China Auto Thread

[Yommie]

BYD became Brazil’s largest EV brand in 2023

BYD sold 17,943 EVs in Brazil this year. BYD sold 17,943 EVs in Brazil this year.

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BYD became Brazil’s largest EV brand in 2023​

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Qian Jin

January 5, 2024


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Update: The article originally used ABVE data, which counts HEV as EVs. However, HEV vehicles can only be filled with fuel, not electricity, as they are not plug-in vehicles. Thus, we omitted HEVs from the leaderboard, which sent Toyoya from first to last place. Therefore, after removing HEV, BYD is the sales champion. For some reason, ABVE considers BEV+PHEV+HEV to be EVs. Sorry for the confusion.

Brazil experienced a significant surge in electric vehicle (EV) adoption in 2023, surpassing all expectations with 93,927 registrations by the end of the year. This marked a remarkable 91% increase compared to 2022, where 49,245 EV units were sold. Unlike some regions where EVs primarily denote Battery Electric Vehicles (BEVs), the Brazilian market encompasses traditional hybrid vehicles (HEV), plug-in hybrid vehicles (PHEV), and BEVs under the umbrella term of electric cars.
In December alone, Brazilian EV sales soared to 16,279 units, nearly tripling the figures from December 2022 (5,587 units), indicating a remarkable 191% year-on-year growth. This surge set a new monthly record for EV sales in Brazil.


The data for 2023 highlights a distinct shift in the Brazilian EV market toward plug-in electric vehicles (PHEV and BEV). PHEVs and BEVs collectively accounted for 56% of light electric vehicle sales, totaling 52,359 units. This outpaced the sales of conventional hybrid gasoline vehicles and HEV hybrids, which amounted to 41,568 units. Notably, conventional hybrids continued to dominate the market until 2022.
In December, plug-in hybrid sales constituted more than 70% of the total EV sales, reaching 11,371 out of the 16,279 units sold. This surge was attributed to the robust performance of manufacturers like BYD and Great Wall Motors, which introduced models equipped with plug-in hybrid technology.

BYD’s performance​

BYD achieved considerable success in the Brazilian EV market throughout 2023. The company sold 17,943 EVs, with notable contributions from models like BYD Song Plus PHEV, Dolphin EV, and Yuan Plus EV (known as ATTO 3 in several markets).

The BYD Dolphin, introduced to the Brazilian market just six months ago, has become exceptionally popular, selling 6,812 units during that period. The Brazilian version of the BYD Dolphin differs from its Chinese counterpart, featuring a length of 4290 mm compared to the 4070 mm of the Chinese version. The Brazilian version of BYD Dolphin also has a more robust power performance. Despite its popularity, the price of the dolphin in BrDolphin is notably higher than that of the dolphin in China.
BYD Dolphin launched in Brazil
The BYD Dolphin also earned the distinction of being the most-awarded electric car in Brazil in 2023, securing ten significant awards within the first six months since its launch.
Brazil is set to increase the import tax rate on EVs starting January 2024. While this adjustment might impact overall EV sales, companies like BYD, which have invested in EV manufacturing plants in Brazil, are poised to benefit. Although BYD’s plant is yet to begin production, the current import status allows BYD to enjoy tax exemptions, enhancing the competitiveness of its products in the Brazilian market. This strategic move positions BYD favorably amid changing taxation dynamics in the Brazilian EV landscape.
Source: ABVE

 

[Yommie]

Tesla recalls all its 1.6 million cars in China, but it’s just OTA update

The government regulator announced today Tesla has to recall 1,617,643 vehicles, including imported Model S and Model X and domestically produced Model 3

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Tesla recalls all its 1.6 million cars in China, but it’s just OTA update​

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Jiri Opletal

January 5, 2024


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Tesla Model X in showroom in China.

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The government regulator announced today Tesla has to recall 1,617,643 vehicles, including imported Model S and Model X and domestically produced Model 3 and Model Y.

The affected cars have production dates between August 26, 2014, and December 20, 2023, and include nearly all cars Tesla has ever sold in China. China’s State Administration for Market Regulation issued two reasons for the recall:
The first reason for the recall affects 7,538 cars, including imported Model S and Model X. According to the regulator, there is a problem with the door unlock logic. If the crash happens, the non-collision side door latch may detach from the latch, leaving the door unlocked and posing a safety hazard.

Tesla will use the over-the-air (OTA) software update to prevent the door latch and latch from disengaging during a vehicle collision. Owners can complete the software upgrade without going to the store.
The second reason for the recall affects 1,610,105 cars, including domestically produced Model Y and Model 3, imported Model 3, Model S, and Model X. According to the regulator, when the automatic assisted steering function is turned on, the driver may misuse the level 2 combined driving assistance function, increasing the risk of a vehicle collision and posing safety risks.
OTA can also fix this problem without the need to visit the store. For vehicles that can’t do OTA, Tesla will contact the owners and proceed with the software update free of charge in the store.

Tesla (Shanghai) Co. and Tesla Motors (Beijing) Co. will notify relevant car owners through mail, SMS, etc. Users can call the Tesla customer service hotline at +86 400-910-0707 or alternatively log in to recall.org.cn for more information.

 

[Yommie]

Xiaomi is getting nervous about SU7 pricing rumors

Xiaomi feels lots of pressure from its fans about SU7 pricing.

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Xiaomi is getting nervous about SU7 pricing rumors​

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Jiri Opletal

January 5, 2024


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The consumer electronic giant unveiled its first car, Xiaomi SU7, on December 27. Lei Jun, the company’s CEO and founder, didn’t leave the stage for three hours, passionately presenting all the technologies Xiaomi developed for its new EV. The battery capacity, motor power, various SW features, and many other specs were disclosed, but one thing was left behind – the price.

