New Energy Vehicles (NEVs) in China

[supercat]

In 2025, XPeng will invest $1.25 billion in R&D and strive to make its own chips:

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DeepSeek is already onboard Dongfeng's global BEV Voyah Zhiyin (called Voyah Courage overseas, images below) and training will commerce soon.

• Voyah's cockpit has completed integration with DeepSeek and is scheduled to kick off DeepSeek knowledge distillation training on February 14.
• In addition to Zhiyin, Voyah's Dream MPV will also feature DeepSeek's AI models.

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[tphuang]

https://twitter.com/i/web/status/1888016876225315307

BYD was the 5th largest automotive group in 2024 and Geely was 10th.

 

[Michael90]

https://twitter.com/i/web/status/1888016876225315307

BYD was the 5th largest automotive group in 2024 and Geely was 10th.

Thought Cherry will be among top 10 instead of Geely. Cherry seems to be the top car exporter from. China but not as popular in China it seems.

 

[tphuang]

BYD vastly expanding Zhengzhou plant with phase 5

https://twitter.com/i/web/status/1888187507113656698

Jinan is also getting major expansion this year

https://twitter.com/i/web/status/1888188398378029493

Same with its Fuzhou, Jiangxi plant. 6000 to 10000 RMB/month for new workers

https://twitter.com/i/web/status/1888186433782886782

 

[hullopilllw]

Thought Cherry will be among top 10 instead of Geely. Cherry seems to be the top car exporter from. China but not as popular in China it seems.

I think Cherry's role is more to export ICE engine vehicles capacity to make up for shortfall in domestic sale.

 

[Michael90]

I think Cherry's role is more to export ICE engine vehicles capacity to make up for shortfall in domestic sale.

Yeah but seems over half their exports where NEV and growing fast. So it's still a considerable amount.

 

[tphuang]

https://twitter.com/i/web/status/1888409890038681867

BYD is bringing L2+ ADAS to the mass market models starting Monday.

 

[supercat]

VW are not only cooperating with Chinese automakers in China, they are also open to collaborate with Chinese automakers in Germany.

Volkswagen open to Chinese rivals taking over excess production lines in Europe​

German group is scaling down manufacturing as it struggles with falling demand and shift to electric vehicles

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Chinese automakers, mainly NEV makers, are racing to adopt DeepSeek.

Chinese automakers are accelerating DeepSeek AI model adoption to power smart cars​

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[Michael90]

VW are not only cooperating with Chinese automakers in China, they are also open to collaborate with Chinese automakers in Germany.

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Chinese automakers, mainly NEV makers, are racing to adopt DeepSeek.

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Seems Deepseek has stolen all the limelight and everyone is adopting their product. Seems other Chinese AI models are missing out for simply being a few weeks late. Guess sometimes being a pioneer has its advantages instead of being a follower/copy

 

[tphuang]

https://twitter.com/i/web/status/1888550964715500001

BYD is going wide with ADAS tomorrow

Even Qin+ and Seal 05 are getting ADAS versions.