New Energy Vehicles (NEVs) in China

[Overbom]

Was this reported before? FT so take it with a grain mountain of salt.

Please, Log in or Register to view URLs content!

China’s battery king faces scrutiny over EV market dominance​

However, last month, a rare direct intervention by Xi led to Beijing’s regulators firing a warning at CATL to rein in the pace of expansion.

In early March, Xi told Zeng himself at a meeting of business leaders in Beijing he was both “pleased and concerned” by CATL’s dominance.

The Chinese leader pointed to the risk of overexpansion and the potential for a boom and bust cycle — which has befallen some fast-growing Chinese industries, including property and solar.

Xi “stressed that authorities should introduce industry policies and advance the development of industries in a steady and prudent manner”, state media reported.

Days after the meeting, the China Securities Regulatory Commission (CSRC), the country’s top market watchdog, issued window guidance — the industry term for informal instructions — for CATL to downsize to $1bn or less its plan to raise $5bn via a Swiss secondary listing, two bankers familiar with the matter told the Financial Times. The guidance prompted CATL to pause the listing, one of the bankers said.

 

[tphuang]

CATL news is no big deal

https://twitter.com/i/web/status/1643225801314254850

https://twitter.com/i/web/status/1643224236184485895

fast chargers getting unveiled. 500kW from NIO and 600kW from Huawei. That's going to really improve the charging experience

 

[broadsword]

Come on, hit 1MW asap before other countries do.

 

[tphuang]

https://twitter.com/i/web/status/1643256351106236416

Bangkok motor show was a success for China EV Inc. capturing 92% of all EV orders and EV moved back 20% of all orders. As ASEAN countries move to EVs, China will be the big winner. Japan & Korea will be the big losers

 

[sndef888]

800V + 500kw fast charger seems to be the future

I think battery size will matter a lot less once this becomes standard, since everyone can just charge from 0-100 in almost the same time as filling up t a gas station

 

[supercat]

From BYD sales numbers so far, it seems like sales will be closer to the 3 million base target rather than the 3.6 million upper target.

The sales volume predicted by Wang Chuanfu himself!
【比亚迪23年目标300万辆起，预计达360万（不含出口约30万辆）-哔哩哔哩】

Please, Log in or Register to view URLs content!

BYD did not include the estimated 300,000 oversea sales in its annual target. If you add that, they can probably sell more than 3 million.

I don't get the point of E2 to be honest

Rumor has it that Tesla wants to sell some cheap model(s) to bring up its annual sales to 4 million. BYD needs to sell tons of E2 and seagulls to keep up the pace, although BYD probably can ramp up production much quickly than Tesla.

Please, Log in or Register to view URLs content!

While Europe/USA/Japan are trying to scramble for Lithium, China's already laying the groundwork for the next stage.

Meanwhile Toyota is one year away from the mass production of solid-state batteries, and will always be.

This is not imaginable even 2 years ago.

 

[tphuang]

800V + 500kw fast charger seems to be the future

I think battery size will matter a lot less once this becomes standard, since everyone can just charge from 0-100 in almost the same time as filling up t a gas station

keep in mind that sodium and solid state battery have properties that allow faster charging. So once we get to that point, you can charge faster and your batteries can last longer. At which point, I don't get the purpose of NIO's battery replacement program.

 

[siegecrossbow]

https://twitter.com/i/web/status/1643256351106236416

Bangkok motor show was a success for China EV Inc. capturing 92% of all EV orders and EV moved back 20% of all orders. As ASEAN countries move to EVs, China will be the big winner. Japan & Korea will be the big losers

All the Japanese, European, and German EVs combined can't beat Funky Cat LMAO.

 

[tphuang]

https://twitter.com/i/web/status/1643559642855792641

BYD forms JV with XCMG. They have a new battery plant under construction in Xuzhou for commercial vehicles.

https://twitter.com/i/web/status/1643558809586085888

LiAuto is clearly the strongest of the non-BYD NEV companies. Their cars are winning an increasingly high share of luxury market.

 

[luminary]

keep in mind that sodium and solid state battery have properties that allow faster charging. So once we get to that point, you can charge faster and your batteries can last longer. At which point, I don't get the purpose of NIO's battery replacement program.

Don't know if this was a serious question or I'm misunderstanding. It's not about speed, it's about the system. Battery swap has variety of uses:

• Data collection on driver use habits, field wear and tear -> supports battery research, design optimization.
• Subscription business model and easy battery upgrades.
• More convenient for customers to recycle their batteries, also enables them to drive the same car longer.

Just off the top of my head. Design philosophy when you have dense group of users is always to centralize for efficiency. Chargers don't have to replace battery swap, or vice versa. They should coexist.