China EV Sales Report — Baojun E-Series New #1 In Receding Market

Credit to Author: Jose Pontes| Date: Sun, 29 Sep 2019 07:27:53 +0000

The end-of-incentives hangover deepened in August for the Chinese plug-in vehicle market, with the market dropping a steep 12% year over year (YoY) and plug-in hybrids (PHEVs) crashing 51%. Amazingly, fully electric vehicles (BEVs) managed to grow, by 4%, a small increase over the 1% growth rate of July, which means BEVs are currently the only ray of light in the Chinese auto market (the overall market also dropped, by 8% YoY)

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Tesla China Fairy Tale For Bulls — How To Achieve Happily Ever After

Credit to Author: Maarten Vinkhuyzen| Date: Sat, 14 Sep 2019 03:19:52 +0000

All my talk this week about fairy tales started with the Tesla [TSLA] bear assumption that the Tesla factory in Shanghai was a huge mistake. Lack of demand in China following all of that investment would bring inescapable bankwuptcy soon. Really soon now. Any day. Really

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Tesla China Fairy Tales For Bears & Bulls

Credit to Author: Maarten Vinkhuyzen| Date: Sun, 08 Sep 2019 19:00:14 +0000

What would a Tesla fairy tale in China look like? Well, that depends on whether you’re a Tesla bear or Tesla bull. Let’s have a look at two scenarios

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Chinese EV Sales In July: After The Subsidy Storm

Credit to Author: Jose Pontes| Date: Sun, 18 Aug 2019 07:10:08 +0000

After an end-of-incentives derived surge in June, July saw the expected hangover, with the Chinese plug-in vehicle market dropping 7% year over year (YoY), and the 70,000 units of last month representing less than half of the deliveries of the previous month. Plug-in hybrids (PHEVs) sank 22% YoY in July, their worst drop in over two years, while, amazingly, fully electric vehicles (BEVs) still managed to grow, if only by 1%, despite the gloom all around them (the overall market also dropped 4%)

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