New Energy Vehicles (NEVs) in China

4Runner

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Limitations of ADAS is still quite apparent. Most of the cars failed to prevent collisions
You are spreading FUD here. DongCheDi is absolute NOT a public institution for automobile reviews or benchmarking. There have been very few independent apple-to-apple benchmarking of volume (intelligent) assisted driving. The most recent was done by a government institution. And people of any professional experience knows that Murphy's law exists in every walk of life. With all those public sales data, reviews, reports and consumer feedback, the fact you are here picking ADAS for limitations is just like saying OpenAI/Grok3/Claude were all piece of crap because they could not eliminate hallucination. In China today, there is an established market consensus that ADAS 3.2+ is the number one assisted driving and there is no such thing any more as first-tier. Wait for pending L3 get-go and I want to see if you would have any guts spreading those FUD here anymore.
 

4Runner

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This is the first time I am really worried about Tesla. From today looking back, it was most likely that Tesla going vision-only for EAP/FSD for availability/cost considerations. Now, given sensor fusion with AI assistance, Tesla vision-only approach is less and less attractive, particularly it is physically limited to canned vision-only implementation. I liked Tesla a lot for its contribution to the EV evolution, until now. Cathie Wood still believes that Tesla is more of an AI company than an EV company. I have my series doubt at this moment. Tesla needs some miracle ...
 

Wrought

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BYD is constructing a factory in Pakistan and plans to start deliveries in 2026.

KARACHI, July 24 (Reuters) - Chinese electric vehicle giant BYD
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plans to roll out its first car assembled in Pakistan by July or August 2026 to capture growing demand for electric and plug-in hybrid vehicles in the region, a company executive said on Wednesday.

The plant has been under construction since April near Karachi in a partnership between BYD and Mega Motor Company, a
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, Danish Khaliq, vice president of sales and strategy at BYD Pakistan, told Reuters. It would initially have the capacity to produce 25,000 units a year on a double shift, he said. He did not elaborate on when the plant would achieve full capacity or say when mass production would begin there. The plant will start by assembling imported parts, with some local production of non-electric components, Khaliq said, adding it would initially produce vehicles for the domestic market, with potential to export to right-hand drive countries in the region depending on freight costs and business economics.

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4Runner

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IMG_0655.PNG

This chart was created by Qwen mobile app for top full-size SUV sales in the first-half 2025 China. First off I was surprised by the followings:

(1) Lincoln Navigator was there at ASP 1100k.
(2) Cadillac Escalade was there at ASP 1500k.
(3) Infinite QX80 was there at ASP 800k.
(4) Audi was Q8 at ASP 900k, not Q7 which is bigger.
(5) AITO M8 started delivery on April 20th.
 
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