New Energy Vehicles (NEVs) in China

supersnoop said:

Well, take it from me then, VW does not offer a compelling contemporary driving experience. "not that bad" as you put it, is an apt description. They are still in the game, mostly I would say due to familiarity, serviceability, and other non-technical factors. Things are definitely only getting started, but this is the state of things as they are now. The Audi Q4/VW ID4 platform mates are basically economy cars in China.

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You need to consider that Chinese and European consumers have different tastes. Having tried an ID.4, it's a pleasant ride. Even the software is okay.

HighGround said:

You need to consider that Chinese and European consumers have different tastes. Having tried an ID.4, it's a pleasant ride. Even the software is okay.

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I am not a Chinese (national) or European, but I expect the app to work...

How much charge do I have left? APP CANNOT CONNECT TO THE CAR
How do you solve this? When the car starts up there is a warning HIGHEST PRIVACY SETTING IS ON, REMOTE FUNCTIONS WONT WORK EXCEPT EMERGENCY SERVICES
So go to the car's privacy settings, and try to change it... Surprise! It cannot be toggled...
When the app used to work (a few months ago), it used to warn DOORS UNLOCKED
Can I lock from the app...? Nope! (The higher end platform is able to)
Warm up the car when its -20C outside? APP CANT CONNECT TO THE CAR

Of course you don't NEED the app to drive, but if we are looking at a 2025 driving experience, this is not it. BYD, Hyundai, Tesla, you can use the phone as a key, no need for the bulky fob. If you have a smart lock at home, you could leave most physical keys at home and not have a million things in your pocket. Can I wait in a parking lot and Airplay something to the screen while I sip a coffee or finish a snack? Nope... Are there any extra cameras? Nope

I might sound super critical, but actually I would say I am fine with the car overall. It's just that it feels like a car from 2015 just with an EV powertrain.

Market share in the European market rose to 10% in 2025 YTD.

According to

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, Chinese auto sales, led by

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,

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’s MG, and

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’s Jaecoo, Omoda and Ebro brands, in September won 8% of Western European sales, edging out Korea’s 7.8%. In the electric vehicle market, China’s success was even stronger, with a 12.8% share, including more than 50 brands.

In the first nine months of the year, Chinese brands won a 10.7% share of Western Europe’s EV sales, beating Korea’s 8.5% and Japan’s 2.8%. U.S. sales, mainly Tesla, were at 13.6%, according to Schmidt Automotive.

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HIMA is on its way to sell 1M cars per year, with ASP > RMB 300K

Wrought said:

Market share in the European market rose to 10% in 2025 YTD.

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“The competitive gap may be wider than perceived. To catch up, experts we surveyed believe Western (manufacturers) must prioritize cost reduction and organizational restructuring,” Bernstein said.

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“To close the EV technology gap, respondents emphasize they must prioritize aggressive cost reduction and organizational restructuring. This includes supply chain integration, radical complexity reduction in platforms and variants, productivity improvements, and shifting R&D and production to China to leverage cost advantages and accelerate development cycles.”

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Europeans failed the IQ tests which checks if they understand ability to sell the same quality product at a much lower price also means ability to sell a much higher quality product at same price.

For years they were convinced the competition is only for mass market vehicles, they really bought into the delusion that their brand has intrinsic value without the need to back it up with actual products, and even now they still think it's a cost problem even as they're losing on both high and low end, because it's really a value problem.

Without solving value, cutting cost just means you build a shitbox that further destroys their brand, this is exactly what's happening.

The only good and realistic advice quoted in the entire article is, basically, to move to China and become Chinese.

I just saw an interesting video that provides a behind-the-scenes looking at the home and training camp of UFC Champion Islam Makhachev. I know it is a bit off topic, but I was surprised to see him driving a Fangchengbao Leopard 5 around Dagestani mountain roads. I don't think the brand even has dealerships in Russia, so he must have paid extra to get it imported instead of just getting a GWM or Chery SUV. If not for the political issues, this could have been a great sponsorship for BYD.

For those who have the patience:

The Global EV Shift: The Role of China and Industrial Policy in Emerging Economies​

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Twitter summary:
Full report:

Nonsensical anti-China tweet of the day, the electric bus version:

GAC Aion UT Super is a battery EV developed by GAC in cooperation with CATL and JD.com. It has CATL's Choco-SEB (swapping electric block) battery swap technology and its battery pack can be swapped under 2 minutes. Its starting price is $7,000 if the buyer choose to lease the battery for $56 a month.

Paper on plug-in hybrids market trends across China, Europe, and US. Differences are obvious at first glance.

From 2021 to 2024, the share of plug-in hybrid electric vehicles (PHEVs) in new passenger car sales grew from 3% to 19% in China and from 1% to 2% in the United States, but decreased from 9% to 7% in Europe. Such variations in PHEV sales share have been shaped by policy developments in each market.

This brief compares the sales developments of the world’s three largest PHEV markets from 2014 to 2024, from eight perspectives: sales, sales share, segment distribution, technology evolution, number of models sold, electric range, carbon dioxide (CO2) emissions, and electricity consumption. It also explores the policies behind these developments. Although details may differ, governments in all three markets have signaled plans to tighten regulations on PHEVs in light of evidence that the real-world emissions of PHEVs are higher than expected.

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You may or may not get economically viable rare-earth-free motor. But you can't get rid of China from the supply chain.

Renault’s Rare Earth Retreat: When “Made in France” Meets Market Reality​

• Renault is replacing French supplier Valeo with a potential Chinese stator manufacturer for its E7A electric motor project, prioritizing cost efficiency over national industrial autonomy.
• Despite pursuing rare-earth-free motor technology to avoid China’s material monopoly, Renault may ironically depend on Chinese manufacturing for cost-effective production.
• The shift reflects Europe’s deeper struggle to balance localization rhetoric with economic reality, as Chinese suppliers offer stator assemblies at half the cost and twice the speed.

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Tesla Model Y has been the best selling electric SUV on China's domestic market for many years. It was finally beaten by Xiaomi YU7 in October.

Dongfeng’s eπ 007 will be China’s first and world’s only mass-production EV with four in-wheel motors​

Dongfeng eπ 007 is not the world’s first mass-produced new energy model with four in-wheel motors. However, the previous production models, whether the Lightyear 0 or the Lordstown Endurance, all came from start-ups, and the companies that produced them have since gone bankrupt.

Dongfeng is one of China’s top automotive companies. Therefore, we can say that this car will be the world’s only mass-produced new energy model with four in-wheel motors, and it’s from a stable, established manufacturer.

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I thought it was a Xiaomi Su7 before I see the words "Dongfeng's eπ"

Xiaomi Su7 catches fire after unloading from trailer. Reasons of the incident have not been clarified. However, I think it's the fault of the battery. Maybe people should check about battery safety again.