New Energy Vehicles (NEVs) in China

mossen said:

Some Chinese EV forecasting. PHEV should peak by early 2027 on current trajectory. Companies which bet everything on PHEV early on will struggle in a few years time since they will enter a structural bear market. By the end of the decade, the only game in town will be BEVs.

Early 2027 should also be when ICE sales hit <20%. By 2029, ICE sales will fall below 5% on current trajectory.

If the current trends hold, then it means it took just 10 years to go from 95% ICE sales to 5% ICE sales. Crazy if it happens and it looks like it just might.



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tphuang said:

https://twitter.com/i/web/status/1899789112447537498

Qin L EV to be launched on 23rd

https://twitter.com/i/web/status/1899764853176238169

Ecarx now in talk to build VW's cockpit product for European market too. Chinese supply chain taking over.

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Northvolt is almost done. Now, filing for bankruptcy in home market.

Chinese battery makers should be welcomed with open arms in Europe

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Wrought said:

I did see this piece today, but it's unfortunately paywalled.

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StraightEdge said:

Apparently Xiaomi's phase 3 plant:

https://twitter.com/i/web/status/1900110299480678537

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Michael90 said:

Does Xiaomi build their own cars themselves or they subcontract to a automobile company?

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