Category: BYD

Insurance registrations for week ending Apr 9: Tesla 6,973, Li Auto 4,177, NIO 1,316

Starting this week, insurance registration data will no longer be available, with Li Auto's sharing a surprise exception.

The major sources that provide insurance registration data for China's auto industry have stopped sharing the data, but Li Auto (NASDAQ: LI) has shared content that allows us to still have access to some of the data.

For the week of April 3 to April 9, Li Auto sold 4,177 units, far outpacing other new car brands and again becoming the weekly sales leader for new brands in the Chinese market, the automaker said yesterday on Weibo.

Li Auto didn't specify what the sales figure was based on, though they were apparently insurance registrations. Previously, we had access to those numbers every Tuesday, and Li Auto's practice for the past two weeks has been to share some of them on Wednesdays.

The tables shared by the extended-range electric vehicle (EREV) maker show that NIO (NYSE: NIO) vehicles had 1,316 insurance registrations last week, and (NYSE: XPEV) had 904.

Neta vehicles had 1,526 insurance registrations last week, Zeekr had 1,476 and Leapmotor had 1,157.

Li Auto's tables also provided insurance registrations for vehicles from luxury brands in China last week, with Mercedes-Benz in the top spot with 14,817, BMW in second with 13,506, and Audi in third with 10,573.

Tesla came in fourth with 6,973 units and Li Auto in fifth. Lexus was No. 9 with 1,493 units, and NIO was No. 10.

The vendor that provided us with the data said they will not be able to continue to provide such data, saying it was the decision of the data source.

The bloggers who previously shared the data on Weibo have also stopped sharing such data.

China NEV insurance registrations for week ending April 2: BYD 46,218, Tesla 14,275, NIO 2,730

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Regulatory filing: Here are core specs for Denza N8

The Denza N8 is 4,949 mm long and will be available in two pure electric versions and two plug-in hybrid versions in the powertrain.

(All-electric version of Denza N8)

's premium new energy vehicle (NEV) brand Denza released exterior images of its new SUV Denza N8 at the end of last month, and now a regulatory filing reveals its core specifications.

China's Ministry of Industry and Information Technology (MIIT) released the latest batch of models to be allowed for sale in a catalog for public comment on April 11, and the Denza N8 was included.

The public can submit feedback on the catalog between April 12 and April 18. Entry into the catalog is the last major regulatory process for a model to be allowed to be sold in China.

There are four versions of the Denza N8 in the catalog, including a single-motor all-electric version, a dual-motor all-electric version, a DM-i plug-in hybrid version, and a DM-p plug-in hybrid version.

The single-motor all-electric version is equipped with a 230-kW peak power motor, and the dual-motor version has 230-kW and 200-kW peak power front and rear motors, respectively.

(All-electric version of Denza N8)

The Denza N8 hybrids are all equipped with a 1.5 T engine with a maximum power of 102 kW.

In terms of electric motors, the more fuel-efficient DM-i version has a 160-kW peak motor, while the more performance-oriented DM-p version has dual motors with 160 kW and 200 kW peak front and rear motors, respectively.

All four versions support a top speed of 190 km/h.

The model measures 4,949 mm in length, 1,950 mm in width and 1,725 mm in height, with a wheelbase of 2,830 mm.

Denza began warming up for the Denza N8 in early March, sharing several images of the model on Weibo at the end of March.

Denza was established in February 2011 as a joint venture between BYD and Daimler, each holding a 50 percent stake at the time. The Daimler brand was rebranded as Mercedes-Benz in February 2022.

BYD's stake in Denza increased to 90 percent last year, and Mercedes-Benz's stake decreased to 10 percent.

In August 2022, Denza lets the D9 MPV go on sale, the brand's first model after the re-branding. The Denza D9 began deliveries at the end of October last year.

Prior to the Denza N8, Denza was already warming up for another SUV, the Denza N7, which will be officially launched in the first half of the year.

There are many customers who want to get the Denza N7 released and launched as soon as possible, and based on inquiry volume data, the model is expected to get 30,000 orders before it goes on sale in the middle of the year, Zhao Changjiang, general manager of Denza's sales division, said on Weibo on March 26.

