New Energy Vehicles (NEVs) in China

phrozenflame said:

Toyota is giving me Nokia vibes after iphone was launched.

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Nokia made some fantastic post-iPhone phones. The Windows Phone era Lumia 800 (2011) and 925 (2013) are probably my personal favourite phones.

tankphobia said:

Honestly, utterly bizarre that Toyota is happy with having rav4s on 12 month+ wait basically since the pandemic. They had all this time to scale up production and they just sat on their hands.

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I guess Toyota saw the pandemic as a significant but nonetheless transitory bump. From the perspective of an actual or prospective customer, the extended wait times obviously suck, but nonetheless those wait times have come down a lot since their peak and Toyota did set a new sales record last Japanese financial year of 10.3 million units, so it doesn't seem to be hurting them at the corporate level, while the broader question for Toyota going forward is if they are moving fast enough to embrace greater levels of electrification. Doubling down on an existing model, potentially at the cost reducing production elsewhere or delaying some future project, doesn't exactly address that concern.

Trying to keep this vaguely on topic: most PHEVs, like most EVs, lack a spare tyre, so Sealion 6 isn't exactly an outlier in that regard. But the RAV4 PHEV (which is not available here) has one, so it's clearly doable.

Jiang ZeminFanboy said:

Tesla fault, they should have launched new models or faster do the refresh of current models, or the best do both. But they did nothing, Elon clowning on twitter.

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Tesla is a US company, but quite frankly it’d be more accurate to say they’re a non-Chinese car company.

Nobody outside of China innovates, redesigns, refreshes, or creates new models at a speed that Chinese manufacturers do. As an observer, the speed at which the market in China moves is utterly baffling to me.

I had a look at Sealion 6 (i.e. Song Plus DM-i) in person today, apparently the only one in the state at the moment. Of the four vehicles that BYD now offers in Australia, Sealion 6 has the most pleasing interior. It is more subdued than BYD's other vehicles, lacking some of the more aggressive, over-styled elements found in Atto 3. Even the design of the steering wheel is a pleasant improvement. And yet, there is still a clear sense of design throughout the Sealion 6 cabin, it is not bland or boring like MG 4. It strikes a good balance.

PHEV hasn't really taken off here to date, I think in part because the price premium has typically placed it closer to EV than to ICE or lesser hybrids, but I think it has a lot of potential and Sealion 6 is going to test that because it is coming in at a price point (AUD $52k for FWD, 56k for AWD) that has it competing directly with upper trims of popular ICE and hybrid SUVs like RAV4, CX-5, X-Trail, Sportage. Looking at PHEVs, the closest match for Sealion 6 currently on the market is the PHEV variant of Mitsubishi's Outlander. The cheapest variant of that vehicle is $62k, but to compete on features with Sealion 6 is $70k. After recent price cuts, Tesla Model Y is $56k here for base RWD and $70k for AWD. The value proposition for Sealion 6 is scarily good and I think it is going to make some waves here.

The chips being used on Chinese LIADR and inverter/converter are still mostly foreign made

In the car industry in 2023, the EU ran a massive trade surplus with China and a massive trade deficit with Japan.

"Overcapacity" is a fake concept. But going by the Anglo media's definition - it looks like Japan, Mexico, and Korea have substantial overcapacity with the EU. Meanwhile the EU has substantial overcapacity with China.

Why doesn't the EU put tariffs on Japan because of its "overcapacity"?

Again, really hope people spread the word that the EU has a massive trade surplus with China in the car industry.

Hopefully some SDF users can use Eurostat themselves to show the world the massive amounts of money the EU makes from the car trade with China.

Getting this data from Eurostat:

Eurostat is a pretty tough and tricky website to use. Anyways, here's this data was obtained. Maybe experienced users can do things in a better way.

PART 1 -

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Go to .

Click "Available datasets" => "INTERNATIONAL TRADE" => "EU trade since 2002 by SITC (DS-059331)" => "New query."

PART 2 -

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There will be a page with six tables: "REPORTER," "PARTNER," "PRODUCT," "FLOW," "PERIOD," and "INDICATORS."

Click the plus button above all six tables to present all the options. To remove options, highlight unwanted options and then do "Shift + Double-Click".

If you make a mistake, you can click the plus button again to present all the options. (Hopefully this isn't confusing, because it took forever to figure this out.)

Select these options.


Finally, click "2.Layout Selection."

PART 3 -

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Select the layouts as below. This is probably extremely confusing, so please refer to the picture.

All the "Format #X" should be "Labels."


PART 4
Click "Finish."

PART 5 -

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You will probably get a really horrible picture that makes no sense, .

To improve it, click "Chart" => "Vertical Bar Chart" => "Refresh". Then click "Spreadsheet," .

You now hopefully have a bad but usable picture that kind of makes sense, as shown in the attached picture.

SAIC will build a solid-state battery next year and start mass production in 2026. They also claim that their production cost will be 40% less than conventional batteries.

SAIC will complete the construction of its first production line for solid-state batteries next year and kick off mass production the following year, the Shanghai-based company said in a new strategic plan released on May 24.

SAIC’s solid-state batteries will have an energy density of over 400 watt-hours per kilogram and a capacity of more than 75 ampere-hours. They will not be ignited or explode if pierced by steel needles or in temperatures of over 200 degrees Celsius. Moreover, their production cost is about 40 percent cheaper than that of non-solid-state batteries.

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Today's scary story about Chinese EVs: the Electric Viking thinks that Chinese made EVs are actually 50% cheaper than European ones.

Unbelievable stuff here from byd with dm 5.0
2500 km range on qin l and seal 06
They need to get this tech rolled out across the fleet asap

Biggest news of May just came lol

Qin L DMI and Seal 06 DMI 80km base version for just 9.98w (!!!)

Game breaking price. This is an almost Camry size car with world leading technology and fuel consumption, selling cheaper than a Corolla.



Funnily the price was leaked earlier in the day and a ton of people were saying they would eat the car if it was really 9.98w

World's 1st wind tunnel laboratory integrating aerodynamics, aeroacoustics, and thermodynamics was launched in S China's Guangzhou for full-sized vehicle testing. Its fan system, with a max power of 2,200 kW, can generate wind at 200±0.5 km/h and maintain high control precision..




Source-