Electromobility. The future is in Guangzhou.

Guangzhou, the metropolis on the Pearl River Delta with 14 million inhabitants, is also referred to as the factory of the world! A name to remember - because it will play a big role in the future of mobility. NEVS principal shareholder Xi Jiayin pulled out on 12. In June, the big checkbook, and it gradually becomes apparent in which league NEVS and the Evergrande Group intend to act.

NIO ES8
NIO ES8. Picture: GAC

Because that seems pretty high settled. We experience first-hand how much energy investors from China are buying together. With spectacular takeovers and boarding, Xi Jiayin is building a world-wide mobility empire at breathtaking speed in the shortest possible time. You have to look carefully so as not to lose sight of the details. The latest development of the 12. June: In Nansha, a district of Guangzhou, will be building for research and development and three factories for one million electric cars a year. In addition, Jiayin is building a mega battery factory on site with an annual capacity of 50 GWh. This fits in with the Evergrande group CENAT has its own battery technology and manufacturing.

The new super battery factory in Guangzhou will be about half the size of Tesla's Gigafactory 1. Their capacity is estimated at least twice that. But Evergrande celebrates with the recent investments a huge start worth a little more than 20 billion €.

Mobility Hotspot Guangzhou

The Guangzhou site is carefully chosen by Evergrande. The metropolis is a focal point of the automotive industry in China. With Honda, Nissan and Toyota are the representatives of the "old" industry resident. Countless smaller suppliers and international suppliers produce components for almost all brands around the world. And the region is also a hotspot for electromobility.

GAC produces the subbrand on site NIO, Of course, the numbers are still low, in May were only 1.089 NIO ES8 delivered, But among the 486 startups looking to build electric cars in China, NIO is one of the few brands that could be successful internationally. GAC sees the ES8 as a direct competitor to the Audi Q8 e-tron. Cheaper, faster, a little lighter, with a pleasing, progressive design and surprisingly innovative technology. The NIO has a unique feature of a removable battery, which can be exchanged in just 5 minutes. For the moment, because GAC promises that the battery replacement will go even faster in the future. Of course, like any other electric car, the ES8 can tap its power at the fast charging station. The SUV is already driving autonomous according to Level2, the NIO's own OS is being developed in China and the United States.

Group construction with the goodwill of Beijing

With Pony.ai Another internationally acclaimed startup has settled in Guangzhou. The company is a pioneer of autonomous driving and cooperates with many manufacturers. In this environment, with short distances, rapid growth and innumerable innovations, the Evergrande Group expects to find the optimal basis for their ambitious plans. The announcementTo build one million electric cars a year in 3 years is quite serious.

NEVS production plans worldwide
NEVS production plans worldwide

Of course, the ambitious plans can not be realized without the expressed benevolence of the Beijing administration. Xi Jiayin is rightly said to have connections to the top ranks of the party and the state leadership. Critical comments in the local media, which could be read at the start with battery manufacturer CENAT, have since fallen silent.

Strategic venue Trollhättan

Trollhättan is a strategic outpost in this big-money game, and more than that. Nestled in a politically stable European Union country, NEVS AB guarantees free access to one of the largest domestic markets in the world. The former Saab factory in the Stallbacka is to be upgraded to an annual capacity of 200.000 units. From the year 2020 finally electric cars from Sono Motors and hybrid sports cars from Koenigsegg will be built in the factory.

But that's just the beginning. NEVS and the Evergrande Group are still missing their own product, which would be internationally competitive. The 9-3 EV, whose production will be delayed to next year, would only have outsider opportunities in European markets. In the medium term, however, Trollhättan could play a similar role in the Group as Göteborg for the Geely Group. Design and development for high quality electric cars could come from Sweden, maybe their production. The large quantities then produced the plant in Guangzhou.

24 thoughts too "Electromobility. The future is in Guangzhou."

  • The numbers are impressive, no question. Now, if Mr. Xi Jiayin picks up a few million, or pulls out the checkbook to license the SAAB naming rights, then everything would be fine.

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    • Would be nice. Does the man know SAAB at all? Well, it was in the museum the other day.

