I get that but I want to own my own BYD
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
looks like BYD received 3.6B RMB in subsidies from 2020 to 2022. Tesla came in second at 1.24B RMB
The price war in March has really accelerated. legacy JV discounts are just off the charts. A lot of this is like a end of Q1 sales maneuver to offload excessive inventory
More BYD news. Workers are getting recalled from vacation. Expect higher production. I think in Jan/Feb, production was a little lower due to covid, then CNY and then some production changes to produce new models and move capacity around. Expect March/April production to be significantly higher.
The price war in March has really accelerated. legacy JV discounts are just off the charts. A lot of this is like a end of Q1 sales maneuver to offload excessive inventory
More BYD news. Workers are getting recalled from vacation. Expect higher production. I think in Jan/Feb, production was a little lower due to covid, then CNY and then some production changes to produce new models and move capacity around. Expect March/April production to be significantly higher.
escobar
Brigadier
Could be damaging for BYD
Hyundai highly likely to launch EV with CATL’s LFP batteries this year
Hyundai highly likely to launch EV with CATL’s LFP batteries this year
Update from Denza sales chief.
Expect N7 & N8 launched in Q2 and start delivery in Q3.
It does surprise me they are launching 2 luxury SUVs in the same quarter when the ocean series still doesn't have its own SUVs.
I also do wonder how many SUVs they need since apparently a N9 is also planned.
Expect N7 & N8 launched in Q2 and start delivery in Q3.
It does surprise me they are launching 2 luxury SUVs in the same quarter when the ocean series still doesn't have its own SUVs.
I also do wonder how many SUVs they need since apparently a N9 is also planned.
escobar
Brigadier
Important takeaways: ESS sector 230% ; overseas sales 176%
supercat
Colonel
Vehicles powered by CNG are not as green as EV, but is better than diesel or gas powered vehicles.
Drive-by-wire:
SAIC will invest in chip-making.
Li Auto, which will be selling pure EV cars this year, will start to build charging infrastructure in earnest.
Neta is building a factory in Thailand.
Drive-by-wire:
SAIC will invest in chip-making.
Li Auto, which will be selling pure EV cars this year, will start to build charging infrastructure in earnest.
Neta is building a factory in Thailand.
Well, Germany has a strong domestic car industry. Does Israel? I'd imagine a lot of people in Germany have relatives or friends that works with automotive manufacturing and servicing.
I wonder what the central government is going to do about BYD's meteoric rise
Wuhan, Wuhu and Changchun's economy are gonna be hit hard if Dongfeng, Chery, FAW can't find a solution
Dongfeng especially, since their own brands are the weakest and its largest JV partner Nissan is one of the hardest hit by BYD's attack.
In an ideal world we'd see Dongfeng using their pretty decent hybrid tech to quickly create a new PHEV/BEV lineup like BYD's dynasty series
But so far nothing seems to be going on other than Hubei government giving one off subsidies, which is just a stupid bandaid solution. I'm afraid Wuhan might be turning into the Detroit of China
Wuhan, Wuhu and Changchun's economy are gonna be hit hard if Dongfeng, Chery, FAW can't find a solution
Dongfeng especially, since their own brands are the weakest and its largest JV partner Nissan is one of the hardest hit by BYD's attack.
In an ideal world we'd see Dongfeng using their pretty decent hybrid tech to quickly create a new PHEV/BEV lineup like BYD's dynasty series
But so far nothing seems to be going on other than Hubei government giving one off subsidies, which is just a stupid bandaid solution. I'm afraid Wuhan might be turning into the Detroit of China