New Energy Vehicles (NEVs) in China
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China has finally turned the corner and arrived at the cutting edge of automobile technologies. Several Chinese companies are now offering the CTP technology.
CATL will supply CTP battery technologies to Thailand, ASEAN, and globally to other EV makers, even Foxconn potentially in the future.
CATL will supply CTP battery technologies to Thailand, ASEAN, and globally to other EV makers, even Foxconn potentially in the future.
Apparently the Leapmotor sedan is being mocked on chinese social media because people feel Leapmotor is a budget econobox brand
Shanghai is finally starting to open up again on Monday. That should help the EV industry.
Byd might be the first to achieve cell to structure on byd seal. It already achieves 150 wh/kg at pack level. Saving additional weight with ctb will effectively achieve even higher energy density.
BYD Seal will open for pre-sale on May 20 . It will officially go on sale in June. It will be produced in Changzhou and possibly Xi'an down the line.
Looks like BYD Atto 3 (Yuan+) is doing well in Australia.
at least 3600 orders for Atto 3 thus far. Remember, Atto 2 (dolphin) and 4 (seal) will also be coming. Australia is starved for good EVs.
Not easy to get people to buy without much brand recognition, but they are managing to do so.
EV still at its infancy in India (seems like). Only E6 is offered there. I expect this to be a slow export market for a while, but more charging station is good.
Not sure when they will enter the passenger market in Japan, but they are now at 70% market share in electric buses there
Ford says it is going with lfp on it's current generation EVs. That means either catl or byd. Previously, byd was contracted to build lithium ternary batteries for Ford. Which never made sense. Chinese social media speculates that byd will be supplying blade battery to ford for all it's evs, not just Chinese ones. In February, customer 1 visited byd battery factory in Xian, which is currently able to deliver 20 GWh of battery a year. This customer was expected to be Ford. Mustang Mach-E only sold 352 unit in January. Currently, BYD is the only battery source for Mach-E in China.
Byd might be the first to achieve cell to structure on byd seal. It already achieves 150 wh/kg at pack level. Saving additional weight with ctb will effectively achieve even higher energy density.
BYD Seal will open for pre-sale on May 20 . It will officially go on sale in June. It will be produced in Changzhou and possibly Xi'an down the line.
Looks like BYD Atto 3 (Yuan+) is doing well in Australia.
at least 3600 orders for Atto 3 thus far. Remember, Atto 2 (dolphin) and 4 (seal) will also be coming. Australia is starved for good EVs.
Not easy to get people to buy without much brand recognition, but they are managing to do so.
EV still at its infancy in India (seems like). Only E6 is offered there. I expect this to be a slow export market for a while, but more charging station is good.
Not sure when they will enter the passenger market in Japan, but they are now at 70% market share in electric buses there
Ford says it is going with lfp on it's current generation EVs. That means either catl or byd. Previously, byd was contracted to build lithium ternary batteries for Ford. Which never made sense. Chinese social media speculates that byd will be supplying blade battery to ford for all it's evs, not just Chinese ones. In February, customer 1 visited byd battery factory in Xian, which is currently able to deliver 20 GWh of battery a year. This customer was expected to be Ford. Mustang Mach-E only sold 352 unit in January. Currently, BYD is the only battery source for Mach-E in China.
Can they afford the Wuling Hongguan?
Extremely exciting times for Chinese EV market in the upcoming few months with the entry of 3 new sedan competitors: BYD seal, Changan C385 and Leapmotor C01.
Leapmotor starting at 180k rmb is great value (and technically has the best specs) but some don't trust the brand
Leapmotor starting at 180k rmb is great value (and technically has the best specs) but some don't trust the brand
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Not sure how accurate this is, but this site says leapmotor C01 sedan got 20k orders within 4 hours:
Seems like my fears about Leapmotor's brand was unwarranted
Also, Changan C385 (Shenlan SL03) rumoured to start at 152k for EREV version, 168k for BEV version, and will even have a hydrogen variant for 240k rmb.
BEV version almost 50k cheaper than BYD Seal for "basically" the same thing
Seems like my fears about Leapmotor's brand was unwarranted
Also, Changan C385 (Shenlan SL03) rumoured to start at 152k for EREV version, 168k for BEV version, and will even have a hydrogen variant for 240k rmb.
BEV version almost 50k cheaper than BYD Seal for "basically" the same thing
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