New Energy Vehicles (NEVs) in China

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Tyler

Captain
Registered Member
tphuang said:
This is the kind of things I'm talking about in terms of where to build factories and where not to.
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CATL building factory in Germany is a good thing, because they have a huge market and are not big in battery manufacturing. Building factory there will likely help increase CATL market share in European cars and possibly even open doors for more Chinese EV exports to Germany and surrounding countries. This kind of stuff is unlikely to hurt Chinese manufacturing. It is also a great thing for China's image to be seen as building high quality/technology product. It has halo effect around other Chinese exports.

And similarly, I think China should encourage CATL/BYD and other companies to build battery factories and auto factories in countries like Indonesia, Thailand and Malaysia to raise the public perception of Chinese high tech exports. They are unlikely to hurt China's global competitiveness.

China should look to crush battery and car manufacturers in Korea and Japan like they crushed them in shipbuilding.
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The Japanese consumers especially are not even aware of what is happening in this EV trend.
 
T

Tyler

Captain
Registered Member
sndef888 said:
CATL looks like it could lose its position as top battery maker as BYD and CALB and even SVOLT have announced major expansion plans to overtake them. The market will become more fragmented in terms of companies but possibly even more dominated by Chinese suppliers
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Do CALB and SVOLT have better technology than CATL?
 
supercat

supercat

Major

BYD plans aggressive model expansion in Australia​

BYD’s Australian distributor is riding high on strong orders, huge interest and expanding partnerships
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BREAKING: Tesla recalls 127,785 Model 3 vehicles in China due to risk of losing power while driving​

Tesla China is recalling a total of 127,785 imported and China-made Model 3 vehicles with production dates between January 11, 2019 and January 25, 2022, effective April 7.

China's State Administration for Market Regulation (SAMR) website published the information today, stating that this includes 34,207 imported Model 3 vehicles and 93,578 locally manufactured Model 3 vehicles.
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sndef888

Captain
Registered Member
Tyler said:
Do CALB and SVOLT have better technology than CATL?
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Not sure about CALB but SVOLT claims to have 200 wh/kg LFP tech which is higher than BYD 150 wh/kg. CATL is the lowest at 125 wh/kg for those supplied to tesla, though I think they also have up to 160 wh/kg

But CATL is probably more advanced in NMC batteries. If I'm not wrong BYD and SVOLT both don't do NMC batteries
 
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A

AndrewS

Brigadier
Registered Member
sndef888 said:
The EV market is moving way more quickly than I (or even the chinese government) had expected. They set a target of 20% penetration by 2025 and apparently latest industry prediction is over 30% penetration by end of this year. Imagine 3 in 10 new cars sold in the world's largest car market is electric.

I also love that BYD's new designs are becoming more mature and less scifi looking. The BYD Seal looks really good. It's honestly the first EV I would consider buying
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Remember that Chinese targets are regarded more as a minimum.

I reckon we're looking at electric cars accounting for over 80% of new car sales in China within the next 5 years.
 
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sndef888

Captain
Registered Member
Anybody have a list of % state ownership in chinese auto companies?

Seems like many of the initially fully state owned companies have listed their main auto business but retain majority of shares, while some retain only minority shares.

Then there's brilliance auto, who's almost completely sold their production operations to BMW, and only retain some peripheral companies

And then there's BYD, who I think is majority owned by american shareholders
 
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