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# ![@tphuang Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::43463961.png) @tphuang tphuang

tphuang posts on X about byd, china, robot, geely the most. They currently have XXXXXX followers and 3267 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::43463961/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +553%
- X Months XXXXXXXXXX +134%
- X Year XXXXXXXXXX +73%

### Mentions: XX [#](/creator/twitter::43463961/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:posts_active.svg)

- X Months XXX +4.60%
- X Year XXXXX +5.40%

### Followers: XXXXXX [#](/creator/twitter::43463961/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:followers.svg)

- X Week XXXXXX +0.70%
- X Month XXXXXX +2.30%
- X Months XXXXXX +41%
- X Year XXXXXX +104%

### CreatorRank: XXXXXXX [#](/creator/twitter::43463961/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::43463961/influence)
---

**Social category influence**
[automotive brands](/list/automotive-brands)  #4950 [countries](/list/countries)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [travel destinations](/list/travel-destinations)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [formula 1](/list/formula-1)  [agencies](/list/agencies) 

**Social topic influence**
[byd](/topic/byd) #54, [china](/topic/china) #1805, [robot](/topic/robot), [geely](/topic/geely), [tesla](/topic/tesla), [bmw](/topic/bmw), [countries](/topic/countries), [investment](/topic/investment), [xiaomi](/topic/xiaomi), [all the](/topic/all-the)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Smart MFG (MFG)](/topic/smart-mfg)
### Top Social Posts [#](/creator/twitter::43463961/posts)
---
Top posts by engagements in the last XX hours

"Top XX automakers in 1H of yr for NEV light trucks: Geely Futian SAIC JAC Shacman Zhejiang Sinotruk Dongfeng Jiangling BYD. Weichai is 11th & fast growing"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945286157412991458) 2025-07-16 00:55:36 UTC 24.1K followers, 1818 engagements


"Tesla will be selling a stretched version of Model Y called "Model Y L" for fall season. Dimension 4976/1920/1668mm wheelbase 3040 Dual motor 142+198kW - top speed 201km/h"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945543465971970525) 2025-07-16 17:58:03 UTC 24.1K followers, 3673 engagements


"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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940885023730872454) 2025-07-03 21:27:04 UTC 24.1K followers, 2996 engagements


"China's electrification of HDT continue unabated. Hit all time high of 18k sales in June good for XX% penetration which is also an all time high. Top eHDT cities are Shanghai & Shenzhen. Adoption of eHDT is still subpar in northern cities where range anxiety is much larger"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944784902462816739) 2025-07-14 15:43:47 UTC 24.1K followers, 3164 engagements


"Growth of Chinese NEVs in 2025: After small growth from 2023 to 2024 growth picked up again this yr w/ 1.06m vehicles in 1st half. PVs @ 1m up XX% YoY Commercial vehicles 49k up XXX% China is already electrifying transportation @ record speed. Now spreading to other countries. Will China's transportation electrification be a bigger threat to traditional auto manufacturers or crude exporters Remember China's HDT NEV penetration went from X to XX% in X yr We are already seeing its commercial vehicle export NEV penetration reach 10%. China is the largest commercial vehicle exporter globally. It"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944913577451618307) 2025-07-15 00:15:06 UTC 24.1K followers, 3153 engagements


"News out of Taiwan also report iPhone XX production is coming back to mainland w/ BYD & Luxshare getting larger % of work share from Foxconn. Foxconn also investing more in Zhengzhou after moving some production to India for iPhone XX. ppl ask why BYD needs so much R&D Well it's not just an EV company. It's a major supplier to all the consumer electronics. It does basic material research so it can produce all the components to smart phones cheaper than competition. Additional R&D allows it to take more high-value added work share from competitors. There is no reason why Foxconn would have"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1816169238190510228) 2024-07-24 17:51:03 UTC 24.1K followers, 33.9K engagements


"BYD unveils photos of YangWang U8L interior We should see it get launched soon. U8L is YangWang's new flagship SUV. Largest passenger vehicle in BYD lineup"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944728641025253711) 2025-07-14 12:00:13 UTC 24.1K followers, 5098 engagements


"Geely Galaxy A7 has been put on sale at 103.8-133.8k RMB so launch px may be even lower. Dimension 4918/1905/1495mm wheelbase 2845 (slightly smaller than Seal XX DM-i & larger than Seal 06) 2100km combined range CLTC XX or 150km BEV range This is really cut throat pricing. Geely is pushing px war & undercutting others probably harder than anyone else"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943648399774962110) 2025-07-11 12:27:44 UTC 24.1K followers, 2683 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1860641783606092227) 2024-11-24 11:09:04 UTC 24.1K followers, 92.4K engagements


"BYD is teaming up w/ HKUST for a joint lab to drive innovation in robotics & smart mfg. BYD will invest in this joint lab focusing on field of embodied intelligence for operational data collection training large embodied models & enabling AI robots to work in home & factory settings. BYD is clearly going all in w/ AI robots"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943650803283120588) 2025-07-11 12:37:17 UTC 24.1K followers, 2658 engagements


"BYD & Tesla sales in various countries for June & 1H of 2025. For June countries are Brazil Australia UK Spain Italy Germany Norway Israel Portugal Austria Denmark Chile Iceland & Sweden for 1H same 1st X + Israel Austria Portugal Norway Denmark Sweden Iceland & Chile Tesla remains higher selling in Euro countries while BYD does better in global south especially in places like ASEAN which is not displayed here"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943386836300390861) 2025-07-10 19:08:22 UTC 24.1K followers, 2955 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945285802159706541) 2025-07-16 00:54:11 UTC 24.1K followers, 2042 engagements


"Jilin has invested the most in Green Hydrogen after Inner Mongolia. It's part of China's rust belt provinces going thru long term economic decline. Also a major petrochem base due to proximity to Daqing oil field. Can it make the green transition I will explore the economics 👇"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547657302897096) 2025-07-14 00:01:04 UTC 24.1K followers, 13.6K engagements