Xiaomi is a young company founded in 2010 as a software startup developing a modified ROM of Android OS called MIUI. A year later, Xiaomi launched its first phone, M1, which was like SU7, contract-manufactured by a third party.

Despite being relatively late in the smartphone race, Xiaomi phones became popular. The reason was simple. They launched top-specs, high-end phones, competing with Samsung’s flagships, but for half the price. Only later, Xiaomi launched its more mass-market brand, Redmi, and started selling budget phones.


Xiaomi didn’t have any retail stores then, and by cutting the middleman, distributors, and other third parties could offer the same specs as Samsung for half the price. “From factory right to the customer” was the company’s unofficial motto. It was also a great marketing tool as the phones were sold in batches online. A batch of 100,000 phones was often sold out in a few seconds, generating a positive PR for the company.

With this in mind, many Xiaomi fans expected the same pricing strategy for the EV business. And the company already feels the pressure and lots of anticipation. Lei Jun even had to address unrealistic expectations during the SU7 unveiling event: “Stop trolling; the car won’t be priced at 99,000 yuan (USD 14,000) nor 149,000 yuan (USD 21,000). Show some respect for the technology behind the car, ” he added with slight displeasure.
Jun later hinted that a car with the same configuration and battery would cost 400,000 yuan (USD 56,000).

Xiaomi SU7 interior.
It wasn’t the first time Jun had to comment on the SU7 price: “It will be a bit expensive, but still reasonable,” he said earlier in December. That is pretty unusual for the CEO of a mass-market automaker, and it just demonstrates what fans expect from Xiaomi.
The company PR was trying to manage expectations as fans’ disappointment might backfire heavily when the price is revealed. However, they might push the narrative about the “expensive car” too much, and fake posters with Xiaomi SU7 priced at 369,000 yuan and 599,000 yuan started circulating on Chinese social networks earlier this week.
“Until the official Xiaomi Auto product launch conference, all posters with Xiaomi car and prices are all fake,” posted Wang Hua, Head of PR at Xioami, on his Weibo.
And Hua continued: “It is impossible to have pricing and policies before the official release. Don’t believe the so-called insider rumors. No one knows the real price or the official release time because nothing has yet been determined. How do you evaluate whether the pricing poster you see is genuine? It’s very simple. Check Xiaomi Auto’s official account to see if it has been posted and if I have posted it.”
In early December, the date of the Xiaomi conference leaked, and the company made a statement where it denied the rumor as completely fake. It said that the date wasn’t decided yet and it won’t be December 28. The Xiaomi SU7 conference was then held on December 28.

On January 2, Lei Jun hinted at the price again, saying that SU7 has no competitor in its class and the 500,000 yuan (USD 70,000) segment.
CarNewsChina expects the price of SU7 to be about 300,000 yuan (42,000 USD). Xiaomi confirmed that SU7 started trial production in December and, according to Lei Jun, will hit the market in the first half of the year. SU7 already arrived at some Xiaomi stores in China.

 

[Yommie]

BYD starts construction of 30 GWh sodium-ion battery plant in China

No empty promises.

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BYD starts construction of 30 GWh sodium-ion battery plant in China​

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Jiri Opletal

January 5, 2024


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Turning the first sod of sodium-ion battery plant in Xuzhou. Credit: Xuzhou goverment

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BYD started constructing its first sodium-ion battery plant in Xuzhou, a city about halfway between Beijing and Shanghai. The investment into the project is 10 billion yuan (USD 1.4 billion), and the planned annual output capacity is 30 GWh.

The sod-cutting ceremony was held on January 4 in Xuzhou Economic and Technological Development Zone, with representatives of all parties celebrating the first day of project construction, the local government announced today.

BYD’s subsidiary Findreams Battery signed an agreement with tricycle giant Huaihai Group to construct the Xuzhou sodium battery plant on November 18 in Shenzhen. Companies announced they would make Xuzhou the center of battery production for micro vehicles and scooters as those EVs will have the best use of sodium-ion packs.

This is not the first cooperation between BYD and Huaihai Group, as both companies teamed up to build a standard battery plant in November 2022, also in Xuzhou. This plant will produce Blade batteries with lithium iron phosphate (LFP) chemistry. Both companies jointly invested 10 billion yuan. In January last year, the construction started, and the 310,000 square meters factory is nearly ready, with trial production to begin in March 2024.
BYD Seagull was rumored to be the first mass-produced EV with a Na+ battery. However, when it was launched in April, it came with a standard LFP Blade battery from BYD. The company hasn’t commented on it since then.

Competitors​

On December 27, the first mass-produced EV equipped with a sodium-ion battery rolled off the production line in China. It was a Volkswagen-backed JAC Yiwei hatchback using a sodium pack from HiNa Battery, and the deliveries will start later this month, according to HiNa.

JAC Yiwei EV with sodium-ion battery. Credit: JAC
On December 28, Ford’s joint venture partner Jiangling Motors (JMC) started mass production of another EV powered by sodium-ion battery. the car is called JMEV EV3, and the Na+ battery is supplied by Farasis Energy.
JMEV EV3 from Jiangling Motors. Credit: JMC
Farasis Energy says its Na+ batteries have an energy density of 140 – 160 Wh/kg, and in 2024, it will launch a new generation with a density of 160 – 180 Wh/kg. By 2026, they will produce sodium packs with 180 – 200 Wh/kg density, according to the company.
Other Chinese manufacturers are also not sleeping. CATL announced in April the first automaker to use its Na-ion batteries will be Chery Auto’s iCar brand. However, no progress since then has been announced. It has 251 km of CLTC range thanks to a 21.4 kWh sodium-ion battery and a price of 58,800 yuan (USD 8,200).

