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@tphuang Avatar @tphuang tphuang

tphuang posts on X about byd, china, robot, bmw the most. They currently have XXXXXX followers and 3379 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence countries automotive brands technology brands stocks finance travel destinations social networks

Social topic influence byd #146, china #2875, robot #1211, bmw, countries, investment, audi, faster, drone, h2

Top assets mentioned Tesla, Inc. (TSLA) QUALCOMM, Inc. (QCOM) Alphabet Inc Class A (GOOGL) PepsiCo, Inc. (PEP)

Top Social Posts #

Top posts by engagements in the last XX hours

"BYD sold 18042 Tang family vehicles in June including 12700 Tang L. In past wk it ranked 5th in registration w/ 1600. Yu7 was already the 2nd most popular w/ 2200 & likely to climb as its production goes up. Li Auto L6/L7/L8 & BMW X5 all likely to lose sales due to Yu7"
@tphuang Avatar @tphuang on X 2025-07-03 21:27:04 UTC 24.2K followers, 3006 engagements

"BYD entering full partnership w/ JD to coordinate on PVs commercial vehicles supply chain & procurement JD auto market & sell BYD vehicles provide battery maintenance & other post sales servicing JD Logistics will help BYD w/ inventory mgmt after sales spare parts mgmt intelligent warehousing distribution network & international logistics - all to optimize BYD inventory/supply chain in China & abroad JD Industrial will help BYD w/ intelligent supply chain solution to increase efficiency & reduce procurement costs Also likely lead to sales of BYD commercial vehicles to JD logistics Really"
@tphuang Avatar @tphuang on X 2024-03-17 02:08:20 UTC 24.2K followers, 5637 engagements

"COSCO Shipping is a major part of BYD's international strategy. Recent one of its RoRo ships loaded 1015 BYD NEVs from Shenshan base @ Xiaomo port. Takes just X min for EVs to move 4km from factory to port. In 48hrs a EV go from coming off the line to port departure. Headed to Europe this time BYD has an unbelievable export infrastructure set up at its Shenshan factory & Xiaomo port. COSCO Shipping has XX car carriers w/ XX% of them using LNG dual fuel propulsion. is one of the X 8600 CEU PCTCs that COSCO ordered from Waigaoqiao shipyard. Xiaomo port phase X started construction in Jan 2025."
@tphuang Avatar @tphuang on X 2025-07-27 13:52:18 UTC 24.2K followers, 3884 engagements

"We are getting o4-mini level reasoning model that you can run at home. It needs large VRAM to hold the 235B param + kv cache & activation layer but significantly fewer total param than other open src reasoning models & should run faster due to fewer # of total & active params. DeepSeek needs to come up w/ something good or it will loose the open src community to Qwen. Huge past couple of wks for Qwen w/ SOTA base reasoning coding multi-modal & translation models"
@tphuang Avatar @tphuang on X 2025-07-25 22:08:37 UTC 24.2K followers, 3728 engagements

"BYD FangChengBao Tai-7 high-end version unveiled: Comes w/ Lidar + drone support Dimension 4999/1995/1865mm wheelbase 2920 1.5T engine for 115kW power X eMotor XXX + XXX kW Pretty decent interior space but step down from Bao8 in power & off-road"
@tphuang Avatar @tphuang on X 2025-07-17 10:39:54 UTC 24.2K followers, 2777 engagements

"China will have transition chemical industry to green Hydrogen feedstock faster than anywhere else. Latest is a 150kt green methane pilot project from CCUS CO2 + electrolysis H2 using wind power While green H2 projects are failing in Western countries once subsidies dry up"
@tphuang Avatar @tphuang on X 2025-07-23 23:45:17 UTC 24.2K followers, 5382 engagements

"Alibaba has unveiled its new Quark AI glasses. Is deeply integrated w/ Qwen AI models Alipay Gaode mapping music translation & more. Another busy mkt for consumer products aimed @ greater AI adoption"
@tphuang Avatar @tphuang on X 2025-07-26 11:36:27 UTC 24.2K followers, 2577 engagements

"Mexico is now China's largest auto export mkt. In 1st half of this yr the top export destinations for Chinese automakers are: Mexico UAE Russia Brazil Belgium Saudi Arabia Australia UK & Phillipines. For NEVs the top X are: Belgium Brazil Mexico Philippines & UK"
@tphuang Avatar @tphuang on X 2025-07-26 14:27:39 UTC 24.2K followers, 5334 engagements

