New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
So basically they want all those American battery factory jobs outsourced abroad. How unAmerican. Maybe they need to be chained up and exiled to Libya for this sort of treasonous behavior.
Well, think it’s better to just sell them ready made batteries than giving TOT then. Less risks for both sides politically
In a reasonable world where politicians behave reasonably you can get Win-Win from this by simultaneously boosting American manufacturing jobs and Chinese corporate profit. We do not live in a reasonable world. That said, if they are suspicious of US assembled batteries with Chinese TOT, what makes you think they’d be less suspicious of MIC batteries?
I think Xiaomi is also lucky in that they are less reliant on outside financing and able to concentrate on a specific niche. They also benefitted from good timing. They got in when the supply chain was more established, while the new players were still struggling with it, paying more. NIO and XPeng also made a big mistake in wasting money in chasing European sales way too early. Xiaomi isn't even selling outside of China yet even though there's probably enough demand in big cities.
These guys don't want EVs at all. They (probably) think EVs emit waves that turn Americans into homosexual communists. CO2 emissions from V8 IC Engines are scientifically known to keep queerness away.
JD logistics with new autonomous L4 trucks and delivery vehicles. Really cool to see this in action.
Just a temporary deal for Xiaomi to start production, before Xiaomi acquired its own production lisence.
"北京小米" Beijing Xiaomi badge on the car replaced by just "小米" Xiaomi in July 2024, signaling Xiaomi started using its own production lisence. Nio cars were badged "江淮蔚来" JAC Nio before 2023, now it is also just "蔚来" Nio. Unlike Xiaomi getting a brand new production lisence, Nio simply acquired assets from JAC for a worth of 4.5 billion RMB to acquire the exising production lisence.
Lethe
Captain
Sales of Chinese brand vehicles, and Tesla, in Australia:
June 2025
BYD 8156 sales, #5, up 368%
GWM 5464 sales, #7, up 31%
Tesla 4589 sales, #11, down 2%
MG 3896 sales, #12, down 8%
Chery 3024 sales, #14, up 180%
LDV 1581 sales, #19, down 5%
Geely 822 sales, #24, NEW
Omoda Jaecoo, 380 sales, #33, NEW
JAC 118 sales, #40, NEW
Zeekr 111 sales, #41, NEW
Leapmotor 60 sales, #44, NEW
Deepal 32 sales, #48, NEW
2025 YTD
GWM 25,189 sales, #7, up 17%
BYD 23,355 sales, #8, up 145%
MG 21,674 sales, #10, down 12%
Tesla 14,146 sales, #14, down 39%
Chery 14,123 sales #15, up 229%
LDV 7340 sales, #20, down 17%
Geely 1845 sales, #32, NEW
JAC 907 sales, #37, NEW
Omoda Jaecoo 690 sales, #41, NEW
Zeekr 450 sales, #42, NEW
Leapmotor 309 sales, #44, NEW
Deepal 99 sales, #51, NEW
Not reporting: Xpeng.
BYD set new records in Australia last month, with its 5th-place position being the highest monthly result for any Chinese brand in Australia to date, ahead of second-tier stalwarts such as Kia and Mitsubishi. With BYD having recently transitioned in Australia from a third-party distributor (EVDirect) to fully-owned subsidiary model, the streamlining of its local warranty structure, and plans for further vehicle rollouts in coming months alongside the launch of Denza sub-brand, the future continues to look bright for BYD in Australia. As a note of caution, BYD's June sales were some 70% higher than their next-best month for the year to date, back in March, so at this point it would be more reasonable to regard them as an outlier rather than a trend.
June was also a strong month for Tesla, with the updated Model Y coming in as the #3 best-selling vehicle for the month in its first full month of availability. First May and now June have been bright spots amidst a broader downward trend for Tesla in Australia, and it remains an open question as to how their numbers will fare once they have chewed through the pent-up demand for the Model Y refresh. Previously, the sales bump from updated Model 3 proved rather short-lived, but the Model Y is in a far more popular vehicle segment.
Not much to write home about regarding the crop of new entrants to the market, though Geely has made a minor splash since arriving here with EX5.
Here are the BEVs that have reached the four digit sales mark in Australia YTD:
1. Tesla Model Y 10,431
2. BYD Sealion 7 3756
3. Tesla Model 3 3715
4. Kia EV5 2765
5. MG 4 2268
6. BYD Atto 3 1854
7. Geely EX5 1845
8. BYD Seal 1609
9. BYD Dolphin 1337
10. Kia EV3 1153
11. BMW iX1 1110
Most PHEV numbers aren't yet available, as VFACTS data doesn't distinguish between different powertrain variants of the same model, so the ICE/PHEV breakdown has to be sought manually from each brand. Fortunately BYD's PHEVs don't suffer from that problem as there are no ICE variants: the "NEV" version of this list would have BYD Shark 6 neck-and-neck with Model Y (10,424 sales YTD), with Sealion 6 probably coming in at #3 with 4375 sales. I say probably because, extrapolating from 2024 and Q1 data, Mitsubishi Outlander PHEV sales are likely to be in the range of 3500-4000 units YTD, assuredly the most popular NEV here that is not built in China. Other PHEVs that may have crossed the four-digit sales threshold YTD include Mitsubishi Eclipse Cross, Mazda CX-60 and CX-80, and GWM Haval H6. Overall NEV penetration has crept up over 10% in recent months even amidst Tesla's downturn, with the bulk of that growth attributable to Shark 6 specifically.
