The fastest growing EV maker in the world is NO longer BYD
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- Опубликовано: 9 июн 2024
- The fastest growing EV maker in the world is NO longer BYD
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Geely Holding today owns and manages a number of brands: Geely Auto, Lynk & Co, ZEEKR, Volvo Cars, Polestar, Lotus, London Electric Vehicle Company, Farizon, RADAR, and Cao Cao Mobility, and other brands are around the brand positioning and actively participate in market competition. It recently cut its holdings in Volvo Trucks. Geely has invested more than £3bn in Lotus, ahead of a planned listing of its electric car business on New York’s Nasdaq stock exchange. It will float through a merger with a special purpose acquisition company (Spac) backed by LVMH, the luxury goods company controlled by the billionaire Bernard Arnault. The production record will not last long, as Lotus has started to deliver the first of its Eletre sports utility vehicles from a new factory in Wuhan, China, as part of a Geely plan to increase annual production to 150,000 by 2028.
The problem I see is that Geely have bought up lots of great automotive brands with great history. Lotus is famous for lightweight, great handling sports cars. An EV cannot quite do that, although a Renault Twizzy comes close. Astons are sporty grand tourers. Again, not quite an EV, which perhaps best turn out as SUVs. Taking an EV SUV platform and making a Lotus sport SUV? Is how different to an Aston SUV, or a Volvo SUV, or a London Taxi? I’m just saying - rebadging and restyling the same basic car is limiting. Calling a Geely a Lotus doesn’t really evoke a super lightweight, superbly handling medium power sport or racing car. Ford have done this with the MachE. It’s not been a best seller.
@@sullivanrachael An excellent point, the Chapman mantra was simplify and add lightness. Geely presently seems to be following simplify and add weight. Also cutting holdings in Volvo Trucks may prove to be a mistake given they are leading with heavy truck electrification.
Zeekr 001 is one of the best EV car i see so far.. insane fast charge well made product.
Zeekr 007 is in my eyes the better one. It looks amazing.
They ought to call it The Zeekr Bond instead of Zeekr 07.🎉
For now, yes, an improvement of the old Xpeng P7I, but it is worse than the P7i Max which has much better functionalities... A new version on the much better SEPA2.0 chassis will be available in 2024... Things are progressing very quickly, but details are very important in daily use satisfaction... A car is not a tool to buy, but an object which should protect you always, without any material defficiency/risk...
Geely is emerging rapidly as it transitions from ICE vehicles to EVs as it already has extensive dealerships worldwide.
Geely sells vehicles under the Geely brand in China as well as Proton, Lotus, Aston Martin, London Cabs, Lynk&Co, Polestar, Volvo around the world
China has so many EV cars manufacturers and someone may spring a sales surprise
Market shares fluctuate, subject to model releases.
Hey Sam, in the UK someone’s cutting gas delivery hoses, I guess it’s retaliation for cutting charge cables 😮😮😮
Assuming that the figures presented are accurate, Geely going from 5.7% worldwide market share last year to 7.4% market share this year, is actually a rise of 33%! This is a huge rise and a credit to the company which produces high quality EVs.
One of Geeleys brands namely Lotus entered a battery swapping partnership with NIO
I love the design of Zeekr MIX.
Investing in Zeekr should be done with caution: tariffs, data protection, American union protection, technology potential.
The rest of the world is 8 billion people.
It's only in stock. I don't think they sell in USA.
Zeekr already delivering in Europe, next is middle east, ASEAN, Australia, NZ. World is much bigger than America
HA! U.S. is the largest market for most sectors (85% pharmaceuticals, 60% EVs, 50% financial services) and only 4% of the population and companies charge 3x in U.S. what they do in other countries. If you can’t sell in U.S. you’re not even at the grownups table.
Sorry, but US is in fact very small in everything, compared to the rest of the world.
Also your own numbers seems totally off. "60 % of EVs"???
Cheers mate
A problem is that Zeekr 001 with the Qilin battery is not available here in Sweden, I don’t know if it’s available outside China.
