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Q1 Update: Mixed Results For Vehicle Sales In China

While vehicle sales in January and February are always problematic due to the timing of Spring Festival in China, a number of additional cross currents were at work this year.

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An Inflection Point In The Global Electric Vehicle Industry?

By any definition, the global electric vehicle (EV) industry appears to be at an inflection point. UBS, a large securities firm, believes that significant change is on the way and predicts that a growing global electric vehicle fleet will be disruptive to gasoline demand by 2031.

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China Autos: 2016 Wrap and 2017 Prospects

2016 turned out surprisingly well for China’s automakers. Among other factors, auto sales benefitted from the cut in the purchase tax on small cars initiated by the Chinese government in the final quarter of 2015 to boost flagging demand. The resulting surge in sales carried over into 2016, and when rumors surfaced later in the […]

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China’s Crowded Auto Industry

By any measure, China’s auto industry is crowded.

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Auto Sales Soar in China

Unit sales of trucks, buses, and passenger cars in China soared 26.3 percent in August, and a further 29 percent in August — racking up double-digit rates of growth that haven’t been seen in a few years. In fact, September’s jump in car sales was the largest monthly gain since January 2013. Strong sales performance […]

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China’s Charging Ahead!

Electric Vehicle (EV) makers the world over face a classic “chicken and egg” problem. Concerned with the range of EVs and the availability of charging stations, consumers are reluctant to forsake their cars powered by internal combustion engines in favor of those powered by batteries. Yet, building a charging infrastructure is expensive, and investors are […]

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Strong Demand Drives China Vehicle Sales in 1H2016

Demand for all types of vehicle transportation in China has been surprisingly strong so far in 2016.

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Connectivity: A ‘Game Changer’ For Chinese Auto Companies

For an industry that traces its origins to the late 1800s, the global automobile industry is facing fundamental, far-sweeping changes the likes of which it has never seen before. Ever since 1908, when Henry Ford decided to power his new Model T with a gasoline internal combustion engine, the basic technological architecture of the passenger […]

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China’s Auto Industry: Alive And Well

2015 was a watershed year for China autos, marking an end to 15 years of fast growth that saw vehicle sales increase tenfold, but also bringing to the fore some interesting new opportunities in New Energy Vehicles (“NEVs”), the aftermarket and connectivity. A total of 24.6 million cars, trucks and buses were sold for the […]

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Managing the Dragon’s Predictions for 2016

The Year of the Monkey got off to a rocky start in China, demonstrating once again just how much events in China now impact the rest of the world. In 2016’s first day of trading, shares on the Shanghai Stock Exchange (“SSE”) plunged 7 percent, triggering circuit breakers that cut short the day’s trading session. […]

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