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.
Wave_Rider
bullrider_21
OP
:
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
:
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 : 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.