New Energy Vehicles (NEVs) in China

NIO delivers 10,878 cars in September. Not a lot of ET5, but that's expected to change in Q4

XPeng continues to be weak in September and not even 30k in Q3. They won't last another 2 years imo.

Li Auto did okay. Q3 has been lower due to the shift from L1 to L9 and other models.

on the other hand, Neta is over 18k in September. It's funny how the non-"premium" brands are doing so well. This is pretty impressive production increase at Neta. They've gone from 11k at beginning of the year to 18k a month now.

siegecrossbow said:

There is an alternative path through Central Asia.

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Errr, the alternative route won’t work for some time unless Armenia and Azerbaijan drop their mutual animosity.

Related to that, it is also why BYD’s aggressive supply chain and lateral expansion makes it a stand out. They are probably the only car company globally that controls their distribution by owning their own marine car carrier fleet - could be risky, but the make or break attitude is simply unmatched by others.

AION delivers 30,000 in Sept. wow

sunnymaxi said:

https://twitter.com/i/web/status/1574937045692289024

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This is happening. VW before that. Tesla China Team also has some of it. The trend is going toward digital R&D and EV integration in China. I expect BBA+GM+Ford+Tesla will more or less have a significant R&D unit in China. This is a fundamental shift in automobile industry. Car design is important, but not all that. EV+Digital is as important. I expect China to become the largest and strongest automobile industry+market by the end of this decade. If Europe cannot get itself untangled from the war soon, that scenario will only materialize faster.

SAIC's Feifan/Rising Auto launched the 544 HP R7 with a Huawei HUD and swappable battery.



The Electric Viking also caught wind of Tesla's price reduction.

The Electric Viking's take on BYD's entrance into the European market.

supercat said:

SAIC's Feifan/Rising Auto launched the 544 HP R7 with a Huawei HUD and swappable battery.

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The Electric Viking also caught wind of Tesla's price reduction.

The Electric Viking's take on BYD's entrance into the European market.

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I am very disappointed with SAIC. I grew up watching this car.

Then I was watching this

Then this:

End of the story ......

SAIC JVs with VW and GM have bees so sweet to bureaucracies in Shanghai that SAIC has been falling behind in the EV transition. Wan Gang is a Shanghainese. SAIC was the domestic leader for a long time. It is unforgivable that it would be falling so far behind BYD. SAIC is the case study in "why JV is not a long term solution in any industry" (My Trademark).

BYD likely gained trained personnel from JV companies. Their meh performance does allow champions to show up later.

A few more BYD news

Han class hit over 30k sales in September (was already at 22k by Sep 22nd). For October, it's aiming to surpass 35k sales.

Denza D9 now has 28k+ firm order after 38 days on the market.

The second phase of Changzhou NEV parts production park has been signed. This involves 10 billion RMB investment.

Yancheng gov't announced the completion of phase 1 and the start of phase 2 for the BYD Yancheng battery production base. 15 billion RMB was invested in this project. Phase 1 took 8 months to complete.

2022年8月3日签约的江苏淮安商用车项目，规划年产20万辆纯电动轻卡及重卡，是 #比亚迪# 在新能源汽车领域提前布局、构建新增长点的重要战略举措！

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They signed a deal with Jiangsu Huaian government for a commercial vehicle project to produce 200k pure electric light/heavy trucks a year.
They are making big moves in commercial vehicle space. Will have a new generation NEV light truck E platform. With produce both pure electric and plug-in hybrid.

Interesting, Bolsonaro on a Chery Tiggo 8.

Pendemic said:

Errr, the alternative route won’t work for some time unless Armenia and Azerbaijan drop their mutual animosity.

Related to that, it is also why BYD’s aggressive supply chain and lateral expansion makes it a stand out. They are probably the only car company globally that controls their distribution by owning their own marine car carrier fleet - could be risky, but the make or break attitude is simply unmatched by others.

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China is on track to be the world's largest car exporter with over 3 million vehicles every year. In a worst case scenario, BYD could sell or lease out its car carrier fleet which probably has capacity for 0.5 million vehicles.