The Truth About China's Electric Vehicle Market

The recent Guangzhou Auto Show in China was a reflection of everything stereotypical about the Chinese car market: Chinese OEM clones of European vehicles, North American and European legacy platforms resurrected into new China-only models, wacky supercars from unknown Chinese OEMs, stretched European executive sedans, and weird electric vehicles.

The only major North American press headline from the show was bold: “ Five New Electric Cars from China, World’s Largest EV Market.” I never saw China as a leader in electric vehicles. However, green car publications like CleanTechnica have stated China is the world’s largest EV market for almost two years now.

What’s the real story behind China’s EV market? There’s both truth and lies in these headlines.

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Auto Execs In Guangzhou: China Will Grow Further, But Slower

China’s car sales can’t go on forever growing at a 50 percent to sometimes 100 percent clip, auto execs agree at the Guangzhou auto show. All are convinced that the growth will continue next year at a more – what’s the buzzword?- sustainable rate.

The Guangzhou auto show opened today. In case you’ve never heard of Guangzhou, it is a city of around 10m (nobody knows for sure,) and the main manufacturing hub of the Pearl River delta. Formerly known as Canton. About 30 percent of China’s GDP is produced in the South. The opening of the show prompted some major announcements. Here are some of them:

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  • EBFlex Ridiculous. “Insatiable demand for these golf carts yet the government needs to waste tax money to support them. What a boondoggle
  • EBFlex Very effective headlights. Some tech is fine. Seatbelts, laminated glass, etc. But all this crap like traction control, back up cameras, etc are ridiculous. Tech that masks someone’s poor driving skills is tech that should NOT be mandated.
  • Daniel There are several issues with autonomous cars. First, with the race the get there first, the coding isn't very complete. When the NTSB showed the coding and how that one car hit the lady crossing the road in the storm, the level of computation was very simple and too low. Basically, I do not trust the companies to develop a good set of programs. Secondly, the human mind is so very much more powerful and observant than what the computers are actually looking at, Lastly, the lawsuits will put the companies out of business. Once an autonomous car hits and kills someone, it will be the company's fault--they programmed it.
  • FreedMike Can we mandate tech that makes Subarus move the f**k out of the fast lane?
  • AZFelix Athenian style ostracism where every county allows people to post egregious driver behavior videos on a public forum and then allow registered citizens to vote to revoke the "winner's" license for one year. Counties with large populations can ostracize one driver per 100,000 residents.