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CnEVPost Newsletter: Deutsche Bank on NIO's operational issues; Tesla Q4 deliveries

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CnEVPost Newsletter: Deutsche Bank on NIO's operational issues; Tesla Q4 deliveries

Jan 3
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CnEVPost Newsletter: Deutsche Bank on NIO's operational issues; Tesla Q4 deliveries

newsletter.cnevpost.com

Deutsche Bank asks: Will NIO's operational issues ever end?

"The short is answer is yes but we share investor frustration following the guidance cut last week," Edison Yu's team wrote.


Spy photo: Refreshed NIO ES6 seen in road test

The ES6 is NIO's least expensive SUV and contributed 46 percent of the company's sales from January-August 2022.


NIO's William Li expects China's auto industry chain to stabilize by March or April

"I am very confident that in the near future, China supply chain and the auto industry will return to normal," Li said.


Deutsche Bank on Dec China EV sales: Li Auto shines, NIO disappoints

Li Auto showed strong execution and sequential growth, while Zeekr's sales performance was the biggest positive surprise of last year, said Edison Yu's team.


Tesla delivers record 405,278 vehicles globally in Q4

For the full year 2022, Tesla delivered 1,313,851 vehicles globally, up 40.38 percent from 935,950 vehicles in 2021.


Tom Zhu's role expands to cover Tesla's North American and European sales operations, reports say

Tesla China chief Tom Zhu has reportedly been promoted to run the electric vehicle maker's US assembly plants as well as sales operations in North America and Europe.


BYD Dec sales breakdown: Song 70,079 units, Han 29,468 units

For the full year 2022, the Song family sold 478,120 units and the Han family 274,015 units.


BEV sales: How do Tesla, BYD, NIO, XPeng, Zeekr compare in 2022?

Tesla remains the world's largest manufacturer in the BEV segment, though BYD is rapidly closing the gap with it.


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CnEVPost Newsletter: Deutsche Bank on NIO's operational issues; Tesla Q4 deliveries

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