tag:blogger.com,1999:blog-1399793419425111085.post3603091580590489996..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: China October 2019José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-1399793419425111085.post-44397755486466895932019-12-08T09:04:16.126+00:002019-12-08T09:04:16.126+00:00@ Antrik
The "made in China" Tesla Mode...@ Antrik<br /><br />The "made in China" Tesla Model 3 will qualify for the Government incentives in China.<br /><br />And there will be no import duties because the cars will be produced in China.<br /><br />The price will be more competitive and more affordable for the buyers in China.<br /><br />The total number of Tesla Model 3 deliveries in China will be more than 60,000.<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-78013766163206113142019-11-26T09:12:36.576+00:002019-11-26T09:12:36.576+00:00I agree, many models just stopped being produced, ...I agree, many models just stopped being produced, and only a few will return, with bigger batteries, in order to have access to subsidies and/or become more competitive.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-21047095791672550032019-11-26T09:11:00.145+00:002019-11-26T09:11:00.145+00:001 - PHEVs are also hurting;
2 - Tesla Model 3;
3 -...1 - PHEVs are also hurting;<br />2 - Tesla Model 3;<br />3 - VW is now focused in launching BEVs. PHEVs were a quick fix. José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-86632693421834660402019-11-26T09:08:18.565+00:002019-11-26T09:08:18.565+00:00+1+1José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-33982186197758870392019-11-18T11:43:02.324+00:002019-11-18T11:43:02.324+00:00The total wipe-out of some models (most notably th...The total wipe-out of some models (most notably the BAIC EX) makes me wonder whether perhaps they stopped production of these models entirely? Either temporarily, to update them in the hopes of catching the remaining subsidies; or maybe even permanently, because they are just not profitable any more?...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-87497185446276960012019-11-18T11:39:33.944+00:002019-11-18T11:39:33.944+00:00Curious that after months of strong sales, the Pas...Curious that after months of strong sales, the Passat has pretty much collapsed now... I wonder whether that's only a temporary hiccup, or there are more fundamental reasons?antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-32778544852257721382019-11-18T11:35:50.386+00:002019-11-18T11:35:50.386+00:00The efficiency of the Aion S is really impressive....The efficiency of the Aion S is really impressive. And it's not just the aerodynamic shape: at the low speeds NEDC uses, this should only have a limited impact... Getting a range higher than Model 3 SR+ with a similar battery size, suggests it has a surprisingly efficient drive unit.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-39005855040183975992019-11-18T11:25:35.584+00:002019-11-18T11:25:35.584+00:00The effects of the heavy-handed government policy ...The effects of the heavy-handed government policy now look even worse than expected: not only are the sudden drastic subsidy cuts devastating (as I pointed out before, it's actually more than 50%, since local subsidies were eliminated at the same time) -- but the attempt to force the Chinese makers to focus on more high-end EVs (that presumably should become export hits in the future) looks like a total failure: most of the Chinese makers just do not seem to be there yet; while killing the market for affordable EVs removes the scale necessary to get there...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-4925827901871707512019-11-18T11:15:27.628+00:002019-11-18T11:15:27.628+00:00Regarding NIO, I'm actually more interested in...Regarding NIO, I'm actually more interested in the upcoming sedan they have been touting, with specs that for once would actually justify their relatively high prices...<br /><br />Even then, I'm pretty sceptical about their prospects. Even with perfect execution, they will need many more billions in order to have any hope of reaching sustainability -- will investors be willing to provide that? Frankly, between established global makers becoming more serious about the Chinese market, and established Chinese makers presumably stepping up their game and introducing more premium models, I don't really see much room for any of the startups...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-72715930328986544202019-11-18T11:06:40.257+00:002019-11-18T11:06:40.257+00:00I'd say there is very little doubt that Tesla ...I'd say there is very little doubt that Tesla can produce the volumes necessary to reach the top spot... Question is whether they will find enough buyers at the current price point.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-67575677474864621752019-11-18T09:40:48.339+00:002019-11-18T09:40:48.339+00:00The Chinese policy was: Let hundred flowers bloom....The Chinese policy was: Let hundred flowers bloom. <br />Weeding the weak and pushing the strong with careful and timely incentive adjustments.<br /> <br />It looks like the last adjustment was a bit too early and a bit too strong.Maarten Vinkhuyzennoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-45101140477552184062019-11-18T08:13:46.028+00:002019-11-18T08:13:46.028+00:00If the production volume of GF-3 in 2020 reaches a...If the production volume of GF-3 in 2020 reaches a very modest 100,000, Model 3 will have a shot at winning China best seller title. If the rump-up is faster it can dominate the market.Anonymousnoreply@blogger.com