New Energy Vehicles (NEVs) in China

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Canton_pop

Junior Member
Registered Member
siegecrossbow said:
Japan has disassembled the BYD Seal multiple times and found that almost every component is built inhouse. One of the few exceptions is the use of Japanese bearings in the braking system.

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Reminded me how far has Japanese automotive sector fallen- from inventing breakthrough technologies to mere braking system.
 
supercat

supercat

Major
siegecrossbow said:
Japan has disassembled the BYD Seal multiple times and found that almost every component is built inhouse. One of the few exceptions is the use of Japanese bearings in the braking system.

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I can't open the link. But here is an English version:
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VW needs Chinese companies' help for software.
https://twitter.com/i/web/status/1701207777140478061

Chinese manufacturers are building quite a few battery factories in Hungary.

Why Chinese EV battery manufacturers are flocking to Hungary​

They are drawn to the country’s access to European automakers, government subsidies, and favorable relations with China. ​

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Zeekr 001 RF, which will be sold in Europe, is demonstrating its capability of making on-spot 360 degree tank turn:
https://twitter.com/i/web/status/1701210336232190078
 
ironborn

ironborn

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supercat said:
I can't open the link. But here is an English version:
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Are Japanese trying to recoup the cost of the BYD Seal they bought? Is there any reason the book they made from the strip down cost $6400 ?

PS. $6400 price tag is for a print version, the online version with tech annotation costs even more. LMAO
 
F

Facm337

New Member
Registered Member
Lethe said:
Pie chart of Australian EV market by sales across the first eight months of 2023:

View attachment 118560


All Teslas sold in Australia come from the Shanghai factory, so at a production level China totally dominates the supply of EVs to Australia at 84% of the total. I'm surprised to learn that Volvo is the #3 EV brand here, though one would expect that the impending arrival of MG4 will see MG move ahead of the more premium-focused Volvo. The only note of concern here from a China perspective is the poor performance of GWM, which offers the Good Cat here as simply the "Ora". GWM has done some advertising here, but everything I have seen and heard has been about the Jolion small ICE SUV, H6 medium ICE SUV, or the ICE "Ute" -- nothing about the Ora. Perhaps there are supply or dealership integration issues that mean they haven't wanted to advertise the Ora yet, but certainly I think they would sell more here if folks knew it existed.

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Good to see a fellow Australian following the EV space! Just want to say my thoughts on the Aussie EV market:
1. I think MG will shoot up the rankings in the following months, as the MG4 only started deliveries in the second half of August, but was already 5th best selling EV model for the month with 296 sold.
2. I'm a bit disappointed in BYD Atto3 numbers in the last 2 months (1000 and 800). The peak I believe was ~1500 sold in June, but maybe that was just the last of the backlog after launch. I'm optimistic though that BYD will make the top 10 sometime in 2024, with the dolphin starting deliveries this month, seal before end of this year, and the ute/medium SUV (likely song plus champion), which should all sell well if priced competitively
3. Agree regarding GWM Ora. There was a slight uptick in Aug after first deliveries in June (?July), so hopefully things will slowly pick up.
 
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