"Chancay port is XXX% automated. Look at all the AGVs around. This is what allows full XX hr operation & highest throughput. No delays to any of the truckers or cargo ships"
@tphuang Avatar @tphuang on X 2024-11-24 11:09:04 UTC 24.2K followers, 92.5K engagements

"Episode X of my podcast is now up here I asked @gonglei89 to join me this time to talk about manufacturing & supply chain. Why are things always made in China That's a good question to explore"
@tphuang Avatar @tphuang on X 2025-07-24 20:40:37 UTC 24.2K followers, 2752 engagements

"BYD announcing partnership to be sponsor for Inter Milan & will supply Denza Z9GT & Sea Lion XX EV to the team. Part of its investment into Italy where 2350 BYD EVs just recently got unloaded. BYD has received 1200 Seagull order in Italy by end of June. So huge demand & BYD is continuing to bring in new models & form new partnerships to build brand there"
@tphuang Avatar @tphuang on X 2025-07-22 14:51:40 UTC 24.2K followers, 4605 engagements

"Sales of NEV lights trucks from 2023 until now. Note that China sold just 1860 in March of 2023 & we are not at 16569 just XX months later. I have seen many videos of customers talking abt how much more economical it is to operate NEVs. Think hard abt implication on oil producers"
@tphuang Avatar @tphuang on X 2025-07-16 00:54:11 UTC 24.2K followers, 2190 engagements

"HW has open sourced HarmonyOS for robots called M-Robots OS. Some notable partners include Efort (major industrial robot maker) Kaihong (its humanoid robot was showcased in HarmonyOS event) & numerous universities. M-Robots can be used for humanoid robots AGVsindustrial robot arms drones & more"
@tphuang Avatar @tphuang on X 2025-07-25 02:19:42 UTC 24.2K followers, 3505 engagements

"Leapmotor launched BEV sedan B01 today. Comes w/ optional Lidar QCOM 8650 ADA Chip & 650km range @ just 119.8k RMB entry level w/ 430km range is 89.8k RMB Full lineup w/ QCOM8295 cockpit SoC 0-100 in 6.4s Uses CTC Plus platform Dimension 4770/1880/1490 wheelbase 2735 Leapmotor offers some of the most cut throat px you will find anywhere. Even more ridiculous than BYD & Geely a lot of times"
@tphuang Avatar @tphuang on X 2025-07-24 20:38:04 UTC 24.2K followers, 2953 engagements

"SPIC's green ammonia project in DaAn Jilin has entered production. It is currently world's largest Green H2 to ammonia project w/ 32kt H2 producing 180kt ammonia per yr. Largest cale H2 production by electrolysis w/ mix of alkaline/PEM (36k M3/hr alkaline & 9.6k M3/hr PEM) Largest scale microgram to H2 production w/ 40MW new energy power generation for direct H2 production. World's largest solid state H2 storage w/ 48000 m3 storage device. Project has total of 5.956B RMB investment Ammonia production part requires XXXXX RMB investment. Used to build air separation H2 production H2 storage"
@tphuang Avatar @tphuang on X 2025-07-26 23:21:08 UTC 24.2K followers, 5702 engagements

"For 1st time ever Meituan has hit 100m daily orders. China's food delivery service typically peak in summer time. This yr is no exception. Since JD & Taobao tarted incentive programs in Q1 China's food delivery continued to expand to 160m+ daily orders a day"
@tphuang Avatar @tphuang on X 2025-07-05 22:55:18 UTC 24.2K followers, 5853 engagements

"Unitree launches the affordable R1 bipedal robot weighing just 25kg & selling for 39.9k RMB. It has XX DOF including X joints/leg X joints/arm & X in head & wait. Integrated multi-modal model of speech & vision Looks extremely mobile AI robots will get commoditized"
@tphuang Avatar @tphuang on X 2025-07-25 10:59:07 UTC 24.2K followers, 5650 engagements

