중국 전기차 주식, 어떻게 보고 계신가요? 🚗

The automotive industry is notorious for stiff competition and low margins. It's also incredibly cyclical resulting in inconsistent revenue* and profit. Combine all of this with the already high valuations for Chinese EV stocks. Personally, I wouldnt invest in any car company and definitely not the hyper inflated Chinese automotive sector. At the very least wait for valuations to come down.

Same with all Chinese names. PASS

I don’t do Chinese

The way Chinese do business is bleed each other until someone die, even it hurt himself more. 

Just look at how recent the e-commerce industry (baba, Meitu, JD) bleed each other so bad that the government put out regulations to slow down the unhealthy competition. 

You don’t want to invest in an environment like this 

Absolutely garbage

None of them can make a profit on BEVs. BYD is even trying to use slave labor and to stiff their suppliers on payments and they still can't make a profit off of it.

Low cost, barely any profit margin despite high volume (will never be high margin luxury levels — *there’s a reason most auto makers have been abandoning compact cars for bigger higher margin vehicles*).

I’m not really seeing how this would be a good investment; and that’s ignoring the fact they’re a Chinese co. / CCP debt engine.

Factor in collapsing auto demand too.

Would rather put ny money in dividend matures stocks. There would be more growth potential…