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.
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.
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.
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…
Further Reading: Why is Mobileye losing in China?
Mobileye has a business model that doesn't fit today's Chinese market, this article says.
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.
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.
Further Reading: BYD — The triumph of technologists
BYD and Huawei are similar in that they both achieved product leadership through breakthroughs in core technologies.
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…
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…