CnEVPost Newsletter: Fitch's view on NIO, XPeng, Li Auto; Tesla to expand parts production project at Giga Shanghai

Fitch says NIO, XPeng, Li Auto thrive on products and ecosystems, but warns on competition - CnEVPost — cnevpost.com NIO, XPeng, Li Auto thrive on products and ecosystems, but fierce competition requires significant investment to stay competitive, according to Fitch.

XPeng apologizes again for delayed deliveries as battery supply limits production - CnEVPost XPeng said the extremely tight supply of key components, including lithium iron phosphate batteries, has created great uncertainty in the production of some models.

Tesla to expand parts production project at Giga Shanghai to boost capacity for exports - CnEVPost Tesla sold 59,845 China-made vehicles in January, of which 40,499 were exported.

BYD Semiconductor's 8-inch wafer project in Shandong goes into production - CnEVPost The project is expected to reach full design capacity in about a year, a BYD Semiconductor executive said.

CATL, Sany put battery swap-enabled heavy trucks into operation - CnEVPost The heavy trucks are powered by CATL's lithium iron phosphate batteries, which support both high-power fast charging and quick battery swaps in 3-5 minutes.

Ruilan, Geely's joint venture with Lifan, launches battery swap-enabled model - CnEVPost The model is aimed at the mobility market and was jointly developed by Ruilan and Geely's ride-hailing subsidiary Cao Cao Mobility.

NIO's energy replenishment facility tracker - CnEVPost This article is for tracking the latest number of NIO's energy replenishment facilities, including battery swap stations, supercharging stations, and destination charging stations.