bullish

Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market

194 Views13 Jan 2025 09:30
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at the table of China EV space, in which we stay positive
What is covered in the Full Insight:
  • Introduction
  • China's Trade-in Subsidies
  • EV Market Overview
  • BYD and Geely Developments
  • Implications for Tesla
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