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Episode 94 - Zero COVID > ALL COVID, Unpacking November sales, the latest on the Global AV sector
China EVs & More
Is There a Record Breaking in December?
November sales weren't bigger than October sales, especially because there's a week that we lost in October. The thing that surprised me a little bit was that the mass market EV brands were weaker. I don't really see, because no one else at the mass market level is gaining significantly to point to why Netta is down 16%.
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