Sodium-ion advantages​

“Salt” batteries are generally cheaper and do not use lithium as sodium will replace it as cathode material. It also doesn’t need other precious metals, such as cobalt or nickel, like ternary NMC batteries. However, they have a lower energy density, thus being destined for use mainly in scooters, small cars, or stationary storage.
Let’s sum up sodium-ion pros and cons:
Pros:

• Generally safer than lithium batteries
• Better performance in cold temperatures
• Slower discharge rate
• Cheaper to produce
• Better for the environment

Cons:

• Slower charge rate
• Lower attainable voltage
• Lower energy density than LFP

READ ALSO

 

[Yommie]

Dongfeng eπ 007 electric sedan with 1,200 km range and scissor doors will start pre-sale on Jan 16 in China

eπ is an electric vehicle brand under Dongfeng. The eπ 007 will be available in EV and EREV versions.

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Dongfeng eπ 007 electric sedan with 1,200 km range and scissor doors will start pre-sale on Jan 16 in China​

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Dong Yi Chen

January 5, 2024


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Dongfeng announced that its eπ 007 sedan will officially start pre-sales on January 16, and will be launched in the first quarter of 2024. The new car will be available in EV and EREV versions for consumers to choose from.


eπ (奕派) is an electric vehicle brand under Dongfeng. The ‘e’ stands for electron while the ‘π’ reflects the scientific spirit of humans to explore the unknowns. The brand plans to launch more than 10 models within the next three years. The 007 will be the brand’s first model.

The car’s fastback design is complemented by frameless doors, hidden door handles, and five-spoke rims with red brake calipers, bringing the drag coefficient to 0.209Cd. Positioned as a medium-sized sedan, the Dongfeng eπ 007 measures 4880/1895/1460 mm, and the wheelbase is 2915 mm.


The other notable elements are its scissor doors, electric rear wing, and 1.824㎡ panoramic sunroof.

The EV version will be offered in single and dual-motor options. The single-motor model will be powered by two different electric motors of 160 kW and 200 kW while the dual-motor version will be powered by two 200 kW motors. The latter’s 0 – 100 km/h acceleration time is 3 seconds. The two lithium iron phosphate battery capacities available – 56.83 kWh and 70.26 kWh – will provide a cruising range of 530 km, 620 km, and 540 km (dual-motor). The EREV version can achieve a cruising range of 1,200 km, according to the automaker. Other powertrain details are not yet revealed at this time.
Under fast charging, replenishing the battery from 30% to 80% takes 26 minutes.


Coming to the interior, the two-tone white and gray cockpit has a two-spoke flat-bottom steering wheel, an LCD instrument panel, a suspended large central control screen (dimensions not yet revealed) that is powered by a Qualcomm Snapdragon 8155 chip, a wireless charging panel, and 64-color ambient lighting.
The audio system is comprised of 20 speakers including the driver’s headrest speakers. At the same time, the car comes standard with a level 2+ advanced driving assistance system supported by 31 sensors, which can realize lane following, memory parking, obstacle avoidance, etc.
Source: Dongfeng eπ

 

[Yommie]

China’s EV registrations in Germany in November: Nio 39, BYD 701, MG 2,577

In 2023 Nio registred 1263 EVs, BYD 4,139 EVs and MG 21,232 EVs in Germany.

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China’s EV registrations in Germany in November: Nio 39, BYD 701, MG 2,577​

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Jiri Opletal

January 4, 2024


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In December 2023, the largest European automobile market continued declining as 242,000 new cars were registered, down 23% from the previous year. Nio’s deliveries were 22% down, BYD 100% up, and MG 54% up in the last month of the year.

In 2023, a total of 2.84 million cars were registered in Germany, up 7% from 2022. 525,000 insured cars were battery electric vehicles (BEVs), up 11% from the previous year, good enough for an 18% market share. 175,000 cars were plug-in hybrids (PHEV), down 50% from the prior year and good enough for a 6% market share.
The data are published by the German Federal Motor Authority (KBA) and track new car plate registrations in the country.


SAIC-owned British-Chinese brand MG came first in December and registered 2,577 electric cars, up 54% from the previous month. In 2023, MG registered 21,232 EVs in Germany.
The second spot goes to Smart, which registered 1,763 EVs, up 32% from the previous month. In 2023, Smart registred 17,418 EVs.
The third sport goes to BYD, which registered 701 units, up about 100% from 350 units in November. In 2023 BYD registred 4,139 EVs in Germany.

BYD sold 341,034 EVs in December globally with 2023 deliveries being over 3 million vehicles.

Great Wall Motor’s ORA registered 405 EVs, down 5% from the month before. In 2023, GWM registered 4,660 EVs in Germany.
Volvo’s sister brand Polestar, owned by Chinese Geely, registered 265 EVs, down 6% from the previous month. In 2023, Polestar registered 6,288 EVs in Germany.
Nio got the fight spot and registered 39 EVs, down 22% from 50 in the previous month and down 85% from 260 the year before. In 2023, Nio registered 1,263 EVs in Germany. The Shanghai-based automaker entered Germany in October 2022 together with three other EU countries (Sweden, Denmark, and Netherlands).
Nio delivered 18,012 vehicles in December. In 2023, Nio delivered 160,038 units globally.

Geely has another three brands in Germany. Lynk&Co registered 24 EVs in December and 2,291 units in 2023; Lotus registered 16 EVs and 321 units in 2023. The third brand is LEVC, which wasn’t officially launched in Germany but registered 2 EVs, most likely for testing as the company produces electric cabs, mainly for the UK.
The German government announced on December 16 that it is, with immediate effect, ending all EV subsidies known as the environmental bonus program as the country is facing a budget crisis. The program was initially supposed to continue until December 31. Many automakers announced they would compensate for the 4,500 EUR subsidy, including Nio, Tesla, Mercedes-Benz, Stellantis and Volkswagen.

