New Energy Vehicles (NEVs) in China

BYD talking about its ADAS at 2023 BAAI conference (Beijing artifical intelligence conference)

Looks like they are making pretty good progress and expect to have it available later. I anticipate U8 & N7 to have L3 ADAS by next year, since they have the hardware for it. And this kind of stuff will continue to improve

No comment on the lower end ADAS for mass market models like Han & Tang, but I'm expecting advanced L2 by next year also

Alright, I think BYD will be increasing its already large size in Anhui. The main pro for Anhui is its proximity to Shanghai and relatively lower cost. So, you can actually build larger factories and get more subsidies from local govt while being close enough to Shanghai to get the benefits of lower transportation cost. I can see when Anhui production gets higher, it will be one of the main export production facilities for Latam or even Europe & Africa

Looks like we have hit rock bottom for ESS pricing already. This month's ESS pricing not any lower than 2 months ago

CATL has entered picture in a big way. Their pricing is comparable to everyone else's. Another major competitor.

Huadian had a huge 5GWh ESS project here

tphuang said:

BYD talking about its ADAS at 2023 BAAI conference (Beijing artifical intelligence conference)

https://twitter.com/i/web/status/1667578846403543040

Looks like they are making pretty good progress and expect to have it available later. I anticipate U8 & N7 to have L3 ADAS by next year, since they have the hardware for it. And this kind of stuff will continue to improve

No comment on the lower end ADAS for mass market models like Han & Tang, but I'm expecting advanced L2 by next year also

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one thing you will notice from these pictures is that BYD is doing the AI training using 海量数据's (Vastbase) resource

Looks like they partnered up back in 2021 and it uses Huawei ecosystem

From this weibo article, looks like 海量数据 kunpeng & probably Ascend chips for its datacenter resource

so if you wonder why no automaker outside of XPeng decided to build its own datacenter for ADAS training, there is plenty of computation resources available that can be consumed and uses Huawei or other AI platforms that already have well developed ecosystem & developer base

Philister said:

【800公里长续航，三一魔塔电动重卡靠的是堆电池？没那么简单！-哔哩哔哩】

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Sany, unsurprisingly, is walking on the same dead end with Tesla semi
On one hand , they plan to build a charging network
On the other hand , they just force customers to buy a astonishing 1000KW/h battery!
HOW RETARDED IS THAT???

Click to expand...

Thanks to @tokenanalyst for posting a link on this. I looked it over and wrote up the important points in my post


very promising here. Still not sure if batteries will be better option than FCEV for long range trucking, but increasing energy density of batteries is making it more compelling

auto sales from Brazilian market. BYD is still quite small there. Mostly selling Song+ DM-i apparently

tphuang said:

Thanks to @tokenanalyst for posting a link on this. I looked it over and wrote up the important points in my post

https://twitter.com/i/web/status/1667851213797224449

very promising here. Still not sure if batteries will be better option than FCEV for long range trucking, but increasing energy density of batteries is making it more compelling

Click to expand...

Have you seen their battery swapping solution?【1.9分钟快速换电！三一RGV换电站 颠覆行业认知-哔哩哔哩】
MUCH MUCH BETTER

Ok so here's a little tale. It gets relevant, I promise!

The single most popular sport in Australia is Australian-rules football, with the Australian Football League as the sport's peak competition body. The Port Adelaide Football Club is one of eighteen teams in the AFL, and for a few years Port Adelaide was pushing to . PAFC played three games in Shanghai from 2017-2019 and had plans for a fourth to be played in 2020 before COVID intervened. My understanding is that Shanghai billionaire property developer Gui Guojie, who also has business interests in Australia, was the driving force behind these arrangements on the Chinese side.

Unfortunately COVID seems to have put an end to all this. Or perhaps the deterioration in the broader China-Australia relationship made the venture unpalatable. Whatever the reason, this "China outreach" program seems to be dead. I say "unfortunately" because I have been a Port Adelaide supporter since I was a kid and the China angle was an interesting point of differentiation. But one vestige of Port Adelaide's "China outreach" program remains: MG (SAIC) is the club's major sponsor. A bunch of car companies sponsor a bunch of AFL clubs (Toyota sponsors the league itself) but MG's relationship with Port Adelaide is the only Chinese brand sponsorship that I am aware of. As the numbers I have posted previously suggest, MG is the single biggest success story for the Chinese automotive industry in Australia.

I was reminded of this venture just a couple of days ago when reading of a to engage Chinese Australians with Aussie-rules football, this time led by Sydney FC, with a pre-game function/celebration to be attended by New South Wales Premier Chris Minns, China's Ambassador to Australia Xiao Qian, and a variety of persons from the Chinese-Australian business world. I wish them all the best, though it's a pity that my club is no longer on the forefront of this stuff. In any case, here is a photo of Sudanese-Australian Port Adelaide player Aliir Aliir showing the MG sponsorship on the gurnsey:



And some highlights from Port Adelaide's latest (victorious!) game against the Western Bulldogs a couple days ago, just in case anyone wants to get on board with the greatest team in the universe.

NIO has given up and will cut prices on all models. Not great. After all the efforts to raise product value, they've resorted to cut prices like everyone else

You don't need to be able to the title to understand what the list is about. Looks like the Thai like BYD so much with sales of May 2027 vehicles.