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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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China Electric eMobility eV Research Note Xiaomi Xiaomi SU7

Xiaomi exec disputes Citi’s forecast for Xiaomi EV sales in 2024

Citi analysts in a research note earlier this month expected the SU7 to deliver around 55,000 to 70,000 units for the full year.

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China Electric eMobility eV Research Note Xiaomi Xiaomi SU7

Morgan Stanley says Xiaomi EV’s disruptive force unfolding, explains impact on other EV startups

Xiaomi EV's impact on EV startup shares may be relatively minor at this point, as more meaningful volume upside still comes from internal combustion engine vehicle replacement, Morgan Stanley said.

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China Earnings Electric eMobility eV Research Note XPeng

Xpeng Q4 2023 earnings: Deutsche Bank’s 1st look

Xpeng delivered solid fourth-quarter earnings although the guidance came in soft, said Deutsche Bank.

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CATL China Electric eMobility eV Research Note

CATL shares surge after Morgan Stanley upgrade

Morgan Stanley said it sees multiple inflection points in CATL's fundamentals and upgraded the company to Overweight from Equal Weight.

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China Earnings Electric eMobility eV Nio Research Note

Nio Q4 earnings: Deutsche Bank’s 1st look

Nio reported mixed fourth-quarter results while providing a better than feared first-quarter outlook, said Deutsche Bank.

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China Earnings Earnings Preview Electric eMobility eV Nio Research Note

Nio earnings preview: Here’s what to watch for Q4 2023 report

Focus will mostly be on the gross margin, and Nio management's guidance for first-quarter deliveries are expected to be weak.

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China Earnings Electric eMobility eV Li Auto Research Note

Li Auto Q4 earnings: Deutsche Bank’s 1st look

Li Auto reported strong fourth-quarter results and provided a better-than-expected outlook for first-quarter sales, Deutsche Bank said.

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