Almost 100% this is just licensing deal for "Limited Edition" Lamborghini Phone
Those Limited Edition phones are a dime a dozen in China
100 years of Mickey Mouse
KFC
Pepsi
2000 Avengers/Marvel ones, etc.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
Those Limited Edition phones are a dime a dozen in China
100 years of Mickey Mouse
KFC
Pepsi
2000 Avengers/Marvel ones, etc.
It's possible that EV transition will happen at different speeds in different geographies.
One issue with North America, the prices of the cars are still firmly in luxury/near luxury territory.
The ID.4 is meant to be more affordable, but still ~50% more than a Camry.
On top of this, you need to install a home charger, this is another ~$2000.
The Chevy Bolt was generally well regarded for it's value, but the small size made it a niche product.
In Europe, the MG4 EV is the same price as something like a Golf or Civic.
America can choose to be the last bastion of gasoline power to keep out Chinese influence, they are willing. Many of the projects are being held up due to these politics. Gotion, CATL, etc.
The American automakers can still build EVs for China and ROW, basically the same way all the NA market cars are often unique.
I agree with your points on EV in US. Real effective solutions should resemble Eisenhower inter-state highway build-out. But the current political crops are not inductive to such nation-wide endeavors. This is the primary reason US has been falling behind in 5G build-out (especially private 5G) and EV charging build-out. American households are pretty much tapped out. People likely choose to spend that precious discretionary money on house solar panels than on home EV chargers, given that US housing is predominantly suburban single family homes. And that nation-wide infrastructure build-out has become the biggest barrier for EV adoption. On top of that, you add R&D costs and production costs on battery and autonomous driving solutions, and I have to be pessimistic about US catching up with China on this (smart) EV transition.
Absolutely. Remember there are also structural factors to consider. In the US:
1. Daily commuting distances are a lot longer than China
2. Long road trips are also a lot more common, whereas in China, people would take a high-speed train
3. Petrol taxes are higher than in China
This means batteries have to be bigger and more expensive, and higher relative operating costs in the US. This will slow down US adoption of EVs when compared to China or even Europe.
But the American automakers aren't doing this. We can see Ford and GM retreating from Europe and Asia, so that they are US-only carmakers. Tesla is the only one with a global strategy.
supercat
Major
One of the supposed big advantages of battery-swapping is that the batteries in the swapping stations can be charged during off hours, thus avoiding burdening the electric grid during peak hours. Also, these batteries can be charged slowly to prolong their lives. Here is a thread about battery swapping. It mentions that in the future, tens of thousands of swapping stations may be built. For reference, about 20,000 charging or swapping stations can cover about 95% of passenger car service areas on China's expressways, and China has the world's longest expressways with a length of 177,000 km/110,000 miles.
Some news about overseas market:
- Thailand:
- The Middle East and Europe:
- The US: Geely's Zeekr will have an IPO.
Nice try by Bao 5:
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BMW Brilliance Automotive and Mercedes-Benz Group are to establish a 50-50 joint venture to operate a super charging network in China, said the two companies on Thursday..
BMW Brilliance Automotive and Mercedes-Benz Group China are to establish a 50-50 joint venture to operate a charging network in China, said the two companies on Thursday.
They said the first stations are planned to begin operations in 2024. The joint venture is expected to build a network of at least 1,000 high-power charging stations with around 7,000 high-power charging piles by the end of 2026.
The two premium German carmakers said the charging network will be open to the broader public as well, while BMW and Mercedes car owners will have access to a series of features, such as plug and charge and online reservation.
They added that the joint venture will procure electricity generated from renewable sources, where conditions allow, to create a sustainable and eco-friendly charging experience.
Both of the two companies are revving up efforts to go electric in China and across the world.
Deliveries of such vehicles reached 7.28 million units in the country from January to October, accounting for 30.4 percent of total new car sales in the same period, according to the China Association of Automobile Manufacturers.
BMW Brilliance Automotive and Mercedes-Benz Group China are to establish a 50-50 joint venture to operate a charging network in China, said the two companies on Thursday.
They said the first stations are planned to begin operations in 2024. The joint venture is expected to build a network of at least 1,000 high-power charging stations with around 7,000 high-power charging piles by the end of 2026.
The two premium German carmakers said the charging network will be open to the broader public as well, while BMW and Mercedes car owners will have access to a series of features, such as plug and charge and online reservation.
They added that the joint venture will procure electricity generated from renewable sources, where conditions allow, to create a sustainable and eco-friendly charging experience.
Both of the two companies are revving up efforts to go electric in China and across the world.
Deliveries of such vehicles reached 7.28 million units in the country from January to October, accounting for 30.4 percent of total new car sales in the same period, according to the China Association of Automobile Manufacturers.
huge price cuts all the way around, here it is by Jiyue-01
Rebates being offered by BYD for dynasty series
D9 OTA, Disus-C customization is the main upgrade here, although UWB feature is interesting
skateboard chassis developed by CATL
Rebates being offered by BYD for dynasty series
D9 OTA, Disus-C customization is the main upgrade here, although UWB feature is interesting
skateboard chassis developed by CATL
Not true. Currently the MSRP for 2023 Tesla Model 3 entry level is $38,990. There is a federal subsidy of $7500. Many states also have state subsidies. In MA it’s $3500. That makes MSRP equivalent to ~$27,990. In addition, Tesla is doing huge end of year discount up to $3000 now, making it further down to $25K.
For comparison, 2023 Camry MSRP is $26,320 (entry level), more expensive than a Model 3 in MA.
Nov sales are out. The one really surprising me is SAIC and Wuling, much higher than I thought
looks like Geely still selling a lot of ICE cars
LiAuto has pretty high aim for December. Going to be a very crowded month. It's giving discounts
NIO & XPeng have plateaued, it seems like
looks like Geely still selling a lot of ICE cars
LiAuto has pretty high aim for December. Going to be a very crowded month. It's giving discounts
NIO & XPeng have plateaued, it seems like
alright, all time highs for BYD in Nov. I was a little concerned they would have trouble hitting 300k this month, but they did hit that total. Good for them.
over 1000 U8 and Leopard-5 deliveries, not bad. Both of those should really go up in Dec
over 1000 U8 and Leopard-5 deliveries, not bad. Both of those should really go up in Dec