Deutsche Bank explains why they continue to be bullish on Nio
The team calls Nio management's long-term strategy the Blue Sky Blueprint, saying it will be a moat for the EV maker, though it's very costly…
Nio Q4 earnings: Deutsche Bank’s first look
"Even if we exclude these one-time headwinds, vehicle of margin of 13.5% would have been a miss and lowest since 2Q20," Deutsche Bank said.
Fitch expects China’s NEV sales to maintain strong growth, while ICE vehicle sales to decline
Fitch expects sales of passenger NEVs in China to grow by more than 30 percent in 2023, while ICE vehicles will decline by the low teens.
Deutsche Bank on China EV sales: Jan weak but price cuts should boost sales going forward
Deutsche Bank expects the latest round of price cuts to spur a big rebound in EV orders, with at least eight automakers already offering some…
CICC expects China NEV sales to reach 1.5 million in Q1, with Jan as recent low point
CICC expects the first quarter to contribute 15.7 percent of China's 2023 NEV sales, with 20.7 percent, 27.6 percent and 35.9 percent from the…
Deutsche Bank on China EV market: Jan looking soft as expected
China EV stocks are up an average of 20 percent year-to-date but have underperformed China tech ADRs since December, likely due to investor…
China EV market getting through rough patch and should return to normal trend growth by spring, says Deutsche Bank
On a full-year basis, the reopening of China will have a positive impact on consumer sentiment and should boost vehicle production and sales…
Goldman Sachs raises 2023 forecast for China auto sector to reflect faster-than-expected Covid reopening
After a disappointing 2022, some tailwinds will drive a recovery in retail sales and production in the Chinese auto sector in 2023, Goldman…
Deutsche Bank asks: Will Nio’s operational issues ever end?
"The short is answer is yes but we share investor frustration following the guidance cut last week," Edison Yu's team wrote.
Deutsche Bank on Dec China EV sales: Li Auto shines, Nio disappoints
Li Auto showed strong execution and sequential growth, while Zeekr's sales performance was the biggest positive surprise of last year, said…