Xiaomi's EVs could be a 'Tesla killer', and Nio faces risk if the industry consolidates: Analyst

  • Michael Dunne of Dunne Insights says that the Xiaomi EVs are "legit" and are a candidate to be the "Tesla killer". He also says that in the event of a chaotic consolidation of China's EV industry, BYD, Xiaomi, and Geely would be the most likely to survive, while the company mostly likely at risk is Nio, despite having a great product and "doing all the right things".