Alborz Fallah recently penned an opinion piece that may be of interest to folks here: . Fallah was a key figure in the founding of two of the most influential automotive publications in Australia: CarAdvice (now Drive) and CarExpert, and so this op-ed provides some insight into the thinking at that level. There is still a lot of casual prejudice here regarding Chinese vehicles and China (see the comments...) but I've actually been surprised how open the media class and broader population has been to these new market entrants. Undoubtedly one of the reasons for this is that we no longer have a domestic vehicle industry to protect and be proud of, but it's still curious that Chinese brands have managed to thrive here in recent years despite the broader downturn in Australia-China relations over the same period.
June 2025
BYD 8156 sales, #5, up 368%
GWM 5464 sales, #7, up 31%
Tesla 4589 sales, #11, down 2%
MG 3896 sales, #12, down 8%
Chery 3024 sales, #14, up 180%
LDV 1581 sales, #19, down 5%
Geely 822 sales, #24, NEW
Omoda Jaecoo, 380 sales, #33, NEW
JAC 118 sales, #40, NEW
Zeekr 111 sales, #41, NEW
Leapmotor 60 sales, #44, NEW
Deepal 32 sales, #48, NEW
2025 YTD
GWM 25,189 sales, #7, up 17%
BYD 23,355 sales, #8, up 145%
MG 21,674 sales, #10, down 12%
Tesla 14,146 sales, #14, down 39%
Chery 14,123 sales #15, up 229%
LDV 7340 sales, #20, down 17%
Geely 1845 sales, #32, NEW
JAC 907 sales, #37, NEW
Omoda Jaecoo 690 sales, #41, NEW
Zeekr 450 sales, #42, NEW
Leapmotor 309 sales, #44, NEW
Deepal 99 sales, #51, NEW
Not reporting: Xpeng.
BYD set new records in Australia last month, with its 5th-place position being the highest monthly result for any Chinese brand in Australia to date, ahead of second-tier stalwarts such as Kia and Mitsubishi. With BYD having recently transitioned in Australia from a third-party distributor (EVDirect) to fully-owned subsidiary model, the streamlining of its local warranty structure, and plans for further vehicle rollouts in coming months alongside the launch of Denza sub-brand, the future continues to look bright for BYD in Australia. As a note of caution, BYD's June sales were some 70% higher than their next-best month for the year to date, back in March, so at this point it would be more reasonable to regard them as an outlier rather than a trend.
June was also a strong month for Tesla, with the updated Model Y coming in as the #3 best-selling vehicle for the month in its first full month of availability. First May and now June have been bright spots amidst a broader downward trend for Tesla in Australia, and it remains an open question as to how their numbers will fare once they have chewed through the pent-up demand for the Model Y refresh. Previously, the sales bump from updated Model 3 proved rather short-lived, but the Model Y is in a far more popular vehicle segment.
Not much to write home about regarding the crop of new entrants to the market, though Geely has made a minor splash since arriving here with EX5.
Here are the BEVs that have reached the four digit sales mark in Australia YTD:
1. Tesla Model Y 10,431
2. BYD Sealion 7 3756
3. Tesla Model 3 3715
4. Kia EV5 2765
5. MG 4 2268
6. BYD Atto 3 1854
7. Geely EX5 1845
8. BYD Seal 1609
9. BYD Dolphin 1337
10. Kia EV3 1153
11. BMW iX1 1110
Most PHEV numbers aren't yet available, as VFACTS data doesn't distinguish between different powertrain variants of the same model, so the ICE/PHEV breakdown has to be sought manually from each brand. Fortunately BYD's PHEVs don't suffer from that problem as there are no ICE variants: the "NEV" version of this list would have BYD Shark 6 neck-and-neck with Model Y (10,424 sales YTD), with Sealion 6 probably coming in at #3 with 4375 sales. I say probably because, extrapolating from 2024 and Q1 data, Mitsubishi Outlander PHEV sales are likely to be in the range of 3500-4000 units YTD, assuredly the most popular NEV here that is not built in China. Other PHEVs that may have crossed the four-digit sales threshold YTD include Mitsubishi Eclipse Cross, Mazda CX-60 and CX-80, and GWM Haval H6. Overall NEV penetration has crept up over 10% in recent months even amidst Tesla's downturn, with the bulk of that growth attributable to Shark 6 specifically.
Alborz Fallah recently penned an opinion piece that may be of interest to folks here: . Fallah was a key figure in the founding of two of the most influential automotive publications in Australia: CarAdvice (now Drive) and CarExpert, and so this op-ed provides some insight into the thinking at that level. There is still a lot of casual prejudice here regarding Chinese vehicles and China (see the comments...) but I've actually been surprised how open the media class and broader population has been to these new market entrants. Undoubtedly one of the reasons for this is that we no longer have a domestic vehicle industry to protect and be proud of, but it's still curious that Chinese brands have managed to thrive here in recent years despite the broader downturn in Australia-China relations over the same period.
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Yeah, Australia is just one of the many markets that BYD did really well in June.
But they also did well in Brazil, Thailand, Turkey and Mexico. All huge markets for BYD. Again, it exported 90k overseas. Most of that is counted just as it get shipped overseas, but certainly the local dealers see demand for these vehicles.