Tesla China Q1 Delivery Revision
Tesla Motors (TSLA US) Model 3s to buyer’s homes (3 am delivery was observed), and shortening tutorial from typically 1 hour to ~15 mins (per...
624 Views
China NEV: Subsidy Cut Deeper than Expected, Avoid BYD
2019 NEV subsidy policy announced on March 26th, which cut subsidies deeper than expected. However, as the new policy will take effect only on June...
540 Views
Tesla Model 3 China Q1 Delivery Preview
Tesla Motors (TSLA US) is scheduled to report Q1 in approximately one week. Our estimate for Q1 delivery in China is ~6,000 including 2,000 M3s...
547 Views
[Blue Lotus Daily]: 1211HK/XPEV/NIO/LI/000625 CH/0175 HK/601127 CH/9863 HK/9926 HK/ACMR
Hyper Auto announces free charging for owners；Akeso submits new indication application for Cardonilimab BsAb treatment of gastric cancer;ACM...
66 Views
NIO: A Survivor Among All the Chinese Start-Ups
Since its announcement on 4Q2018 results and termination of Jiading plant construction, NIO's share price has been halved. We believe the market...
795 Views