$NIO Inc (NIO.US)$China EV insurance registrations for week ending Aug 18: Nio 3,300, Tesla 14,300, Xiaomi 2,600, BYD 78,500
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VIVEK SURANA
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No wonder the NiO executive was begging Li auto to stop sharing the weekly data, NiO has no growth, and their premium car buisness is already hitting saturation. They are trying to hype ONVO now , but this bubble will also burst when they will disclose how much loss ONVO is making.
VIVEK SURANA
Teck Wang Pang PaPa
OP
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If anything is against NiO, then it is inaccurate? You yourself are following and commenting about these numbers, the final deliveries number are generally very close to insurance numbers. Suddenly it became inaccurate?
$BYD Company Limited (002594.SZ)$still do NOT wanna disclose a single number (estimate) on their 2Q results............ Unlike the last two years, where numbers were already given weeks ahead. What the hell are the Management doing ?????
Chinese electric vehicle (EV) brands are increasingly debuting in Singapore as the government promotes EV adoption with incentives and more charging infrastructure. Recently, Geely's luxury EV brand Zeekr launched the Zeekr X in Singapore, a premium SUV priced at SG$199,999 ($150,604). Just before that, Xpeng Motors entered the market with its G6 electric SUV, starting at SG$209,999. $BYD COMPANY (01211.HK)$, already e...
Macquarie Equities Research (MQ Research) recently released a flashnote on electric vehicle (EV) sales in Malaysia. It highlighted that BYD Seal was the top-registered EV model in Malaysia for five consecutive months, according to data from the Road Transports Department, and is the best-selling EV model in Malaysia. MQ Research believes that the strong BYD trajectory bodes well for Sime Darby (SIME), which is MQ Research’s top p...
104631563
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Bocom Intl: China's domestic auto companies set a new record for overseas sales in June, bullish on the performance of NIO Inc-SW (09866) and Xpeng Inc-W (09868).
ASEAN +10.5% y/y to 3.92 trillion yuan 🇪🇺EU +0.4% y/y to 3.22 trillion yuan 🇺🇸US +4.1% y/y to 2.72 trillion yuan 🇰🇷S.Korea +8.0% y/y to 1.32 trillion yuan 🇯🇵Japan -2.9% y/y to 1.23 trillion yuan China July exports (y/y): Oil products -6% to 4.98 million tons Fertilizer +10.5% to 3.07 mln tons Rareearth -9% to 4,937 tons Mobilephones -13% to 55.3 mln units Vehicles +25.7% to 553k units IntegratedCircut #IC +13.4% to 27.34 billion units China July imports (y/y): Ironore...
According to China Securities Journal, the plan proposes to increase the share of new energy in the power transmission channels; organize research on the capacity of distribution networks to accommodate charging facilities in provinces with large-scale development of electric vehicles; build a number of shared energy storage stations; implement a number of computing and power coordination proj...
Unlike the last two years, where numbers were already given weeks ahead.
What the hell are the Management doing ?????
Recently, Geely's luxury EV brand Zeekr launched the Zeekr X in Singapore, a premium SUV priced at SG$199,999 ($150,604). Just before that, Xpeng Motors entered the market with its G6 electric SUV, starting at SG$209,999.
$BYD COMPANY (01211.HK)$ , already e...
MQ Research believes that the strong BYD trajectory bodes well for Sime Darby (SIME), which is MQ Research’s top p...
Jan-Jul sold 13.05 mln units domestically(-0.3% y/y), exported 3.262 mln units(+28.8% y/y).
China sold 0.887 million NEVs domestically(-7.9% m/m, +30.7% y/y) and exported 0.103 million vehicles(+20.6% m/m, +2.2% y/y).
Jan-Jul sold 5.226 mln units domestically(+34.3% y/y), exported 0.708 mln units(+11.4% y/y).
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPENG-W (09868.HK)$ $XPeng (XPEV.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$
Jan-Jul production +3.4% y/y to 16.18 mln, sales +4.4% y/y to 16.31 mln.-CAAM
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $Tesla (TSLA.US)$
Tesla China sold 74,117 vehicles in July, with EV shares rose by 0.4 percentage points to 5.3%.
$Tesla (TSLA.US)$ China exported 27,890 vehicles(-15%y/y, +137% m/m), and $BYD COMPANY (01211.HK)$ 26,995 (+65.2% y/y, +11.2%m/m).
$BYD Company Limited (002594.SZ)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
🇪🇺EU +0.4% y/y to 3.22 trillion yuan
🇺🇸US +4.1% y/y to 2.72 trillion yuan
🇰🇷S.Korea +8.0% y/y to 1.32 trillion yuan
🇯🇵Japan -2.9% y/y to 1.23 trillion yuan
China July exports (y/y):
Oil products -6% to 4.98 million tons
Fertilizer +10.5% to 3.07 mln tons
Rareearth -9% to 4,937 tons
Mobilephones -13% to 55.3 mln units
Vehicles +25.7% to 553k units
IntegratedCircut #IC +13.4% to 27.34 billion units
China July imports (y/y):
Ironore...
organize research on the capacity of distribution networks to accommodate charging facilities in provinces with large-scale development of electric vehicles;
build a number of shared energy storage stations; implement a number of computing and power coordination proj...
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