New Energy Vehicles (NEVs) in China

4Runner

Senior Member
Registered Member
As China entering the “golden September silver October” auto sales season, here is some of my forward lookings:

By the end of this year:

HIMA monthly sales:
AITO M9: 10000
M8: 15000
M7: 25000
Luxeed R7: 7000
S7: 3000
Stelato S9 + S9T: 10000
SAIC H5: 20000

With M5 redesign next year and new model from SAIC, HIMA 100k units per month in 2026 will be in a striking distance. By the end of 2026, ADS 5.0 would have been released. And I am pretty sure now that L3 regulation will be enacted no later than Shanghai Auto Show 2026 in Shanghai April. By then China NEV RMB >300k segments would have clearly divided.
 

supersnoop

Colonel
Registered Member
BYD Shark 6 is still going strong at 1261 vehicles sold for the month, but it's worth noting that it actually hasn't been BYD's top-seller here these past couple of months, that honour going to Sealion 7.
Wasn't the Shark demand in AU highly front-loaded due to some kind of EV incentive that expired recently?
I think I read for the first 6 months BYD was beating Isuzu and Mazda despite those two having decades of selling pickups, and BYD having none.

Bad news guys.
I'm not sure if I can post this here but this thread seems to be about Chinese EV so I'm speaking here.

My dad's Chinese EV Omoda C5 just broke down today. It broke down while being driven by my mom on the road. Thankfully, she was driving it on the left lane so she parked it next to the sidewalk.
The time when the vehicle broke down was during a heavy rain, although no flooding from what I saw when I got to where the Omoda was.

It has already been sent back for repair, but this incident pretty much made my dad put a break on purchasing EVs for a while. I just hope this will be the only time it broke down.
You think that's bad? My experience with an EV made by a Hitler company just spent 1/3rd of the month in the shop...
Cameras still aren't working properly! The shop says "Can't find the issue! sorry!"

Hopefully you have better luck than me.
 

sndef888

Captain
Registered Member
With the new M7 and H5, wouldn't be surprised if HIMA become the new best selling non traditional brand

I think it's going to hit everyone else, but especially Li Auto. Unless they manage to price the new i6 extremely well
 

Michael90

Junior Member
Registered Member
With the new M7 and H5, wouldn't be surprised if HIMA become the new best selling non traditional brand

I think it's going to hit everyone else, but especially Li Auto. Unless they manage to price the new i6 extremely well
Why doesn't Huawei make their own cars? Plus seems they mostly use the old SOE to make their cars, is there not a danger that if this SOE and their JV can't keep up with the rate their ICE JV sales(which they had been relying on for the majority of their income) are falling they can go bankrupt and priced out of the market?
 

Nevermore

Junior Member
Registered Member
Why doesn't Huawei make their own cars? Plus seems they mostly use the old SOE to make their cars, is there not a danger that if this SOE and their JV can't keep up with the rate their ICE JV sales(which they had been relying on for the majority of their income) are falling they can go bankrupt and priced out of the market?
Huawei's strategy is to mitigate risks and focus solely on the most profitable segments, such as high-end electronic components and software systems. If Huawei were to manufacture vehicles itself, its own cars would create an undesirable competitive dynamic with other vehicles equipped with the Huawei ecosystem.
 

Lethe

Captain
Wasn't the Shark demand in AU highly front-loaded due to some kind of EV incentive that expired recently?

The expiry of the fringe benefits tax exemption for PHEVs had an effect to be sure, but Shark 6 has continued to sell consistently >1000 vehicles each month. Here is a quick chart I put together showing BYD sales across 2025 to date, with the two PHEVs at the bottom for easier comparison:

BYD Vehicle Sales in Australia, 2025 YTD.png

The June 2025 sales figures are a clear outlier. I have encountered the suggestion that, in the course of the distribution handover from EVDirect to local BYD subsidiary, all BYD vehicles then possessed by EVDirect were registered to BYD Australia and showed up on VFACTS as such. But there was no dramatic collapse in July or August sales that would be expected if the June sales were otherwise being fudged to juice up EOFY reports.

I think I read for the first 6 months BYD was beating Isuzu and Mazda despite those two having decades of selling pickups, and BYD having none.

Ute sales in Australia YTD, by brand:

#1 Toyota 43,421
#2 Ford 37,731
#3 Isuzu 18,730
#4 BYD 12,918
#5 Mitsubishi 12,292
#6 Mazda 10,115
#7 GWM 8050
#8 Nissan 5695
#9 Volkswagen 3928
#10 LDV 3388
#11 RAM 2236
#12 Chevrolet 2409
#13 Kia 1693
#14 KGM Ssanyong 1446
#15 JAC 1146
#16 Jeep 257

Notably, excluding the brands starting from zero (BYD, Kia, JAC), only GWM has recorded significant growth in ute sales YoY (+36%). That Shark 6 is neck-and-neck with Mitsubishi Triton despite that being an all-new (and reportedly very solid) vehicle from an established and respected brand is very impressive, IMO.

Note that deliveries of Kia's Tasman ute commenced less than two months ago, so the YTD figures are not a fair reflection of that vehicle. In relation to Chevrolet and RAM, the cost of local RHD conversions of the "full-size" utes offered by those companies (and also Ford and Toyota), and the corresponding decision to import only upper trim levels of those vehicles, effectively puts them in a different pricing bracket where they cannot expect to compete on volume with HiLux, Ranger, etc. For example, using Ford Australia website pricing, the cheapest Ranger is $49k with range-topping Platinum at $87k, whereas the cheapest F150 is $116k (Shark 6 is $59k). The American full-size utes are really competing more with Toyota LandCruiser 300 (7700 sold YTD, from $105k) than with Toyota HiLux.
 
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