Nio gross margin to get some fix in Q3, says Soochow Securities
Nio's NT 2.0 platform-based SUV ES7 started deliveries in August, while orders following the previous price hike started deliveries in the…
Deutsche Bank says these two factors will drive Nio’s outperformance
Nio ET5 has received an overwhelmingly positive initial reception, while sales of older models -- ES8, ES6, EC6 -- have not been significantly…
Nio expected to see rapid delivery growth as it transitions to new models, analyst says
Xpeng and Li Auto are currently in a period of transition between old and new products, and sales performance will be under pressure in the…
Nio Q2 earnings: Here’s Deutsche Bank’s first look
The earnings report represents the final reset of numbers before the long-awaited product supercycle takes off and Nio can finally demonstrate…
China’s NEV sales expected to exceed 10 million in 2023, analysts say
This would include 6.99 million BEVs and 3.37 million PHEVs, according to a team of local analysts.
China EV sales: Better than feared but new concerns emerging
The delivery numbers themselves don't have any major negative surprises, but other developments are hurting stocks, including the Nvidia chip…
BYD earnings beat expectations, here’s what analysts say
An increase in vehicle prices and an upward pivot in its product sales mix are seen as the main reasons why BYD beat earnings estimates in the…
Nio Q2 earnings preview: Will this be last reset before product supercycle hits full stride?
Edison Yu's reiterated Nio as their top pick for China electric vehicles and kept Buy rating for the stock.
Deutsche Bank cuts Xpeng price target to $33, citing painful strategic transition
Yu's team maintained its Buy rating on Xpeng, saying they believe Xpeng's assisted driving technology is undervalued over the long term.
Xpeng’s weak Q3 outlook suggests further demand deterioration, says Deutsche Bank
"Even if we embed some degree of conservatism, this suggests further demand deterioration in Aug/Sep on a sequential basis."