"BYD today launched Sea Lion XX DM-i/EV its SUV geared for mass mkt. Dimension 4810/1920/1675mm wheelbase 2820mm PHEV priced from 139.8k (121km BEV range) to 156.8k (170km BEV) BEV priced from 143.8k (520km range) to163.8k (605km range). Song family have been BYD's top selling family in both China & abroad. Sea Lion XX is significant bc it seems to replace Song+ (a little larger & more expensive)"
@tphuang Avatar @tphuang on X 2025-07-24 20:22:22 UTC 24.2K followers, 11.2K engagements

"top XX bid winner in China's solar Inverter market Total of 187GW in bids HW @ top w/ 30GW+ followed by Sungrow at 23GW & Zhuzhou CRRC at 18GW+ Most bids from China Power CEEC PetroChina Sinopec China Southern Power & other major grid company While many talk abt China's control over solar panel supply chain Few talk abt its dominance over Solar inverter market Which is critical to Solar build out Also another place SiC chips will be critical goin fwd Used not only in grid itself but also in inverters China's SiC demand & production will blow a lot of minds"
@tphuang Avatar @tphuang on X 2024-01-13 23:19:22 UTC 24.2K followers, 5691 engagements

"BYD is building a 25000 unit plant in Pakistan to be ready for assembly a yr from now. Goal is to capture 30-35% of NEV mkt in Pakistan. Will involve some local production of non-core system Seems very much like BYD's plant in Cambodia. Although BYD in the past have said factories need to be at least producing 150k to be economical it seems like willing to make exception for that for plants that are mostly just final assemblies"
@tphuang Avatar @tphuang on X 2025-07-24 12:27:16 UTC 24.2K followers, 6565 engagements

"Chinese firms now climbing to XX% mkt share in domestic industrial robot mkt Its Achilles' Heel is reliance on Japan for reducers Crown jewel is RV reducers where Nabtesco has XX% share followed by Sumitomo is China's national champion here Already climbed to XX% in China & rapidly increasing Semi sanctions have prompted Chinese firms to look at supply chain security across board As such domestic mkt share in RV reducers & other components in robots will continue to climb"
@tphuang Avatar @tphuang on X 2024-05-22 00:12:35 UTC 24.2K followers, 14.3K engagements

"OpenAI warned of Zhipu team recently & it appears GLM team is about to release SOTA model soon. Competition in China's AI sector is cut throat & they are all getting open sourced. At least DS Kimi Zhipu Qwen ByteDance are working toward AGI"
@tphuang Avatar @tphuang on X 2025-07-25 11:12:16 UTC 24.2K followers, 6406 engagements

"ASP for B segment sedans in June src Benz C class 253k BMW X series 239k M3 226k & Audi A4L 202k Camry 155k Accord 144k Passat 143K Qin L/Seal XX 99k So 34C px have really collapsed & same w/ Camry/Accord/Passat due to the NEV options. Altho I'd probably put Han as more of a direct competitor to its legacy ICE sedans"
@tphuang Avatar @tphuang on X 2025-07-23 13:00:57 UTC 24.2K followers, 2215 engagements

"More cheap #BYD BEVs. It has resurrected Yuan Pro with 2023 version ranging from 99.8K to 119.8K RMB Ranges from XXX to 401k RMB with dimension of 4375/1785/1680mm and wheelbase of 2535mm and a 100kW motor BYD really has many BEVs in the sub 150k range"
@tphuang Avatar @tphuang on X 2023-04-08 00:45:06 UTC 24.2K followers, XX engagements

"Earlier this month COSCO Shipping actually completed the delivery of BYD's 12.5GWh ESS project to Saudi Arabia by shipping another XXX ESS cabinets from Qingzhou port of Guangxi Beibu Gulf Port. Again very convenient setup from BYD's Guangxi battery factory for export"
@tphuang Avatar @tphuang on X 2025-07-27 13:54:43 UTC 24.2K followers, 2221 engagements

"BYD fleet globally. Busy transporting EVs to Americas MENA & Europe"
@tphuang Avatar @tphuang on X 2025-07-18 10:24:15 UTC 24.2K followers, 2776 engagements

"3D Printer export in 1H of 2025 by type. Plastics accounted for 2.276m (out of 2.278m total) & metals just XXX ceramics/cement XX & other material XXX Top X exported to countries are US Germany & UK"
@tphuang Avatar @tphuang on X 2025-07-21 17:57:54 UTC 24.2K followers, 3644 engagements

