New Energy Vehicles (NEVs) in China

While the lithium price war heats up, 2 more sodium battery factories will come online.

BTW, China's recycle rate of lithium and nickle from used batteries exceeds 95%.

Xiaomi beats Apple:

Changan/Huawei's Avatr will sell EVs in Huawei stores.

zbb said:

However, total market share of Chinese suppliers decreased compared to 1-year ago. LG, Panasonic and Samsung SDI all grew significantly and BYD is the only Chinese supplier with higher growth. Hopefully, this is just due to different firms being impacted differently by Chinese New Year falling in January this year and we'll see other Chinese suppliers recover in their February numbers.

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don't worry too much about it. Remember, January sale was way down due to covid and CNY.

Xi on CATL’s battery dominance: Emerging industries must do a good job in …figuring out how big market is, where the risks are. They should avoid marching ahead alone in an invincible fashion, only to be caught out by others & fail in the end

escobar said:

Xi on CATL’s battery dominance: Emerging industries must do a good job in …figuring out how big market is, where the risks are. They should avoid marching ahead alone in an invincible fashion, only to be caught out by others & fail in the end

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Don’t build factories overseas only for them to be seized?

here is the PV registrations in China in the first week of March. BYD should be hitting new highs this month

BYD & China dominating in Thailand and Israel. Thailand's top 10 models for EVs is basically China Inc and Tesla

In Israel, Chinese automakers now have the largest share in PV market including ICE. BYD itself hit almost 50% of EV sales in February

tphuang said:

https://twitter.com/i/web/status/1632973636616470528

here is the PV registrations in China in the first week of March. BYD should be hitting new highs this month

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Seal and Han pretty low sales, factories are being adjusted?

Jiang ZeminFanboy said:

Seal and Han pretty low sales, factories are being adjusted?

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well Han is coming out with new versions for 2023, so they are probably adjusting production now. Not sure what's going on with Seal

escobar said:

Xi on CATL’s battery dominance: Emerging industries must do a good job in …figuring out how big market is, where the risks are. They should avoid marching ahead alone in an invincible fashion, only to be caught out by others & fail in the end

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Huawei, SMIC and BYD are also dominant as well. It would be stupid to suppress your best companies. The real enemies are foreign, not local.

Rather than trying to become a full blown automotive supplier in all respects, I wonder if it's possible for Huawei specialise into an OEM producing in-car entertainment systems for carmakers.

Basically, carmakers use Huawei's HarmonyOS with their own skin, and Huawei supplies the physical screen with their own connectivity chips and CPUs.

This would combine many of Huawei's traditional strengths (quality hardware, smooth software, chips) while avoiding things that make carmakers wary like electric drive systems

Maybe even roll out something like Carplay but for all Chinese android brands.