 

[Yommie]

Geely Haoyue Pro SUV launches as redesigned Vision X6 Pro

On January 3rd, Geely introduced the latest addition to its Haoyue series – the Haoyue Pro, slated for an early January release.

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Geely Haoyue Pro SUV launches as redesigned Vision X6 Pro​

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Naveed Rastegar

January 4, 2024


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On January 3rd, Geely introduced the latest addition to its Haoyue series – the Haoyue Pro, slated for an early January release. This model is coming hot on the heels of the recently announced Boyue Cool model. Collaborating with the Haoyue L, this new model aims to enhance the Haoyue lineup’s competitiveness in the market.

The Haoyue series sells under the Okavango name internationally and comprises three SUVs: Haoyue (Okavango), Haoyue L and Haoyue Pro. Internationally the Haoyue Pro sells under the Livan brand, which is owned jointly by Geely and Lifan. In China, Livan primarly focuses on battery swappable electric vehicles. Internationally however, older Geely vehicles like the Livan X6 Pro (Haoyue Pro in China) and X3 Pro (Geely Vision X3 in China) are ICE vehicles in its line up.

The exterior design hints that the Haoyue Pro is developed based on the Vision Pro model and a resurrection of the Vision X6 Pro that left the Chinese market. It features a vast matrix-style grille adorned with the silver Geely emblem. The headlight assembly retains its basic contours and will offer both halogen and LED light sources for added functionality. Additionally, the new vehicle is equipped with fresh-styled 18-inch five-spoke wheels, with side and rear design elements resembling those of the Vision X6 Pro.

According to the application information, the Haoyue Pro measures 4518/1834/1715 millimeters (length, width, height) with a wheelbase of 2666 millimeters, maintaining consistency in body dimensions with its predecessors.
Inside, the Haoyue Pro adopts an entirely new design approach, featuring a floating dual-screen setup on the center console, significantly reducing the number of physical buttons. The armrest area integrates physical control keys for electronic gear shifting and parking brakes. Furthermore, the new model sports dual-tone integrated leather seats, with the center console boasting laser-carved decorative panels. With a 5-seat layout, it distinctly differentiates itself from the Haoyue L.

Regarding its powertrain, as per the application information, the new Haoyue Pro will be equipped with a 1.5T turbocharged engine, delivering a maximum power of 133 kilowatts. Its urban fuel consumption is estimated at 6.96L/100km. This engine is among Geely Motors’ primary models, also utilized in the recently announced Boyue COOL model, with an estimated peak torque of 290Nm.


While official pricing has yet to be announced, industry experts predict the pricing to be similar to that of the Vision X6Pro which is priced at 75,900 – 89,900 yuan (10,700 to 12,600 USD). However with some upgrades compared to that model a price closer to 100,000 yuan (14,000 USD) is also possible.
Sources: Autohome Expert Ben

 

[Yommie]

Zeekr CX1E electric SUV from Geely spotted in China

Zeekr CX1E is a SEA-based SUV that adopts the Hidden Energy design language introduced by the Zeekr 007 sedan. To debut this year.

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Zeekr CX1E electric SUV from Geely spotted in China​

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Denis Bobylev

January 4, 2024


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The Zeekr CX1E electric crossover from Geely Group was spotted in China during road tests. It will become the sixth model in the line after 001, 009, X, 007, and CM2E MPV. The CX1E features the Hidden Energy design language with the Zeekr Stargate light band in the front end. It also shares the platform ad tech with the recently launched Zeekr 007 sedan.

Zeekr is a high-end electric brand under the Geely Group. It sells both domestically and globally. The Zeekr model line currently comprises four models: 001 liftback, 009 MPV, X crossover, and 007 sedan. This year, Zeekr will launch two more models known by their codenames: the CM2E minivan and the CX1E SUV. Previously, we have covered the upcoming Zeekr’s MPV. Now, it’s time to speak about the newest crossover.

Zeekr CX1E spy shots​

The Zeekr CX1E was spied during road tests wearing heavy camouflage. However, it is clear the new model adopts the Hidden Energy design language first introduced by the Zeekr 007 sedan. We can tell it by the smooth bonnet line and frameless side view mirrors.

From the side, the Zeekr CX1E features slanted D-pillars and a sloped roofline. Its doors have retractable handles. The top trim level CX1E will likely have buttons instead of handles. Speaking about the doors of the new crossover, they are frameless. Another fine detail of this crossover’s exterior styling is the five-spoke rims.
Inside, the Zeekr CX1E stays in line with the 007 sedan. It has the same main screen and instrument panel. But it features a new steering wheel with three spokes and flattened upper and lower sides. The gear selector sits behind the wheel. The rest of the interior is hidden.

Zeekr CX1E fan render images​

Based on spy shots, Chinese designer Sugar Design created unofficial render images of the CX1E. According to his vision, the Zeekr CX1E resembles an SUV version of the 007 sedan. It has a LiDAR sensor on the roof and a single taillight strip in the back.

The exact dimensions of the Zeekr CX1E are unknown. However, it is seemingly bigger than the small Zeekr X crossover. The body length of the CX1E may reach 4.7 meters. In stands on the SEA architecture. This crossover will make its debut this year. More on the Zeekr CX1E as we get it!
Source: Weibo

 

[Yommie]

China EV sales last week of 2023: BYD 76,800, Tesla 15,800, Nio 5,700

The whole market was up WoW except Tesla in China.