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  • I wonder why most countries focus exclusively on electric vehicles?
    Why is not much research into the fuel cell (eg South Korea or Japan) or alternative fuels being carried out?

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    • The impression is deceptive. The Chinese administration is funding the fuel cell with several billion euros a year. In addition to the battery-electric drives, this technology is used by more and more manufacturers. Last week, China opened the world's largest hydrogen refueling station. For NEVS Evergrande, however, this technology does not (yet) seem to be an issue.

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      • The utilization of the hydrogène est une énergie d 'avenir si la production est écologique. Elle permet beaucoup plus que les batteries seules, faire rouler of the voitures mais aussi of the camion, voler of the avions par les turbines, voguer des bateaux ...

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      • I think car manufacturers thought they had more time, until the diesel emissions scandal came along, and more so, people realized that their health could be at big city's etc.
        Silently the development of the fuel cell is continuing.

        Electric drive cars are now in the future, and the fuel cell wants to be fully developed and to become the norm in traction, home energy, etc ....

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        • I have doubts.

          All fuel cells and the fuel themselves are still terribly inefficient. Especially the volume needed to supply huge amounts of energy.

          Elements and chemicals involved in the production of many known e-fuels today are another.

          A large scale production, storage and transportation of that kind of fuel will not happen. If progress has been made, we will see fuel cells some day, far away into the future ...

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          • Sorry, I take it all back ...

            I confused about fuel cells, hydrogen, e-fuel and flow battery ...
            Not technically but by language. My skepticism was meant for all e-fuels and redox flow batteries, not fuel cells.

            But still, hydrogen is not fully mastered yet. It is a damned tricky element and very hard to tame. Transportation and storage take huge efforts and vast amounts of energy. The best use of hydrogen in the near future and within the scope of this and a large scale. It could work to some extend as a buffer for the peaks and lows we get from solar power and wind energy ...

    • ............ .. exactly this question I imagine! Especially since the CO2 balance of an electric car is a disaster. The Swedish study calculates: A vehicle with a conventional combustion engine can be driven for eight years before it has polluted the environment as much as the battery production for a Tesla Model S, especially since the power consumption while driving is not considered. And from the extraction of so-called rare earths, growing for the production of batteries. China is responsible for around 90 percent of the world's mined quantities of these key raw materials. The rare earths include 17 metals, in some electric motors stuck around the magnetic neodymium and dysprosium etc. It is really important to find alternatives!

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  • The Chinese give gas, or better electricity ... There is bought up what is possible and we watch. NEVS is playing with really big money and you can be curious what that brings to Troll-Town. I keep my fingers crossed!

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  • IMPRESSED …

    … I am too. Tom always writes so rousing. And without question there is a lot, very much in motion and in change. You almost want to join in, be part of the hype and hype around the EV and yourself as one of the first one. Or at least be the second or third in the neighborhood, just to be able to feel like a trendsetter ...

    But then the old questions start to form again ...

    • Why do not we just heat cheap and environmentally friendly with electricity?

    • Why are new oil heating systems (heating oil = diesel) being subsidized by the state?

    • How can it be that a Koenigsegg with E85 in the tank and 1140 PS under the hood emits less fossil CO2 per km than an average EV in the German power mix?

    • Who has the raw materials for EVs (batteries) and almost a monopoly on them?

    I do not even want to start by asking open questions about the infra and charging structure or the overall ecological balance sheet (etc.). Only so much: I heard some time ago a Prof. XY, who in an interview in the GEZ-funded ÖR (InfoRadio RBB) very plausible presented that China would pursue with the means of electromobility mainly geopolitical and financial interests. He warned and expressly warned against the dependencies that would arise in the future if one did not follow one's own path, did not seek alternatives, but made himself dependent on Chinese raw materials ...

    The poor man must face almost physical pain in the face of the news on the subject, domestic industrial announcements, trends and political requirements. And I can understand that very well. The fact that we have no plans B and C, that we are not treading and testing multiple paths in parallel, is simply irresponsible - geopolitically and ecologically irresponsible.

    Every dork makes regular backups of his vacation photos. But on important environmental and geopolitical issues, our self-proclaimed elites drive a one-track strategy without backup? That can not and may not be, but it is still the same and not different ...

