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Sino Auto Insights Profile
Sino Auto Insights

@SinoAutoInsight

3,114
Followers
1,772
Following
867
Media
10,838
Statuses

Management consultancy that helps companies define the future of transportation & mobility. Check out our newsletter:

Worldwide
Joined March 2018
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@SinoAutoInsight
Sino Auto Insights
28 days
@NIONenad @JoePompliano @TomerAzarly Not a chance, but when the richest dude in the league takes money out of the other rich dude’s pockets, I’ll always root for that!
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@SinoAutoInsight
Sino Auto Insights
3 months
The celebration is well underway. #YearoftheDragon
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@SinoAutoInsight
Sino Auto Insights
2 years
MIC @Ford Mustang #MachE getting loaded ready to be shipped to their owners. Pics from Ford PR.
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@SinoAutoInsight
Sino Auto Insights
6 months
📉 slide is real. Has been real. And is getting steeper. Volkswagen, Nissan and Hyundai on track for worst China sales in years
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@SinoAutoInsight
Sino Auto Insights
1 year
Me, Li Bin and a few thousand of our friends. @NIOGlobal
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@SinoAutoInsight
Sino Auto Insights
8 months
My chariot for the next few days. @NIOGlobal @AfonsoEV_
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@SinoAutoInsight
Sino Auto Insights
3 years
@alex_avoigt We talk to 🇩🇪 🚘 folks here in 北京 weekly & it’s slowly sinking in to staff here how dire things may get. Those folks also still haven’t been able to convince the leadership in Munich, Stuttgart, or Wolfsburg to change strategy or even listen to any of their concerns.
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@SinoAutoInsight
Sino Auto Insights
10 months
Will you FINALLY believe us now?? Heard on the Street: Geely is the Chinese car company Americans will see most of in the coming years via @WSJ
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@SinoAutoInsight
Sino Auto Insights
21 days
William getting ready for his closeup. @NIOGlobal
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@SinoAutoInsight
Sino Auto Insights
3 months
And then there were a few …dozen still. 🤣
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@SinoAutoInsight
Sino Auto Insights
9 months
Hearing word of a pending partnership between another 🇩🇪 Legacy Inc <> and an 🇨🇳 EV Inc. It could be noise 👂🏽👂🏽 though, still trying to get confirmation…
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@SinoAutoInsight
Sino Auto Insights
20 days
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@SinoAutoInsight
Sino Auto Insights
8 months
The gang is here. And I mean WHOLE GANG. @IAAmobility @NIOGlobal @BYDCompany @MercedesBenz
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@SinoAutoInsight
Sino Auto Insights
2 years
Li Bin doing his thing. @NIOGlobal #ES7
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@SinoAutoInsight
Sino Auto Insights
1 month
Not sure why Tesla numbers are that surprising. Unless you’re not following the >1 yr long onslaught of brands / products & price cuts it’s 3 & 4 yr old products face each week from 🇨🇳 EV Inc. #Tesla played a large part in creating the beast that’s eating away at its sales.
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@SinoAutoInsight
Sino Auto Insights
9 months
Fixes EVERYTHING.
@Rory_Carroll
Rory Carroll
9 months
That’s not duct tape it’s CYBERTAPE
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@SinoAutoInsight
Sino Auto Insights
2 years
Just gonna throw it out there - @NIOGlobal may be designing some of the best interiors in the biz. #justsaying
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@SinoAutoInsight
Sino Auto Insights
5 months
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@SinoAutoInsight
Sino Auto Insights
4 months
@niubi @BradMunchen More disappointment, the M3 Highland ‘refresh’ may get folks in 🇺🇸 & 🇪🇺 excited but dumping the turn signal & throwing on some cosmetic changes won’t move the needle in 🇨🇳. It’s the MY refresh due by summer that’ll tell us if #Tesla if responding to the competition. 👀 for ✂️.
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@SinoAutoInsight
Sino Auto Insights
1 year
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@SinoAutoInsight
Sino Auto Insights
5 months
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@SinoAutoInsight
Sino Auto Insights
2 years
A little sneak peek. This thing is going to be a beast!
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@SinoAutoInsight
Sino Auto Insights
2 years
This is how @NIOGlobal has entered the 🇺🇸. They jumped the fence & are in the Motor City’s backyard. We 👀 you William. What you are doing here…
@leixing77
Lei 𝕏ing邢磊
2 years
$NIO ES8 in Detroit testing via @Mobileye Looking good!
