New Energy Vehicles (NEVs) in China

tphuang

tphuang

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Details on Li Auto MEGA

https://twitter.com/i/web/status/1764818494204567862

BYD doing well so far in Indonesia

https://twitter.com/i/web/status/1764783183046840767

Zeekr 001 has accumulate over 10k in orders now

https://twitter.com/i/web/status/1764922324707647982

new week of registration now seeing BYD eating up market share from VW, Toyota & Honda. This is finally happening. Let's see how march and april look

https://twitter.com/i/web/status/1765009112759222776

BYD has launched in Bangladesh now

https://twitter.com/i/web/status/1764939370950472102

BYD has now launched Seal in India

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TK3600

TK3600

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supersnoop said:
It isn't artificial. Manufacturers in China are able to swallow some margin because of reduced transport costs, established dealer networks, and other similar overhead costs. They are probably also prioritizing marketshare over profits to kill off weaker competition while the market is still relatively young. Once the markets outside of China are more mature, and there is a shakeout within China, prices will come closer together.

Again, why would BYD, the number 1 manufacturer in EVs, still plan for PHEVs in China, the number 1 country in EV adoption and infrastructure, if it is "artificial"? U8, one of their most expensive cars, features a range extender engine.
Li Auto is selling premium cars, again with range extender. Neither is "gimped for low price". Clearly a wrong statement.

Range is not the only issue.
As I mentioned, charging time.
Charging availability (This is a big issue in China because home charging options are limited), is it there when you need it?
Peace of mind/Flexibility
Human laziness/forgetfulness
Click to expand...
For U8 it is different. It is clearly an adventure type of car which neccisitate accounting for extreme cases. Not relevant for 95% of population.
 
tphuang

tphuang

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Jiang ZeminFanboy said:
So EU goes for suicide, at this stage tariffs for Chinese cars are likely. In the future, less chance for Chinese cars in EU and decimation of EU brands in China?
https://twitter.com/i/web/status/1765039441440076234
Click to expand...
well, the first step for Chinese automaker is building factories in EU and localize production as much as possible. This isn't going to stop BYD expansion into Europe. They've invested too much money in it already.

But will it be a disaster for German brands? Of course, tariffs mean those German brands can't export back to Europe from China, which is terrible for their excessive capacity in China. It also makes it much harder for those high valued imports into China when China inevitably counter sanctions.

Also bad for Tesla I guess
 
tphuang

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https://twitter.com/i/web/status/1765175306850037927

Brazilian factory has started construction. Huge deal here. The investment is really big. Brazilian auto market was 2.2m in 2023 among PVs and light commercial vehicles. As Brazilian economy continue to grow and BYD lowers prices here, no reason they can't eventually find demand for more than 150k PVs per year. But it will take some time to build up production.
 
Z

zbb

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tphuang said:
well, the first step for Chinese automaker is building factories in EU and localize production as much as possible. This isn't going to stop BYD expansion into Europe. They've invested too much money in it already.

But will it be a disaster for German brands? Of course, tariffs mean those German brands can't export back to Europe from China, which is terrible for their excessive capacity in China. It also makes it much harder for those high valued imports into China when China inevitably counter sanctions.

Also bad for Tesla I guess
Click to expand...

They will likely only impose tariffs on Chinese automakers.
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European Commission investigators are to inspect Chinese automakers in the coming weeks as part of a
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into whether to impose punitive tariffs to protect European electric vehicle (EV) makers, three people involved in the process said.

The inspectors will visit BYD
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, Geely
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and SAIC
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, two sources said, with one of them saying the investigators will not visit non-Chinese brands produced in China, such as Tesla
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, Renault
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and BMW
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.
Click to expand...
 
G

gelgoog

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These people are really pathetic. Tesla was heavily subsidized with zero interest rate loans by the US government. They also get a fortune in EV credits. Car purchases were subsidized. And now's there's the Inflation Reduction Act. And yet it is only China which is supposed to be unfairly subsidizing their EVs.
 
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