EV Writer Reports on China EV/PHEV

Investment Analysis Clubs Macro Economic Trends and Risks
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https://insideevs.com/features/759112/shanghai-podcast-byd-seagull-ev/
China’s latest offerings in the electric vehicle and plug-in hybrid space [feel a decade ahead of Western competitors](China’s EVs Raced Ahead. Now It’s About Continuous Improvement). Battery technology, software, manufacturing techniques, you name it—China’s way ahead.

But I realized something yesterday when we were recording this podcast that kind of snuck up on me: even China’s cheap cars are now way better than ours. And they still have cheap cars. Blame the thirst for profits or tariffs or whatever you want, but you can’t even buy a Ford in America for under $30,000 anymore.

https://insideevs.com/features/759018/china-shanghai-auto-show-analysis/

China 2025: Evolution, Not Revolution (Or At Least, Less Of That)

  • it’s clear to me that now it’s shifting to refinement and slower, more methodical updates to existing products rather than total, explosive development of new models all the time.*
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https://insideevs.com/news/759103/china-shanghai-partnerships-audi-evs/
Why Western Automakers Desperately Need Help From China

China’s technology moved so fast that one-time senior partners like GM and Volkswagen need help. What does it mean for the rest of us?

One trend was abundantly clear at the Shanghai Auto Show this year: in China, the world’s biggest car market, the teacher has become the student.

More and more automakers that once served as the “senior” partner in various joint ventures are turning to their former “junior” partners to get a leg up on battery technology, software and manufacturing techniques.

This is not a popular post as it points out that technological advances Chinese EVs smoke US brands. US brands would be further behind if they couldn’t steal technology from their Chinese joint ventures.LOL

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