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@SinoAutoInsight
Sino Auto Insights
1 year
Wow. Ant just gave me the ride of my life in SF. @Cruise #JapantowntoSunset
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@SinoAutoInsight
Sino Auto Insights
1 year
It should be now settled. #AutoShanghai is probably the only show in the 🌎 that matters.
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@SinoAutoInsight
Sino Auto Insights
11 months
Lookie, lookie what I 👀. #GM #EV #Silverado
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@SinoAutoInsight
Sino Auto Insights
2 years
Who did it better?? A bit of high beam envy from @BMWi ? @leixing77 pointed this out in our @ChinaEVsandMore @TwitterSpaces room this AM …and yes, I believe there’s a decent amount of flattery here for the @NIOGlobal #ET7 .
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@SinoAutoInsight
Sino Auto Insights
1 year
@CPAutoScribe @Mikeschlee Nothing else needs to be said.
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@SinoAutoInsight
Sino Auto Insights
1 year
One last stop before heading south. @NIOGlobal
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@SinoAutoInsight
Sino Auto Insights
6 months
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@SinoAutoInsight
Sino Auto Insights
1 year
Team @snowbullcapital doing research.
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@SinoAutoInsight
Sino Auto Insights
2 months
If you’re wondering which BIG negative numbers to focus on.
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@ChinaEV_Eng_Lif
🇨🇳China EV, Engineering & Life🇩🇪
2 months
Summary of recent additional haggled discounts obtained by friends on their new car purchases in 🇨🇳: BMW -55% (ICE) Honda -45% (ICE) Lexus -50% (ICE) Audi -30% (ICE) LiAuto 0% (s-PHEV) BYD 0% (EV) NIO 0% (EV) XPeng 0% (EV) Ora 0% (EV)
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@SinoAutoInsight
Sino Auto Insights
10 months
@yilunzh Structural challenges at some 🇩🇪 Legacy Inc could be insurmountable. Even if they had the talent, company culture won’t allow them to move fast enough to keep up let alone overtake. Almost better to tear it down & start all over then watch the slow moving train wreck.
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@SinoAutoInsight
Sino Auto Insights
1 year
EV Ground Zero.
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@SinoAutoInsight
Sino Auto Insights
7 months
What a ENORMOUS trainwreck that I can’t take my eyes off of. 🔥 🔥 it down & start over. #Cariad Volkswagen plans job cuts, further launch delays at software unit -manager magazin - Reuters
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@SinoAutoInsight
Sino Auto Insights
2 years
🇨🇳EV Inc. #sedans
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@SinoAutoInsight
Sino Auto Insights
4 months
@FahimEln @Tesla Holy sh*t. Glad you’re OK, but be sure to take care because sometimes injuries from big accidents like that don’t show up for a few days.
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@SinoAutoInsight
Sino Auto Insights
2 years
There’s someone new moving into the Solana mall in 北京. Does this portend @VW future in 🇨🇳? #sizematters
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@SinoAutoInsight
Sino Auto Insights
6 months
Joining forces. Who’s next?!
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@SinoAutoInsight
Sino Auto Insights
1 year
@_mm85 @MiriamTheobald - Nice chat yesterday about 🚘 and all things digital - thanks for the invitation! Let’s do it again but next time in 🇪🇺. 😃
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@SinoAutoInsight
Sino Auto Insights
8 months
(王传福) Wang Chuanfu - One of the greatest entrepreneurial stories EVER that’s not being told. @BYDGlobal
@TaylorOgan
Taylor Ogan
8 months
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@SinoAutoInsight
Sino Auto Insights
1 year
Meeting friends in-person for the first time. @chinacarstravel @AshinChina @AfonsoEV_
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@SinoAutoInsight
Sino Auto Insights
1 year
Was on TV this morning talking the ‘show’ and a few other things. I invite you to have a look…
@asiasquawkbox
Squawk Asia
1 year
Who's got the edge in the ongoing #EV price war in China? Tu Le, founder of @SinoAutoInsight , says Chinese players like $BYD are 'dominating' over $TSLA.
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@SinoAutoInsight
Sino Auto Insights
1 year
Mutual respect. @CnEVPost
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@SinoAutoInsight
Sino Auto Insights
1 year
Must be a fun time to be hired in as the new #Cariad 🇺🇸 CEO. VW’s New CEO Expected to Replace Management of Ailing Software Unit - The Wall Street Journal
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@SinoAutoInsight
Sino Auto Insights
2 months
Wondering why no one saw this coming? WE DID. In fact, we’ve beaten this 🥁 for a while. Clueless analysts that were silent the last few years have all of a sudden become 🇨🇳 & 🇨🇳 EV Inc experts. You can Monday AM Quarterback what happened or just follow the #OGs that knew.