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    • Heating with electricity is (still) not possible. Looking at gross electricity consumption in D-land in relation to net electricity production, today's capacities would not even allow full electrification of transport. Countries such as France, etc. can only heat cheap with electricity, since here (partially) about 80% of the electricity mix on the nuclear power accounts - this is known in Germany, but before.

      The promotion of oil heating has the (main) reason to modernize the sometimes extremely obsolete burner technology. Tends to make sense, since the transition to another technique often proves difficult.

      Hope that helps !

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      • Thank you for your AW Jan_HH,

        but to be honest, it does not help me understand more about policy, nor does it help the environment ...

        We are export world champions. Strom has also long been a German export good. We already have more electricity today than we consume, but we keep prices artificially high. And it is not just the nations that rely on nuclear power, in which electricity is often used. Also Denmark and Norway are in these races.

        What I miss is an intelligent use and a corresponding political control for the use of given and different, possibly all resources.

        Let's stay with the electricity and the fuel oil, so as not to go bankrupt ...

        Even the most modern of all possible burners is outdated and should not be eligible because it uses only the thermal energy of the heating oil. The kinetic energy dissipates completely unused. Just look at the performance data of a stunted 2,0 TTid 9-5 with 190 PS, then you know what's going wrong.

        With a combined heat and power plant that would be different and they are already eternal and for three days and for a long time small and quiet enough to be installed in each house. The kinetic energy is transformed into electricity and the thermal energy is used for hot water and heating. Efficiency and efficiency are thus better in the double-digit percentage range.

        Now the power: We had ever memory techniques and had different electricity rates for day and night.
        At that time, of course, it was a question of power plants that could not be ramped up and down and that night-time electricity should not be wasted. Therefore night storage heaters were in vogue and cheap ...

        This also fits the wind energy like a fist on the eye. What do we do with the night stream when the wheels turn at night? It would be great to heat the hot water tank for the next day. You could not only shower and bathe with it, but also run the heating.

        The water of my heating system has just 35 ° C. In the well-insulated wooden house of modern Scandinavian design, this is sufficient even at -10 ° outside temperature for 23 ° plus room temperature ...

        But not CO2-neutral, but with a Gasbrennwerttherme, because the nunmal time is now clearly cheaper than excess electricity from renewable sources national self-consumption.

        That understand who wants. I do not understand that. And I feel like the day I understand it would be the day some synapses failed me.

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        • Certainly, the political back and forth regarding the energy transition seems illogical (which it usually is). And today we have a similar problem as a few years ago - the power of the power plants. Either there is too much power in the network or too little. The excess regenerative current is only conditionally (or not at all) suitable for covering the base load. This crassly volatile feed is one of the reasons why a sensible use of surplus energy from the sun and wind is not (yet) possible.

          Certainly that is only a very small aspect of this problem - the main cause we find on the economic side. But in some other way more - we are here on a car blog, and not on a page for energetic questions 😉

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          • BILBLOG

            Yes, that's true 😉

            But the immobile and automotive aspects of energy are becoming more and more alike. The only exception is gasoline. That is and remains reserved for mobility. Other energy sources and storage technologies are used, tested and discussed on a mobile and stationary basis. Be it gas, hydrogen, heating oil / diesel or batteries ...

            Maybe no coincidence that there is currently a run on petrol and vintage cars?

            They will not save the world, but they will not make false promises.
            They are honest skins (well worth something) and above all they have long since been talked about ...

  • Nice for NEVS and maybe good for jobs in Troll Town (next to Sion and Koenigsegg). But otherwise? Does that have anything to do with SAAB as we love it or her (the vehicles)? Does that bring something to our beloved brand? Does it again bring similar beautiful, perfectly designed and self-evident vehicles, technically up to date and with the courage to lateral thinking and understatement?

    I do not think so. Quite apart from the more than dubious humanitarian, political and economic conditions of Chinese politics and economic offensive - when I look at the other "Swedish" Chinese, I turn with horror of exterior and interior design without any line, with a lot of show and Bling Bling and Interlaced Operation Menus!

    Nevertheless, of course, thanks to Tom, that he keeps us up to date on NEVS!

