JB and ZJMY Holding Co (JBZY)

[Stock Farmer]

Another possibility comes to mind. It could come down to timing, not just when ZJMY wants to reveal, but in what quarter the deal was made.

IMO, The Chery-ZJMY partnership (deal) to produce SUVs had already been hashed out in Quarter 1 or before.

The Long Star deal/partnership may have been solidified in Quarter 2, even if Long Star produced some EV models for ZJMY in Quarter 1.

If ZJMY's tech is all the DD suggests, manufacturers may be competing to get the deal to supply ZJMY with bodies. ZJMY probably has vetted other manufacturers that didn't make the cut. ZJMY may have liked what they saw Long Star produce.

If I were a manufacturer of car bodies, I would be promoting my cars to ZJMY. "Look what we can make for you to put your batteries and electric motors in. Please pick us!"

Remember the Long Star connection posted by Floridany, llhabela and myself, has been more recent, for example, the ZJMY sign at the Long Star factory- ZJMY's "Flagship Store". (May was the first time I've seen the Long Star models with the Z branding). Not sure if some of those pictures were earlier though.

Can't tell from Jinbo annual meeting in January if they are Chery models, Long Star or both. Wouldn't matter if the Long Star deal wasn't made till this quarter though.



We will see soon. Deal or no deal.