Insights

2 Min Read

onAugust 22, 2022

Nio pushing forward overseas an underappreciated aspect of long-term growth prospects, says Deutsche Bank

Nio will host an official launch event in Europe in September or early October with founder, chairman and CEO William Li attending in person,…

Li Auto

3 Min Read

RainMan

onAugust 17, 2022

Deutsche Bank cuts Li Auto price target further to $28, citing long-term prospect concerns

Li Auto's management could achieve its goal of transitioning from EREV to BEV, but the road ahead could get much rockier, said Edison Yu's team.

Xpeng

2 Min Read

RainMan

onAugust 17, 2022

Morgan Stanley on Xpeng S4 supercharger: High-power charging race has begun in China

The growing number of models that support high-power charging will drive the adoption of EVs to a critical mass, which could double the speed…

Li Auto

2 Min Read

RainMan

onAugust 16, 2022

Li Auto Q2 earnings: Deutsche Bank’s first look

While Li Auto management continues to believe that the new flagship full-size L9 SUV will sell very well, near-term demand for the Li ONE has…

Xpeng

3 Min Read

RainMan

onAugust 12, 2022

Xpeng Q2 earnings preview: Deutsche Bank expects weak quarter, cuts price target

Edison Yu's team expects Xpeng deliveries to trend toward the weaker side in August, with no significant recovery until the fourth quarter…

Xpeng

3 Min Read

RainMan

onAugust 12, 2022

G9 will be key catalyst for Xpeng stock in H2, Morgan Stanley says

Pricing information for the Xpeng G9 has yet to be released, and analysts at Morgan Stanley believe that will be the most important factor for…

Li Auto

3 Min Read

RainMan

onAugust 9, 2022

Deutsche Bank ups Li Auto price target to $30 while providing Q2 earnings preview

Deutsche Bank raised its forecast for Li Auto's deliveries this year to 160,000 units from 155,000, but believes the company could face some…

3 Min Read

RainMan

onAugust 2, 2022

Deutsche Bank on China EV sales: July under pressure

Edison Yu's team sees a strong rebound for Nio in the next few months as it works through a casting parts issue.

Industry News

2 Min Read

RainMan

onJuly 20, 2022

China’s NEV industry currently immune to inflation, analysts say

High oil prices are helping NEVs replace ICE vehicles, and the latter have more raw material costs including copper and aluminum.

Tesla

2 Min Read

RainMan

onJuly 18, 2022

CITIC Securities dismantles Tesla Model 3 to ‘observe EV trends’

In a 94-page report, CITIC Securities shows the entire process of dismantling a Tesla Model 3.

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