Categories
China Electric eMobility eV Nio NIO Stock Research Note

Goldman Sachs raises Nio price target on improved model competitiveness and sales

Goldman Sachs' previous price target for Nio had already been significantly below the current stock price.

For details, please visit CnEVPost.

Categories
BEV China Electric eMobility eV Insights Nio NIO ES8 Research Note SUV

Deutsche Bank expects new ES8 sales to average around 3,000 units per month on competitive pricing

If achieved, this would mean that ES8 monthly sales could return to historical highs for a considerable period of time.

For details, please visit CnEVPost.

Categories
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.

Categories
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.

For details, please visit CnEVPost.

Categories
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.

Categories
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.

Categories
China Electric eMobility eV Nio Research Note Xiaomi

Analysts raise ‘5 big conjectures for 2025’, ‘Xiaomi acquiring Nio’ included

A Nio executive quoted the report's authors as saying it was their internal sharing of their recognition of the Nio brand and the battery swap model.

For details, please visit CnEVPost.

Categories
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.

Categories
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.

Categories
China Electric eMobility eV Nio Product Plans Research Note

Nio management reveals 2025 product roadmap in communication with Goldman Sachs

The Onvo sub-brand will launch two SUVs in the second half of 2025, and the Nio brand's facelifted models will have larger sizes, lower costs, and more LiDARs, according to Goldman Sachs.

For details, please visit CnEVPost.