New Energy Vehicles (NEVs) in China

tphuang

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• Sep 21, 2023

• #6,791

BYD selling more buses to Mexico. The commercial vehicle business is in more countries than PV business

https://twitter.com/i/web/status/1704924016551592323

BYD ESS is cooperating with Beibu gulf. I think this is a good deal for both sides

https://twitter.com/i/web/status/1704899697066889313

Neta GT reviewed

https://twitter.com/i/web/status/1704669533800448412

 

siegecrossbow

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• Sep 21, 2023

• #6,792

TIL I learned that IRay of infrared scope and civilian AESA fame makes infrared system for Yangwang U8.

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tphuang

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• Sep 22, 2023

• #6,793

https://twitter.com/i/web/status/1705227494486413490

300k BEV market in China is still quite small and dominated by NIO at this point
Note how few Tesla sales are there

https://twitter.com/i/web/status/1705206222901628949

BYD dolphin with commemorative version of Dolphin (lol, don't get why it needs one) after 500k deliveries

https://twitter.com/i/web/status/1705172564673286488

BYD officially announces that it did the 200 delivery of Atto 3 in India in 1 day. someone posted this earlier

 

tphuang

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• Sep 22, 2023

• #6,794

https://twitter.com/i/web/status/1705235167957103042

my rant on why power chip prices are dropping and such
and why nobody caught on something that I figured out a year ago

 

tphuang

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• Sep 22, 2023

• #6,795

BYD contracted Sinotrans to transport cars (I assume) to Germany via rail. I see the number 10000 in there. I wonder if that's how large the bid is for. But of course, it did not specify how long of a period.

https://twitter.com/i/web/status/1705390960560206171

Lenovo visited BYD about setting up AI data center & providing GPUs & HPC chips needed for smart infrastructure

https://twitter.com/i/web/status/1705389310542016597

I think any EV maker also has to be an AI company now, so BYD has to do this rather than relying on shared infrastructure. tbh, they should've gotten involved sooner.

 

tphuang

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• Sep 23, 2023

• #6,796

BYD looking into factory in Mexico. I've discussed this for a long time

https://twitter.com/i/web/status/1705530275646579075

 

tphuang

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• Sep 23, 2023

• #6,797

China's import of foreign cars (so not produced by JVs)

https://twitter.com/i/web/status/1705560993982492816

notice how much German automakers are in top of this list. All high end models too.

On the other hand, use that to consider size of market for 800k+ market that Yangwang is looking to conquer

 

tphuang

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• Sep 23, 2023

• #6,798

which countries BYD EV sales are topping in August

https://twitter.com/i/web/status/1705570814727217320

100k Denza D9 production reached

https://twitter.com/i/web/status/1705571397764862424

 

tphuang

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• Sep 23, 2023

• #6,799

Denza finally seeing some increased this week. Maybe it will hit 12 to 14k this month. Goal is 20k/month by end of the year

https://twitter.com/i/web/status/1705627001451684042

BBA still dominates, but Li Auto making real gains up the leader board

 

K

KYli

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• Sep 23, 2023

• #6,800

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