$Tesla (TSLA.US)$$BYD COMPANY (01211.HK)$$NIO Inc (NIO.US)$$XPeng (XPEV.US)$ The 2 articles showed how the two major EV makers treat their suppliers - Tesla shortens supplier payment cycle and BYD pressurized suppliers to slash cost: 1) Carscoops: A leaked email from BYD executive vice president He Zhiqi recently surfaced on Chinese social media, revealing the company’s aggressive cost-cutting plans. The email, titled “BY...
$BYD COMPANY (01211.HK)$$BYD Company ADR (BYDDY.US)$ BYD has put its new car carrier, BYD Changzhou, into operation, adding transportation capacity to the Chinese new energy vehicle (NEV) maker's exports. BYD Changzhou -- the company's second ro-ro vessel -- went into operation after receiving delivery, Wang Junbao, general manager of BYD Corporate Division, announced on Weibo. The car carrier is headed to Euro...
$BYD COMPANY (01211.HK)$$BYD Company ADR (BYDDY.US)$ It may come as a surprise to some, but the US and Germany are not the only new car markets on Earth. Tons of new cars are sold every year in Southeast Asian countries like Singapore, Indonesia, Thailand, and Malaysia. Those markets have traditionally been ignored by German and US car manufacturers, but Japanese brands such as Toyota, Honda, Nissan, and Mitsubishi have ...
$Tesla (TSLA.US)$$BYD COMPANY (01211.HK)$$NIO Inc (NIO.US)$$XPeng (XPEV.US)$ Analysis of third quarter financial statements reveals that Tesla is the #2 most profitable large automaker globally. My Take: BYD is #10. Nio and Xpeng are still making losses. According to AJ, Kia may be #1 but its profitability is weakening. Unlike Tesla, Kia only got the auto leg to stand on. Tesla is significantly diversified in terms of gross profit rel...
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.
The 2 articles showed how the two major EV makers treat their suppliers - Tesla shortens supplier payment cycle and BYD pressurized suppliers to slash cost:
1) Carscoops:
A leaked email from BYD executive vice president He Zhiqi recently surfaced on Chinese social media, revealing the company’s aggressive cost-cutting plans. The email, titled “BY...
this week? 😏
BYD has put its new car carrier, BYD Changzhou, into operation, adding transportation capacity to the Chinese new energy vehicle (NEV) maker's exports.
BYD Changzhou -- the company's second ro-ro vessel -- went into operation after receiving delivery, Wang Junbao, general manager of BYD Corporate Division, announced on Weibo.
The car carrier is headed to Euro...
It may come as a surprise to some, but the US and Germany are not the only new car markets on Earth. Tons of new cars are sold every year in Southeast Asian countries like Singapore, Indonesia, Thailand, and Malaysia. Those markets have traditionally been ignored by German and US car manufacturers, but Japanese brands such as Toyota, Honda, Nissan, and Mitsubishi have ...
but i like it 😘
Analysis of third quarter financial statements reveals that Tesla is the #2 most profitable large automaker globally.
My Take: BYD is #10. Nio and Xpeng are still making losses.
According to AJ, Kia may be #1 but its profitability is weakening. Unlike Tesla, Kia only got the auto leg to stand on. Tesla is significantly diversified in terms of gross profit rel...
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
😃
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