Moneyball

@DKurac

China web media researcher | Industry & Commodities

Vrijeme pridruživanja: lipanj 2015.

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  1. prije 30 minuta

    If epidemic generally ends next month, it will suppress production and sales short-term, but mid and long-term it'd have a temporary effect, VP says. If it lasts until May, w'd have to see the magnitude & government's response to make a judgement, VP said.

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  2. prije 55 minuta

    Epidemic to have a short-term effect on auto sales, but long-term no effect, BYD Auto Sales GM says. Epidemic will boost demand for passenger vehicles, GM said.

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  3. prije 1 sat

    Q1 sales will certainly see epidemic effect, as for 2020 it is too early to say, but Feb is usually the lowest month, so I don't think it'll have a big effect on annual sales, GM said. We will not change our targets and will continue as planned, GM added.

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  4. prije 2 sata

    Leap Motor T03 to enter market as scheduled in H1, company says as it reveals production to continue as of February 10th. Novel coronavirus outbreak so far has not affected our supply chain or manufacturing, company explained.

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  5. prije 2 sata

    Joyson to supply airbags, safety belts, etc for Tesla Shanghai Model 3, Model Y, media reports. Earlier GGII estimated Tesla to localize 80% of its supply chain by Q3, which would help gross margin/unit pass 30%. Currently, 50% of Tesla's China suppliers in Shanghai area.

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  6. prije 3 sata

    Big producers continued production during Lunar & got new orders recently. February looks bleak for small/medium ones as they did not get any orders/inquiries, SMM reports. Feb production to ⬇️ca. 40% MoM due to delayed downstream demand and outbreak, SMM adds.

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  7. prije 3 sata

    salt February production ⬇️ ca. 40% MoM as logistics becomes an issue for country's major production areas in Qinghai, Sichuan and Shandong due to novel coronavirus outbreak, SMM estimates. salt February production ⬇️ca. 25%, SMM forecasted.

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  8. prije 4 sata

    Once epidemic under control, market to bounce back, but only short-term as outbreak just adds pressure on already downward trends, Shanxi Securities analyzes. Current situation reduces mobility, logistics demand, so short-term epidemic effect significant, it added.

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  9. prije 4 sata

    BMW 5, BYD Tang and Passat led Top 30 registered models in 2019.

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  10. prije 24 sata

    Zhongtong, Yaxing, Yutong win Weifang's ¥260 M tender for 100 city buses. Zhongtong to provide 40, Yaxing & Yutong 30 buses each. Last August, Weifang became Shandong's 1st city to have FCEV city buses. It plans to have 300 FC buses, sanitation & official vehicles by 2022.

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  11. prije 24 sata

    second tier cities recorded highest December passenger sales, 60.9 K, -59.02% YoY, vehicle registration data shows. (Shengang Securities)

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  12. 5. velj

    market downward trends from 2018-19 have not ended. Consumer power and confidence are still weak, so the outbreak will just delay market's recovery, CEO. We produce based on orders, so we have no issues with inventory, CEO commented extended production halts.

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  13. 5. velj

    Bullwhip effect shows that 15 days of market turbulence brings 2-3 months of operating cost losses, so I believe gov't will help co's reduce the losses, Chery GM commented the outbreak. I hope subsidies won't be cut & local gov't money will go to charging subsidies, GM said.

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  14. 5. velj

    Once epidemic is under control, part of consumers will want to reduce dependence on public transport and buy a car, says Sales GM. Q1 production to be affected by extended holidays, so sales to depend on existing inventories, GM added.

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  15. 5. velj

    Short and mid-term, Wuhan outbreak will definitely affect not only industry but economy as a whole. It will be a huge challenge, especially for startups, president says. However, long-term this will increase demand for private vehicles, president added.

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  16. 5. velj

    MIIT allows delayed 2019 - credit reports. Companies are allowed to rearrange time of reports according to epidemic situation and holiday extension situation in their provinces. companies were supposed to submit the reports by the end of February.

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  17. 5. velj

    Shanghai HQ to continue working on February 10th, the company said. Earlier, Anhui province, home of NIO's OEM, ordered holiday extension for factories until February 10th.

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  18. 5. velj

    Great Wall's Fengchao to deliver >7GWh of to a European manufacturer, media reports. Manufacturer was not revealed, but earlier reports showed PSA, BMW, Audi & Mercedes were assessing Fengchao's prismatic 51Ah cell / 1P12S, 355VDA module.

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  19. 5. velj

    Tesla (Shanghai) to delay February planned deliveries due to novel coronavirus outbreak, media reports. The company is currently rearranging delivery plans, media cited Tesla official.

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  20. 5. velj

    Short-term effect of Wuhan outbreak on production can be solved by exploiting currently low utilization rate of national production capacity. Outbreak won't affect long-term trends. Once epidemic under control, next quarter bounce back. (BOC International)

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