NIO Short report, Polestar goes public in the US, TSMC bigger than Intel - SAI Newsletter 25
Beijing is moving in the right direction this week. The boys are back in school as of Monday - just in time for finals. Most...
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The Sino Auto Insights team
- Jun 22, 2022
- 9 min
The Li Auto L9 unveiled, Tesla vehicles banned, and BYD Down Under - SAI Newsletter 24
The headline picture is one I took this past weekend while on a bike ride with the family. It’s of the West entrance of the Solana mall...
The Sino Auto Insights team
- Jun 15, 2022
- 7 min
Jidu Robo-1 Unveil, BYD Tops VW, Singapore Jumps China for Startup ecosystem - SAI Newsletter 23
…and we are BACK to restrictions. The bar outbreak turned into a huge mess and restaurants around the Sanlitun area have been closed and...
The Sino Auto Insights team
- Jun 8, 2022
- 7 min
Tesla & BYD battery collab, Apple CarPlay Drops Like a Brick, Beijing is BACK - SAi Newsletter 22
We are BACK in business. We seemed to have averted a major disaster with a successful containment of Covid here in Beijing. Restaurants...
The Sino Auto Insights team
- Jun 1, 2022
- 7 min
Tesla's Diner, Truck bloat fees, Michigan Missing out - SAI Newsletter 21
There are a couple of different holidays going on this week, Children's Day and Dragon Boat festival, so will be short and sweet with...
The Sino Auto Insights team
- May 25, 2022
- 13 min
CALB on CATL's heels, Tesla is Tanking, Bosch & WeRide Co-Lab - SAI Newsletter 20
It’s becoming a bit more restrictive now in Beijing. This week our complex banned delivery people from entering our buildings so now all...
The Sino Auto Insights team
- May 19, 2022
- 10 min
Shanghai Opens (Slowly), Bageled: Shanghai April Sales, Another Recall for Tesla - SAI Newsletter 19
Beijing seems to be in a holding pattern with regards to Covid, so we are testing every day now. I was told the magic (arbitrary) number...
The Sino Auto Insights team
- May 12, 2022
- 11 min
Tesla's Anemic April sales, US Lifting Auto Tariffs (?), (+) Nickel, Lithium - SAI Newsletter 18
Covid positives aren't going down so holding firm here in Beijing (BJ) which means kids and parents still online. Let me also emphasize...
The Sino Auto Insights team
- May 5, 2022
- 10 min
Beijing COVID Update, Tesla's Deep China Ties, Yep - Didi Still in Trouble - SAI Newsletter 17
We are just getting back from May holiday, China's Labor day, and there are a few changes to Covid policies here in Beijing. First, there...
The Sino Auto Insights team
- Apr 27, 2022
- 9 min
Beijing on Edge, NIO Hits 200K, CATL 1st Battery Swap Partner - SAI Newsletter 16
Here we GO. It looks like Beijing now also has a new, unwelcome visitor that’s causing some panic buying, a spike in the demand for...
The Sino Auto Insights team
- Apr 20, 2022
- 10 min
Lockdown Update, NIO Beats Germany EV Inc in March Sales, GoTo Indonesia IPO - SAI Newsletter 15
There are still major cities and parts of China on lockdown due to the pandemic, numbers being thrown - >40 cities and >300M either...
The Sino Auto Insights team
- Apr 13, 2022
- 10 min
My Thoughts on the Li One, MIC Model Y - Best Seller, CATL Domination - SAI Newsletter 14
First this week, I wanted to give a more detailed review of the Li Auto Li One. My look will be from these lenses. Technology, design,...
The Sino Auto Insights team
- Apr 6, 2022
- 6 min
Shanghai Lock's Down, Polestar & Hertz - Together, Uber's Superapp - SAI Newsletter 13
Short week so short newsletter. First off, congratulations to Gogoro which went public yesterday via a merger with Poema Global...
The Sino Auto Insights team
- Apr 6, 2022
- 11 min
Shanghai in Lockdown, CATL Heads West, Vinfast Beats China EV Inc - SAI Newsletter 12
Will keep up top short and sweet. Busy week as we head into the Tomb Sweeping holiday weekend where we’ll have next Monday & Tuesday off....
The Sino Auto Insights team
- Mar 23, 2022
- 10 min
Auto Beijing 2022 - Postponed, BerlinGiga Finally Open, 100K XPeng P7's - SAI Newsletter 11
With the restrictions and lockdowns gripping China this was all but inevitable. It is O-fficial – Auto Beijing 2022 is now postponed to...
The Sino Auto Insights team
- Mar 17, 2022
- 10 min
Tesla - Twice as Nice w/ Price Lifts, Didi Motor Co, VW Group Europe Challenges - SAI Newsletter 10
As evidenced by some of the extreme measures that parts of China are taking to contain it, Covid-19, in its many variants is still moving...
The Sino Auto Insights team
- Mar 9, 2022
- 10 min
Ford's BALLER Move, Nickel Prices Climb, NIO ET7 Blowing Up China Twitter - SAI Newsletter 9
OK, this is more like it! Mobility-related news is coming out in more frequency which means we’ve O-fficially turned the corner on the...
The Sino Auto Insights team
- Mar 3, 2022
- 8 min
Battery Tech Progress - Slow & Steady, NIO Swapping Partner, China AV Levels - SAI Newsletter 8
February sales numbers have started to trickle out and most of them are disappointing which would be expected due to CNY effectively...
The Sino Auto Insights team
- Feb 24, 2022
- 9 min
Final Week of MOBILIT/E, XPeng Gets Into AVs, NIO Gets Into Phones - SAI Newsletter 7
We are into week #2 of the MOBILIT/E Conference and so far we’ve had some amazing discussions across a number of different topics. I was...
The Sino Auto Insights team
- Feb 17, 2022
- 6 min
MOBILIT/E Kicks Off with a Bang, NIO ES7 Announced, Porsche is Crushing in China - SAI Newsletter 6
The MOBILIT/E Conference has kicked off this week and I’d say the first few days have been pretty successful. I had a marathon Tuesday AM...
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