New Energy Vehicles (NEVs) in China

tphuang

tphuang

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Look at the bottom there.
The first Sedan from Denza brand won't be unveiled until next year.
 
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henrik

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KYli said:
It isn't about India. It is about Chinese companies not done due diligence and take risks into assessment. You dumped billions of dollar of investment and gave a complete supply chain to India but without making a boatload of money. That is not naive but foolish. Many Japanese, Taiwanese, US and EU companies have at least made billions or hundreds of billions of profit from China.

You said that battery technology transfer would not be an issue. But why do the US and Taiwan are so concerned about such tech transfer in almost every high tech sectors and even with old tech.

A few Chinese companies have already been forced to sell their asset in the US at a faction of their worth. TikTok was threatened with either a total ban or forced sales at peanut price. What does CATL get out of such arrangement with Ford that is worth the risk? LG and a few other Korean and Japanese battery suppliers have already cornered enough marketshare with their JV with automakers in the US. Whatever CATL and other Chinese battery suppliers can get out of the US market would not be large enough and proftiable enough unless the hostility from the US government ended.
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In the case that Ford is stealing technology and patents from CATL, the Chinese can simply kick out Ford from the Greater China market as retaliation.
 
tphuang

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Overbom said:
Just a reminder, people are against the CATL move because in a few years most likely than not, these Republicans will be in power. I can already see Republicans passing legislation to stop Ford from "funding the communist party"
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and it's still a Ford plant so then Ford will need to find someone else to work with. This plant will likely use Chinese suppliers for the most part and produce batteries under license agreement. It's not exactly easy to migrate that to different vendor. What's exactly the harm if Republicans stop Ford? The biggest loser will be Ford, not CATL.
 
supercat

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tphuang said:
https://twitter.com/i/web/status/1625628778117447680

this is a good Q&A about BYD production this year. you can look through the entire thread, but a lot of good nuggets in there if true.

Internally aiming for 4.86 million sales this year. Looking to hit 400k/month by mid-year and targeting 700k/month by end of the year.

390k in export.

Expect further sales and price cuts. 新势力 brands will get crushed from this. Tesla backlog is not enough even after price cuts. Even LiAuto backlog is not that much just over 10k and they have the most backlog of the 新势力 brands.

BYD expecting to price Seagull below 80k RMB, but still not decided.

BYD has higher margin models to cover a bruising price war.
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Wow, that's 3 million more than Tesla's goal of 1.8 million for 2023. BTW, SAIC's goal is 6 million, of these, 1.5 million NEVs. So if everything works out, SAIC and BYD's market share in China will be 40% in 2023.

KYli said:
Not sure if Rubio could get the momentum to stop the deal.
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He has plenty of time. The factory will not come online until 2026. Since battery technologies keep evolving, Ford will only get the chance to use 2-year old technologies.

The Japanese electric motor maker Nidec will open a R&D center in China.
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China's first battery swap station for heavy trucks along expressway:
https://twitter.com/i/web/status/1625328979849932800
 
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henrik

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supercat said:
Wow, that's 3 million more than Tesla's goal of 1.8 million for 2023. BTW, SAIC's goal is 6 million, of these, 1.5 million NEVs. So if everything works out, SAIC and BYD's market share in China will be 40% in 2023.


He has plenty of time. The factory will not come online until 2026. Since battery technologies keep evolving, Ford will only get the chance to use 2-year old technologies.

The Japanese electric motor maker Nidec will open a R&D center in China.
Please, Log in or Register to view URLs content!

China's first battery swap station for heavy trucks along expressway:
https://twitter.com/i/web/status/1625328979849932800
Click to expand...

BYD and SAIC will just take most market share from Japanese brands, local and abroad. They can export more, so that the local market has more room for the smaller EV makers.
 
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