China Auto Sector_Thinking long - five debates on long-term outlook
2025-02-23 14:59
ab 20 February 2025 Global Research Figure 1: OEM comps table Stock implications China Auto Sector Thinking long - five debates on long-term outlook We are more optimistic than consensus on Chinese carmakers' ability to innovate and we even see their product competitiveness surpassing western leader Tesla. Fierce market competition, a robust industry ecosystem, and fast response to technology trends, have pushed Chinese carmakers to the frontier of global innovation, in addition to their absolute cost advan ...