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China EV sales last week of 2023: BYD 76,800, Tesla 15,800, Nio 5,700​

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Jiri Opletal

January 3, 2024


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December 25 – 31 was week #52 of 2023, and its final. BYD grew 20% to 76,800 units, Tesla fell 15% to 15,800, and Nio grew 39% to 5,700 vehicles compared with the week before.

The weekly data were published by Li Auto, and they represent weekly sales. The background data are weekly insurance registrations. The numbers are rounded and present new energy vehicles (NEV), the Chinese term for BEVs, PHEVs, and EREVs (range extenders). To be completely precise, it also includes hydrogen vehicles (FCEVs), but their sales are almost non-existent in China.
BYD jumped 20.19% from 63,900 to 76,800 vehicles week-on-week. In December, 256,800 BYD vehicles were insured in China.

BYD produced 308,972 vehicles in December and sold 341,043, meaning the dealer stores were empty by the end of the year. BYD offered a lot of discounts and perks in December to reach its annual target of 3 million sold vehicles. On Monday, the company revealed it reached its target and sold 3.02 million vehicles in 2023, up 62% from the year before.
In December, BYD sold 56% BEV and 44% PHEV vehicles. In 2023, the annual ratio was 52.3% to 47.7% BEV: PHEV.
BYD Song L is the biggest surprise of December, as the Tesla Model Y competitor sold 10,003 units only two weeks after the December 15 launch.


Tesla registered 15,800 insured vehicles, down 14.59% from 18,500 the week before. In December, 76,000 Tesla vehicles were insured in China.
In December, Bloomberg reported that the Tesla Shanghai plant would start mass production of the updated Model Y, codenamed Juniper, in mid-2024. Tesla China began production of a revised Model 3 codenamed HIghland in September in Giga Shanghai.
The end of 2023 differed from the end of 2022 when Tesla started a price war in China with radical discounts for its lineup. In October and November, China slightly raised prices three times in a row for its whole lineup in China – Model 3 and Model Y.
Tesla sold 94,139 China-made vehicles in December; those numbers include domestic sales and exports.

Nio insured 5,700 vehicles, up 39.02% from 4,100 units the week before. In December, Nio insured 17,700 EVs in China.
In December, Nio reported it delivered 18,012 EVs in China.

The last week of the year was record-breaking also for Li Auto, which reported 14,100 registrations, up 16.53% from 12,100 the previous week. In December, Li Auto insured 50,500 vehicles in China.
Li Auto reported deliveries of 50,353 vehicles in December, surpassing the 50,000 milestone for the first time.
Li Auto sells only three models, all SUVs and electric range extended vehicles (EREVs). EREV is a type of plugin hybrid, where a small ICE only works as a power generator for the battery and is not connected to the wheels.
Li Auto plans to launch its first all-electric vehicle – Li Mega MPV – On March 1. Initially, the launch was supposed to happen in December, and deliveries would start in February, but it was postponed.

Huawei’s Aito insured 5,900 EVs, down 1.67% from the week before. Xpeng insured 4,800 EVs up 23.08 WoW. The Zeekr was one of the biggest growers with 50% up WoW and insuring 4,200 units.
December 1 – December 31 insurance registrations in China:

• BYD: 256,800
• Tesla: 76,000
• Li Auto: 50,500
• Aito: 24,500
• Nio: 17,700
• Leapmotor: 17,600
• Xpeng: 17,300
• Deepal: 14,600
• Zeekr: 12,300
• Denza: 10,900
• IM: 9,600
• Voyah: 7,400

December deliveries of NEVs self-reported by automakers:

• BYD 341,043*
• Li Auto: 50,353
• Aito:24,468
• Xpeng: 20,115
• Leapmotor: 18,618
• Nio: 18,012
• Zeekr: 13,476
• IM: 10,412
• Voyah: 10,017
• Neta: 5,135

*globally, includes Denza, YangWang, Fang Cheng Bao brands

 

[Yommie]

The updated SAIC VW ID.3 and ID.4 hits the Chinese market

While largely similar to its predecessors, the updated model showcases subtle exterior changes, including a closed front grille, a new style of LED headlights, and a more sporty, aerodynamic profile.

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The updated SAIC VW ID.3 and ID.4 hits the Chinese market​

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Naveed Rastegar

January 3, 2024


6
A close up look at the new ID.3

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In 2021 SAIC Volkswagen first debuted the ID.3 in China. The company is back with a new iteration in 2024 for both the ID.3 and ID.4 models. With updated information and specs on its official site, the ID.3 has launched with two configurations priced at 163,888 yuan (USD 23,000) and 171,388 yuan (USD 24,000). This price point is higher than its previous iteration after the announcement of price cuts last year and a starting price of USD 16,600.

The behind view of the 2024 ID.3 in China
The car offers four exterior colors (Aurora Green, Ion Grey, Bay Blue, and Star White) and two interior options (Jupiter Gold and Dark Magnetic Field). While largely similar to its predecessors, the updated model showcases subtle exterior changes, including a closed front grille, a new style of LED headlights, and a more sporty, aerodynamic profile. At the rear, the design features a rounded look with a small spoiler at the roof’s end, enhancing its sporty appeal. With dimensions identical to the previous model, measuring 4261/1778/1568mm (length/width/height) and a wheelbase of 2765mm, the car while still very much a compact size, is roomy enough for its passengers.

