New Energy Vehicles (NEVs) in China

BYD's AI investment. they are really getting into this. 500 people team is just the start.

Indonesia is getting rid of tariffs for BYD, GAC Aion and Citroen as part of deal to encourage them to build factory in Indonesia.

BYD expects to start production in Indonesia in 2026.

looks like the BYD shark deliveries in Australia will start soon. A lot of orders so far.


I wouldn't be surprised if they can sell 1500 of this a month.

henrik said:

That would benefit tesla, more than GM and ford, which will be left behind in the EV industry. China only needs to concentrate on nationalizing tesla.

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I don't understand why China hasn't ejected Tesla from the Chinese market as yet. Until recently you could perhaps make an argument for forbearance, demonstrating good faith, leaving room for negotiating win-win compromises, ensuring there are still stakeholders in the United States willing to advocate for pragmatic policies, etc. but all of that is out the window at this point, and what remains is weakness and passivity in the face of American aggression, thereby encouraging more aggression.

Lethe said:

I don't understand why China hasn't ejected Tesla from the Chinese market as yet. Until recently you could perhaps make an argument for forbearance, demonstrating good faith, leaving room for negotiating win-win compromises, ensuring there are still stakeholders in the United States willing to advocate for pragmatic policies, etc. but all of that is out the window at this point, and what remains is weakness in the face of American aggression, thereby encouraging more aggression.

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Seems premature to do that before they figure out how useful Elon Musk is. And considering the barriers against Chinese EVs, having Chinese components in Teslas is good.

Lethe said:

I don't understand why China hasn't ejected Tesla from the Chinese market as yet. Until recently you could perhaps make an argument for forbearance, demonstrating good faith, leaving room for negotiating win-win compromises, ensuring there are still stakeholders in the United States willing to advocate for pragmatic policies, etc. but all of that is out the window at this point, and what remains is weakness and passivity in the face of American aggression, thereby encouraging more aggression.

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I don't really see the downside in keeping Tesla in China. They're not going to take over the market, if anything, they seem to be less competitive every year. It gives you some options in case US actually does try something crazy in an economic war. It gives you insight into foreign competition, because Tesla will definitely be in Europe and US and other markets for many years to come. And it's also just a decent enough car... If some Chinese people want to buy a Tesla, they should be able to.

China shouldn't be scared of competition. Intense competition is how they got so far.

mst said:

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(Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.
The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.

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All the more Chinese should make sure not to license or build any up/downstream EV battery supplies in America. Or to enable American mainland factories to benefit from Chinese batteries supply chain.

American politicians idea of winning is to cripple non-US firms and make sure the competition for global market existing only primarily amongst American companies. Nations, esp in South East Asia, Middle East and Latin Am will be under pressure to sanction China or cut Chinese firms out via clause demanded bilaterally by US side.

NEV HDTs sales hit a milestone of 10k per month in November. This is just growing at a lightening speed. Buyers don't care about styling or brand. They just care about costs and charging infrastructure. Now that both are showing optimum numbers, we just need to ramp up production and battery supply.

Lethe said:

I don't understand why China hasn't ejected Tesla from the Chinese market as yet. Until recently you could perhaps make an argument for forbearance, demonstrating good faith, leaving room for negotiating win-win compromises, ensuring there are still stakeholders in the United States willing to advocate for pragmatic policies, etc. but all of that is out the window at this point, and what remains is weakness and passivity in the face of American aggression, thereby encouraging more aggression.

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China isnt naive nor altrustic, Tesla has been a very useful tool in destroying western auto industry, their reliance on Chinese batteries limits the ability of other western carmakers to scaling up non Chinese battery production, nor get away with lower performing batteries, at the same time the cost advantage of Tesla exporting from Shanghai directly harms other automakers who tries to build loca and incentivize them to also build in China with Chinese batteries.

Considering how much batteries make up in the cost of an EV, and how much Tesla relies on Chinese supply chain nevermind market, Tesla is practically a Chinese EV with a bodykit at this point.

Keep your friends close, keep your enemies closer

Some MSM tried to test drive a Xiaomi car.. the comments in the video call him "biased"..