New Energy Vehicles (NEVs) in China

ASEAN countries is heavily dominated by Japanese auto, but I think BYD will change that over the next few years. Just need to build up their local brand, dealership and plants. Especially in Thailand & Indonesia. Just think what having Chinese cars everywhere will do to China's soft power


BYD continuing to sell well in Israel. Now up to 8.3% in overall market share there

Video on XCMG's electric front end loaders with models now at 8 tons, these machines are apparently some 20% more efficient than an equivalent diesel machine. Their market share tripling annually over the past three years.

byd to come out with DM 5.0 and E 4.0 this year bringing significant energy efficiency, cost and space improvements

Jac launching very cheap electric light truck


Song l with huge sales numbers in first 3 months


Seagull is really safe


Li auto has struggled so far with mega. Most new orders are discounted suvs

Very cute delivery truck that’s completely autonomous and likely electric in shenzhen

BYD is looking for a site in Mexico's Jalisco state to build a EV factory.

Chinese automakers can break into European and US markets by using contract manufacturers. And there are such manufacturers who are willing to work with Chinese manufacturers.

Valmet Automotive CEO: Contract manufacturing an option for Chinese brands looking to enter N. America, Europe​

Pasi Rannus, CEO of Finnish contract manufacturer Valmet Automotive, says Chinese automakers are exploring ways to enter U.S. and Europe.

Click to expand...

Because of the Chinese New Year, it doesn't make much sense to look at the data from China for January and February separately.

The China Association of Automobile Manufacturers says combined unit sales for January and February were up 11.1 percent from the same period in 2023.

The association says sales of new energy vehicles, including electric models, jumped 29.4 percent year-on-year. The category accounted for 30 percent of the total.

Click to expand...

they've developed prototype 80 kg liquid H2 tank that by my calculation is sufficient for long range trucking

BYD launched Song+, Qin+ & Seal in UAE. 5 in total there now

Nev penetration now at 48% this week in China. All time high


Byd eradicating Japanese ice from china

Mercedes boss (and fellow Swede) is now publicly going on the offensive.


Demagogues will use the fact that Chinese state-owned companies own nearly 20% of Mercedes as an argument against him, but I don't think he is alone in his skepticism. Porsche has also been vocal against tariffs. There seems to be a split between French firms (who have negligent presence in China) and German ones. Generally speaking, when Germany and France are at loggerheads, typically Germany have their way in the EU. But it's too early to celebrate.

There is tremendous pressure from the US too for the EU to go onto some kind of economic war with China. I repeat what I've said before: protectionism rarely works in the long run. It would only subsidise inferior companies and this is the path the US is taking. I hope the EU doesn't follow suit.

Well, German automakers have to be vocal about this or else they will face higher tariffs.

Byd killing oppositions in several charts