Didi has limited influence on NiO

Deutsche Bank asks: 'Could China EV stocks emerge winners from Didi debacle?' YES

July 13, 2021

In Deutsche Bank's view, there's no need to worry too much for investors in Chinese EV stocks.

In a research note sent to investors Tuesday titled "Could China EV stocks emerge winners from Didi debacle?", Deutsche Bank analyst Edison Yu's team argued that amid China's crackdown on Didi and the broader Internet platform, China EV stocks are emerging as one of the most reliable and safe secular growth sectors. What is unique to the EV sector, according to Yu's team, is the strong government support for the EV industry at both the central and local levels, as they create manufacturing jobs, promoting a cleaner environment and a desire for exports to foreign markets.

"Ultimately, the government is striving to be a global leader in EV technology across the entire value chain," the team wrote.

Yu's team notes that, unlike big tech platforms that dominate one market, including Didi, there is a low concentration of market power within the automotive industry, with the largest OEM having less than 15 percent share.$NIO Inc. (NIO)$

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YES</p> <p>July 13, 2021</p> <p>In Deutsche Bank's view, there's no need to worry too much for investors in Chinese EV stocks.</p> <p>In a research note sent to investors Tuesday titled \"Could China EV stocks emerge winners from Didi debacle?\", Deutsche Bank analyst Edison Yu's team argued that amid China's crackdown on Didi and the broader Internet platform, China EV stocks are emerging as one of the most reliable and safe secular growth sectors. 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YES</p> <p>July 13, 2021</p> <p>In Deutsche Bank's view, there's no need to worry too much for investors in Chinese EV stocks.</p> <p>In a research note sent to investors Tuesday titled \"Could China EV stocks emerge winners from Didi debacle?\", Deutsche Bank analyst Edison Yu's team argued that amid China's crackdown on Didi and the broader Internet platform, China EV stocks are emerging as one of the most reliable and safe secular growth sectors. 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