How is China’s NEV industry faring as Covid wave sweeps country? CICC explains
Major automakers including BYD, Tesla, Nio, and Li Auto were relatively unaffected, as they all have a certain level of order backlog,…
Deutsche Bank: Nio has several potential positive developments going into year-end
"Going into year-end, we see several potential positive developments for Nio," said Deutsche Bank analyst Edison Yu.
Li Auto Q3 earnings: Deutsche Bank’s first look
The sharp decline in gross margin was due to a huge hit of $803 million from inventory provisioning and loss of purchase commitments related…
Li Auto to report Q3 earnings on Dec 9, what to watch?
"We expect a somewhat messy quarter due to accelerated phase-out of the Li ONE materially hurting margins," Deutsche Bank analyst Edison Yu's…
Xpeng has 99 problems but cash ain’t one, says Deutsche Bank
There are no major concerns about Xpeng regarding liquidity in the near term and there is still time to win back market share, according to…
Deutsche Bank China EV sales: Nio and Li Auto roar back on new product cycles
Fab 5 China EV sales came in stronger than expected as new product cycles at Li Auto and Nio really start to kick in, leading to record…
Nio, Xpeng, Li Auto see epic rally in US, what happened?
"We think a large part of the rally was caused by a short squeeze as investors were caught being too negative on the group given Covid and…
Xpeng Q3 earnings: Deutsche Bank’s first look
Xpeng delivered better-than-expected third-quarter operating results, accompanied by a slightly better-than-feared outlook.
Xpeng winning back demand could take several quarters, says Deutsche Bank
The key to Xpeng regaining relevance is winning back demand, and that could take several quarters, creating significant uncertainty heading into 2023.
Nio operational issues hinder sales, but the worse may finally be over, says Deutsche Bank
Edison Yu's team predicts Nio will deliver 13,500 units in November and 19,500 units in December.