New Energy Vehicles (NEVs) in China

tphuang said:

too much competition.

Alright, I went to a mall today with many EV stores.

NIO had by far the best offering in terms of the customer service. I think ES6 is a really nicely designed car. ET9 didn't blow me away in person, which is sad. ES6 is also the model I see far away the most on the street among NIO cars.

Li Auto didn't do all the added frills that NIO had, but sales agent was really top notch and gave me great answers to everything, including why MEGA Home is doing well and told me that i6 is coming after i8 and showed me their nation wide superchargers.

Huawei store was more for their consumer devices than their cars. I can see why S9 doesn't sell better. There is just limited market for a car with 4 large seats. You don't get that kind of car for families. I thought R7 is really nice looking, but it doesn't sell better for some reason. I also tried all their foldable phones. Btw, Honor's new foldable phone is actually supposed to be thinner, but Huawei is the king of foldable phones. Pura X was pretty well designed when I saw it in person. of course, Mate XT is still the star.

Zeekr store was pretty empty when I got there. They told me that 007GT & 7X are selling the best and showed me features of 009, but it's not full featured as MEGA Home. If you have the money, definitely get MEGA Home. Looks like they are placing a lot of hope on 9X.

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henrik said:

Any reason why BYD sales is down in July compared with previous year?

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China's total auto exports climbed 10.4 percent to 3.08 million units, with new energy vehicle shipments jumping 75 percent to 1.06 million units, according to the China Association of Automobile Manufacturers.

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Total passenger car sales in the Chinese market hit 13.53 million vehicles in the first six months of 2025, up 13% year-on-year, according to the China Association of Automobile Manufacturers (CAAM).

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ThatNiceType055 said:

R7 is about to get a facelift, honestly will look better than the current R7, which is not very good looking.

Current R7:
View attachment 157363

New R7:
View attachment 157364

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sndef888 said:

Personally I don't think Huawei is going to succeed unless they take over operations and launch under Huawei

Their strategy of spawning 5-6 JV brands is just not a long term sustainable strategy.

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GM will buy the batteries from China’s Contemporary Amperex Technology, one of the world’s largest battery makers, for about two years until the Detroit automaker and its Korean partner LG Energy Solution can stand up their own manufacturing of the lower-cost batteries in the U.S., according to people familiar with the plan.

GM said the arrangement is a stopgap as it works to manufacture its own lower-cost batteries made with lithium iron phosphate or “LFP” chemistry.

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At the same time, Republicans’ elimination of the $7,500 federal tax credit after next month makes GM’s strategy more palatable. Had the credit remained in place, GM’s Bolt wouldn’t have qualified due to its Chinese batteries. Now, the Bolt won’t face a $7,500 disadvantage to other EVs.

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Wrought said:

GM joins Ford in turning to CATL for batteries. They claim it will take two years for them/LG to produce their own.

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Wrought said:

GM joins Ford in turning to CATL for batteries. They claim it will take two years for them/LG to produce their own.



Trump's policies have also inadvertently helped.

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supercat said:

This is despite the tariffs. I'm not sure if LG Energy Solution can really scale up production in 2 years and be competitive in price with Chinese imports.

Xiaomi just recruited BMW's former design chief for EV.

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