China NEV sales and production numbers are out (only include passenger vehicles). Considering that I don't have numbers for South Korea, Canada, China light commercial NEV sales and quite a few minor markets (LCV) sales, I think a 575K units is a good estimate now, which is also the middle of my first estimate's range. I think this is a decent result considering the effect of the shutdown in Shanghai or the war in Ukraine (Tesla China only sold 1512 vehicles, exported 0 and produced only 10,757 units, which is far below the previous months).
AKE Price at posting:
$10.95 Sentiment: None Disclosure: Held