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About

The author works in Semiconductors in Singapore and closely follows Asian capital markets with a focus on companies listed in Hong Kong, Shanghai & Shenzhen. The author's research topics have included onshore and offshore financial exchanges, automobiles, and Luckin Coffee.

Nothing on this website constitutes investment advice. 

To contact the author of this website, please send an email to hkstockobserver@gmail.com

Twitter:@hkstockobserver

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China's Evolving Equity Capital Markets

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What are Automakers Saying About the Chip Shortage?

The global semiconductor shortage has been much reported on, but few of the major auto companies are able to provide a clear estimate for how much it will affect their manufacturing production in the second half of the year.  First and foremost, the Chinese EV makers, namely Nio, Li Auto, and Xpeng seem to be unaffected by the chip shortage this year. However, these companies have such small scale compared to traditional automakers that it's much easier for them to stockpile chips. In July 2021, Nio delivered 7931 vehicles, up 124% year over year. Li Auto delivered 8589 vehicles, up 251% year over year. Xpeng delivered 8054 vehicles, up 228% year over year. It's likely that these three companies won't face the kind of manufacturing constraints that major automakers are experiencing from the chip shortage, but it will be essential to listen to comments from the respective firm's executives in their upcoming Q2 conference calls.  Larger automakers however are already feel...
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Global Institutions Increase Investment in China's Largest Luxury Auto Dealer

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