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DBS: China Auto Sector

Posted on September 19, 2022September 19, 2022 By alanyeo No Comments on DBS: China Auto Sector
Tailwinds driving car sales
  • Anticipate PV market to remain promising for the rest of the year underpinned by vehicle tax cuts; Jun-Aug PV sales surged c.40% y-o-y, pointing to policy success
  • Minor disruptions from power crunch and pandemic lockdowns 
  • 2022 NEV sales could potentially hit 6m units; expect sales CAGR of c.40% during 2021-2025
  • NEV makers and parts segment gaining investor interest on attractive valuation of 1SD-2SD below historical mean
China-Auto-Sector_16-Sep-2022_HK_IFClick here to Download Full Report in PDF

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Research - Equities Tags:BAIC Motor Corp, BYD Co Ltd, China Automobiles, China Yongda, Dongfeng Motor Group, Geely Automobile Holding, Great Wall Motor Company Ltd, Guangzhou Automobile Group, Minth, Nexteer Automotive, ZhongSheng Group

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  • Earnings Updates/ Corporate Actions
  • My Opinions/ Views
  • News
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  • Research – Equities
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  • Research – Unit Trusts/ ETF

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