New Energy Vehicles (NEVs) in China

[Wrought]

Volvo—which is of course owned by Geely—managed to secure an exemption to the US ban on Chinese vehicles. Possibly (hopefully?) a sign of better things to come.

Volvo Cars has secured a specific authorization from the U.S. government to export and sell connected vehicles in the country despite its Chinese ownership, bypassing upcoming bans taking aim at Chinese- and Russian-linked automotive technologies. The landmark decision offers Volvo a vital exemption from stringent U.S. restrictions scheduled to take effect in 2027, making it the first known automaker with major Chinese backing to secure such a permit.

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[tphuang]

Seres continue to seek partners to help its brand. This time with Doubao and Volcano Engine in making a Doubao car?

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[Wrought]

CATL confirmed that 100+ obstacles in sodium battery manufacturing have been overcome, and so mass production will start later this year.

Speaking at the 2026 Equipment Powerhouse Forum, CATL Chief Scientist Wu Kai confirmed that the company has resolved the major production bottlenecks that previously prevented sodium-ion batteries from entering large-scale manufacturing. According to CATL executives, engineers overcame several key challenges, including moisture control, hard carbon gas generation, aluminum foil bonding issues, and the mass production of self-generating anodes. The company says it addressed more than 100 separate engineering obstacles during development.

The progress follows years of investment in the technology. Chinese media reports

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(approximately $1.45 billion) into sodium-ion battery research and development. With manufacturing now ready to scale, the company plans to begin mass production during the fourth quarter of 2026.

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[shiftenter]

BYD sales in April ranking 3rd in the South Korean imported car market, surpassing Japanese cars for the first time

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Notably, with just the single brand BYD, China exceeded Japan's total sales of Lexus, Toyota, and Honda combined.

In the same month, new registrations by brand were: BYD 2,023, Lexus 1,079, Toyota 829, and Honda 66.

 

[siegecrossbow]

A Zeekr 007 in Kiev survived being struck by a Russian missile.

 

[supercat]

In the first 4 months of 2026, Chinese battery makers' global market share is 72.2%.

https://twitter.com/i/web/status/2061652760429510729

From Nikkei Asia:

China's BYD, SAIC Motor eye EVs with all-solid-state batteries in 2027​

Companies leverage market scale, semi-solid technology in quest for dominance

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[tphuang]

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In South Korea, it now imports more Chinese than Japanese vehicles.

 

[Michael90]

BYD sales in April ranking 3rd in the South Korean imported car market, surpassing Japanese cars for the first time

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Wow…how come Japanese car brands sales are so low and weak in South Korea? While having meaningful sales in mich of Asia, China and even the world. Is there a particular reason they are have not been successful in South Korea much?
for example Toyota still hasn’t lost much market share in China (they have even slightly increased their market share) even compared to German brands for example, but they never did as well in Korea.

 

[vincent]

Wow….how come Japanese brands are so low/weak in Korea? Meanwhile they

Wow…how come Japanese car brands sales are so low and weak in South Korea? While having meaningful sales in mich of Asia, China and even the world. Is there a particular reason they are have not been successful in South Korea much?
for example Toyota still hasn’t lost much market share in China (they have even slightly increased their market share) even compared to German brands for example, but they never did as well in Korea.

Because Koreans are very nationalistic.

 

[supersnoop]

A Zeekr 007 in Kiev survived being struck by a Russian missile.

View attachment 175973

It’s funny how despite the war and claims of “China supporting Russia”, the Ukrainian-Chinese trading is still quite robust. The number of Chinese unofficial EV imports is high enough that they are installing GB/T (China standard) fast chargers.

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