"FangChengBao doing great in off road sales & box type vehicles last wk. Tai3 once again led all box car types w/ 2600 sales Bao5 was top among off road SUVs while Bao8 was 8th Tank series Haval & iCAR are the losers here"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940885647927267600) 2025-07-03 21:29:33 UTC 24.1K followers, 2507 engagements


"BYD Sea Lion XX interior: Expect to be launched this month Dimension 4810/1920/1675mm wheelbase 2820 Bigger than Song+ (currently called Sea Lion XX in export mkt)"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945465433382904095) 2025-07-16 12:47:58 UTC 24.1K followers, 3173 engagements


"Ubtech's Walker S1 robot working side by side w/ L4 autonomous logistics vehicle in BYD Changsha factory using IMU measurement vision module & voice navigation. Achieving XX% human efficiency. Ubtech has resolved many heat dissipation issues w/ Walker S1. robotic factory worker is becoming a reality"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943624821683757396) 2025-07-11 10:54:02 UTC 24.1K followers, 11.4K engagements


"As PLAN fleet make a normal deployment around Australia it's the weakness & futility of RAN's own position that has caused their recent alarm. AUKUS means they will go entirely w/o modern subs for many yrs While 093B + mini-nuke will change underwater balance of power in Westpac"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1900336199841055146) 2025-03-14 00:00:31 UTC 24.1K followers, 2387 engagements


"Things continue to be a struggle in India. It sold XXX in June after high of XXX in May. The high tariffs make BYD pricing not competitive in Indian mkt. It has sold just 2449 there in 1H of 2025"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943788766121934898) 2025-07-11 21:45:30 UTC 24.1K followers, 2091 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1941632004488847469) 2025-07-05 22:55:18 UTC 24.1K followers, 5814 engagements


"HK auto mkt from 1st half of the yr: BYD sold 4909 + Denza XXX Tesla & Toyota are next w/ 3889 & 3403 Top selling model is Sea Lion XX EV w/ 3676 ahead of Model X & Model Y Denza D9 is 7th"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943624085503615387) 2025-07-11 10:51:07 UTC 24.1K followers, 3637 engagements


"Denza D9 hit top XX in sales chart in Indonesia w/ 1768 in June. Sold 5733 unit in 1H vs just 1391 for Toyota Alphard. Even more significant considering how expensive it is. Seagull/Atto X will be launched soon & start delivery in Aug. BYD is really eating into Toyota mkt share in both Indonesia & rest of ASEAN"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945797410506072167) 2025-07-17 10:47:08 UTC 24.1K followers, 2426 engagements


"BMW will be using Momenta's ADAS in its cars for the Chinese mkt. This comes after Mercedes picked Momenta at end of last yr & VW deciding to work w/ XPeng & Audi w/ IM Motors. All the German automakers have now picked Chinese suppliers for at least the Chinese models. Remains to be seen if they will use Momenta for global models. Momenta is far & away the most successful of the independent ADAS shops"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945067162386710846) 2025-07-15 10:25:23 UTC 24.1K followers, 2854 engagements


"In Shenzhen we now have delivery robot taking subway line X to deliver goods to all the merchants in subway stations during period where there is low traffic on subway line"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944783485895315734) 2025-07-14 15:38:10 UTC 24.1K followers, 12.5K engagements


"Inner Mongolia Qahar Right Banner put in policy to become Green Hydrogen base in Beijing/Tianjin/Hebei region. Investment in clean energy of up to 12B RMB (5B for H2 production). + Green ferro alloy industry - 8B RMB investment IM+NE China will supply "clean energy" to BJ's surrounding area to enable the industries that are looking to transform. Its taking advantage of this w/ proximity pipelines & high renewable potential. In many ways China's North/Central provinces are now in better position to take advantage of green energy transition bc they are close to areas like IM w/ the lowest green"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1942947238214250944) 2025-07-09 14:01:34 UTC 24.1K followers, 3177 engagements


"BYD rolling out huge ADAS OTA for dynasty series' DiPilot-100 models. New functions: side mirror auto folding park head-in/tail out + HNOA mode alert for nearby vehicle dangerous lane change & improved speed adjustment. X Improvements: HNOA turn control headlight heights MMW radar stability user-defined speed adjustment improved UI & voice reminder in ADAS mode General improvement in APA AVP RPA & HNOA + "L4 Parking""  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945188813648847125) 2025-07-15 18:28:47 UTC 24.1K followers, 2287 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1793072429595582821) 2024-05-22 00:12:35 UTC 24.1K followers, 14.2K engagements


"Weekly registrations of Li Auto vs AITO Note the huge drop in June for Li while AITO averaged more than 10k/wk w/ M8 taking bulk of the sales. L8/L9 are under 2K/wk HW has really taken the steam out of Li Auto which now survives mostly on L6 sales"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940369629656056190) 2025-07-02 11:19:04 UTC 24.1K followers, 3075 engagements


"China's June export # by top models & automaker: This is just passenger cars so doesn't include Pickup trucks like Shark XX. Song+ Seagull are top X & Sea Lion XX EV is 6th Chery is top exporter again w/ 106k & BYD at 86k SAIC GWM Geely Wuling & ChangAn after them"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943252421267824961) 2025-07-10 10:14:15 UTC 24.1K followers, 2918 engagements


"Even though few homes in China has grass China Inc is gaining traction in lawn movers. Its export of smart lawn mover increased XX% YoY to $1.01B. As everything becomes smart consumer electronics China's dominance in applied AI robotics sensors & electronics is boosting its sales in wide range of traditional products"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943055569889431722) 2025-07-09 21:12:02 UTC 24.1K followers, 4883 engagements