Inside, the ID.3 maintains a minimalist design with a compact full LCD instrument panel, a floating multimedia system supporting Apple CarPlay, and integrated electronic shift controls, optimizing storage space in the center console. Under the hood, it houses a permanent magnet synchronous motor delivering 125kW of power and a peak torque of 310Nm. The car boasts a CLTC (China’s standardized testing) comprehensive operating range of 450 kilometers thanks to 52.8kWh battery. For comparison, the new Model 3 rear-wheel drive has a CLTC operating range of 606km.
Inside the ID3
As for the ID.4, a broader array of four price points are available ranging from 195,000 yuan (27,000 USD) to 283,000 yuan (38,000 USD). In terms of power, the new Volkswagen ID.4 with its CLTC system has a projected operating mileage of 425km, 601km, and 555km with a maximum power of 125kW, 150kW, and 230kW available respectively. Further details and features of the vehicles should be updated on the official site soon.

Source: Autohome YiChe

 

[Yommie]

Geely’s Boyue Cool Friends Edition compact SUV launched, priced at 14,000 USD

Geely Boyue Cool is a five-seater compact SUV with an ICE powertrain.

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Geely’s Boyue Cool Friends Edition compact SUV launched, priced at 14,000 USD​

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Dong Yi Chen

January 3, 2024


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On January 3, Geely launched a new version of its Boyue Cool compact SUV called Friends Edition, priced at 99,800 yuan (14,000 USD). Currently, there are a total of six Boyue Cool models, including the Friends Edition, on sale, with a price range of 99,800 – 125,800 yuan (14,000 – 17,700 USD).


The Geely Boyue Cool Friends Edition measures 4510/1865/1650 mm, with a 2701 mm wheelbase.
The seat adopts a 2+3 layout, which is consistent with the current model. The standard trunk capacity is 571 liters.

Geely Boyue Cool Friends EditionGeely Boyue Cool existing model
The appearance of the new car continues the design of the current model, which is based on the Starburst design language design, meant to give a youthful, fashionable, and sporty vibe, according to Geely. The car runs on 18-inch aluminum alloy rims.

The interior layout remains unchanged with a T-shaped cockpit against a black background. It has a 10.25-inch full LCD instrument panel, a 13.2-inch vertical central control screen with a resolution of 1440 x 1920, and a four-spoke flat-bottom multi-function steering wheel. The Geely Boyue Cool Friends Edition continues to be equipped with a built-in Qualcomm Snapdragon 8155 chip and the Geely Galaxy OS Air operating system, which supports functions such as GPS navigation, OTA updates, and voice recognition.
At the same time, compared with the current model on sale, the Friends Edition cancels functions such as one-button engine start & stop, front side airbags, second-row seat headrest & armrest, and advanced driving assistance capabilities including adaptive cruise control, automatic emergency braking, traffic jam assist, and lane departure warning.

The powertrain also remains unchanged with a new generation of Geely’s Jinqing 1.5T turbocharged engine that outputs a maximum power of 133 kW and a peak torque of 290 Nm, mated to a 7-speed DCT. The 0 – 100 km/h acceleration time is 7.9 seconds and the WLTC comprehensive fuel consumption is 6.44L/100km.
Source: Geely

 

[Yommie]

BYD sold 367,419 Dolphin hatchbacks in 2023, up 79%. Seagull sold 280,217, Leopard 5 5,712 units

New brands sales kicked-in. YangWang U8 sold 2,001 units and Fang Cheng Bao Bao 5 sold 5,712 units.

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BYD sold 367,419 Dolphin hatchbacks in 2023, up 79%. Seagull sold 280,217, Leopard 5 5,712 units​

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Jiri Opletal

January 2, 2024


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BYD sold a record-breaking 341,043 electric vehicles in December and reached its annual target of 3 million deliveries in 2023. The company produced only 308,972 vehicles in December, meaning dealers had to clear most of its stock cars during the massive end-of-year sales push. Shenzhen-based automaker sold 3,024,417 vehicles in 2023, up 61.9% from the previous year.

Battery electric vehicles (BEV) have accounted for 52.3% of sales with 1.57 million units, while plugin hybrids (PHEVs) contributed 47.7% with 1.44 million units. The trend is leaning towards BEVs each month, and in December, BYD sold 56% of BEVs and 44% of PHEVs.
Breakdown of BYD model sales in 2023.
BYD Dolphin contributed 12% or 367,419 units of all sales in 2023, up 79% from 205,417 units in 2022. Dolphin is an all-electric hatchback sitting on e-platform 3.0, which started deliveries in 2021 and has had rock-solid numbers since then. Its competitors are ID.3, MG4 or Volvo EX30. This is the car Volkswagen wanted ID.3 to be. BYD Dolphin delivered 36,514 units in December, up 4% from November.


BYD Song was the most successful series and delivered 640,749 cars last year, up 33% from 481,607 in 2022. This accounts for 21% of all BYD sales in 2023. Unlike BYD Dolphin, Sonsong g is not a single car but a family of various BEV and PHEV models. Most of them are PHEVs:

• Song Pro DM-i
• Song Max DM-i
• Song Plus DM-i

The BEV models:

• Song Plus EV
• Song L

The Song L is a brand-new SUV in BYD’s lineup to compete with the Tesla Model Y. The best-looking BYD car launched on December 15 and delivered 10,003 units last month. This is impressive for a new car, but not surprising, as Song L received 8k orders 72 hours after the launch.

The Song series sold 84,039 vehicles in December, up 36% from 61,694 in November. Part of the reason is that Song L deliveries kicked in.
BYD Song L.
BYD Seagull sold 280,217 units of BEV entry-level hatchback in 2023. The EV with a Lamborghini-styled front face from Wolfgang Egger (yes, the Egger, former Lamborghini head of design) started deliveries in April and is doing pretty well in competing with GM-SAIC JV’s Wuling Bingo.
Seagull delivered 50,525 units in December, up 13% from 44,603 in November.

