New Energy Vehicles (NEVs) in China

AndrewS

Brigadier
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The market they are going after are the people in 25 to 45 age group with either 2 or 3 kids or for 3 generation family.. So, this going after the high earning families in China. The 300 to 600k market in China is a rapidly expanding market. I saw 24% growth YoY for the past few years. In the past year, SUVs take up 90% of the market and Sedans take up 9%. There were only about 300 MPVs sold.

I don't think there are appreciable numbers of families with 3 kids.
 

4Runner

Junior Member
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Weekend funny stories continued ......

(1) Wheels coming off Tesla’s China drive
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(2) TESLA’S CHINA GAME
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Here is the kicker: (1) and (2) are the same article. (2) is the original source.

If you just browse headlines like I usually do on a Saturday morning, you would have thought Tesla was in trouble in China. But if you read between lines in the context of recent US stock market turmoil and Shanghai lockdown, Teslas's business in China is not bad at all.

Here is the quiz for IQ: why did (1) post that headline over the original article?
 

tphuang

Lieutenant General
Staff member
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About the Russian article, that's why I said it's important for China to work with these ASEAN countries to create charging stations with the Chinese standard chargers. Get as many countries with your charging standard as possible. How can that be a bad thing.

Right now, it's probably a scary market for Chinese automakers to make big plays, when they have EU markets in their sights. But when the Ukraine conflict is on pause, I can see Chinese automakers making a big play there. Especially Chery and Geely who already have big presence there. But I see this more as a 2023/2024 type of events. Chinese EV automakers are having trouble producing enough for the domestic market right now.

More smart EVs coming in the market. Not sure on Jidu, but the other two are in the 300k to 600k market. This is Chinese automakers finally taking a crack against the Germans. Of course, Denza will be a large part of this. The 175 to 300k market is way too competitive right now in China.

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L9 already has quite a few orders and it looks like a really nice car.

I was ready on Chinese social media and they were saying that the hardest part about ordering a flagship BYD car (like Han) is to convince the wife to give up the BMW 3 series. That's the problem facing domestic automaker still. They are not considered as good as German cars by many people even though they are fantastic cars.

Also, I read that a lot of people are dropping their Tesla pre-order for BYD ones because they delivery wait time for Tesla Model 3 could be 5 or 6 months long. Being able to raise production level is really important.
 

coolgod

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The Ministry of Industry and Trade obliged to provide support for the Chinese GB / T charging standard in Russian charging stations for electric vehicles.


The Ministry of Industry and Trade has changed the requirements for completing fast charging stations for electric vehicles. Now the station must necessarily have only the Chinese GB / T charging standard, and the European CCS and Japanese CHAdeMO are optional. However, all Chinese cars in the Russian Federation have European connectors, market participants say. They believe that due to the closure of exports from the EU, the ministry hopes for the localization of Chinese cars and Asian imports.

The Ministry of Industry and Trade approved the characteristics of subsidized charging stations for electric vehicles (ECS), follows from the order of the ministry, published on pravo.gov.ru.

The station must have three connectors and be equipped with at least one Chinese standard GB / T connector, which was not in the February draft order.

The manufacturer can also choose to install either one CCS2 or one CHAdeMO connector. The CCS2 standard is used in European cars, and the Japanese CHAdeMO is used in the Nissan Leaf electric car.

In 2021, 545 filling stations operated in the Russian Federation. Subsidizing program in the amount of 8.1 billion rubles. will operate in 2022-2024. With this money, it is planned to install 2.9 thousand fast chargers. The maximum subsidy is 60% of the cost of the plant, but not more than 1.86 million rubles. Subsidy for technical connection of EZS to power grids - 30%, but up to 900 thousand rubles.

The economic parameters of future charging stations remain the same, they say in the Ministry of Energy. The ministry forwarded questions about the technical characteristics to the Ministry of Industry and Trade, but they did not explain to Kommersant the changes, saying that "the technical characteristics were approved for the first time, so the previous parameters are not available."

The minimal layout of the connectors looks strange, says IT Charge CEO Dmitry Matvievsky. “The manufacturer is required to install at least one GB / T connector, although there are very few such machines in the Russian Federation, but at the same time they leave the choice between CCS and CHAdeMO,” he says. 50 kW to save."

