New Energy Vehicles (NEVs) in China
- Thread starter supercat
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JD Logistics launching hydrogen fuel cell trucks into service
ByD sold the most EVs in Singapore in 2023
very important day for BYD in Europe
order book in January so far, pretty weak across the board
ByD sold the most EVs in Singapore in 2023
very important day for BYD in Europe
order book in January so far, pretty weak across the board
which is one reason I always have been against building factory in Hungary
anyways, January sales were bad
NIO, XPeng & IM Motors all down between 40-60%
BYD was down 41% even with 36k export
anyways, January sales were bad
NIO, XPeng & IM Motors all down between 40-60%
BYD was down 41% even with 36k export
Hungary will not be kicked out because there is no mechanism to do so. They *might* lose their voting rights, but this "nuclear option" is facing stiff resistance. But even if that happens, they will still be within the EU and all the trade policies will remain intact so BYD's investment is safe. Hungary would simply no longer have a say in EU matters. The only way a country exits the EU is if the government decides to leave on its own. This is what the UK did after the Brexit referendum. 80% of Hungarians approve of the EU so there is minimal risk of a "huxit" given the massive backlash this would ensure. The EU's popularity was always much lower in the UK even at its peak. Hungarians know they need the EU more than the other way around.
I won't make this thread about EU politics, but I will just end by noting that Hungary often acts as a convenient scapegoat for policies that the larger countries want to push but don't want to be seen doing. It's no secret that appetite for funding Ukraine is withering but saying it out loud is still verboten so Orban gets to play the spoilsport for countries like Italy which are no longer so enthusiastic.
That said, I think a better destination would have been Germany. BYD are still planning a second factory IIRC so we will see where they will put it.
Hungary won't be kicked out of the EU because all its blocking is just performance art.
Orban pretends he'll veto something, the EU kicks a fuss, and two weeks later Orban lets it pass. Hungary has never stopped a single sanction on Russia or a single piece of EU aid to Ukraine.
Hungary's performance art does give it a ton of desperate Russian and Chinese money and investment. In return Russia gets a two-week delay on sanctions. What a deal for Hungary!
Orban pretends he'll veto something, the EU kicks a fuss, and two weeks later Orban lets it pass. Hungary has never stopped a single sanction on Russia or a single piece of EU aid to Ukraine.
Hungary's performance art does give it a ton of desperate Russian and Chinese money and investment. In return Russia gets a two-week delay on sanctions. What a deal for Hungary!
传华为车用运算设备生产出问题 部分中国车商旗舰电动车交付延迟
知情人士消息报导，由于科技巨擘华为的一款运算设备遇到生产问题，一些中国汽车制造商不得不延后旗舰车款交付。据悉，长安汽车、奇瑞汽车这两家和华为合作开发高级电动车的公司已提出投诉，并正在就解决问题进行谈判，还有规模较小的车商赛力斯也受到影响。
知情人士透露，生产问题与 MDC 810 的一个零组件短缺有关。报导指出，华为生产名为“MDC 810”的运算设备是先进驾驶辅助系统的核心，对于该公司欲成为智能电动车软件与零件的主要供应商雄心壮志来说，该款设备至关重要。
MDC 810 能让汽车制造商提供所谓的智能驾驶功能，包括在高速公路上自动驾驶、帮助驾驶在交通壅堵中行驶，类似特斯拉 (TSLA-US) 的 Autopilot。
MDC 810 生产受阻之际，华为正在寻求其成立四年、计划分拆的智能汽车解决方案 (IAS) 业务部门争取更多投资人。长安汽车表示，打算持有分拆后的新公司最多 40% 的股份。截稿前，奇瑞汽车与赛力斯并未回应置评请求，而长安汽车将置评请求转给其 Avatr 部门，但也没有回应。
据了解，受影响的三款车型是去年第四季推出，为长安汽车的 Avatr 12、奇瑞汽车的 Luxeed S7 以及问界AITO M9 SUV。
其中 Avatr 12 售价为人民币 30.08 万元，订单已超过 2 万份，Avatr 副总裁李鹏程曾在上周的一次活动上表示关键零组件供应方面面临挑战，可能导致交车时间平均延迟两周，不过当时他并未提及华为。
