Automotive

Date Report Title
April 4, 2017 China Autos: Weakest Start Since 2009; Risk of Negative Growth Under-appreciated; Red flags – registrations, inventories, promotions
March 29, 2017 March Automotive Discount Monitor: SRR March Auto Discount Sequential Change Index Jumps; Buick, Chevrolet discounts rose most; Roewe discounts moderated
March 15, 2017 Mid-1Q17 Automotive Survey: Mixed trends to start the year; Sales and foot traffic declined, but demand more resilient than feared
March 13, 2017 China Autos: February Wholesale Sales OEM Breakdown
February 28, 2017 February Automotive Discount Monitor: SRR Auto Discount Composite Ticks Up; SUV discounts at 1+ year high; Audi, Buick rose most; BYD, Ford lead declines
February 14, 2017 China Autos: January Wholesale Sales OEM Breakdown
January 24, 2017 TSLA 4Q16 Registrations Jump Over 300% Y/Y; 2016 +170%
January 20, 2017 January Automotive Discount Monitor: SRR Discount Index Ticked Back Up As Tax Incentive Reduced
January 17, 2017 4Q16 Automotive Survey: Strong sales boosted by pre-buy; 2017 outlook up on tax incentive extension
January 12, 2017 China Autos: December Wholesale Sales OEM Breakdown
December 23, 2016 December Automotive Discount Monitor: SRR Discount Index Ticked Down Amid Low Supply
December 15, 2016 Mid-4Q16 Automotive Survey: Pre-buy effect evident; Sales strong, but price pressure persists
December 15, 2016 It’s Official – Purchase Tax Cut Extended but Discount Lowered; 2018 Back to Normal
December 9, 2016 China Autos: November Wholesale Sales OEM Breakdown
December 1, 2016 Purchase Tax Cut Expiry Looming – Focusing On the Day After
November 18, 2016 November Automotive Discount Monitor: SRR Discount Index Slight Uptick in November
November 15, 2016 Early 4Q16 Automotive Survey: Continued strength in early 4Q16 as tax cut expiry looms
November 10, 2016 China Autos: October Wholesale Sales OEM Breakdown
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