New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
On BYD to Japan and Korea.
lol, even the Korean automakers realize that Chinese LFP batteries are better
More on Battery. This is exciting, CATL is looking to industralize sodium ion battery in 2023. That would be a huge game changer
NIO delivers 12,961 in June
XPeng delivers 15,295 in June
Li Auto delivers 13,024 in June. Btw, I have to say the new L9 looks really good. I'm more bullish toward Li Auto than XPeng
Sokon (Xiao Kong in Chinese) delivers 12,418 in June. IIRC, this includes their Huawei AITO brand production. Will have to wait to hear what the Huawei AITO production looks like
Neta delivers 13,157 in June
Zeekr delivers 4,302 in June. No improvement over May
lol, even the Korean automakers realize that Chinese LFP batteries are better
More on Battery. This is exciting, CATL is looking to industralize sodium ion battery in 2023. That would be a huge game changer
NIO delivers 12,961 in June
XPeng delivers 15,295 in June
Li Auto delivers 13,024 in June. Btw, I have to say the new L9 looks really good. I'm more bullish toward Li Auto than XPeng
Sokon (Xiao Kong in Chinese) delivers 12,418 in June. IIRC, this includes their Huawei AITO brand production. Will have to wait to hear what the Huawei AITO production looks like
Neta delivers 13,157 in June
Zeekr delivers 4,302 in June. No improvement over May
supercat
Major
More evidence that the "Uyghur law" won't work.
I remember the days only Tesla could deliver more than 10,000 in the not too distant past. BTW, BYD will have a blockbuster month. Let's wait and see.
So CALT's new battery technology can enable the battery to charge to 80% in five minutes and warm up from -30C to 0C in 8 minutes.
A little bit more info about CATL's condensed matter battery:
broadsword
Brigadier
Nio is still bragging about their swap stations.
That's nice, but let's consider what it means in the real world. I'm assuming the Qilin battery will be 150 kWh since that's the next big thing everyone's moving toward and would support CATL's 1000km range claim. They don't mention from what to 80%, but I've seen the 10-80% standard used previously so let's take it here. That means 0.7 * 150 = 105 kWh in 5 minutes (1/12 of an hour). That's an average charging rate of 1260 kW = 1.26 MW. That's a very healthy output. The fastest DC chargers today are in the range of 300-400 kW, and that's peak rate.
A five minute charge time isn't passing the smell test for me until a new generation of DCFC stations are rolled out that can support these rates (and each station might need a small nuclear reactor beside it). A 10 minute charge time drops this power by half to a much more reasonable 630 kW - still faster than anything today but conceivable.
The battery itself is only half of the issue. Faster charging speeds require much more expensive charging infrastructure as well as more load on the grid not to mention possible negative on battery life. Swap stations can also be used to upgrade current batteries.
escobar
Brigadier
Looking beyond the headline numbers
