Research Note
Deutsche Bank expects Nio to deliver 18,200 cars in Jun, Q2 volume in line with guidance
Nio's new order flow is estimated to be around 22,000 units as it extends its "demo car" discount in June, analysts at Deutsche Bank said, citing dealer feedback.
Nio Q1 2024 earnings: Deutsche Bank's 1st look
Nio reports generally solid first-quarter result and provided a better-than-expected second-quarter volume outlook, said Deutsche Bank.
Morgan Stanley cautions of possible new price competition following BYD's launch of 5th-gen DM tech and new models
“While new launches should boost wholesale volume, we would monitor whether it could spark another round of price competition,” Morgan Stanley said.
Xpeng Q1 2024 earnings: Deutsche Bank's 1st look
"XPeng delivered 1Q24 earnings upside driven by earlier-than-expected recognition of high-margin VW tech and service revenue; 2Q24 volume outlook also came in better than feared," Deutsche Bank said.
Li Auto Q1 2024 earnings: Deutsche Bank's 1st look
"Li Auto delivered mostly in-line 1Q24 earnings results and 2Q24's volume outlook bracketed our forecast but pricing pressure appears much worse than anticipated," said Deutsche Bank.
Onvo L60 likely to help Nio top 20,000 unit monthly sales, says Deutsche Bank
Deutsche Bank expects the Nio main brand and the Onvo brand to launch a total of six new products in 2025, realizing 300,000 unit sales.
Li L6 to be Li Auto sales growth driver, but will face stiff competition, says Deutsche Bank
The Li L6 will be the biggest driver of Li Auto's sales growth this year, but the segment is highly competitive due to the natural effect of falling price ranges, says Deutsche Bank.
Xiaomi exec disputes Citi's forecast for Xiaomi EV sales in 2024
Citi analysts in a research note earlier this month expected the SU7 to deliver around 55,000 to 70,000 units for the full year.
Morgan Stanley says Xiaomi EV's disruptive force unfolding, explains impact on other EV startups
Xiaomi EV's impact on EV startup shares may be relatively minor at this point, as more meaningful volume upside still comes from internal combustion engine vehicle replacement, Morgan Stanley said.
Xpeng Q4 2023 earnings: Deutsche Bank's 1st look
Xpeng delivered solid fourth-quarter earnings although the guidance came in soft, said Deutsche Bank.
