Global Autos Daily: The Morning News

研报英文原文证据摘录

Global Autos Daily: The Morning News

Deutsche Bank

Research

Europe Strategy Date

21 May 2026

Global Autos Daily Market Update

The Morning News

Tim Rokossa

Global Automotive - VW Conference Feedback, XPeng - Head of Research

Flagship "GX" SUV at Competitive Price, Monthly Auto

Sales Monitor - April 2026 - UK, South Africa, Turkiye, Christoph Laskawi

Research Analyst

Australia, Indonesia, Focus Europe - Inflation Chartbook:

Tracking the transmission of the energy shock, UK Macro Nicolai Kempf

Handbook - Inflation Chartbook – A Short Reprieve, US Research Analyst

Economic Notes - Wisdom of crowds and markets agree Edison Yu

Global Automotive - VW - Conference feedback (Rokossa) Bin Wang

We hosted Volkswagen at our Global Autos, Mobility & Robotics Conference and Research Analyst

continue to like the investment case. Our conviction is underpinned by

Nikita Papaccio

management’s consistent, step-by-step delivery on strategic promises and the

tangible progress in operational and financial restructuring. VW is not only

executing on near-term targets but also developing a credible, long-term equity Winnie Dong

story—something the market has been missing for years. This disciplined Research Analyst

approach, combined with clear communication and milestone achievements, Laura Li

gives us confidence in the sustainability of value creation and the potential for Research Associate

further re-rating as the story unfolds. (See details here) James Mulholland, CFA

Research Associate

XPeng - Flagship "GX" SUV at Competitive Price, Expanding into Higher-Price Wei Huang

Segment (Wang)

On May 20, XPeng officially launched its flagship full-size "GX" SUV with a

competitive price range of RMB 270-350k, falling below the market expectation of Mira Wiegratz

RMB 300-400k.