It’ll be very interesting to see where the Harmony Intelligent Mobility Alliance goes from here.

I think it’s a much needed formal structure for Huawei to more closely manage their alliance partners (especially AITO, Luxeed and Arcfox). Interesting that Changan (Avatr) is no official partner yet.

There are so many stories you can tell about this.

A story about technology (is it Layered-Oxide SIB or Polyanion SIB, what Anode materials will they use, what energy density will they reach, etc.?).

Or a story about Xuzhou.

Or a story about BYD coming into its role as a true national champion, powering an entire industry and raising up with itself other companies (startups, mature conglomerates, even state-owned companies).

I’m thinking of this recent news for example: https://autonews.gasgoo.com/new_energy/70028867.html

He’s not falling into a trap lol. He’s been outspoken about the “China threat” because his company has failed miserably on the Chinese market and he had nothing to lose there anymore. But economic and technological realities compel any carmaker trying to compete in EVs globally to have some sort of exposure to the largest, most advanced EV market in the world.