What changed
Now that China's HDT sales data for LNG powered ones came out, I had Kimi plot China's HDT mkt by fuel type for the past 12 months. You can see diesel share dropped to all time low of 32% last Dec (due to subsidy changes) & is around 40% in the past 2 months.
NEV option continue to rise as LNG ones oscillates bw 16 & 36%. — via @tphuang