2023
Apr 28
Video
惠誉聚焦中国 - 中国车市复苏在即,但价格战风险犹存
惠誉评级预计,低基数及需求复苏将推动中国车市销量于2023年二季度反弹,但价格战风险仍未消除。主流合资品牌燃油车库存高企,短期内去库存压力取决于排放新标准实施的时点。另一方面,由于电池原材料价格快速下跌、新能源车市场竞争加剧,汽车价格或持续承压。纵观2023年,中国车市料将呈现N型增长,全年销量较去年微增,但促销加大或拖累车企利润率。新一轮燃油车与新能源车价格博弈之际,新能源汽车渗透率或出现短期波动,但全年有望进一步上升至35%左右。
More from Video
2025
Nov 17
Federal Funding Cuts Push More Fiscal Risk to State, Local Governments
State & local governments are increasingly assuming fiscal responsibilities that have typically been shouldered by the federal government. This could amplify pressures during periods of fiscal stress and raise state & local governments’ credit risk.
Price wars in China’s food delivery and instant retail
Fitch analysts discuss intensifying competition between Meituan and Alibaba in China’s food delivery and instant retail business.
Nov 16
Fitch’s Market Leaders Video Series – episode 1: Nissan Motor Ivan Espinosa | Highlights version
Nissan Motor CEO Ivan Espinosa joins Fitch’s host Mark Oline for an executive discussion on leadership, navigating tariffs and cycles, the Re:Nissan plan, EV strategy, China go-to-market, and Nissan’s adoption of AI in design and development.
Fitch’s Market Leaders Video Series – episode 1: Nissan Motor Ivan Espinosa | Full version
Episode 1 features Nissan Motor CEO Ivan Espinosa in a candid discussion with Fitch’s Mark Oline on global strategy, cost transformation, EV/hybrid shifts, China go-to-market, AI-driven development, and Nissan’s accelerated product rollout.
Nov 14
Interactivo Comparativo de Fondos de Deuda–América Latina
El Comparativo de Fondos de Deuda para América Latina es un panel interactivo que compara fondos calificados por Fitch y compara sus atributos de crédito de cartera, de mercado y de riesgo de liquidez con sus grupos pares calificados.
Nov 13
Australian Mortgages Differ from US and Europe Due to Flexible Design
Australian residential mortgage products exhibit a unique blend of borrower flexibility, lender pricing strategies and regulatory frameworks that distinguishes them from their US and European counterparts.
Nov 12
Argentina Mid-Terms - Credit Outlook and Reform Risks
Shelly Shetty and Todd Martinez analyze Argentina’s mid-term elections, what Milei’s stronger legislative backing means for reforms, and the lingering risks around reserves and external liquidity.
Nov 04
Rapid US Non-Bank Loan Growth Raises Risk of Wider Losses for Banks
US regional banks’ recent losses tied to non-bank financial institutions (NBFIs) may signal broader risk from this fast-growing loan segment.
Oct 30
Developed Market Sovereigns Face Rising Exposure to Bond Market Shock
Rapidly rising developed market sovereign debt and higher refinancing costs are intensifying medium-term debt sustainability challenges.
Fiscal Challenges for Western European Sovereigns
James Longsdon, Head of Global Sovereigns and Supranationals, and Federico Barriga Salazar, Head of Western European Sovereign Ratings, discuss Western Europe’s fiscal divergence, recent upgrades and downgrades, and Fitch’s deficit outlook.