中信里昂：本周电动车订单量较前一周强劲 焦点或转向海外

Core Viewpoint - The report from CITIC Securities indicates a significant increase in electric vehicle (EV) orders due to changing consumer expectations regarding ongoing price reductions, despite a price increase in July for mainstream markets [1] Group 1: Market Performance - This week, EV order volumes have shown strong growth compared to the previous week, particularly for BYD (01211) and Geely (00175), which both experienced substantial increases in weekly order volumes [1] - NIO's (09866) Ladao L90 has exceeded market expectations in terms of order volume, while Li Auto's (02015) i8 has not secured sufficient orders, leading to a rare price adjustment within its first week of launch [1] Group 2: Industry Challenges - Original Equipment Manufacturers (OEMs) are facing pressures from weakened demand and policy uncertainties, as investors await signals of market stabilization [1] - There is a potential shift in focus towards overseas automotive markets as domestic conditions remain uncertain [1]