00:00
Welcome back to the podcast. Zika's 001 has 12C charging, the NeoES8 backlog and
00:07
Euro testing of an MG IM5. Plus stay tuned later in the show I'll tell you how BYD is
00:14
doing overseas. Welcome to EV News China, the podcast dedicated to the world's largest
00:18
EV market. Every day I bring you the latest headlines, insights and analysis from the
00:22
heart of China's booming EV industry and I'll decode for you how fast moving developments
00:27
in the east are shaping the global EV landscape. Zika began pre-sales of the updated Zika 001
00:33
shooting break and it gets better in every possible way and I won't give you all the
00:37
comparison specs but it's fair to say any specs I'm about to give you are considerably
00:42
better than the outgoing one. Chinese buyers can now reserve the new Zika 001 shooting
00:48
break which incidentally, before we get into specs, is utterly beautiful. With 2000RMB
00:53
deposit, but if you do that you get a 7000RMB discount on the vehicle itself on the final
01:00
payment. Showroom display models arrive at stores October 4th, official launch October
01:04
11th. Updated model now goes up to 900V architecture from 800. Zika said the 900V system on the
01:12
SEA platform will improve charging speed, driving dynamics and total range. All-wheel
01:20
drive variants, 680hp, 2.83s 0-62mph, top speed 174mph, 280kph. So we've established Zika
01:33
001 shooting break is already just a beast for technical specifications. What does it
01:39
look like? Blimey, difficult isn't it to try and make comparisons because it'll sound
01:44
like they're ripping something else off but I would probably say maybe taller than a
01:49
Kiri V6, maybe Porsche McKinney with a little bit more of a boot anyway. So two battery options,
01:57
95kWh Zika golden battery, 103kWh CATL Kirin battery. The golden battery has a CLT range of
02:06
441 miles, 710km, flash charging over a thousand kilowatts. That's a megawatt of charging on a
02:15
passenger vehicle. Over a thousand kilowatts of charging, peak charge rate 12C. The C rate is a
02:22
measure of charge discharge rate but it's fair to say that everything else in the west, if you had
02:28
three, four C, you're doing very well. A 12C battery will go to 80% in 7 minutes. Now obviously
02:35
that's under ideal conditions with the right charger but you can add 311 miles or 500km in
02:41
7 minutes. It's just good night combustion isn't it? The Kirin battery gives you 503 miles of range
02:49
and a peak charge rate of only 6C but you can still get to 80% in 10 minutes. That's incredible.
02:55
Driver assistance, well it's all the toys. It's got their G pilot system with 31 sensors, LIDAR
03:01
as well. Driving assistance with an NVIDIA Thor U-Chip. That's 700 tops of processing speed.
03:07
That's significantly up on the 500 before. The older Zika 001 was launched on August 13th 2024,
03:17
starting price at 259,000 RMB. That's 36,000 US dollars equivalent. That's for, I think,
03:24
was the rear wheel drive version for that price last year. I've given you the top specs in comparison
03:29
but it certainly won't be a huge amount of money and that new Zika 001, it's just better in
03:35
every way. The way that the Chinese companies are iterating so quickly and some of it's not a
03:40
small iteration. Some of it is, well to borrow a phrase, an order of magnitude better, deeply,
03:46
deeply impressive. Let's move on. NEO have had a great couple of days. I've been talking about the
03:50
ES8 since Monday and or Sunday rather and now the ES8 orders and delivery outlook. We know
03:59
more now. NEO's mobile app is currently showing a weight of 26 weeks for the ES8. Third generation
04:05
ES8. Big six or seven seat luxury executive Range Rover alternative. NEO unveiled it on Saturday
04:14
at NEO Day. Deliveries began the day after on Sunday, just gone on September 21st. Three variants,
04:21
six seats, seven seats or the signature six seats. Most of the orders were for the six
04:26
seats version. 95% are mentioned yesterday of the orders were for the battery swapping version.
04:31
The company reported production capacity of 40,000 units for the remainder of the year, 15,000
04:36
of those in December and we're already seeing half a year's weight. NEO said it'll cover losses
04:41
from any reduction in next year's purchase tax incentive reduction if production constraints
04:47
mean they can't get the vehicle to you. China's EV purchase tax exemption is diminishing and that
04:53
'll add tax costs for customers who get deliveries next year. But NEO said that if they have to
04:59
postpone deliveries beyond eight weeks, customers will receive compensation of 50 RMB a day beginning
05:05
on the 57th day of after order confirmation. The MG IM 5 is coming to European market. It's an
05:12
electric SUV 800 volt architecture. The IM 5 is sold in Australia as presented by MG over here.
