Strategy Note /

2022 will be another thriving year for Chinese EV stocks

  • BYD, NIO, XPeng and Li Auto have had another solid quarter, with growing sales and gross margins, contracted expenses

  • We expect the EV sector to remain a growth engine in 2022 for China's already-slowing-down economy

  • Revaluing these four stocks implies rising opportunities ranging from 41% to 88%

Niko Yang
Niko Yang

Senior Analyst

27 December 2021
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