New Energy Vehicles (NEVs) in China

BYD launching 5 models in Qatar


U8 doing parallel parking, this is funny


BYD handing over first trainsets for the Sao Paulo metro line 17 skyshuttle project


looks like Tesla passed China's data security test here and there are presumably certain benefits from this either in terms of FSD and accessibility

Tesla will partner with Baidu for FSD in China, just as Apple Maps has been doing with Alibaba.

Tesla will then be able to deploy its autonomous driving services on the basis of lane-level navigation and mapping provided by Baidu, the people familiar with the matter said.

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Elon Musk’s Tesla strikes deal with China’s Baidu for driver assistance​

US electric-vehicle maker moves closer to rolling out more autonomous driving features in world’s biggest auto market

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CATL is quite realistic about solid-state batteries. They are striving to start production in 2027.

supercat said:

Tesla will partner with Baidu for FSD in China, just as Apple Maps has been doing with Alibaba.

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Li Qiang meeting Musk and "approval from mouth" of FSD are good plays in the China EV playbook. As long as Tesla meeting Chinese regulations on EV, Tesla should be allowed same entry to intelligent driving. Li Qiang's initial dealing with Musk brought Tesla to Shanghai, and that play contributed tremendously to the evolution of China EV ecosystem since 2019. As China EV moving into the intelligent driving phase, a localized FSD will do similar wonder to the entire China auto ecosystem. The net results would only be ever larger gaps between China auto advancement and the rest of the world. Since Shanghai GigaFactory is already known to be the best in Tesla, in the near future, EV would be synonymous to China auto. For the rest of the global auto industry, choices are going to be limited. Adopt FSD or HIMA or else ...

BYD seeing higher revenue and profits in Q1 YoY. Q2 should be better


BYD margins hitting all time high even in the midst of a price war


CATL providing long endurance battery for Lonking, electric loader maker


Li auto getting more orders after price cuts

BYD has achieved auto grade LED light AEC-Q102 certification

supercat said:

Tesla will partner with Baidu for FSD in China, just as Apple Maps has been doing with Alibaba.

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https://twitter.com/i/web/status/1784905204347121848

CATL is quite realistic about solid-state batteries. They are striving to start production in 2027.

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It seems BYD is lagging behind CATL in solid-state batteries. They are not even talking about it.

henrik said:

It seems BYD is lagging behind CATL in solid-state batteries. They are not even talking about it.

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what are you talking about? CATL won't have SSB until 2027.

BYD never talks about anything before it releases it

BYD Shark getting ready to be launched


some nice XNGP action

tphuang said:

what are you talking about? CATL won't have SSB until 2027.

BYD never talks about anything before it releases it

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BYD investors and fund managers will always ask about their SSB roadmap. They will ask again at the next earnings call.

An underreported trend is that Chinese parts suppliers are making inroads everywhere. And they will continue to do so, given their efficiency and increasingly technological competence.


It is easy to see the cars themselves, so I expect severe pushback against Chinese cars in Europe and US in short term. However, harder to see under the hood. Though that might change as US seems intent on a domestic battery supply chain.