New Energy Vehicles (NEVs) in China

@tphuang In Thailand people can get the ATTO 3 at 1.2m baht which roughly translated into 31,000 USD while in Cambodia we have to pay up to 41,800 USD to own the same car. It's really unfair! Add to the worst, we can only rely on home charger to run the vehicle!

I wish the EVs' LED screens could have been integrated flush into the dashboard. It would look neater and classier. The way they hang makes them look like after-market accessories.

BYD is really going after the little baby markets also.

Officially launching Atto 3 in Laos

This one is a lot of bigger. India
Here is where things are in India in terms of EVs. The market is growing, but mostly selling in the lower end segment with Tata. BYD has been steadily climbing with E6 sales. Atto 3 should really boost these numbers next year.

Deliveries to Australia is ramping up. Over 180 in September, but that's still less than what they delivered to New Zealand in August. There is a pretty long backlog here.

Interesting, they exported 6.8 GWh of batteries in September. That would be 1/3 of total production.
In the future, I don't really know how they would count these totals when Chinese battery makers are building them overseas.

Here is the Tesla breakdown for September. Again, most of the sales were for Chinese market, so that's why the wait time just collapsed. Expect a lot of export in October I think

They are really going hard with the Atto 3, which I think is a good strategy. You can't go wrong with such a conventional design and segment. But are they planning to ramp up Atto 3 production? It's a bad first impression if overseas customers have to wait months to get their car like in the mainland

sndef888 said:

They are really going hard with the Atto 3, which I think is a good strategy. You can't go wrong with such a conventional design and segment. But are they planning to ramp up Atto 3 production? It's a bad first impression if overseas customers have to wait months to get their car like in the mainland

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well, if you look at my post earlier, they are fully ramping up Yuan+ production in Hefei and Changzhou. By some point next year, Yuan+ monthly production will go over 50k a year.

They are actually going to introduce a couple of more mass market model to international market. Song+ DM-i will be a huge seller and same with the Dolphin.

Tesla customers wait months for their cars. Not anything different here with BYD.

China's retail NEV penetration rate was 31.8% in September. The sales of 55.2% of Chinese brands was NEV. SAIC exported more NEVs than both BYD and Tesla did in September.

Act of desperation?

supercat said:

SAIC exported more NEVs than both BYD and Tesla did in September.

Click to expand...

People sleeping on that MG Mulan.

It is reported that BYD will buy 8 RORO ships that each can carry as many as 7700 cars and will cost BYD 84 millions USD. The current market price in China for such ships is about 100 millions USD each.

BYD is not alone. Anji Logistics, a subsidiary of SAIC Motor, has placed order for 5 RORO ships earlier this year.


日前，比亚迪将打造自己的“舰队”的消息不胫而走。

消息称，比亚迪将订购最多8艘7700 CEU液化天然气双燃料汽车运输船（PCTC），以应对海外快速扩张带来的运输需求。

这笔订单的船舶价格已商定为每艘8400万美元，也有业内人士表示，目前中国市场上一艘类似船舶的报价，约为1亿美元。

随着汽车行业迎来电动化、智能化大潮，中国车企近期开始密集出海，运输需求旺盛而市场上的船舶运力有限，汽车滚装船航运市场开始呈现出日益火爆的场景。

从2021年开始，汽车滚装船的订单量便迅速来到高位。去年10月，英国在线船舶估值公司VesselsValue的滚装船部门负责人Dan Nash称，新造车辆运输船的总价值（包括订单）已经高达44亿美元，超越了过去6年的总和。而今年，除比亚迪外，上汽集团旗下自营的安吉物流也在上半年先后下订了5艘滚装船。