Tesla2 Min Read RainManonAugust 18, 2022 Further Reading: How does it feel to work on Tesla Giga Shanghai assembly line? These workers are scattered throughout the assembly, welding, and battery shops, performing work that cannot yet be replaced by robots.
Nio4 Min Read RainManonAugust 6, 2022 Further Reading: This retail investor explains why he believes Nio is better bet in China’s EV trio An Nio investor explains why he believes Nio has a deep moat while Xpeng and Li Auto do not.
Industry News2 Min Read RainManonJune 17, 2022 Further Reading: Audi fails in China’s EV market This article summarizes Audi's rise to prominence in China over the past 30 years and its impotence in the disruptive arrival of electric vehicles.
Industry News2 Min Read RainManonJune 15, 2022 Further Reading: How does Shanghai’s auto market fare after life returns to normal from Covid? Nio's ET7 seems to be continuing to draw Shanghai customers to its stores, while WM Motor, Volkswagen, Toyota, GM, and GAC Aion are seeing…
Industry News2 Min Read RainManonMay 26, 2022 Further Reading: Why is Mobileye losing in China? Mobileye has a business model that doesn't fit today's Chinese market, this article says.
Nio3 Min Read RainManonMay 17, 2022 Further Reading: A rare glimpse into Nio’s internal management Many readers are already familiar with Nio's business progress, but how is the company managing internally? This article offers a rare glimpse.
Industry News2 Min Read RainManonMay 13, 2022 Further Reading: A panoramic view of China’s automotive supply chain This is the best analysis we have seen of the Chinese automotive supply chain and what impact Covid has had.
BYD2 Min Read RainManonApril 25, 2022 Further Reading: BYD — The triumph of technologists BYD and Huawei are similar in that they both achieved product leadership through breakthroughs in core technologies.
Industry News2 Min Read RainManonApril 15, 2022 Further Reading: German luxury automakers’ EV models in China — No one cares, even their salespeople BMW, Mercedes-Benz and Audi's NEVs are not selling well in China, even salespeople don't recommend them to customers, and some stores sell…
Industry News2 Min Read RainManonApril 13, 2022 Further Reading: How does Shanghai’s auto industry fare under Covid? Nio Shanghai provided online service guidance and skills training for service specialists from April 1 to April 3, and conducted 39 live…