bullish

China NEV Week 49 2021 Update: TSLA, NIO, XPEV Production, Deliveries

JL has highlighted this Insight as a Top Pick
332 Views17 Dec 2021 07:48
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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JL Warren Capital
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China & Hong KongEquity Bottom-UpThematic (Sector/Industry)
  • China NEV Week 49 2021 Update: TSLA, NIO, XPEV Production, Deliveries
    17 Dec 2021
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