"Appliance maker Haier has launched home service AI Robot HIVA. Goal of being a "Nanny Bot" 165cm tall 70kg & XX DOF Can clean vacuum cook do laundry fold clothing & do bedding. Developed in cooperation w/ Robotera/"
@tphuang Avatar @tphuang on X 2025-07-26 16:11:50 UTC 24.2K followers, 5658 engagements

"China has launched WeiLai/ a "deep sea green smart tech ship"/Mobile sea lab. It is 110.8m long 7000t displacement XX knot top speed XX crew & endurance of 10000nm & XX days. It has fully electric propulsion system w/ dual propeller/rudders double thrusters & full speed anti-roll fins. It is unclear to me if that means this is entirely battery electric powered. It seems impossible to have such long range on purely battery power so I wonder if there will be hydrogen fuel cell or combustion engine inside that generates electricity"
@tphuang Avatar @tphuang on X 2025-07-24 22:48:29 UTC 24.2K followers, 2616 engagements

"@IBD_ECarson They have something similar in size to Yu7. I am not sure if thats the goal here"
@tphuang Avatar @tphuang on X 2025-07-16 21:19:16 UTC 24.2K followers, XXX engagements

"COSCO Shipping is also making huge investment in "green marine fuel". Recently work just started on China's largest ever methanol dual fuel VLOC @ 325k ton displacement. 339.9m long 62m beam & 21.4m draft. To be used in transporting Iron Ore & Bauxite. Maybe part of China's recent talk of green iron ore w/ Australia to have low carbon steel production. This comes after COSCO took delivery of its 1st 16000 TEU methanol dual fuel container ship in June"
@tphuang Avatar @tphuang on X 2025-07-27 14:09:27 UTC 24.2K followers, 3012 engagements

"BYD's charging tech is just leagues ahead of everyone else rn. This is Han L vs other leading EVs in charging test using public chargers. 10-80% in just 15min (253kW peak) & final XX% in 12min. Next closest took 28min to XX% + 15min to 100%"
@tphuang Avatar @tphuang on X 2025-07-11 19:04:36 UTC 24.2K followers, 4483 engagements

"@electricfelix @GlennLuk @TaylorOgan looks like BYD Seagull is where the demand is. I read that they are just not delivering enough at the moment. So need more shipment"
@tphuang Avatar @tphuang on X 2025-07-23 14:50:31 UTC 24.2K followers, XXX engagements

"China concentrates on more skilled jobs in supply chain while moving low skilled jobs to lower cost countries. Factories in China have to be in better condition (have AC units & allow for siesta) to retain workers in jobs that require more technical skills. Moved up value chain"
@tphuang Avatar @tphuang on X 2025-07-10 21:31:24 UTC 24.2K followers, 2300 engagements

"@teortaxesTex yes the market is still small for humanoid robot. It's a lot larger for robot dogs"
@tphuang Avatar @tphuang on X 2025-07-16 20:49:22 UTC 24.2K followers, XXX engagements

"Area around Changchun get up to 3800 hrs of wind & 1600 hr of solar utilization per yr all well above avg in China. Its green electricity cost is even XX% lower than Inner Mongolia. It also has existing oil/gas + newly planned pipeline infrastructure to transport green energy"
@tphuang Avatar @tphuang on X 2025-07-14 00:01:05 UTC 24.2K followers, 3526 engagements

"BBAT registrations in China for 2025 1H vs 2024 Benz down XXXX% in June & XXXX% in 1H BMW down XXXX% in June & XXXX% in 1H Audi down XXX% in June & XXXX% in 1H Tesla up XXX% in June & XXX% in 1H So BBA are definitely losing sales/rev across the board but TSLA is also lying flat despite doing some M3 & MY refreshes. China's NEV mkt continue to grow. German automakers are suffering but Tesla is not capitalizing at all due to lack of product lineup"
@tphuang Avatar @tphuang on X 2025-07-28 20:54:40 UTC 24.2K followers, 1411 engagements

"BYD moving lithography machine into its foundry. Looks like it will get into more advanced "mature" nodes for production of MCUs & other chips. I don't expect BYD Semi to get into cutting edge stuff"
@tphuang Avatar @tphuang on X 2025-07-14 13:18:11 UTC 24.2K followers, 14K engagements

