Category: eMobility

Regulatory filing: Here are core specs for BYD’s Denza brand’s new SUV, Denza N7

The Denza N7 will be available in single- and dual-motor versions, with an option for LiDARs, which are set on both sides of the front bumper.

BYDDY.US | 1211.HK

The Denza N7, a new SUV from 's premium new energy vehicle (NEV) brand Denza, has appeared on a regulatory filing list, after the brand began warming up for the model earlier this week.

China's Ministry of Industry and Information Technology (MIIT) today announced the latest batch of models that will be allowed to be sold in China, and the Denza N7 is included in the list.

The public can submit their feedback on the list between March 9 and March 15. Entry into the catalog is the last major regulatory process before a model is allowed to be sold in China.

The Denza N7 is available in four versions, including two single-motor versions and two dual-motor versions, the former with a motor with peak power of 230 kW and the latter with an additional motor with peak power of 160 kW.

The vehicle measures 4,860 mm in length, 1,935 mm in width and 1,602 mm in height, and has a wheelbase of 2,940 mm. It can reach a top speed of 180 km/h.

The Denza N7 will be powered by lithium iron phosphate batteries from BYD's battery division, FinDreams Battery.

It will be offered with the LiDARs, which are set on both sides of the front bumper, similar to the setup of the G9.

On December 20, Zhao Changjiang, general manager of Denza's sales division, shared six spy photos of the SUV on Weibo, showing what the model could look like.

In the comments section of that Weibo, Zhao said the SUV is aimed at capturing the market for traditional internal combustion engine cars priced around 400,000 yuan ($57,440).

The model's exterior restores much of the design of Denza's concept car INCEPTION, which was unveiled at the Chengdu auto show on August 26, 2022.

Denza's previously announced 2023 new vehicle plan shows that it will release two new vehicles this year, the Denza N7, a five-seat midsize SUV, and the Denza N8, a midsize SUV with six and seven-seat layouts.

Denza was established in February 2011 as a joint venture between BYD and Daimler, with each of them holding a 50 percent stake at the time. Last year, BYD's stake in Denza was increased to 90 percent.

Denza's only model currently on sale, the D9 MPV, went on sale on August 23, 2022, with deliveries starting October 26.

The brand sold 7,325 vehicles in February, up 13.76 percent from 6,439 in January, according to figures it announced earlier this month.

($1 = 6.9642 yuan)

BYD's Denza brand teases new model Denza N7

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Regulatory filing: Here’s what XPeng G6 SUV looks like and core specs

Previous reports suggested that the new new SUV would start at RMB 200,000-250,000 and is expected to be unveiled at this year's Shanghai auto show.

XPEV.US | 9868.HK

The latest regulatory filings reveal XPeng's (NYSE: XPEV) new SUV, which is expected to be released in a few months, as the electric vehicle (EV) maker looks to accelerate its new product launches this year.

China's Ministry of Industry and Information Technology (MIIT) today announced the latest batch of models that will be allowed to be sold in China, and XPeng's new SUV, the G6, is included in the list.

The public can submit feedback on the list between March 9 and March 15. Entry into the catalog is the last major regulatory process before a model is allowed to be sold in China.

There are three versions of the XPeng G6 in the catalog, including two single-motor versions and one dual-motor version.

One of the two single-motor versions will be powered by a lithium iron phosphate battery pack, while the other single-motor version and the dual-motor version will both be powered by the more costly ternary lithium batteries.

The XPeng G6 has a length, width and height of 4,753 mm, 1,920 mm and 1,650 mm, respectively, and a wheelbase of 2,890 mm, according to these filing pages.

The model appears to be the one previously mentioned by XPeng management to compete with 's (NASDAQ: TSLA) Model Y, which measures 4,750 mm in length, 1,921 mm in width, 1,624 mm in height and has a wheelbase of 2,890 mm.

Both single-motor versions of the XPeng G6 are equipped with a motor with 218 kW peak power, while the dual-motor version has an additional 140 kW peak power motor.

All three versions of the XPeng G6 will be equipped with battery cells supplied by 's local competitor CALB, and the battery packs will be manufactured at XPeng's plant in Wuhan, Hubei.

XPeng management said during an earnings call on August 23, 2022 that the company will release a B-segment vehicle in the first half of 2023 that will compete with the Tesla Model Y.

The model was previously seen as possibly being named the G7 or G5, although spy photos shared by some local media last month showed that it will be called the G6.

XPeng chairman and CEO He Xiaopeng said in a January 28 internal all-staff letter that the company will release two new models and revamp three existing older models in 2023, with a goal of delivering 200,000 vehicles for the year, according to a previous report by LatePost.

