Believe it or not, SAIC is doing well in Europe.
This forum's EV-equivalent to Lenovo is the seller of one of Europe's top EVs by volume (MG4)
As I said before, don't crap on them just because they are technologically uninspiring.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
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Believe it or not, SAIC is doing well in Europe.
This forum's EV-equivalent to Lenovo is the seller of one of Europe's top EVs by volume (MG4)
As I said before, don't crap on them just because they are technologically uninspiring.
It is ridiculous. Let me put it into terms people can understand: you have two kids. One of them is super bright and graduated top of the class ECE from MIT. The other is less so and graduated from USC ComSci. Basically half of the forum is advocating that we shoot the second kid for being a loser.
Does anyone realize how ridiculous that sounds?
While I agree that it's stupid to hate on Lenovo, your analogy is too hyperbolic. It would be better to say you are a teacher with many pupils, and you have been mentoring two of them for years. One of them is highly successful, while the other is mediocre. The question is whether it's worth ditching the mediocre one to start over from the beginning with a new student. Which is a big gamble and still probably not a good idea, but it's not like killing your own irreplaceable child.
I have a Li-ion starter battery in my car, got it aftermarket of course. It is soooo much lighter, also starts up faster and should last longer as well.
first batch of 9 automakers selected for L3 and connectivity pilot test program in China. No Huawei in there
BYD is really accelerating its delivery plans to Brazil to beat the EV tariff adjustment. Expecting 100k deliveries into Brazil by then
BYD is really accelerating its delivery plans to Brazil to beat the EV tariff adjustment. Expecting 100k deliveries into Brazil by then
IMO, If they have the logistics network (transport, distribution, sales, after-sales support, etc.) to support more sales then they'll price them for more sales. BYD can essentially dominate any market that they may compete fairly in, and it seems to me that they're choosing first to dominate the markets they believe they can compete fairly for the longest time (e.g. China, SEA, ME, Latin America).
BYD sales in Brazil down vs April, but still massively leads
May orders report by Carfans. BYD up to 100k orders in 1 week!
May discount rate vs MSRP from legacy JVs
Pure electric MPV registrations from past week
May orders report by Carfans. BYD up to 100k orders in 1 week!
May discount rate vs MSRP from legacy JVs
Pure electric MPV registrations from past week
Lethe
Captain
Sales of Chinese brand vehicles in Australia, plus Tesla, from Jan-May 2024, with brand rank and change YoY:
MG 20369 sales, 9th, -1%
Tesla 18433 sales, 10th, -1%
GWM 17351 sales, 11th, +27%
BYD 7805 sales, 16th, +67%
LDV 7139 sales, 19th, -16%
Chery 3216 sales, 23rd, +29%*
* Chery sales numbers are for Jan-May 2024, but the change percentage is comparing April-May 2024 with April-May 2023. Comparing the full five months is meaningless as Chery only launched in Australia in April 2023.
The simple take is that 2024 to date has been good for GWM and not so good for LDV. One would have thought that 67% sales growth would be a good result for BYD but local executives are on record as wanting to double 2023 sales this year, and to double them again next year. BEV+PHEV has yet to reach even 10% sales mix here, so expectations should be tempered accordingly.
Should Geely numbers be reported as Chinese brand vehicles also? Geely brands Volvo, Polestar and Lotus are all offered in Australia, while Zeekr and Smart are apparently on their way too. Actually, there are Chinese brands planning to launch here over the next 12-18 months. I expect that many of them will not survive.
MG 20369 sales, 9th, -1%
Tesla 18433 sales, 10th, -1%
GWM 17351 sales, 11th, +27%
BYD 7805 sales, 16th, +67%
LDV 7139 sales, 19th, -16%
Chery 3216 sales, 23rd, +29%*
* Chery sales numbers are for Jan-May 2024, but the change percentage is comparing April-May 2024 with April-May 2023. Comparing the full five months is meaningless as Chery only launched in Australia in April 2023.
The simple take is that 2024 to date has been good for GWM and not so good for LDV. One would have thought that 67% sales growth would be a good result for BYD but local executives are on record as wanting to double 2023 sales this year, and to double them again next year. BEV+PHEV has yet to reach even 10% sales mix here, so expectations should be tempered accordingly.
Should Geely numbers be reported as Chinese brand vehicles also? Geely brands Volvo, Polestar and Lotus are all offered in Australia, while Zeekr and Smart are apparently on their way too. Actually, there are Chinese brands planning to launch here over the next 12-18 months. I expect that many of them will not survive.
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IMO, if you want to go by "Brand", then Polestar and Volvo are not Chinese "Brands". However, if you count by manufacturer, then of course they are under the Geely umbrella.
Talking about BYD (not necessarily directly related to your post)
BYD PHEV sales have now eclipsed BEV sales significantly. Seems like BYD's ability to scale has allowed it to aggressively cut the price of PHEVs and sales have soared as a result.
For those in "Western" markets where it is available, Sealion 6/Seal-U is probably the most compelling BYD model.