New Energy Vehicles (NEVs) in China

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supersnoop

Major
Registered Member
quim said:
No. BYD prefers to be present in Ukraine, selling half a dozen cars, to please the West. They don't even consider selling in Russia where they could sell more than in Brazil and Europe. Some chinese are still very afraid of the West.
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You know that BYD has significant operations in the USA right? It’s the largest manufacturer of EV municipal buses (Proterra is dead) in the country and expanding operations to supply trucks, garbage trucks, and school buses. There is enough uncertainty being a Chinese company, don’t need to add Russian sanctions blowback too. As @Michael90 stated, there are shareholders to worry about.
 
supercat

supercat

Major
From January to May, China exported 870,000 new energy vehicles (more than 35% of the total export of 2.45 million vehicles), a year-on-year increase of 29%, and an annualized rate of more than 2 million. Of the top 5 destinations for Chinese NEVs, those went to UK and Belgium were more likely from Tesla. The surprise here is Philippines.
More specifically, the top five countries in terms of total new energy vehicle exports in the first five months of this year are:
  • Brazil: 130,967
  • Belgium: 115,318
  • United Kingdom: 67,956
  • Thailand: 54,744
  • Philippines: 45,115
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GAC's global car Aion V 2nd generation has a very efficient electric drive. Its industry-first fully liquid-cooled electric drive system is one of the most efficient one in the world.
The new car comes in quite a bit larger than the first generation Aion V which launched back in 2020 and it now measures in at 4605 mm long with a wheelbase of 2775 mm. It rides on the new self-developed AEP pure electric digital platform.
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are making a lot of noise about how they have maximized interior space claiming the utilization rate is up by 20% and that rear space exceed that of a BMW X5.

Partly this has been achieved through the use of an industry first fully liquid-cooled all-in-one deeply integrated electric drive which helps optimize the layout of the front cabin. Efficiency of the drive is claimed to be a world leading 90.5% with the highest drive speed in its class of 20,000 rpm.
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Q

quim

Junior Member
Registered Member
supersnoop said:
You know that BYD has significant operations in the USA right? It’s the largest manufacturer of EV municipal buses (Proterra is dead) in the country and expanding operations to supply trucks, garbage trucks, and school buses. There is enough uncertainty being a Chinese company, don’t need to add Russian sanctions blowback too. As @Michael90 stated, there are shareholders to worry about.
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Honestly, BYD's operations in Europe and in the US are insignificant for them to blindly follow Western instructions and interests.

It will be my last post on this subject so as not to divert the topic into assumptions and geopolitics, but if BYD ever grows in those countries it will receive the same treatment as Huawei anyway whether or not it sells in Russia, as the West is a highly protected market and no Chinese will be allowed to have any relevance against local companies or vassals like Japanese and coreans.

This way, I believe that BYD will only be restricted to the Chinese domestic market and half a dozen other small markets with few sales such as Brazil and Thailand, perhaps the Philippines, sharing market with Fiat, GM and Dacia Renault, and will never disturb the cartel of Western and Japanese companies in the global market.

At this rate, I think Chery, Changan and even GWM will have a greater global presence than BYD dominating anti-Western markets.
 
T

tygyg1111

Senior Member
Registered Member
quim said:
Honestly, BYD's operations in Europe and in the US are insignificant for them to blindly follow Western instructions and interests.

It will be my last post on this subject so as not to divert the topic into assumptions and geopolitics, but if BYD ever grows in those countries it will receive the same treatment as Huawei anyway whether or not it sells in Russia, as the West is a highly protected market and no Chinese will be allowed to have any relevance against local companies or vassals like Japanese and coreans.

This way, I believe that BYD will only be restricted to the Chinese domestic market and half a dozen other small markets with few sales such as Brazil and Thailand, perhaps the Philippines, sharing market with Fiat, GM and Dacia Renault, and will never disturb the cartel of Western and Japanese companies in the global market.

At this rate, I think Chery, Changan and even GWM will have a greater global presence than BYD dominating anti-Western markets.
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Without the US leading anti-BYD policy I don't think the EU will be able to launch a unified approach against it.
Hungary and other smaller euro nations will allow it (if produced from a plant somewhere in Europe / EU), it may find some degree of success in France and other 2/3rd tier car making nations (albeit with substantial tariffs), and may not pick up much in Germany due to the nationalism of consumers favoring German makes.

If Australia is taken as a test case, unless the US starts something then BYD could progress virtually unhindered to take a leading position a few years from now (as Huawei did).
 
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