05:20
It'll be sold from MG dealerships, although it doesn't have MG badging on it. I need to confirm
05:27
why somebody said it would then require kind of homologation kind of crash testing like that level
05:34
of if we change the badge, I need to find out what the real deal is with that because I mean stick an
05:39
MG badge on it. But in either way, it's the IM. So it's not even really an MG to be honest with you,
05:44
but 800 volts, 100 kilowatt hour gross battery, 395 kilowatts peak charge speed that's so fast,
05:51
80% charge in 17 minutes. MG positions the IM 5 as premium, requiring upgraded dealer facilities
05:58
for sales and service. Initial performance testing by the famous Norwegian YouTuber Björn Newland
06:03
impressed him with quick acceleration, though the measured output can be slightly below the
06:09
quoted figures, depending on battery temperature and state of charge. The 800 volt system,
06:16
whilst allowing for high peak charging rates at 395, the tests recorded a system voltage down at
06:24
422 was at some points. Yeah, of course, pack voltage does change, doesn't it? When it's low,
06:29
but Björn noting the interior has a large touchscreen, which you like the smaller lower
06:33
display soft touch surfaces and high spec materials, the adjustable seating for average
06:38
sized occupants, equipment includes the glass roof, the frameless windows, the ambient lighting,
06:43
a front trunk or front and a rear hatch with good cargo access. He liked drive resistance
06:48
features with adaptive cruise, automatic lane change and lane keep, ride and handling with
06:52
tune for comfort, he said, and urban manoeuvrability. The review concluded with the IM 5 getting good
06:58
marks for power, rapid charging and well equipped interior. Newland noting that additional long
07:04
term testing was needed though to verify the sustained battery efficiency and real world
07:09
charging of which he is exceptional at and puts all of his data online. So if you go to any of
07:13
these YouTube videos, by the way, look at the notes, the show notes as it were, he puts links
07:19
in there to Google Sheets and stuff where he puts a lot of his testing data. Incredible presenter,
07:24
as well, really compelling when he's reviewing cars. Now yesterday on September 27th, Great
07:33
exterior refresh, the high four Z power train with a two liter engine and dual electric motors
07:38
and Great Wall motors, third generation coffee pilot ultra driver assistance. Exterior is a
07:44
rugged look front grill uses horizontal chrome bars and headlights that are all very off roady.
07:50
Front bumper lines change from angular to straight with black trim, side wheel arch rivets, that
07:55
kind of thing. The rear keeps a spare tire, but the spare tire guard is removed. Tail badging
08:00
is repositioned with Great Wall motor tank at the top. A roof mounted LiDAR plus side and rear
08:06
cameras support the ADAS system. City and highway navigate on autopilot. Tail lights include some
08:11
little small blue lights that indicate when the system is active, really smart move. The high four
08:16
Z has a two liter engine and dual electric motors. So electric motors are 215 kilowatts and 240
08:30
kilometers of CLTC range is a big beast. This is probably one of the places where you would want
08:36
maybe a range extender or plug in hybrid. If you want to do something off roady with it or towing,
08:42
then big battery combustion fuels could be good for some wouldn't be for me. I like pure electric,
08:48
but I can see why people would go for this. I mean, if you've ever looked at a Toyota land cruiser
08:55
and gone, I'd like one of those, then have a look at the tank because it's not a million miles away.
09:01
Now let's talk about GAC and the ION RT getting an update. The electric sedan, they updated this
09:08
yesterday as well with some really interesting specs and four variants priced from 99,000.
09:13
You won. That's 14,000 US dollars. These prices are so low. And again, this looking very much like
09:21
a Tesla Model 3 competitor, the new Kia EV4, isn't it? With the, not the hatchback, but the sedan
09:30
shape with the extra boot. Yep, pretty similar to that big glass roof. Again, just very, very good
09:37
contemporary sedan saloon styling. If that's what you want, but the specs for $14,000,
09:45
again, they just blow your socks off. And so exterior design about the same powertrain options
09:51
mean that the highest configuration will now do 403.9 miles. They have the Velociraptor concept
09:57
of their design, they say, with the three dimensional rounded forms and continuous body
10:00
lines. The front fascia uses a layout to reduce drag. So it's very slippery and friendly looking
10:07
at the front lidar. Of course, the profile is coupe like window frames are blacked out and the
10:13
door handles are concealed. Charging ports on the front fender for this one. Inside a nine inch
10:19
floating instrument cluster, 14.6 inch central screen for drive resistance, 126 line lidar,
10:25
the Nvidia RNX chip. So not the latest greatest superfast, but very, very good. 254 tops, a power
10:32
on that. And Nomap NDA. So intelligent driving using fourth gen end to end large models to handle
10:40
unmarked roads, not using mapping 99% of driving scenarios. It says it covers really lovely two
10:49
spoke steering wheel in this, I think very good level of interior by the look of it. Simple,
10:55
you know, very simple. One of those examples where the front seats both fold completely flat,
11:00
so you could sit on the back seats and stretch your legs out if you wanted to. And then a large
11:06
center armrest in the middle between the driver and the passenger. So by the time you include that
11:11
as well, probably put a mattress in there as well and have a very, I don't know, like a leisure
11:16
experience in your vehicle. If you were kind of camping in your, in your car, CATLs,
11:20
lithium ion phosphate packs, 55 or 68 kilowatt hours and starting price, 14,000 US incredible price
11:28
for a lot of vehicle. Take a break. We'll come back. We'll talk about the aura five, their first SUV
11:33
and BYD in Europe. Stick around back in a moment.
