New Energy Vehicles (NEVs) in China

henrik said:

SAIC, FAW, GAC and BAIC are now able to make competitive gasoline vehicles. They don't have to develop anything innovative in ICE to be competitive in gasoline vehicles.

Click to expand...

none of that sold well for them. They have never been able to develop their own niche. They just got lazy for their JVs. That's all these JVs do.

Anyways, tech for market access is nothing new. Airbus built final assembly plant in China in exchange for more orders. This is normal. China is probably the best of indigenizing tech from others and it hasn't been able to surpass foreign competition where it got ToT. I don't know why we are so concerned about Americans doing so.

If you are concerned about tech transfer, please explain in detail the scenario you are concerned about.


anyways, Tesla is cutting car outputs in China


looks like AITO M9 is killing Li Auto


BYD is getting ready to launch in Vietnam

MG’s Chinese owner and Indian steelmaker JSW team up to build electric vehicles​

Joint-venture partners plan to invest $5bn by 2030 and cut costs through increased local sourcing

JSW, a family-owned conglomerate, and other Indian partners will own 51 per cent of the joint venture, which will be called JSW MG Motor India. SAIC will own 49 per cent, as it dilutes control of its Indian unit. JSW and MG told a launch event in Mumbai on Wednesday that they planned to bring out a new model every three to six months over the next three years, starting in October.

Click to expand...

Shanghai compradors never fail to disappoint, always the first to bend the knee. Why so blindly obey Indian thuggery?

coolgod said:

Please, Log in or Register to view URLs content!

MG’s Chinese owner and Indian steelmaker JSW team up to build electric vehicles​

Joint-venture partners plan to invest $5bn by 2030 and cut costs through increased local sourcing

Shanghai Compradors never fail to disappoint.

Click to expand...

this is how JVs work. You team up with a steelmaker, so they are entirely reliant on your technology. You give them less advanced tech and they keep using Chinese supply chain for critical components. For other things like structure of the car, you can source as much steel from India as you want and then claim its local. voila, makes everyone happy.

tphuang said:

this is how JVs work. You team up with a steelmaker, so they are entirely reliant on your technology. You give them less advanced tech and they keep using Chinese supply chain for critical components. For other things like structure of the car, you can source as much steel from India as you want and then claim its local. voila, makes everyone happy.

Click to expand...

You clearly missed my highlighted part, which is SAIC now has 49% control of the JV. SAIC was essentially forced by Indian government to give up the control of the JV if they wanted to thrive in India.

India is in fact more hostile to Chinese businesses than USA, and the Chinese people are rightfully pissed about it. If you don't think this change in ownership is such a big deal, then you probably think the whole Tiktok ban fiasco in US is also just a big ruse.

coolgod said:

You clearly missed my highlighted part, which is SAIC now has 49% control of the JV. SAIC was essentially forced by Indian government to give up the control of the JV if they wanted to thrive in India.

India is in fact more hostile to Chinese business than USA, and the Chinese people are rightfully pissed about it. If you don't think this change in ownership is such a big deal, then you probably think the whole Tiktok ban fiasco is also just a big ruse.

Click to expand...

India is an extremely protectionist country. I don't spend my time getting angry at this kind of things. I leave that up to geopolitical experts like yourself. But I will say that this is a EV thread. I will be deleting off topic posts. So stick on EV topic.

It's up to the automakers and Chinese business to decide how they get market access. India gov't being hostile to Chinese business is a reality. I don't see why getting angry does anything. Every business need to make the best of their situation.

looks like Deep Route is also getting Nvidia Thor for its L4 ADAS development. Looks like it does both robotaxi and logistics truck

Leapmotor to start production of small EV in Polish Stellantis plant

YangWang U8 is now available for review and testing out in Europe. should be major boost for BYD brand

Denza N7 to receive major OTA this month allowing for City NOA. And then we are going to see 2024 version come out on April 1st. N7 along with Seal EV & Tang EV/DM-p are only major models yet to have received their 2024 version from what I can see. So expect some big changes

coolgod said:

You clearly missed my highlighted part, which is SAIC now has 49% control of the JV. SAIC was essentially forced by Indian government to give up the control of the JV if they wanted to thrive in India.

India is in fact more hostile to Chinese businesses than USA, and the Chinese people are rightfully pissed about it. If you don't think this change in ownership is such a big deal, then you probably think the whole Tiktok ban fiasco in US is also just a big ruse.

Click to expand...

This is just like Leapmotor's 49% stake in a deal with Stellantis. But the Indians are most likely of stealing Chinese IP and the claiming as their own.

henrik said:

This is just like Leapmotor's 49% stake in a deal with Stellantis. But the Indians are most likely of stealing Chinese IP and the claiming as their own.

Click to expand...

then you do a better job of protecting your own secret. One common theme from people in Chinese auto industry is how tightly the Germans protected its IPs during those JVs. Everything relied on German supply chain.

It's up to the company themselves to protect their IP. If they are unable to do it, then they deserve to lose it. More importantly, those whatever IP they develop will be using Chinese supply chain. So whatever the foreign company steals will still have to use Chinese supply chain. I think sometimes ppl here look at what China was able to copy from others and think it's easy. It is really hard. There is a reason ToT/JV do exist and why they really have not hurt the one supplying IP (at least in most cases)

The one that participates in JV is likely weaker in tech so they will have a hard time copying that tech and developing local supply chain. There is a reason BYD brings its own supply chain wherever it goes. nobody can copy its stuff. It doesn't build up local companies to have their own supply chain.

And in SAIC/JSW case, does anyone really think an Indian Steelmaker has the tech basis to copy Chinese EVs?