New Energy Vehicles (NEVs) in China

tankphobia

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You are spreading FUD here. DongCheDi is absolute NOT a public institution for automobile reviews or benchmarking. There have been very few independent apple-to-apple benchmarking of volume (intelligent) assisted driving. The most recent was done by a government institution. And people of any professional experience knows that Murphy's law exists in every walk of life. With all those public sales data, reviews, reports and consumer feedback, the fact you are here picking ADAS for limitations is just like saying OpenAI/Grok3/Claude were all piece of crap because they could not eliminate hallucination. In China today, there is an established market consensus that ADAS 3.2+ is the number one assisted driving and there is no such thing any more as first-tier. Wait for pending L3 get-go and I want to see if you would have any guts spreading those FUD here anymore.
Is there specific issues with the method of testing used? There must be some local government support for such a test since it was conducted on a stretch of highway which would need to be closed off.

It's not really the government's job to do a comparison of consumer products so this is really the best that we're going to get. If any of the car manufacturers feel that they were unfairly represented, they are free to refute and prove their case.

All I've seen from the results is that the government was right to crack down on reckless advertising regarding self driving cars, as the tech is simply not ready. Really surprised me that Tesla outperformed others with vision only sensor suite.
 

4Runner

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Is there specific issues with the method of testing used? There must be some local government support for such a test since it was conducted on a stretch of highway which would need to be closed off.

It's not really the government's job to do a comparison of consumer products so this is really the best that we're going to get. If any of the car manufacturers feel that they were unfairly represented, they are free to refute and prove their case.

All I've seen from the results is that the government was right to crack down on reckless advertising regarding self driving cars, as the tech is simply not ready. Really surprised me that Tesla outperformed others with vision only sensor suite.
Last thing first, CCTV erased its association with DCD on the review, which was most likely a FUD campaign funded by vested interests. Why now? Because, time is running out. The L3 permit was supposed to be released by now but was delayed after Xiaomi SU7 accident that killed 3 college girls. Now HIMA and its supply chain are pushing L3 really hard, while almost all other stakeholders in the NEV ecosystem want to see it delayed further. I am not going to name names here because that play did not violate Chinese laws.

Now back to your first question of reviews or benchmarking, which is a billion-dollar question. For those who spent serious time on reviews or benchmarking of CPUs, GPUs, computers, smart phones, etc., most of them are private for-profit entities. For example, in good old days,
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and
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were two typical globally famous review sites for CPUs, GPUs and computers. There engagements from one-man-hobby to for-profit company evolve along with their review qualities and credibilities. In auto world, reviews were usually done by commercial entities like Automobile, Car and Drive, Motor Trend, etc, which were primarily funded by advertising from the very car companies that there were supposed to review and judge. I guess by now you are getting my point.

For today's full-featured NEV from China, they are way more sophisticated and complex than those computer things or ICE cars during their respective heydays. And the stakes are very high. Particularly the central government just started serious campaign on 内卷, countdown has begun for lots of struggling car companies or suppliers. And the pending L3 approval would likely be a litmus test to potential NEV buyers in luxury segments, because that would be the only standard compliance from government regulation with binding legal liabilities in assisted driving or self driving. In this context, that DCD review was not a surprise to me at all.

Technically speaking, due diligence and driving experience are essential for cars above RMB300k. In last few decades I have read gazillions of reviews and benchmarks on cars and computers. I largely used those as sources of product specifications or roadmaps.
 

HeiTangSeng

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View attachment 156805

This chart was created by Qwen mobile app for top full-size SUV sales in the first-half 2025 China. First off I was surprised by the followings:

(1) Lincoln Navigator was there at ASP 1100k.
(2) Cadillac Escalade was there at ASP 1500k.
(3) Infinite QX80 was there at ASP 800k.
(4) Audi was Q8 at ASP 900k, not Q7 which is bigger.
(5) AITO M8 started delivery on April 20th.
Qwen is hallucinating. Lincoln Navigator 2025 1H sold only 170 and Escalade 115 in total! Not many suckers left.
IMG_2224.jpeg
 

tphuang

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Wrought

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Chang'an has been restructured as a new SOE, separate from China South Industries.