"The X fastest growing automakers in China announcing their June sales figures. Xiaomi surpassed 25000 again as it will start delivery on Yu7 soon. Leapmotor increase sal to 48000 as 2026 version of C10 & C16 are about to be launched soon"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1939997849783042211) 2025-07-01 10:41:45 UTC 24.1K followers, 4702 engagements


"Currently green ammonia cost is 2000-2500 RMB/t higher than grey ammonia. But after EU's CBAM & other carbon tax of 1000 RMB/t green ammonia is more competitive. Green methanol cost is 1500RMB/t higher than traditional methanol"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547669331865727) 2025-07-14 00:01:06 UTC 24.1K followers, XXX engagements


"Over XX yrs a 4197 km long 750kV power transmission project around Tarim Basin was built to hook up all the renewable projects in Xinjiang around Tarim Basin. Helped "lock up" Taklimakan Desert by driving development of more Solar sand control project. These projects will not only generate power & revenue but also control & even reserve desert growth"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944505146454540551) 2025-07-13 21:12:08 UTC 24.1K followers, 7147 engagements


"Cockpit SoC from China mkt so far in 2025 show Qualcomm consolidating its dominance from XX% (a yr ago) to XX% Chinese suppliers HW SiEngine & SemiDrive up to XX% in total Big fall from Mediatek NXP Renesas & Intel"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944521637639946690) 2025-07-13 22:17:40 UTC 24.1K followers, 6028 engagements


"BYD is partnering up w/ Legoland Shanghai to bring these cut little cars to the park. Kids even get their own driving license. How cute is that"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943051787315089786) 2025-07-09 20:57:00 UTC 24.1K followers, 3316 engagements


"ByteDance Seed Research show w/ POLARIS training & Scaling RL it got Qwen3-4B performance improved to be better than Grok-3-Beta on AIME 2025. Also huge improvements to Qwen3-1.7B DS-R1-7B across AIME24/25 Olympiad & AMC23. HKU & Fudan University helped Seed in developing this algo. It's interesting to see just how much working w/ leading universities is helping ByteDance Seed lab"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945288659722494050) 2025-07-16 01:05:32 UTC 24.1K followers, 2870 engagements


"China's Light truck NEV penetration by month from 2024 until now. We hit all time high of XXXX% in June. Just unbelievable growth. XXXX% are BEVs X% methanol or methanol PHEV XXXX% diesel+hybrid XXX% gasoline hybrid"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945271504213520684) 2025-07-15 23:57:22 UTC 24.1K followers, 4039 engagements


"Honor's Shenzhen Pingshan smart factory is XX% autonomous. It is phone industry's 1st & only L4 smart factory. Can produce a phone every 28.5s. 0.18mm single fold blade battery & XXXXX mg glue Assembly accuracy 0.003mm for Magic V5 Setting standard for 3C precision mfg. Its Luban large model analyzes XXX feature points & completes precise matching thru 125k parallel calculation. AI vision tech uses 3D algo to calculate weight of glue. Uses dual battery automated assembly tech to combine Qinghai Lake blade batteries w/ XX% Si content Shenzhen is really the center of advanced electronics mfg &"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944130898448069065) 2025-07-12 20:25:01 UTC 24.1K followers, 6815 engagements


"China's "luxury" auto mkt ASP for May. Benz continuing to drop to just 370k RMB BMW dropped to 303k RMB Audi to just 268k RMB Denza is 2nd @ 358k & FCB is 9th @ 279k Li Auto also down to just 302k Lexus Volvo & NIO all dropped below 300k It's a bloodbath but German luxury brand ASP have dropped probably XX% vs 2-3 yrs ago"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1937143060732743828) 2025-06-23 13:37:50 UTC 24.1K followers, 5187 engagements


"Revenues for foreign JVs in China in 1H: VW sales up X% YoY but rev -XXX% - ASP -XXXX% Toyota sales up XXX% & rev up X% - ASP -XXX% Honda sales -XXXX% & rev -XXXX% - ASP -X% Nissan -XXXX% & rev -XX% - ASP -X% Benz -XXXX% & rev -XXXX% - ASP -XX% BMW -XXXX% & rev -XXXX% - ASP -XX% Audi -XXXX% & rev -XXXX% - ASP -XX% Toyota is transitioning far better than all other JVs. Its brand is still strong in China. Honda & Nissan are basically dying at this pt. VW is heavily discounting to keep sales. BBA are really struggling. This is the big diff vs 2023. So many higher end EVs in 200-400k space that"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945827154266128830) 2025-07-17 12:45:19 UTC 24.1K followers, 2804 engagements


"BYD's full lineup is now connected w/ all major phone OEMs in China via this phone/car-Link. Allows for a seamless experience bw your car & phone w/o needing to download app. Perk of being the mkt leader everyone wants to work with you"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945109708689285482) 2025-07-15 13:14:27 UTC 24.1K followers, 8299 engagements


"After XPeng launched G7 @ 195.8-225.8k RMB it received 10000 firm orders in X min. 702km CLTC range w/ 5C charging on 800V platform XPeng likes to emphasize AI for cockpit & ADAS in its new products especially w/ Ultra variant which has X self designed ADAS chip for 2250 TOPS & QCOM8295SP for cockpit AI. XPeng has definitely turned things around"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940898971586646093) 2025-07-03 22:22:29 UTC 24.1K followers, 4482 engagements


"Ammonia requires air separation unit (N2 production) & Labor process reactor. Methanol requires CO2 & synthesis unit. 500kt ammonia project requires 2.846B RMB investment. Storage+transport of liquid NH3 is $0.08/ton km methanol can use petrochem pipeline transport $0.05/ton km"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547665825665193) 2025-07-14 00:01:06 UTC 24.1K followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943748273392816602) 2025-07-11 19:04:36 UTC 24.1K followers, 4436 engagements


