China EV industry sell-off creates opportunity, says Morgan Stanley
Li Auto leads the pack with superior execution, but risk-reward increasingly favors Xpeng and Nio after a drastic sell-off this year, Morgan Stanley said.
Lithium prices see biggest drop this year in China as decline accelerates
Nio's management previously said they expect lithium carbonate prices to fall back to RMB 200,000 per ton this year, boosting gross margins back up.
Nio's 1st 3rd-gen swap stations to go live on Mar 28
Nio's third-generation battery swap stations are expected to be ready for volume production in April, with deployment ramping up in May, William Li said a month ago.
BYD makes brand debut in Uzbekistan, starts local pre-sales of 3 models
BYD introduced three models in Uzbekistan and its three pioneering stores in Tashkent will open in March. (Image credit: BYD) BYD (OTCMKTS: BYDDY) made its brand debut in Uzbekistan and […]
Xpeng Q4 earnings call: Key points of transcript
Xpeng announced its fourth-quarter earnings today and held a conference call with analysts. Here are key points from the text of that call.
Xpeng Q4 earnings: Deutsche Bank's first look
Xpeng delivered weak 4Q results, accompanied by a muted 1Q outlook that shows March demand still under pressure, Deutsche Bank said.
Xpeng Q4 earnings call: New order intake up 100% in Feb from Jan
Xpeng saw a 100 percent increase in new order intake in February compared to January, and orders for the P7i have been strong since its launch, with another significant increase in order intake in March compared to February.
Xpeng Q4 revenue misses estimates, gross margin falls to single digit
Xpeng expects first quarter vehicle deliveries to be in the range of 18,000 to 19,000 units, implying that March deliveries are expected to be 6,772 to 7,772 units.
Polestar 3 officially unveiled in China, price cut by about $29,080 from previous
Polestar has officially unveiled the Polestar 3 in China today with what it calls a new pricing system.
Vlogger ordered to apologize and pay damages to Nio for spreading false info
The vlogger was ordered to publish an apology on his channel and pay Nio financial damages of RMB 80,000 yuan ($11,640).