Jost Wubbeke

China industrial policy expert, automotive (electric vehicles, ICV, new mobility), cybersecurity, logistics, Made in China 2025

[Jost Wubbeke @jostw]

Didi wants to operate 1 million robotaxis by 2030. First question: Will Didi dominate robotaxi market as it does for ride hailing Second question: Who will supply all those robotaxis? #autonomousdriving #AI
https://t.co/wc7iVM0Jp4

[Jost Wubbeke @jostw]

New Science and Technology subordinate to the Central Committee, according to the State Council reform draft, means weakening role of MOST. Party control over basic and applied research will increase.

[Jost Wubbeke @jostw]

BAIC and Didi deepen cooperation to jointly commercialize L4 autonomous vehicles. Could be a powerful alliance in China's future robotaxi market #autonomousdriving #Robotics https://t.co/bywOvOs5fj

[Jost Wubbeke @jostw]

@noahbarkin In contrast, Ericsson secured only about 11% of China Mobile's 2nd batch purchase order in 2020. And Nokia got none.

[Jost Wubbeke @jostw]

@DavidFerris @IEA And China is building many more as part of its stimulus package to fight the economic impacts of Covid-19, under the term "new infrastructure"

[Jost Wubbeke @jostw]

Struggling EV startup Byton to be the next to fall victim to the impacts of Covid-19 on China's car market? Renault already announced to sell ICE business in April...More consolidation to be expected #ElectricVehicle https://t.co/ZDv5fxjgNF

[Jost Wubbeke @jostw]

China's updated negative list is good news for #automotive and #finance: foreign ownership cap in commercial vehicle manufacturing was removed as expected, also in securities, futures and life insurance companies) #investment

https://t.co/uP8UBtKPVO

[Resource Investing @INN_Resource]

The rising demand for #electricvehicles is transforming the market for #batterymetals such as #lithium, #nickel, #graphite, #manganese and #cobalt. https://t.co/w1nSTPBY0k

[Jost Wubbeke @jostw]

As the world is heading towards level 4 autonomous driving, the race for the next big market has already begun: robotaxis. One of the promising players is WeRide with its pilot in Guangzhou.

Technode: "Weride, a Chinese self-driving startup backed by the…https://t.co/QtLVjwR1eI

[Jost Wubbeke @jostw]

My takeaway from China’s new NEV quota for 2021-2023:

1. As expected, meeting the quota will get harder as the quota increases and credits for single vehicles decrease

2. Quota implementation is not delayed due to Covid-19, but compensating negative cre…https://t.co/FoM0efBYww

[Jost Wubbeke @jostw]

China's new infrastructure initiative is accelerating the construction of EV charging stations, a positive sign also for the investment of foreign OEMs in charging. The critical question now is whether EV sales can recover.
#electricvehicles #chinabusines…https://t.co/jvoFXRRK15

[Jost Wubbeke @jostw]

Tech investment the other way around: Dutch chipmaker NXP invests in Chinese automotive radar company Hawkeye

#NXP #automotive #chinamarket #semiconductors #autonomousdriving https://t.co/FGjyr0v3gF

[Jost Wubbeke @jostw]

Ericsson faces anti-trust probe in #China as #5G race is heating up

https://t.co/LOnIrk5E1m

[Jost Wubbeke @jostw]

Last Call: Send us your application by Dec 5 and join the Sinolytics team as China Analyst https://t.co/CyaXeWr1LL

[Jost Wubbeke @jostw]

New MERICS Paper on Made in China 2025 and Industry 4.0 released
https://t.co/YGKONaHqnK

[Jost Wubbeke @jostw]

More reciprocity? NDRC plans to open more sectors for foreign investment
https://t.co/QuBAPwjmgv

[Jost Wubbeke @jostw]

China released new Smart Manufacturing Plan (2016-2020) implementing Made in China 2025 https://t.co/8dlmmXKhDW

[Jost Wubbeke @jostw]

China’s overrated service sector: Missing dynamics threaten growth target https://t.co/V18DAN2Azb

[Jost Wubbeke @jostw]

Shanghai's Made in China 2025 plan - rather a latecommer in local implementation
https://t.co/PEgexoDebZ
https://t.co/Ol3cMQDzes

[Jost Wubbeke @jostw]

Interessante Veranstaltung zu Marktchancen Neue Materialien in China
11. November 2016, IHK zu Köln https://t.co/dt8JyefMLv