tag:blogger.com,1999:blog-1399793419425111085.post6316201213559923598..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: China October 2014José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-1399793419425111085.post-56518499359338026902014-11-19T13:13:50.212+00:002014-11-19T13:13:50.212+00:00Tesla exited Q2 with an overproduction of 2200 car...Tesla exited Q2 with an overproduction of 2200 cars when you combine Q1 and Q2 together ... Add produced minus sales for those two quarters. They should have sold more in Q3. They sold 585 less than produced. It looks like they had a large growing inventory of $250 million in finished goods after Q2 and really needed to slow things down somewhat without alarming the stockholders.Bonairehttps://www.blogger.com/profile/17430768576099553241noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-41039665705118489392014-11-18T19:14:08.431+00:002014-11-18T19:14:08.431+00:00Jose, your YTD data around Kandi cannot be correct...Jose, your YTD data around Kandi cannot be correct. Kandi has reported Q3 results on 11/10/2014 and their report (press release, and as filed with the US SEC) shows the company only supplied to 1,950 EV units for that entire quarter. Your source for month of September units for Kandi of 6,771 seems like it maybe the bad input that is throwing your analysis off and leading to significant overstatements of Kandi's place in this market. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-37651475797973395172014-11-18T18:35:14.204+00:002014-11-18T18:35:14.204+00:00IIRC somewhere read that retooling took close to m...IIRC somewhere read that retooling took close to month instead of planned 2 weeks, so to delivery Q3 report, most spetember build cars were sold in America, and most october build cars were in transitAs Ahahttps://www.blogger.com/profile/05731184533917121058noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-43941211510750237642014-11-18T10:06:24.257+00:002014-11-18T10:06:24.257+00:00Maybe they are going to Japan after they released ...Maybe they are going to Japan after they released now the chademo adapter for Japan?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-13990755699444740252014-11-17T17:35:17.187+00:002014-11-17T17:35:17.187+00:00Hi Jose,
Here the official numbers for the 9 firs...Hi Jose, <br />Here the official numbers for the 9 first month of 2014. http://www.caam.org.cn/AutomotivesStatistics/20141030/1305136436.html<br />You seem to overestimate a little the market, but the official sales and product numbers are still close to yours. <br />It is impressive! Bravo!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-45960740386340062602014-11-17T09:02:52.587+00:002014-11-17T09:02:52.587+00:00If sales aren't jumping in China and elsewhere...If sales aren't jumping in China and elsewhere in Asia, then something strange is happening to Tesla sales across the Globe, North America sales are average, Europe sales are dowm...Where are all those cars going?José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-46911697252045739872014-11-17T06:27:05.383+00:002014-11-17T06:27:05.383+00:00Jose,
There is no basis for your 800 estimate f...Jose,<br /> There is no basis for your 800 estimate for Tesla in China for October. Do you have at least the import number for Oct? Variety of sources point to a much smaller actual sales numbers in China for Tesla.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-66746696915602759072014-11-15T21:05:37.881+00:002014-11-15T21:05:37.881+00:00By the way, it is reported that a variety of US-ba...By the way, it is reported that a variety of US-based sales sites got RWD inventory cars during October. I doubt all those 3000 cars were in transit on boats. Tesla won't grow on orders alone. They need impulse-buyers to help.Bonairehttps://www.blogger.com/profile/17430768576099553241noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-87108442821398901692014-11-15T20:57:32.736+00:002014-11-15T20:57:32.736+00:00America's Favorite EV is ... The Nissan Leaf. ...America's Favorite EV is ... The Nissan Leaf. Based on unit sales. Favorite EV based on pumped stock valuation? Tesla.Bonairehttps://www.blogger.com/profile/17430768576099553241noreply@blogger.com