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China Market situation and outlook

Discussion in 'TSLA Investor Discussions' started by Cankooo1, Mar 22, 2014.

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  1. cwerdna

    cwerdna Active Member

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    I posted this in another forum. Apologies if any of this is a repeat:
    was an 8.5 minute segment on EVs in China. They did mention that Shenzhen's the world's first city to rely only on electric buses. They said that city operates more electric buses than every city outside of China combined.

    At 5:05 or so, they talk about BYD "greening" the city's taxi fleet.

    They show this massive (LOTS of bays) charging area, presumably for taxis and the massive line. They said that almost all of the city's 22K cabs are electric. They talked to a taxi driver who said that he sometimes had to wait in line. A few months back, he waited an hour in line to charge and another 2 hours to charge.

    After doing some Googling to see if I could find some pics, I found World's largest charging station in Shenzhen powers all-electric taxi fleet | The Driven. Not sure if it's the same area.
    Unclear if they really are "fast" chargers, say over 20 kW. In China, they use GB/T standards for AC and DC charging. From what I've seen, their DC ports look similar to CHAdeMO but isn't. Their AC inlet resembles Mennekes Type 2 but w/the wrong gender.

    Was part of the 10-part series I started at thread on at PBS NewsHour China: Power & Prosperity. That thread's been crickets.
     
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  2. Tam

    Tam Well-Known Member

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    That sounds about right. Its specs:

    "V2G 480 VAC, 3 phase, 2h (0–100% SOC)"

    In 2012, it was:

    "Charge time is estimated to be 18 hours or six hours through a "fast" DC charger. "
     
  3. RobStark

    RobStark Well-Known Member

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  4. Cosmacelf

    Cosmacelf Well-Known Member

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    FWIW, a friend in China said they test drove a Model 3 that was manufactured in the Shanghai factory. So a lot of those manufactured Model 3s might not have been available for sale right away, but they were shipped to stores for demo rides. All good stuff.
     
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  5. jeewee3000

    jeewee3000 Member

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    If I had to guess I'd say Tesla is holding out on MIC Model 3 deliveries since they have enough produced/delivered without them to reach the (lower end of the) guidance for H2 2019. If all the produced MIC Model 3's are delivered in Q1 2020 that would help the worse quarter of the year to reach profitability.

    One can dream.
     
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  6. RobStark

    RobStark Well-Known Member

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    [​IMG]

    Tesla Model X this time managed to outsell (9,400 vs 8,900 units) the 2018 Best Seller Nio ES8, recovering the title that had belong to it in previous years.



    EV Sales: China December 2019
     
  7. Doggydogworld

    Doggydogworld Active Member

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    Huge December after horrible October and November. I expected about 100k. I'm suspicious of the reported numbers, but maybe I just don't like being wrong :) China is famous for last minute "fleet sales" to related parties and similar tricks. The BAIC EU- and EV-Series are clear outliers. SAIC Roewe EIS, also. Note that BAIC and SAIC are both state-owned. The SAIC Baojun E-Series number look legit, it still qualifies for subsidies and is really cheap, plus they expanded sales nationally in Q4.

    Jose's Tesla estimate is just a guess, he was WAY off in November. Not that I have a better guess. Tesla shipped a lot more cars to China in Q4 than prior quarters, and the P&D report indicates they sold them.
     
  8. SwTslaGrl

    SwTslaGrl Member

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    "China's electric vehicle showdown

    Chief executive Makoto Uchida called the Ariya the "flagship of the new Nissan" at its online launch this month from the company's headquarters in Japan. The company is hoping the model will sell particularly well in China, despite tough local competition from US-based Tesla.

    The electric vehicle (EV) giant, led by polarising CEO Elon Musk, became the best-selling new EV in China in May this year, a combination of the brand's international cachet, strong reputation in China and the construction of an expansive production facility in Shanghai. [...]

    China's electric vehicle showdown
     
  9. RobStark

    RobStark Well-Known Member

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    [​IMG]

    Looking at the manufacturers ranking, BYD (16%, down 1%) is still in the leadership, but slowly losing charge, with Tesla (14%) firm in 2nd, same as SAIC (10%) in 3rd, while below the podium, we see a position change, with Volkswagen (7%, up 1%) climbing to #4, switching positions with GAC (6%, down 1%), with BAIC and BMW, both with 5%, are waiting for a chance to climb higher.

    EV Sales: China June 2020
     
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  10. bonaire

    bonaire Active Member

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    Can you give a side by side of the Chinese EV market by showing the 2019 graph for end of June alongside that?
     
  11. JRP3

    JRP3 Hyperactive Member

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    Everyone remember that bonaire is in deep with TSLAQ.
     
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  12. Electroman

    Electroman Well-Known Member

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    Neck deep..
     
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