New Energy Vehicles (NEVs) in China
- Thread starter supercat
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China's auto sector has grown to 34.4m in total sales in 2025 and CAAM expects it to continue to grow in 2026.
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supercat
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China’s Ministry of Industry and Information Technology (MIIT) has outlined plans to accelerate the development of all‑solid‑state batteries and high‑level autonomous driving technologies in 2026.
Breakthrough in the technology of solid-state battery:
Breakthrough in the technology of solid-state battery:
- In the study, the conductivity of the electrolytes is above 2 millisiemens per centimeter at room temperature, exceeding the level generally regarded as necessary for practical battery operation.
- The solid-state batteries cycle stably under an external pressure of 5 megapascals, representing a significant reduction from previously reported pressure requirements of 100 megapascals.
- The researchers estimate the material cost at approximately 43.70 USD per liter, which is below 5 percent of the cost of mainstream sulfide solid electrolytes.
Recent MIIT filing had some good evidence of the type of BYD vehicles that will get launched in 2026. Expect faster charging, larger battery packs for PHEVs and BEVs + more powerful motors for BEVs
That’s a huge drop. Wow. Do you think they stopped the EV purchase subsidies too early? I believe they should have kept it for a few more years when NEVs make up at least 80% of car sales consistently . By then almost every new car buyer would have driven an EV and got used to it(notice that almost everybody that drives an EV never goes back to gas again according to most research) and so sales wouldn’t have fallen at all.
China's diesel demand is about to drop big time.
this is just a huge move to see HDTs over 50% of the market when they were still in the single digits back in early 2024. Huge affect on oil market.
this is just a huge move to see HDTs over 50% of the market when they were still in the single digits back in early 2024. Huge affect on oil market.
The expiry of tax credit pulled the demand forward according to the source:
2025年12月份新能源重卡4.53万辆的销量并非完全是市场的真实需求，很大程度上是由于老旧营运货车以旧换新政策临近年底截止，叠加2026年1月1日起新能源汽车购置税减免变减半所带来的提前购买效应。第一商用车网分析认为，这种"反常"现象，很大程度上属于非理性消费，且严重透支了2026年新能源重卡市场需求，2026年上半年甚至更长时间恐怕也难以突破2025年12月份4.53万辆的销量水平。
