Category: Research Note

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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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.

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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.

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