China NEV: Channel Check Feedback Suggests NEV PV Sales Growth Might Turn Negative
Our channel check shows that major NEV suppliers would have their NEV profitability significantly eroded due to the loss of subsidies for at least...
603 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
IfĀ the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would beĀ deeper.Ā JV brands would be hurt...
666 Views
Changan Auto:Ā A Battle for Survival
With its key earnings contributor, Changan Ford, starting launching new models and introducing domestic produced Lincoln cars, Changan Auto's...
619 Views
China Auto: New Incentives Bring New Demand
A speech from Ministry of Commerce last week represented that China would introduce a few incentives to boost auto consumption soon. Among these...
704 Views
China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeperĀ than expected. However, as the new policy will take effect only on June...
659 Views