This is somewhat surprising. BYD apparently leads the BEV new registration by far in Singapore for July. I’m not sure if this is Atto 3 or mostly the E6 cabs that they are selling in Singapore. Could well be the latter.
More on this battery/lithium project in Yichun
28.5 billion RMB investment. Yichun accounted for 28% of China’s total output last year. CATL/Gotion already got exploration rights so far this year. BYD’s investment is so much larger. And the decision to open up a battery factory there has doubts helped them lock up the larger promised output.
BYD leads in LFP NEV battery installations for July.
It’s interesting that China exported almost 2 GWh in battery in July. BYD leads here, which indicates to me that most of these exports are for energy storage rather than on NEVs
Looks like BYD is pattering up with another company for L2 driving. So far, they are already getting chips with Horizon Robotics and Nvidia while also cooperating software wise with Baidu, Momenta and Xiaomi
Some export numbers in the first half.
Chile - 111,528
Mexico - 93,824
Saudi Arabia - 91,452
Belgium - 77,191
Russia - 58,254