New Energy Vehicles (NEVs) in China

NiuBiDaRen

NiuBiDaRen

Brigadier
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tphuang said:
Toyota will get bailed out. No chance Japanese gov't allow Toyota fail. 0%

Honda, Nissan, Subaru and Suzuki on the other hand, no way they can bail out everyone.

Song+ DM-i and maybe Qin+ DM-i will be BYD's main ICE replacement exports.

Meanwhile in Japan,
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4 BYD buses to be used in BRT Hikoboshi Line.

In China, BYD leadership has met with the provincial heads (or pretty high up) of Hunan, Henan and Shaanxi on 3 consecutive days. (28th to 30th). This shows they importance of BYD to these provinces. BYD is bringing a lot of construction and quality manufacturing jobs to these provinces and becoming pillar industry in them. You don't get provincial gov't talking to you at this level unless you are negotiating massive expansion. Chinese social media commented that many of these provinces relied on real estate boom for job/growth in recent years. Now, BYD is bringing real industries to replace crashing real estate market.

Keep in mind, the development of auto industry also leads to great demand for batteries, manufacturing equipments, construction, different chips, different sensors (lidar, MMW radar, ultrasonic radar and such). That's the second order affect of having large domestic auto industry. Since the talk has been about China fully controlling the chip production process of 90 to 14 nm. This is where such technological progress really matters.
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Where do you get your BYD news from and how do I become as enlightened as you?

I wish to become the greatest BYD fanboy alive.
 
supercat

supercat

Major
dengyeye said:
I think in the long term, BYD will end up buying Toyota's automobile division.
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Talking about Toyota:

NETA S looks good:
https://twitter.com/i/web/status/1553725204840456193

https://twitter.com/i/web/status/1553725823886233606

Nio's new factory looks spectacular:
https://twitter.com/i/web/status/1553733427035250688


Ganfeng Lithium's solid-state battery plant is not the largest in China. WeLion's is.

Ganfeng Lithium plans to build China's largest solid-state battery production base​

Ganfeng's Chongqing-based project will have 10 GWh of battery capacity and 10 GWh of pack capacity when completed.
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WeLion, NIO's rumored solid-state battery supplier, starts construction of 100 GWh project​

The first phase of the project is designed to have an annual capacity of 20 GWh of hybrid solid-liquid electrolyte cells and all-solid-state batteries and will go into production this year, according to WeLion.
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BYD's LNG duel-fuel car carrier ships will be built in China.
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tphuang

tphuang

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These are the July NEV estimates from a well known auto blogger in China.

https://twitter.com/i/web/status/1553908386575810560

BYD at 149k for just domestic and probably close to 155k when including exports and non-PVs.

VW is not doing well.

Tesla numbers are low due to July shutdown of Shanghai Giga and probably more exports.

XPeng and NIO numbers are not great.
 
tphuang

tphuang

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Alright, BYD to Germany and Sweden is now confirmed. This is from BYD Europe Twitter
https://twitter.com/i/web/status/1554059393154617349

They will be working with Hedin mobility group in the 2 countries. The first BYD stores will open in this 2 countries by October and deliveries will start in Q4.
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So now, Germany, Sweden and Netherlands have been announced. I'm assuming France, Italy and Spain will be the remaining ones. Keep in mind that there is a 10% tariff on EV imports into Europe. So, I wonder if they will try to build a PV factory there at some point.

delivery news for July
Neta with 14,037
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Li Auto with 10,422
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XPeng with 11,524
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NIO with 10,052
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Leap motor 12,044

GAC NEVs 25,033

Seres 7,807 (Huawei)

SAIC VW ID Series 10,086

Neta 14,037

So, mostly down from highs on June. July was a little rough on demand.
 
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