New Energy Vehicles (NEVs) in China

siegecrossbow said:

It’s because they only offer a handful of models. This chart is based on separate models, not total volume.

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It is similar to Apple having only a few iPhone models.

Visitors look at a vehicle of Chinese car brand Jetour at the 21st Shanghai International Automobile Industry Exhibition in east China's Shanghai, April 26, 2025. The exhibition, also known as Auto Shanghai 2025, not only foreshadows technological trends in the global auto market, but also demonstrates the strength and confidence of China's rising automakers in the face of established global giants. (All photos by Xinhua/Fang Zhe)



Visitors look at an exhibit of Chinese car brand Zeekr at the 21st Shanghai International Automobile Industry Exhibition in east China's Shanghai, April 26, 2025.



Visitors look at an Xpeng P7+ on display at the 21st Shanghai International Automobile Industry Exhibition in east China's Shanghai, April 26, 2025.



Visitors sit in an Xpeng G6 on display at the 21st Shanghai International Automobile Industry Exhibition in east China's Shanghai, April 26, 2025.



Visitors view an exhibit of Chinese car brand AITO at the 21st Shanghai International Automobile Industry Exhibition in east China's Shanghai, April 26, 2025.



This photo taken on April 26, 2025 shows a Zeekr 9X on display at the 21st Shanghai International Automobile Industry Exhibition in east China's Shanghai.



Visitors look at an AITO M9 on display at the 21st Shanghai International Automobile Industry Exhibition in east China's Shanghai, April 26, 2025.



Visitors try a vehicle of Chinese car brand Zeekr at the 21st Shanghai International Automobile Industry Exhibition in east China's Shanghai, April 26, 2025.

A piece on BYD's ongoing expansion across the world. Lots of factories coming up in many countries.

Industry sources claim that negotiations over EU tariffs are going well. Definitely a promising sign, but time will tell.

Industry sources indicate China-EU discussions have recently progressed smoothly with a high likelihood of resolution. Supply chains are already responding by expanding European operations in anticipation of positive outcomes. Chinese Commerce Minister Wang Wentao recently met with Hildegard Muller, Chairwoman of the German Association of the Automotive Industry, emphasizing hopes for an "early and proper resolution" to the anti-subsidy case. Wang encouraged increased German automotive investment in China to promote technological innovation.

According to a Taiwanese supplier to Chinese automakers, previously stalled talks have gained momentum since Donald Trump's return to the White House and renewed US-China tariff tensions. Both China and Germany reportedly view the situation as an opportunity to gain an advantage over US-based EV manufacturers.

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A real-scenario record of self-driving from Huawei S9 when facing extreme road conditions. Incredible performance.

AndrewJ said:

A real-scenario record of self-driving from Huawei S9 when facing extreme road conditions. Incredible performance.

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This is a typical testing scenario for verification and compliance. As in general software engineering, QA is essentially trying to test and verify 1% corner cases for qualifying a release candidate. In L3 regulation, it essentially means coverage of tricky driving conditions demonstrated in the above video. And the regulatory authority requires the vendors to cover the liability under all L3 driving scenarios. That over time separates competitors from wannabes, simply because liability is now clearly defined and implication could be very expensive.

So far I only saw Huawei ADS 4.0 announced L3 highway compliance. And I expect its ADS 5.0 in the Beijing Auto Show next year will extend coverage to city driving.

2024年，中国大陆汽车销量为3143.62万辆，同比增长4.5%，比2019年增长21.9%，占全球汽车销量份额为32.98%，创历史最高水平

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2024年，中国大陆乘用车销量为2756.30万辆，同比增长5.8%，比2019年增长28.4%，占全球乘用车销量份额为40.81%，创历史最高水平

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China sold a third of all new cars in the world last year. More remarkably it sold over 40% of all new passenger cars globally and over 70% of all new NEV passenger vehicles

Mars and Venus:

What a $15,000 Electric SUV Says About U.S.-China Car Rivalry​

World’s two biggest vehicle markets increasingly look like Mars and Venus

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China built 47% more EV charging facilities in a year. I think China is probably one of a few countries that have a robust enough electric power grid that can handle MW chargers.

supercat said:

Mars and Venus:

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China built 47% more EV charging facilities in a year. I think China is probably one of a few countries that have a robust enough electric power grid that can handle MW chargers.

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Toyota in Guangzhou and Lexus in Shanghai, deeply integrated with Chinese NEV supply chain. VW in Anhui. Tesla in Shanghai. Plus BYD and HIMA eco-systems. Here is your global NEV industry.