bullish

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

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351 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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