New Energy Vehicles (NEVs) in China

tphuang

tphuang

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PeoplesPoster said:
Good for BYD, but if Chinese factories are closing that means lost jobs for Chinese workers. I hope there are new opportunities for them at BYD or other domestic factories in their area.
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not really. These plants are not in the city. So people that lose jobs will have to find other jobs. At the end of the day, Chinese automakers winning in China is good for China, because all that profits and engineering salaries stay in China.

So remember this before write something like this. I really have no patience for people looking at for foreign companies.
 
tphuang

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sndef888

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Nio's Onvo L60 seems like a pretty controversial launch

A ton of obviously paid reviewers praising it and claiming it's gonna sell explosively, and also a ton of reviewers saying it's not worth it or criticising the baas model.

Some people find it repulsive how they're using obviously paid reviewers and spamming the comments to shit on it.

Dongchedi came out with a hit piece on its highway range and charging, both are worse than Model Y and G6,

Li Bin also refused to share order numbers and claimed its selling explosively, but you can kinda feel he's lying
 
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GiantPanda

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PeoplesPoster said:
Good for BYD, but if Chinese factories are closing that means lost jobs for Chinese workers. I hope there are new opportunities for them at BYD or other domestic factories in their area.
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People lose jobs in any kind of transitions but more jobs are created in the expanding market segments or sectors while dwindling in the slowing ones.

The much bigger transition is from the ongoing real estate and construction de-leveraging to high value manufacturing. The people from VW or other automotive JVs being pressured by domestic firms have a leg up in getting jobs over the construction worker.
 
tphuang

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The situation is just as bleak for Japanese automakers in China, probably worse.

https://twitter.com/i/web/status/1837575860704190852

GiantPanda said:
People lose jobs in any kind of transitions but more jobs are created in the expanding market segments or sectors while dwindling in the slowing ones.

The much bigger transition is from the ongoing real estate and construction de-leveraging to high value manufacturing. The people from VW or other automotive JVs being pressured by domestic firms have a leg up in getting jobs over the construction worker.
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no the bigger issue is who is designing vs who is making.

China cannot move up value chain while just building stuff for other people.

It can only move up value chain by designing products that it and other countries build.

For each 400k RMB BMW car sold in China, how much of that value goes to Chinese workers and how much of that profit goes to BMW and German supply chain?
 
siegecrossbow

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tphuang said:
The situation is just as bleak for Japanese automakers in China, probably worse.

https://twitter.com/i/web/status/1837575860704190852


no the bigger issue is who is designing vs who is making.

China cannot move up value chain while just building stuff for other people.

It can only move up value chain by designing products that it and other countries build.

For each 400k RMB BMW car sold in China, how much of that value goes to Chinese workers and how much of that profit goes to BMW and German supply chain?
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It will be worse for the Japanese auto makers because they stubbornly cling to traditional gasoline auto tech. Even though the Germans are late to the game they are doing whatever they can to improve their EV tech, sometimes partnering with Chinese firms to do so.
 
broadsword

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siegecrossbow said:
It will be worse for the Japanese auto makers because they stubbornly cling to traditional gasoline auto tech. Even though the Germans are late to the game they are doing whatever they can to improve their EV tech, sometimes partnering with Chinese firms to do so.
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I think they, especially Toyota, are putting their money on hybrid pending the commercialization of solid batteries. Maybe, even their hybrids are not doing well enough in China.
 
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