The 3 Chinese EV unicorns compared; NIO, Li Auto & Xpeng

The 3 Chinese EV unicorns compared; NIO, Li Auto & Xpeng

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[johannbrauer]

A highly unscientific analysis from China:
I live in a fairly upscale suburb of Chongqing, so my observations are limited to that.
Li Auto: Li Ones seem to be everywhere, but they are somewhat an oddity. People with similar needs previously bought Toyota Land Cruisers. If Li Auto doesn't expand its selection, it will be a niche market manufacturer.
NIO: My friend has an ES6 and it is possibly better than its German counterparts. NIO is considered a higher value brand than the German ones.
XPeng: Their cars stand out. They are absolutely gorgeous and when I spot one I think that is some high-end German car.
Where I live, a German car is a must, but NIO and XPeng seem to be replacing the German ones at a rapid pace.

There are many other EV manufacturers here, but their cars may not be as exciting (excluding an occasional HongXi SUV, which totally steals the show). More and more DiDi (Chinese Uber) cars are EVs that cost around 150k RMB. CaoCao (a taxi company) has its whole fleet EVs (a deal with a manufacturer). Not all EVs are flashy. As Sam has pointed out you can buy a perfectly fine EV here for 100k RMB (I don't count Wuling as a car). I am an EV fan and here you can tell the difference by the license plate. A green background license plate means an EV and many times I see Geelys, BYDs, and other ordinary-looking cars with green license plates.

[giuliopedrali]

The most beautiful and cool between Nio, Xpeng and Li is the Nio Et5.

[crtmojo]

Nio has new factory that should be done this year. Xpeng has a new suv that looks amazing. China is moving at incredible speed.

[qilu]

Li auto will switch to ev when needed. Li's founder is also the owner of china's no 1 auto forum/app. he has a good grasp on what the competition is and what people want, so he can stay just a step ahead. at the moment, some people still have range axiety, which I don't understand, but they do as a matter of fact.

[jkbrk]

I love PHEVs but long term BEVs will win so my money is on NIO and Xpeng. Longer term heavier into NIO because they have potential for higher margins. It will be hard for xpeng to go up market if they wanted to. Xpeng will have the volume long term. Both are chosen winners in the China market.

[yankabilly]

The subsidies to the auto maker will only go into making new vehicles or into the company’s hand

[MaximGhost]

At least one of these will be 25x in 5 years. I don't know which one so I bought them all. :)

[Sam_BS_Electric]

XPENG Motors, the China-based electric vehicles manufacturers, has become the first Chinese EV company to enter Sweden. This marks the second European market for the company after entering Norway.

[DailyBeatings]

The majority of Xpeng's vehicles sold are sedans. What's going to happen to Xpeng once the ET5 and ET7 are in full production?

[yankabilly]

Yeah Ford Explorer and expedition Lincoln‘s aviator and navig gator we’re supposed to go electrified within the next two years but was bumped back because of the F150 demand well those batteries hopefully when this new plant gets built in Glendale Kentucky these batteries will supply the Expedition and Navigator with the batteries needed

[WANDERER]

Sam, , how many EV makers are there in China anyway??

[grantboucher]

are they really going export these vehicles are crash tests being down or even scheduled in each market

[Sam_BS_Electric]

Is the BYD Tang not a big SUV? It's a seven seater after all.

[jamalel-hibri]

It’s a shame that Li’s SUV is not a pure EV. It’s a beautifully made SUV. Don’t know why they felt they had to slap a gas engine on there! 🙄

[morganangel]

Really? Tesla is a luxury car? - then what is Rolls Royce... LOL.

[bmy]

Nio...It's expansion plans if executed will will give Tesla a run for it's money

[larrynelson]

Love your show, but just one piece of friendly advice. PLEASE get help on pronouncing Chinese. Not only does your mispronunciation hurt my ears greatly, but it is often unclear to what you are referring.

[willeisinga]

Hello Sam, I wanna share with you this. Ismael Jabbie, Let Them Come To Groningen. My Town. Have Fun. Thank you for your video s.

[simonbarrett]

Nio is the best EV out there customer services excellent no-one's in their league in EV in customer services thay will take sale off Tesla this year in China. Lot off tesla move to a nio as on YouTube thay say it a better EV the video are out there if you look. Nio hold the world speed record for driverless EV round a track in Europe. There a Colombian guy drive a nio with a caravan on the back round China on YouTube he not pay to chargers battery as he do a good deal when he bought his car. You need to do a video on Nio customer service it the best

[lesliecarter]

Subsidies caused an over production in EV’s knowing that they would be removed. I agree that February will be slow but I don’t see it picking up in March.