"BYD in export mkt in June It sold another 8163 NEVs in Brazil for XXXX% share. Top models are Song Dolphin Mini & Dolphin. As its factory in Brazil becomes operational it will hopefully have lower tariffs from SKD & lower px to gain mkt share in Q3"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1941500977074536660) 2025-07-05 14:14:38 UTC 24.1K followers, 11.2K 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943422828948394423) 2025-07-10 21:31:24 UTC 24.1K followers, 2276 engagements


"@teortaxesTex yes the market is still small for humanoid robot. It's a lot larger for robot dogs"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945586578354540595) 2025-07-16 20:49:22 UTC 24.1K 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547661920563581) 2025-07-14 00:01:05 UTC 24.1K followers, 1556 engagements


"@HandsomeMan2013 Fanuc for 5-axis cnc machine"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1942888574984098293) 2025-07-09 10:08:28 UTC 24.1K followers, XXX engagements


"BYD picks Austrian steelmaker voestalpine to supply flat steel for its cars. BYD will probably pick as many local suppliers as possible due to political sensitivity around Chinese EVs in Europe"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1937985881756856820) 2025-06-25 21:26:54 UTC 24.1K followers, 5897 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944748261799018643) 2025-07-14 13:18:11 UTC 24.1K followers, 13.8K engagements


"Drones cleaning solar panels continuously in Xinjiang solar farms w/o damaging surfaces. Post cleaning solar panel efficiency increase 5-20% & increase 100MWh power per day"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944498348574040286) 2025-07-13 20:45:07 UTC 24.1K followers, 75.9K engagements


"Xiaomi Yu7 suppliers courtesy of @Gasgoo_com Desay domain controller Nvidia ADAS chips WHST MMW Radar Hesai Lidar TCL screen oFilm camera & Huayang HUD CATL NCM battery BYD LFP battery+pack Innovance eMotor BASF painting HRC Carbon Fiber body parts Aoshen CF exterior & Minth Group Lidar front cover board. Interesting that BYD/Fudi's pack tech is so valued that it offers the full package while CATL just provides battery cells. A lot of CF composite usage in Yu7 which partly explains why it's so much lighter than Tang L"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1939158471829606683) 2025-06-29 03:06:22 UTC 24.1K followers, 6226 engagements


"PLA training w/ drones & robot wolf pack. Drones/FPV training have been common for a few yrs now. Wolf pack has really picked up in the past yr. We are even seeing them in Tibetan highlands (not this video)"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944500334078181703) 2025-07-13 20:53:01 UTC 24.1K followers, 14.7K engagements


"Is Unitree becoming the DJI of Quadruped robots Well according to Unitree it now command 60-70% mkt share in global Quadruped robots + 50%+ mkt share in large general purpose humanoid robots"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945542215876403361) 2025-07-16 17:53:05 UTC 24.1K followers, 13.6K engagements


"Current global price for green ammonia is $800/t. Grey ammonia is $300-450/t. Jilin project already signed export contract Price for green methanol is $820/t XX% higher than traditional methanol. Huge demand coming for both green ammonia/methanol in transportation sector"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547667415007508) 2025-07-14 00:01:06 UTC 24.1K followers, XXX engagements


"China's June export data (in RMB): Largest single category are automated processing unit (127B) ICs (124B) apparels (110B) synthetic/fabrics (87B) auto (77B) Plastics (69B) auto parts (59B) Farming (58B) appliances (58B) phones (53B) Interesting items: ceramics 15.6B refined oil 24.5B steel 48B shipping 32B. all high new tech product 561.5B No idea what this includes but likely all the new energy stuff robotics & drones. the advanced material synthetic fiber export are also way under reported. Note China's chemical industry really blew up in the past few yrs & this is causing export trade"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944895148875481092) 2025-07-14 23:01:52 UTC 24.1K followers, 3361 engagements


"This wk registration saw a huge growth from FangChengBao mostly due to Tai-3 deliveries which has grown to 3370. Masking slowdowns in Bao5/8 as well as Denza brand. HIMA up over 10k (M8 really popular) Leapmotor & Tesla also over 8k followed by Li Auto FCB+Denza Xiaomi XPeng & Zeekr the mkt is just really competitive If you don't have new vehicles you don't sell as much"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1932383453296640026) 2025-06-10 10:24:51 UTC 24.1K followers, 2374 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1853949826720788624) 2024-11-05 23:57:38 UTC 24.1K followers, 3826 engagements


"Ubtech launched full sized humanoid educational robot in March. Open src'd its robotic platform. Now it already has XXX orders for this product from various educational institutions. It has to significantly increase production to keep up w/ Walker series of factory robots & educational + in the future service sector robots"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944357311406919784) 2025-07-13 11:24:42 UTC 24.1K followers, 4305 engagements


"Another look at growth of BYD sales in New Zealand & Turkey. In NZ it hit X% mkt share w/ XXX deliveries in June. In Turkey it was an all time high in deliveries & mkt share @ 5.8%"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943788356548407749) 2025-07-11 21:43:52 UTC 24.1K followers, 2252 engagements


"Despite huge investment into LNG China's LNG import is down bc huge growth in renewables + more pipeline/domestic NG. Turkey is seeing the same contrast bw Solar vs Gas Pakistan is importing record amount of solar/battery African countries now doing the same. Going green is no longer reserved for the developed countries. It is the most economical way for Global South countries to meet energy needs. Don't believe the bs by Doomberg. It's taken a while for solar+battery to be the most economical option for much of the world but it is now certainly cheaper than fossil fuel & more easily"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943109398924079298) 2025-07-10 00:45:56 UTC 24.1K followers, 6689 engagements


