New Energy Vehicles (NEVs) in China

YangWang U8 is becoming car of choice for newly weds


Refreshed Tang details


someone spying BYD cars, many new models


you can see my posting of 200-300k rmb market here in 2023. Tesla imo will see sales decline in China in 2024

siegecrossbow said:

Kind of an older video but wanted to share since a lot of people pulled off the street thought that the seal was a Porsche, Audi, or Aston Martin! Well done with the design.

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The current Chinese sedan offerings all look gorgeous in person. Whether it's a P7, ET5, Seal, Aion S etc. they just nail the premium contemporary look. Absolute no-brainer to pick a domestic option these days

What’s so good about wagons? I don’t get it, is it some kind of inertia that makes Europeans biased, or they really can do something SUVs can’t? Vans, minivans, Kcars, pickup trucks, they are popular for a reason, but wagons? They are basically stretched sedans, let alone their structures are fundamentally weaker than a normal sedan.

Leaning OT for this thread but think a big part as a consumer is that it's seen as implying something about the driver. 4x4s here are generally viewed as being owned by egotistical drivers with questionable driving ability (the "Chelsea Tractor" owner) whereas estates are seen as the pick of an enthusiast wanting sedan-like driving characteristics as well as some practicality. Snobbery in essence

My own reasons would be that they're more aerodynamic and feel lighter, personally prefer the proportions, don't like the high sitting position of a 4x4 etc. but hey it's great that there are options for everyone

Philister said:

What’s so good about wagons? I don’t get it, is it some kind of inertia that makes Europeans biased, or they really can do something SUVs can’t? Vans, minivans, Kcars, pickup trucks, they are popular for a reason, but wagons? They are basically stretched sedans, let alone their structures are fundamentally weaker than a normal sedan.

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They use less fuel. If you had to pay European fuel taxes you would understand.

Philister said:

What’s so good about wagons? I don’t get it, is it some kind of inertia that makes Europeans biased, or they really can do something SUVs can’t? Vans, minivans, Kcars, pickup trucks, they are popular for a reason, but wagons? They are basically stretched sedans, let alone their structures are fundamentally weaker than a normal sedan.

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better fuel economy than a sedan or suv, equal or better storage compared to a suv with easier loading, imo looks better.

Lithium trade data for 2023

Some big claims here by Chongqing Nikola Tech on their SIB tech

tphuang said:

you can see my posting of 200-300k rmb market here in 2023. Tesla imo will see sales decline in China in 2024

https://twitter.com/i/web/status/1751423425858408871

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Coincidentally, the post that follows yours summarizes Tesla's future problems in China right on the nail.

Tesla was always designed to be a powertrain first and everything else second. It didn't really matter that the actual car features (minus the software touches) were (are) actually quite bad. There really is no good reason not to have things like lidar, driver's info screen, radar, and lots of build quality/materials complaints. If they don't improve on the design and actual "car parts", the next stupid software trick like "winter butt blaster" won't be enough.

very interesting here
Blade 2.0 looking to be 25% more energy dense than Blade 1.0

up to 217Wh/kg at cell level (vs abt 172Wh/kg in Blade 1.0)

That explains why refreshed Tang said to have 108kWh battery pack vs 86 in previous version


First V2X testing on new 5G-A road that was set up by China Mobile and Huawei

interesting registration #s from this week, basically looks like Song L has beaten G6 & LS6
U8 and Leopard-5 really seeing good growth

AITO top leaderboard this month among domestic NEV brands (BYD doesn't count as one)

BYD pickup coming out with more photos