Takeaways From Exclusive Interview with Local Government Re TSLA Shanghai Factory
We met with the Head of the Investment Group at the Shanghai Lingang Government on Monday to better understand the development and funding status...
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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...
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China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
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CIMC Vehicles Group IPO: A Reasonable Valuation
CIMC Vehicle Group Co Ltd (1706044D HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK) (63% shareholder), is the largest...
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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...
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