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"CATLs sodium-ion milestone is real & Na-ion batteries will play a big role from 2026 onward. But #Lithium isnt going away either. $PLS $LTR $VUL $INR $AGY $ASN $QTWO $PMT $SYA $PFE $LAC $GLN #WR1 $RIO $IGO #SGML $LIS $LIT #LU7 $BYD $XPEV $GEELY $TSLA $VOLVO $ZEEKR $MG With XXX Wh/kg and 15-minute fast charging sodium finally has a certified bankable pathway into EV packs and BESSgenuine de-risking. But sodium complements lithium; it doesnt replace it. New LFP batteries are already pushing XXX Wh/kg LMFP will take this higher and solid-state sits beyond thatmeaning SiA will always be playing"
X Link @EVCurveFuturist 2025-09-27T04:29Z 3572 followers, 1375 engagements
"$nio Chinese EV companies using $NVIDIA chips $Li Auto currently uses dual NVIDIA DRIVE #Orin chips for its AD Max system and is planning to adopt DRIVE Thor for future vehicles. Great Wall Motor ( $GWM ) uses DRIVE Orin for its Coffee Pilot intelligent driving system and has announced further adoption of NVIDIA DRIVE for automated driving. $Zeekr (part of $Geely ) already using DRIVE Orin and also planning to adopt DRIVE Thor in next-generation models. $Xiaomi EV (SU7 sedan and others) the SU7 sedan uses dual NVIDIA DRIVE Orin chips and Xiaomi is among the automakers expected to use DRIVE"
X Link @jan_dekkers 2025-09-17T19:16Z 1677 followers, 5406 engagements
"$BYD dropped XX% in X months. Thats US$45B gone and share lost to rivals like $GEELY Xiaomi and $XPEV. ALL eyes now on its 2026 launches to spark a rebound. Fundamentals still solid or time to buy the dip"
X Link @DivInsightsLtd 2025-09-15T09:20Z XXX followers, 1890 engagements
"China recharges EV demand rural subsidies coming ⚡ Beijing is rolling out subsidies up to 20000 per car starting JulyDecember to boost EV sales in smaller towns. Chinese EV stocks 🚀 🔹 $NIO +4.8% 🔹 $BYD +2.2% 🔹 $GWM +2.3% 🔹 $9863.HK (Leapmotor) +2.2% 🔹 $GEELY +1.3% 🔹 $1810.HK $Xiaomi +1%"
X Link @howboutcash_ 2025-06-25T06:57Z XX followers, XXX engagements