New Energy Vehicles (NEVs) in China

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henrik

Captain
Registered Member
supersnoop said:
So you think the solution of Porsche building cars that Chinese people don’t want is to build cars Chinese people don’t want in China? Their problem is that their big money makers like Macan are not competitive enough. They are fine for North America, Europe, but it’s just not enough vs a Yu7.


Honda EVs have just bit the dust
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not only that, but Honda posted a financial loss.
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VW can easily reduce their costs by producing porsche in China, whether for local market or for exports. In any case, more production can only benefit China.
 
tphuang

tphuang

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supersnoop

Colonel
Registered Member
henrik said:
VW can easily reduce their costs by producing porsche in China, whether for local market or for exports. In any case, more production can only benefit China.
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Their problem is a big decline in sales
The cost reduction won't be enough
More production is irrelevant

Their bestsellers are ICE cars, 1900's technology
More ideas, increase the production of steam engine locomotives, ironclad warships, celluloid film...
 
Wrought

Wrought

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Something something overcapacity.....in Europe.

“Overcapacity in Europe — especially for Stellantis — is hard to sustain over the medium term,” said
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, AlixPartners’ Italy country leader. “The ideal solution would be higher sales and production, but that’s difficult in a stagnant market facing regulatory and geopolitical uncertainty.”

Stellantis is a case in point. The automaker has about 6.5 million vehicles of annual production capacity across the region, but plants are running at roughly 46% utilization, according to an analysis by consulting firm
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. That level of activity implies an excess of around 3.5 million vehicles, with plant utilization falling to the mid-40% range now from about 71% in 2017. Stellantis operates 24 plants in Europe, with 14 running below 50% utilization, according to AlixPartners.

The Fiat-maker’s Mirafiori site in Turin last year operated at just under a third of its potential capacity, according to data from Just Auto. The factory has been open since 1939, and pioneered its modern production. Pomigliano near Naples, a plant capable of churning out 280,000 vehicles annually, was making less than a third of that, the data shows. Stellantis’ Mulhouse and Poissy sites in France are operating at half their capacity.
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And speaking of Europe, Geely just got regulatory approval there for its self-driving tech. First Chinese carmaker to do so, but not the last.

BEIJING, March 13 (Reuters) - Chinese automaker Geely's smart driving ‌assistance system, G-ASD, has received certification under EU regulations on advanced assisted driving, marking the first approval of its kind for Chinese-made ⁠driving assistance technology in the bloc. Cars equipped with G-ASD can now be sold in certain EU countries without additional certification, Geely Holding (GEELY.UL) said in a statement on Friday.

The first car with G-ASD is expected to ‌hit ⁠the road in Europe in June. The system, which is currently only included in cars in China, will be ⁠made available overseas in cars from brands under the Geely umbrella including Geely ⁠Auto
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, Zeekr
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, Lynk & Co and Lotus, it added, though the company ⁠did not give details on the timing.
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M

Michael90

Senior Member
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meedicx said:
Just to put things in perspective, CATL posted $10.7B in profits in 2025. This is more than 2x higher than the combined profits of the major EU Tier-1 auto suppliers (Bosch + ZF + Continental + Valeo + Forvia + Aptiv) last year, which was only $4.5B.

Also notable, CATL profits surpassed VW for the first time
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This is a major narrative violation for the pundits who complain about involution and that Chinese companies make no money.
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Yeah, also because batteries are the most valuable part in electric vehicles . They make about 35% to 40% of an electric vehicle cost. So the most profitable sector in EV car industry will be battery makers not the auto makers themselves . Reason CATL makes more profits than any EV car maker(most are not even profitable actually, or profits are not as high, excluding Tesla who had a head start and high brand value ).
 
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Michael90

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Wrought said:
Japanese automakers and parts suppliers are rapidly losing market share in SEA.



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It’s crazy to see Japan dominated the region with 90% of the market. That’s ridiculous . WOW… let’s see if Chinese car makers can ever reach those heights in region. Will be interesting to see how things play out this decade. I believe among Japanese car makers , only Toyota has some resilience and more optimistic about them (they have even maintained their market share and even increase it abit in china) so they are still quite competitive .
 
Wrought

Wrought

Captain
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Michael90 said:
It’s crazy to see Japan dominated the region with 90% of the market. That’s ridiculous . WOW… let’s see if Chinese car makers can ever reach those heights in region. Will be interesting to see how things play out this decade. I believe among Japanese car makers , only Toyota has some resilience and more optimistic about them (they have even maintained their market share and even increase it abit in china) so they are still quite competitive .
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Toyota relies heavily on Chinese OEM suppliers for its EVs.

Toyota, like most major global automakers, is adopting Chinese EV technology to cut costs and keep pace with industry leaders such as BYD and Tesla. So far, it seems to be paying off for the Japanese automaker, widely considered one of the biggest laggards in the transition to BEVs.

The bZ3X, Toyota’s most affordable EV in China, starts at just 109,800 yuan, or about $15,000. From September 2025 through January 2026, the bZ3X was the best-selling new energy vehicle (NEV) among joint-venture brands in China. That includes battery-electric (BEV) and plug-in hybrid electric vehicles (PHEVs). Launched just over a year ago, the bZ3X started a so-called “bZ shock,” according to a new
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report. Toyota and other Japanese brands, such as Nissan, are increasingly relying on China for parts and other EV components.

Toyota denies it, but several analysts estimate that nearly 90% of the parts used in the bZ3X are from China. Toyota’s Chinese joint venture, GAC Toyota, led the development. While the bZ3X has been a hit for Toyota with over 80,000 units sold in its first year, it’s having a bigger impact back home. The Nikkei report claims most of Toyota’s linked suppliers in Japan, the “Toyota Keiretsu group,” lost their contracts as a result. While some believed Toyota would use only Chinese parts in the bZ3X, it has since launched the bZ5 and, most recently, the flagship bZ7 earlier this month, both packed with locally sourced parts. The bZ7 has around 30% Chinese components.

Toyota is also reportedly planning to use Chinese tech in EVs sold overseas in regions like Southeast Asia. And Toyota isn’t the only one.
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Also, sodium batteries are gaining momentum at both CATL and BYD. Colder conditions, heavy trucks, and battery storage are in focus.

This year CATL, the world’s largest battery maker, intends to mass-produce
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that it first launched last April. The company, based in Ningde in southeast China, last year signed a strategic collaboration with Li Auto that will allow its battery technologies, including sodium ion, to be integrated into future EV models. In February CATL also announced plans with Chang’an Automobile to market a passenger car powered by Naxtra batteries by the middle of this year. Sodium-ion batteries will also be integrated into CATL’s Choco-Swap battery-swapping network, which enables EV owners to drop their spent batteries in exchange ⁠for fresh ones in a matter of minutes. The network had 512 stations across China at the end of August last year.

Another
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, which together with CATL, holds over half of the global EV market. It invested heavily in the production of sodium batteries in 2025, and will soon be capable of making 50 gigawatt-hours of them annually, according to Zheng Jiayue, a senior research analyst at consultancy Wood Mackenzie.

A smaller yet influential player is HiNa Battery Technology, a sodium-ion startup founded in 2017 by researchers from the Chinese Academy of Sciences, which is manufacturing sodium ion batteries for a variety of applications, including for electric cars and scooters.
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