New Energy Vehicles (NEVs) in China

supersnoop · 2025-02-04T15:50:10-0500

StraightEdge said:
Lei Jun Drifting on ice with SU7 Ultra.

https://twitter.com/i/web/status/1881653550461374939

Interesting to note that this is posted on X which is not openly accessible in China, but the only market where the SU7 is available. Clear pandering to the growing international following of the SU7. It has been trending for a while, but since Jim Farley's comments, it's viral.
(as an aside, a hilarious obvious breach of the GFW that I'm sure people who pretend to care about these things won't notice)

I hope it's battery is better than the similar looking Taycan which has been recalled for the 1 millionth time...

mossen said:
The key to avoiding getting eaten by a bear isn't to run faster than the bear - you just have to run faster than the guy next to you.

As bad as Tesla gets, as long as they are in a better shape than legacy auto's EV efforts, they will have a captive domestic audience in the US. But it seems clear that Tesla isn't really a global leader anymore... and hasn't been for a long time.

Geely is probably the most impressive EV company in China outside of the more recent start-ups like Xiaomi, Xpeng etc. With the benefit of hindsight, Volvo was really lucky that they got new ownership from China back in 2010. If they had the old US owners, the company would today be totally left out of the loop in terms of EV progress. The German carmakers could also potentially benefit, but that would probably require Geely to increase its ownership rate considerably first.

Tesla's car is simply boring
When you have Chinese cars showing off (or even something like the Hummer) crab walking, floating, active MEMs suspension, Dolby Atmos theatre, portable "generator" (V2L) features, etc, meanwhile the Tesla models all basically look like the same from when they were first released 10 years ago, it begs the question "What's the point?"

I don't think Geely is that impressive technology wise, but they are on the ball (that is unlike many of the older generation of Chinese car makers, they knew to move to EV). Their acumen is more business than anything IMO. If you think of Volvo being lucky by being divested by Ford, please look at JLR which was divested at the same time by Ford and sold to Tata.

In fact, take a look at Jaguar's latest ad campaign and tell me what you think...