GE GELYF GEELY AUTOMBLE HLDGS LTD Loading... : Bullish and Bearish Analyst Opinions

The author argues that US CEOs recognize competition from Chinese EVs benefits the industry, framing the tickers as a broad market observation rather than a personal trade position.

The author criticizes US used EV pricing versus cheaper new EVs abroad, highlighting competitive disadvantages for legacy and EV makers without taking a directional position.

Chinese EVs, particularly Geely, are rapidly gaining market share in the UK due to lower pricing, advanced technology, and the absence of tariffs on plug-in hybrids. Consumers interviewed at a Geely dealership emphasized value for money compared to legacy automakers.

Buy Geely as a broader Chinese NEV/auto beneficiary of accelerating EV adoption — record penetration and MoM sales growth support the 2Q domestic market recovery thesis.

The author suggests that the integration of Chinese automotive technology into the American market appears inevitable following reports of discussions between Ford and Geely.

1. THE FACT: China's domestic NEV sales have reached a temporary peak, but exports are picking up the slack, and new measures to support domestic demand are expected in the coming days/weeks. 2. THE BRIDGE: While domestic sales are temporarily plateauing, strong exports and anticipated government stimulus measures will continue to support the growth of Chinese NEV manufacturers. 3. THE VERDICT: Long Chinese NEV manufacturers, anticipating new government support measures and strong export performance.

1. THE FACT: China is demonstrating high adoption of electrified transport with a massive rollout of charging infrastructure to alleviate range anxiety. 2. THE BRIDGE: This significant investment in infrastructure and high adoption rates create a favorable environment for EV manufacturers operating in China. 3. THE VERDICT: Long Chinese EV manufacturers due to strong domestic adoption and infrastructure build-out.

1. THE FACT: China’s EV market gets an upgrade. 2. THE BRIDGE: An "upgrade" in the market implies favorable conditions, potentially policy support or increased demand, benefiting key players. 3. THE VERDICT: Long ZK and GELYF due to an upgrade in China's EV market.

1. THE FACT: The US abandoned plans to blacklist Chinese drones, seen as a "low hanging fruit in the trade war detente that’s restored confidence in the markets." The tweet suggests "First chips. Now drones. Next EVs?" 2. THE BRIDGE: A de-escalation in trade tensions and a potential shift towards detente, especially in sectors like EVs, would be highly beneficial for Chinese EV manufacturers. 3. THE VERDICT: US-China trade detente, starting with drones and potentially extending to EVs, is a positive catalyst for Chinese EV stocks.

1. THE FACT: Black Sesame Technologies (BST) is up 8.6% in morning trading on news its Huashan A2000 intelligent driving chip passed US government reviews and could go on sale globally soon. BYD and many other Chinese EV names are major clients. 2. THE BRIDGE: The immediate positive market reaction to BST's chip approval and its strong client base (including BYD and other Chinese EV names) suggests a positive outlook for BST and its investors/clients. 3. THE VERDICT: Long BST's owners (Tencent, NIO, Geely, Xiaomi) and clients (Chinese EV names like BYD) due to the positive market reaction and global sales potential of BST's US-approved chip.

1. THE FACT: Black Sesame Technologies (BST), partly owned by Tencent, Xiaomi, Geely, and NIO, had its China-made intelligent driving chip approved for sale in the US, making it the only Chinese company to pass US regulatory review. 2. THE BRIDGE: This approval for BST's chip, and its subsequent global sales potential, is a significant positive development for its owners and clients, indicating potential for increased revenue and market share in the intelligent driving sector. 3. THE VERDICT: Long BST's owners (Tencent, NIO, Geely, Xiaomi) due to US regulatory approval of BST's intelligent driving chip.