@Petercampbell1
Peter Campbell
2 months
"Companies that cannot respond will be wiped out," says Honda's CEO. Epochal moment to see arch-rivals Honda & Nissan team up on EVs. Follows VW/Renault talks in Europe. The legacy industry is fighting to survive the Chinese wave. From @KanaInagaki :
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@SinoAutoInsight
Sino Auto Insights
2 months
THIS - so much MORE of THIS.
@KeithNaughton
Keith Naughton
2 months
SCOOP: @Ford is delaying a 3-row electric SUV to focus on a trio of compact EVs starting at $25K to fend off cheap Chinese EVs. Ford is working on a small, battery powered SUV, pickup & ride-hailing car due to debut late 2026. $F @decodethefirm
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@SinoAutoInsight
Sino Auto Insights
18 days
An UN-official @NIOGlobal & @XPengMotors collab.
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@SinoAutoInsight
Sino Auto Insights
2 months
Try to keep up.
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@SinoAutoInsight
Sino Auto Insights
3 months
‘The best or nothing’ - THIS is a #Merc ? Really? Thought the EQS had challenges, but this looks more like a Subaru. They’re going to have a harder time than we thought selling EVs.
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@SinoAutoInsight
Sino Auto Insights
11 months
Well, well, well. Welcome to the party #Toyota ! #CATL suddenly isn't feeling so well... Toyota claims battery breakthrough in potential boost for electric cars
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@SinoAutoInsight
Sino Auto Insights
1 year
Someone seems to be prepping. #NIO
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@SinoAutoInsight
Sino Auto Insights
1 year
W/ the MAN himself. He seems to like the 沪.
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@SinoAutoInsight
Sino Auto Insights
7 months
Mounting pressure on other 🇪🇺 automakers (read: 🇩🇪 automakers) to make bold moves to try to stay in the race. Is #NIO #Merc deal back on the table now???
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@SinoAutoInsight
Sino Auto Insights
3 months
The rest of 🇨🇳 EV Inc…
@CnEVPost
CnEVPost
3 months
BYD launches refreshed Dolphin, reducing starting price by 15% $BYDDY $BYDDF
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@SinoAutoInsight
Sino Auto Insights
4 months
Western media piecing things together now. What happens in 🇨🇳 has 🌎 consequences. The analysts they’ve leaned on for years are clueless re: 🇨🇳. We’ve never seen / met them in 🇨🇳 anyway. Why China poses a growing threat to the U.S. auto industry - CNBC
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@SinoAutoInsight
Sino Auto Insights
2 years
A pretty common scene on the SF streets. @Waymo
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@SinoAutoInsight
Sino Auto Insights
3 months
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@SinoAutoInsight
Sino Auto Insights
1 year
‘Mr. Cao, the Porsche enthusiast, dismisses most designs of multinational automakers as dull. “They are far behind, no matter whether it is the U.S. ones and even the German ones,” he said. “They don’t even seem to be in the same age.”’ via @NYTimes
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@SinoAutoInsight
Sino Auto Insights
1 year
FYI. 🟩 plates = NEVs
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@SinoAutoInsight
Sino Auto Insights
1 year
Let’s go! We are pumped to be co-organizing the MOBILITY Conference w/ @ClimateTransfmd - join us Feb 14-16th for the 3 day event where we’ll have broad discussions on rare earth metals, 🌎 EV Policy & which carmakers to look out for!
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@SinoAutoInsight
Sino Auto Insights
1 year
Huge couple of weeks. But now ready to go home.
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@SinoAutoInsight
Sino Auto Insights
2 years
Frank Wu sighting. #JiduAuto #HeadofDesign
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@SinoAutoInsight
Sino Auto Insights
1 year
Truth teller - Legacy 🚘 hiding behind smokescreens.
