New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
Hendrik_2000
Lieutenant General
I never thought I see the day when China export more car than Japan. But it happened now ! unbelievable but true. Automobile industry is the pillar industry of western nation supporting many ancillary industries like steel, glass, oil, plastic, machinery and service industry like auto repair, auto shop etc. With the coming revolution in BEV(Battery electric vehicle) which will be cheaper, less maintenance(less parts), no need for oil and gas. It will destroy the foundation of the prosperity of many western countries! Even now you can buy EV for les than $10,000. All it need is opening and they might have one with ever increasing gasoline price due to sanction, Chinese EV maker might have their once in hundred year opportunity to crack the western market. Just like the Japanese did after oil embargo of 1978. I witness the day of long gas line and lemon American car that change little other than chrome grille and leather interior. But gas guzzler and here come the nifty and thrifty sardine box made in Japan.
Western power didn't think strategically other than satisfying their hubris with all the sanction that they levy on Russia They in advertently destroying the foundation of their prosperity and provide opening for China to dominate one of the few pillar industry that they still have! that is what you got if you have more lawyer type running the country! They put lofty abstract ideal above practicality!
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if you want to read about "muh china stole tesla super tech sauce" ad nauseam.
I always love that "Warren Buffet-backed" tag when describing BYD by much of western press.
"Look ma, China is winning, but so is one of our capitalists"
Makes the copium goes down more smoothly.
No, it's more like: "Chinaman couldn't have done this without white dude."
You don't understand how racist and condescending most Westerners are towards Chinese innovation.
I'm actually not too comfortable with the idea of China just outright crushing German automakers. That will create a lot of anger toward Chinese automakers in Europe. We will see. I do think that Japanese automakers are in huge trouble. Toyota losing in international countries is a real concern for them.
Anyhow, more on BYD entering Netherlands.
Tang will be drivable in Netherlands by end of the year.
They are opening up physical stores there in September, starting with Amsterdam
Wang Chuanfu visiting Hefei 4S dealerships. Qin+ DM-i started production recently.
BYD selling more than Tesla is making news now in Western media. I think they are going to be shocked at how much BYD is going to sell in H2 of this year. I'm anticipating 1 to 1.2 million sales in the second half.
Anyhow, more on BYD entering Netherlands.
Tang will be drivable in Netherlands by end of the year.
They are opening up physical stores there in September, starting with Amsterdam
Wang Chuanfu visiting Hefei 4S dealerships. Qin+ DM-i started production recently.
BYD selling more than Tesla is making news now in Western media. I think they are going to be shocked at how much BYD is going to sell in H2 of this year. I'm anticipating 1 to 1.2 million sales in the second half.
Aren't VW and other German automakers in EV?
Should survive, although scale might get reduced.
Japan on the other hand, uhhh... Is gonna have an incredibly hard time.
escobar
Brigadier
I think the VW tweet posted by escobar is pretty good. VW takes EV very seriously, because Europe takes it very seriously. Even so, they have problems ramping up production. In the Chinese market, they are having trouble selling the ID series cars without deep discounting. Long term, the best case scenario is for VW to maintain a smaller share of the Chinese market while being supplied by Chinese batteries and such. They understand that they need to move faster in the Chinese market and invest in product development to succeed in the Chinese market. That's smart. I think they will survive but might need to get bailed out by German gov't. Benz and BMW's future will depend on how well they can transition to EVs. They are going to get killed by the onslaught of new higher end EVs in China.
As for Japan, I think Toyota will get rescued, but everyone else is doomed.
More on BYD/Hefei. The first phase just started production on June 30th
The BYD speed is incredible. Only 2 month from start of negotiation until start of plant construction. Since it only took 10 months to finish construction and start production. That means, just 1 year from start of negotiation until start of production.
Now, we hear that phase 2 and 3 have been signed. Phase 2 was signed in May and will start production in March. In total, all 3 phases are expected to produce 1.32 million cars a year. It's the largest plant location they've signed thus far.
Unfortunately, Xi'an is entering lockdown now. That might affect BYD's Xi'an production.