China EVs & More Episode #45 - CAAM Numbers, Niutron and the Tech/EV companies & Expectations for NIO Day
Tu and Lei start this pod with a discussion on CAAM numbers and outlook for BYD & Chery. They then take a look ahead to 2022 and how the OEMs will deal with the current battery constraints and how they may bleed into 2022.
Tu & Lei then give a bit of background on Niutron and its CEO, founder of NIU, and his colorful past which then pushes them into a broader discussion about the technology companies who've announced plans to enter the EV space.
Finally, Tu & Lei discuss the 9.98% stake that BAIC has in Daimler, how it got to that point and the significance of two Chinese OEMs owning almost 1/5 of one of Germany's most important companies.
They close out the pod with a discussion on NIO Day 'Hello World' and speculate what you may see as part of NIO Day.
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