Automundo China

Dongfeng’s Mach 1.5T hybrid engine reaches 48.09% thermal efficiency, first in Chinese hybrid market.

Recent regulatory filings with China’s Ministry of Industry and Information Technology reveal that BYD will use its new TZ200XYAT 240 kW (322 hp) motor in a wide range of mainstream vehicles. While we do not have too many details yet, this motor is being used for RWD 800 V architecture vehicles, signifying an architecture upgrade for some models and a shift in primary drive axle for others. As the vehicles are also losing weight while adding power, some on Chinese social media predict that this motor will be a scaled down version of the surprisingly compact, high-speed motor in the Han L. If that is the case, performance will depend largely on gearing and tuning.

Wondering if BYD at HK$98 is still a smart way to ride the EV and battery wave, or if most of the upside is already priced in? You are not alone. The stock is roughly flat over the last month at +0.1%, but a 13.9% gain year to date and 44.1% over three years shows investors have already been willing to pay up for its growth story, even after a recent 2.1% dip this week and a more modest 9.1% return over the past year. Recent headlines have focused on BYD aggressively expanding exports into...

ARK funds shed nearly all Chinese stocks in 2021.

Tesla’s November numbers out of China are in, and they confirm what we’ve been suspecting for a while now: the...