"J20 vs J20A vs J20S. The latter X have joined service w/ 172nd brigade. Notice the new radome on the latter X & EOTS. Likely using GaN-on-SiC radar that was announced recently w/ 3x range. PLA insider considers it world's most powerful 5th gen aircraft group or even XXX gen due to the ability of J20S to control a bunch of CCAs. J20S not only has X additional pilot but likely the most interior space for the high voltage + power electronic platform needed to effectively control many UCAVs"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1941580513707180449) 2025-07-05 19:30:41 UTC 24.1K followers, 7331 engagements


"Meituan has expanded drone delivery to Dubai It already had XX routes in China by end of 2024 mostly in Shenzhen Now has setup booth in Dubai & expect 2-3 routes by 2nd half of this yr. It will also expand more in Beijing & Shanghai"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1930935910369046684) 2025-06-06 10:32:50 UTC 24.1K followers, 10.2K engagements


"Envision & Japan's Marubeni (major trading house) struck green Ammonia deal so Envision's ammonia can supply low-carbon solutions for sectors such as chemicals & fertilizers. Envision has a 1mt+ green ammonia project in Chifeng which first started production in 2024 using wind + solar & ESS to produce Hydrogen Ammonia & methanol. Goal of transitioning aviation steel & chemical sectors globally to "green energy""  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1930001263975944282) 2025-06-03 20:38:53 UTC 24.1K followers, 3408 engagements


"See below: It connected to CarLink to support Xiaomi Red Oppo Vivo OnePlus realms & iQOO. Also connected to HW Hicar & Honor CarLink to support their phones"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945110004370911609) 2025-07-15 13:15:38 UTC 24.1K followers, 2071 engagements


"Current state of America' aerospace industry: Replacement AWACS is a reaper drone. Incapable of carrying out X 6th gen projects at the same time. Needs X yrs to fly a 2nd prototype of a relatively conservative bomber program. When was the last time Boeing did a clean-sheet @gonglei89 & I talked abt this in the 1st episode of my new podcast It feels like the development pipeline is running dry. How else to explain the slowness of NGAD/NGAF + the delays in F-35 Block X or shelving of AWACS project on a XX yr old airframe program"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945076644919513514) 2025-07-15 11:03:04 UTC 24.1K followers, 5291 engagements


"JD Logistics unveils next gen unmanned light truck providing 24m3 of cargo space (largest for unmanned trucks). Has 400km of range & L4 ADAS. can save XX% cost vs traditional transportation. Also displayed XXX smart delivery vehicle which can reach XX km/h w/ 1t load & 4m3 cargo & range of 160km. JD continues to go more autonomous w/ various unmanned trucks/delivery vehicles and drones"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940458287872295077) 2025-07-02 17:11:22 UTC 24.1K followers, 4442 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1942175557443055737) 2025-07-07 10:55:11 UTC 24.1K followers, 4814 engagements


"HW rolls out 5.5G & lists 3D VR smart cars smart mfg cellular IoT & smart computing as use cases As HW builds up supply chain will phones/wearables be able to use it BAW filters are critical in tuning to specific band w/ minimal power consumption China's 5G & Wifi band allocation & looks like: n41 2.515-2.675 GHz China Mobile n78 3.4-3.5 GHz China Telecom n78 3.5-3.6GHz China Unicom n79 4.8-4.9GHz China Mobile 5.15-5.85GHz 5GHz Wifi See example below of BAW filter tuning to just n79 band of 4.4-5GHz while not picking up 5GHz Wifi signal Now China has allocated GHz band for 5.5G/6G system 3"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1712469734288150533) 2023-10-12 14:06:15 UTC 24.1K followers, 6055 engagements


"Green H2 represents 70-80% cost of green ammonia/methanol. In 2025 Jilin Baicheng has lowered green electricity cost to XXXX RMB/kWh. Using ESS + electrolysis H2 production cost is 15-18 RMB/kg. 50kt green H2 using next-gen electrolysis needs 2.4TWh XX% of H2 production cost"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547664000954606) 2025-07-14 00:01:05 UTC 24.1K followers, XXX engagements


"Speaking of AI robots. This mkt is picking up. Agibot & Unitree just won humanoid bipedal robot OEM work from China Mobile Hangzhou. Agibot will get 78m for full-sized robot Unitree gets 46m for small robot Next major mkt in China after AI solar batteries & EVs"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943710253171814591) 2025-07-11 16:33:31 UTC 24.1K followers, 2042 engagements


"Oppo subsidiary OnePlus will be supporting the entire lineup of BYD models car inconnection + OnePlus' Xiaobu assistant remote car control. You can use Phone voice AI to control your BYD car project whatever is on your phone on central console & pass destination info to auto map. + NFC key + auto notification & much more"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945069272444674405) 2025-07-15 10:33:46 UTC 24.1K followers, 10.6K engagements


"Chongqing Rural Commercial Bank became 1st finance company in China to adapt DeepSeek: Will use web search & RAG for fraud detection. Make recommendations on wealth mgmt Optimize credit assessment & mkt strategies Many ppl already find DS search to be better than Baidu Use DS for reports & doing research. Unlike in America where Google had already been incorporating AI features into its search Baidu's inadequacy meant ppl relied to WeChat or Douyin search for everything. China became a "post search" society. But w/ AI + RAG search being so useful maybe China will just accelerate into an AI"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1889285747187810451) 2025-02-11 12:09:58 UTC 24.1K followers, 7148 engagements


"China Shock 2.0: US adopted to XXX by moving up value chain to design jobs & giving up on mfg. Good move short term for PnL & stock valuation but long term disastrous as America lost the expertise in making "simple" stuff/parts. China is rolling fwd w/ Industry XXX & turning everything into smart devices. It knows how to make every part of smart consumer products & make them in highly automated smart factories. Ppl don't understand when I talk about AI robots. Everything will become smart around us which functionally becomes AI robots like your lawn mover pool cleaner TV vacuum delivery &"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945422086165737947) 2025-07-16 09:55:44 UTC 24.1K followers, 6428 engagements


