Author: DENG Ya/D1EV Source: https://mp.weixin.qq.com/s/cMSam1AwKX_yHdqlS6-vFw Translation/edit: MoneyballR Speculations on NIO 150 kWh battery supplier did not start with NIO Day December last year, on the fourth floor of Sofitel hotel in Haikou, NIO president started a conversation with the media that was not scheduled. …

Author: ZHU Yulong Source: https://xueqiu.com/6659575183/168114612 Translation/Edit: MoneyballR What was interesting today was that as Tesla US started another round of price corrections, Model Y added standard range version despite claims that short-term this would not happen. Starting price is at $41,990. Model 3 Price and Insurance Data Review The version…

Author: KOU Jiandong/CLS Source: https://www.chinastarmarket.cn/detail/659746 Translation/edit: MoneyballR After NIO revealed 360 Wh/kg, 1,000 km range solid state battery on NIO Day last weekend, the market started to speculate on NIO’s solid state battery supplier. Laboratory tests have reached technical requirements, but market speculations are not correct. We have a very…

Author: EV Observer Original source: https://xueqiu.com/6381881761/167339998 Translation/edit: MoneyballR On December 31st, 2020, four government departments issued “Notice on Further Improvement of Financial Subsidy Policy for NEV Promotion” in which 2021 subsidy scheme was published. Basically, 2021 policy is arranged according to 2020 published subsidy scheme — 2021 subsidy policy will…

Author: ZHU Yulong Original source: https://xueqiu.com/6659575183/167402446 Translation/edit: MoneyballR Introduction Yesterday, on the first day of 2021, Tesla announced official start of MIC Model Y sales. A dummy price tag was replaced with a more reasonable one and Model Y LR starting price is now RMB 399.9K, RMB 148.1K cheaper than…

Author: CUI Dongshu (CPCA secretary general) Original source: https://mp.weixin.qq.com/s/6yNVGNwa_bgjo_RszihtGA Translate/edit: MoneyballR Tesla China significantly adjusted MIC Model Y price. I think that Tesla localized its products and is now changing industry’s pricing rules, especially when it comes to tacit rules on high premium in SUVs. Strong downward trends in 2020…

Author: XIANG Xiufang/Caijing Translation/edit: MoneyballR Source: https://www.d1ev.com/news/shichang/133311 Over 80% of auto OEMs are faced with production overcapacity Automotive industry has fallen into a vicious circle. …

Author: ZHU Yulong Translation/edit: MoneyballR Source: https://xueqiu.com/6659575183/160166000 I will use the photographs I have recently received to discuss this compatible remodeling. Actually it is entirely identical to my earlier thinking. I think that the LFP battery is most probably what Elon Musk will use to build $ 25K car that…

Author: KOU Jiandong/ CLS Translation/edit: MoneyballR Source: https://www.cls.cn/detail/634462 The news that scarce IC supply caused SAIC-VW and SAIC-FAW to halt production, quickly spread in the market last weekend. Survey on over 20 Chinese OEMs and tier 1 suppliers shows that situation might not be as bad as reported— over half of…