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Electric Vehicles in China
- Pininvest Analysis
The growth potential of the Chinese car market – with a projected yearly sale of 30 million cars by 2020 (IHS Markit Automotive) – has been the driver of the automotive industry worldwide and a key factor for strong exporters such as Germany
Though Chinese manufacturers may not have mastered the technology of the combustion engine as completely as their western partners, electric vehicle production, replacing the engine and the power train by a battery, upends the dynamics of the car market entirely
Chinese 5-to-7 year industrial planning points the way with fast expanding domestic battery production capacity to anticipate worldwide demand, and long term contracts securing control over the natural resources such as cobalt on other continents
As a result, this major export market for leading car manufacturers, is about to be disrupted by the two-pronged Chinese policy of regulation and government supported investment
Electric Vehicles in China • Updated:
| Name | Ticker | Exchange | Sector | Industry | Currency | Cur.Price | Mkt.Cap | Perf. | Momentum | Vol. | Risk Contrib. | MDD |
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| Brilliance China Automotive | BCAUY | OTC | Consumer Durables | Auto Manufacturing | USD | 9.24 | - | -0.5% | Neutral | 53% | 5% | -31% |
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| BYD Co (ADR) | BYDDY | OTC | Technology | EVs - Buses & Trucks | USD | 38.82 | - | 220.9% | Weak Down | 70% | 11% | -45% |
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| Dongfeng Motor Group | DNFGF | OTC | Consumer Durables | Auto Manufacturing | USD | 0.88 | - | 49.2% | Weak Down | 61% | 3% | -34% |
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| Geely Automobile Holdings | GELYF | OTC | Consumer Durables | Auto Manufacturing | USD | 2.52 | - | 55.3% | Weak Down | 61% | 9% | -43% |
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| Great Wall Motor Company | GWLLF | OTC | Consumer Durables | Auto Manufacturing | USD | 2.63 | - | 345.8% | Weak Down | 74% | 8% | -39% |
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| Guangzhou Automobile Group | GNZUF | OTC | Consumer Durables | Auto Manufacturing | USD | 0.85 | - | -8.0% | Neutral | 65% | 6% | -34% |
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| Kandi Technologies | KNDI | NASDAQ | Technology | EVs, Batteries & Electronics | USD | 5.26 | 287 M | 53.8% | Sharp Down | 137% | 18% | -65% |
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| Li Auto | LI | NASDAQ | Technology | EVs - Passenger Cars | USD | 18.26 | 15 B | 10.9% | Sharp Down | 79% | 12% | -63% |
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| NIO (ADR) | NIO | NYSE | Technology | EVs - Passenger Cars | USD | 36.94 | 61 B | 879.8% | Neutral | 94% | 15% | -44% |
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| Xpeng (ADR) | XPEV | NYSE | Technology | EVs - Passenger Cars | USD | 26.69 | 19 B | 25.8% | Weak Down | 88% | 13% | -71% |
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