Charging Experience Set to Become Next Battleground for China EVs
Dow Jones
Sep 24
0658 GMT - The EV charging experience is replacing range as the next battleground for Chinese EV makers, Jefferies analysts write in a note. The launch of Geely Automobile's new AI-powered charging technology materially narrows one of Geely's product disadvantages, they say. If execution delivers, the impact should show up in ground-level EV market share, instead of for any single model, they say. The key tests for Geely in the next 12 months include progress in the build-out of its charging network, real-world cycle-life data, and monthly BEV volumes across its Zeekr, Lynk & Co and Galaxy brands.
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