伯恩斯坦-亚洲汽车:中国专属新能源汽车策略喜忧参半,合资重组成下一个战场-Asian Autos:China-exclusive NEV strategies show mixed results,JV restructuring emerges as the next battleground-20261020.pdfVIP

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伯恩斯坦-亚洲汽车:中国专属新能源汽车策略喜忧参半,合资重组成下一个战场-Asian Autos:China-exclusive NEV strategies show mixed results,JV restructuring emerges as the next battleground-20261020.pdf

BERNSTEIN20October2026

SOCIETEGENERALEGROUP

AsianAutos

AsianAutos:China-exclusiveNEVstrategiesshowmixedresults,

JVrestructuringemergesasthenextbattleground

JapaneseandKoreanautomakerscontinuetofacestructuralchallengesinChina,with

MasahiroAkita

+81367776998marketshareandprofitabilityremainingunderpressureamidlowfactoryutilization.

masahiro.ak

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