Tesla China and EV Subsidies Fact Checks - January 2020
In this note, we share our latest on the ground checks on Tesla Motors (TSLA US) China this month. We believe that both the GF3 production...
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Tesla China Q4 2019 Delivery; Made-In-China M3 Order Estimates
Tesla Motors (TSLA US) China Q4 Delivery Estimate – According to the publicly available transoceanic shipping data, an estimated 4 ships carrying...
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China NEV: 2020 Outlook
China's NEV PV demand is still declining fast. In 2019, we estimate China's NEV PV shipment to be flattish yoy, the first year that China's NEV PV...
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Nio's Often Overlooked "Trade Receivables"
NIO Inc (NIO US) is an oft discussed stock on several forums. A Tesla "me too" this company listed with very lofty projections, a formidable...
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Tesla China Gigafactory Shanghai Update
As the primary Tesla Motors (TSLA US) China intelligence provider, we have been diligently checking in with the suppliers to GF3 factory in...
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