China EVs & More Episode #52 - January Sales, Tesla 2022 Outlook, MOBILIT/E Conference Launches
Tu & Lei start out this week's pod going over January sales numbers which have been slow to trickle in. They move on to a discussion about BYD & Tesla and how they could get to their 2022 sales targets.
With the Beijing winter Olympics going on, the news cycle in China for the EV/AV space is a bit slow but Tu & Lei believe this to also be the calm before the Beijing Auto Show storm. With 11 weeks until the show, they both expect announcements to begin to increase significantly leading up to the show.
Tu talks about how to really measure strength when looking at 2022 by looking at an automaker's growth vs. the market growth. The way to measure individual OEMs' success is by looking at them compared their contemporaries in the same segment.
Tu & Lei move the discussion to the latest China EVs & More MAX episode with Maxwell Zhou, CEO of DeepRoute.
They end the pod talking about the MOBILIT/E Conference that Sino Auto Insights co-organized and kicks off this week. For those interested in learning more about the conference, you can head here: https://mobilit-e2022.climatetransformed.com/
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