New Energy Vehicles (NEVs) in China

henrik

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Shenzehn/HK/Macau autoshow is going on right now to my great surprise. All the major Chinese automakers brought most of their cars along.

NIO is showing off ES6/7/8 and ET5/7, EP9. These new models look fantastic. And the 150 kwh battery pack on ET7 is quite other worldly. There is of course the news of them opening up a plant here in America. Electric viking covers it here
insideevs covered it too and they are obviously huge for Western EV lovers
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Keep in mind NIO already has a R&D center in San Jose. I wonder if that will be play here. Even though Cali has really high costs, maybe building a factory in Cali will remove some of the stigma attached to Chinese automakers. Cali is the largest EV market in US by a long shot and they are not particularly attached to US brands. BYD also has their factory in Cali. When it comes to selecting factory locations in America, politics is just as important as labor cost.

Electric Viking also covered the progress of Gotion high-tech
As discussed, semi solid state batteries could have major energy density advantage over what we have right now. The fact that BYD hasn't gone to production with its solid state technology yet tells me it's probably not as ready as some of these up & coming battery makers are touting it. We will see. It's possible that BYD will suddenly tell the world that its own solid state batteries is ready when launching its premium brand. There is rumor of BYD reaching 180 wh/kg in pack level for its next gen LFP battery, but it's not on Seal just yet.

Fighting words between Huawei against incumbent EVs regarding its AITO M7 SUV at the Shenzhen autoshow
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Looks like a nice car, but there are so many makers now trying get to EV space with good looking cars and not a lot of car manufacturing experience.

Another one is Baidu's Jidu, which is a partnership with Geely
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I get Geely trying to get involved with everyone so that it doesn't get crushed by the oncoming BYD training, but this is quite adventurous of Baidu trying to get in the crowded space that will be dominated by BYD with a lot of other competition.

One more on export to ASEAN market. As we know, BYD is building a plant for Dolphin in Thailand.
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(just 88k RMB after rebate is pretty good for something BYD exports).
What I didn't get before is that GWM already has its own plant in Thailand and did very well with its release of Ora Good cat with 10k orders in a week
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With that much demand, Dolphin should be able to do well once it builds a local plant and really start advertising.

Ora Good Cat is also getting into Malaysia
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How do Chinese car makers come with these brand names and models for their products in general, not just for EVs? It seems like their marketing departments need to come with better strategies for more effective marketing.
 

Chish

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Funny you say this, GM recently closed their factory and Great Wall is trying very hard to buy it.
Chinese companies are still very much willing to take the risk in India.

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AndrewS is referring to Chinese and foreign owned business in India. Especially the Chinese who get special undue treatments from Indian government.
 

Blitzo

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BYD Han is cool: excellent acceleration AND quietness, front and rear heated and cooled seats, sunroof that opens all the way back, huge screen and you can do zoom meeting on it. It's so good, it makes the commentator giggling.

They should really export the BYD Han EV worldwide as a priority.
Perhaps rework the interior a bit, and integrate some of the newest BYD battery technologies into newer models, and it would make for a fairly attractive high end sedan, as well as having a station wagon.

I know I would definitely buy one if it's offered -- its external design is probably the best out of any BYD car, and I personally even prefer it to the Seal.
 

tphuang

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Somehow I feel that within next few years, China's EV industry will be labelled as 'national security threat' and cut off like Huawei
Keep in mind that there is a 27.5% tariff on imported cars from China already, which is one of the reason Chinese automakers have not entered US market on the passenger side. Of course, BYD has a lot of success in its non-passenger vehicle segement with its Lancaster plant. If you listen to Americans talk, they are happy as long as the vehicles are produced in America.
Tesla Shanghai cars are 95% localized. And Tesla is exporting them from China to a lot of countries. Aside from the profits that Tesla is making, I think people in Shanghai are very happy that an American automaker is doing 95% of its work in China and exporting it abroad. Chinese automakers and CATL will have to build factories in America and American politicians will gladly welcome them in. Given the losses that California has been taken, I'm pretty sure Newsome and his buddies would be very happy if BYD expands its unionized factory in California and sell to the Californian market.

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As mentioned above, Tesla is finally fully ramping up. As much as I'm a BYD supporter, this is good news for Chinese industry.. A lot of Chinese Tesla suppliers need this.

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If you want to know the damage that the lockdowns have had. Shanghai is taking a radically different direction these past couple of days. Major stimulus everywhere and by Shanghai gov't. Even NIO/Tesla show rooms are opening.

From several photos I've seen on Chinese social media, BYD Seal and NIO ET5 are the stars of the Shenzhen auto show. Just look at these photos comparing BYD/NIO booth to Buick, Honda and Toyota. First one is BYD and the second one is NIO. The ET5 looks great. Going to be a major competitor to Seal, but I think Seal will take the crown. The online photos I've seen off Seal is unbelievable. Just crowds all around it.

So, the Japanese automakers are screwed. What about the Germans?
Mercedes Benz only focusing on the premium models. That's going to leave 99% of the market to other automakers
what about VW? Even aside from China, the ID series is just not selling
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tphuang

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Back to BYD. Seal is entering Australia in Q2 2023 as Atto 4. Keep in mind Atto 3 is Yuan Plus and Atto2 is Dolphin. I'd much rather they just keep Seal as the name
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You just watch the crowd around the Seal. Unreal. Model 3 has a serious challenger at hand
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Denza D9 is doing a lot better than I expected. Now up to over 20k orders and projected to add another 10k by end of June. Can't wait to hear the pre-sale figures on Seal. Delivery should start in August and production out of Changsha.. The BEV version will have 103 kwh battery with 6.8s 0 to 100 time.
 

AndrewS

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If you want to know the damage that the lockdowns have had. Shanghai is taking a radically different direction these past couple of days. Major stimulus everywhere and by Shanghai gov't. Even NIO/Tesla show rooms are opening.

Well, if you're going to pump in stimulus money, electric vehicles is one of the areas where you want money to go.
Although I'm not sure how effective that can be if there is already a large waiting list for a new electric car.
 

tphuang

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Now, Cnevpost caught on to the pictures online of people just surrounding BYD Seal. This sedan is just going to sell like hot cakes. Maybe they will be able to get to a steady state of 20k orders a month.

New Toyota BZ Corolla spotted in China. As we know, this is basically BYD building a low cost sedan for Toyota. I don't quite understand why the Toyota execs think that Chinese people will buy Sedans that BYD builds for Toyota over sedans they build for themselves? Toyota is screwed in China. If they are smart enough, they should just start selling this in their home market.
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By all indication, they will have a SUV next year in the premium brand. There will be a new ePlatform developed that's even more efficient than the e3.0 they have for the Seal/Dolphin. They are also going to get IGBT 6.0 chips (90 nm) ready for that launch and have started work on IGBT 7.0 chips
 
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