bullish

China NEV Outlook: Life After Subsidies Is Still Beautiful

274 Views30 Nov 2022 05:15
Despite the remaining EV subsidies finishing next year, we expect demand to be relatively unimpacted. Battery supply issues should be eased with Covid lockdowns easing and new capacity expansions.
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Victoria Li
China Specialist, Auto and Industrial Specialist
ChinaConsumer Discretionary & IndustrialsEquity Bottom-UpThematic (Sector/Industry)
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