New Energy Vehicles (NEVs) in China

CrazyHorse

Junior Member
Registered Member
Wait whut? How dare GM?!?!

Canada needs to invoke some cold war law, remove clearly US-compromised CEO and seize the GM Canada factory cos they are clearly gutting the Canadian factory and offshoring production.

It's a matter of NATIONAL SECURITY!
The carney government is firmly in the hands of the capitalist class, they’re cutting public services and basically giving corpos billions to build shit in hopes that it will foster wider economic gains, when in reality it’ll just be building unprofitable oil pipelines with public funds. Canada at this point will lay down and take the punishment if the govt thinks it’ll earn them brownie points with Trump.
 
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Michael90

Senior Member
Registered Member
GM and almost all western automakers have scaled back their EV ambitions. They are giving up to Chinese companies. GM is not offshoring this plant, they simply see no future in EV delivery vehicles.
Volkswagen is trying and doing fairly well, so not all of them have given up on EVs, far from it. Battle.is never won until the end. So we shouldn't call off the game before seeing the end.
 

4Runner

Senior Member
Registered Member
Volkswagen is trying and doing fairly well, so not all of them have given up on EVs, far from it. Battle.is never won until the end. So we shouldn't call off the game before seeing the end.
VW is relying on Xpeng while Stellantis is relying on Leap Motor. The EV game has been evolving way faster than the rest of the world. In age-old large-scale global business like auto, once OEMs are falling behind the technological curves, history is never kind for them catching up. From technological point of view, the game is already over. Just look at the BBA sales in China month by month this year. It it so clear that time has changed because the consumer minds have already shifted. It is a secular trend rather than one-off hiccup.
 

supercat

Colonel
Flexible coating for solid-state battery:
In testing, batteries with this new coating ran for more than 4,500 hours under heavy use and stayed stable for over 7,000 hours at –30°C, conditions that would typically cause other solid-state batteries to fail.
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Gotion will build a 20 GWh (enough for 200,000 - 400,000 EVs every year depending on battery size) battery factory in Slovakian for the European market.
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Geely is catching up fast.

BYD Racco has something other electric Japanese K-cars don't have: LFP blade battery.
gC5gh4J.jpg

7ZFo1t9.jpg

8vH80H9.jpg
 

Michael90

Senior Member
Registered Member
Flexible coating for solid-state battery:

Please, Log in or Register to view URLs content!
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Gotion will build a 20 GWh (enough for 200,000 - 400,000 EVs every year depending on battery size) battery factory in Slovakian for the European market.
Please, Log in or Register to view URLs content!

Geely is catching up fast.

BYD Racco has something other electric Japanese K-cars don't have: LFP blade battery.
gC5gh4J.jpg

7ZFo1t9.jpg

8vH80H9.jpg
wait, there is no chery group? I thought Chery will be at least in the top 15. Surprised they don't even figure. Is this graph accurate?
It's interesting to see VW at number 4, despite the fact that they have been too late and lagging in adapting to the electric revolution. So a number 4 position is actually impressive, didn't think they will be that high up, guess their dominance of europe's EV market is helping them alot. Geely's rise has been phenomenal, i believe they have taken market share from BYD, will be interesting to see if they can unseat BYD at number 1 this coming years. Tesla is still hanging on well. leapmotor, Xiaomi, and Xpeng are the new asian tigers in EV, they are growing the fastest, so will be interesting to see what will happen if they can sustain this speed of growth, especially Xiaomi who has far more demand than they can even supply. So the list will definitely change alot this coming years. many brands will die and consolidate this decade. Interesting time to live in.
 