"In 2025 Alicloud Overseas event it talked about how its overseas expansion has helped expand domestic AI products to go international. It highlighted Vidu the AI video generator now in operation in XXX countries & has seen user base 3x + LiblibAI the AI image generator which has seen 100m visitors worldwide. + Minimax dubbed one of the AI tigers in China who has released M1 not so long ago. As Chinese firms go abroad w/ AI inference need they are relying on Chinese cloud providers like Ali HW & Tencent's oversea expansion to provide the necessary computation. That's partly why Ali has added"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944354233790218739) 2025-07-13 11:12:28 UTC 24.1K followers, 3245 engagements


"From Autocar on BYD bringing MW-charging to UK. All the Denzas will have it. N7 & Z9/GT 2026 version should come out in 2nd half of this yr. They should all be upgraded to 1000V (maybe 1100) & see 10C charging. imo FCB & Denza hybrids will also get 800V upgrade soon"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943975754548883783) 2025-07-12 10:08:31 UTC 24.1K followers, 2657 engagements


"BYD's 7th PCTC has entered service (Zhengzhou) Built by GSI shipyard Hefei's sister ship. 7000 CEU capacity 199.9m long & 38m beam. LNG dual fuel"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1945466386018455624) 2025-07-16 12:51:46 UTC 24.1K followers, 3899 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943002883932160421) 2025-07-09 17:42:41 UTC 24.1K followers, 4.1M engagements


"Will need both carbon tax + domestic production subsidies (like for Green H2) for green fuel costs to be competitive. W/ subsidies green ammonia & methanol can make 1448-2948 RMB/t of profit Can recover 6B investment in XXXX yrs if annual profit is 530m or 7-8 yrs w/ subsidy"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547671122850198) 2025-07-14 00:01:07 UTC 24.1K followers, 2624 engagements


"Unis Flash Memory has unveiled ES200 PCIe XXX SSD using YMTC die. It employs a fully domestically produced architecture (so domestic control & anlog chip also). Aimed for AI mkt"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1927665461728034828) 2025-05-28 09:57:15 UTC 24.1K followers, 5218 engagements


"BYD is firming up its supply chain like HW Horizon Robosense Semi-tech & Kunlun are notable investment to strengthen AI ADAS & smart mfg Most significant investment this yr is Agibot Raise-A1 targets Auto & 3C mfg initially Perfect match for BYD auto & electronics division A1's hand designed to have XX active degree of freedom & X passive - perfect for auto & electronics assembly Word of its cooperation w/ BYD came out b4 BYD's X% investment was made public Of the robots put on display last month A1 was the most impressive to me in terms of quick product delivery high DoF AI/Software & cost"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1710470419453501492) 2023-10-07 01:41:41 UTC 24.1K followers, 13.5K engagements


"Since 2021 It has unveiled plan to make itself the green energy corridor bw Inner Mongolia & Heilongjiang province into Liaoning for exporting green fuel + feeding into Beijing. Can also potentially transition its chemical industry to using green ammonia+methanol feedstock"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1944547659752038411) 2025-07-14 00:01:04 UTC 24.1K followers, XXX engagements


"HIMA is going up while Li Auto is going down. After M8 launch & S9 deliveries are increasing. Hima is up to 52747 for June. Li Auto is down to 36279. Li Auto is facing increasing sales pressure in the segment it used to dominate"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1940030907626258906) 2025-07-01 12:53:07 UTC 24.1K followers, 2456 engagements


"Past wk's NEV registrations in China. Note how Geely Galaxy lowest MSRP is 29.9k Wuling is 32.8k ChangAn is 37.9k & Leapmotor is 59.9k. There is a px war going on in China for a while now & BYD is not the one leading this despite popular belief. It just happens that ppl notice when BYD cuts prices"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1941087446294278436) 2025-07-04 10:51:25 UTC 24.1K followers, 3568 engagements


"Huge factor in China's mfg boom is taking over the global CNC mkt. You can go on YouTube & search "China CNC" & find many results of how China has taken over the know how of using CNC machines to make parts needed for pretty much everything. US customers send CAD drawings over to China to get them mfg for low cost & sent back. See below for how big China's CNC mkt is"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1942673590836683253) 2025-07-08 19:54:11 UTC 24.1K followers, 63.8K 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](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1939168561689235616) 2025-06-29 03:46:27 UTC 24.1K followers, 4166 engagements


"Alibaba had much successful w/ Taboo Instant Commerce which rolled out X hr delivery to XX Chinese cities. That led to growth of this platform + to 80m orders/day. Now it will bring this service to Australia thru Ebest & Umall Brazil thru Magalu Middle East thru Othaim & UK thru Hungry Panda Platform. The rapid delivery will be handled by AliExpress"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943790591831142408) 2025-07-11 21:52:45 UTC 24.1K followers, 3244 engagements


"Rumor on BYD's effort toward solid state battery: High-nickel ternary cathode + Si-based anode & Sulfide Electrolyte Can reach 60Ah in battery Cell - achieving 400Wh/kg energy density @ cell level or 800Wh/L For safety fast charging & heat mgmt reasons pack level density likely 280Wh/kg Depending on how X looks at this & charging speed this seems like a reasonable 1st step to SSB. I do question the part about cathode was expecting LFP there"  
![@tphuang Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::43463961.png) [@tphuang](/creator/x/tphuang) on [X](/post/tweet/1943486315208569141) 2025-07-11 01:43:40 UTC 24.1K followers, 3548 engagements

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@tphuang Avatar @tphuang tphuang

tphuang posts on X about byd, china, robot, geely the most. They currently have XXXXXX followers and 3267 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXXXX -XX%
  • X Month XXXXXXXXX +553%
  • X Months XXXXXXXXXX +134%
  • X Year XXXXXXXXXX +73%

