New Energy Vehicles (NEVs) in China

Lethe

Captain
One thing though, Unlike Japan and Korea who tune their car suspensions to Australian and NZ driving conditions, China has yet to feel the need to do so .Most Australians and NZders preder a stiffer suspension which matches their roads and handling preferences.

It's difficult to know how important local suspension tuning really is, commercially speaking. It does seem to be consistently observed by local outlets here that Chinese vehicles are tuned more softly than we are accustomed to, with a greater emphasis on comfort at the expense of dynamics and control under more challenging conditions. Is it worth looking at? Maybe, maybe not. Probably it depends on how hard these brands really want to push for a leading position in the Australian market. Offering attractive vehicles with impressive features and technology at compelling prices will deliver a certain level of success, but to build beyond that requires consumer confidence in the brand. Conducting and marketing local suspension tuning could be one way of showing attention to detail and care for the complete customer experience. It is probably more important to sort out complicated
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that make it look like you have something to hide (BYD), not have rear wheels
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under heavy braking (GWM Tank 300), and to avoid
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that your vehicle is of "poor quality" (LDV). But something to keep in mind, nonetheless.
 
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supercat

Major
This is significant development. People of my age remember how China bent over backward for attracting German and American car companies: Jeep, VW, GM, etc. Now the table has finally turned 180 degrees. Turkey is no average developing countries. Not long ago, Turkey or Iran or likes were still despising MIC products. Now Turkey is actively courting Chinese car companies. It would be more of a running joke by calling China a developing country simply because advanced auto industry and developing country is an oxymoron.
Although it seems that China's auto industry turned the table in merely 2-3 years, it's actually the result of the endeavour of a generation. It probably started with a letter from Qian Xuesen in 1992, and the rest is history.
In 1992, a letter was delivered to then Vice Premier of China, Zhou Jiahua, suggesting that China's automotive industry should skip the gasoline and diesel stages and directly transition to the stage of new energy with less environmental pollution. The letter summarized the feasibility of using battery technology for cars and proposed that China organize efforts to leapfrog and achieve a leading position in the automotive industry.

Here is the daily scary story about Chinese EVs in the Western media.
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However, even some Western commentators start to realize the reality of the US regime's trade war against the Chinese EV supply chain.

America’s 100% tariffs on Chinese EVs: bad policy, worse leadership​

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The U.S. Should Stop Playing the Victim Over China Trade​

Washington can accept reality and shift strategies.
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Unless an efficient battery recycling ecosystem can be established, used EV batteries will cause environmental problems in 8-10 years down the line. However, large scale battery swapping can mitigate the problem significantly.
 

tphuang

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very important to consider here
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Due to incoming Brazilian and Mexican tariffs on Chinese EVs, BYD is trying to ship as many EVs to those countries as possible before July. As such, export numbers will be higher in June and then probably fall off in 2nd half of the year

Huge growth left for BYD and rest of China's auto Inc even if they have minimal presence in EU and Japan
 
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tokenanalyst

Brigadier
Registered Member
Although it seems that China's auto industry turned the table in merely 2-3 years, it's actually the result of the endeavour of a generation. It probably started with a letter from Qian Xuesen in 1992, and the rest is history.


Here is the daily scary story about Chinese EVs in the Western media.
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However, even some Western commentators start to realize the reality of the US regime's trade war against the Chinese EV supply chain.

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Unless an efficient battery recycling ecosystem can be established, used EV batteries will cause environmental problems in 8-10 years down the line. However, large scale battery swapping can mitigate the problem significantly.
The tariffs are being put there to basically save overpriced EVs. The reality is that EV in the US and the West in general are basically high price luxury cars, the lack of EV infrastructure is already dampening adoption and on top the traditional car makers are looking any excuse in the playbook to stop making EVs because is really no profitable to them. The threat that a cheap EV like the BYD one could have forced Tesla but more special traditional US car makers to produce cheaper EVs and invest more in EV infrastructure.
 

supercat

Major
The tariffs are being put there to basically save overpriced EVs. The reality is that EV in the US and the West in general are basically high price luxury cars, the lack of EV infrastructure is already dampening adoption and on top the traditional car makers are looking any excuse in the playbook to stop making EVs because is really no profitable to them. The threat that a cheap EV like the BYD one could have forced Tesla but more special traditional US car makers to produce cheaper EVs and invest more in EV infrastructure.
Here is one of the reasons why the West's EV industry can't keep up with China's.
"In January, China’s CATL, the world’s largest battery manufacturer, slashed the price of its iron-based battery cells 40% below the global industry average. Western battery industry veterans told me at the time that the price had to be a one-off promotion for CATL’s best customers. It was not possible to make money at such prices, they said.

Today, CATL is still advertising the cells at about $56 per kilowatt hour—and it’s become the going rate in China for large lithium-iron-phosphate batteries used in buildings, according to multiple firms that track battery prices, compared with $95/kWh outside China; an electric vehicle battery using LFP would be roughly $10/kWh more. And China’s most efficient battery manufacturers are making a profit on the price, with average costs of $45/kWh, according to InfoLinkConsult, a Taiwan-based renewable energy research firm.

As they did in January, many Western battery industry hands dismiss the LFP price as reflective of a brutal battery and EV price war in China, and not of the real costs of making the batteries. But they should worry: The LFP business may be evidence that the Chinese battery sector is repeating a phenomenon that has roiled industry after industry—so altering the economics of a product that most Western rivals are unable to compete, and are driven out. Cheaper than nickel-led batteries favored by major non-Chinese carmakers, LFP is the standard in China, used in the majority of Teslas, and is fast becoming more popular in the West."

American EV industry can't compete with China's despite previous government subsidies and the current IRA.

No decoupling - Audi and SAIC have formed a partnership to jointly develop EVs.
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Today's scary tale about China's EV industry - quite some coping and seething in it:
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tphuang

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Jiang ZeminFanboy

Senior Member
Registered Member
The tariffs are being put there to basically save overpriced EVs. The reality is that EV in the US and the West in general are basically high price luxury cars, the lack of EV infrastructure is already dampening adoption and on top the traditional car makers are looking any excuse in the playbook to stop making EVs because is really no profitable to them. The threat that a cheap EV like the BYD one could have forced Tesla but more special traditional US car makers to produce cheaper EVs and invest more in EV infrastructure.
Besides the infrastructure, I can say that another thing is that the electricity prices are really high now in Europe, soon the 'shields' are starting to end, and the prices will go even higher. I think in terms of cost right now driving EV is not much different than Ice cars, in China cost of driving EV is peanuts. These Polish guys live in China, they both have Chinese EV and say how cheap the driving is. One guy bought the fastest version of Xiaomi Su7
 
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