Another reason why I blocked this guy. Brother of Hendrik_2000...
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
NIU is very popular scooter over here in east coast big cities.
I'm not sure when the articles will start to come out, but there was an unveiling of BYD partnership with River earlier today. Here is the Facebook feed on this
This is from a few days ago in local Thai media
They are ready to invest 20 billion THB ($561 million) for a 100k plant that will also export to Europe and rest of ASEAN countries. 17.3 billion THB is for the factory itself and 2.3 billion THB is for sales and after-sale servicing.
The key model in Thailand is the Dolphin. At Bangkok motor show, BYD will be tied with GWM as having the largest show space at 1849 sqm.
From today?
31 service center by end of this year 60 to 70 by end of 2022. More than 1000 AC/DC charging stations by end of this year.
From Chinese social media.
BYD has dedicated RHD Atto 3 production line for Australia capable of producing 18000 EVs a year
BYD launched in Thailand today and Atto 3 will be promoted in September. The JV in Thailand will produce E3.0 platform, Dm-i/p motor and also supply UK and Australia market. So, Thailand will be their factory for RHD markets.
This is from a few days ago in local Thai media
They are ready to invest 20 billion THB ($561 million) for a 100k plant that will also export to Europe and rest of ASEAN countries. 17.3 billion THB is for the factory itself and 2.3 billion THB is for sales and after-sale servicing.
The key model in Thailand is the Dolphin. At Bangkok motor show, BYD will be tied with GWM as having the largest show space at 1849 sqm.
From today?
31 service center by end of this year 60 to 70 by end of 2022. More than 1000 AC/DC charging stations by end of this year.
From Chinese social media.
BYD has dedicated RHD Atto 3 production line for Australia capable of producing 18000 EVs a year
BYD launched in Thailand today and Atto 3 will be promoted in September. The JV in Thailand will produce E3.0 platform, Dm-i/p motor and also supply UK and Australia market. So, Thailand will be their factory for RHD markets.
This is good to see. Chinese ambassador in Indonesia tweeting Wuling Hanging mini EV that are locally assembled in Indonesia. Quite a lot of them in there.
This is great, Chinese suppliers may be behind Tesla's nickel deal with Indonesia. So, Tesla will continue to rely on Chinese supply chain. And Tesla will probably not build any factory in Indonesia.
After Tesla's Shanghai giga factory output got increased, the RWD delivery time decreased to 8 to 12 weeks (from 10 to 14). Again, my impression is that the demand for Tesla in China isn't as strong as it was a year ago. Not a good sign for Tesla.
Baidu's robotaxi continue to make more progress with regulators
Another thing to look at is Avatar 11. Very nice looking car. This is what you are afraid of if you are BYD. Existing Chinese automakers all move to using CATL batteries and Huawei drive train and possibly self driving technology. Now you are no longer competing against automakers, but against CATL and Huawei. That's a lot harder to win. As I've said before, Huawei is BYD's biggest future competitor.
There is always advantage for doing everything in house. You can integrate your products better. You can achieve significant cost savings. However, you are often not going to be using the best subcomponents. It takes tremendous zeal to be at the forefront of car design, car manufacture, battery technology, electric drive train, Dual motors and automated driving.
As if the space isn't crowded enough, now Haier wants to get in also
Denza X - believed to be inspiring the new SUVs that will come out of Denza. This was designed a couple of years ago, before Denza JV was re-oriented to be 90% BYD. In this case, BYD learnt a lot from Benz in designing a car. I would say that in a JV where both side learns, the Chinese side will win, since it moves faster coming out of that JV. With this JV and the German car designers they hired, BYD now is able to design very luxurious looking vehicles.
This is great, Chinese suppliers may be behind Tesla's nickel deal with Indonesia. So, Tesla will continue to rely on Chinese supply chain. And Tesla will probably not build any factory in Indonesia.
After Tesla's Shanghai giga factory output got increased, the RWD delivery time decreased to 8 to 12 weeks (from 10 to 14). Again, my impression is that the demand for Tesla in China isn't as strong as it was a year ago. Not a good sign for Tesla.
Baidu's robotaxi continue to make more progress with regulators
Another thing to look at is Avatar 11. Very nice looking car. This is what you are afraid of if you are BYD. Existing Chinese automakers all move to using CATL batteries and Huawei drive train and possibly self driving technology. Now you are no longer competing against automakers, but against CATL and Huawei. That's a lot harder to win. As I've said before, Huawei is BYD's biggest future competitor.
There is always advantage for doing everything in house. You can integrate your products better. You can achieve significant cost savings. However, you are often not going to be using the best subcomponents. It takes tremendous zeal to be at the forefront of car design, car manufacture, battery technology, electric drive train, Dual motors and automated driving.
As if the space isn't crowded enough, now Haier wants to get in also
Denza X - believed to be inspiring the new SUVs that will come out of Denza. This was designed a couple of years ago, before Denza JV was re-oriented to be 90% BYD. In this case, BYD learnt a lot from Benz in designing a car. I would say that in a JV where both side learns, the Chinese side will win, since it moves faster coming out of that JV. With this JV and the German car designers they hired, BYD now is able to design very luxurious looking vehicles.
Yeah, I would say that there are so many amazing looking cars coming out, some of the well known ones really have to step up their game.
XPeng is unveiling G9. This is their 4th model after G3i, P7 and P5. They are badly needing a game changer here to reverse their momentum. Remember how much great press Li Auto got with L9? Well, Xpeng needs an L9 type of blockbuster soon.
More on Wuling in Indonesia.. The new Air EV that they designed for international market is the one that's being produced in Indonesia. This will be featured prominently in the G20 meeting in Indonesia. As such, this is very important for the China/Indonesia relationship.
They've officially hit 1 million. Quite an amazing accomplishment
Geely doing well this month. More importantly, it's EV unit is gaining. I think Geely unfortunately missed out on the EV revolution. It's moved too slowly, but who knows.
The climate bill from America is trying so hard to decouple from China that it will likely have the effect of just slowing down US EV industry development. The American politicians just don't get it.
XPeng is unveiling G9. This is their 4th model after G3i, P7 and P5. They are badly needing a game changer here to reverse their momentum. Remember how much great press Li Auto got with L9? Well, Xpeng needs an L9 type of blockbuster soon.
More on Wuling in Indonesia.. The new Air EV that they designed for international market is the one that's being produced in Indonesia. This will be featured prominently in the G20 meeting in Indonesia. As such, this is very important for the China/Indonesia relationship.
They've officially hit 1 million. Quite an amazing accomplishment
Geely doing well this month. More importantly, it's EV unit is gaining. I think Geely unfortunately missed out on the EV revolution. It's moved too slowly, but who knows.
The climate bill from America is trying so hard to decouple from China that it will likely have the effect of just slowing down US EV industry development. The American politicians just don't get it.
Good. Bring it to Malaysia. I need an "buy vegetable" car.