Xpeng delivered solid fourth-quarter earnings although the guidance came in soft, said Deutsche Bank.
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Category: Research Note
CATL shares surge after Morgan Stanley upgrade
Morgan Stanley said it sees multiple inflection points in CATL's fundamentals and upgraded the company to Overweight from Equal Weight.
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Nio Q4 earnings: Deutsche Bank’s 1st look
Nio reported mixed fourth-quarter results while providing a better than feared first-quarter outlook, said Deutsche Bank.
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Nio earnings preview: Here’s what to watch for Q4 2023 report
Focus will mostly be on the gross margin, and Nio management's guidance for first-quarter deliveries are expected to be weak.
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Li Auto Q4 earnings: Deutsche Bank’s 1st look
Li Auto reported strong fourth-quarter results and provided a better-than-expected outlook for first-quarter sales, Deutsche Bank said.
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China power battery cell prices fall as much as 7% in Jan, TrendForce says
Pouch-type ternary power battery cells saw the biggest drop, falling 7.3 percent to $0.51 per Wh in January, TrendForce said.
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Analysts explain why BYD’s average profit per car fell in Q4
BYD's average profit per vehicle fell by about RMB 1,400 in the fourth quarter from the third quarter, mainly due to promotions through discounts and incentives offered to dealers, a team of analysts said.
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China’s solid-state battery planned capacity to exceed 128 GWh by 2025, analysts say
China already has 10 GWh of capacity for solid-state batteries, with more than 128 GWh planned for medium-term capacity, CITIC Securities said.
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Xpeng has solid new models pipeline for 2024-2025, says BofA
The Xpeng brand will have a total of 10 models based on the SEPA 2.0 platform, many of which will be launched in 2024-2025. The Mona project's A-class sedan is scheduled for launch in the second half of the year.
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Xiaomi EV likely to be a disruptor, says Morgan Stanley
Xiaomi's EV business could have an intrinsic value of RMB 90 billion yuan if it scales up rapidly, Morgan Stanley said.
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