New Energy Vehicles (NEVs) in China

tphuang · Sep 6, 2023

the car is made in Germany, but the battery is made in China

BYD unveils more info on Leopard 5

https://twitter.com/i/web/status/1699376982725648736

CATL unveils its battery line up at Munich motor show

https://twitter.com/i/web/status/1699387443793821702

BYD Seal DM-i now launched at very low prices

https://twitter.com/i/web/status/1699391633320476763

4Runner · Sep 6, 2023

4Runner said:
......

So, that EV game is almost over. It is very rare in the industrial history that outsiders could overcome a dominant industrial ecosystem. Numbers are already here. Stars are all aligned up. Even a total economic embargo of US+EU+Japan would not change this anytime soon.

4Runner · Sep 6, 2023

It is highly likely that BYD would deliver about twice as many NEVs as Tesla for the calendar year. Given that Tesla is ramping up production in a few high-cost ares, I would expect BYD's cost efficiency might expand vis-a-vis Tesla.

And the common denominator is that the leading NEV producers in the above picture all have significant China business and operations and depend on Chinese EV supply chain. I have not seen such dominance in the auto sector since late 80s and early 90s.

tphuang · Sep 6, 2023

https://twitter.com/i/web/status/1699526546778730705

BYD signing partnership with another electric 2-wheeler company

https://twitter.com/i/web/status/1699484336477651362

Seal DM-i really pressure Japanese ICE sedans

tphuang · Sep 6, 2023

BYD dominates Brazilian EV sales in August & also did alright with PHEV

https://twitter.com/i/web/status/1699531870008905746

GWM & Chery also did well

tphuang · Sep 7, 2023

Leaked U6 with drag coefficient of 0.195, would be the best ever here

https://twitter.com/i/web/status/1699742179319787650

BYD Yuan+ champions version about to come out.

https://twitter.com/i/web/status/1699727547687182427

tphuang · Sep 7, 2023

https://twitter.com/i/web/status/1699803434474725563

Byd gets interviewed here by Bloomberg. Question is when will we see this export push. How long does it take sales network to get built up?

Where will the factories get built

siegecrossbow · Sep 7, 2023

China should protest the blatant tech espionage on display here.

tphuang · Sep 7, 2023

BYD JV in Xuzhou just got roofed on 08/31. Great progress in its project with XCMG

https://twitter.com/i/web/status/1699895451594719390

Eve Energy with new plant in America in a JV with Daimler & cummins where the strategically minimized its involvement in announcement to not attract attention

https://twitter.com/i/web/status/1699837770976620557

FangchengBao posting Leopard 5 specs in photo

https://twitter.com/i/web/status/1699832470747902148

KYli · Sep 7, 2023

Please, Log in or Register to view URLs content!

New Energy Vehicles (NEVs) in China

tphuang

Lieutenant General

4Runner

Junior Member

4Runner

Junior Member

tphuang

Lieutenant General

tphuang

Lieutenant General

tphuang

Lieutenant General

tphuang

Lieutenant General

siegecrossbow

General

tphuang

Lieutenant General

KYli

Brigadier