Automobile Industry 02 (Oct 15 - Apr 23)

[winston]

China Automobile Sector

Easing commodity prices, improving supply chain and a brighter economic outlook, should offset some of the impact from normalising sales growth and rising competition

Automakers’ high-end electric vehicle (EV) strategy to mitigate vehicle margin erosion from price competition

Anticipate government to remain committed to support the new energy vehicle (NEV) industry; estimate NEV sales CAGR of 24% from 2022-25

Source: DBS

[behappyalways]

Combustion Going Bust: Global Phase-Outs Of Gasoline Cars
https://www.zerohedge.com/geopolitical/ ... oline-cars

[winston]

Future Ford Vehicles Could Repossess Themselves

BY TYLER DURDEN

Source: Zero Hedge

https://www.zerohedge.com/technology/fu ... themselves

[behappyalways]

自己抄自己? 中國電動車廠傳抄襲爭議 長安指控吉利新車侵犯智慧財產權 驚覺背後設計師竟為同一人?｜記者 許庭瑋｜【國際大現場】20230302｜三立新聞台
https://m.youtube.com/watch?v=kJKLz4tEY4A

[winston]

The Inherent Problems With EVs That No One Wants To Talk About

1. Constant Lithium Mining
2. Battery Replacement Cycles
3. Outdated Electrical Infrastructure
4. Battery Fires
5. Battery Disposal
6. Electricity Fuel Sources

https://grantpiperwriting.medium.com/th ... 611407edfd

[winston]

China: EV Supplier

As a supplier to the worldwide EV industry, China provides about…
80% of the graphite material for battery anodes…
70% of the refined cobalt…
55% of the primary nickel…
60% of the lithium chemicals…
79% of all lithium-ion batteries…
And 85% of the processed rare-earth elements.

Source: Investor Place

[behappyalways]

A "Stock Clearance": Most Major Automakers Slash Prices In China As Demand Stalls
https://www.zerohedge.com/markets/stock ... and-stalls

[winston]

China's Auto Industry Association Urges "Cooling" Of Price War, As Major Manufacturers Slash Prices

Source: Zero Hedge

https://www.zerohedge.com/markets/china ... ash-prices

[behappyalways]

How will it affect car manufacturers' profits???


燃油車末日警鐘響！歐美及中國祭史上最嚴格碳排標準 車商進入"內卷市場"｜20230328｜@inewsplus
https://m.youtube.com/watch?v=a1mknpYpERE

[behappyalways]

EU To End Sales Of New Gasoline And Diesel Cars In 2035
https://www.zerohedge.com/energy/eu-end ... -cars-2035