Phate Zhang
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EV stocks soar in HK: Nio up 12%, Xpeng up 20%
Nio and Li Auto are both up about 30 percent since last Monday, while Xpeng has rallied 70 percent in the same period.
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BYD Nov sales breakdown: Song 64,145 units, Han 31,786 units
The BYD Yuan family sold 29,402 units in November, while the Qin family sold 28,320 units.
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BYD sells 230,427 NEVs in Nov, up 5.8% from Oct
BYD sold 113,915 BEVs and 116,027 PHEVs in November.
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Tesla offering Chinese consumers soft promise that if they order now, they'll get delivery this month
While the latest change appears to mean little change in wait times for Tesla models in China, the move is worth watching.
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Nio resumes showing ET5 wait time
The latest wait time for the Nio ET5 is 13-15 weeks, down from the 21-23 weeks shown when this information was first available on September 16.
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Deutsche Bank China EV sales: Nio and Li Auto roar back on new product cycles
Fab 5 China EV sales came in stronger than expected as new product cycles at Li Auto and Nio really start to kick in, leading to record monthly volumes despite a weak macro backdrop, said Edison Yu's team.
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Xpeng delivers 5,811 vehicles in Nov, up 14% from Oct
Xpeng expects deliveries to increase significantly in December as production of the G9 ramps up under normal operating conditions.
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Nio delivers record 14,178 vehicles in Nov, up 41% from Oct
Nio will further accelerate production and deliveries in December, the company said.
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Li Auto delivers record 15,034 vehicles in Nov, up 50% from Oct
Li Auto delivered a record 15,034 vehicles in November, a single-month high, according to figures released today.
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Tesla recalls 435,132 vehicles in China, will fix via OTA update
During wake-up from park, the outline lights on some vehicles may fail to illuminate due to a software error during the initialization of internal parameters.









