3 ms·

So Chinese advantage with EVs + tariffs in USA and EU can cause that China will get stuck with massive overcapacity for BEV manufacturing and thus bankruptcies.

So Chinese advantage with EVs + tariffs in USA and EU can cause that China will get stuck with massive overcapacity for BEV manufacturing and thus bankruptcies. I wonder if China little bit overplayed their hand in those massive exports.

rightbyte 2y ago
> I wonder if China little bit overplayed their hand in those massive exports. For each export there is an import. The EU elite might be the ones overplaying their hand thinking that their voters care if a car is german or chinese. I want a BYD.
- pjmlp 2y ago
  The voters care about if they can afford a car for their daily needs, they much care less about what powers them.
- MrHamburger 2y ago
  Chinese import of EU goods compared to exports to EU are pretty small. That's why you see Chinese targeting luxury products as an answer for BEV tariffs which is more for effect than effective.
- beAbU 2y ago
  Do you want a BYD because of supposed cheapness/high value for money, or does the car/brand offer something else you want that other brands do not offer? I'm genuinely curious. I do think pricing being equal, people will probably still opt for more well known European/Japanese/Korean brands. It takes a generation or two for a new car brand to really penetrate a market, people are sometimes really really weird when it comes to their perception of and loyalty towards car brands.
  - rightbyte 2y ago
    It is the price point only. A little bit sticking it to the man maybe, too. Also I believe there is no spyware in those cars, compared to fancy brands. But that might change on short notice.
    - fragmede 2y ago
      Why would there be less spyware on the cheaper brands?
      - rightbyte 2y ago
        No internet? Many cars got their own cell phone connection nowadays.
toyg 2y ago
China still has a humongous "market of last resort": the internal masses, which can be leveraged with public money (i.e. the state could pay poor people to buy cars). This can keep manufacturers alive until the trade war cools down.
- MrHamburger 2y ago
  That humungous internal market is also pretty poor to afford BEVs in a price tag which would have been sold in EU or USA, same like rest of the planet. Furthermore rest of the planet (expect few developed islands) have additional issues with non-existent infrastructure to support BEV.
  - Cumpiler69 2y ago
    >That humungous internal market is also pretty poor to afford BEVs in a price tag which would have been sold in EU or USA The US consumer has on average more purchasing power than the EU consumer, but BEH prices are roughly the same on both sides.

rightbyte 2y ago

> I wonder if China little bit overplayed their hand in those massive exports. For each export there is an import. The EU elite might be the ones overplaying their hand thinking that their voters care if a car is german or chinese. I want a BYD.

pjmlp 2y ago
The voters care about if they can afford a car for their daily needs, they much care less about what powers them.
MrHamburger 2y ago
Chinese import of EU goods compared to exports to EU are pretty small. That's why you see Chinese targeting luxury products as an answer for BEV tariffs which is more for effect than effective.
beAbU 2y ago
Do you want a BYD because of supposed cheapness/high value for money, or does the car/brand offer something else you want that other brands do not offer? I'm genuinely curious. I do think pricing being equal, people will probably still opt for more well known European/Japanese/Korean brands. It takes a generation or two for a new car brand to really penetrate a market, people are sometimes really really weird when it comes to their perception of and loyalty towards car brands.
- rightbyte 2y ago
  It is the price point only. A little bit sticking it to the man maybe, too. Also I believe there is no spyware in those cars, compared to fancy brands. But that might change on short notice.
  - fragmede 2y ago
    Why would there be less spyware on the cheaper brands?
    - rightbyte 2y ago
      No internet? Many cars got their own cell phone connection nowadays.

toyg 2y ago

China still has a humongous "market of last resort": the internal masses, which can be leveraged with public money (i.e. the state could pay poor people to buy cars). This can keep manufacturers alive until the trade war cools down.

MrHamburger 2y ago
That humungous internal market is also pretty poor to afford BEVs in a price tag which would have been sold in EU or USA, same like rest of the planet. Furthermore rest of the planet (expect few developed islands) have additional issues with non-existent infrastructure to support BEV.
- Cumpiler69 2y ago
  >That humungous internal market is also pretty poor to afford BEVs in a price tag which would have been sold in EU or USA The US consumer has on average more purchasing power than the EU consumer, but BEH prices are roughly the same on both sides.