China NEV: Channel Check Feedback Suggests NEV PV Sales Growth Might Turn Negative
Our channel check shows that major NEV suppliers would have their NEV profitability significantly eroded due to the loss of subsidies for at least...
464 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
548 Views
Changan Auto: A Battle for Survival
With its key earnings contributor, Changan Ford, starting launching new models and introducing domestic produced Lincoln cars, Changan Auto's...
508 Views
[Blue Lotus Daily]: 1211HK/XPEV/NIO/LI/000625 CH/0175 HK/601127 CH/9863 HK/9926 HK/ACMR
Hyper Auto announces free charging for owners；Akeso submits new indication application for Cardonilimab BsAb treatment of gastric cancer;ACM...
66 Views
China Auto: New Incentives Bring New Demand
A speech from Ministry of Commerce last week represented that China would introduce a few incentives to boost auto consumption soon. Among these...
586 Views