New Energy Vehicles (NEVs) in China

tphuang

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full December breakdown for BYD here

As I said in there, some models clearly stand out as having longer backlogs and demand than other ones. Song family will hit 100k a month sometime in 2023. Yuan family will hit 50k a month sometime and possibly even more. Both Dolphin and Seal should see plenty more demand. I'm not sure the rationale for frigate 07 and destroyer 05. Seems like mistakes in their strategy unless they want to get rid of dynasty series in a few years. Other than that, I think Tang series will continue to gain more sales.

To me, Qin family will continue to loose out as Sea Gull and Dolphin ramp up.
 

sndef888

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Unlikely. Guided(rail) systems' advantages will remain all the same, otherwise they could've already been replaced by things like separated bus lines.
They'll become cheaper still, but they always were cheaper(and worse),
Sorry I should've made it clearer, I was referring to those small capacity systems serving places like large neighbourhoods / between airport terminals / old city centers etc, not cross city lines

In a lot of these cases it's such a waste of time because you have to go up to the at-grade station, wait a couple minutes for low-frequency train only to take 1 or 2 stops. Depending on your luck sometimes it's even faster to walk instead.

Instead of this, a high frequency automated bus at ground level would be much better. If the roads are well designed it can give you almost the same capacity as light rail without needing expensive rail construction or a large centralised bus interchange for drivers with complicated shifts
 
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Strangelove

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Tom Zhu's role expands to cover Tesla's North American and European sales operations, reports say​


January 3, 2023 11:23 GMT+8

Tesla China chief Tom Zhu has reportedly been promoted to run the electric vehicle maker's US assembly plants as well as sales operations in North America and Europe.
Tom Zhu's role expands to cover Tesla's North American and European sales operations, reports say-CnEVPost

(File photo shows Tom Zhu interviewed by Chinese media.)

The role of
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's (NASDAQ: TSLA) top executive in China has further expanded with his promotion at the electric car giant.
Tesla China chief
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has been promoted to head the electric vehicle maker's US assembly plants as well as sales operations in North America and Europe,
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said today, citing an internal posting of reporting lines.

Zhu's title remains unchanged and, as of Tuesday, he also retains his duties as Tesla's top executive responsible for sales in China and the rest of Asia, according to the report.

The move makes Zhu the highest-profile Tesla executive since Elon Musk, with oversight for deliveries in all of its major markets and all of its production outside the still-ramping Tesla plant in Germany, the report noted.

Earlier today,
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first reported a similar development, saying Zhu had taken over sales, service and delivery responsibilities for Tesla in North America.

Zhu's official title now remains Tesla's vice president for Asia Pacific, but has now been added to the North American sales, service and delivery organizational chart, Electrek said, citing people familiar with the matter.

Troy Jones, Tesla's vice president of North American sales and service, who has been with Tesla for 12 years, now reports directly to Zhu, according to the report.

Zhu joined Tesla in April 2014 as director of the EV maker's Supercharger program in China. In July 2019, he was mentioned in media reports in his position as Tesla's global vice president and president of the Greater China region.

On December 8, Chinese media outlet Ping West, citing unnamed sources, said Musk had finalized the decision
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as CEO of the EV maker.

Zhu's CEO role would be global, but the scope of responsibilities would likely be limited to Tesla's automotive business and not include self-driving and robotics programs, the report said.

Zhu is extremely close to Musk in some key traits -- near 24-hour focus, little personal life and strict with employees, the report said.

In March and April, Giga Shanghai was briefly shut down because of a Covid lockdown. Zhu had lived in the factory for two months during the early stages of the plant's resumption of production, bringing about a recovery and growth in Tesla China's capacity, according to the report.

This practice is similar to how Musk used to sleep in Fremont's Gigafactory for Tesla's sedan deliveries and how he often slept in the social media company's headquarters office after acquiring Twitter, the report said.

Also on December 8, Bloomberg
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that Musk had appointed Zhu to help run Tesla's newest factory in Austin, Texas.
On December 27,
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that Tesla's operating entity in China saw a change in legal representative, signaling a possible change in Zhu's role.

Zhu is no longer the legal representative of Tesla Shanghai Co Ltd, and the position is being filled by Wang Hao, information from data provider Qichacha shows.

Zhu remains chairman of the company, and Wang is Tesla's general manager for China.
 

tphuang

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BYD news from today
150k are expected to pass through this Shenzhen port in 2023 for export.

just got more land around Shenshan for further expansion. This base will be huge.

won some kind of car of year in Israel with Atto 3.

some production rate at various plant. Keep in mind that January will likely see production drop due to COVID surge and Chinese New Year, but we might finally start to get passed COVID related production issues in February.
 
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