After Dolphin and Seagull, BYD Seal is the third most popular EV from the Ocean series. It sold 127,323 units in 2023. Seal sold 20,093 units in December, up 31% from last year and 1% from November. Seal started deliveries in August 2022 as a BEV, and a year later, on September 2023, it was joined with the Seal DM-i plugin hybrid version. It struggled in early 2023, but it seems the price cuts and DM-i version launch kicked up the sales in China, also, BYD pushed Seal for export.

BYD Yuan series sold 428,580 units in 2023, up 87% from 229,020 in 2022, making it the fastest-growing BYD series. The most known member of the Yuan family is BYD Yuan Plus, or Atto 3 as called on international markets, BYD’s export champion.
BYD’s subbrand sales also stepped in. The Fang Cheng Bao sold 5,712 units of their only car, the Bao 5 (Leopard 5) SUV. The deliveries started in November with 626 units and continued in December with 5,086 units. Bao 5 is off-roader EREV.
BYD’s most hardcore brand, YangWang, also sells only one car – the YangWang U8 SUV – and sold 2,001 units last year. YangWang started deliveries in November with 408 units and 1,593 units in December. Like Bao 5, YangWang U8 is EREV, as it is expected to hit international markets later in 2024. BYD didn’t say which market will be its first, but BYD Brasil announced they will start selling U8 in May. BYD U8 starts at 1.089 million yuan (153,000 USD) in China.
Exports rose 334% in 2023 as BYD shipped 242,766 electric vehicles to overseas markets. In December, BYD exported 36,095 EVs.

 

[Yommie]

Geely sold 1.68 million vehicles in 2023, up 18%

In 2024, Geely has a sales target of 1.9 million vehicles.

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Geely sold 1.68 million vehicles in 2023, up 18%​

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Dong Yi Chen

January 1, 2024


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In 2023, Geely sold 1,686,516 vehicles, a year-on-year increase of 18%, exceeding the automaker’s original annual sales target of 1.65 million vehicles. In particular, 487,461 new energy vehicles (NEVs) were sold, a year-on-year increase of 48%, which is close to one-third of Geely’s annual sales, and achieving positive year-on-year growth for 11 consecutive months. In 2024, Geely set a sales target of 1.9 million vehicles and an NEV sales growth rate of 66%.

Broken down into brands, the Geely brand’s cumulative sales in 2023 were 1,309,580 vehicles, a 16% year-on-year increase. Among them, the Geely Galaxy series (L7 PHEV SUV & L6 PHEV sedan) has sold a total of 83,497 vehicles in the seven months after its launch while the Geely Geometry series has a cumulative sales volume of 191,346 units in 2023, a 28% year-on-year increase.

The Lynk & Co brand sold 220,250 vehicles annually, a year-on-year increase of 22%, including 25,695 units sold in December, a year-on-year increase of 17%. As of the end of December, Lynk & Co has opened 11 stores in six European countries.


Zeekr’s cumulative delivery volume in 2023 was 118,685 vehicles, a year-on-year increase of 65%, including 13,476 units delivered in December, a year-on-year increase of 18.9%. As of the end of December, the cumulative delivery volume of Zeekr has exceeded 190,000 vehicles. So far, Zeekr has built a total of 432 charging stations; that number is expected to reach 1,000 in 2024, and 10,000 by 2026.

Livan, the brand known for battery swap, sold 3,900 vehicles in December, bringing the annual cumulative sales to 38,001 vehicles. In 2023, Livan launched the Livan 7 SUV and established a standard flagship store in Azerbaijan.

Furthermore, Geely exported 274,101 vehicles overseas, a 38% year-on-year increase, including 21,347 vehicles exported in December, a year-on-year increase of 9%. At the same time, Geely has deployed in the Middle East, Asia-Pacific, Africa, Latin America, and Pan-Europe, with 532 sales & service outlets in 70 countries and 10 products launched in 43 countries. It also established its fourth subsidiary in the Mexican market to further penetrate the Latin American market.

Source: Geely

 

[Yommie]

Great Wall Motor sold 261,546 new energy vehicles in 2023, up 98.39%

All models from Great Wall Motor will be equipped with the automaker's Hi4 hybrid technology by the end of 2024.

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Great Wall Motor sold 261,546 new energy vehicles in 2023, up 98.39%​

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Dong Yi Chen

January 1, 2024


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In December 2023, Great Wall Motor (GWM) sold 29,816 new energy vehicles (NEVs), a year-on-year increase of 168.59%; making the annual cumulative NEV sales 261,546 vehicles, a year-on-year increase of 98.39%. In 2023, GWM’s five major brands, including Haval, Ora, Tank, Wey, and GWM Pickup, entered the new energy vehicle market, with an average monthly growth rate of 17.70% and an average quarterly growth rate of 57.14%.

GWM annual cumulative NEV sales in 2023
Among them, the cumulative NEV sales of the Haval brand in 2023 exceeded 77,000 units, a year-on-year increase of 649%. On May 22, Li Ruifeng, Chief Growth Officer of GWM, revealed that all models from the automaker will be equipped with Hi4 hybrid technology as standard by the end of 2024.
Wey 03 enters the European market
At the same time, it is worth pointing out that as of December 29, GWM reported that its overseas sales in 2023 exceeded 300,000 vehicles for the first time, and its cumulative overseas sales to date have exceeded 1.4 million vehicles. Currently, GWM is planning to further expand into the European market following its entry into the German and British markets, including eight new European markets: Italy, Spain, Portugal, the Netherlands, Belgium, Luxembourg, Austria, and Switzerland.

