Happy for you to list the “it’s” and go beyond empty rhetoric.
There are several “its” ; one of them I list here, that is BNB’s business as AVZ represented without sources reference, is revealed as not just misleading but pure fabrication.
What we see below are the facts from BNB’s Guo Wei, supplied in an XLS sheet from Guo Wei. Similar data on BNB’s business is also supplied from GGII and GGII data is authenticised from China GOV MIIT that handles registration for EVs.
So the minor discrepancies between BNB chairman and GGII, is one of “calibre”. BNB shows supply differently not on a registered vehicle basis.
You also begin to see that BNB did not HOLD THE Dominant market position as AVZ narrates. It was a top supplier of soft pack lithium iron batteries. Low density batteries but AVZ say nothing on that despite the fact buses are referred to.
If you don’t know who GGII is, then check CATL IPO prospectuses, it’s the institute that researches EV battery supply. It’s also the institute BNB made sponsored ads via on its WeiXin page at the same time AVZ’s narrative was launched for us. (Another matter to be shared here.)
As you can see, BNB had no business to talk of with Yutong. Yutong was CATL’s customer.
The same goes for the rest. You can see from this table AVZ facts don’t stack up.
Anyone who wants independent data needs to contact GGiI and pay for their Data on BNB.
Guo Wei is harder to reach but his supply direct on Weichat is still on our good friends weichat app as PROOF when ASIC lodgement is made of necessary. However ASIC will have its own processes. We just need to give them confidence it’s THERE.
The overall impression is, CATL’s top customers are made out to be BNB’s.
BNB top customers were heavy industry vehicles by state owned manufacturers we’ve never heard of especially from AVZ and Ninja.
on the left is Guoneng, BNB supply to EV customers. Ask your Chinese friend, where is Yutong.
on right is CATL and descending with BYD and so forth.
I think that’s pretty good substantiation but if you want more please do request.
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