Ann: Orocobre Limited - 2019 AGM Presentation, page-117

Some very interesting information and data on the Chinese NEV market by Moneyball on twitter.

"#China December #NEV production: 154 K, -32% YoY.#EV #battery installed capacity: 9.71 GWh, -27% YoY, +54.4% MoM.2019 NEV production: 1.177 M, -4% YoY.2019 installed capacity: 62.38 GWh, +9% YoY.(GGII)"

most important number for us Orocobre investors is installed capacity +9% YoY. It is due to larger average battery size i.e. longer range models more pure BEVs vs PHEVs.

"#China #EV production will not exceed numbers required by #CAFC-#NEV credit system in the next 2-3 years, says CAAM vice chairman.Companies with positive gross margin to produce enough EVs to meet the requirements and those with negative margins to buy credits, VC explained."

for more detailed information: https://mobile.twitter.com/dkurac?lang=de