New Energy Vehicles (NEVs) in China

AndrewS said:

Also remember that Toyota is the head of the Japanese Auto Industry Body.
And guess who advises the government on Auto policy?

Traditionally Honda is/was known as an combustion engine company.

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Yes, Toyota is the undisputed heavyweight also owning equity in Subaru, Isuzu, Mazda, Suzuki, etc. However not the entire Japanese industry was following them.

Nissan was notably producing the Leaf, and currently has the popular JDM Sakura and Ariya internationally. Their partner Mitsubishi had the i-MiEV and currently has the fairly popular (by their low standards) Outlander PHEV in North America. Their slow ramp up is partially due to the cost to manufacture the batteries in house and ultimately selling their facilities to Chinese wind turbine company Envision (Note that the Outlander did not use AESC batteries).

Any my point about Honda, even though they are known for ICE, they still hedged their bet (although hitched onto the wrong horse).

tphuang said:

https://twitter.com/i/web/status/1777151776195756377

From the 45th Bangkok international motor show. Denza D9 got a lot more orders than I expected.

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Surprising you didn't cover the Geneva show February.

Denza D9, N7, and Yangwang U8 were both shown there. None of them are likely to be sold in the near term outside of Asia, but Geneva is a significant show for the Lux market, so BYD is showing no fear going toe to toe with Europe's fanciest.


Also confirmed was the IM line being sold in Europe, though there are conflicting reports of whether they will be badged as IM or MG. SAIC was also gearing up for the imminent release of the MG Cyberster which carries some heavy expectations.

supersnoop said:

Surprising you didn't cover the Geneva show February.

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I can only cover so many news per day on twitter account. I have a job. And actually, I did talk about BYD at Geneva.

Deepway, the BEV HDT producer has now delivered 700 of those trucks and have order for over 2000. Big jump over last year.


FAW Fudi has come out with their first PA75 battery for Hongqi platform


IM Motors unveils L6 sedan

Seagull has now launched in Uruguay and Chile this past week. After launching in Brazil and Mexico last month. They really need to get more shipping capacity into play here. Too much demand and not enough shipping. It will still take some time for the factory in Brazil to get going


BYD now has completed phase 1 of NEV parts expansion in Xian


phase 2 is coming.

Many companies are still working on ice engine tech. PHEV might be a long term trend. GAC just achieved 46% thermal efficiency

1 supercharging station every 500m in Futian district of Shenzhen, mind boggling to think about

tphuang said:

1 supercharging station every 500m in Futian district of Shenzhen, mind boggling to think about

https://twitter.com/i/web/status/1777518421040635925

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I wonder what the math looks like for building out electrical grids in the developing world. Is it practical to offer a package deal for grid+EVs?

BYD has put Destroyer 05 on pre-sale in Mexico now as King DM-i


It will globally unveil UTE for the first in Mexico as BYD Shark

Time to put these mofos on the entity list.