New Energy Vehicles (NEVs) in China

jli88

Junior Member
Registered Member
Imagine the state of US manufacturing when Boeing is on its death bed and Ford has to team up with the Chinese. This is politically not allowed, even the Chinese battery plants being built in the US are getting harassed.

For all the flaws and weaknesses of the US manufacturing industry, it should not be underestimated. US is still the 2nd largest manufacturing country in the world, and still has massive advantages in various industries:

  1. It still probably has the best overall aviation industry in the world, even with all the troubles with Boeing.
  2. It is by far the leading Space power in the world. Already 120 launches this year, and an average US launch has a higher payload capacity.
  3. It is still really really good in very high tech stuff. In some industries there is still no US substitute.
  4. At least historically US was also very good at scaling when it needed to. The number of tanks, ships, and aircrafts that US built during WW2 is mind boggling.
 

gelgoog

Lieutenant General
Registered Member
It is by far the leading Space power in the world. Already 120 launches this year, and an average US launch has a higher payload capacity.
China would have been leading were it not for SpaceX. It is just a matter of time until China makes its own RLVs.

At least historically US was also very good at scaling when it needed to. The number of tanks, ships, and aircrafts that US built during WW2 is mind boggling.
Not anymore. As can be seen by the debacle during COVID-19 where they could not manufacture masks.
 

kentchang

Junior Member
Registered Member
For all the flaws and weaknesses of the US manufacturing industry, it should not be underestimated. US is still the 2nd largest manufacturing country in the world, and still has massive advantages in various industries:

  1. It still probably has the best overall aviation industry in the world, even with all the troubles with Boeing.
  2. It is by far the leading Space power in the world. Already 120 launches this year, and an average US launch has a higher payload capacity.
  3. It is still really really good in very high tech stuff. In some industries there is still no US substitute.
  4. At least historically US was also very good at scaling when it needed to. The number of tanks, ships, and aircrafts that US built during WW2 is mind boggling.

WW2 was a long time ago. US built about 3.8 million tons of ships in the 4 years of WW2. Today, that is about one month of China's ship production. Scales changed.

Whether StarLink is viable long-term is unknown.

Taking a snapshot of today and not looking at the trend line is silly. Today Boeing is still a huge company but if 30% of its China business is gone forever, how much will Boeing shrink? Ditto for companies like Intel, Qualcomm, and Micron.

Typically an infrastructure project takes 15 years to fully realize its economic benefits. The biggest headache for the US is that China is moving too fast these days because of all the infrastructure investments China made in the last 20 years are finally paying tangible dividends. As China has not stopped such investments, situation is only getting worse for the US.
 

4Runner

Junior Member
Registered Member
Isn't Changan literally a central SOE? How is that even possible
This is a great question, and it is emblematic to the state of competition inside China. In today's China, SOE only takes its face value. There are various types of SOEs, which are basically related to the various levels of governments, including but not limited to central, provincial (including BSGS municipal governments), regional-level cities, county-level cities, etc. In general commerce, i.e. capitalism with Chinese characteristics, competition between them is normally fierce and sometimes cutthroat, for stakes are high or consequences are severe depending upon winning or losing status in the market places. Therefore, that an invested or affiliated company of Changan (itself subsidiary of a central SOE) was trying to get ahead via under-the-table deal-making does not surprises me at all. In this case, because it is auto industry and NEV business, the supervision and the investigation from the central government is swift.
 
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