New Energy Vehicles (NEVs) in China

broadsword

broadsword

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Staedler said:
I recall a pretty famous Solar company in western USA based around leasing solar-trucks and claiming renewable energy tax credits that took quite a few years to unravel - and they didn't have anywhere close to the number of trucks they claims they were leasing out.

All I need to see is that they're 14 years in the running without a product and on Series E funding. Startups don't go to Series E unless they are having serious issues or coming up with a new product. This Colorado company is obviously not in the latter case.

They're not literally trying to defraud you, just selling a pipe-dream to suckers.


SpaceX managed to successfully fly their Falcon 1 within 6 years of company founding. By 8 years, they already had their Falcon 9 and by 10 years, they were taking over commercial contracts. Ming Yang started producing wind turbines within 1 years of founding, created their innovative SCD turbine by the 4-year mark, and offshore turbines by year 7. BYD created their auto division in 2003 and started producing the world's first PHEV within 6 years. The story goes on and on. 14 years and Series E means it's probably going to go bankrupt soon rather than produce any product.
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Battery development takes years. Sodium-ion batteries took the Chinese companies years to develop. But now they have the products and Prieto just released their latest prototype.

Their claim held up for 14 years.

SpaceX had help. Plenty. Just go to the relevant thread to read up.
 
Staedler

Staedler

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broadsword said:
Battery development takes years. Sodium-ion batteries took the Chinese companies years to develop. But now they have the products and Prieto just released their latest prototype.

Their claim held up for 14 years.

SpaceX had help. Plenty. Just go to the relevant thread to read up.
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I'm well aware of the help SpaceX has received. Yet even their renewable rocket, technology that did not exist prior, took only 8 years since company founding. And what of other companies like Ming Yang or BYD? Battery development doesn't take years longer than other types of technology; that's an absurdity that you're claiming.

For example HiNa Battery was founded in 2017, had a sodium-ion battery product by 2018 (1 year), and had it in a car by 2023 (6 years). We're talking 14 years for Prieto without any publically available product, let alone into any commercial vehicle. They didn't explicitly named their battery verifier, their investors list is still all venture capital - no actual commercial players. And you bought it up as though the Chinese EV giants were behind compared to this.
 
tphuang

tphuang

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broadsword

broadsword

Brigadier
Staedler said:
I'm well aware of the help SpaceX has received. Yet even their renewable rocket, technology that did not exist prior, took only 8 years since company founding. And what of other companies like Ming Yang or BYD? Battery development doesn't take years longer than other types of technology; that's an absurdity that you're claiming.

For example HiNa Battery was founded in 2017, had a sodium-ion battery product by 2018 (1 year), and had it in a car by 2023 (6 years). We're talking 14 years for Prieto without any publically available product, let alone into any commercial vehicle. They didn't explicitly named their battery verifier, their investors list is still all venture capital - no actual commercial players. And you bought it up as though the Chinese EV giants were behind compared to this.
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Assuming it is true, which Chinese company offers a 3-minute full charge? The only people doubting their claim right now are the people here. Show me a link where there are battery insiders or ex-employees doubting their claim.

There is no fixed time frame for the development of different technology. It also depends on other factors.
 
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Philister

Philister

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broadsword said:
That's not unique to them. Every so often, there are new breakthroughs in batteries, solar cells and other renewable technology in the Chinese labs and yet we don't seem so skeptical. If the Chinese companies lose the technological lead for too long, they will lose their market share and will take them longer to claw back, which they will eventually, no question about that.

As to 'cheap to manufacture', I think it's just pedantry. They never said 'cheaper'. So to those who can afford the 'necessity/luxury' of 3- minute full-charging.
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Investments dude, it’s all about investments, if there’s a path that could drastically improve battery performance, and the very method has been there for so many years, what’s the odd that those giants would simply miss it? Billions has been spent to get from 18650 to kirin battery, from lithium-ternary to LMFP .
On industrial production level, even a hair pin would cost a fortune.
 
tphuang

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Seres 1st 500 export w/ E5 which uses BYD's DM-i technology
https://twitter.com/i/web/status/1663487982282715136

new NEV brand sales for 05/22 to 05/28. Li Auto is dominating the chart. They've hit 1000 per day in both sales & orders for 3 weeks in a row
https://twitter.com/i/web/status/1663485850729021441

BYD winning most of Indonesia taxi companies 500 EV orders for this year.
https://twitter.com/i/web/status/1663482438855565312

also, i got contacted by BYD social media to help spread their news. So I will be tagging them in more tweets
 
broadsword

broadsword

Brigadier
Philister said:
Investments dude, it’s all about investments, if there’s a path that could drastically improve battery performance, and the very method has been there for so many years, what’s the odd that those giants would simply miss it? Billions has been spent to get from 18650 to kirin battery, from lithium-ternary to LMFP .
On industrial production level, even a hair pin would cost a fortune.
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Yes, investments! If you think the industry has already reached the pinnacle of technology, why would they need to invest in R&D? You see CATL, BYD and others continuing their research.

Dude, if you have been following developments, you would see new innovations and breakthroughs coming out of labs every now and then. If you think the Kirin, LMFP, etc are the end of the road, stay tuned.

The path is still a long way ahead. There are many chemical recipes to experiment as many ingredients can be used to make batteries.

Just look at the solar cell technology. It's still evolving.

SMH.
 
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