Deutsche Bank says ET5 will materially expand Nio’s vehicle reach
Edison Yu's team expects Nio ET5 deliveries to likely be just 9,000 units next year, with that number expected to rise to 65,000 units in 2023…
Deutsche Bank expects BEV sales in China to reach 5 million units next year
Edison Yu's team expects China's BEV penetration to be more than 40 percent by 2025, equivalent to about 10 million units.
Deutsche Bank ups Li Auto price target to $34, maintains Hold rating
Edison Yu's team updated their sales forecast for Li Auto in 2022, expecting the company to deliver an average of 10,000 Li ONEs per month and…
CICC says battery swap model has broad growth prospects
According to CICC, a daily service count of 100 may be the break-even point for swap station operators, and a daily service of more than 160…
‘Delisting fears taking over’, Deutsche Bank explains what to watch
The law isn't a new development, and stocks generally shrug off the news after each "new cycle," according to Edison Yu's team.
CITIC Securities expects high boom for China’s new carmakers to continue in next two months
CITIC Securities expects sales of Nio, Xpeng and Li Auto to reach 162,000, 200,000 and 147,000 units, respectively, in 2022.
Daiwa Securities raises price target on Xpeng HK shares from HK$209 to HK$231
Daiwa Securities raised their forecast for Xpeng's vehicle deliveries next year from 90,000 units to 185,000 units.
CICC raises Xpeng price target to $69 from $60
CICC is bullish on Xpeng's room for new model sales to exceed expectations, and the potential for improved profitability from technology advantages.
Deutsche Bank says robotaxi could unlock material optionality for Xpeng stock
"Stock-wise, we think this may unlock a lever of optionality if Xpeng can gain some credibility in respect to this endeavor," Edison Yu's team said.
Citi says Nio stock oversold, maintains $87 price target
Nio has a strong product cycle in 2022, including three new models and three face-lifts to be launched, Citi said.