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    • THE TROLLJAN HORSE

      Yes, it will be interesting to see how NEVS knows how to use this location. And you have to be careful. The big money and big production will be in China. Likewise, all fiscal, economic and geopolitical interests are pursued there. And it will be a self-interest ...
      It can not be ruled out that a Sion and a handful of Koeniggseggs will end up being the wood for a trojan horse and not much more than a bit of balm for the European soul ...

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  • As I read the post, I had the same questions as Ebasli. Especially with regard to new mobile technology, "Saabian" lateral thinking and engineering would be required. But that seems to rank zero at NEVS. At most, they are the world champion for announcements! I hope they save the money for the acquisition of the brand name. Would be the last step in the decline of the brand ...

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    • You just have to wait and see what happens. In fact, there is not a single product from NEVS to date. Stuffed cash registers, and the possibility to realize an interesting product (possibly in Saab tradition) exist only since the entry of Evergrande. The coming years could be exciting for Trollhättan. But not mandatory.

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      • Full coffers, probably for the first time in the history of NEVS. Exciting, and somehow dramatic. The company could have built SAAB's if she had the money. But the coffers were always empty and the plans bigger than the account balance gave.

        Past…

        Electric cars can be developed quickly Perhaps there would be room for a small hybrids from the Saab plant? I would be there!

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  • It's all very confusing and sometimes you do not understand the world anymore. You get information from different directions and can not actually assign them. Is it true or not? No matter what technique prevails, one thing is for sure, the cost of getting around will increase your own car in the garage may become a rarity and buy the gas for our valued trolls in the pharmacy. I find it sad and I think there are much more important things in our world that deserve attention and action.

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    • APOTHEKE

      When the time comes, Maptun, in cooperation with a Swedish manufacturer of stoves, launches a wood gasifier. It will then be distributed and installed exclusively in the Stage 9 package. An entire set of Gränsfors (split hammers, ax and hatchet) is also part of Stage 9, as are more stable pistons and a larger turbo. A Husqvarna chainsaw is also included.

      Then we all accelerate from 4,3 to 0 with birch wood in 100 seconds and drive up to 302 Km / h and of that we shoot funny YouTube videos ...

      But joking aside, you're completely right. Alone environmental and energy policy, there are more important things. Of human rights issues and clean drinking water, which 2,2 billions of people are missing, you need not even start to wonder about the priorities set ...

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  • eMobility does not hurt. You do not have to be afraid of it. We separated from our Saab 95 two years ago and added a Tesla Model X to the family. The 93 Aero Convertible we have once kept, but is very much without being moved. Anyone who has ever driven an e-car is eaten by it. I've been following news for a while now at NEVS, with the new owner. I would definitely take a close look at a NEVS on the Phoenix 3 platform.
    Fuel cell: Depending on how hydrogen is recovered, it is inefficient or a byproduct. The efficiency of the reconversion is again bad. Generating hydrogen with electricity and not chemically is actually insanity. Building a gas station network for H2 is an endeavor, also the supply of this. I can get electricity from a solar system at home, I have electricity at Nordkapp. I'll never get H2 that wide.
    The energy density of the batteries will make another leap. With the now increased charging power (also retroactively at Tesla), charging breaks on the Supercharger have shortened once again. New batteries will offer even higher charging power on the track and also offer more range due to their higher energy density. Range is, depending on the vehicle, no longer a problem. The discussion should focus on the charging network and charging speed.
    A NEVS with e-drive would be an asset ..

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    • Everything is good and correct, but everything is written from the perspective of a user ...

      You could also say, from the perspective of a consumer. What would be almost disrespectful given our problems caused by consumption. On the other hand, but equally true ...

      It's not about whether an EV with a corresponding technical effort for vehicle and charging structure could be suitable for everyday and even travel. Of course it can.

      It is about whether the required effort makes sense ecologically and economically. Firstly, to be able to draw a positive conclusion, and secondly to underpin it, please explain from which environmentally neutral sources (or storage) the electricity for your EVs should come from during a nocturnal charge ...

      You have excluded hydrogen as meaningful storage. I can add that you also have no solar energy for charging at night and without memory. And since they mention the North Cape, I add that the nights there can be very, very long ...

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