"BYD received virtual power plant certificate back in 2020 Its charging station BESS has up to 225kWh in stored power & can be charged @ 200kW (by grid & solar panel) & discharged (for charging EVs or feed back to grid) @ 800kW Each charging station is a distributed power station"
@tphuang Avatar @tphuang on X 2025-03-18 14:01:11 UTC 24.2K followers, 1886 engagements

"Shandong heavy industry was China's largest truck exporter in 1st half of 2025. It had 47.4B & 70k HDT in export up X% YoY & accounted for XX% of total HDT export. Also saw XX% jump in light truck export to mkts like MENA ASEAN Latam & Africa. It has now set up XX KD factories globally & XXX service centers. Most recently it expanded its presence in the Vietnam mkt w/ local partner for a light truck production project"
@tphuang Avatar @tphuang on X 2025-07-23 21:43:48 UTC 24.2K followers, 2873 engagements

"JD Logistics unveiled full suite of unmanned products @ CeMAT ASIA 2024 Called Zhilang robots Includes handling robots ladder robots & 3D shelves + auxiliary facilities like automatic warehousing picking workstations & empty box auto return lines. Achieves HD storage w/ storage efficiency per sql of 2.5x higher than industry average You can see the AGVs moving around w. box & then getting put into & pulled out of high shelves. This set of robots is already in use in Beijing Daxing Linkong smart logistics park where 1m items from XXX brands are stored. XXX Zhilang robots zip around entire"
@tphuang Avatar @tphuang on X 2024-11-05 23:57:38 UTC 24.2K followers, 3828 engagements

"Top XX Auto sales by Chinese brands in Europe for 1st half of this yr. MG BYD Chery XPeng Leapmotor Lynk GWM & Zeekr are all above 1000. Most significant increases are from BYD & Chery in absolute numbers. Although Leapmotor is largest increase by absolute % due to its partnership w/ Stellantis"
@tphuang Avatar @tphuang on X 2025-07-23 12:54:50 UTC 24.2K followers, 5192 engagements

"Amazing stuff here. Zhipu is open sourcing the "secret sauce" for developing reasoning & agentic experts. They provide examples so you can do all this post-training work on your google or AWS VM. Very straight fwd looking. Great src for researchers & startups to use. Chinese AI labs are commoditizing AI model development by sharing all the secrets. This is great. All while US hyperscalers continue to go further into private mode w/ Meta looking to make that transition. Not a winning formula"
@tphuang Avatar @tphuang on X 2025-07-28 16:09:07 UTC 24.2K followers, 6143 engagements

"Report out of China that CXMT completed development of XX layer HBM3 sample in June. Has passed domestic AI chipmaker certification & signed contract. Its TSV process is achieving XX% yield reaching 800GB/s in bandwidth. Is done using hybrid bonding. Next step is XX layer HBM3E but I think they need D1a process to do that. They are currently producing mostly DDR5 on D1z node. Overall a huge game changer in memory chip industry for CXMT to be involved. No wonder Korean media have been reporting it so much recently"
@tphuang Avatar @tphuang on X 2025-07-23 02:40:12 UTC 24.2K followers, 17.5K engagements

"Now registrations for Chinese luxury brands in 1H: AITO up XXX% in June but down XXXX% in 1H Li Auto down XXXX% in June but up XXX% in 1H Zeekr down XXXX% in June & XXX% in 1H Denza up XXXX% in June & XXXX% in 1H Chinese mkt is just really competitive. Li Auto is in trouble. Despite its product mix shifting to cheaper L6 models its sales collapsed in June. AITO had low sales until M8 deliveries ramped up. Zeekr could be losing sales to other Geely brands. Denza probably would look even better if we include its oversea sales. Still Z9 sales has really struggled"
@tphuang Avatar @tphuang on X 2025-07-28 20:58:43 UTC 24.2K followers, 1286 engagements

"Norinco advertising its wide array of drone & anti-drone product. Nothing ground breaking here. Impressiveness more in the wide range of products + digitization C2 & full system capabilities"
@tphuang Avatar @tphuang on X 2025-07-21 10:55:49 UTC 24.2K followers, 4586 engagements

"Alibaba/Qwen continue to be on a roll. I would gladly try this out in cursor or something else. Just monstrous context window + SOTA. Qwen is going to be very popular across multi-nationals"
@tphuang Avatar @tphuang on X 2025-07-22 21:57:18 UTC 24.2K followers, 4148 engagements

