China Auto: End Demand Remains Weak, Local Brands Start Outperforming
We revise our China's PV shipment estimate from a 8% yoy decline to a 9% yoy decline, taking into account slightly weaker than estimated PV demand...
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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...
477 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...
557 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...
512 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...
596 Views