Author: CBEA
Source: http://www.cbea.com/djgc/202101/007037.html
Translation/edit: MoneyballR

In the game of costs, safety and range, LFP and nickel rich technology have received a lot of attention in corresponding markets and segments, and were frequently the focus of discussions in the industry last year. It looked like medium nickel content ternaries lost popularity, but that is not the case. Medium nickel content ternaries are appearing in another form — monocrystalline medium nickel content ternary.

Looking at battery OEMs, 2020 saw CATL, Sunwoda, REPT, IPNETECH launch medium nickel content monocrystalline ternary batteries. As far as materials go, monocrystalline 5-/6-series have become key products…


Author: DENG Ya/D1EV
Source: https://mp.weixin.qq.com/s/cMSam1AwKX_yHdqlS6-vFw
Translation/edit: MoneyballR

Speculations on NIO 150 kWh battery supplier did not start with NIO Day
December last year, on the fourth floor of Sofitel hotel in Haikou, NIO president started a conversation with the media that was not scheduled. The conversation lasted two hours and among many things that the president revealed was also 150 kWh battery pack.

As our colleague, who attended the meetup, recalls, after the conversation finished, several reporters asked NIO to confirm who is the pack supplier, but they did not reply. Later, a NIO engineer said NIO is currently talking…


Author: ZHU Yulong
Source: https://xueqiu.com/6659575183/168114612
Translation/Edit: MoneyballR

What was interesting today was that as Tesla US started another round of price corrections, Model Y added standard range version despite claims that short-term this would not happen. Starting price is at $41,990.

Model 3 Price and Insurance Data Review

The version based on ternary battery — which had its price cut by $ 8K and has EPA around 393 km — is obviously part of Tesla’s efforts to get more US orders, but also a sort of preview for China as I believe that China might see this version mid-year. NE-Times…


Author: KOU Jiandong/CLS
Source: https://www.chinastarmarket.cn/detail/659746
Translation/edit: MoneyballR

After NIO revealed 360 Wh/kg, 1,000 km range solid state battery on NIO Day last weekend, the market started to speculate on NIO’s solid state battery supplier.

Laboratory tests have reached technical requirements, but market speculations are not correct. We have a very close cooperation with solid state battery supplier. It is a leading company in the industry, but we cannot disclose its name at the moment, NIO founder and CEO told CLS reporter.

Potential NIO solid state battery suppliers include previously rumored Qingtao, Prologium that signed cooperation agreement with NIO and NIO’s…


Author: EV Observer
Original source: https://xueqiu.com/6381881761/167339998
Translation/edit: MoneyballR

On December 31st, 2020, four government departments issued “Notice on Further Improvement of Financial Subsidy Policy for NEV Promotion” in which 2021 subsidy scheme was published.

Basically, 2021 policy is arranged according to 2020 published subsidy scheme — 2021 subsidy policy will be cut by 20% (10% for publicly used vehicles), while technical indices remain the same.

R=300–400 km EV PV will be subsidized with RMB 13K, R= above 400km EV PV with RMB 18K and PHEV (REEV included) with RMB 6.8K.

Since 2020 policy announced 2021 policy, the transition period is…


Author: ZHU Yulong
Original source: https://xueqiu.com/6659575183/167402446
Translation/edit: MoneyballR

Introduction

Yesterday, on the first day of 2021, Tesla announced official start of MIC Model Y sales. A dummy price tag was replaced with a more reasonable one and Model Y LR starting price is now RMB 399.9K, RMB 148.1K cheaper than the dummy one. Performance version is priced at RMB 369.9K, RMB 161.5K cheaper.

At the same time MIC Model 3 also saw adjustments. Model 3 LR was taken off the counter, while Performance price was cut to RMB 339.9K from RMB 419K.

My initial take mainly consists of several following…


Author: CUI Dongshu (CPCA secretary general)
Original source: https://mp.weixin.qq.com/s/6yNVGNwa_bgjo_RszihtGA
Translate/edit: MoneyballR

Tesla China significantly adjusted MIC Model Y price. I think that Tesla localized its products and is now changing industry’s pricing rules, especially when it comes to tacit rules on high premium in SUVs.

Strong downward trends in 2020 NEV pricing are clear. The core feature that is strongly represented in SGMW Hongguang MINI and Tesla Model 3 is relatively big price decrease which helps them gain an increase in sales. …


Author: XIANG Xiufang/Caijing
Translation/edit: MoneyballR
Source: https://www.d1ev.com/news/shichang/133311

Over 80% of auto OEMs are faced with production overcapacity
Automotive industry has fallen into a vicious circle. On one hand, over 80% of auto OEMs have issues with low utilization rate, while on the other, part of NEV OEMs continues to expand production capacity.

Dramatic changes in the market caused entire automotive industry to slow down, while resources started to concentrate in the hands of the leading companies, which in return made overcapacity issue escalate. Part of automotive market quickly reacted with sales and market share growing in spite of trends, which…


Author: ZHU Yulong
Translation/edit: MoneyballR
Source: https://xueqiu.com/6659575183/160166000

I will use the photographs I have recently received to discuss this compatible remodeling. Actually it is entirely identical to my earlier thinking.

I think that the LFP battery is most probably what Elon Musk will use to build $ 25K car that he mentioned at Tesla’s Battery Day. From the perspective of low cost, it is based on LFP’s long life-cycle and on the battery design that is sensitive to weight.

Overview of LFP design 1) Module dimensions Due to Tesla battery pack design, the height is only ca 120 mm, so…


Author: KOU Jiandong/ CLS
Translation/edit: MoneyballR
Source: https://www.cls.cn/detail/634462

The news that scarce IC supply caused SAIC-VW and SAIC-FAW to halt production, quickly spread in the market last weekend.
Survey on over 20 Chinese OEMs and tier 1 suppliers shows that situation might not be as bad as reported— over half of OEMs said IC shortage had no effect on their business. However, one third of OEMs expressed concerns that if the situation worsened, it might affect their business.

I heard many rumors recently. One of the most frequent ones is that IC price will increase, around ten times. …

Moneyball

China New Energy Vehicles Industry and Related News

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