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CnEVPost Newsletter: Analysts' views on VW-Xpeng deal

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CnEVPost Newsletter: Analysts' views on VW-Xpeng deal

Jul 27, 2023
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CnEVPost Newsletter: Analysts' views on VW-Xpeng deal

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Deutsche Bank on VW-Xpeng deal: Deep collaboration increasingly necessary in China's competitive auto market

It's another sign that China's auto industry is changing rapidly and becoming hyper competitive, forcing major changes at traditional OEMs, Edison Yu's team said.


VW deal marks time for 'Xpeng Inside', says Morgan Stanley

Volkswagen's deal with Xpeng could be the first of many strategic partnerships between global automakers and Chinese EV startups, Morgan Stanley said.


VW deal sends Xpeng shares surging, but why does Nio also jump?

While Xpeng surged 26.69 percent in the US, Nio also rose 10.58 percent, Li Auto was up only a modest 3.56 percent -- why?


Xpeng CEO, Volkswagen China chief explain what's behind their landmark deal

Xpeng CEO said he looks forward to working with Volkswagen to bring the best technology and products to the world. Volkswagen China CEO said the two share a common vision for the future of mobility.


Li Auto to report Q2 earnings on Aug 8

Li Auto delivered 86,533 vehicles in the second quarter, exceeding the upper end of its guidance range of 76,000 to 81,000 vehicles.


BMW China team launches local R&D for L3 autonomous driving

BMW will be fully prepared for the future adaptation and application of L3 autonomous driving features in China in accordance with local regulatory requirements, it said.


Great Wall's Ora brand begins taking pre-orders for Funky Cat EV in Brazil

Pricing for the Ora Funky Cat in Brazil will be announced in August, and deliveries will begin in October.


Evergrande's NEV unit sees loss drop 51% in 2022, but still $3.9 billion

Evergrande NEV earns RMB 130 million in 2022 from its main operations, well below RMB 2.5 billion in 2022 and RMB 15.5 billion in 2020.


Eve Energy to build battery production base in Thailand

Eve Energy will set up a joint venture in Thailand under which it will build a battery production base with a capacity of at least 6 GWh.


Sunwoda to build $270 million power battery plant in Hungary

The investment is to further improve the company's business layout, serve international customers and expand overseas business, Sunwoda said.


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