BYD aims to sell at least 3 million vehicles this year and strive to reach 3.6 million, the company's chairman and president Wang Chuanfu said late last month.

Denza starts warming up for new SUV N8, releases official exterior images

(Plug-in hybrid version of Denza N8)

(Plug-in hybrid version of Denza N8)

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China EV battery installations in Mar: CATL overtakes BYD in LFP market for 1st time this year

CATL's share of the LFP market in March was 39.47 percent, higher than 38.88 percent for , which was No. 1 in the LFP market in both January and February.

China's electric vehicle (EV) battery installations continued to grow last month, with CATL maintaining its lead and regaining the top spot over BYD in the lithium iron phosphate (LFP) battery market.

China's power battery installations in March were 27.8 GWh, up 29.7 percent year-on-year and up 26.7 percent from February, according to data released today by the China Automotive Battery Innovation Alliance (CABIA).

CATL's power battery installed base in March was 12.49 GWh, continuing to rank first with a 44.95 percent share, up from 43.76 percent in February.

BYD installed 7.40 GWh of power batteries in March, ranking second with a 26.65 percent share, down 7.54 percentage points from 34.19 percent in February.

CALB saw a market share gain in March, as the company installed 2.86 GWh of power batteries in the month, ranking third with a 10.28 percent share, up 2.89 percentage points from 7.39 percent in February.

Gotion High-tech ranked fourth with a 4.51 percent share of 1.25 GWh installed in March, while Eve Energy ranked fifth with a 3.86 percent share of 1.07 GWh installed.

China's ternary lithium battery installed base in March was 8.7 GWh, accounting for 31.4 percent of the total installed base, up 6.3 percent year-on-year and up 29.8 percent from January.

Lithium iron phosphate (LFP) batteries accounted for 19.0 GWh or 68.5 percent of the total installed base, up 44.4 percent year-on-year and up 25.3 percent from January.

In the ternary Li-ion battery market, CATL ranked first with 56.99 percent of the total installed base of 4.97 GWh in March.

CALB and LG Energy Solution ranked second and third in the ternary battery market with 16.82 percent and 6.52 percent shares, respectively.

In the LFP battery market, CATL topped the list with 39.47 percent of the installed base of 7.51 GWh in March, the first time it overtook BYD in this market this year.

BYD was second in the LFP market with 7.40 GWh installed in March, with a share of 38.88 percent. In both January and February, BYD ranked first in this market, with shares of 51.52 percent and 49.37 percent, respectively.

CALB and Gotion High-tech ranked third and fourth in the LFP battery market with 7.29 percent and 6.20 percent shares, respectively.

Global EV battery market share in Jan-Feb: CATL 33.9%, BYD 18.2%

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BYD flexes innovation muscle, unveils intelligent body control system

BYD officially unveiled its intelligent body control system called DiSus, a technological breakthrough that follows its DM Super Hybrid technology, e-Platform 3.0, Blade Battery and e⁴ platform.

 

The video above, recorded by CnEVPost at BYD's technology launch event today, showcases the latest innovation from the Chinese new energy vehicle (NEV) giant.

BYD officially unveiled its intelligent body control system, called DiSus, at its Shenzhen global headquarters on April 10, another technological breakthrough following its DM Super Hybrid technology, e-Platform 3.0, Blade Battery and e⁴ platform.

The company had previously warmed up for the technology, which is called 云辇 in Chinese, Yunnian in pinyin, literally meaning the vehicle in which the emperor rides.

Similar to how BYD shocked the audience by having the U8 SUV enter in crabwalk mode when it unveiled the e⁴ platform at the Yangwang brand's launch on January 5, it earned the same excitement by having the U9 perform a body dance at today's launch.

The BYD DiSus system is the first in-house developed intelligent body control system introduced by a Chinese auto company, marking a breakthrough from zero to one, said Wang Chuanfu, chairman and president of the NEV maker.