这次重组是国家推动央企改革、优化国有资本布局的重要一步,也是提升中国汽车产业竞争力的重要举措。汽车行业作为国民经济支柱产业,整合步伐正在提速。国务院国资委相关负责人表示,至此,我国形成的三大央企汽车集团,将更好助力智能网联新能源汽车产业高质量发展,加快发展具有全球竞争力的世界一流品牌。

7月27日,中国长安汽车集团有限公司成立,注册资本200亿元,法定代表人为朱华荣,登记地位于重庆市。经营范围包括汽车销售、新能源汽车整车销售、汽车零部件研发等。

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jnd85

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Electric.co reported earlier this month on a really interesting buy-back program in China to encourage e-bike sales. Seems like a great idea with a lot of potential.

China was once known as perhaps the greatest "Kingdom of Bicycles" (自行车王国), with an infrastructure that put even the most cycling-friendly European city to shame. With a looming energy crunch putting stress on all other areas of the economy, is there a more efficient future mode of transport than e-cars that has been there all along?

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China’s nationwide ‘cash for clunkers’ trade-in program causing huge e-bike boom​

While much of the Western world is still figuring out how to get more people on electric bikes, China just flipped a switch, and the results are staggering. Thanks to
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rolled out around six months ago, China has seen an explosive surge in electric bicycle sales, with over 8.47 million new e-bikes hitting the road in the first half of 2025 alone.


The
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, which offers subsidies to riders who trade in their old, often outdated electric bikes for newer, safer, and more efficient models, has sparked a new e-bike sale boom in a country already dominated by e-bike travel. In major provinces like Jiangsu, Hebei, and Zhejiang, over one million new e-bikes were sold in each region in just six months. That’s a tidal wave of e-bike sales.


The incentives vary depending on location and the model being traded in, but for many consumers, the subsidies cover a substantial portion of a new e-bike’s price – enough to turn a “maybe next year” purchase into a “right now” upgrade. And these aren’t just budget bikes either. The program has driven demand for higher-quality models with better batteries, safer braking systems, and more reliable electronics, accelerating both adoption and innovation across the industry.

The move has proven successful in replacing the millions of older models with lower-quality lithium-ion batteries that had posed safety risks around the country. Instead, China has pushed for
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, a return to a newer generation of higher-performance AGM batteries, and even interesting
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According to China’s Ministry of Commerce, more than 8.4 million consumers have participated in the e-bike trade-in program so far, contributing to a sales increase of 643.5% year-over-year and more than doubling sales month-over-month. Meanwhile, production of new electric bicycles rose by nearly 28%, as manufacturers scrambled to meet demand. The sales boosts have already been seen in
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And it’s not just the big players benefiting – over 82,000 small independent e-bike dealers reported average sales increases of ¥302,000 (around US $42,000), giving a serious boost to local economies.

What’s particularly striking here is how fast this happened. The program was officially launched late last year as part of a broader effort to stimulate domestic consumption and phase out outdated vehicles and appliances. But while most analysts expected gradual growth, the e-bike sector responded much more quickly. In less than a year, the trade-in subsidies have reshaped the electric bicycle market, creating a consumer-driven boom that shows no signs of slowing.

For those of us watching from outside China, it’s hard not to wonder what might happen if other countries tried something similar. While most families in Chinese cities already own an electric bike and thus see this as an opportunity to trade it in for a newer model, Western countries like the US
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how to stimulate commuters into buying their first e-bike.


It’s too soon to know exactly how long the boom will last or whether the momentum will carry into 2026 and beyond. We’ve seen bicycle industry bubbles grow and burst before. But one thing’s clear: with the right incentives, even modest ones, it’s possible to ignite real, large-scale change. China just proved it with nearly 8.5 million new e-bikes to show for it.

And if you’re wondering what it looks like when a country takes electric micromobility seriously, this is it.
 
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