That report said at the time that the new XPeng SUV would start at RMB 200,000 ($28,680)-250,000 and was expected to be unveiled at this year's Shanghai auto show.

XPeng's current models on sale include the G3i, P5, P7 and G9, and the company has officially unveiled the P7i, a facelift of the P7, on March 6, but not the price. Earlier today, a media report said that XPeng may officially let the P7i go on sale and announce the price on March 10.

($1 = RMB 6.9711)

XPeng aims to deliver 200,000 vehicles in 2023, report says

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Regulatory filing: Tesla removing radars from China-made Model Y

In most parts of the world, the Model 3 and Model Y are already based on the camera-only Vision solution.

TSLA.US

Tesla is removing all the radars from the China-made Model Y crossover, following its practice in the US market.

China's Ministry of Industry and Information Technology today released several documents, including a list of models that will be allowed to be sold in China, as well as change filings for some existing models, with the China-made Model Y included in the latter.

The public can submit feedback on these documents between March 9 and March 15 if they have comments.

Four models of Tesla -- TSL6480BEVAR0, TSL6480BEVAR2, TSL6480BEVBA4 and TSL6480BEVBA5 -- entered the change declaration catalog.

Their pages do not show Model Y, but previous information shows that all four model numbers are the crossover.

These four models of Tesla have added the expression "no radar" to their changed parameter values, according to their filing pages.

Tesla previously announced that it was beginning the transition to Tesla Vision by removing the radars from the Model 3 and Model Y, and plans to remove the device from the Model S and Model X as well.

Today, in most parts of the world, the Model 3 and Model Y are already based on the camera-only Tesla Vision solution.

The ultrasonic radars that are being removed by Tesla are typically placed on the front and rear bumpers or on the side of the vehicle to measure the distance of the vehicle from obstructions to help in scenarios including parking.

Tesla has a factory in Shanghai that makes the Model 3 sedan and Model Y. Tesla doesn't appear to have plans to remove the radar from the Model 3 for now, as it would need to declare it if it wants to do so.

Chinese consumers typically prefer roomier SUVs when buying cars, making the Model Y a popular choice in the country.

The Model Y sold 315,314 units at retail in China in full-year 2022, placing it No. 1 in the ranking of high-end SUV sales with a starting price above RMB 300,000 ($43,050), according to a list published by the China Passenger Car Association (CPCA) on January 11.

In February, Tesla delivered 33,923 vehicles in China and exported 40,479 units from its Shanghai plant, according to the CPCA data released yesterday. Model 3 and Model Y sales breakdowns in China in February are currently unavailable.

On March 1, Tesla announced that the elastic and damping members in the suspension system of the China-made Model Y have been optimized to reduce bumps at low speeds and allow for a more stable ride at high speeds.

Giga Shanghai's Model Ys produced since January 1, 2023, are equipped with the updated suspension system, Tesla said.

($1 = 6.9688 RMB)

Tesla delivers 33,923 vehicles in China in Feb, exports 40,479 from Shanghai plant

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The Global ICE Industry Cliff Is Here

By Luvhrtz As a management consultant, I spend most of my working life playing with numbers and math in the areas of business development and finance. My analysis goals have always been to make use of data and computer models to better understand industry trends. With BEVs starting to go mainstream, we now have enough […]

Regulatory filing: NIO ET5 shooting brake coming

management previously hinted that the NIO ET5 shooting brake could begin deliveries in China in July.

The NIO ET5 shooting brake has appeared in a regulatory directory in China, with the model just months away from its official launch.

The Chinese Ministry of Industry and Information Technology (MIIT) today announced the latest batch of models that will be allowed to be sold in China, and NIO's new ET5 is included.

The public can submit their feedback on the list between March 9 and March 15. Entry into the list is the last major regulatory process before a model is allowed to be sold in China.

The page for the new ET5 shows what the shooting brake variant of the sedan looks like, with the overall style continuing from the ET5 sedan.

The length, width and height of the NIO ET5 shooting brake are 4,790 mm, 1,960 mm and 1,499 mm respectively, and the wheelbase is 2,888 mm, which is the same as the ET5 sedan.

The 001, currently the best-known shooting brake model in China, has a length, width and height of 4,970 mm, 1,999 mm and 1,548 mm, respectively, and a wheelbase of 3,005 mm.

The NIO ET5 shooting brake is equipped with dual motors produced by NIO's electric drive systems division in Hefei, Anhui province, with a maximum power of 150 kW and 210 kW, respectively, and can support a top speed of 200 km/h.

