China NEV Outlook Part 2:Â Winners and Losers
Today, overall NEV (New Energy Vehicles) market size is expanding quickly in China. Government subsidies keep users' purchasing cost attractive....
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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...
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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...
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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,...
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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...
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