ZK ZKsync : Bullish and Bearish Analyst Opinions

1. THE FACT: China's domestic NEV sales have reached a temporary peak, but exports are picking up the slack, and new measures to support domestic demand are expected in the coming days/weeks. 2. THE BRIDGE: While domestic sales are temporarily plateauing, strong exports and anticipated government stimulus measures will continue to support the growth of Chinese NEV manufacturers. 3. THE VERDICT: Long Chinese NEV manufacturers, anticipating new government support measures and strong export performance.

1. THE FACT: China is demonstrating high adoption of electrified transport with a massive rollout of charging infrastructure to alleviate range anxiety. 2. THE BRIDGE: This significant investment in infrastructure and high adoption rates create a favorable environment for EV manufacturers operating in China. 3. THE VERDICT: Long Chinese EV manufacturers due to strong domestic adoption and infrastructure build-out.

1. THE FACT: China’s EV market gets an upgrade. 2. THE BRIDGE: An "upgrade" in the market implies favorable conditions, potentially policy support or increased demand, benefiting key players. 3. THE VERDICT: Long ZK and GELYF due to an upgrade in China's EV market.