New Energy Vehicles (NEVs) in China

tphuang

tphuang

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2025 Denza N7 has been launched at 259.8 to 289.8k RMB

https://twitter.com/i/web/status/1891857600863424702

I'm still not optimistic about its sales prospect

January electric heavy duty truck sales in China

https://twitter.com/i/web/status/1891823667815801139

BYD signed strategic agreement with Jiangsu Zongshen to provide 4GWh of battery for its electric 2-wheeler business

https://twitter.com/i/web/status/1891820026044334285

2024 ESS battery cell producer rankings.

https://twitter.com/i/web/status/1891817233959051643
 
Wrought

Wrought

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A paper examining the synergistic link between HSR buildout and EV adoption. Since range anxiety is a major concern of consumers w.r.t. switching from ICE to EV, the authors' research finds that readily available long-distance public transit alleviates that concern, boosting sales and market share by up to 33%.

Using China's expansion of the high-speed rail system (HSR) as a quasi-natural experiment, we analyze the comprehensive vehicle registration data from 2010 to 2023 to estimate the causal impact of HSR connectivity on the adoption of electric vehicles (EVs). Implementing several identification strategies, including staggered difference-in-differences (DID), Callaway and Sant'Anna (CS) DID, and two instrumental-variable approaches, we consistently find that, by alleviating range anxiety, the expansion of HSR can account for up to one third of the increase in EV market share and EV sales in China during our sample period, with effects particularly pronounced in cities served by faster HSR lines. The results remain robust when controlling for local industrial policies, charging infrastructure growth, supply-side factors, and economic development. We also find that HSR connectivity amplifies the effectiveness of charging infrastructure and consumer purchase subsidies in promoting EV adoption.
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OptimusLion

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SAIC Motor Corporation Limited and Huawei Terminal Co., Ltd. signed an in-depth cooperation agreement in Shanghai. The two parties will carry out strategic cooperation in the fields of product definition, manufacturing, supply chain management, sales and service, etc., to create a new new energy smart car and jointly bring users a leading smart travel experience.

The strategic cooperation between SAIC and Huawei will further play their respective advantages and promote the Chinese automobile industry to a new height in the era of intelligence. The teams of both parties will deeply integrate and work together to explore new paths for innovation in smart car technology and business models, and strive to create globally competitive smart car products to provide users with a more intelligent, convenient and safe travel experience.

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