Category: 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.

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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.

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