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Michael Dunne 鄧凱 proslijedio/la je Tweet
Folks in HK line up maybe through the night at Causeway Bay to buy surgical masks and hand sanitizers.pic.twitter.com/FOjQCObSPv
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Michael Dunne 鄧凱 proslijedio/la je Tweet
Downtown Beijing Intersection at 5pm on February 1st. Photo Credit: Sophia Lyu, ZoZo Go, courtesy of
@Dunne_ZoZoGo.#coronaviruschinapic.twitter.com/iZ4EgT6DYB
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- Big uncertainty around demand for cars. - Could see sales drop by 35-40% in Q1. – China sells 2 million vehicles per month. So, that would mean drop of 2+ million units. – Much clearer picture next week when the country gets back to work.
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Update from ZoZo Go colleagues in Beijing on February 5, 2020: - All city exhibitions off until end March at least – Theatres, parks, museums closed. – V few restaurants open except for delivery. - Grocery and public trans open but sparse.
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How much do face masks cost in Hong Kong? "Prices for masks have skyrocketed. Last week, one store priced a box of N95 respirator masks at $90 for a box of 20. Now a box of 50 masks costs $321."https://qz.com/1793749/wuhan-coronavirus-mask-shortage-illustrates-basic-economic-theory/ …
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Coronavirus damages China's auto industry as outbreak worsenshttps://cnb.cx/2OoYR5i
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A (hidden) cost of more sensors via
@reillybrennan Trucks I FoT Newsletter: US car insurance rates climbed 29.6%, to average of $1,548 in 2019 from $1,194 in 2011 via Wired. 'The high cost of repairing sensor-packed vehicles outpaces the savings from fewer crashes.'Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Michael Dunne 鄧凱 proslijedio/la je Tweet
“More than a third of factories supplying Apple are based in Chinese cities which have extended plant closures.”https://www.ft.com/content/35a4e2f5-32ce-4374-88db-63d0e08b5e01 …
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Michael Dunne 鄧凱 proslijedio/la je Tweet
Powerful representation of a frightening reality.
#Coronarivushttps://twitter.com/surrealhk_/status/1223927813637427200 …
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Can William Li Bin get ‘Tesla killer’ NIO back on track? https://www.scmp.com/magazines/style/news-trends/article/3048363/can-william-li-bin-elon-musk-china-really-turn-electric … via
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Beijing major intersection at dusk, January 30, 2020. One scooter with water supplies. Photo courtesy of Sophia Lyu, ZoZo Go Beijing.pic.twitter.com/VXzfZ7dMhU
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China will lose 1 million units of auto production in Q1 due to the coronavirus.
@Nissan most at risk. My conversation with Shery Ahn@BloombergTVhttps://www.bnnbloomberg.ca/company-news/video/virus-outbreak-a-big-crisis-for-china-s-auto-industry-consultant-says~1889256 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Profits at SAIC, China's largest and most profitable carmaker, fell 29% in 2019 to $3.7Bhttps://www.autonews.com/china/saic-profit-slumps-2019?utm_source=china&utm_medium=email&utm_campaign=20200130&utm_content=article3-headline …
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Michael Dunne 鄧凱 proslijedio/la je Tweet
A boardcast message from dad’s hometown in rural Zhejiang asking people to stay home during the coronavirus outbreak. (This is one of the most difficult dialects in my region. Have been hearing it every year for 20+ years, but still understand less than 30%)pic.twitter.com/DAypi5Wu4B
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Friday Flashback China's Sensational, Unprecedented, Never to Be Repeated Golden Decade of Automotive Growth China Car Sales (2002-2012) 2002: 1.1M 2004: 2.4M 2006: 5.2M 2008: 6.7M 2010: 13.8M 2012: 15.5M
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"If you have an important point to make, use a pile driver. Hit is once. Go back and hit it a second time. Then a third. Give it a tremendous whack." - Sir Winston Churchill
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Shanghai Auto Group Sales, 2019: 6.2 million, down 11%. Includes JVs with VW, GM, plus new overseas operations in India, Indonesia and Thailand. Source: Gasgoo China.pic.twitter.com/H4EOgFm0JT
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Sales are down double digits, profits slipping away. American automakers in China are confronting their most important challenge ever. How did they get here? And what's the comeback plan? The ZoZo Go Newsletter #55 https://www.zozogo.com/blog/2020/1/21/the-zozo-go-newsletter-55 …pic.twitter.com/KTz3dKZcK4
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ASEAN Vehicle Sales Leaderboard 2019(e) Thailand: 975,000 Indonesia: 940,000 Malaysia: 600,000 Philippines: 410,000 Vietnam: 380,000 Total: 3,326,000 US Automakers' Market Share Ford: 3% GM: 1% FCA: <1%
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