New Energy Vehicles (NEVs) in China

Lethe

Captain
August 2023 sales in Australia:

MG: 5368 (6th, sales up 22% YTD)
GWM: 2878 (13th, sales up 72% YTD)
LDV: 1826 (16th, sales up 48% YTD)
BYD: 803 (23rd)
Chery: 760 (24th)

MG finished the month ahead of Mitsubishi for the fourth month in a row but continues to trail YTD. The MG ZS small SUV is the #3 best-selling vehicle in Australia across 2023 thus far, just ahead of Toyota RAV4 and Tesla Model Y. Alternatively, it is the best-selling vehicle in Australia that isn't a ute!

GWM recently launched its Tank 300 off-road SUV in Australia. It seems to have been
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, though I think it will take time to translate into real sales success. August was a slow month for BYD while Chery seems to be building nicely, with sales increasing each month since launching in April.

To date, Toyota had been the big loser of 2023. However its corporate suits have long prophesied that H2 2023 would bring improved supply, and it seems August is when Big T struck back, with 22,321 sales for the month, roughly equal to those of #2 (Mazda), #3 (Ford), and #4 (Hyundai) put together.

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supercat

Major
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Just manufacture dig up through investigative journalism that BYD uses Uighur slave labor and everything will work out in the end.
Surprisingly, some German auto CEO still harbors this hubris. The truth is, making the cars cost-effectively is really the hard part. Marketing? Probably not so much.
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This is the reality:

Rise of China's EV makers threatens Western automakers, UBS report says​


BYD has a 15 percent cost advantage over Tesla’s Chinese-made Model 3, and a more than 30 percent advantage over VW’s ID3.

A UBS teardown of a 2022 BYD Seal sedan found 75 percent of the components were manufactured in-house.

The figure — double the global average — is the secret to BYD’s cost-advantage in its quest to control its own fully integrated supply chain.

The Seal is almost wholly made in China, with around 10 percent or less of parts from foreign suppliers, UBS estimates.
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BYD is attracting some big crowds in Munich.

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tphuang

Lieutenant General
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interesting, Leapmotor unveiling its new LEAP 3.0 platform for the world. There is a whole lot of stuff going on this week at munich motor show

2000+ sales for BYD in Germany in August. Some oher interesting number too around. Geely got over 3000 with Volvo alone

weekly registration number. I don't think this was fantastic for BYD. Seagull # down a little bit vs a week ago when others are possibly increasing. Also, I heard the inventory for BYD is building up, indicating that production is outweighing demand in dealership. Explains the price cuts

recently 1580 BYD Dolphins headed to Thailand. They need more of this. Need to export a lot more
 
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