Luxeed S7 的订单也达到 2 万份，该公司本月表示，倘若买家无法按公司承诺提取新车，将能获得最高人民币 1 万元的赔偿，该款车售价为人民币 24.98 万元。
至于赛力斯在去年 12 月推出的 Aito M9 SUV 原本预计在 1 月 26 日之前向买家交付首批 2,000 辆电动车，但却未能实现这一目标。该款车售价为人民币 46.98 万元。
此外，北汽集团 1958-HK)旗下北汽蓝谷 (Bluepark New Energy Technology)(600733-CN) 电动车品牌 ARCFOX 推出的 Alpha S 也是使用华为的 MDC 810，而之前的 MDC 810 短缺也曾影响 Alpha S 生产。对此，北汽蓝谷没有立即回应置评请求。
Huawei's automotive computing equipment production is rumored to have problems, leading to delays in the delivery of flagship electric vehicles for some Chinese automakers
Some Chinese automakers have been forced to delay deliveries of flagship models due to production problems with a computing device from technology giant Huawei, people familiar with the matter reported. It is reported that Changan Automobile and Chery Automobile, two companies that cooperate with Huawei to develop high-end electric vehicles, have lodged complaints and are negotiating to resolve the issues. The smaller car manufacturer Thales is also affected.
The production issues are related to a shortage of one component of the MDC 810, people familiar with the matter said. The report pointed out that Huawei produces a computing device called "MDC 810" that is the core of advanced driver assistance systems and is crucial to the company's ambition to become a major supplier of smart electric vehicle software and components.
The MDC 810 allows automakers to offer so-called smart driving features, including autonomous driving on highways and helping drivers navigate traffic jams, similar to Tesla's (TSLA-US) Autopilot.
The disruption to MDC 810 production comes as Huawei seeks to secure more investors for its four-year-old Intelligent Automotive Solutions (IAS) business unit, which it plans to spin off. Changan Automobile said it intends to hold up to 40% of the new company after the spin-off. Chery Automobile and Thalys did not respond to requests for comment by deadline, while Changan Automobile referred requests for comment to its Avatr unit, which also did not respond.
It is understood that the three affected models were launched in the fourth quarter of last year and are Changan Automobile's Avatr 12, Chery Automobile's Luxeed S7 and Wenjie AITO M9 SUV.
Among them, Avatr 12 is priced at RMB 300,800, and orders have exceeded 20,000. Avatr Vice President Li Pengcheng said at an event last week that there are challenges in the supply of key components, which may lead to an average delay of two weeks in delivery time. However, He did not mention Huawei at the time.
Orders for the Luxeed S7 have also reached 20,000. The company said this month that if buyers cannot take delivery of the new car as promised by the company, they will receive compensation of up to 10,000 yuan. The car is priced at 249,800 yuan.
As for the Aito M9 SUV, which Thalys launched in December, it was originally expected to deliver the first 2,000 electric vehicles to buyers by January 26, but failed to meet that goal. The car is priced at RMB 469,800.
In addition, the Alpha S launched by BAIC Bluepark New Energy Technology (600733-CN) electric vehicle brand ARCFOX, a subsidiary of BAIC Group (1958-HK), also uses Huawei's MDC 810. The previous shortage of MDC 810 also affected Alpha S production. . BAIC Blue Valley did not immediately respond to a request for comment.
Just a regurgitation of the reuters article
byd sales breakdown
wuling sales as well Zeekr
HW vs Li auto, the battle that's been raging for a couple of months now
wuling sales as well Zeekr
HW vs Li auto, the battle that's been raging for a couple of months now