New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
Nio ES8 has come out with a surprisingly low price of 410k with battery (still pretty high for normal people)
I think this might be another big attack on Li Auto, even Aito M8 M9 may be affected. And don't forget Aito M7 with a big redesign is coming out soon. It almost feels like everyone smells blood in the water and are all trying to kill off Li Auto
I think this might be another big attack on Li Auto, even Aito M8 M9 may be affected. And don't forget Aito M7 with a big redesign is coming out soon. It almost feels like everyone smells blood in the water and are all trying to kill off Li Auto
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PeoplesPoster
Junior Member
What happened to Li Auto for there to be blood in the water?
There was a social media trend of posting Li Auto cars parked badly (lmao). This is actually more serious than it sounds because Li Auto's greatest strength has always been positioning and targeting a certain type of owner. Now their image has exploded and people are avoiding them like the plague.
Also, their 2 BEV launches (Mega and i8) have been duds for various reasons, while their bread and butter large SUV EREVs have been getting squeezed hard by Aito, LynknCo, Onvo and now Nio
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Goddamn, Chinese brands really like ending their names with the letter O.
BYD to open a new CKD plant in Malaysia to avoid upcoming expiring of EV tariffs exemption.
Interesting. Seems BYD has slowed down due to intense competition in China, which is surprising since they looked untouchable just last year. Shows nothing is ever won until it is won. Will be interesting to see how the market pans out this coming years and who emerges as a clear winner/dominant player. Exciting times we are living in.
Chinese EV space is still too crowded with many players than needed. So many will need to die and be bought off/consolidated this coming years, it’s inevitable . Some predict that ideally China needs not more than 10 EV players at the end of the day. I believe it’s not far off from that time, as many other unprofitable and uncompetitive EV makers die and collapse or are bought off by other bigger players. Maybe by 2030 that’s the few who will survive.
BYD was the king due to its ruthless ability to scale down the cost. It is able to win price war consistently. These days CPC is limiting involution, so now BYD's advantage diminished.Interesting. Seems BYD has slowed down due to intense competition in China, which is surprising since they looked untouchable just last year. Shows nothing is ever won until it is won. Will be interesting to see how the market pans out this coming years and who emerges as a clear winner/dominant player. Exciting times we are living in.