New Energy Vehicles (NEVs) in China

zbb

Junior Member
Registered Member
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Lethe

Captain
Australia 2022 Full-Year Sales:

MG (SAIC) finished in 7th position with 49,582 sales. In December MG was the #5 selling brand for the month, a record result.
GWM finished in 13th position with 25,042 sales, just behind Nissan.
LDV (SAIC) finished 17th with 16,269 sales.
BYD finished 31st with 2119 sales after launching late in the year.

(Other news: Toyota continues to rule here with an iron fist, recording 231,000 sales, 21.3% of the entire market. Second place was Mazda at 95,718. Kia recorded its best ever year in Australia, finishing third with 78,330 sales. Tesla finished 16th with 19,594 sales, which gives some indication of how Australia is a less electric-friendly market than Europe or even USA, and yes all those Teslas come from Shanghai. Regrettably, the American "full-size trucks" are beginning to make real inroads here, with RAM finishing 25th with 6149 sales, and it being all but confirmed now that Toyota will be bringing the Tundra and Ford the F-150 to address that market. I can only hope that the cost of RHD conversion is enough to keep these behemoths a distinctly niche prospect in Australia.)
 
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sndef888

Captain
Registered Member
My M&A candidates are:
Huawei EV + GAIC + Li + Xpeng - they are Guangdong companies.
SAIC + NIO - they are Shanghai companies.

My dark horse is Huawei EV. A likely feasible venture is for Huawei to acquire GAIC to form a Huawei EV business unit.
Huawei seems unwilling to really become a car manufacturer and their current Aito JV is not based in Guangdong but Chongqing. Li Auto is actually based in Beijing too. Nio and SAIC also don't seem to have much synergy to justify an acquisition, Nio prides itself as being a premium private company catered to western consumers while SAIC is an SOE.

The one I could see happening is GAC + Xpeng. Xpeng has weak branding and would do well becoming a premium self-driving focused subbrand of GAC.
 

olalavn

Senior Member
Registered Member
Huawei seems unwilling to really become a car manufacturer and their current Aito JV is not based in Guangdong but Chongqing. Li Auto is actually based in Beijing too. Nio and SAIC also don't seem to have much synergy to justify an acquisition, Nio prides itself as being a premium private company catered to western consumers while SAIC is an SOE.

The one I could see happening is GAC + Xpeng. Xpeng has weak branding and would do well becoming a premium self-driving focused subbrand of GAC.
AITO is their car brand... and that AITO symbol is HW...
 
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