New Energy Vehicles (NEVs) in China

tphuang said:

https://twitter.com/i/web/status/1854705342887707082

PetroChina with its huge charging station next to gas station and the chargers are all used.

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Both PetroChina and Sinopec seem to be going all in transforming their gas stations into charging+gas stations. The Yangtze Delta highway rest areas (高速服务区), where Sinopec is dominant, all have large (50+ fast chargers) charging areas that are quite busy.

Charging stations are becoming easier to find than gas stations. I was recently in Dali Yunan, and I charged my rental Lixiang L8 at Sinopec fast chargers! Even the small towns in Yunan have fast chargers by the National Grid South.

Edit: In major cities in China, I think the charging networks are already adequate. And charging is cheap: Yunan is around 1 yuan(US$0.15) /KWh, Shanghai 1.2-2yuan/KWh. The cheapest I got so far is Zhoushan, Zhejiang, at 1/2 yuan/KWh.

BYD has increased the top speed of U9 to 391.94km/h.

Red tsunami said:

BYD has increased the top speed of U9 to 391.94km/h.

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they've actually gone over 400km/h already, but it hasn't been publicly reported yet.

FCB now has 300 stores in China. Quickly expanding


CPCA reporting huge NEV sales in October, up 57% YoY

BYD should be getting its next two RoRo ships soon since they've been registered now.

When can we expect China to go >80% BEV?



Around 2030 on current trends.

A more detailed breakdown:

mossen said:

When can we expect China to go >80% BEV?

View attachment 138773

Around 2030 on current trends.

A more detailed breakdown:

View attachment 138772

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A strange possibility in the future… massive divergence in personal transportation where China is EV and the US goes back to ICE. I wonder what the implications might be.

supersnoop said:

A strange possibility in the future… massive divergence in personal transportation where China is EV and the US goes back to ICE. I wonder what the implications might be.

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Elon going full Wumao.

supersnoop said:

A strange possibility in the future… massive divergence in personal transportation where China is EV and the US goes back to ICE. I wonder what the implications might be.

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Tesla is gong to buyout gm or ford for their ICE business.

First production impact of the EU EV Tariffs. Leapmotor changing European plant location from Poland to Germany and/or Slovakia.


2025 Denza D9 getting unveiled. It will have Lidar option.

October sales of 200k+ RMB sedans


NEV tractors in October again saw 15% growth over September. The rapid growth is just unbelievable.