Smart and Sustainable Electric Mobility
Battery-grade lithium carbonate prices are still sinking, but lithium suppliers have begun to cut production and the market is looking forward to the September-October demand season, TrendForce said.
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EV sales generally surprised to the upside in August as new product cycles continue to garner robust demand, according to Edison Yu's team.
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Deutsche Bank says Nio's third-quarter delivery guidance is below their expectations, which could mean that new order flow will be hard to sustain after the initial surge.
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The key to the deal is that Xpeng can get more sales by tapping into Didi's massive network of 19 million drivers in China, Deutsche Bank said.
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Nio's overall order intake peaked in July after a significant price cut in June, according to Morgan Stanley.
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Shares of Xpeng have given up the entire rally that followed the Volkswagen announcement, suggesting that the markets are missing the forest for the trees, Deutsche Bank said.
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Xpeng reported second-quarter earnings today, and Deutsche Bank analyst Edison Yu's team provided their first impressions.
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Nio's vehicle deliveries in August and September are expected to be 20,000-21,000 units per month due to auto parts constraints, but parts supply will improve in the fourth quarter, BofA said.
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Nio's effective pricing adjustments and more models offered to the market have driven solid sales, BofA said.
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Deutsche Bank expects Xpeng to report mixed results for the second quarter, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order book.
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