China Autos & Shared Mobility_ All’s well that ends well; all eyes are on air pocket in demand post subsidies

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 January 2, 2025 02:28 AM GMT China Autos & Shared Mobility | Asia Pacific M Update All's well that ends well; all eyes are on air pocket in demand post subsidies China's major EV brands posted record Dec sales. BYD and XPeng beat market expectations on faster ramp-up of new models; while Li Auto and ZEEKR sales were slightly shy of their previous guidance. NIO reclaimed sales momentum, stretching to meet 4Q sales guidance. December hit a good balance between order intake and sel ...