Automotive

Date Report Title
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
December 19, 2021 2022 China Outlook for Industrials Mixed, but Risks Positively Biased; Favor Autos, Automation; Incrementally +ive Elevators, -ive Aero; Remain Cautious Machinery
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 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 25, 2020 China Automotive Market Pulse: Nov 2020 (Week 3)
November 19, 2020 China Automotive Market Pulse: Nov 2020 (Week 2)
November 17, 2020 China Autos: Oct 2020 Wholesale Sales OEM Breakdown
November 12, 2020 China Automotive Market Pulse: Nov 2020 (Week 1)
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 21, 2020 China Automotive Market Pulse: Oct 2020 (Week 3)
October 20, 2020 3Q20 Automotive Survey: Dealer sentiment at 14-quarter high; Outlook increased
October 15, 2020 China Autos: Sep 2020 Wholesale Sales OEM Breakdown
October 15, 2020 China Automotive Market Pulse: Oct 2020 (Week 2)
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 23, 2020 China Automotive Market Pulse: Sep 2020 (Week 3)
September 16, 2020 China Automotive Market Pulse: Sep 2020 (Week 2)
September 14, 2020 China Autos: Aug 2020 Wholesale Sales OEM Breakdown
September 10, 2020 China Automotive Market Pulse: Sep 2020 (Week 1)
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 26, 2020 China Automotive Market Pulse: Aug 2020 (Week 3)
August 19, 2020 China Automotive Market Pulse: Aug 2020 (Week 2)
August 13, 2020 China Autos: Jul 2020 Wholesale Sales OEM Breakdown
August 13, 2020 China Automotive Market Pulse: Aug 2020 (Week 1)
August 2, 2020 Auto Discount Monitor: Auto Discounts Continue to Rise at an Accelerated Pace; Chevrolet, Ford and Geely discounts rose most; Baojun discounts moderated
July 30, 2020 China Automotive Market Pulse: Jul 2020 (Week 4)
July 22, 2020 China Automotive Market Pulse: Jul 2020 (Week 3)
July 16, 2020 China Automotive Market Pulse: Jul 2020 (Week 2)
July 13, 2020 China Autos: Jun 2020 Wholesale Sales OEM Breakdown
July 1, 2020 Auto Discount Monitor: Auto Discounts Continued to Rise in June; Audi, Great Wall and Nissan discounts rose most; Roewe, BMW and Mercedes moderated most
July 1, 2020 China Automotive Market Pulse: Jun 2020 (Week 4)
June 24, 2020 China Automotive Market Pulse: Jun 2020 (Week 3)
June 17, 2020 China Automotive Market Pulse: Jun 2020 (Week 2)
June 12, 2020 China Autos: May 2020 Wholesale Sales OEM Breakdown
June 11, 2020 China Automotive Market Pulse: Jun 2020 (Week 1)
May 29, 2020 TSLA China: With Production Milestones On-Target to Ahead-of-Plan, Limited Supercharger Network an Under-Appreciated Overhang; Shifting to Neutral (from Positive)
May 27, 2020 China Automotive Market Pulse: May 2020 (Week 3)
May 20, 2020 China Automotive Market Pulse: May 2020 (Week 2)
May 14, 2020 China Autos (APTV, F, GM, BWA, LEA, etc): Probability for Positive 2Q Production Just Went Up; April Data Above Expectations; Production Recovery Sustainable; Top Picks APTV/F
May 13, 2020 China Automotive Market Pulse: May 2020 (Week 1)
May 13, 2020 China Autos: Apr 2020 Wholesale Sales OEM Breakdown
May 1, 2020 Auto Discount Monitor: Discounts Jump Most Since Pre-NS6 Transition; Geely, Chevrolet and Baojun discounts rose most; Audi and Volkswagen moderated
April 29, 2020 China Automotive Market Pulse: Apr 2020 (Week 4)
April 22, 2020 China Automotive Market Pulse: Apr 2020 (Week 3)
April 20, 2020 1Q20 Automotive Survey: Sales and outlook indexes at new lows amidst COVID-19; Stimulus to support 2H20 recovery