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China NEV Week 49 2021 Update: TSLA, NIO, XPEV Production, Deliveries
Thematic (Sector/Industry)
320 Views
17 Dec 2021 07:48
JL has highlighted this Insight as a Top Pick
SUMMARY
We model GF3 production to reach 65+K, and
Tesla Motors (TSLA US)
to delivery 45-50K onshore in December, China is to reach ~30+% global deliveries.
We model
NIO Inc (NIO US)
production to reach ~11K in December, Q4 deliveries are likely miss, without "manipulation";
Xpeng (XPEV US)
Zhaoqing factory production declines MoM, but Q4 deliveries are set to beat guidance due to stronger than expected G3i orders.
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China NEV Week 49 2021 Update: TSLA, NIO, XPEV Production, Deliveries
17 Dec 2021
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