New Energy Vehicles (NEVs) in China

Andy1974

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BYD is better positioned than anyone else to be put on SDN list. It is deeply connected to Californian political class. It's very popular with the environmental crowd. It has a good reputation due to its commitment to reduce global emission. On top of that, it is doing a great job of getting itself into every major company's supply chain.

Apple can't produce iPhones without BYD electronics. In a few years, every major automaker will be utilizing BYD battery or motor in their NEVs. And if Chinese NEV industry gets put on SDN, the rest of the world can either work with China on local currency settlement and have these details worked out (shouldn't be that hard) or they can stop producing NEVs. The entire NEV industry right now relies on Chinese supply chain.

China has not nationalized any Western companies, because no red lines have been crossed. But if America starts to seize Chinese companies, you can bet China would start to do the same.

At the end of the day, where will BYD be if it can only sell inside China and to countries that will have direct access to Yuan through currency swaps, yuan clearing centers, CBDC or something like Alipay+? I would say it can still do really well. BYD with 50% market share in China (after American automakers get booted) + export sales to rest of Asia, Africa and South America would still get 15 million sales a year as well as electric commercial vehicles, battery storage sales, chips, BYD electronics and Skyrail.

Also as I said before, I'm really against BYD entering US PV market. That would bring too much attention to itself. It's doing great in America in commercial vehicles, energy storage and building cars for other automakers like Nuro. Don't rock the boat. Just secretively get into GM/Ford/Tesla supply chain.
That’s all fine, but the US presumably want to end the NEV China supply chain, so it doesn’t matter.

US can say: any country that uses BYD is sanctioned. Nothing to stop them.
 

tphuang

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That’s all fine, but the US presumably want to end the NEV China supply chain, so it doesn’t matter.

US can say: any country that uses BYD is sanctioned. Nothing to stop them.
Byd taking 50% of Chinese market share and continue to sell to Chinese allies is the largest automaker in the world. American and European companies going without Chinese market or Chinese supply chain will go bankrupt. There are things that America would want to do, but cannot.

Let's not make America out to be omnipresent.

I think you will see over the next year how byd gets itself into more supply chain and make it tougher for western countries to untangle. Byd imo is run by very competent people. And I sincerely hope they do not enter us pv market.
 

tphuang

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News from BYD front.

BYD Xi'an factory has increased production to 3000+ cars a day since mid October and Song+ is at 2000 of that. Xi'an is likely to exceed 80k for this month.

Song+ is doing really well in Central Asia. You can see videos of large number of Song+ waiting to be delivered.

Xi'an's phase 4 is under construction and will start production in June 2023. It will reach 1.5 million a year once fully ramped. Not only that, they have planned a rail freight station next to the phase 4 location. So, Song+ from Xi'an can easily get exported to rest of country and to Central Asia!

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BYD atto 3/E6 confirmed to Malaysia. To be launched in December and start delivery in Q1 2023. Seal and Dolphin will aim to be launched in Q4 of 2023. 150k MYR on the low end, which is about $31.7k

According to online sources, they got 240k orders domestically in October.

The Paris motor show reception was really good and they got many orders. Still supply constraint at the moment.

BYD also said that in the current supply chain constraint environment. BYD encountered very little disruption and also helped other companies. It's very important to control the core tech and your own supply chain.
 

tphuang

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@tphuang

Any idea how many cars(including SUVs) per month are produced by BYD now.
It was 201k in September, so probably close to 220k in October. The first half of October was probably a little slow due to national holiday. I think they really ramped things up in the second half.

Tesla now undercuts rivals Xpeng & NIO in China - sort of​


@tphuang any thoughts?
Well, it will be interesting to see how each automaker react to Tesla price cut. I think Huawei already cut prices.

Looks like Ford has now cut prices.

Not sure if other Chinese automakers can afford to cut prices due to the low margins they are already operating under.

BYD probably doesn't have to cut prices, since it's still selling a lot. But, some Chinese companies will go belly up in the next few years.

There will be a lot more of these
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and then it will be a battle of picking up their factories on the cheap.
 

sndef888

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It was 201k in September, so probably close to 220k in October. The first half of October was probably a little slow due to national holiday. I think they really ramped things up in the second half.

Well, it will be interesting to see how each automaker react to Tesla price cut. I think Huawei already cut prices.

Looks like Ford has now cut prices.

Not sure if other Chinese automakers can afford to cut prices due to the low margins they are already operating under.

BYD probably doesn't have to cut prices, since it's still selling a lot. But, some Chinese companies will go belly up in the next few years.

There will be a lot more of these
Please, Log in or Register to view URLs content!
and then it will be a battle of picking up their factories on the cheap.
BYD responded by releasing a new beggar edition Han, with yuan plus's 150kw motor instead of the usual 180kw. Speculated to cost around 20w
 

NiuBiDaRen

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Registered Member
It was 201k in September, so probably close to 220k in October. The first half of October was probably a little slow due to national holiday. I think they really ramped things up in the second half.

Well, it will be interesting to see how each automaker react to Tesla price cut. I think Huawei already cut prices.

Looks like Ford has now cut prices.

Not sure if other Chinese automakers can afford to cut prices due to the low margins they are already operating under.

BYD probably doesn't have to cut prices, since it's still selling a lot. But, some Chinese companies will go belly up in the next few years.

There will be a lot more of these
Please, Log in or Register to view URLs content!
and then it will be a battle of picking up their factories on the cheap.
We can't just let Tesla destroy Xpeng and NIO right?
 
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