CnEVPost Newsletter: Deutsche Bank on NIO's operational issues; Tesla Q4 deliveries
"The short is answer is yes but we share investor frustration following the guidance cut last week," Edison Yu's team wrote.
The ES6 is NIO's least expensive SUV and contributed 46 percent of the company's sales from January-August 2022.
"I am very confident that in the near future, China supply chain and the auto industry will return to normal," Li said.
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.
For the full year 2022, Tesla delivered 1,313,851 vehicles globally, up 40.38 percent from 935,950 vehicles in 2021.
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.
For the full year 2022, the Song family sold 478,120 units and the Han family 274,015 units.
Tesla remains the world's largest manufacturer in the BEV segment, though BYD is rapidly closing the gap with it.
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