Mentions: XX #

Mentions Line Chart

  • X Months XXX +4.60%
  • X Year XXXXX +5.40%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.70%
  • X Month XXXXXX +2.30%
  • X Months XXXXXX +41%
  • X Year XXXXXX +104%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence automotive brands #4950 countries technology brands stocks finance travel destinations cryptocurrencies currencies formula 1 agencies

Social topic influence byd #54, china #1805, robot, geely, tesla, bmw, countries, investment, xiaomi, all the

Top assets mentioned Tesla, Inc. (TSLA) Smart MFG (MFG)

Top Social Posts #


Top posts by engagements in the last XX hours

"Top XX automakers in 1H of yr for NEV light trucks: Geely Futian SAIC JAC Shacman Zhejiang Sinotruk Dongfeng Jiangling BYD. Weichai is 11th & fast growing"
@tphuang Avatar @tphuang on X 2025-07-16 00:55:36 UTC 24.1K followers, 1818 engagements

"Tesla will be selling a stretched version of Model Y called "Model Y L" for fall season. Dimension 4976/1920/1668mm wheelbase 3040 Dual motor 142+198kW - top speed 201km/h"
@tphuang Avatar @tphuang on X 2025-07-16 17:58:03 UTC 24.1K followers, 3673 engagements

"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 24.1K followers, 2996 engagements

"China's electrification of HDT continue unabated. Hit all time high of 18k sales in June good for XX% penetration which is also an all time high. Top eHDT cities are Shanghai & Shenzhen. Adoption of eHDT is still subpar in northern cities where range anxiety is much larger"
@tphuang Avatar @tphuang on X 2025-07-14 15:43:47 UTC 24.1K followers, 3164 engagements

"Growth of Chinese NEVs in 2025: After small growth from 2023 to 2024 growth picked up again this yr w/ 1.06m vehicles in 1st half. PVs @ 1m up XX% YoY Commercial vehicles 49k up XXX% China is already electrifying transportation @ record speed. Now spreading to other countries. Will China's transportation electrification be a bigger threat to traditional auto manufacturers or crude exporters Remember China's HDT NEV penetration went from X to XX% in X yr We are already seeing its commercial vehicle export NEV penetration reach 10%. China is the largest commercial vehicle exporter globally. It"
@tphuang Avatar @tphuang on X 2025-07-15 00:15:06 UTC 24.1K followers, 3153 engagements

"News out of Taiwan also report iPhone XX production is coming back to mainland w/ BYD & Luxshare getting larger % of work share from Foxconn. Foxconn also investing more in Zhengzhou after moving some production to India for iPhone XX. ppl ask why BYD needs so much R&D Well it's not just an EV company. It's a major supplier to all the consumer electronics. It does basic material research so it can produce all the components to smart phones cheaper than competition. Additional R&D allows it to take more high-value added work share from competitors. There is no reason why Foxconn would have"
@tphuang Avatar @tphuang on X 2024-07-24 17:51:03 UTC 24.1K followers, 33.9K engagements

"BYD unveils photos of YangWang U8L interior We should see it get launched soon. U8L is YangWang's new flagship SUV. Largest passenger vehicle in BYD lineup"
@tphuang Avatar @tphuang on X 2025-07-14 12:00:13 UTC 24.1K followers, 5098 engagements

"Geely Galaxy A7 has been put on sale at 103.8-133.8k RMB so launch px may be even lower. Dimension 4918/1905/1495mm wheelbase 2845 (slightly smaller than Seal XX DM-i & larger than Seal 06) 2100km combined range CLTC XX or 150km BEV range This is really cut throat pricing. Geely is pushing px war & undercutting others probably harder than anyone else"
@tphuang Avatar @tphuang on X 2025-07-11 12:27:44 UTC 24.1K followers, 2683 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 24.1K followers, 92.4K engagements

"BYD is teaming up w/ HKUST for a joint lab to drive innovation in robotics & smart mfg. BYD will invest in this joint lab focusing on field of embodied intelligence for operational data collection training large embodied models & enabling AI robots to work in home & factory settings. BYD is clearly going all in w/ AI robots"
@tphuang Avatar @tphuang on X 2025-07-11 12:37:17 UTC 24.1K followers, 2658 engagements

"BYD & Tesla sales in various countries for June & 1H of 2025. For June countries are Brazil Australia UK Spain Italy Germany Norway Israel Portugal Austria Denmark Chile Iceland & Sweden for 1H same 1st X + Israel Austria Portugal Norway Denmark Sweden Iceland & Chile Tesla remains higher selling in Euro countries while BYD does better in global south especially in places like ASEAN which is not displayed here"
@tphuang Avatar @tphuang on X 2025-07-10 19:08:22 UTC 24.1K followers, 2955 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 24.1K followers, 2042 engagements

"Jilin has invested the most in Green Hydrogen after Inner Mongolia. It's part of China's rust belt provinces going thru long term economic decline. Also a major petrochem base due to proximity to Daqing oil field. Can it make the green transition I will explore the economics 👇"
@tphuang Avatar @tphuang on X 2025-07-14 00:01:04 UTC 24.1K followers, 13.6K engagements

"FangChengBao doing great in off road sales & box type vehicles last wk. Tai3 once again led all box car types w/ 2600 sales Bao5 was top among off road SUVs while Bao8 was 8th Tank series Haval & iCAR are the losers here"
@tphuang Avatar @tphuang on X 2025-07-03 21:29:33 UTC 24.1K followers, 2507 engagements

"BYD Sea Lion XX interior: Expect to be launched this month Dimension 4810/1920/1675mm wheelbase 2820 Bigger than Song+ (currently called Sea Lion XX in export mkt)"
@tphuang Avatar @tphuang on X 2025-07-16 12:47:58 UTC 24.1K followers, 3173 engagements

