New Energy Vehicles (NEVs) in China

tphuang

tphuang

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wait, is that CNC machine made by Kede or someone else?

Anyhow, BYD continues to make progress in Brazil

first it is building a new recharge network along with Shell

https://twitter.com/i/web/status/1772794694344327605

secondly, it brought a few 2024 version of Tang EV to Brazil, even when it hasn't been launched in China. Should be busy in Q2 for BYD in Latin America since I expect Destroyer 05 to also be launched as King DM-i

https://twitter.com/i/web/status/1772796922174067126

Finally, it looks like BYD will be expanding its battery operation in Manaus and making heavy vehicle batteries (i assuming this just mean commercial vehicles)

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tankphobia

tankphobia

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tphuang said:
View attachment 127221

These are all different kind of smart forklifts/AMRs that BYD has in operation. Also the one below. they are moving pretty fast here

meh, some of my pictures are too large, but yeah. They make a lot of their own stuff. And these things are pretty advanced.
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BYD should get into construction and steelmaking too while they're at it, then they'll be truely vertically integrated from start to finish.
 
tphuang

tphuang

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tankphobia said:
BYD should get into construction and steelmaking too while they're at it, then they'll be truely vertically integrated from start to finish.
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they do have their own construction company, lol. How else can they build everything so fast. Their construction company obviously use their own construction vehicles.
 
H

henrik

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tphuang said:
they do have their own construction company, lol. How else can they build everything so fast. Their construction company obviously use their own construction vehicles.
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BYD needs to compete against Sany, xcmg, and Liugong? Maybe byd should make their glass for windows and tires as well.
 
tphuang

tphuang

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broadsword said:
Do you have their website or a link? I don't find it.
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i don't really have. Taylor Ogan told me this. There is no reason to lie about it. I'm too lazy to read through their prospectus

henrik said:
BYD needs to compete against Sany, xcmg, and Liugong? Maybe byd should make their glass for windows and tires as well.
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actually glass and tires are the only things they don't make.
They probably do compete at some level with Sany and XCMG actually. although, I wouldn't over do it if I were them, since they supply battery to XCMG now.
 
broadsword

broadsword

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tphuang said:
i don't really have. Taylor Ogan told me this. There is no reason to lie about it. I'm too lazy to read through their prospectus
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Not suggesting you lied at all. LOL. I could only find BYD Construction with a web search and it's a different company in America. BYD's wiki page has no mention of their construction business.
 
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