New Energy Vehicles (NEVs) in China

BYD export breakdown
a lot of seals this month. It's really ramping up. Dolphin is the best selling now.

Chery is actually the 2nd largest domestic brand by sales, believe it or not and number 1 by export

good few days of orders for Denza since N7 ADAS release

Huawei's 600kW super chargers put into action in Guangxi

Chinese Brands Make Up 62 Percent of Israel's EV Sales in Q1-Q3..


Chinese brands accounted for 62.19 percent of the gross sales of electric vehicles (EV) in Israel in the first three quarters of 2023, showed statistics issued by the Israel Vehicle Importers Association yesterday.

As many as 25,902 of 41,647 units sold between January and September were Chinese brands, while last year, Chinese carmakers sold 13,294 units, accounting for 48 percent of the annual EV sales in Israel.

Chinese carmaker BYD stood as the best-selling EV brand so far this year by selling 13,481 cars during the first nine months. Most of them the subcompact crossover SUV Atto 3.

Meanwhile, BYD was also in fourth place in Israel's overall car sales rankings which include both gasoline and electric cars.

Another Chinese carmaker, Geely Auto Group, sold a total of 6,180 Geometry C compact crossovers in the first three quarters, holding second place in EV sales in Israel.

The figure marks a 45.28 percent year-over-year increase in Geely's sales in Israel after it sold 4,254 electric cars in same period last year.

Tesla, the American automaker, secured the third position by selling 5,463 electric vehicles, while Hyundai Motor of South Korea closely followed with 4,099 electric cars sold.

Regarding the sales of gasoline-powered cars, Chery Automobile, a Chinese automaker that entered the Israeli market in late 2022, ranked the seventh with 10,314 cars sold in the first three quarters.

September was a disappointing month for Chinese vehicle brands in Australia.

Mitsubishi (#6, 5761 sales) ended MG's (#7, 5400 sales) four-month winning streak in the tussle between the two brands. MG's 2023 sales YTD are up 26.4% which has been enough to keep them ahead of a rampaging Tesla (#8 YTD, up 170%) for the moment, but not enough to move further up the table.

GWM (#13, 2897 sales) recorded a sales decline relative to September 2022 (3050 sales), though 2023 YTD sales are still up an impressive 58%.

LDV (#16, 1665 sales) were flat relative to September 2022, though the brand is up 41% YTD.

BYD (#25, 702 sales) recorded its third successive disappointing month in Australia, falling well short of the >1000 vehicles per month recorded from March-July 2023 (peaking in June at 1532 vehicles).

Chery (#28, 624 sales) recorded its first monthly sales decline since launch (August: 760).

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Lethe said:

September was a disappointing month for Chinese vehicle brands in Australia.

Mitsubishi (#6, 5761 sales) ended MG's (#7, 5400 sales) four-month winning streak in the tussle between the two brands. MG's 2023 sales YTD are up 26.4% which has been enough to keep them ahead of a rampaging Tesla (#8 YTD, up 170%) for the moment, but not enough to move further up the table.

GWM (#13, 2897 sales) recorded a sales decline relative to September 2022 (3050 sales), though 2023 YTD sales are still up an impressive 58%.

LDV (#16, 1665 sales) were flat relative to September 2022, though the brand is up 41% YTD.

BYD (#25, 702 sales) recorded its third successive disappointing month in Australia, falling well short of the >1000 vehicles per month recorded from March-July 2023 (peaking in June at 1532 vehicles).

Chery (#28, 624 sales) recorded its first monthly sales decline since launch (August: 760).

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At least for BYD, it's probably due to having only 1 model for now. Once they deliver the Dolphin & Seal, we will see it increase.

Found this on Twitter and thought you guys might enjoy it.



Remember this when you hear that China is so far ahead in the EV ecosystem because of massive subsidies. Fuel cells actually got a lot more cash but it simply failed for core technological reasons. The obvious implication is that China's EV system is where it is because of other factors than money.

BYD events from September


Atto 3 has received 5 star rating for green NCAP

mossen said:

Found this on Twitter and thought you guys might enjoy it.

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Remember this when you hear that China is so far ahead in the EV ecosystem because of massive subsidies. Fuel cells actually got a lot more cash but it simply failed for core technological reasons. The obvious implication is that China's EV system is where it is because of other factors than money.

Click to expand...

These are purchase subsidies given to the consumer, not production subsidies for EV manufacturers. China subsidized consumer EV purchases to promote demand for EVs which created a large and competitive EV market. The ensuing breakneck market competition made the Chinese EV supply chains the most efficient in the world.

Almost all Chinese EV subsidies expired at the end of 2022 (which makes this year's growth in Chinese EV sales especially impressive). Of course, even when the subsidies existed, they only applied to domestic consumer purchases and never applied to any exports. Domestic consumer purchase subsidies are completely legal under the WTO. The current EU anti-subsidy investigation into Chinese EVs is just pure protectionism.

zbb said:

These are purchase subsidies given to the consumer, not production subsidies for EV manufacturers. China subsidized consumer EV purchases to promote demand for EVs which created a large and competitive EV market. The ensuing breakneck market competition made the Chinese EV supply chains the most efficient in the world.

Almost all Chinese EV subsidies expired at the end of 2022 (which makes this year's growth in Chinese EV sales especially impressive). Of course, even when the subsidies existed, they only applied to domestic consumer purchases and never applied to any exports. Domestic consumer purchase subsidies are completely legal under the WTO. The current EU anti-subsidy investigation into Chinese EVs is just pure protectionism.

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But the basis for the EUs subsidy claim will be based off of a third party's market not the market in China. This is because they don't recognize China as a 'market economy'.

i discussed some of the rationales behind byd electronics purchasing jabil's china assets

I think it's going to need it to supply huawei