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
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
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
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.
(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
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