中国汽车与共享出行：“观望”策略持续

Morgan Stanley February 3, 2026 06:13 AM G China Autos & Shared Mobility | Asia Pacific 'Wait and see' strategy continues Key Takeaways We looked at weekly order trends (Jan 26-Feb 1) based on channel feedback to gauge the pace of demand. BYD (1211.HK/002594.SZ) 41-42k (vs. 44.5k Jan 19-25; -8% WoW/-41% MoM) IK/LI.O) 5-5.2k (vs. 5.2k Jan 19-25; -4% WoW/-34% MoM NIO (9866.HK/NIO.N) 3.9-4.1k (vs. 4.1k Jan 19-25; 5% WoW/-49% MoM) XPeng (9868.HK/XPEV.N) 7.5-7.7k (vs. 8.2k Jan 19-25; -9% WoW/-15% MoM). Tesla Chi ...