摩根大通:2026年北京车展复盘展后报告(英文版).pdf |
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Show time - who surprised us? We hosted an investor tour visiting the annual Beijing Auto Show on April 23-24 (the largest auto show in China and globally, click here) and conducted 11 meetings across industry experts, OEMs and autonomous driving suppliers. Our 10 key observations are highlighted in this note: 1) Surging popularity of ultra large SUVs, 2) unique technology "ask" by young buyers, 3) flash charging, 4) laser focus on overseas markets, 5) foreign brands striving
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