The body control system ensures that the vehicle is agile and effectively compatible in most driving scenarios, minimizing the risk of vehicle rollover and reducing the displacement of occupants during high-speed cornering, full-throttle acceleration, or emergency braking, Wang said.

BYD DiSus system can protect the vehicle from scratches and damage under various road conditions, including snow, mud and water.

BYD's breakthrough in this technology has been made possible by the advantages in electrification and intelligence of NEVs, according to Wang.

Electrification has brought about changes in vehicle architecture, and vehicle control has shifted from mechanical control to electrical signal control, with dramatic increases in precision and efficiency, Wang explained.

At the same time, NEVs are equipped with a variety of sensing elements and a deep intelligent fusion, making the perception dimension more diversified, he said.

Unlike solutions that focus on a single technology or a single component enhancement, BYD offers a systematic solution for vertical motion control, he said.

The system provides collaborative control in body dynamics, laying the foundation for future development of advanced driver assistance systems (ADAS), he said.

Three branches

The BYD DiSus system is divided into three branches, including the Intelligent Damping Body Control System (DiSus-C), the Intelligent Air Body Control System (DiSus-A), and the Intelligent Hydraulic Body Control System (DiSus-P).

DiSus-C adjusts the damping by controlling the damper solenoid valve, and the system brings significant improvement in driving comfort compared to traditional passive suspension.

The system can receive thousands of signal inputs per second, and the DiSus intelligent computing center has processing times as fast as microseconds, allowing for rapid adjustment of damper damping, according to BYD.

DiSus-A, on the other hand, is somewhat similar to the air suspension currently used in many high-end vehicles, with a suspension adjustment of up to 150 mm.

The branch offers more than a dozen function modes, including adjusting with speed, welcome mode, convenient access mode, and height safety lock mode. Users can also personalize the settings for a richer experience.

DiSus-P is the most advanced of these three branches, and BYD said it is the world's first intelligent hydraulic body control system.

The system can control the oil intake of the damper, damping adjustment valve and stiffness adjustment valve to achieve dynamic adjustment of body control.

The DiSus-P suspension has an adjustable travel of up to 200 mm, and it can lift all four wheels simultaneously as well as independently for a single wheel.

In daily driving, DiSus-P is at the first level of stiffness to provide a comfortable ride.

When the vehicle is in a sharp acceleration and deceleration, high-speed cornering and other intense driving conditions, DiSus-P can provide an instantaneous 200 percent increase in stiffness to allow the vehicle to achieve better handling performance.

When the vehicle encounters a fall and other emergencies in high-intensity off-road, DiSus-P can trigger the third-stage stiffness in an emergency, effectively reducing the impact load by 50 percent, according to BYD.

BYD has conducted more than 30 months and over 10 million kilometers of endurance verification for the DiSus system, covering temperature environments from -40°C to 85°C, according to the company.

Mass production plans

DiSus-P will be first equipped on Yangwang U8 and DiSus-A will be equipped on Denza N7.

Some BYD Han, BYD Tang and Denza models with hardware conditions will be able to equip DiSus-C through Over-the-Air (OTA) upgrades.

In addition, several models under BYD's new brand focused on professional and personalized identities, which will be launched this summer, will also use the DiSus system, according to the company.

At the end of today's launch event, BYD offered an Easter egg, the dancing of the body of the Yangwang U9 supercar shown in the video at the beginning of this post.

The Yangwang U9 is equipped with a branch called DiSus-X that demonstrates its ability to dance, jump and drive even with only three wheels.

The DiSus system is the latest in BYD's vast technology reserve to be made public, and Wang had previously mentioned that BYD's technology reserve is like a fish pond, ready to fish one up when needed.

BYD is already the world's largest manufacturer of NEVs, having sold 1,863,494 NEVs in 2022, up 208.64 percent year-on-year.

The company aims to sell at least 3 million vehicles in 2023 and become the largest automaker in China by the end of the year.

Its latest technology, announced today, is expected to increase the appeal of models equipped with it and thus help the company achieve its goals.

BYD officially launches Yangwang brand, debuts hardcore off-road SUV U8 and supercar U9

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