Some sales figures from Chinese manufacturers in April.
"#BYD Apr #NEV sales at 12,995, -45.87% YoY.#EV PV: 9,966, -38.16% YoY.Bus: 609, +194.2% YoY.Jan-Apr at 35,187, -63.79% YoY.EV PV: 28,076, -54.42% YoY.Bus: 1,236, -2.75% YoY."
https://mobile.twitter.com/DKurac/status/1258332112140201984
"#Geely Apr #NEV and #HEV sales at 5,439, -33.01% YoY, +117.2% MoM, company says."
https://mobile.twitter.com/DKurac/status/1257990913558671360
"#NIO April deliveries at 3,155 units, +180.7% YoY, +105.8% MoM, #China media reports.ES6: 2,907.ES8: 248."
https://mobile.twitter.com/DKurac/status/1257946089774186498
"#Chery Apr #NEV sales up 112.5% MoM, company says.Apr total sales at 40,079, +15.4% MoM.Further details were not disclosed."
https://mobile.twitter.com/DKurac/status/1257910514522353670
"#BAIC Foton Apr #NEV sales at 474, +33.14% YoY.Jan-Apr sales at 883, -69.87% YoY.Apr production at 732, +69.8% YoY.Jan-Apr at 1,263, -48.26% YoY."
https://mobile.twitter.com/DKurac/status/1257563168215191552
Info on battery demand for heavy machinery in China
"#EV #battery demand of #China heavy machinery at min. 40 GWh as each year 400 K new units added to the current >8 M unit inventory, while most machinery capacity at 100-300 kWh, GGII says as it analyzes recent Sani, #CATL deal on joint development of electric heavy machinery."
https://mobile.twitter.com/DKurac/status/1257906732283527169
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