Sam, I think that there are some lessons, potentially, to be learned here. I am a Tesla fan, we own two. But I do think that BYD and Geely demonstrate that through their many brands (a bit too many) they offer many car choices to consumers to fit their needs and to express their individualism. Tesla needs to learn, I believe, that people equate a lot of their “individualism” via the cars they own, particularly Americans. I think that Tesla would sell a lot more cars if they had more variety… potential for people’s individualism… by starting to offer more colors, wheel choices, etc., and then to expand their model line-up to an appropriate level.
more options, less manufacturing COGS efficiency and not comparing apples with apples with government subsidies and markets supplied. Tesla can't be all things to everyone, it must sensibly scale its manufacturing platforms, not chase every market segment and desire.
The question is, can Tesla build the types of cars you mentioned without relying on China's manufacturing industry chain?
Geely have been on my radar for some years now. great cars.
Will the zeekr 007 be sold in the uk any time soon ?
Zeekr cars seem amazing. I love my BYD seal, but I would get a 007 if available in Mexico. I believe Zeekr is coming next year.
Is there any evidence that the batteries will last at those charging speeds and in addition to that, what is the evidence that Geely cars are going to be reliable and last well generally?
Geeley has signed up to use NIO battery swap network
Does this guy ever sleep. Must be A I. Look at his hair. 😂
😂😂😂
This is what I foresee in the future. Geely will lead in ev and ice vehicles.
Due to the fact they sell cars in Russia....,all European manufacturers left. 750k chinese cars year in Russia, mainly Byd and Geely.
Geely is a very important group of brands for automobile industry, but they are, even wuth Zeekr, far behind the very discreet Xpeng Motors. For technologies, and durability, and equipments, if Geely does correct products, but Xpeng does even better ones, with no accident encountered and excellent respect of technological limitations to prevently spare any risk!
The US just imposed a 100% tariff on Chinese EV imports because their cars are FAR SUPERIOR in every metric over their American counterparts..
I just saw a video of a BYD SUV and they have a crazy amount of cool features and this one had a gas generator built in (not a hybrid) which gives the vehicle over 600 miles of uninterrupted range .
It also features a built in drone that launches from a built in roof pod, an in car communication system, oh and it will float on water for thirty minutes.
Build quality is next level and styling puts anything the US is putting out, to shame.
I would never have considered an EV until I saw this freak of nature, it’s almost supernatural. 👍👍👍
They should call it The Tundra Frog. It's a name. I'm fed up of labels like U8, SUV 7 etc etc 🎉
If you can afford that car, you can afford the tarrifs increase. 😂
@@100c0c
The point is that the US is imposing tariffs because U.S. auto manufacturers can’t compete against Chinese EV’s which are superior in every metric.
Say what you want but that’s the worst way to stifle competition.
@@travelwithtony5767 It's just keeping China out like the Huawei ban, even though no US company makes 5G (US buys from EU 5G companies). The Big 3 US automakers will have to compete with Japanese, Korean, EU and several non-Detroit companies. They don't have the market to themselves.
@@travelwithtony5767 nah we have tesla lucid and rivian thanks all making vastly superior evs vs the Chinese ccp sponsored ripoffs! 👍🏻😎
We also lead china in total car recycling capacity, renewable&nuclear energy capacity per capita etc.
China's come a long way in the past couple decades mostly thanks to ripping off everyone who knows what they are doing. Not respecting anyone's ip or patents. But they are about to hit a wall!
How do u invest in it what’s the ticker symbol?
VW might make it. Only legacy automaker that has a chance but encumbered with an outdated structure, especially dealerships.
N I O
Morning mate
How's the morning, mait? Good? Be good 👍😊
This New Energy Vehicle China-only standard appears to refer only to hybrids and misrepresents BEV (Battery Electric Vehicles) if you didn’t pick up on that.
Ford should do it.
If SAIC fell from 7.5% to 7.4% it'd be worth knowing the actual numerical values.
