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kindama

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kindama

Re: tbirdman post# 9942

Tuesday, 04/26/2016 3:06:48 PM

Tuesday, April 26, 2016 3:06:48 PM

Post# of 10143
The blue chip electric bus play is Zhengzhou Yutong (600066).

ZX is a decent e-bus play with their aluminum wheels and a strategic partnership with Zhengzhou Yutong. The last 2 ccs have provided a lot more information about the outlook for these products and the company's Chinese website has some good info: http://www.zenixauto.com/yfzx/

CXDC is also a decent play on EVs because they have higher plastic content/vehicle than traditional cars.

Yeah, for SORL the retracted buyout is a concern. The price was unfairly cheap and then the guy walks away with no explanation. I think it stays in the penalty box until they do something to show that they care.
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