New Energy Vehicles (NEVs) in China

Huawei attempts to establish a hedging unit for commodities for EV and batteries.

byd's seal launch has gone really well, many orders and deliveries already. A lot of deliveries expected in october. Seal will definitely sell more abroad than in China

so AITO series has ridden the Mate 60 popularity + large M7 discount and all new model to 30k orders in Sep
Best month so far

Interesting to see how this goes, because longer term, it seems like they will butt heads with Li Auto (a possible L6)

BYD hitting 100k production in Zhengzhou


Seal launched in Singapore


BYD has big plans in Turkey

John Cadogan is an Australian automotive "content creator" with a background in mechanical engineering. Over the last couple of months he's done a series of videos on the challenges of EV battery fires, particularly in the context of the Fremantle Highway ship fire. In this most recent video he argues that what EVs need is a standardised access port into the battery compartment for direct delivery of water, brine, or other useful material to the affected cells. At first glance this seems desirable, but also quite challenging to implement given that nobody is going to want to come within close proximity of an EV in thermal runaway to fiddle with e.g. a screw-on port like a traditional fire hydrant connector. The port would need to be accessible from several metres away using perhaps a lance-type implement, and ideally that port (or ports) need to be accessible from several different directions and potential vehicle orientations. My first thought is that you might need some kind of intermediary pipe connecting the battery compartment to an easily accessible port on the exterior of the vehicle. The Chinese government would obviously have a considerable role to play in any such standardisation.


(Not particularly relevant, but in terms of the Australian EV market, Cadogan's current perspective is MG thumbs-up, BYD wait-and-see, Elon Musk is a wanker. Cadogan places great emphasis on reliability, parts availability, vendor support as being important than the often minor differences between the vehicles themselves. BYD is still an unknown quantity in Australia from this perspective.)

Xpeng & NIO both at around 15k. Not so great. a lot of these guys are really just dependent on that initial excitement over a new model to get sales

Li Auto is different, it is selling 10k in all 3 of its models and gaining steam monhly
big battle ahead with AITO

Remaining sales from September. GAC Aion & ChangAn did much better than I thought. Good month for NEVs

The combined sales of Geely's NEV brands were very good in September.

BYD has teamed up with an American company for the service of electric trucks.

Again from HW architecture for EVs, just how much software & hardware interaction there are

BYD Semi is no joke. I will post more on this, but amazing the # of chip types they produce. Their core power chip products are pretty good