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@SinoAutoInsight
Sino Auto Insights
7 months
Don't 👂🏽to what Tavares says, just 👀 what he does. This bests #VW 's move by 15%. @Leapmotorglobal @Stellantis Stellantis is nearing a deal to acquire a roughly 20% stake in Chinese electric vehicle company Zhejiang Leapmotor, sources say via @markets
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@SinoAutoInsight
Sino Auto Insights
1 year
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@SinoAutoInsight
Sino Auto Insights
4 months
‘While Western companies ponder, tinker and test, Chinese companies have a pattern of moving rapidly from research and development to full-scale production, more willing than their Western counterparts to risk failure.’ Interested in clean energy storage? Follow @stevelevine
@stevelevine
Steve LeVine
4 months
US scientists invented NMC and LFP, but Western companies relinquished their commercialization to Asia. Now the West is AWOL in the first EV commercialization of sodium-ion. The Electric.
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@SinoAutoInsight
Sino Auto Insights
1 year
Room service.
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@SinoAutoInsight
Sino Auto Insights
1 year
@dsgolson And @rivian vehicles are supposed to be ‘outdoor’ vehicles? One of the few parts on any vehicle that is used each time they’re driven, door handles, especially mechanically should be designed to be ‘bulletproof’ …in this case apparently not.
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@SinoAutoInsight
Sino Auto Insights
1 year
Bold move. Is it the right one? It kinda feels different. At least they're going after it. Who's next? @FiskerInc @TeamAmple 👏 Fisker partners with Ample for electric SUVs with swappable batteries
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@SinoAutoInsight
Sino Auto Insights
11 months
Causing #ABB to head back to the drawing board. Nio cuts prices for its cars — and delays business expansion plans
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@SinoAutoInsight
Sino Auto Insights
1 year
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@SinoAutoInsight
Sino Auto Insights
2 years
@TaylorOgan @ResearchGrizzly @NIOGlobal Why are you bullying people like that with facts???
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@SinoAutoInsight
Sino Auto Insights
2 years
Pretty pumped to get a sneak peek at something that hasn’t hit the market just yet.
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@SinoAutoInsight
Sino Auto Insights
1 year
Not very attractive.
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@SinoAutoInsight
Sino Auto Insights
3 months
Shouldn’t they have been doing that ALL ALONG??!
@InsideEVs
InsideEVs
3 months
Ford's developing a cheap EV platform to fend off Tesla and Chinese EVs. via @InsideEVs
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@SinoAutoInsight
Sino Auto Insights
3 months
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@SinoAutoInsight
Sino Auto Insights
21 days
Batman / Darth Vader might have a new ride. @HongqiGlobal
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@SinoAutoInsight
Sino Auto Insights
3 months
#BYD wants to single-handedly end the #ICE era in 🇨🇳.
@CarNewsChina
CarNewsChina.com
3 months
Hit legacy where it hurts: BYD undercuts VW Lavida and Toyota Corolla with their new PHEV lineup 👇
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@SinoAutoInsight
Sino Auto Insights
20 days
Wang Chuanfu in da house. #AutoBeijing2024 @BYDCompany
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@SinoAutoInsight
Sino Auto Insights
1 year
Offered w/o caption.
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@SinoAutoInsight
Sino Auto Insights
1 year
@niubi Most westerners have no idea how close 🇨🇳 EV Inc is to 🇩🇪, 🇺🇸, 🇰🇷, 🇯🇵 Legacy Inc on design, quality & reliability. They already beat them on price. Legacy 🚘 mgt does though & it freaks them out. Wait till #AutoShanghai when mgt that haven’t been to 🇨🇳 in 3 years visits. 🤯🤯
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@SinoAutoInsight
Sino Auto Insights
1 year
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@SinoAutoInsight
Sino Auto Insights
2 months
Never satisfied. #BYD
@CnEVPost
CnEVPost
2 months
BYD to launch next-gen PHEV and BEV platforms to make further offensive against petrol cars, report says $BYDDY $BYDDF
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@SinoAutoInsight
Sino Auto Insights
5 months
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@SinoAutoInsight
Sino Auto Insights
15 days
FSD What?! Who?!
@CnEVPost
CnEVPost
16 days
Nio starts rolling out NOP+ driver assist feature to all NT 2.0 cars $NIO
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@SinoAutoInsight
Sino Auto Insights
1 year
🇩🇰 Swapping is a GO. Follows in the footsteps of 🇳🇱🇩🇪 🇳🇴 🇸🇪. Build it and they will come? @NIOGlobal 's 1st swap station in Denmark goes online via @CnEVPost
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@SinoAutoInsight
Sino Auto Insights
2 months
Legacy Auto is like “NO MAS!!!”
@CarNewsChina
CarNewsChina.com
2 months
2024 BYD Dolphin Mini (Seagull) starts at 9,700 USD in China 👇
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