China's Auto Sales Decelerated Further in May; New Energy Policy Adds Extra Costs to All Auto OEMs
Last month/May 2017, Auto retail, wholesale, production in China grew 1%, -2%, and 2% year-over-year, respectively, reflecting a further decline...
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Potential Regulatory Changes in China Could Be Hugely Beneficial For Foreign Automakers
Foreign automakers are still restricted by a 50% ownership limit in auto production JVs in China, as well as by a limit of two joint ventures per...
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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...
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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...
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China Auto Sales Sank in April
China auto sales April data came out lower than industry’s expectation, despite frequent promotions by the OEMs. Without major policy support for...
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