CHINA: NEV Sales Rebound, Xiaomi Loses Court Appeal and BYD Shark 6 For Europe | 23 Oct 2025
About this episode
China's NEV sales have seen a significant rebound, with 632,000 units sold in the first 19 days of October, reflecting a 5% year-on-year increase. The episode also covers Xiaomi's court loss over deceptive advertising regarding a vehicle's hood, resulting in a hefty compensation payout. Additionally, BYD's Shark 6 is set to enter the European market, while CATL reassesses its ambitious plans in Europe amid changing market dynamics. The podcast provides insights into the evolving landscape of China's EV industry and its impact on global markets.
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CHINA NEV SALES REBOUND IN OCTOBER https://evne.ws/4o3R9fs
CHINESE EVS REACH 7.4% EUROPEAN MARKET SHARE https://evne.ws/3JcgftA
COURT UPHOLDS VERDICT AGAINST XIAOMI AUTO https://evne.ws/4niPcum
BYD FILES EU DESIGN FOR COMPACT SHARK PICKUP https://evne.ws/3Jqo66L
XPENG X9 EREV: 1,602 KM TOTAL RANGE https://evne.ws/3L1DLdk
SUNWODA 400 WH/KG SOLID-STATE BATTERY https://evne.ws/47nM9LI
GEELY GALAXY STARSHIP 7: HYBRID SUV SPECS https://evne.ws/3LnkwLc
SHELL CONCENTRATES EV CHARGING IN CHINA https://evne.ws/3Jchjh4
CATL SCALES BACK AMBITIOUS EUROPEAN BATTERY PLANS https://evne.ws/3KWk8Dx
SAIC
"It's led by, well, the usual suspects of their SAIC's MG brand, but increasingly so, BYD and Cherry as well."
SAIC is a big car company in China that makes cars under different names, like MG.
SAIC Motor Corporation Limited is one of the largest automotive manufacturers in China, known for producing vehicles under various brands, including MG.
MG
"It's led by, well, the usual suspects of their SAIC's MG brand, but increasingly so, BYD and Cherry as well."
MG is a car brand that used to be British but is now owned by a Chinese company and makes sporty cars.
MG is a British automotive marque that is now owned by the Chinese automotive company SAIC. It is known for producing affordable and sporty vehicles.
BYD
"It's led by, well, the usual suspects of their SAIC's MG brand, but increasingly so, BYD and Cherry as well."
BYD is a car company from China that makes electric cars and batteries, and it's becoming very popular.
BYD is a Chinese automobile manufacturer known for its electric vehicles and batteries. It has rapidly gained market share in various regions, including Europe.
Chery
"It's led by, well, the usual suspects of their SAIC's MG brand, but increasingly so, BYD and Cherry as well."
Chery is another car company from China that makes different types of vehicles like cars and SUVs.
Chery is a Chinese automotive manufacturer that produces a range of vehicles, including sedans and SUVs, and has been expanding its presence in international markets.
Su7 Ultra
"...the buyer took delivery of his Su7 Ultra from Xiaomi, purchased the optional carbon fibre vented hood for $42,000..."
The Su7 Ultra is a car made by Xiaomi, a company better known for electronics. This car has special features that help it perform better, like a hood that helps cool the wheels.
The Su7 Ultra is an electric vehicle produced by Xiaomi, known for its innovative features and design. It includes options like a carbon fiber vented hood for enhanced performance.
carbon fibre vented hood
"...purchased the optional carbon fibre vented hood for $42,000..."
A carbon fibre vented hood is a car hood made from a strong, lightweight material that has holes in it to let heat out, helping the car run cooler.
A carbon fibre vented hood is a lightweight hood made from carbon fiber material that includes vents to allow heat to escape, improving engine cooling and performance.
optional extra
"...this was an optional extra, marketing claimed and I quote, dual duct direct airflow..."
An optional extra is something you can choose to add to a car for more money. It lets you make the car more special or suited to what you want.
An optional extra is a feature or accessory that can be added to a vehicle at an additional cost, allowing buyers to customize their car according to their preferences.
airflow
"...if you are doing some performance driving, maybe track driving and you want to get temperatures under control, actually having some more airflow sucked in and then directed through out to dissipate heat of the brakes, that could be a good thing."
Airflow is how air moves around a car. It's important for keeping parts like brakes cool, especially when driving fast or on a track.
Airflow refers to the movement of air around and through a vehicle, which is crucial for cooling components like brakes and engines. Proper airflow helps maintain optimal temperatures during performance driving.
BYD Shark 6
"...represented by the Shark 6, which is really fascinating, particularly in Australia..."
