China Auto: Looking for New Engines in Weak Market
China's PV (passenger vehicle) demand is getting sluggish since 2017. It's getting weaker recently. CCMA reported a 4.6% yoy decline on August PV...
565 Views
Lithium 'Glut' Fears Overblown, as Solid State Battery Progress SlowsâŚ
âSolid state batteries are already working in the lab, but bringing them to production is proving incredibly difficultâŚâ Dr. Ian Robertson, head...
370 Views
TSLA Exports to China Collapsed Post Auto Import Tariff Hike
China Custom data suggest that, post auto tariff hike from 25% to 40% in July, Tesla Motors (TSLA US) imports dropped to only 271 units in July,...
541 Views
Nio IPO (Part 2- Valuation): The Issue Looks Reasonably Priced
In our earlier report, we covered NIO Inc (NIO US)âs background, its business model, the growth prospects and risks it faces in the market. We...
632 Views
July China Auto Demand: SAAR Weakens Sequentially and YoY
July saw a dramatic sequential drop in both passenger and commercial vehicle sales in China. On a YoY basis, industry demand also fell by 4.2%...
384 Views