In November, GWM released its ONE GWM European strategy, and subsequently, introduced the WEY 03 (formerly known as the Wey Coffee 02) to the European market and will officially debut in Rome with an exclusive test drive event.
Ora 07 EV launch event in Thailand on November 29, 2023
In addition to the European market, GWM also plans to accelerate its NEV deployment in Southeast Asian markets. On November 29, GWM launched the Ora 07 (formerly known as Ora Lightning Cat) pure electric vehicle in Thailand. At the same time, GWM and the Tourism Authority of Thailand formally signed a strategic cooperation agreement to delve into the fields of sustainable green travel.
As the world’s adoption of NEVs increases, with Norway, Iceland, Sweden, the Netherlands, and China being the top five countries with the fastest adoption rate, according to the World Resource Institute (WRI); we shall see how GWM’s expansion into the overseas markets impact its NEV sales.

Source: GWM, WRI

 

[Yommie]

Xpeng X9 seven-seater launched at 50,800 USD, lower than pre-sale price

Xpeng X9 got 4,000 USD discount on launch.

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Xpeng X9 seven-seater launched at 50,800 USD, lower than pre-sale price​

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Jiri Opletal

January 1, 2024


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Xpeng launched its first electric MPV, Xpeng X9, in China. The EV got a discount on launch as the launch price undercut the pre-sale price by 28,200 yuan (4,000 USD), and the car started at 359,800 yuan (50,800 USD).

Before the launch, Xpeng announced that X9 received 30,000 orders since the pre-sale, which started on November 17. The pre-order price was 388,000 yuan.
Xpeng X9 on stage during the launch. Credit: Xpeng
X9 is a large MPV (multi-purpose vehicle) with a length of almost 5.3 meters and a starship design. It sits on the SEPA 2.0 platform and dimensions are 5293/1988/1785 mm, respectively, and the wheelbase is 3160mm. It has three rows and 7 seats in setup 2+2+3. Aerodynamics is not bad considering it is a massive family MPV, with a drag coefficient of 0.227 Cd.

X9 has two powertrain options: front-wheel drive (FWD) with a 235 kW motor and all-wheel drive (AWD) with an additional 135 kW rear motor and a total maximum output of 370 kW and 640 Nm torque. The minivan accelerates from 0 to 100 km/h in 5.7 seconds and generates a top speed of 200 km/h.
The battery options are two: an 84.5 kWh pack with lithium iron phosphate (LFP) chemistry from Eve Energy and a 101.5 kWh pack with ternary NMC chemistry from CALB. X9 supports 800V charging and has 3C battery cells, which enable adding 300 km of range in 10 minutes.
Based on engine/battery combinations, X9 has 610 km, 640 km, and 702 km CLTC range. There are four configurations available:

Xpeng X9 Model	Price (yuan)	Price (USD)
610 Pro (FWD)	359,800 yuan	50,800 USD
702 Pro (FWD)	379,800 yuan	53,700 USD
702 Max (FWD)	399,800 yuan	56,500 USD
640 Performance Max (AWD)	419,800 yuan	59,300 USD

Note: The Pro version has no lidar, and the Max version has two lidars.Xpeng X9’s Tesla-like minimalistic interior.
During the conference, Xpeng’s CEO and founder, He Xiaopeng, spent a lot of time discussing how spacious X9 is, presenting, for example, how many bikes you can fit in (five), how many golfing sets you can fit in (don’t ask), etc. Thanks to smart function, X9 can electronically fold the rear row of seats and create 2,554 liters of boot space. Xpeng calls it a “one-click transformation to ultra-large 4-seater SUV”.
X9 can be also a 4-seater.
Inside the car is a fridge with 10.8 liters of space and electronic doors. As usual for Xpeng, the interior is very Tesla-like, with a minimum of physical buttons, two cup holders, a 17.3″ central control screen, and a smaller instrument LCD panel for the driver. There is also a large 21.4″ screen inside the roof for the rear passenger that can pop up on demand.
X9’s 21.4″ pop-up screen.
X9 is manufactured with the help of a 12,000-ton integrated die-casting machine produced by Guangzhou Hongtu, and Xpeng claims it is the world’s most giant mass-produced die-casting machine.
X9’s mini fridge.
Xpeng’s big selling point is autonomous driving and its ADAS XNGP. He Xiaopeng announced that Xpeng is ahead of schedule in covering Chinese cities and announced the expansion of City NGP into 243 cities in China. Last month, Xpeng showcased X9’s autonomous parking and car summoning through the app.
The city NGP will be only available for the Max version(equipped with lidars). The Pro version without lidar will only have highway NGP support, according to Xpeng.

Xpeng previously announced that City NGP is coming to Europe as well. As their deliveries outside China are struggling, it might be the impulse their overseas operations need.

Xpeng received a 700 million USD investment from Volkswagen in July, which acquired a nearly 5% stake in a Guangzhou-based automaker. Moreover, in August 2023, Xpeng announced they acquired the EV unit of Didi (China’s Uber) to build new affordable EVs under the Mona brand.

In December, Xpeng delivered a record-breaking 20,115 all-electric vehicles in China, up 78.12% from the previous year. Cumulative deliveries for 2023 reached 141,601 vehicles, up 17.26% from 120,757 in 2022. The best-selling EV in Xpeng’s lineup is the Xpeng G6 SUV, which competes with the Tesla Model Y.

Editor’s comment​

The leading competitors to X9 will be China’s 9-series: Zeekr 009, Denza D9, Hycan V09, and the upcoming Li Mega, whose launch was postponed from the end of December to March 1. Li Mega will be more expensive than X9 as Xpeng is a mass-market brand, and Li Auto is premium. However, thanks to its futuristic design and the fact it is the first BEV from Li Auto, it might attract some potential X9 top-trim level customers. We will keep an eye on it.

Further reading about Li Mega: