Episode 94 - Zero COVID > ALL COVID, Unpacking November sales, the latest on the Global AV sector
China EVs & More
L8
L8 just started deliveries recently, right? So you would hope moving forward, starting December, January, February, whatever, that you would get closer to a two to one ratio on L8 to L9 sales. But I actually think because they're so close together, these, you know, those Russian doll kind of things, there's going to be a decent amount of cannibalization between the three products. And then on the one hand, you have Denza worth a mention because they sold three 3500 units roughly averaging prices of over 400,000 MMB in the first full month of that MPV. There is demand. On the other side, we got to talk about H
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