New Energy Vehicles (NEVs) in China

supercat

Major
I guess this is happening
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A sign of time to see Chinese EV company taking over unprofitable ICE producing plants from legacy Auto. IIRC, the Brazilian car plant in Bahia may also be formerly a Ford plant.
BYD is one of approx. 15 suitors in negotiation with Ford.

You need both your hands and feet to count Geely's subbrands.

Geely plans to turn maker of London black cabs into EV powerhouse​

Geely aims to make cab maker LEVC into a high-volume, all-electric subbrand with a range of commercial and passenger vehicles.

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supersnoop

Major
Registered Member
Just to add for anybody who doesn't actually own an EV: the non-Tesla EV charging network right now is notoriously bad and unreliable. In fact, there exists an entire app called PlugShare where EV owners rate and comment on charging stations to let people know, "This station is currently broken", "This 100 kW charger is only putting out 40 kW" etc.

This is why people who dismiss NIO's swap stations usually don't get just how frustrating it is to deal with charging stations and how convenient it is to swap out your battery for a fully charged one in 5 minutes flat. In a perfect, fictional world where charging stations always work and always charge at maximum speed, yeah sure swap stations might be unnecessary. But in the real world, it's not uncommon for charging stations to sit broken or under powered for months at a time, and your only choice is to sit there for more than an hour waiting for your car to charge with a 40 kW charge, even though it has a maximum speed of 350 kW. Don't get me wrong: I have doubts and concerns about the long term viability of swap stations myself, but the point where charging stations will be everywhere, reliable, and can fully charge a car in 20 minutes or less might be a decade down the line.

I rarely see 100 kW+ charger in Canada. Most of the time I see ~50kW output.
I only have a PHEV because I gave up on waiting for full EV (Hyundai said 2 year wait for either GV60 or Ioniq). Quickest I could get would have been 1 month for Mustang Mach-E Performance, but a little pricey and still needed to wait vs. the PHEV.

The other issue I have with charger is the totally wacky pricing for ones that are not free. Sometimes the cost is more than gasoline, what is the point then? Swap station should in theory be more standardized than that.

BYD is one of approx. 15 suitors in negotiation with Ford.

You need both your hands and feet to count Geely's subbrands.

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While Polestar seems to be on the right track, Geely has been promising to turn London Black Cabs into EV powerhouse since 2017, still hasn't happened. Problem with Geely that I see is that their engineering resources is not shared amongst each other as efficiently as Volkswagen, GM, or Toyota.

The mainstream CMA platform (hybrid and EV) was introduced on Volvo XC40 in 2017, but only got to mainline Geely by 2019, but got to Lynk before that. Now you also have Zeekr, Proton, Lotus in the mix since then. Maybe they will have it all sorted out when their SEA platform cars are unveiled.
 

Mcsweeney

Junior Member
Yeah, another bizarre thing in Canada is that EV chargers charge by the TIME spent using them, not the amount of electricity provided! The reason being, there's some law that says only energy companies are allowed to sell electricity, so they get around it by technically not selling electricity but the time spent using the station. This gives rise to what might be a conflict of interest where EV charging station owners have little incentive to fix the chargers if they are putting out less power than they are capable of because they actually get more money out of people who have to charge for longer!
 

olalavn

Senior Member
Registered Member
Horizon and autonomous driving company WeRide have signed a memorandum of understanding on strategic cooperation. Based on the Journey 5 chip and its development platform, Horizon empowers WeRide to develop L4 autonomous driving solutions, including domain controllers, vehicle operating systems and smart driving software, to promote commercialization and large-scale deployment.1c98b2f0-9b37-11ed-bccd-b8ca3a6cb5c4.png
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
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Chinese buses arriving in Ulan Bator. Makes sense for them to take over these markets

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As expected, the export to Russia of passenger vehicles, trucks and busses are we up too. I expect this to be a lot higher in 2023 once Chinese automakers grow their presence and local factories in Russia.
 

Philister

Junior Member
Registered Member
I wouldn’t be so optimistic about Russian market, their consumption capacity is limited and would definitely be worse in 2023, most of them are living in an ice maker so BEV/EREV isn’t really a good choice for most people which happened to be the strong point of Chinese automakers , something like DMI/DHT would be nice but Russians are very conservative about new things when it comes to the automobile products.
I think the market share would definitely rise a little bit( maybe 5-10%?), but the actual quantity wouldn’t increase that much (I guess they would buy less vehicles in 2023, and importing much more used Japanese cars)
 
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