$Tesla (TSLA.US)$ Tesla's Australian electric vehicle sales remain in free fall after Nov became the 8th-straight month of year-on-year sales decline for Elon Musk's autogiant amid a growing wave of competition from Chinese rivals. Tesla sold 2540 vehicles in Australia in Nov, according to data released by the Electric Vehicle Council, resulting in a sales decline of 35.5% compared to the same time last year. Tesla hasn't recorded year-on-...
bullrider_21
OP
:
Tesla's Europe sales fell in 2024. Tesla's US sales fell in 2024. Tesla's Australia sales fell in 2024. Only Tesla's China sales are up.
74216494
bullrider_21
OP
:
And ? NIOs European sales are microscopic, US sales non-existant, Australias sales non-existant, China sales mediocre, compared to newcomers like XIAOMI or ZEEKR. TSLA still makes money; NIO never did.
$NIO-SW (09866.HK)$some jokes CATL going to build swap stations = Nio is dead, going to have more competition. I just married and F my wife, tomorrow my son is graduating and going to have a good job, I am going to retire after tomorrow. Nio dump so much money into R&D, waste of money and resources. We should do away with National Service, waste of money, no economical output. We don’t need defence, we just need to increase GDP. Kuwait invaded by Iraq. Xiaomi just produced cars a...
2
Report
Dragon Fish
:
Sharing the swap stations is also not bad as it looks like. Nio cater for its own brand users on top of other brand EV makers are free to join Nio swapping facilities. Nio Power wont die the most lose the leadership to CATL only. Nio still generates income from it.
$NIO Inc (NIO.US)$ On Dec 19, the Financial News reported (Reporter Xu Hao) that in one day, the two major leaders in the New Energy Vehicle battery swap market sent signals to the outside world that they would 'carry out battery swapping to the end', seemingly indicating that this energy replenishment model, which has been questi...
CATL plans to list in HK and raise $5 billion. It will mark the biggest HK listing since 2021. Who is CATL and why is this such a big deal? Well CATL has the world's fastest batteries, charging in under 5 minutes. Tesla is its biggest customer, accounting for 13% of its revenue, Alfa Romeo, Fiat, Jeep owner-Stellantis is its second-biggest customer...
Am I reading this right? So,$NIO-SW (09866.HK)$gets held up due to$BYD COMPANY (01211.HK)$battery supply issues, which it might have been able to anticipate earlier. For December,$Contemporary Amperex Technology (300750.SZ)$will supply 6k to 8k per month. How is Onvo going to reach its 10k goal without once again purchasing from BYD to make up the difference in battery supply? If it does, how can it guarantee it won't face similar supply issues? Or have t...
3
1
Report
bullrider_21
:
As far as I know, Nio and Onvo 's sales are constrained by production capacity until Nio's new factory is ready in Q1 or Q2 next year.
$Uxin (UXIN.US)$Benzinga· 1 min ago Uxin Announces Collaboration With Contemporary Amperex Technology Co., Limited To Promote Adoption And Development Of Battery Swapping Models In The Used Car Market
$XPeng (XPEV.US)$ An industry body has given its predictions for China's electric vertical takeoff and landing (eVTOL) industry, as the low-altitude economy becomes a widely discussed topic this year. By 2030, China could have 100,000 eVTOLs in households or as air cabs, the China Low Altitude Economic Alliance said in a report released today at the inaugural Global Low Altitude Economy Forum annual conference....
JimLuo
:
Very bullish on the eVTOL track, china has a complete supply chain, as well as the BeiDou system, combined with china's own geographical features (many mountains and hills, lakes), in the next three years, eVTOL will definitely produce a "BYD" level giant.
73993739
:
The domestic economy is seriously declining. Even with the government subsidizing ticket prices, how big is the market cake for low-altitude economy? The government is willing, but the people are powerless. Factors such as the opening of routes, ticket prices, battery storage, passenger quality, weather, rescue, etc. Personally, I think the economic value of low-altitude economy is unclear at present, but it is definitely a developing trend. It is advisable to open a position near 11-12 for EH investments at low levels, just to support domestic conscientious companies.
The raw materials required for technology advancement depend on both current mature technologies and emerging technologies. These materials are integral to the production of semiconductors, electronics, renewable energy systems, and other high-tech components. Some materials are already well-established in industrial use, while others are critical for technologies in their nascent stages. Raw Materials for Current Mature Technol...
$Tesla (TSLA.US)$ Chinese electric vehicles are proving popular outside the local market and are gaining ground not only in Europe but also in Australia. The MG4 became the country's best-selling EV in Oct. With nearly 1,500 units sold last month, the MG4 dethroned the Tesla Model Y, which managed just over 1,000 sales (down from nearly 1,500 a month before). In third place came the Model 3 with 422 sales, followed by the BYD Atto3 with 330 sales a...
bullrider_21 OP : Tesla's Europe sales fell in 2024. Tesla's US sales fell in 2024. Tesla's Australia sales fell in 2024. Only Tesla's China sales are up.
74216494 bullrider_21 OP : And ? NIOs European sales are microscopic, US sales non-existant, Australias sales non-existant, China sales mediocre, compared to newcomers like XIAOMI or ZEEKR. TSLA still makes money; NIO never did.
bullrider_21 OP 74216494 : Comparing Nio and Tesla is like comparing apple and orange.