New Energy Vehicles (NEVs) in China

taxiya said:

在长兴交通执法艇护送下，“东兴100”新能源运输船舶日前在长湖申西延航道梅湖线和平航段顺利入水。据悉，这是全省内河首艘新建成的新能源货船，标志着我市开启了新能源动力运输船时代。
　　据了解，这艘新能源货船预计本月底开始试运行，从华能长兴电厂到苏州太仓装运电煤，航行里程200公里。该船设计载重量1600吨，配备两套磷酸铁锂电池（320块电池组成）为船舶动力，船舶航速不小于10公里/小时，续航力不小于270公里。
　　“当前，油价持续上涨，运输成本增加，货运收入利润大幅缩水，这无疑给零排放、无污染、低成本运输的新能源货船提供机遇、创造条件。”湖州港口船业有限公司高级工程师陶辉说，这艘新能源货船一次充满电需6小时、3400度，可满载跑300公里、空载跑500公里，往返电费需3000元左右，与同吨位传统运输货船相比，可减少四分之三的运输成本，投运后预计该船每年可减少燃油消耗约7万升，减少二氧化碳排放约184吨。

Full load range is 300km. Empty range is 500km. Charging time 6 hours.

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That is really great. Basically, They can build a whole bunch of ships this for freight and cruise up and down the Yangtze River. I'd be curious of how much space it would take for a 3.4 MWh battery pack. One could see how having something like this on a ship or submarine with electric drive could allow them to cruise at like 8 to 10 knots and be really quiet.


Giga Shanghai has now produced 1 million cars

Some details of BYD plans leaked
This shows 2nd generation blade battery coming later this year with 180 kWh/kg density on pack level (compared to 140 for first generation)

Second generation Han with E 3.0 platform is coming out in 2023. Han DM-p is coming out later this year.

There will be a E 4.0 platform and looks like the high end brand will be the first to use it. There is an off roader G class rival and a MPV. This will come out in 2023.

Topazchen said:

Their 80s and 90s consumer electronics industry was very innovative and dominant world wide

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so... Cold War era?

tphuang said:

The story of 2 tales since 2000. Auto exports from Japan vs China.
2000 - 4.72 million vs 17k
2010 - 4.83 million vs 540k
2015 - 4.42 million vs 750k
2021 - 3.82 million vs 2.01 million
first 6 months of 2022 - 1.73 million vs 1.33 million
Now, keep in mind this is anything produced in Japan vs China. So, Chinese total does include Tesla or other foreign JV produced in China and sold abroad. Similarly, Toyota also produces a lot of its cars outside of Japan. The trend is undeniable. China will soon become the largest car exporter in the world.

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Japan exporting more SUV and Vans much less cars. that more Korean.

there is another down side of Tesla EV even rear ended EV can be totalled.

tphuang said:

That is really great. Basically, They can build a whole bunch of ships this for freight and cruise up and down the Yangtze River. I'd be curious of how much space it would take for a 3.4 MWh battery pack. One could see how having something like this on a ship or submarine with electric drive could allow them to cruise at like 8 to 10 knots and be really quiet.


Giga Shanghai has now produced 1 million cars

https://twitter.com/i/web/status/1558867758368133122

Some details of BYD plans leaked

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This shows 2nd generation blade battery coming later this year with 180 kWh/kg density on pack level (compared to 140 for first generation)

Second generation Han with E 3.0 platform is coming out in 2023. Han DM-p is coming out later this year.

There will be a E 4.0 platform and looks like the high end brand will be the first to use it. There is an off roader G class rival and a MPV. This will come out in 2023.

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This report says that the LFP is made by this company . Not BYD or CALT.

It seems that energy density by volume is very difficult to find.

taxiya said:

This report

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says that the LFP is made by this company

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. Not BYD or CALT.

It seems that energy density by volume is very difficult to find.

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Thanks a lot. So using google, that company is Eve battery in English. And they are a top 10 player in China. They seem to be more involved with battery storage projects than EV installations.
Looks like Eve battery has density of > 120 wh/kg at pack level (if i'm reading that correctly), which is not too great.

On Dongxin-100 itself, it is quite impressive. 300 km range from 4 to 5 hours of charging. The market is huge. Said to be over 60k in boat just on Yangtze river. I anticipate there to be a lot of movement in this front in the future.

max speed 16 km/h -> 8.5 knots.

Li Auto is coming out with a 3rd model soon, L8

I think also what's important is the leaders are Chinese, not imported talent.

You want to avoid a situation like Singapore where like 90% of the executives are foreigners, are the locals are glorified wage slaves/indentured servants to the foreigners. Bad!

Singapore is running plantation-style economics.

NiuBiDaRen said:

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I think also what's important is the leaders are Chinese, not imported talent.

You want to avoid a situation like Singapore where like 90% of the executives are foreigners, are the locals are glorified wage slaves/indentured servants to the foreigners. Bad!

Singapore is running plantation-style economics.

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I thought that was every sinkie's wet dream? To wageslave in a cubicle for their ango masters?

NiuBiDaRen said:

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I think also what's important is the leaders are Chinese, not imported talent.

You want to avoid a situation like Singapore where like 90% of the executives are foreigners, are the locals are glorified wage slaves/indentured servants to the foreigners. Bad!

Singapore is running plantation-style economics.

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Keep in mind that Singapore is a very small country with limited local talent pool. It's actually really hard for Western companies to find enough qualified local employees. And the employment crunch only got worse recently when a lot of companies moved their APAC HQ from HK to Singapore. All of this really supports the local economy. That's quite different than China, where there is a huge talent pool and a lot of college grads every year.

Anyways, this came out today.
Pretty big deal to be building new 30 GWh plant in Yichun, Jiangxi of all places. Another example of BYD building plants in 2nd/3rd tier cities. They used this plant to acquire rights to 100k ton of lithium carbonate every year. Pretty good stuff.

Alright, BYD tweet on launching Atto 3 in Cambodia.

BYD looks to be launching Atto 3 in Laos soon.

Just a couple of more ASEAN countries to go.

tphuang said:

BYD looks to be launching Atto 3 in Laos soon.

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Is the consumer market in Laos big enough for this?

tphuang said:

Keep in mind that Singapore is a very small country with limited local talent pool. It's actually really hard for Western companies to find enough qualified local employees. And the employment crunch only got worse recently when a lot of companies moved their APAC HQ from HK to Singapore. All of this really supports the local economy.

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I think also it's because a lot of Singaporeans only have the intelligence to become baristas or clerks.

@SteelBird