Automotive

Date Report Title
October 21, 2016 October Automotive Discount Monitor: Discounts Tick Up After Moderating for Two Months
October 17, 2016 3Q16 Automotive Survey: Strong quarter; Purchase tax cut expiry looms
October 13, 2016 China Autos: September Wholesale Sales OEM Breakdown
September 23, 2016 September Automotive Discount Monitor: SRR Discount Index Moderated
September 14, 2016 Mid 3Q16 Automotive Survey: 2017 outlook ticked down; Pricing pressures persisted
September 12, 2016 Autos: Walking Around the Chengdu Auto Show …
September 9, 2016 China Autos: August Wholesale Sales OEM Breakdown
August 18, 2016 August Automotive Discount Monitor: Signs of Stabilization in Discount Activity
August 15, 2016 Early 3Q16 Automotive Survey: Outlook cautious; Lowering to Negative
August 11, 2016 China Autos: July Wholesale Sales OEM Breakdown
July 29, 2016 TSLA China Update: 2Q16 Registrations +75% Y/Y; YTD +46%
July 21, 2016 July Automotive Discount Monitor: No Letup In Auto Discounts
July 15, 2016 2Q16 Automotive Survey: Strong quarter for sales; Caution on the outlook
July 12, 2016 China Autos: June Wholesale Sales OEM Breakdown
June 24, 2016 June Automotive Discount Monitor: Discounting Activity Accelerated
June 14, 2016 Mid 2Q16 Automotive Survey: Better month for sales, but outlook flat and pricing negative
June 13, 2016 China Autos: May Wholesale Sales OEM Breakdown
May 19, 2016 May Automotive Discount Monitor: Discounting Activity Continued to Trend Up
May 13, 2016 Early 2Q16 Automotive Survey: Mixed trends; Sales uptick, but promotions also rise
May 12, 2016 China Autos: April Wholesale Sales OEM Breakdown
May 3, 2016 On the Ground at the Beijing Auto Show …
April 22, 2016 April Automotive Discount Monitor: Discounting Activity Continued to Rise
April 18, 2016 1Q16 Automotive Survey: Signs of a peak in sales growth; Promotional activity up
April 12, 2016 China Autos: March Wholesale Sales OEM Breakdown
March 21, 2016 March Automotive Discount Monitor: Discounting Activity Higher Despite Strong Sales
March 15, 2016 Mid-1Q16 Automotive Survey: Volume outlook still solid; Pricing trends deteriorated; Lowering to Neutral
March 13, 2016 China Autos: February Wholesale Sales OEM Breakdown
February 19, 2016 February Automotive Discount Monitor: SRR Discount Composite Stable with Moving Parts
February 17, 2016 January PV Wholesale Sales Estimated +11.4% Y/Y
February 16, 2016 Early 1Q16 Automotive Survey: Positive sales continued, but dealers more cautious
January 19, 2016 January Automotive Discount Monitor: SRR Discount Composite Moderated
January 14, 2016 4Q15 Automotive Survey: Strong quarter; 2016 sales outlook ticked up; Pricing expectations improved
January 11, 2016 December PV Wholesale Sales Estimated +20.8% Y/Y
December 22, 2015 December Automotive Discount Monitor: SRR Discount Composite Stable
December 15, 2015 Mid-4Q15 Automotive Survey: 2016 sales outlook ticked up; Pricing expectations still negative
December 7, 2015 November PV Wholesale Sales Estimated +19.4% Y/Y
November 20, 2015 November Automotive Discount Monitor: SRR Discount Composite Ticked Down
November 16, 2015 Early-4Q15 Auto Survey: Supplier trends bounced back; 2016 sales outlook positive; Pricing negative
October 30, 2015 TSLA China: 3Q sales/registrations up Q/Q; Inventories too
October 16, 2015 October Automotive Discount Monitor: SRR Discount Composite Remained Stable
October 15, 2015 3Q15 Automotive Survey: Surveys indicated continued sales recovery; Pricing outlook negative
September 30, 2015 Stimulus Bolsters 2016 Growth Case
September 18, 2015 Walking Around Chengdu Auto Show: Show traffic + recent data points suggest soft patch, not recession; Competition the key risk
September 18, 2015 September Bi-weekly Automotive Discount Monitor: SRR Discount Composite Stabilized
September 16, 2015 Mid-3Q15 Automotive Survey: Mixed month; Quarter-to-date dealer trends stable sequentially, suppliers feel impact from summer shutdowns
September 4, 2015 September Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Ticked Down
August 21, 2015 August Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Down Slightly
August 14, 2015 July 2015 Automotive Survey
August 7, 2015 August Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Ticked Back Up
July 24, 2015 TSLA China Update: 2Q15 Registrations -30% Q/Q; Monthly registrations declined for third month in a row