New Energy Vehicles (NEVs) in China

Oh gosh, so many news this morning. I can’t even get through half of this

Bao 5 is getting unveiled in thailand


Han 2.0 now going through testing. Has lidar. Expect launching in q4?


Latest order numbers. Byd slipped a little. I think due to backlogs


A whole bunch of interesting comments from wcf. I think he is still somewhat cautious with what he is saying


Byd batteries now being installed on sunra bikes

The BYD Han is so pretty... Wish we could get it in the states.

Foreign JV share dropping to 10%? I don't see it happening tbh. That would mean many JVs are actually destroyed, instead of just downsizing

To really destroy the larger JVs, Chinese carmakers need a full lineup that is coherent and competitive. With the exception of BYD (and maybe Changan/Chery far behind), this isn't the case with Chinese automakers. And it doesn't seem to be improving

Most Chinese car brands have at most one or two hit models, and the rest are not really competitive. This leaves a lot of room for JVs to adjust since they have a wide range of models they can choose to bring in

China Hydrogen group signed agreement for 1000 FCEVs


BYD showcasing electric forklifts


WCF comments on BYD, a lot of thoughts here, interesting stuff on AI and ADAS


40th Bangkok international motor show with many BYD vehicles

More EVs heading to Brazil. BYD is doing really well there and without launch its cheapest Seagull model. It will need to wait for more dealers and RoRo capacity before it can launch more models there. Too much potential demand and not enough logistical capacity to deliver to customers

tphuang said:

https://twitter.com/i/web/status/1773159739733500378

More EVs heading to Brazil. BYD is doing really well there and without launch its cheapest Seagull model. It will need to wait for more dealers and RoRo capacity before it can launch more models there. Too much potential demand and not enough logistical capacity to deliver to customers

Click to expand...

Is byd going to rent more RoRo capacity from hyundai glovis?

How good is the Xiaomi EV? I thought it looked really awesome. Its releasing today.

I think Xiaomi could become a big EV maker with their software tech features and premium look and feel.

tamsen_ikard said:

How good is the Xiaomi EV? I thought it looked really awesome. Its releasing today.

I think Xiaomi could become a big EV maker with their software tech features and premium look and feel.

https://twitter.com/i/web/status/1773216967534457334

Click to expand...

A lot of Chinese commentators think it will do badly because it'll be too expensive (20+w) compared to competitors like Galaxy E8 and Zeekr 007

But I think it will do well because Xiaomi has a strong brand name and good styling

An hour and a half in, Xiaomi still didn't release price yet

coolgod said:

View attachment 127309
View attachment 127310

An hour and a half in, Xiaomi still didn't release price yet

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I'm glad I didnt watch it LMAO