BYD Update => Three Local Governments Withdrew from BYD Auto's Monorail Projects
Monorail faces local government push back: Subways remain the preferred infrastructure of choice for public and intercity transportation, despite...
239 Views
Renesas Electronics: Better Positioned for Autonomous/Assisted Driving than XEV
Shareholders of Renesas Electronics Corp (6723 JP) are selling c.US$3bn of shares. Our fellow insight provider Mio Kato, CFA has written a detailed...
391 Views
China Auto - First Decline in Auto Production in 19 Months, Only a First Step Towards Normalisation
The hangover of the 2015-16 purchase tax rebate for vehicles <1.6L and the subsequent 16%y/y growth in sales in China autos is still...
194 Views
Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
262 Views
China Auto- Dealer Channel Check: End Demand in March Weaker than Expected, Destocking Needed
Retail sales of China's passenger vehicles would probably decline y-y again in March, after a 2% y-y decline in 2M2017. Our channel checks with...
203 Views