Research

Date Report Title
March 11, 2022 APAC Departures Deteriorate on China Domestic; Int’l Hits New Post-COVID High, but Still -80% from Pre-Pandemic
March 4, 2022 Auto Discount Monitor: Foreign Brands Drive Modest Increase in Auto Discounts
February 20, 2022 Early Read on Post-CNY Demand Below Expectations; Autos Hold Up, ICE Recaptures Share; Industry Sentiment Cautiously Optimistic on Stimulus Hopes
February 14, 2022 China emergency approval of Pfizer anti-viral drug probably most significant development from COVID perspective for China
January 31, 2022 SRR Dec China MMI (Macro Momentum Indicator) +6.3 vs. +7.7 (Nov) – Top Ten Observations + Monthly Flip Book
December 19, 2021 2022 China Outlook for Industrials Mixed, but Risks Positively Biased; Favor Autos, Automation; Incrementally +ive Elevators, -ive Aero; Remain Cautious Machinery
January 1, 2021 SRR Nov China MMI (Macro Momentum Indicator) +1.0 vs. +3.7 (Oct) – Top Ten Observations + Monthly Flip Book
December 31, 2020 Auto Discount Monitor: Auto Discounts Ticked Back Up in December; Hozon, Great Wall and Nissan discounts rose most; BMW and BAIC discounts moderated
December 23, 2020 China Automotive Market Pulse: Dec 2020 (Week 3)
December 16, 2020 China Automotive Market Pulse: Dec 2020 (Week 2)
December 13, 2020 Channel Checks and Highlights from the Week (2020 Week #50)
December 11, 2020 China Autos: Nov 2020 Wholesale Sales OEM Breakdown
December 10, 2020 China Automotive Market Pulse: Dec 2020 (Week 1)
December 1, 2020 Auto Discount Monitor: Auto Discounts Flat in November; Chery, Nissan and Great Wall discounts rose most; Geely, NIO and Baojun discounts moderated most
November 30, 2020 SRR December 2020 Calendar
November 29, 2020 SRR Oct China MMI (Macro Momentum Indicator) +3.7 vs. +3.3 (Sep) – Top Ten Observations + Monthly Flip Book
November 25, 2020 China Automotive Market Pulse: Nov 2020 (Week 3)
November 22, 2020 Channel Checks and Highlights from the Week (2020 Week #47)
November 19, 2020 China Automotive Market Pulse: Nov 2020 (Week 2)
November 17, 2020 China Autos: Oct 2020 Wholesale Sales OEM Breakdown
November 15, 2020 Channel Checks and Highlights from the Week (2020 Week #46)
November 12, 2020 China Automotive Market Pulse: Nov 2020 (Week 1)
November 9, 2020 Channel Checks and Highlights from the Week (2020 Week #45)
November 2, 2020 Auto Discount Monitor: Auto Discount Monitor Shows First Decline in Seven Months for Foreign Brands; Geely, Chevrolet and BYD discounts rose most; Baojun, Hongguang and BMW discounts moderated
October 27, 2020 SRR November 2020 Calendar
October 21, 2020 China Automotive Market Pulse: Oct 2020 (Week 3)
October 20, 2020 3Q20 Elevator Survey: Continued strength in orders; Pricing improved
October 20, 2020 3Q20 Industrial Survey: Recovery Momentum Picked Up; Few Downside Surprises Likely in Industrials; See Most Upside vs Expectations in Autos and Automation
October 20, 2020 3Q20 Automation Survey: Sales and orders tick higher; Improving outlook
October 20, 2020 3Q20 Commercial Vehicle Survey: Further sequential improvement for truck orders and outlook
October 20, 2020 3Q20 Automotive Survey: Dealer sentiment at 14-quarter high; Outlook increased
October 20, 2020 3Q20 Construction & Mining Equipment Survey: Continued strength in sales and orders; Pricing improved
October 15, 2020 China Autos: Sep 2020 Wholesale Sales OEM Breakdown
October 15, 2020 China Automotive Market Pulse: Oct 2020 (Week 2)
October 1, 2020 SRR Aug China MMI (Macro Momentum Indicator) +9.0 vs. +14.7 (Jul) – Top Ten Observations + Monthly Flip Book
September 30, 2020 Auto Discount Monitor: Auto Discounts Re-accelerated As Peak Season Competition Heats Up; Chevrolet, Geely and Ford discounts rose most; Mercedes, Baojun and BMW discounts moderated
September 30, 2020 China Automotive Market Pulse: Sep 2020 (Week 4)
September 29, 2020 SRR October 2020 Calendar
September 23, 2020 China Automotive Market Pulse: Sep 2020 (Week 3)
September 18, 2020 China Autos: Updates on the Ground; Mid-3Q20 Checks Better-than-Expected; Industrial Automation sentiment improving for 2021
September 16, 2020 China Automotive Market Pulse: Sep 2020 (Week 2)
September 14, 2020 China Autos: Aug 2020 Wholesale Sales OEM Breakdown
September 13, 2020 Channel Checks and Highlights from the Week (2020 Week #30)
September 10, 2020 China Automotive Market Pulse: Sep 2020 (Week 1)
September 6, 2020 Channel Checks and Highlights from the Week (2020 Week #29)
August 31, 2020 Auto Discount Monitor: Pace of Increase in Auto Discounts Moderated; Chevrolet, Geely and Audi discounts rose most; BYD, Mercedes and Hongguang discounts moderated; Higher discounts for foreign NEV models
August 31, 2020 SRR Jul China MMI (Macro Momentum Indicator) +16.3 vs. +22.7 (Jun) – Top Ten Observations + Monthly Flip Book
August 30, 2020 Channel Checks and Highlights from the Week (2020 Week #28)
August 27, 2020 SRR September 2020 Calendar
August 26, 2020 China Automotive Market Pulse: Aug 2020 (Week 3)