bearish
China NEV: Channel Check Feedback Suggests NEV PV Sales Growth Might Turn Negative
455 Views26 Jul 2019 04:08
Our channel check shows that major NEV suppliers would have their NEV profitability significantly eroded due to the loss of subsidies for at least...
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Victoria Li
China Specialist, Auto and Industrial Specialist
- Byd (1211.HK): Low Battery, Net Loss Expected in 2H201912 Oct 2019
- China Auto: Tailwind Is Coming? Not Yet!04 Sep 2019
- China Auto: July NEV PV Sales Declined, Earlier than Expected14 Aug 2019
- China NEV: Channel Check Feedback Suggests NEV PV Sales Growth Might Turn Negative26 Jul 2019
- China NEV: Subsidy Cut Deeper than Expected, Avoid BYD30 Mar 2019
- BYD: Endless Darkness30 Jan 2019
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