Pouch-type ternary power battery cells saw the biggest drop, falling 7.3 percent to $0.51 per Wh in January, TrendForce said.
The post China power battery cell prices fall as much as 7% in Jan, TrendForce says appeared first on CnEVPost.
For more articles, please visit CnEVPost.
BYD's average profit per vehicle fell by about RMB 1,400 in the fourth quarter from the third quarter, mainly due to promotions through discounts and incentives offered to dealers, a team of analysts said.
The post Analysts explain why BYD's average profit per car fell in Q4 appeared first on CnEVPost.
For more articles, please visit CnEVPost.
China already has 10 GWh of capacity for solid-state batteries, with more than 128 GWh planned for medium-term capacity, CITIC Securities said.
The post China's solid-state battery planned capacity to exceed 128 GWh by 2025, analysts say appeared first on CnEVPost.
For more articles, please visit CnEVPost.
The Xpeng brand will have a total of 10 models based on the SEPA 2.0 platform, many of which will be launched in 2024-2025. The Mona project's A-class sedan is scheduled for launch in the second half of the year.
The post Xpeng has solid new models pipeline for 2024-2025, says BofA appeared first on CnEVPost.
For more articles, please visit CnEVPost.
The Xpeng brand will have a total of 10 models based on the SEPA 2.0 platform, many of which will be launched in 2024-2025. The Mona project's A-class sedan is scheduled for launch in the second half of the year.
The post Xpeng has solid new models pipeline for 2024-2025, says BofA appeared first on CnEVPost.
For more articles, please visit CnEVPost.
Xiaomi's EV business could have an intrinsic value of RMB 90 billion yuan if it scales up rapidly, Morgan Stanley said.
The post Xiaomi EV likely to be a disruptor, says Morgan Stanley appeared first on CnEVPost.
For more articles, please visit CnEVPost.
Nio has no new models in the first three quarters of 2024, sales growth is likely to be low, and it may need to offer price discounts for its existing models amid stiff competition, BofA said.
The post BofA downgrades rating on Nio to Neutral from Buy appeared first on CnEVPost.
For more articles, please visit CnEVPost.
Morgan Stanley cut its price targets on Nio and Xpeng, while raising its price target on Li Auto and maintaining its Overweight rating on them.
The post Morgan Stanley cuts earnings estimates across China's auto chain appeared first on CnEVPost.
For more articles, please visit CnEVPost.
Despite its early-mover advantage, Nio's growth momentum could remain soft on relatively fewer new model launches given its mature product portfolio vs. peers, Goldman Sachs said.
The post Goldman Sachs initiates coverage on Nio with Neutral rating appeared first on CnEVPost.
For more articles, please visit CnEVPost.
Pricing for the Xpeng X9 has been more aggressive than expected, and volume could go upside in the first half of 2024, said Deutsche Bank.
The post X9 set to lift Xpeng's volume and gross margin, says Deutsche Bank appeared first on CnEVPost.
For more articles, please visit CnEVPost.