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...
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bullrider_21
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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
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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.
Wave_Rider
bullrider_21
OP
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I wouldn’t consider it a leader yet. Xpeng would have much more potential then Ehang. If you check EHang’s videos, they still manually assemble their products. Xpeng on the other hand already has expertise/experience in manufacture automation in large scale. Xpeng also has more experience in AI. Its eVTOL even has parachute which makes it safer. You can see it from one of their recent test videos. In general, the competition will be intense in this field within the Chinese market (similar to EV). China has more than one Joby and Archers companies from both private and government sectors(if you search eVTOL companies and products from China). Not to mention DJI, if they ever decide to join the game.
73993739
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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.
$Tesla (TSLA.US)$x.com BYD executive vice president He Zhiqi sent out emails to suppliers on Nov 26 to request 10% price reduction starting on Jan 1, 2025. Here is the reply from one disgruntled supplier: Dear Mr. He Zhiqi, I acknowledge your notification regarding your request for suppliers to further reduce costs by 10% from 2025. However, I must express my strong dissatisfaction and vehement protest. BYD, as a benchmark in China's auto industry, has ...
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73372627
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Nice answer against this unethical and low level company. They want to build in Mexico lol. So they will sell where??? in south or central America???? No one has money there to buy a bycicle lol.
Joejoejoe0
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BYD's request for Sensata to lower prices is simple: If you don't want to do this business, then don't do it. I have found a better supplier. It is time to end the pattern of foreign companies arbitrarily raising prices and expecting Chinese companies to foot the bill unconditionally.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
Uxin Announces Collaboration With Contemporary Amperex Technology Co., Limited To Promote Adoption And Development Of Battery Swapping Models In The Used Car Market
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
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....
BYD executive vice president He Zhiqi sent out emails to suppliers on Nov 26 to request 10% price reduction starting on Jan 1, 2025. Here is the reply from one disgruntled supplier:
Dear Mr. He Zhiqi,
I acknowledge your notification regarding your request for suppliers to further reduce costs by 10% from 2025. However, I must express my strong dissatisfaction and vehement protest.
BYD, as a benchmark in China's auto industry, has ...
$XPENG-W (09868.HK)$ $XPeng (XPEV.US)$ $NIO-SW (09866.HK)$ $NIO Inc. USD OV (NIO.SG)$ $NIO Inc (NIO.US)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $Tesla (TSLA.US)$
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