"COSCO helped BYD & Xiaomo international logistics port w/ auto servicing program. Even when BYD's own PCTCs like Shenzhen make its maiden voyage to Europe COSCO is involved in all ops from entering terminal to loading site planning vehicle positioning lashing & other services"
@tphuang Avatar @tphuang on X 2025-07-27 13:58:07 UTC 24.2K followers, 1937 engagements

"Agibot had a busy WAIC 2025. It open sourced OS. Another step by China tech in commoditizing OS part of AI robots. It also displayed Lingxi X2 Rise A2/A2-W Elf G1 & Quadruped D1 Ultra. It also displayed OmniHand. Each robot is designed for a different product category. Agibot also showcased Fizzbot a robot promoted in its partnership w/ PepsiCo. With such a strong developing supply chain & lower barrier to entry more deep pocket players like BYD Li Auto XPeng & Xiaomi will also be bringing competitive products in the future. I wonder if the current players are making a mistake to open source"
@tphuang Avatar @tphuang on X 2025-07-27 01:10:40 UTC 24.2K followers, 2659 engagements

"Stepfun will open source Step X in a wk & it is somewhat competitive (vs 2nd tier open src LLMs). Their major selling pt is integration w/ domestic chips on inference like Ascend. It is apparently XXX% more cost effective to run inference of Step X vs DS V3. It uses MoE architecture w/ 321B param & 38B active ones"
@tphuang Avatar @tphuang on X 2025-07-26 03:22:40 UTC 24.2K followers, 5977 engagements

"High performing aerospace mfg is the last frontier bc companies like GE/PW/RR have spent decades of R&D in exploring latest precision mfg & material science. Development cycle for MechE is far longer than EE & SoftwareE - Needs latest CNC 3D Printing forging & composite tech"
@tphuang Avatar @tphuang on X 2025-06-22 13:40:32 UTC 24.2K followers, 1446 engagements

"China's June Import data (in RMB) Largest categories: ICs (249B) crude oil (174B) farming (133B) iron ore (71B) copper (46B) NG (34B) medicine (29B). No other large categories. They have reached 2:1 ratio in import/export for ICs + reduced CNC import to almost nothing. They also import a lot more rare earth than export. It's a classic import raw material and exporting tech/mfg. Although they still do import a lot of high end tech product also"
@tphuang Avatar @tphuang on X 2025-07-14 23:06:17 UTC 24.2K followers, 3347 engagements

"Availability rate for C919 737NG & A320 family for a Chinese airline for Feb March Apr & May. While C919 reliability has improved in the past yr it is still below the standard set by Boeing & Airbus"
@tphuang Avatar @tphuang on X 2025-07-07 10:55:11 UTC 24.2K followers, 4894 engagements

"Below is rental cost for A800 H800 H20 & RTX4090 in China. Note H20 cost is below A800 & just XX% of H800 cost. How can H20 be XX% better than H100 in inference when mkt values it @ XX% of H800 performance Reminder that inference is most of the new demand. I actually did some search online to see where this XX% figure came from. It seems to have originated from a SemiAnalysis article from 2023. The basis seems to be H20 having XX% more memory & new architecture than H100. It was not from customer feedback who ran inference on large reasoning models like DeepSeek R1. The chart below shows"
@tphuang Avatar @tphuang on X 2025-07-19 13:11:43 UTC 24.2K followers, 20.7K engagements

"Saudi Electricity Company (SEC) currently has a 10GWh ESS bid ongoing BYD won phase X 2GWh contract & delivered in July Sungrow won phase X 7.8GWh. Phase X is for 10GWh & BYD is leading the competition. Saudi has huge ESS demand for solar grid & DC by 2030. Big mkt for BYD & other battery makers. src"
@tphuang Avatar @tphuang on X 2024-12-28 11:32:16 UTC 24.2K followers, 6509 engagements

"CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h wheels are retracted and vehicle is suspended as it moves along"
@tphuang Avatar @tphuang on X 2025-07-09 17:42:41 UTC 24.2K followers, 4.1M engagements

