New Energy Vehicles (NEVs) in China

4Runner

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tphuang

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Where? To Asia, yes. To Europe, no. To North America, no

Still, China + Asia is a huge market so it makes sense
VW is not very big here in America. On the other hand, they are really behind in their software. Herbert Diess admitted to as much. If doing at JV with Huawei can save them from annihilation in their biggest markets outside of North America, that seems to be a worthy tradeoff.
 

tphuang

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I get the sense that the people that run NIO are the type that always think they are the smartest people in the room. That's not a good thing.

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So far, the reaction to their NIO subscription model in Europe is abysmal.

What a disaster and cheap move here by Tesla
this is going to destroy their brand in China.
 
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