Like several other NIO models based on the NT 2.0 platform, the NIO ET5 shooting brake supports the option of a retractable electric towing hitch, which can tow up to 1,400 kg of caravan weight.

Battery suppliers for the model include CALB in addition to , as do the new EC6, EC7, new ES8 and new ES6.

NIO's original plan was to begin deliveries of five models in the first half of the year, including the EC7 coupe SUV and the new ES8, which were already launched at NIO Day at the end of last year and were set to begin deliveries in May and June, respectively.

William Li, NIO founder, chairman and CEO, said during an analyst call earlier this month after announcing its fourth-quarter earnings that the company's original plan was to begin deliveries of five new models in the second quarter, but later recognized the need to give each vehicle slightly more time to ensure quality at launch.

"In the second quarter of this year, we will start deliveries of four new models, including the ES6, which is our most important model, as per our latest plan so far," Li said.

NIO will also begin deliveries of the fifth new model of the year in July, which may this a little later than originally planned, he said.

Other than the new ES6, Li did not mention specific models.

What can be expected is that in addition to the EC7, the new ES8 and the new ES6, deliveries of the new EC6 will also begin in the second quarter, and the ET5 shooting brake will probably be the model that the company will start delivering in July.

NIO's new ES8 entered China's regulatory catalog in December last year, EC7 and the new ES6 and both in January this year, EC6 was in February.

The NIO ET5 shooting brake will be launched in Europe in a few months, according to previous comments from the company's management.

NIO will launch a shooting brake version of the ET5, a sister model of the ET5, in June or July of this year, said Qin Lihong, co-founder and president of the electric vehicle maker, at an event in January.

The shooting brake variant of the ET5, which is developed for European consumers, will debut in Europe, Qin said at the time.

Shooting brake models have a large market in Europe, while sales of the sedan are low, which is the opposite of the situation in China, he said.

"Derivatives of sedans are a niche market in China, but the opposite is true in Europe. We don't see many real sedans in Europe," he said.

In the Chinese market, shooting brake models are a niche market.

However, the success of the Zeekr 001, the first model of 's Zeekr brand, has made such models increasingly popular.

For the full year 2022, Zeekr delivered 71,941 Zeekr 001s, reaching its goal of delivering 70,000 vehicles for the year.

Full text: NIO Q4 earnings call transcript

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BYD F brand to use new hybrid system, targeting market with price above RMB 400,000, report says

's F brand is positioned between Denza and Yangwang and is expected to be priced between RMB 400,000 and RMB 600,000, according to local media.

(Spy photo of the first model of BYD F brand from Yiche.)

BYD's yet-to-be-announced new brand with the codename F Brand will feature the company's new hybrid system and will be positioned below the high-end Yangwang brand, a new report said.

The first model of BYD's F brand, codenamed "SF" internally, will be a hardcore off-road SUV, local media Cailian reported today, citing sources familiar with the matter.

The model will be equipped with BYD's new hybrid powertrain, not the extended-range system previously rumored by some, the report said, adding that it will have a combined range of 1,200 kilometers.

The new car's powertrain has a maximum output of more than 500 kW and will have a body-on-frame structure to compete with the Mercedes-Benz G-Class, the report said.

The BYD F brand is positioned between Denza and Yangwang and is expected to be priced between RMB 400,000 ($57,400) and RMB 600,000 and will be available for pre-sale within this year, according to the report.

BYD said at an event marking the launch of the company's 3 millionth new energy vehicle (NEV) on November 16 last year that it would launch a new, highly specialized and personalized brand in addition to the Yangwang brand in 2023.

The new brand will meet the increasingly personalized needs of consumers, and it will focus on building with users, BYD chairman and president Wang Chuanfu said at the time.

Last month, local media reported that the brand's internal code name is F brand. BYD subsequently confirmed it.

On March 2, local auto media outlet Yiche shared several spy photos of what it said was the brand's first model, showing a silhouette similar to that of the U8, the first model of BYD's premium brand Yangwang.

The brand's first model will focus on the off-road segment and be equipped with a new powertrain developed by BYD, according to Yiche.

The model will outperform the Mercedes-Benz G-Class, and the new brand and first model will be released within the year, the report said.

BYD officially unveiled the Yangwang brand on January 5, along with the Yangwang U8 and Yangwang U9, the former a hardcore off-road SUV and the latter a supercar.

BYD did not announce pricing information for the two models at the time, although sources at the company had previously said that the Yangwang products were expected to be priced at RMB 800,000-1.5 million.

There is no more information about the F brand l, but it can be expected that its models will be priced lower than the Yangwang brand.

($1 = RMB 6.9705)

Spy shots: This could be what BYD F-brand's 1st model looks like

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