HSBC Qianhai on Raising China EV Price Targets

The video discusses the current trends and future prospects in the electric vehicle (EV) market, focusing on autonomous driving, pricing dynamics, and market penetration. It highlights the role of policy support and consumer acceptance in driving EV growth, particularly in China. The discussion also covers investment risks and opportunities, emphasizing the importance of understanding market corrections and technological advancements. The video provides insights into the competitive landscape, with companies like Tesla, NIO, and others leading the charge in autonomous driving and EV development.

How does the EV supply chain in China impact global battery production?

What are the potential risks associated with the current expectations in the EV market?

In what ways could the upcoming new model supply influence the EV market in the next year?