China × Cleantech — April 2021
Welcome to China × Cleantech — April 2021 edition. Our China x Cleantech series covers top cleantech stories in China each month.
EV Sales
11% Plugin Vehicle Share In China!
On the 23rd of April, José Pontes reported on the sales numbers of the Chinese EV market in March of 2021. It was a great month, with a massive 211,000 registrations, a significant increase compared to last year’s numbers, a 244% increase year on year (YoY). Although, last year’s numbers were strongly affected by the coronavirus pandemic.
Overall, plug-in vehicle (PEV) sales made up 11% market share (9.2% full electric/BEV), which was the highest ever for the Chinese market, which shifted the yearly average plug-in vehicle market share to 10% (8% BEV). José Pontes noted that January and February numbers are typically weaker months for car sales, so we’ll probably see plug-in vehicle market share stay above the 10% mark this year and it might even exceed 2 million registrations.
The Wuling HongGuang Mini EV was the best-selling EV in March, with 39,745 registrations, which restarted its sales growth with a record number of registrations. This growth put the Wuling Hong Guang Mini EV in an interesting place in the electrification revolution by disrupting the norms of urban mobility. It was followed by the Tesla Model 3, which had 25,327 sales.
Other New Energy Vehicle (NEV) News
Genesis Launches First-Ever Electrified G80 In China
On April 19, Jo Borrás reported on the revealing of the electric Genesis G80 at Shanghai Auto 2021, which is the brand’s first BEV in any market.
Hyundai-owned Genesis is stepping into the electric luxury sedan marketplace presently dominated by Tesla.
The reported specs are that it has 500 km (310 miles) of range (based on the Korean rating system). It comes equipped with 350 kW rapid charging, which should replenish the battery from 10% to 80% charge in 22 minutes, if charged on an adequate charger.
Ford Mustang Mach-E Preorders Open In China, Includes Charging Partnerships With State Grid & NIO
On the 13th of April, Zachary Shahan reported that the Ford Mustang Mach-E will be made in China and that pre-orders have opened in 20 Chinese cities. Pricing ranges from $40,000 to $58,000. For charging, Ford will be partnering with State Grid (300,000 charging piles in 340 cities and on the Chinese highway network) and NIO (which has built its own network).
Zeekr – Geely Launches New Premium EV Brand In China
On April 8, Jo Borrás reported that Geely has launched an all-new brand in China that is being positioned as a premium luxury EV brand. The brand is Zeekr.
The first car from this new brand has striking similarities to a concept car from a sister brand at Geely, Lynk Co. The car is called the Zeekr 001. It uses a shooting brake/GT design and is fitted to compete in the luxury performance car market. It also has a 0–60 MPH time below 4 seconds, sporty vehicle dynamics, and over 400 miles of driving range thanks to its massive 800V battery pack.
Volkswagen Reveals The ID.6 CROZZ And ID.6 X
On the 18th of April, I reported on the reveal of the ID.6 CROZZ and ID.6 X in a prerecorded Livestream.
This is the 3rd electric vehicle from Volkswagen based off of the MEB platform and part of the ID family, following the ID.3 and ID.4. Volkswagen, through its joint venture with FAW and SAIC, is launching the 7 seat, 3 row ID.6 Crozz (SAIC–VW) and ID.6 X (FAW–VW).
The ID.6’s size (similar to a Volkswagen Atlas) is:
- Length: 4,876 mm
- Width: 1,848 mm
- Height: 1,680 mm
- Wheelbase: 2,965 mm
The ID.6 will be available in four configurations, with the highest trim having 365 miles of range (NEDC) and 342 hp. It can be equipped with a 58 kWh or 77 kWh battery.
ORA Time Shuttle, Lightning Cat, & Big Cat: 3 New Products Unveiled At Auto Shanghai 2021
On the 22nd of April, I reported on ORA revealing three cars at Shanghai Auto 2021. The three cars are below.
The ORA Time Shuttle
This one is a heavily retro design inspired by the original Volkswagen Beetle.
The Lightning Cat
The lightning cat is rumored to be around 200,000 RMB ($30,780), yet is a sporty retro design targeting more luxury-focused consumers.
Big Cat
The Big Cat is an A+ Class SUV and ORA’s first SUV. It has a resemblance to the Mustang Mach-E and has the WEY design language (WEY is a sister company within Great Wall Motors). Rumors are that the price will be from 140,000–200,000 RMB ($21,550–$30,780) and the SUV will have a range of 550 km (342 miles) according to the NEDC rating system. It will be released in the 3rd quarter of 2021.
The Wuling Hong Guang MINI EV Is Creating An Awesome New Market
On April 16th, Remeredzai Joseph Kuhudzai wrote how the Wuling Hong Guang MINI EV is a new generation “people car” that meets commuters’ core needs without costly extra features.
Remeredzai mentions that it is popular in 3rd tier cities but is also widely popular in 2nd and 1st tier cities. He mentions the specs of the EV and that with its great success in China we might also see this vehicle go on sale in other parts of the world.
BYD Targets Low- & Middle-Income Drivers, Goes All In On LFP Battery Technology
On the 10th of April, Steve Hanley reported a bit on the business strategy of BYD, pointing out that BYD’s two newest cars are cheaper than the Tesla Model 3, which is priced at 249,900 yuan ($38,135).
The Qin Plus sedan starts at 129,800 yuan ($19,820), and the Song Plus, an SUV, starts at 169,800 yuan ($25,911).
He also reported a notable announcement from BYD chairman Wang Chuanfu. “From today onwards, all pure NEVs (new energy vehicles) under the BYD brand will adopt blade battery. I hope safety will no longer be a barrier to the proliferation of new energy vehicles. Some industry participants have irrationally gone after NCM batteries [to chase after] ever-higher driving range at the expense of stability and safety. Some 124 incidents of NEVs emitting smoke were recorded in China last year.” This is key, because BYD is a leader in LFP chemistry batteries and will only be using this chemistry. Consumers in China and around the world are concerned about thermal events (fires) in BEV vehicles, even if those are indeed far less common than fires in gasmobiles.
Back To The Future With The MG Cyberster
On the 10th of April, Steve Hanley reported on the news that SAIC-owned MG is introducing a roadster, the MG Cyberster.
The MG Cyberster was designed at SAIC’s London design center and is supposed to represent a “vision of the future,” but no details were revealed at the unveiling. There are reports, however, indicating that it has a 0–62 MPH (0–100 km/h) time of sub-3.0 secs and a claimed range of up to 500 miles. MG marketing targets young male “gamers” in China, and the MG Cyberster continues this trend.
NIO Has Now Produced 100,000+ Electric Vehicles
On the 9th of April, Zachary Shahan reported on the news that NIO and its partner JAC had produced their 100,000th vehicle on April 7. It was less than one year since they hit the 50,000 mark. Even Tesla CEO Elon Musk chimed in to congratulate NIO.