If the total market fell 1% SAIC would have remained steady.
Percentages of (something - what?) can be meaningless.
If Tesla sell 10% less it'd be bad but 10% less for Tesla would be more that the total output of gm, Rivian and Lucid put together if I'm remembering correctly.
It’s NIO
It's pronounced Geely with a hard "g" not a j sound. Thank you as always, Viking.
Which one has the autocratic drive mode? You know, the one that tells you where you're going, not like those free for all Western versions?
once who start getting big its impossible to grow at a fast rate, only small companies grow at a large rate.
How many manufacturers and marques to you guess will still be producing EVs at the end of 2025?
Everyone knows about Geely as they have the best self driving 10x better than Tesla
Geely the new Toyota???
Muddled. So, who’s on first base?
What’s on second!
@@uselessfacts-nd7pj Naturally. 😄
VW still a wee bit stuffed huh?
Chine stockmarket up 50 % since February bet y'all didn't know that
What did they sell 4 cars this year instead of the 2 cars last year...Wow that's a 100% increase....
You probably don't know that Chinese car exports have become number 1 in the world
You mean this is the way US create propaganda.
Ever hear the business expression 'death by growth'?
Unless managed properly, rapid growth can devastate the opperations and infrastructure of the best of companies.
Unless you have the government behind you
@@jsanders100 It's purely supposition, but going by the graveyards of disused and unsold ebikes and cars peppered across China they appear to lack the knowledge or the will to fix it when a company breaks.
Geely is joining the one and only for the future EV industry NIO NIO NIO😂😂😂😂
Geely is the next Stellantis or the next VW: It has many brands, making its own "universe".
I like Geely's strategy to own some famous European brands and not just creating some new brands, but, with all Geely's brands combined, it seems to have too many brands.
Overbranded?
Fastest growing not necessarily means better and bigger, right?
Geely got their car brand names right.
As long as they don't sound Chinese, it will get into the American market.
Are Americans that racist?
The American market prefers lgbt pronouns and woke labels
Nio is the only EV worth owning. They will dominate the landscape. They will be an empire
Now that charging speeds have risen, I will wait for them to write down their battery swapping investment
I hope so but my NIO stock isn't doing so well lol
You can't just say you're a premium brand. Nobody outside of China has ever heard of Zeekr, let alone percieve it as a premium brand. In the UK, they're indicted to sell for £45k, on par with BYD Seal, a much nicer car without sales success. Car Magazine gave the 001 2 stars out of 5. Personally, I don't like the looks of any of the range. They may well hang in there but Zeekr as a company is definitely no Tesla.
Show me the 550KW chargers to plug into, then. So does it matter yet?
It matters because with 250KW it will utilize 100% of the power during most of the charge i.e. "5% to 85%" for instance. This makes the charging times on regular superchargers around twice shorter.
There are many interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire
I'm an advocate for having a diverse investment strategy. I grew to a 5 figure mark with my portfolio having exposure to different areas of the market, including small and large-caps of the ETF index, blue chip stocks, coins, grade bonds and alternatives like cryptocurrency markets, as this helps manage the overall risk on my portfolio managed by my FA.. Credits to my adviser, Jonathan, i have no doubt investing more
Please can you leave the info of your investment advisor here? I'm in dire need for one!!
Sure! he interacts on what's Apk using the digit below.
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However, the fastest rise in tariffs rising by 400% is, Chinese EV's
We germans want ICE cars. and they have to be even bigger and dirtyer. We are doing our part to lower carbon emissions by breathing not so fast.
Jai Hind. There are too many numbered 007 agent badge on Chinese EVs nowadays
Gutter Hind. There are too many hind people without toilets pooing outside
byd👍👍👍👍👍geely👍
I still doubt the quality from China. And durability. And who can repair it. And can you get parts. And safety. And warranty honored? And I lived in China. It is a crazy place - so I doubt even the toxicity of the parts that could poison you.
Investing in autos is a real risky move by the way, and keep in mind this is not financial advice.