Dmitry Babansky from SBS Consulting adds that Chinese electric vehicles were delivered to Russia or were planned to be delivered from the European CCS/Type2. The only Chinese JAC iEV7 electric car officially presented in the Russian Federation comes with the CCS standard, confirmed to Kommersant in Rusgidrowise (JV Sollers Group and RusHydro structures of Hydroinvest JSC), which develops electric carsharing in the Far East with this car.

The Chinese GB/T standard is essentially replacing the CHAdeMO and CCS2 connectors, says Andrey Gurlenov, CEO of Sitronics Electro.

CHAdeMO is losing popularity, and the European CCS2 will lose ground due to the EU's refusal to export. It is China that is the leader in the number of electric vehicles produced, therefore, he believes, in a couple of years up to 70% of electric vehicles in the Russian Federation will be with a Chinese charging port. He expects that Russian-made electric vehicles will also be with a Chinese port. A preliminary request for proposals conducted by the Sitronics Group showed that such a station would cost from 3.3 million to 4 million rubles. in view of VAT.

Chery, which only planned to present electric vehicles in the Russian Federation, notes that the process of adaptation and certification of cars with the CCS standard has been launched for Russia. However, against the backdrop of government plans to install charging stations with mandatory GB / T, the company said there may reconsider its plans and return to it for this market as well.

Ilya Rashkin, the founder and CEO of Electric Vehicles Manufacturing Rus (produces an electric truck based on the UAZ Profi chassis), says that EVM PRO has two ports - GB / T and CHAdeMO, "so that the car is optimally versatile." “The CHAdeMO port is important for being able to charge at citywide charging stations, and GB/T is important, firstly, for our charging station that comes with the EVM PRO,” he explains. “Secondly, in the future, most of the stations that will be installed in Russia, will also be equipped with GB/T connectors.”

In the GAZ group, which has an electric Gazelle e-NN, they told Kommersant that “more powerful” charges will be needed in the future: “The combination of fast charges (90 kW), ultra-fast (200 kW ) and inexpensive night charging, for which there is enough power and less than 90 kW. “However, it is important for us that there is a CCS standard, it is suitable for e-NN, and this is, in principle, the most universal standard,” GAZ concluded.
Does anyone have more news or articles about the change / adoption of different charging standards worldwide? I think this is an important race, since China is dominating in EVs now, can they promote more GB/T standard worldwide or is GB/T still only available in China?
 

AndrewS

Brigadier
Registered Member
Does anyone have more news or articles about the change / adoption of different charging standards worldwide? I think this is an important race, since China is dominating in EVs now, can they promote more GB/T standard worldwide or is GB/T still only available in China?

I don't think the actual charging plug matters too much. It's similar to how electrical devices have different plugs in different countries.
 

coolgod

Colonel
Registered Member
I don't think the actual charging plug matters too much. It's similar to how electrical devices have different plugs in different countries.
Different charging standards affect more than just the plug. Plugshape can be changed with adaptor, but charging standards include charger to EV communications, how fast, what modes of charging. It also affects the charging station equipment and many other things, it is way more important than you think.
Rules and standards matter a lot in every industry, China must capitalize on its lead in everything EV and take control of the dominant standards.
 

AndrewS

Brigadier
Registered Member
Different charging standards affect more than just the plug. Plugshape can be changed with adaptor, but charging standards include charger to EV communications, how fast, what modes of charging. It also affects the charging station equipment and many other things, it is way more important than you think.
Rules and standards matter a lot in every industry, China must capitalize on its lead in everything EV and take control of the dominant standards.

I don't see the items you listed as critical to efforts to export or produce electric vehicles. Everyone else will be subject to the same standards, unless of course you build out your own charging network so that it's better than anyone elses (eg like what Tesla has done in many countries)

It would be nice if GBT was used widely, but it's not a big issue to use another standard like CCS or Chademo for export cars. At least you can piggyback on the existing charging networks because the charging port competition is between Tesla vs CCS (US/Europe) and Tesla vs Chademo (Japan).
 
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