New Energy Vehicles (NEVs) in China


tphuang

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Musk and the U.S. will not be amused.
dncmQfe.jpg


Hongqi E202 looks very slick.
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  • An electric SUV from Hongqi New Energy
  • Supports 800V charging (300 km/185 miles in 5 minutes)
  • Supports wireless charging
  • Batteries can be swapped.
  • It rides on the FMEs modular architecture that supports different vehicle types with wheelbase from 2700 mm to 3450 mm. The FMEs platform will allow turning all its wheels to 90 degrees.
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I'd prefer that we don't get into geopolitics on this thread. And even if there are reports that US military is trying to help American companies secure lithium deals, it's frankly not going all that well for them. Only China really has the supply chain to refine large amount of lithium.
 

henrik

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I'd prefer that we don't get into geopolitics on this thread. And even if there are reports that US military is trying to help American companies secure lithium deals, it's frankly not going all that well for them. Only China really has the supply chain to refine large amount of lithium.

China needs to do something against this western lithium hegemony. It is like you have lots of oil refineries and supply chain, but if you do not have the oil, still there is nothing you can do. China needs to secure all the lithium that it needs.
 

broadsword

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China needs to do something against this western lithium hegemony. It is like you have lots of oil refineries and supply chain, but if you do not have the oil, still there is nothing you can do. China needs to secure all the lithium that it needs.

In the case of Bolivia, despite the coup, CATL still got the deal.
 

tphuang

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China needs to do something against this western lithium hegemony. It is like you have lots of oil refineries and supply chain, but if you do not have the oil, still there is nothing you can do. China needs to secure all the lithium that it needs.
The thing is that having ownership of lithium mines don't mean you can deny access to others. At end of the day, you have to still sign long term supply contracts and such. For example, Australia is the largest lithium exporter in the world and most of that goes to China. At end of the day, what matter is your entire supply chain, chemistry & production capabilities. Tesla fanboys keep talking about 4680 but its production is still low and chemistry is really not competitive with CATL's ternary batteries.
 

tphuang

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Geely coming out with another NEV brand aimed at the medium to high end market with both BEVs and PHEVs. First product to launch in 2023.
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吉利品牌以后的新能源渠道只卖纯电和HIP车型,3月份渠道营业,初步计划有300多家门店。

年后,SEA平台的新车都给领克了,目标价位15-25万这个区间的纯电车。

几何品牌知名度和档次都差点,几何品牌不再做了,归吉利新能源渠道。

领克会改直营,预计和深蓝模式类似。

吉利和领克2023年会巨变,血拼插混(能不能拼得过另说),不再追求利润,只要市场份额。
Geely name brand's NEV channel in the future only sells BEVs and HIP cars. plan over 300 dealerships.
SEA platform cars all given to Lynk platform, aimed at 150 to 250k BEV
Major change expected in Geely and Lynn in 2023.
 
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tphuang

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Now the JV with UzAuto has been signed. Producing just DM-i models, which make sense given the lack of charging infrastructure in Central Asia. Might be a good move for China to help Central Asian countries build that up as part of BRI so they can buy more Chinese EVs.

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Also, I need to look into this more, but micro ev markets should be huge in much of Asia. Countries like India & Indonesia should be full of people using electric two wheelers and A00 segment cars.
 

tphuang

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借了朋友海豹车开了两天了,简单说几点感受:
第一,操控,悬挂等系统比两年前的汉明显高了一个档次,这个3.0平台和底盘电池一体化的技术真的有明显提升。
那更不要说和燃油车的对比了。

第二电子,智能化也开始提升,各种辅助驾驶都挺好用,包括高速公路上定速巡航和车道偏离自动修正系统。但我个人还是尽量自己开。

第三也多了很多实用的功能,包括抬头显示,前备箱等。
第四,续航还不错。充满后两天跑了300km,其中高速200,电池显示还有一半。
总之海豹是一款值得入手的车。

期待汉,唐的3.0平台充电板。

不足的地方,可能豹报是偏运动型的,所以悬挂偏硬,后排乘客过震动带或者地面不平的时候,感觉震感会比较强烈
online commentary on Seal vs Han. Looks like Seal is better in most aspects, especially with the 3.0 platform. It does seem to me that they need to refresh Han and Tang with 3.0 or else it will look dated compared to Seal and Sea Lion pretty soon, especially since they are in the same price point.
 

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