中国汽车_海外电动汽车机遇及潜在风险-China Automobiles_ The overseas EV opportunities & the risks that may ensue

The overseas EV opportunities & the risks that may ensue 20 January 2026 | 5:16PM CST Equity Research CHINA AUTOMOBILES Framework to assess potential future price competition overseas We expect the overseas market to be the bright spot for China EV sales this year, with +35% yoy volume growth. At the same time, we are cognizant that Chinese OEMs could adopt a more premium pricing strategy when first entering the overseas market, and execute more price cuts/sales incentives later to drive up volume, similar ...