New Energy Vehicles (NEVs) in China

Chinese auto market is far from settled; all brands are doing everything they can to survive, there is no eternal champions whatsoever.

Example: NIO expects to record adjusted operating profit of 700 million to 1.2 billion yuan in the fourth quarter of 2025, marking the company's first quarterly adjusted operating profit.

I remember last year they were in a slump, just like Xpeng was the year before, but their fortunes just reversed again and again.

bsdnf said:

Chinese auto market is far from settled; all brands are doing everything they can to survive, there is no eternal champions whatsoever.

Example: NIO expects to record adjusted operating profit of 700 million to 1.2 billion yuan in the fourth quarter of 2025, marking the company's first quarterly adjusted operating profit.

I remember last year they were in a slump, just like Xpeng was the year before, but their fortunes just reversed again and again.

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Nio should get rid of their battery swapping, as BYD's solid state batteries will be dominant.

Volkswagen aims to make majority of its cars in China on new architecture by 2030 (

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)​

The architecture enables it to develop cars up to 30 per cent faster and 40 per cent ‌cheaper when compared ‌with using the German-developed MEB platform, thanks to centralised control units and increased in-house component production.

Volkswagen plans by 2030 to build most of ‍the vehicles it offers in China on its new electronic architecture platform developed with EV maker ⁠Xpeng, the company said.

The move is part of its efforts to win back the world's largest auto market.

The architecture enables it to develop cars up to 30 per cent faster and 40 per cent ‌cheaper when compared ‌with using the German-developed MEB platform, thanks to centralised control units and increased in-house component production, company officials ‌said.

The company's goal is to build "most of its cars" in China on the software-driven new architecture called (CEA) by 2030, said Liu Ran, a spokesperson for Volkswagen Group China Technology, during a tour of a sprawling manufacturing hub in Hefei, eastern China.

bsdnf said:

Chinese auto market is far from settled; all brands are doing everything they can to survive, there is no eternal champions whatsoever.

Example: NIO expects to record adjusted operating profit of 700 million to 1.2 billion yuan in the fourth quarter of 2025, marking the company's first quarterly adjusted operating profit.

I remember last year they were in a slump, just like Xpeng was the year before, but their fortunes just reversed again and again.

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China's NEV subsidies have been cut this year.

henrik said:

Nio should get rid of their battery swapping, as BYD's solid state batteries will be dominant.

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My hunch is that all theree are needed for now: battery-swap, superchargers, and the continued development of solid-state battery. SSB won't be economically viable for the masses in the next 5-7 years, while battery-swap is needed even in the future for commercial vehicles.

For those who are wondering, ES8 is the full-size SUV that propelled Nio into profitability in Q4. Below is the 2026 version. A even bigger model, the Nio ES9, is upcoming soon.

Some new MIIT filings from today or new vehicles to expect. I listed some of the catchy ones here with Tang 9 EV, Tai-7 EV, Yu-7 GT, AITO M6, Zeekr 8X and L9 Livis

henrik said:

Nio should get rid of their battery swapping, as BYD's solid state batteries will be dominant.

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Charging speeds are already mostly limited by the grid now in China, it's gonna be far more the case elsewhere. I mean, charging a 100kwh battery in 5 minutes requires a megawatt level charger, I just don't see that happening on a widespread level anytime soon in most places in the world.

supercat said:

For those who are wondering, ES8 is the full-size SUV that propelled Nio into profitability in Q4. Below is the 2026 version. A even bigger model,

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Taste is really a subjective thing because that car is ugly. Maybe I just prefer European styling because I find the majority of NEVs from China either look too generic or too out there.

dingyibvs said:

Charging speeds are already mostly limited by the grid now in China, it's gonna be far more the case elsewhere. I mean, charging a 100kwh battery in 5 minutes requires a megawatt level charger, I just don't see that happening on a widespread level anytime soon in most places in the world.

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China is probably one of the few countries that has an electricity grid that is robust enough for the more widespread use of superchargers.

tankphobia said:

Taste is really a subjective thing because that car is ugly. Maybe I just prefer European styling because I find the majority of NEVs from China either look too generic or too out there.

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If I'm not mistaken, some of Chinese EV models are actually created by European car studios. Off the top of my head, one of China's top-selling commercial vans, the Geely Farizon SV (formerly SuperVan), was styled by an European auto designer.

The US and Canada are going separate ways. From WSJ:

The Car Industry Is Racing to Replace Chinese Code​

New U.S. rules ban Chinese software in vehicles on national-security grounds

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From Bloomberg:

Canada eyes joint venture to build Chinese EVs for global export​

Canada’s goal of attracting Chinese auto investment is part of Mark Carney’s broader trade truce with China

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tankphobia said:

Taste is really a subjective thing because that car is ugly. Maybe I just prefer European styling because I find the majority of NEVs from China either look too generic or too out there.

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That's the problem I have with BYDs. They look like generic GTA cars designed by AI. Dozens of models released each year but none of them really catch your eye. Both interior and exterior. Maybe except the new FCB Mei 9.

Then there's also naming. Way too generic. Like what's the difference between Seal 05 and 06 and 06 max and 07? And I have no idea how they're going to sell "Formula Leopard Magnesium 9" overseas. What they need is a definitive few "leader products" that stand out and have clear positioning

Geely, Changan, Xpeng are a bit better in this regard.

sndef888 said:

That's the problem I have with BYDs. They look like generic GTA cars designed by AI. Dozens of models released each year but none of them really catch your eye. Both interior and exterior. Maybe except the new FCB Mei 9.

Then there's also naming. Way too generic. Like what's the difference between Seal 05 and 06 and 06 max and 07? And I have no idea how they're going to sell "Formula Leopard Magnesium 9" overseas. What they need is a definitive few "leader products" that stand out and have clear positioning

Geely, Changan, Xpeng are a bit better in this regard.

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Even with the clunky full name as a badge (build your dreams) which they quickly reverted back to byd, they will never reach the level of Deepal. Nobody I have talked to even knows it's a Chinese brand, everyone thinks it's indian with the expected reception.

With how much expenditure it takes to ship and sell cars overseas, there's a staggering low effort in performing market research and localisation of branding.