"BYD brought Denza & YangWang models to Jakarta Indonesia for GIIAS international auto show. Including U9 supercar Z9 sedan & D9 MPV. D9 has been very popular in Indonesian mkt. Seagull also got launched here at very attractive px. I think it will sell really well"
@tphuang Avatar @tphuang on X 2025-07-25 20:54:00 UTC 24.2K followers, 3322 engagements

"China has started work on the controversial Mega-Dam project in Tibet. 1.2T RMB investment planned here & will construct X cascading power stations along the way"
@tphuang Avatar @tphuang on X 2025-07-19 10:49:47 UTC 24.2K followers, 11K engagements

"Dalian COSCO Shipping Heavy Industry Terminal completed world's 1st green ammonia marine fuel bunkering w/ ammonia supplied from Envision's project in Chifeng Inner Mongolia. While future of green marine fuel is undetermined at this pt Dalian is building infrastructure to refuel and re-supply different types of green marine fuel and chemical. COSCO is a partner in that project"
@tphuang Avatar @tphuang on X 2025-07-25 20:30:50 UTC 24.2K followers, 3406 engagements

"BYD's YangWang U8L w/ Gold plates will start sales on 31st. BYD's largest ever SUV. 24K gold for logo & paint surface using X sprays + X curing & superimposed X layers of nano-ceramic varnish & Great Lakes top Nappa Leather & Australian white pearl silver metal trim. BYD getting into super-luxury mkt"
@tphuang Avatar @tphuang on X 2025-07-28 12:58:23 UTC 24.2K followers, 2053 engagements

"Sina/Weibo is a major customer of HW/Ascend cloud & CloudMatrix-384. XX% of their 590m customer tried DS R1 by 02/15 DS fever was wide spread & got adopted by Weibo search. Weibo says it already uses CloudMatrix & Ascend-910C It's "much better" than H20 Ascend compute can be delivered quickly on HW Cloud"
@tphuang Avatar @tphuang on X 2025-04-14 21:50:09 UTC 24.2K followers, 8240 engagements

"US/China moves ahead of meeting in Sweden: US threatens to shutdown TikTok w/o US ownership. China threatens to block Hutchison sales of 40+ ports w/o stake for Cosco. Bessent said talks w/ China include Russia/Iran oil buy China has stopped importing energy product + soybean from America. I think these are all jostling ahead of some kind of early "deal" while they negotiate a larger deal for later. China is basically looking for further reduction on tariffs (Fentanyl one) in return for eliminating US tariffs + progress on Fentanyl cooperation. US energy/farming product is basically not"
@tphuang Avatar @tphuang on X 2025-07-25 17:58:19 UTC 24.2K followers, 7625 engagements

"Sany recently launched new eHDT SE636. It has XXX km range w/ XXX kWh battery pack. Uses 800V platform & can charge 20-80% in 30min. Reaches speed of 110km/h w/ 870hp motor Has L2+ ADAS w/ Lidar Sany claims it costs 0.5-1 RMB/km to operate vs 1.5RMB for ICE trucks. Over 150km per yr this saves 120k RMB. No wonder HDTs are electrifying so quickly in China. The economics are unbelievable. Now that charging & battery cost issues are getting resolved they are seeing huge adoption especially in areas that don't have cold winter"
@tphuang Avatar @tphuang on X 2025-07-26 02:07:44 UTC 24.2K followers, 5987 engagements

"XCMG recently delivered another XXX eHDTs to a Northern customer. Covers 433kWh 600kWh & 800kWh tractor + XXX kWh dump trucks. in 1H of 2025 XCMG eHDT deliveries up 160%. Latest BYD battery tech is enabling huge growth in electrification of heavy trucks"
@tphuang Avatar @tphuang on X 2025-07-22 01:20:17 UTC 24.2K followers, 2601 engagements

"For May. Sales volume & ASP of the high-end brands. HIMA leads w/ 43.6k sales & 390k in ASP Denza 2nd @ 380k Benz & BMW follow @ 319k & 315k li Auto 297k Volvo 271k Tank 267k Xiaomi 266k Audi 266k & Tesla 263k. Audi & Volvo have fallen so much in ASP Xiaomi is going to surpass Tesla in both sales volume & ASP w/ Yu7 launch"
@tphuang Avatar @tphuang on X 2025-06-29 03:46:27 UTC 24.2K followers, 4171 engagements