Automotive

Date Report Title
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
July 24, 2015 July Bi-weekly Automotive Discount Monitor: SRR Discount Composite Moderated
July 10, 2015 July Bi-weekly Automotive Discount Monitor: SRR Discount Composite Accelerated
July 7, 2015 Automotive Sector Comment: Haval H6 Sales Decline Red Flag for China SUVs
June 27, 2015 TSLA China Update: 2Q15 Registrations Tracking -30% Q/Q; May registrations -9% m/m, lowest since September 2014
June 25, 2015 June Bi-weekly Automotive Discount Monitor: SRR Discount Composite Continued to Rise
June 11, 2015 June Bi-weekly Automotive Discount Monitor: SRR Discount Composite Continued To Rise
June 10, 2015 May 2015 Automotive Survey: May Survey Indicates Further Demand Moderation
May 28, 2015 May Bi-weekly Automotive Discount Monitor: SRR Discount Composite Resumed Rise
May 27, 2015 TSLA China Update: April 2015 Registrations + Channel Check Updates
May 15, 2015 May Bi-weekly Automotive Discount Monitor: SRR Discount Composite Stabilized
May 13, 2015 April 2015 Automotive Survey: April Trends Pulled Back
May 12, 2015 TSLA China Update: Step in the Right Direction
May 1, 2015 April Bi-weekly Automotive Discount Monitor: SRR Discount Continue To Rise
April 16, 2015 April Bi-weekly Automotive Discount Monitor: SRR Discount Resume Upward Trend
April 15, 2015 March 2015 Automotive Survey: 1Q15 Ended on Strong Note
April 2, 2015 April Bi-weekly Automotive Discount Monitor: SRR Discount Composite Ticked Down
March 19, 2015 March Bi-weekly Automotive Discount Monitor: SRR Discount Increased
March 12, 2015 February 2015 Automotive Survey: February survey index roughly stable
February 17, 2015 February Bi-weekly Automotive Discount Monitor: SRR Discount Increased Modestly
February 13, 2015 January 2015 Automotive Survey: January survey index flattish m/m
February 6, 2015 February Bi-weekly Automotive Discount Monitor: Automotive discounts on the rise in China