New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
Good review video of BYD Shark vs CyberTruck and Rivian R1T
I don't know about other brands but I kinda feel like VW will be fine in China.
They'll probably see a reduced market share and reduced ASP but it will probably end up stabilising soon
They are making moves that show they are sincere in being part of the Chinese EV market (VW Anhui, setting up a EV R&D center, buying 5% of Xpeng etc).
They are also way ahead of American and Japanese carmakers in terms of EVs and do actually have sellable products like ID3, which sold over 10000 units in August. Their problems like bad software, although serious are not completely unsolvable.
They'll probably see a reduced market share and reduced ASP but it will probably end up stabilising soon
They are making moves that show they are sincere in being part of the Chinese EV market (VW Anhui, setting up a EV R&D center, buying 5% of Xpeng etc).
They are also way ahead of American and Japanese carmakers in terms of EVs and do actually have sellable products like ID3, which sold over 10000 units in August. Their problems like bad software, although serious are not completely unsolvable.
There is a difference between just hanging on versus thriving.
CPAC NEV adoption rate in China. Things really picked up this year after being kind of static for over a year.
Top 20 selling sedans in August. A lot of BYD stuff on top
Germans want to work 32 hours per week yet want to enjoy 1st world welfare with guaranteed jobs. As a result of western MSM brainwashing, western people such as Germans are never aware of the fact that their dream living style was built on top of comparative advantages. Now some of those comparative advantages are fleeting faster than their politicians dare to inform them, everyone behaves as if it was a shell shock. After that, their MSM lords tell them to blame Chinese or whoever work to beat them in their own games. But they never try to look into root causes and have their soul searching. Tariffs on Chinese EV ......
Working 32 hours a week aint a problem, automation should be able to liberate workers from the excessive working hours that began with the Industrial Revolution. Communists should support this, and should want to see it happen in China.
This is Waymo in US accroding Grok today:
This is 萝卜快跑 in China according Baidu today:
I roughly compare and come up this: on average usage if Waymo costed X dollars per mile, the same ride would cost X yuan per kilometer. Given 1mile=1.6km and population density, I would put cost per ride in USD X vs RMB X, when 1USD=7RMB. And this is the economic reality for Chinese living in China and Americans living in US. Now try to combine McDonald's index etc. into the mix ...... until comparative advantages of the two countries are canceling each other out ...... that kind of explains why US is trying all stops to maintain its comparative advantages.
This is 萝卜快跑 in China according Baidu today:
I roughly compare and come up this: on average usage if Waymo costed X dollars per mile, the same ride would cost X yuan per kilometer. Given 1mile=1.6km and population density, I would put cost per ride in USD X vs RMB X, when 1USD=7RMB. And this is the economic reality for Chinese living in China and Americans living in US. Now try to combine McDonald's index etc. into the mix ...... until comparative advantages of the two countries are canceling each other out ...... that kind of explains why US is trying all stops to maintain its comparative advantages.
You mentioned the first part, but omitted the second part "1st world welfare with guaranteed jobs". I would agree with you in that, if AI revolution is real, people should work no more than 20 hours per week without sacrificing their living standards. The problem is comparative advantages that underpin respective living standards. And Germany is finding that out in a hard way right now.
supercat
Major
Several articles about China's auto industry:
Geely's NEV divisions beat Tesla for the first time in August if I'm not mistaken.
Yuan Pro launched in Brazil. It's known as Yuan Plus in China and other countries (images of Yuan Plus below). Its starting price was $134,000 in China, and received 20,000 orders in three days when it was launched in China in March.
Geely's NEV divisions beat Tesla for the first time in August if I'm not mistaken.
Yuan Pro launched in Brazil. It's known as Yuan Plus in China and other countries (images of Yuan Plus below). Its starting price was $134,000 in China, and received 20,000 orders in three days when it was launched in China in March.