unit monthly sales, says Deutsche Bank

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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China Electric eMobility eV Insights Li Auto Li L6 New EV Model Research Note

Li L6 to be Li Auto sales growth driver, but will face stiff competition, says Deutsche Bank

The Li L6 will be the biggest driver of Li Auto's sales growth this year, but the segment is highly competitive due to the natural effect of falling price ranges, says Deutsche Bank.

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