byd shell opening world's largest charging station in Shenzhen
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
So, hypothetically, EU raise tariffs on imported EV, but Chinese brands can still sell in Europe right, so long as they set up local production factories inside EU? Or is this anti-subsidy investigation prevent all sales by Chinese brands regardless of local production? Just wanted to clarify because I want Chinese brands to succeed globally.
Most likely, they will apply based on production, not brand.
Frankly, even with tariffs, it might be cheaper to produce it in china.
this wk's registration numbers. Song family doing really well again. Sedan numbers are mediocre across the board.
weekly registration for NEV brands
most brands up a little. Aion & XPeng did well this wk vs last
most brands up a little. Aion & XPeng did well this wk vs last
This is huge. BYD is becoming the new Toyota in ASEAN. I see $200B market cap in 3 years, as incremental revenue will likely support margin expansion.
BYD NEV market share & weekly registration across many weeks. Look like things are rising again after peaking in June.
broadsword
Brigadier
NIO's share price faring badly today. I wonder if it is related to its recent launch of products.
They still need to officially enter passenger segment of the prize market - Indonesia. Does anyone know of the progress with this? I remember one of the Indonesian government ministers even came to China and met with BYD executives back in June this year but have heard nothing since.