New Energy Vehicles (NEVs) in China

bd popeye

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The 3 millionth vehicle produced by Tesla Gigafactory Shanghai rolls off the assembly line in Shanghai, east China, Oct. 11, 2024. The 3 millionth vehicle produced by Tesla Gigafactory Shanghai rolled off the assembly line on Friday, reaching a new milestone amid the U.S. company's commitment to developing along with China's new energy sector.(Xinhua)

SHANGHAI, Oct. 11 (Xinhua) -- The 3 millionth vehicle produced by Tesla Gigafactory Shanghai rolled off the assembly line on Friday, reaching a new milestone amid the U.S. company's commitment to developing along with China's new energy sector.

The vehicle, a fully electric Model Y, drove off the assembly line at 6 p.m., the company said.

Tesla's Shanghai plant, the carmaker's first gigafactory outside the United States, began construction in January 2019, and turned out the first vehicle in December of that year.

The Shanghai factory produced its first 1 million cars in over 30 months, while it took about 13 months for the output to climb from 2 million to 3 million, according to the company.

The first three quarters of this year saw the Shanghai factory deliver 675,000 vehicles, accounting for over half of the company's global deliveries during the period, Tesla said.

One third of the 3 million vehicles produced by the factory have been sold to markets outside the Chinese mainland, including Europe and Asia-Pacific countries, it said.

In May, the U.S. company broke ground on a mega factory in Shanghai to manufacture its energy-storage batteries Megapacks. The new factory is expected to start operation in the first quarter of next year.
 

iewgnem

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When we talk about EV adoption, we typically focus on sticker price and features of the car. Those are important, but charging is also very fundamental. China seems to have done very well on charging, in terms of price and convenience.

Laggards in charging will see their EV adoption hit a natural ceiling until they fix it. I do wonder how nationally representative Guangzhou is, though I suspect the national median is not too far off.
Both electricity and gas prices in China are set by SOEs, so long as central government wants it to be cheaper than filling up, it will be cheaper than filling up no matter if you're in Guangzhou or Beijing

Most of China's vast solar capacity are out west and need to be sent to Guangzhou via UHV transmission, so raw electricity cost would arguably on the expensive side in Guangzhou.
 

tankphobia

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View attachment 137195

When we talk about EV adoption, we typically focus on sticker price and features of the car. Those are important, but charging is also very fundamental. China seems to have done very well on charging, in terms of price and convenience.

Laggards in charging will see their EV adoption hit a natural ceiling until they fix it. I do wonder how nationally representative Guangzhou is, though I suspect the national median is not too far off.
What is considered "Fast charging" in this context? since standard/capability differ greatly between countries, the graph didn't really specify.

Electricity price is dirt-cheap in China compared to a lot of western nations, charging an EV only being half the price of gasoline doesn't seem righta. A big selling point for EVs for normal folk was that recharging was to be substantially cheaper than gas, is there a huge premium on charger electricity?
 

tphuang

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a little more about BYD commercial vehicle battery division.

Just 850MWh supplied to commercial vehicles in first 8 months.

T5EV has energy consumption rate of 30kWh per 100 km

弗迪电池商用车动力电池作为核心业务板块,迅速构建了全面的产品应用矩阵,覆盖新能源微卡/微面、轻卡、中重型卡车、客车、工程机械、船舶、农机及特种车等多个领域,针对不同车型、不同场景,提供快充、长寿命、中置、低地板等客制化动力电池解决方案。特别是在新能源物流车领域,弗迪电池推出了10-50kWh、10-60kWh、60-100kWh、80-160kWh不同电量段的产品,满足城市物流配送的多样化需求。
Their battery product can be used in micro trucks, vans, light trucks, medium to heavy trucks, coaches, engineering machines, shipping, agricultural vehicles and other special vehicles.
 

taxiya

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Not really sure how they calculate the fast charging to gasoline cost ratio.
The foot note assumes 0.18kwh/km in which is 18kwh/100km in EV compared to 5.7L/100km in gasoline car, then you got the price comparison. I don't think fast or non-fast charging matters because in many countries, EV charging has fixed price regardless charging station type.
 

taxiya

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What is considered "Fast charging" in this context? since standard/capability differ greatly between countries, the graph didn't really specify.
Doesn't matter, the comparisoin is kwh per unit range vs. L per unit range.
Electricity price is dirt-cheap in China compared to a lot of western nations, charging an EV only being half the price of gasoline doesn't seem righta. A big selling point for EVs for normal folk was that recharging was to be substantially cheaper than gas, is there a huge premium on charger electricity?
Of course, electricity prices vary depending on who is using it for what purpose. I believe that is true everywhere, at least I know in China. Household electricity has highest priority therefor lowest price compared to office and factory. Also charging stations need to pay off their initial investment, they can not charge the price they get from the power grid. National grid has to reserve portion of power for various customers therefor putting limit on how much who can draw from the grid at any giving moment. So you see cheaper electricity at home than elsewhere.
 
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