New Energy Vehicles (NEVs) in China

tphuang said:

They are doing latter with now basically 1-week wait time for every model.

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Meanwhile, the wait time for some Nio models is getting longer before Nio can ramp up production.

NIO starts showing vehicle wait times with ET5 at up to 23 weeks​

Consumers ordering the ET5 now have to wait about 5-6 months, for the ES7 it's 13-15 weeks and for the ET7 it's 11-13 weeks.

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So there is this frenzy about Nio ET5 in China right now, as the Electric Viking commented a few days ago.


SAIC-GM-Wuling will release a mini-SUV:

BYD sales in China, I think it's in the realm of possibility that BYD's sales of pure electric vehicles worldwide may overtake Tesla's next year.

escobar said:

Opel? lol

https://twitter.com/i/web/status/1570768076525682694

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Oh man, maybe Stellantis finally wisened up a bit this time. I mean, what was their logic? When none of your current brands is remotely successful in the Chinese market, the solution is to introduce more brands?

AndrewS said:

I don't get this statement.

Smaller car engines do generally reduce fuel consumption and increase efficiency.
Isn't long-term Chinese policy to reduce oil imports and reduce pollution?

And if Chinese carmakers had put in more effort into large petrol engines, wouldn't that come at the expense of electric vehicle powertrains?

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Who gives a toss @henrik libertarian nonsense. Sometimes I want to bang my head against the wall when I read statements like his when the facts, data flies against the very b.s. that he spews about government initiatives that are actually bearing fruit. I don't know what planet is that dude living at because it sure isn't planet reality.

tphuang said:

As I've been saying for a while, the higher production rate at Tesla mean wait time/price will drop. They can either export more or they can try to sell more in China.

They are doing latter with now basically 1-week wait time for every model. The insurance subsidies they are offering is a sign that Tesla is charging too much.

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With European energy crisis, I'm sure the cost of building cars in Germany are pretty high right now and that probably means Tesla will continue to export to Europe from China.

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The pattern is that Tesla Shanghai exports more in the 1st half of every quarter and then shifts to domestic Chinese deliveries.

That makes sense if you want to maximise revenue recognition within each reporting quarter, because it takes 4 weeks to ship from China to Europe.

But I think we're now at the point where Tesla don't need to worry as much about reporting maximum quarterly revenue and it makes sense to ship to Europe steadily throughout each quarter to reduce wait times. I'm looking at the wait times and they are still up to 6 months in Europe.

GodRektsNoobs said:

Oh man, maybe Stellantis finally wisened up a bit this time. I mean, what was their logic? When none of your current brands is remotely successful in the Chinese market, the solution is to introduce more brands?

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The thing is , Stellantis is basically a legion of losers(for Chinese market), they should literally quit Chinese market for their own good, all they can offer is French cars which are made only for the French and aliens, low end Italian cars which has no place in Chinese budget car market, so called luxury cars with terrible quality control ,and the worst American cars Americans could ever produce
As for OPEL, I’m surprised that the brand still exists ,last time I saw one Nokia was still a thing

Philister said:

The thing is , Stellantis is basically a legion of losers(for Chinese market), they should literally quit Chinese market for their own good, all they can offer is French cars which are made only for the French and aliens, low end Italian cars which has no place in Chinese budget car market, so called luxury cars with terrible quality control ,and the worst American cars Americans could ever produce
As for OPEL, I’m surprised that the brand still exists ,last time I saw one Nokia was still a thing

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Stellantis is litually the combination of several loser companies.

GodRektsNoobs said:

Well, 马斯克 and 马克思 are eerily similar, sooooo...

@henrik currently Chinese small displacement ICE engines are actually fairly competent, espcially in terms of efficiency. The only issue is that Chinese companies lack experience and incentive to build large displacement gasoline engines. A big part of this is due to government policy regarding emissions. Hence this results in a chicken and egg dilemma: companies have no incentive due to emission tax, thus no experience in building good V8s, which leads to no motivation. If I remember correctly, only GMW and Hongqi currently have V6.

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Most chinese car companies have decent small engines of their own, though with slightly worse fuel consumption than foreign competitors. The problem is that the domestic brands which use domestic engines are all small and uncompetitive. In automotive scale is important. That's why European car companies all share the same platform and engines across several large brands.

Meanwhile in China you have examples like Dongfeng developing a whole new line of decent 1.0, 1.3, 1.5 engines but barely sell a few thousand units a month. Even the "larger ones" like GAC and SAIC are relatively tiny compared to global competitors

tphuang said:

As I've been saying for a while, the higher production rate at Tesla mean wait time/price will drop. They can either export more or they can try to sell more in China.

They are doing latter with now basically 1-week wait time for every model. The insurance subsidies they are offering is a sign that Tesla is charging too much.

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With European energy crisis, I'm sure the cost of building cars in Germany are pretty high right now and that probably means Tesla will continue to export to Europe from China.

Click to expand...

Any price cuts from tesla would mean lower profit margins, and therefore lower stock price. When that happens fanboy investors will be selling tesla shares like crazy, since it is way overvalued.

Since the Chinese cost structure is profitable, they will probably build more plants in China. Other plants in India or Canada will be on hold. The Berlin plant will cut production to reduce losses.

How can most of members forget about Weichai power and FAW group in diesel engines. leading players globally. seems like we are still in 2010's when it comes to engine development/progress in mainland.

in 2020, Weichai power stunned all legacy diesel engine makers to design 'The world's first commercial diesel engine with a thermal efficiency of 51.09 percent'

Tan Xuguang, chairman of Weichai Group, noted that the improvement of the thermal efficiency is a common pursuit of the global industry since the birth of the diesel engine 125 years ago, and is a symbol of the comprehensive strength of a country's diesel engine technology.


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Weichai power manufacturer every type of heavy diesel engines for various transport vehicles include heavy machinery and company product can compete with any foreign made engine in quality and efficiency. as per their own statement.



FAW Group manufacturer V-8 , V12 combustion engines with world class production facility and quality is reaching parity with global players.

ansy1968​