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CnEVPost Newsletter: NIO and Li Auto's earnings preview
Deutsche Bank's Edison Yu's team thinks NIO's performance will improve significantly in the second half of the year, but there's a big "IF" in it.
Deutsche Bank believes the true test for Li Auto will come in the second half of the year.
The unveiling of the Sehol E10X test vehicle means that sodium-ion batteries are starting to be used in passenger cars, after the new batteries were mainly used in electric two-wheelers and for energy storage.
Industrial-grade lithium carbonate prices in China today fell below 400,000 yuan ($58,000) per ton, a pullback of more than 30 percent from the November peak.
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