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tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
参加 May 2009
411 フォロー中    37.9K ファン
China is finally allowing gasoline & diesel pricing to be raised by 345 & 335 RMB/t (still subsidized vs where they should be based on mkt px). Domestic inflation concerns vs NEV growth Most vehicles on the road in China are still ICE
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