"What do we think?" We think you were wrong to bash and sell NIO.... 😂
I'm not sure what I can do about it
Fastest growing EV maker this week, somebody else next week, and someone else the week after. None of these numbers mean much.
Valuation for zeeker is not justify, they should have listed for 2-5 dollar per share with plenty of shares. Then maybe it will have better growth, just because it’s started with 20-30 dollar range it’s got a long way to go, a good stock and company wasted.
Came out 25.5 per share, hit peak at 32.23, then head back to 26.5, now consolidation around 27.9. All the money wasted and burned, kinda stupid, if it came out 5 dollar per share it could have stood around 8 by now with 10-12 being peak price.
The Chinese have no concept for sales and marketing... the names they come up with are just 2 dimensional and don't capture the imagination of show any character sadly...
They need to hire Indians for sales and marketing, the Indians are good at convincing westerners
The yankos LGBT people are certainly fearful of these unimaginative named chinese cars
@@johnchin1456 They want to have rights for naming Chinese EVs
Sam is an amazing man
wrg
In the West Chinese EVs are limited in numbers to protect its car industry.There should be more limits to Chinese EVs so there is only max 3 Chinese cars in the West .
You can't get more racist than that 🥶
No probs, same restrictions on Tesla and it's cyber rust and grandad cars
Competitors from Europe’re coming.
Europe has been left in the dust, they’re too busy trying to figure out how to accommodate the immigration invasion, building 15 min cities and banning gas stoves and cow farts, rather than focus on the things that will increase GDP and improve the economy.
China has none of that.
Europe and the U.S. are failed states.
The best EV BYD
BYD = Burn Your Drive ;)
geely please call tesla for fsd partnership!
Oh dear.
If a manufacturer made one EV last year and two EVs this year does its 100% growth rate make it the fastest growing EV maker in the world?
Dude you aren't smart enough to do math or science.
Why show a Tesla factory since it's the fastest declining in the world??? Tesla pumper shill much??
The only reason to get Chinese trash is the very low price. But you have to be in china. In Europe they cost as much as a normal non Chinese car. They should be half the price of a normal car.
Every other European car manufacturer would go bankrupt overnight. And thousands of employees let go and their families being pushed into poverty over a few years after their savings run out. EU or North America will not allow it.
Chinese trash, like their space station???
Please let us have a normal debate, i don't have even a car! A GER energy supplier admit that the energy grid would collapse if just half of today's internal combustion engines switch to electric vehicles. Most people charge in the evening, right when most people are eating, bathing or watching TV, which means that many consumers are running at the same time.first we need to upgrade the power grid, clean energy supply, not from fossil power plants, infrastructure, recycling facilities, bcs no 1 exist that could handle EVs in high numbers! But net issue is around the corner, according to experts, lithium resources last for a maximum of 50 years, some say 30, depending on use, and mining ends in a high environment damage, according to Greenpeace! only solution, stop individual transport, more trains, metro etc.
Fortunately the transition will be slow, home chargers will continue to manage charging times, mostly at night after home peak consumption has ended, and battery storage prices are dropping like a stone, meaning you can collect light energy during the day and pop it in your battery at night. Greenpeace is a ridiculous, radicalized organisation, I used to donate to them but found out where the money was going. Just because your brain can't fathom the future doesn't mean it won't be just fine, peace ✌️
@@Ted_adventurer sorry, but when you come home after work, that's the time in which the energy consumption reaches his peak, so, then you have to charge the battery and most don't have a supercharger at home, most need approx. 6-8 hours for a full charge! 2 The greater the demand, the more expensive it becomes, incl. electricity. 3. all that makes no sense as long we need fossil fuel to produce the electricity! 4 and biggest issue is rare earth, Lithium is a "rare earth", best calculations says, that the reserves of lithium will last for only 40 to 60 years,what's next?? there is only one solution, stop with individual mobility, use trains, metro, bus etc
I think it is time the world needs to take China seriously and pay the respect they deserve.
YES