New Energy Vehicles (NEVs) in China

tphuang

tphuang

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so my latest substack entry on ICE to EV transition

people don't think about just how much the legacy tier 1 auto supply chain will suffer from this ICE to EV shift.

A century of R&D into making combustion engine more efficient is thrown away.

Aside from that, demand for auto grade chip is huge. Driving the domestic mature chip expansion
 
tphuang

tphuang

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Geely galaxy e8 is very well priced. I doubt they are getting much margins on this
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yangwang u9 in bund showroom now. Also just seeing incredible services there
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Leapmotor c10 is quite a nice product. Sd8295 is pretty good cockpit soc
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D

dingyibvs

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supercat said:
I think the NYT article refers to skilled labors, those who can be trained in a vocational school in 1-3 years, instead of a 4-year college. I do agree that China needs more vocational schools for the training of skilled labors, as Germany does traditionally.

BYD Dolphin is one of the best selling EVs in Brazil and was awarded Brazil's Car of the Year for 2024. Interestingly, the Dolphin that is on sale in Brazil is the Chinese version. It's slightly different from the European/Australian version.
https://twitter.com/i/web/status/1733214119116132681
The Chinese version of Dolphin
3MUTgPI.jpg

The European version:
wubS0yu.jpg
Click to expand...
One way around this issue is simply to make vocational training into college majors. Yes, it's a bit of waste of time and money, but at least it may produce a workforce that's needed for the economy.
 
TK3600

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tphuang said:
Geely galaxy e8 is very well priced. I doubt they are getting much margins on this
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yangwang u9 in bund showroom now. Also just seeing incredible services there
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Leapmotor c10 is quite a nice product. Sd8295 is pretty good cockpit soc
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Click to expand...
E8 would be same price as low end model BYD Seal price. Basically it is a BYD Han equivalent sold at price a tier lower. That is too crazy of a price. There has to be a catch?
 
tphuang

tphuang

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FinDreams Battery is #1 in quality performance ranking of suppliers

https://twitter.com/i/web/status/1736369984283287615

Yangwang U9 pictures are everywhere now

https://twitter.com/i/web/status/1736351873077059830

FangchengBao now already has 120+ stores in 62+ cities. Looking to have 150+ stores in 80+ cities by end of the year

https://twitter.com/i/web/status/1736350781664600494

In cold weather, Seagull has really good performance still with heat unit turned on and using winter tires

https://twitter.com/i/web/status/1736348844982415853
 
tphuang

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New 1000km range hydrogen fuel got unveiled and will go into mass production in 2025

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Byd has developed new self heating tech that significantly improves battery efficiency and range in cold weather

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1 million rmb car market in trouble
Plenty of room for yangwang here
 
supercat

supercat

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Almost half of the 1,874 e-buses sold in South Korea in the first 10 months were made in China.
Click to expand...
https://twitter.com/i/web/status/1735221428591493179

CYVN, an Abu Dhabi company, now owns about 20% of Nio.
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Nio's 150 KWh semi-solid-state battery has a real life range of 1,000 km/600 mile.
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A 20,000-ton class die-casting machine will be one of the most powerful ones for automobile production, "which is expected to reduce the manufacturing time of vehicle chassis from 1-2 hours to 1-2 minutes".
The equipment will be the most powerful in the field globally, surpassing the 12,000-ton die-casting machine currently used by Xpeng, the 9,000-ton die-casting machine used by Tesla and Aito, and the 7,200-ton die casting machine used by Zeekr, Neta said.
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First German automakers, now Japanese ones.

Nissan to export China-developed EVs to global markets​

Automaker strikes deal with Tsinghua University to leverage local resources
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tankphobia

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With improvements in both ADAS and range occurring so rapidly, I wonder how many people are simply waiting for the leap in technology to slow down before committing to an EV. It almost seems like a disservice to buy an EV when the model next year will be better in almost every single way.
 
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