New Energy Vehicles (NEVs) in China

sabiothailand

Junior Member
Registered Member
How do you get fake cars to get approval? How do fake cars sell so well in first world countries after three years, when problems should’ve manifested? Only FLG and Indians and maybe South East province are brain dead enough to come up with this sort of nonsense.

And please refrain from posting sourceless rage bait like this in the future.
I'm sorry, it's just that I heard these things from my dad, a bunch of here-says from salesmen or whatnot.

I wasn't trying to rage bait. I just wanna know if they're true or not.
 

Proteus

New Member
Registered Member
I'm sorry, it's just that I heard these things from my dad, a bunch of here-says from salesmen or whatnot.

I wasn't trying to rage bait. I just wanna know if they're true or not.
The GWM CEO has attacked BYD (they often do so when they release a new car, targeting BYD) and other media in China, as well as outside China, employing a black media strategy. Are you from Thailand? I usually see many black BYD cars on Facebook from Thailand, and quite popular, I think it is normal in Thailand. About BYD problems, they have a bad reputation in the supply chain in China because they try to maximize profit from others or try to make everything by themselves, which creates some financial risks. Just watch the video on Bilibili about it(
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), BYD products are also not attractive, but very good price, ok quality.
 
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sabiothailand

Junior Member
Registered Member
The GWM CEO has attacked BYD (they often do so when they release a new car, targeting BYD) and other media in China, as well as outside China, employing a black media strategy. Are you from Thailand? I usually see many black BYD cars on Facebook from Thailand, and quite popular, I think it is normal in Thailand. About BYD problems, they have a bad reputation in the supply chain in China because they try to maximize profit from others or try to make everything by themselves, which creates some financial risks. Just watch the video on Bilibili about it(
Please, Log in or Register to view URLs content!
), BYD products are also not attractive, but very good price, ok quality.
Yeah. Thanks for the link homie.
 

henrik

Senior Member
Registered Member
The GWM CEO has attacked BYD (they often do so when they release a new car, targeting BYD) and other media in China, as well as outside China, employing a black media strategy. Are you from Thailand? I usually see many black BYD cars on Facebook from Thailand, and quite popular, I think it is normal in Thailand. About BYD problems, they have a bad reputation in the supply chain in China because they try to maximize profit from others or try to make everything by themselves, which creates some financial risks. Just watch the video on Bilibili about it(
Please, Log in or Register to view URLs content!
), BYD products are also not attractive, but very good price, ok quality.

GWM does not have their own batteries technology, that is why they are jealous of BYD's supply chain.
 

LanceD23

Junior Member
Registered Member
Many are making EV passenger cars.
But not many are making EV transportation truck..

Now, CHina going hard for both EV passenger cars, truck, I wonder how many more years before it would substantially cut its oil import?
Like dropping oil import 50% or more.

 

tphuang

General
Staff member
Super Moderator
VIP Professional
Registered Member
Many are making EV passenger cars.
But not many are making EV transportation truck..

Now, CHina going hard for both EV passenger cars, truck, I wonder how many more years before it would substantially cut its oil import?
Like dropping oil import 50% or more.

In fact, many companies in China are making EV trucks. BYD batteries are actually used in some of them like XCMG & FAW Jiefang. We are at about 23% right now in EV penetration for HDTs.
 

supercat

Colonel
China just discovered 1.31 million tonnes of lithium oxide.

In the not too distant future, it will be a three-way competition in China: battery swaps, ultra-fast chargers, and solid-state batteries.
China Targets 100,000 Ultra-Fast EV Charging Stations by 2027 to Ease Range Anxiety
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According to the WSJ, Tesla is not doing well in China.

Elon Musk Is Running Out of Road in China​

As Tesla falls behind the local competitors it helped create, the billionaire’s rupture with Trump is limiting his value to Beijing
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Xpeng G7 is just more trouble for Tesla.
hWv1IAr.jpg

Tesla’s Latest Headache Promises Up To 436 Miles For Nearly $10,000 Less​

If you can get past the generic looks, there's a lot to like about Xpeng's latest electric crossover
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Phead128

Major
Staff member
Moderator - World Affairs
How are Chinese EV car's reliability (specifically BYD)? I was thinking, if they ever expand globally, they should repeat Japanese car brands strategy of focusing on building good brand reputation via reliability (specifically like Toyota or Honda reliability). Don't go the route of Hyundai or Kia, which is low price at the expense of poor quality/reliability, which you can get market share, but long-term reputation isn't good.
 

Lethe

Captain
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.

Addendum to the above now that PHEV numbers are available:

NEVs that have reached four-digit sales in Australia across the first six months of the year:

1. Tesla Model Y 10,431
2. BYD Shark 6 10,424
3. BYD Sealion 6 4375
4. BYD Sealion 7 3756
5. Tesla Model 3 3715
6. Mitsubishi Outlander 2961
7. Kia EV5 2765
8. MG 4 2268
9. BYD Atto 3 1854
10. Geely EX5 1845
11. BYD Seal 1609
12. BYD Dolphin 1337
13. GWM Haval H6 1172
14. Kia EV3 1153
15. BMW iX1 1110


It's noteworthy that twelve of the fifteen vehicles on this list are built in China (yes, including Kia EV5). I have italicized those that are not. Previously I overestimated likely sales of Mitsubishi and Mazda PHEVs but in my defence that is because the demand for those vehicles appears to have utterly collapsed with the expiry of a tax exemption for PHEVs at the end of Q1, while BYD and GWM were relatively unaffected: Mitsubishi Outlander recorded 2544 sales in Q1 and only 417 in Q2, while in the same segment Sealion 6 recorded 2083 sales in Q1 and 2292 in Q2.

On the subject of GWM, the Cannon Alpha PHEV ute has been quite well reviewed here (example
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,
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) as an alternative to BYD Shark 6. Slightly more expensive, but considerably more capable off-road courtesy of electric motor going into a traditional gearbox with low-range and locking differentials. The vehicle's biggest weakness is that the spare tyre must be mounted vertically to the side of the tray (or omitted entirely, but if you are happy to do that then you would probably be better off with a Shark 6 instead). Deliveries have only just started so it's not yet clear how it will fare against Shark 6 commercially, but it will be an interesting story to follow in coming months.
 
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