New Energy Vehicles (NEVs) in China

4Runner

4Runner

Junior Member
Registered Member
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Some interesting observations from the table:

BYD occupies 4 of top 5 ranks and 9 out of 20 ranks.

Model Y is in the sweet-spot of the Chinese car buyers: modern mid-size SUV (actually cross-over but buyers don't mind), premium brand, affordable in comparison to BBA.

AITO M9 at 14th is the only model priced around 500K.

Domestic brands count 13 while foreign brands 7.

There are 2 Toyota models (over-priced) and 1 Nissan model, but no Honda.

There 3 VW models.

There is no pickup truck in the top 20.

Mid-size sedan and SUV are the mainstream models.

Plug-in hybrids are going mainstream to replace comparable ICE models. In my projection to year 2030, all consumer cars will be NEV, and plug-in hybrid to battery-only will be 50-50 split, while China is going to dominate the global plug-in hybrid markets. And when I say plug-in hybrid, I actually mean the China approach: an actual electric vehicle with an ICE engine as range-extender.
 
SteelBird

SteelBird

Colonel
hullopilllw said:
Guess wad car I come across today...

costing 71k usd with 2.0L engine...I am not sure who is buying them...
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The huge car is disappointedly small when I see in person at its showroom in Cambodia. I expected it to be the size of a Land Cruiser LC200 but it looks even smaller than a Prado.

$71K? Where is that price? In Cambodia they ask for $105.5K. For comparison; MG RX8 Black Edition costs 51K, Ford Everest Titanium 4x4 costs 75.6K, Isuzu Mu-X 4x4 costs 65K, a second-hand Land Cruiser 2013 costs around 70K (all costs are in USD).
 
S

supersnoop

Major
Registered Member
4Runner said:
View attachment 134386
And when I say plug-in hybrid, I actually mean the China approach: an actual electric vehicle with an ICE engine as range-extender.
Click to expand...

Nearly all of BYD's PHEVs are actual hybrid drivetrains, I think U8 is the sole exception
So by the evidence of that chart, the China approach is actual hybrids

tphuang said:
collapsing JV sales in July vs a year ago. Just look at the SAIC GM and Dongfeng Honda numbers

https://twitter.com/i/web/status/1825454192552542716
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The popular conception is that the EV market had too many startups and will be consolidated, now we might be seeing a wholesale reboot of the entire Chinese auto industry. The JV structure no longer makes sense. With more bifurcation between the global market and Chinese market, what will the future look like? My guess is more licensing and localized platform sharing. Volkswagen seems to be the only one seriously trying to maintain a Chinese manufacturing presence.
 
4Runner

4Runner

Junior Member
Registered Member
supersnoop said:
Nearly all of BYD's PHEVs are actual hybrid drivetrains, I think U8 is the sole exception
So by the evidence of that chart, the China approach is actual hybrids
......
The popular conception is that the EV market had too many startups and will be consolidated, now we might be seeing a wholesale reboot of the entire Chinese auto industry. The JV structure no longer makes sense. With more bifurcation between the global market and Chinese market, what will the future look like? My guess is more licensing and localized platform sharing. Volkswagen seems to be the only one seriously trying to maintain a Chinese manufacturing presence.
Click to expand...

My observation is that China auto market is very different from US auto market.

(1) US is winner-takes-all capitalism while China is quasi-capitalism with deep localization.
Car eco-system and supply-chain is a hot area that every provincial governor is chasing. I don't see any feasibility that China would consolidate into less than 7 domestic auto brands. JVs will stay due to deep entrenched local interests. Tesla will remain the only fully-owned auto brand in China. I don't see Toyota has enough offer to get a similar deal in Shanghai as reported earlier for a Tesla-like Lexus deal.

(2) Toyota's 1st market is US. VW's 1st market is China.
Toyota cannot afford pissing of US for any perceivable reasons, while VW cannot afford losing China auto market.

(3) Outside US political echo chamber, the global auto industry is realizing how advanced China auto industry has become.
With the largest auto market and the leading EV eco-system, it is already like "if you cannot make in China auto market, your cars are not competitive enough".
 
Xiongmao

Xiongmao

Junior Member
Registered Member
supersnoop said:
Nearly all of BYD's PHEVs are actual hybrid drivetrains, I think U8 is the sole exception
So by the evidence of that chart, the China approach is actual hybrids
Click to expand...
Please could you explain to me what an actual hybrid drivetrain is? I presume that Western PHEVs have a different type of drivetrain? Thanks very much.
 
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