Date |
Report Title |
April 13, 2020 |
China Autos: Mar 2020 Wholesale Sales OEM Breakdown |
April 13, 2020 |
China Automotive Market Pulse: Apr 2020 (Week 1) |
April 6, 2020 |
Channel Checks and Highlights from the Week (2020 Week #12) |
April 3, 2020 |
Auto Discount Monitor: SRR Auto Discount Index Jumped to 5-Month High; Geely, Hongguang and Baojun discounts rose most; Audi, Chevrolet and Nissan moderated most |
April 2, 2020 |
SRR Jan+Feb China MMI (Macro Momentum Indicator) -35.3 vs. +1.0 (Dec) – Top Ten Observations + Monthly Flip Book |
April 1, 2020 |
Construction Equipment Sector Comment: Checks Suggest Mar Excavator Sales Much Better than Expected; Estimating Mar Machine Hours >100 |
April 1, 2020 |
SRR April 2020 Calendar |
March 30, 2020 |
Channel Checks and Highlights from the Week (2020 Week #11) |
March 25, 2020 |
China Automotive Market Pulse: Mar 2020 (Week 3) |
March 19, 2020 |
China Automotive Market Pulse: Mar 2020 (Week 2) |
March 15, 2020 |
Channel Checks and Highlights from the Week (2020 Week #10) |
March 12, 2020 |
China Automotive Market Pulse: Mar 2020 (Week 1) |
March 11, 2020 |
China Autos: Feb 2020 Wholesale Sales OEM Breakdown |
March 8, 2020 |
Channel Checks and Highlights from the Week (2020 Week #9) |
March 6, 2020 |
China Automotive Market Pulse: Feb 2020 (Week 4) |
March 1, 2020 |
Channel Checks and Highlights from the Week (2020 Week #8) |
February 29, 2020 |
SRR March 2020 Calendar |
February 28, 2020 |
Auto Discount Monitor: SRR Auto Discount Index Increased Slightly in Feb; Baojun, Mercedes and Great Wall discounts rose most; Nissan, Chevrolet and Honda moderated most |
February 27, 2020 |
China Automotive Market Pulse: Feb 2020 (Week 3) |
February 24, 2020 |
COVID-19 Comment: COVID-19 Impact Under-Appreciated; Full Recoup Unlikely; Feb Auto/Excavator Sales Down 60-90%; 80-90% Excavator Fleet Still Idle |
February 24, 2020 |
Channel Checks and Highlights from the Week (2020 Week #7) |
February 21, 2020 |
China Automotive Market Pulse: Feb 2020 (Week 2) |
February 18, 2020 |
China Autos: Jan 2020 Wholesale Sales OEM Breakdown |
February 10, 2020 |
Channel Checks and Highlights from the Week (2020 Week #5) |
February 4, 2020 |
SRR China Property Price Index (Jan 2020): Proprietary Same-Store Resi Price Index ticked up across higher tier cities |
February 4, 2020 |
Auto Discount Monitor: Auto Discounts Ticked Down in Jan; Buick, Audi and Ford discounts rose most; Hongguang, Baojun and Honda moderated most |
February 2, 2020 |
SRR Dec China MMI (Macro Momentum Indicator) +1.0 vs. +4.7 (Nov) – Top Ten Observations + Monthly Flip Book |
January 30, 2020 |
SRR February 2020 Calendar |
January 22, 2020 |
China Automotive Market Pulse: Jan 2020 (Week 2) |
January 19, 2020 |
Channel Checks and Highlights from the Week (2020 Week #2) |
January 17, 2020 |
4Q19 Elevator Survey: Positive order trends continued; Further signs of favourable pricing; 2020 outlook positive |
January 17, 2020 |
4Q19 Industrial Survey: Overall, A Better Quarter; Machinery demand upside; Elevators/Process positive outlook; Autos stable; Discrete Automation weakness |
January 17, 2020 |
4Q19 Commercial Vehicle Survey: Overloading Crackdown re-intensifies, driving sales and outlook higher |
January 17, 2020 |
4Q19 Construction & Mining Equipment Survey: Sales and orders ticked up, while pricing stabilized; 2020 outlook mixed |
January 17, 2020 |
4Q19 Automation Survey: Sales and orders decline for Discrete Automation; Process orders ticked up |
January 17, 2020 |
4Q19 Automotive Survey: Outlook improved as sales stabilized; Inventory five-quarter low; Reduced expectations for stimulus |
January 15, 2020 |
China Automotive Market Pulse: Jan 2020 (Week 1) |
January 14, 2020 |
China Autos: Dec 2019 Wholesale Sales OEM Breakdown |
January 13, 2020 |
TSLA China: Peeling Back the Onion on TSLA’s China Business; Model 3 Introduction and Localization sets stage for growth; Limited Supercharger network remains critical bottleneck |
January 12, 2020 |
Channel Checks and Highlights from the Week (2020 Week #1) |
January 10, 2020 |
China Property Pulse – Week #2: Sales growth improved across Tiers in Week 2 |
January 3, 2020 |
China Property Pulse – Week #1: Tier 1 and 2 weekly sales growth remained negative; Tier 3 growth moderated |
December 31, 2019 |
SRR Nov China MMI (Macro Momentum Indicator) +4.7 vs. -2.7 (Oct) – Top Ten Observations + Monthly Flip Book |
December 30, 2019 |
SRR January 2020 Calendar |
December 26, 2019 |
China Automotive Market Pulse: Dec 2019 (Week 3) |
December 22, 2019 |
Channel Checks and Highlights from the Week (2019 Week #51) |
December 22, 2019 |
China Property Pulse – Week #51: Tier 1 sales growth declined on tough comps; Sales growth in Tier 2-3 improved |
December 20, 2019 |
China Construction Equipment Checks: 2020 Expectations Negative, but Near-Term More Upside than Downside Risk; No Let Up Seen in Price War |
December 18, 2019 |
China Automotive Market Pulse: Dec 2019 (Week 2) |
December 15, 2019 |
Channel Checks and Highlights from the Week (2019 Week #50) |