The BYD Shark 6 is a new electric car from BYD. It's meant to be affordable and is popular in places like Australia.
The BYD Shark 6 is an entry-level electric vehicle that is part of BYD's Shark series. It is designed to appeal to a broader market, particularly in regions like Australia.
Hyundai Santa Cruz
"...proportions similar to something like a Hyundai Santa Cruz, based on the Hyundai Tucson or the Verizon FX."
The Hyundai Santa Cruz is a small truck that looks more like an SUV. It's designed for people who want a vehicle that can do truck things but also be comfortable and stylish.
The Hyundai Santa Cruz is a compact pickup truck that blends the utility of a truck with the comfort of an SUV. It features a unique design that appeals to those looking for a versatile vehicle for both work and leisure.
Hyundai Santa
"... bed and proportions similar to something like a Hyundai Santa Cruz, based on the Hyundai Tucson or the Verizon ..."
plug-in hybrid system
"...may adopt the DMO plug-in hybrid system, like the Shark 6. That's a fascinating system."
A plug-in hybrid system means the car can use both electricity and gasoline. You can charge it like an electric car, but it also has a regular engine for longer drives.
A plug-in hybrid system combines a traditional internal combustion engine with an electric motor and a rechargeable battery. This allows the vehicle to run on electric power alone for short distances, while the gasoline engine can take over for longer trips, improving fuel efficiency and reducing emissions.
engine as a generator
"...it's got a plug socket on the side, engine as a generator, but also can drive the wheels..."
When the engine works like a generator, it makes electricity while you drive. This helps charge the battery and can make the car go farther without needing to plug it in.
Using the engine as a generator means that the vehicle's internal combustion engine can produce electricity to charge the battery or power electric components while the vehicle is in use. This can enhance efficiency and extend the range of hybrid or electric vehicles.
EREV
"Let's talk X-Pung and the Xiaopeng X9 EREV with its total range of 1600 kilometers. The extended range version of the MPV is now on sale."
An EREV is a special kind of car that can run on electricity and also has a gas engine to help it go further when the battery runs low. This means you can drive longer distances without worrying about charging it all the time.
EREV stands for Extended Range Electric Vehicle, which is a type of hybrid vehicle that uses a combination of an electric motor and a gasoline engine to extend the driving range beyond what a standard electric vehicle can achieve.
Xiaopeng X9 EREV
"Let's talk X-Pung and the Xiaopeng X9 EREV with its total range of 1600 kilometers. The extended range version of the MPV is now on sale."
The Xiaopeng X9 EREV is a type of car that uses both electricity and gasoline to drive longer distances without needing to recharge as often. It has a battery and a gas tank to help it go further.
The Xiaopeng X9 EREV is an extended-range electric vehicle (EREV) that combines electric and gasoline power to achieve a longer driving range. It features a large battery and a fuel tank to extend its range significantly.
60-liter fuel tank
"It pairs a 63.3 kilowatt-hour battery and a 60-liter fuel tank. So that's how they get to the combined 1600 kilometers of range, according to their Weibo post."
A 60-liter fuel tank is the size of the gas tank in the car. It tells you how much gas the car can hold, which helps it go further when using gasoline.
A 60-liter fuel tank refers to the capacity of the fuel tank in the vehicle, indicating how much gasoline it can hold. This capacity is important for determining the vehicle's range when using the gasoline engine.
63.3 kilowatt-hour battery
"It pairs a 63.3 kilowatt-hour battery and a 60-liter fuel tank. So that's how they get to the combined 1600 kilometers of range, according to their Weibo post."
A 63.3 kilowatt-hour battery is like a big energy storage box in the car that helps it run on electricity. The bigger the number, the more energy it can hold, which means the car can go further before needing to recharge.
A 63.3 kilowatt-hour battery is a measure of the energy storage capacity of the battery used in electric vehicles. This capacity indicates how much energy the battery can store and, consequently, how far the vehicle can travel on a single charge.
CLTC certified
"Of course, that will be CLTC certified. It's a seven-seater."
CLTC certified means that the car has been tested in China to see how far it can go on a single charge or tank of gas. It shows that the car meets certain standards for performance.
CLTC stands for China Light-Duty Vehicle Test Cycle, which is a testing standard used in China to measure the range and efficiency of electric vehicles. Certification indicates that the vehicle meets specific performance criteria under this test cycle.
Hyundai Ioniq
"Imagine a Hyundai Ioniq 5, but longer and obviously taller in MPV form, not with all the pixel headlights and stuff, but very similar, straight lines, a crease going at maybe 35, 40 degrees up the side of the vehicle."
