New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
Hesai is doing well. Have now picked up Mercedes as a partner
BYD Ocean series have sold more than 4.4 million vehicles. Will launch new SUV and MPV this year
top selling models from this week and top selling NEV brands
YangWang U7 here, getting bumped at 100km/h and keeps going straight. Unbelievable stuff.
Qin L EV to be launched on 23rd
Ecarx now in talk to build VW's cockpit product for European market too. Chinese supply chain taking over.
Northvolt is almost done. Now, filing for bankruptcy in home market.
Chinese battery makers should be welcomed with open arms in Europe
Any Chinese owned factories are at high risk of being nationalised in even of armed conflicts with US over Taiwan.
Noted how all Russian subsidaries in Europe are nationalised/confiscated.
Ecarx is not building any factories. It is supplying software technology.
Some Chinese EV forecasting. PHEV should peak by early 2027 on current trajectory. Companies which bet everything on PHEV early on will struggle in a few years time since they will enter a structural bear market. By the end of the decade, the only game in town will be BEVs.
Early 2027 should also be when ICE sales hit <20%. By 2029, ICE sales will fall below 5% on current trajectory.
If the current trends hold, then it means it took just 10 years to go from 95% ICE sales to 5% ICE sales. Crazy if it happens and it looks like it just might.
Early 2027 should also be when ICE sales hit <20%. By 2029, ICE sales will fall below 5% on current trajectory.
If the current trends hold, then it means it took just 10 years to go from 95% ICE sales to 5% ICE sales. Crazy if it happens and it looks like it just might.
AssassinsMace
Lieutenant General
He didn't say he wanted all auto parts made in the US? Yes way.