11:38
Hey, welcome back to EV news, China. Now let's talk about the first SUV from aura. Great wall
11:44
motors. First in their brand there, the aura brand, ORA and capitalized as well, how it stylized
11:51
their first SUV called the aura five. And it'll be shown with their natural aesthetics design.
11:57
We get to see it in a showcase in two days time on September 25th. Of course,
12:04
the distinctive family styling on this, the CAT family image, the aura, CAT, etc. All we've
12:12
got so far is an outline of the outside, but yeah, I think it's fair to say it looks pretty much like
12:16
the smaller cars that they do in a large, high family, big SUV. Look, so closed front,
12:24
facier round headlamps, wide fenders, coupe like tailgate, standard features,
12:29
including the big panoramic sunroof, 150 kilowatt motor and an LFP pack from Svolte.
12:34
Now, SGMW open pre-orders for the Shinguang, which is Starlight, the Shinguang 730.
12:42
Today, customers who place an order before the market launch get 2000 Yuan discount,
12:48
it's about $300, by paying a 1000 Yuan deposit. The first batch of vehicles has reached dealers
12:54
in 220 cities. The Shinguang 730 is built on Wuling's new energy architecture using their
13:00
Sky Spirit God technology, offered with three power trains, either combustion, plug-in hybrid,
13:07
or pure electric. Inside a floating center display with physical controls and wireless phone
13:11
charging pads, big vehicle. So this would be two plus two plus three in a seven seat layout.
13:20
There's not much you can do with a people carrier. So the second row seats offer a lot of recline
13:27
adjustment on this. So it looks, yeah, this isn't one of, you know, I always talk about these high
13:32
end MPVs. I always think that maybe nice five-star hotels would have these doing airport shuttle runs,
13:39
or if you like your children, you put them in the back of this. So this is not that level of
13:45
luxury on the starlight, but it would carry a lot of people in, it looks like a lot of comfort.
13:51
And again, there's not much you can do with the styling. So apart from missing the big glass roof
13:56
that a lot of these cars have with the fold down screen from the ceiling and all the luxury. Look,
14:00
this is not in that segment, by the way. So you still get seven people moved around, I think,
14:07
in good comfort in this and not much up front, apart from a big center screen, little driver
14:13
display, two spoke steering wheel as well. Pretty simple, a couple of cup holders and
14:18
the wireless charging pads. But apart from that, this is on your more budget end, I would say.
14:23
And the styling on the outside, well, yeah, it's an MPV. So vertical back and pretty high, obviously
14:31
a very high roof line as well. So the plug-in hybrid with a 78 kilowatts engine and an electric
14:37
motor, the electric variant, 100 kilowatts motor and either 54 or 60 kilowatt hour battery. So
14:44
very sensible specs on this, but I couldn't find out pricing. But what we know, it will
14:50
know in two days time when they launch it, I think pre-orders at least open now. BYD hits 10%
14:57
of Spain's EV sales. BYD is leading the global EV market overseas because of its dominance in
15:03
China. It's able to expand outside. And the BYD's established strong positions in many places and
15:10
many markets, actually, Africa, Asia, South America. In Europe, they've not been as dominant in part
15:16
because many European automakers and markets are serving good products. And legacy automakers,
15:21
kind of hit that frame, legacy sound, that term legacy sounds like the past, we should say it
15:26
established automakers really. Spain's an exception, though. In July, BYD was 10% of their
15:31
plug-in vehicle sales. Tesla was 3.3. That's huge, isn't it? And that's because that is plug-in
15:37
vehicles of all types for BYD. But hey, they'll take one in 10. Spain lacks a single domestic
15:42
automaker to dominate the market, which means foreign brands can come in. BYD is considering
15:48
Spain amongst locations for expanding their manufacturing in Europe. BYD's dealer network
15:52
in Spain has risen sharply. 25 dealers last year, 100 dealers now. Plug-in vehicles were
16:00
21% of auto sales in Spain in July up from 10% a year ago. And for BYD to take 10% of those,
16:08
really impressive. And finally, when your cars are made, if you are listening
16:15
in a location to this podcast where you can get Chinese cars, so when your car is made and it
16:19
goes overseas, I mean, they just stick it on one of the big roll-on-roll-off ferries, right? Well,
16:25
not only, because yesterday, the first China-to-Europe freight train, the Hefei, it's called, the
16:32
JSQ Special Train, commonly known as CAGE cars, by the way, carrying a tonne of new energy vehicles
16:39
departed China. Fully loaded with 290 electric vehicles, the train left the Xitang Railway
16:47
with transit times up to 22 days. The maiden departure ceremony, held as part of the Hefei
16:52
International NEV conference, opens up overseas channels for new energy vehicles made in the
16:59
area, lowering logistics costs and helping them compete internationally. The China-Europe freight
17:03
train Hefei service now serves 20 countries and 176 station cities, with total departures exceeding
17:11
5,300 trains. A new corridor across Eurasia for import, export companies. And that's your podcast
17:19
for today. Thank you so much for listening and I'll see you on the next one.