New Energy Vehicles (NEVs) in China

supercat

Colonel
BYD will start limited trials of solid-state batteries in 2027. Large scale use is not expected until 2030. I think battery-swapping is quite viable as a business opportunity in the mean time.
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In 2024, only 3% of car sales in China was imported.

Another company dismantled some Chinese cars.

Column: Caresoft looks inside Chinese vehicles and sees trouble for legacy automakers​

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Lethe

Captain
The arrival of BYD Shark is the most exciting automotive story Australia has had for some years now, and has occasioned endless discussion about both the real and imagined limitations of its drivetrain and how significant those limitations are for various use scenarios. Most interesting is how these discussions have led some prominent public commentators ("automotive journalists") to dust off their engineering degrees, as in this entertaining video:


Given latent anti-China cultural narratives, the demographics of the Australian ute market and its reliable preference for "more" (payload, towing capacity, off-road capability, cup-holders, etc.), coupled with the ideological dimensions of NEVs for that particular market, I'm actually surprised how positive the general sentiment towards BYD Shark appears to be. It's going to be interesting to watch the story unfold across BYD Shark, GWM Cannon Alpha PHEV and Ford Ranger PHEV over the next 12-18 months.
 
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vincent

Grumpy Old Man
Staff member
Moderator - World Affairs
The arrival of BYD Shark is the most exciting automotive story Australia has had for some years now, and has occasioned endless discussion about both the real and imagined limitations of its drivetrain and how significant those limitations are for various use scenarios. Most interesting is how these discussions have led some prominent public commentators ("automotive journalists") to dust off their engineering degrees, as in this entertaining video:


Given latent anti-China cultural narratives, the demographics of the Australian ute market and its reliable preference for "more" (payload, towing capacity, off-road capability, cup-holders, etc.), coupled with the ideological dimensions of NEVs for that particular market, I'm actually surprised how positive the general sentiment towards BYD Shark appears to be. It's going to be interesting to watch the story unfold across BYD Shark, GWM Cannon Alpha PHEV and Ford Ranger PHEV over the next 12-18 months.
Munro thinks the frame is over engineered because it is strong enough for military vehicles
Starts at 5:00
 
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