New Energy Vehicles (NEVs) in China

henrik

Senior Member
Registered Member
Chery sales: 242,736

Very strong. There is now a clear big 3 chinese automakers emerging (BYD, Geely, Chery)

However, more than half of the volume is exported. And out of the 242,736, only 71,218 are NEVs.

This tells me Chery still does not have a strong position in Chinese market and they are still way behind in electrification. Whether they will stay top 3 depends whether they can successfully electrify

The export market is big enough for Chery gasoline cars, as many countries are still lagging in adopting EVs.
 

henrik

Senior Member
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Lethe

Captain
Sales of Chinese-brand vehicles in Australia, plus Tesla, for the month of August 2025, with brand rank and YoY change:

BYD 4877 sales, #6, up 141%
GWM 4488 sales, #8, up 43%
MG 3927 sales, #9, up 10%
Chery 3305 sales, #10, up 204%
Tesla 2927 sales, #13, up 22%
LDV 1247 sales, #19, up 3%

Omoda Jaecoo 500 sales, #25, NEW
Geely 401 sales, #29, NEW
JAC 137 sales, #38, NEW
Zeekr 88 sales, #41, NEW
Leapmotor 29 sales, #44, NEW
Deepal 16 sales, #48, NEW

Not reporting: Xpeng.

August 2025 was the first month in which four Chinese brands made Australia's Top 10. Over the last twelve months, BYD has dethroned Tesla as Australia's #1 NEV brand and China has surpassed Thailand as Australia's #2 source of vehicles. It remains to be seen which milestone will come next: a Chinese brand cracking Australia's Top 5, or China displacing Japan as the single-largest source of Australian vehicles.

Chery's rapid success is particularly notable given that they have now spun off Omoda Jaecoo as a separate brand.

BYD Shark 6 is still going strong at 1261 vehicles sold for the month, but it's worth noting that it actually hasn't been BYD's top-seller here these past couple of months, that honour going to Sealion 7.
 

Michael90

Junior Member
Registered Member
Chery sales: 242,736

Very strong. There is now a clear big 3 chinese automakers emerging (BYD, Geely, Chery)

However, more than half of the volume is exported. And out of the 242,736, only 71,218 are NEVs.

This tells me Chery still does not have a strong position in Chinese market and they are still way behind in electrification. Whether they will stay top 3 depends whether they can successfully electrify
Yes but NEV share of sales is increasing way faster than their ICE share. So i think they should be fine, though i think they need to accelerate even faster in NEV transition.
 
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Michael90

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Combined market share of the 4 major non-Chinese battery makers LG, SK On, Panasonic, and Samsung is 20.3% in the first 7 months of 2025, down from
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.
Is panasonic not Japanese or korean? Thought they were japanese.
Sales of Chinese-brand vehicles in Australia, plus Tesla, for the month of August 2025, with brand rank and YoY change:

BYD 4877 sales, #6, up 141%
GWM 4488 sales, #8, up 43%
MG 3927 sales, #9, up 10%
Chery 3305 sales, #10, up 204%
Tesla 2927 sales, #13, up 22%
LDV 1247 sales, #19, up 3%

Omoda Jaecoo 500 sales, #25, NEW
Geely 401 sales, #29, NEW
JAC 137 sales, #38, NEW
Zeekr 88 sales, #41, NEW
Leapmotor 29 sales, #44, NEW
Deepal 16 sales, #48, NEW

Not reporting: Xpeng.

August 2025 was the first month in which four Chinese brands made Australia's Top 10. Over the last twelve months, BYD has dethroned Tesla as Australia's #1 NEV brand and China has surpassed Thailand as Australia's #2 source of vehicles. It remains to be seen which milestone will come next: a Chinese brand cracking Australia's Top 5, or China displacing Japan as the single-largest source of Australian vehicles.

Chery's rapid success is particularly notable given that they have now spun off Omoda Jaecoo as a separate brand.

BYD Shark 6 is still going strong at 1261 vehicles sold for the month, but it's worth noting that it actually hasn't been BYD's top-seller here these past couple of months, that honour going to Sealion 7.
Wow...great come back. Im really impressed by Cherys prowess, especially outside China. They are probably the most sucessful chinese car company outside China only BYD comes close to matching or surpassing them overseas. Curiously people don't really talk about them much unlike they do with other chinese car companies like BYD, Xpeng, Xiaomi, leapmotor or even SAIC etc etc.
 

CMP

Captain
Registered Member
I know that they now have many roro ships that will have to be depreciated.
Capital equipment for manufacturing, research, development, and engineering all undergo depreciation as well. That includes any robotics used in manufacturing, which presumably there is a lot of. This stuff all typically takes 8-10 years to fully depreciate.
 

henrik

Senior Member
Registered Member
Capital equipment for manufacturing, research, development, and engineering all undergo depreciation as well. That includes any robotics used in manufacturing, which presumably there is a lot of. This stuff all typically takes 8-10 years to fully depreciate.

Buy that time you need to upgrade to newer equipment.
 
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CMP

Captain
Registered Member
Buy that time you need to upgrade to newer equipment.
I can't speak to the accuracy of that regarding the EV industry, but yes, it is not uncommon in other industries for equipment to start being replaced and decommissioned around the 6 or 7 year mark. It really depends mostly on how quickly the technology in that industry is advancing. And in other cases, how long the suppliers are willing to continue providing support for it.
 

sabiothailand

Junior Member
Registered Member
Bad news guys.
I'm not sure if I can post this here but this thread seems to be about Chinese EV so I'm speaking here.

My dad's Chinese EV Omoda C5 just broke down today. It broke down while being driven by my mom on the road. Thankfully, she was driving it on the left lane so she parked it next to the sidewalk.
The time when the vehicle broke down was during a heavy rain, although no flooding from what I saw when I got to where the Omoda was.

It has already been sent back for repair, but this incident pretty much made my dad put a break on purchasing EVs for a while. I just hope this will be the only time it broke down.
 
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