The Hyundai Ioniq 5 is a modern electric car that looks different from traditional SUVs. It's spacious inside and can charge quickly, making it convenient for drivers.
The Hyundai Ioniq 5 is an all-electric compact crossover SUV that features a distinctive design and advanced technology. It is known for its spacious interior and fast charging capabilities.
Xiaopang X9
"But either way, it's the global flagship at Xiaopang, and it's the first super extended range product they're making. The X9 launched in China in January 2024."
The Xiaopang X9 is a new type of vehicle that can carry many passengers and is designed to be very practical, like a bus but with a modern look.
The Xiaopang X9 is an MPV (multi-purpose vehicle) that serves as the global flagship for the Xiaopang brand, featuring a design that emphasizes spaciousness and utility.
all-solid-state cells
"In July, a VP at the company disclosed 20 amp-hour all-solid-state cells are here with 400 watt hours per kilogram, which, again, is at the very top end..."
All-solid-state cells are batteries that use solid materials instead of liquid for their parts. This makes them safer and able to hold more energy, which is important for electric cars.
All-solid-state cells are a type of battery technology that uses solid electrolytes instead of liquid ones, potentially offering higher energy density and safety. They are considered a game-changer for electric vehicles (EVs) due to their ability to store more energy and reduce the risk of fires compared to traditional lithium-ion batteries.
energy density
"...that was 600 watt hours per kilogram energy density, which would unlock EV ranges of 12 to 1300 kilometers..."
Energy density is how much energy a battery can hold compared to its size. A higher energy density means the battery can power a car for a longer distance without being bigger or heavier.
Energy density refers to the amount of energy stored in a given volume or mass of a battery. Higher energy density means that a battery can store more energy without increasing its size or weight, which is crucial for improving the range of electric vehicles.
Geely Galaxy Starship 7
"Geely's Galaxy Starship 7 is coming. This is a plug-in hybrid, not an E-Ref."
The Geely Galaxy Starship 7 is a type of car that uses both gas and electricity to run. This helps it save fuel and be better for the environment compared to regular cars.
The Geely Galaxy Starship 7 is a plug-in hybrid vehicle that combines a traditional internal combustion engine with an electric motor, allowing for improved fuel efficiency and reduced emissions. This model represents Geely's push into the hybrid market, showcasing their commitment to sustainable transportation.
Ford Galaxy
"...in hybrid because so many E-Refs around. Geely's Galaxy Starship 7 in the Galaxy family brings their supe..."
The Ford Galaxy is a big family car that can fit a lot of people and their stuff, making it great for trips or daily use. It's been around for a long time and is known for being comfortable and useful. Recently, there are new versions that use less fuel and are better for the environment.
The Ford Galaxy is a large MPV (multi-purpose vehicle) known for its spacious interior and versatility, making it a popular choice for families. It has been a significant player in the European market since its introduction in the mid-1990s, often praised for its practicality and comfort. The mention of hybrid variants indicates a shift towards more environmentally friendly options in the Galaxy lineup.
Honda Crv
"Think of this like a Honda CR-V, if that makes sense, built on their new energy architecture."
The Honda CR-V is a type of compact SUV that is popular for being reliable and having a lot of space inside. Many people choose it for family use or everyday driving.
The Honda CR-V is a compact SUV known for its reliability, spacious interior, and fuel efficiency. It has been a popular choice among families and individuals looking for a versatile vehicle.
Mercedes
"...The factory will supply BMW, Mercedes and other European brands."
Mercedes is a famous car brand from Germany that makes luxury cars and is now working on electric vehicles.
Mercedes-Benz is a division of the German company Daimler AG, known for luxury vehicles, buses, and trucks. They are also investing significantly in electric vehicle technology and infrastructure.
BMW
"...The factory will supply BMW, Mercedes and other European brands."
BMW is a well-known car company from Germany that makes luxury cars. They are now focusing on making electric cars as well.
BMW, or Bayerische Motoren Werke AG, is a German luxury vehicle manufacturer known for its performance-oriented cars and motorcycles. They are heavily investing in electric vehicle technology and battery production to meet future demands.
CATL
"...subject to market demand, according to CATL officials, and China's presence remains visible in Europe..."
CATL is a company that makes batteries for electric cars. They are one of the biggest battery makers in the world and supply many car brands.
CATL, or Contemporary Amperex Technology Co., Limited, is a Chinese battery manufacturer known for producing lithium-ion batteries for electric vehicles (EVs). They are a major player in the global EV battery market, supplying to various automotive manufacturers.
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