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supersnoop

Colonel
Registered Member
Volkswagen is trying and doing fairly well, so not all of them have given up on EVs, far from it. Battle.is never won until the end. So we shouldn't call off the game before seeing the end.
Yes, it is still early, but Porsche already announced its intention to return to ICE focused lineup. The halo of the group.
wait, there is no chery group? I thought Chery will be at least in the top 15. Surprised they don't even figure. Is this graph accurate?
It's interesting to see VW at number 4, despite the fact that they have been too late and lagging in adapting to the electric revolution. So a number 4 position is actually impressive, didn't think they will be that high up, guess their dominance of europe's EV market is helping them alot. Geely's rise has been phenomenal, i believe they have taken market share from BYD, will be interesting to see if they can unseat BYD at number 1 this coming years. Tesla is still hanging on well. leapmotor, Xiaomi, and Xpeng are the new asian tigers in EV, they are growing the fastest, so will be interesting to see what will happen if they can sustain this speed of growth, especially Xiaomi who has far more demand than they can even supply. So the list will definitely change alot this coming years. many brands will die and consolidate this decade. Interesting time to live in.
Chery is primarily selling ICE cars.

Have you ever actually driven a VWAG EV? The MEB cars are uninspired, but cost a luxury premium. You expect luxury features, but then you don’t even get common features lol remote unlock.
 

Michael90

Senior Member
Registered Member
Yes, it is still early, but Porsche already announced its intention to return to ICE focused lineup. The halo of the group.

Chery is primarily selling ICE cars.

Have you ever actually driven a VWAG EV? The MEB cars are uninspired, but cost a luxury premium. You expect luxury features, but then you don’t even get common features lol remote unlock.
Well, Chery is still among the biggest car group in China, and they have also dived into EV platforms and have decent brands like Jetour, Omoda, Exeed. I agree they are not the most competitive aong other Chinese EV brands, but at least i thought they will still be up there among the top 15 at least. Surprised they dont even figure when legacy brands (who people say have missed the EV transition) like Mercedes, BMW, Toyota, stellantis, etc etc are still among the top EV brands. So i expected Chery to do better. At this rate their long term survival this coming decade itself might be in jeopardy then.

As for VW EVs, i haven't personally driven one, but the fa ct that they are dominating the European market must mean that they are not that bad, else consumers have a wide variety of choices to choose from(including chinese brands). So as i said, they are still in the game. We shouldn't cll off the game prematurely, i believe this is just the beginnining, there is still a long way to go to be able to tell who will be the winners at the end. Look at BYD who looked unbeatable in China just a yar or 2 ago, now Geely has eaten into their market share, and might even unseat them as the number EV brand in China and the world if they continue as this rate(BYD sales have not grown as much, and sometimes even declined compared to last year). So, nobody knows tomorrow. We can only predict and wait and see how this predictions play out in reality.
 

vincent

Grumpy Old Man
Staff member
Moderator - World Affairs
Well, Chery is still among the biggest car group in China, and they have also dived into EV platforms and have decent brands like Jetour, Omoda, Exeed. I agree they are not the most competitive aong other Chinese EV brands, but at least i thought they will still be up there among the top 15 at least. Surprised they dont even figure when legacy brands (who people say have missed the EV transition) like Mercedes, BMW, Toyota, stellantis, etc etc are still among the top EV brands. So i expected Chery to do better. At this rate their long term survival this coming decade itself might be in jeopardy then.

As for VW EVs, i haven't personally driven one, but the fa ct that they are dominating the European market must mean that they are not that bad, else consumers have a wide variety of choices to choose from(including chinese brands). So as i said, they are still in the game. We shouldn't cll off the game prematurely, i believe this is just the beginnining, there is still a long way to go to be able to tell who will be the winners at the end. Look at BYD who looked unbeatable in China just a yar or 2 ago, now Geely has eaten into their market share, and might even unseat them as the number EV brand in China and the world if they continue as this rate(BYD sales have not grown as much, and sometimes even declined compared to last year). So, nobody knows tomorrow. We can only predict and wait and see how this predictions play out in reality.
European legacy automakers are surviving because Chinese EV makers don’t want to upset the European elites. If Chinese automakers set their prices to only 1.5x of their domestic prices, you think there will be much markets for the legacy automakers? The legacy automakers have to drop their prices below cost to compete since their European operations are running at much higher costs.
 
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