"Ubtech's Walker S1 robot working side by side w/ L4 autonomous logistics vehicle in BYD Changsha factory using IMU measurement vision module & voice navigation. Achieving XX% human efficiency. Ubtech has resolved many heat dissipation issues w/ Walker S1. robotic factory worker is becoming a reality"
@tphuang Avatar @tphuang on X 2025-07-11 10:54:02 UTC 24.1K followers, 11.4K engagements

"As PLAN fleet make a normal deployment around Australia it's the weakness & futility of RAN's own position that has caused their recent alarm. AUKUS means they will go entirely w/o modern subs for many yrs While 093B + mini-nuke will change underwater balance of power in Westpac"
@tphuang Avatar @tphuang on X 2025-03-14 00:00:31 UTC 24.1K followers, 2387 engagements

"Things continue to be a struggle in India. It sold XXX in June after high of XXX in May. The high tariffs make BYD pricing not competitive in Indian mkt. It has sold just 2449 there in 1H of 2025"
@tphuang Avatar @tphuang on X 2025-07-11 21:45:30 UTC 24.1K followers, 2091 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 24.1K followers, 5814 engagements

"HK auto mkt from 1st half of the yr: BYD sold 4909 + Denza XXX Tesla & Toyota are next w/ 3889 & 3403 Top selling model is Sea Lion XX EV w/ 3676 ahead of Model X & Model Y Denza D9 is 7th"
@tphuang Avatar @tphuang on X 2025-07-11 10:51:07 UTC 24.1K followers, 3637 engagements

"Denza D9 hit top XX in sales chart in Indonesia w/ 1768 in June. Sold 5733 unit in 1H vs just 1391 for Toyota Alphard. Even more significant considering how expensive it is. Seagull/Atto X will be launched soon & start delivery in Aug. BYD is really eating into Toyota mkt share in both Indonesia & rest of ASEAN"
@tphuang Avatar @tphuang on X 2025-07-17 10:47:08 UTC 24.1K followers, 2426 engagements

"BMW will be using Momenta's ADAS in its cars for the Chinese mkt. This comes after Mercedes picked Momenta at end of last yr & VW deciding to work w/ XPeng & Audi w/ IM Motors. All the German automakers have now picked Chinese suppliers for at least the Chinese models. Remains to be seen if they will use Momenta for global models. Momenta is far & away the most successful of the independent ADAS shops"
@tphuang Avatar @tphuang on X 2025-07-15 10:25:23 UTC 24.1K followers, 2854 engagements

"In Shenzhen we now have delivery robot taking subway line X to deliver goods to all the merchants in subway stations during period where there is low traffic on subway line"
@tphuang Avatar @tphuang on X 2025-07-14 15:38:10 UTC 24.1K followers, 12.5K engagements

"Inner Mongolia Qahar Right Banner put in policy to become Green Hydrogen base in Beijing/Tianjin/Hebei region. Investment in clean energy of up to 12B RMB (5B for H2 production). + Green ferro alloy industry - 8B RMB investment IM+NE China will supply "clean energy" to BJ's surrounding area to enable the industries that are looking to transform. Its taking advantage of this w/ proximity pipelines & high renewable potential. In many ways China's North/Central provinces are now in better position to take advantage of green energy transition bc they are close to areas like IM w/ the lowest green"
@tphuang Avatar @tphuang on X 2025-07-09 14:01:34 UTC 24.1K followers, 3177 engagements

"BYD rolling out huge ADAS OTA for dynasty series' DiPilot-100 models. New functions: side mirror auto folding park head-in/tail out + HNOA mode alert for nearby vehicle dangerous lane change & improved speed adjustment. X Improvements: HNOA turn control headlight heights MMW radar stability user-defined speed adjustment improved UI & voice reminder in ADAS mode General improvement in APA AVP RPA & HNOA + "L4 Parking""
@tphuang Avatar @tphuang on X 2025-07-15 18:28:47 UTC 24.1K followers, 2287 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 24.1K followers, 14.2K engagements

"Weekly registrations of Li Auto vs AITO Note the huge drop in June for Li while AITO averaged more than 10k/wk w/ M8 taking bulk of the sales. L8/L9 are under 2K/wk HW has really taken the steam out of Li Auto which now survives mostly on L6 sales"
@tphuang Avatar @tphuang on X 2025-07-02 11:19:04 UTC 24.1K followers, 3075 engagements

"China's June export # by top models & automaker: This is just passenger cars so doesn't include Pickup trucks like Shark XX. Song+ Seagull are top X & Sea Lion XX EV is 6th Chery is top exporter again w/ 106k & BYD at 86k SAIC GWM Geely Wuling & ChangAn after them"
@tphuang Avatar @tphuang on X 2025-07-10 10:14:15 UTC 24.1K followers, 2918 engagements

"Even though few homes in China has grass China Inc is gaining traction in lawn movers. Its export of smart lawn mover increased XX% YoY to $1.01B. As everything becomes smart consumer electronics China's dominance in applied AI robotics sensors & electronics is boosting its sales in wide range of traditional products"
@tphuang Avatar @tphuang on X 2025-07-09 21:12:02 UTC 24.1K followers, 4883 engagements

"The X fastest growing automakers in China announcing their June sales figures. Xiaomi surpassed 25000 again as it will start delivery on Yu7 soon. Leapmotor increase sal to 48000 as 2026 version of C10 & C16 are about to be launched soon"
@tphuang Avatar @tphuang on X 2025-07-01 10:41:45 UTC 24.1K followers, 4702 engagements

"Currently green ammonia cost is 2000-2500 RMB/t higher than grey ammonia. But after EU's CBAM & other carbon tax of 1000 RMB/t green ammonia is more competitive. Green methanol cost is 1500RMB/t higher than traditional methanol"
@tphuang Avatar @tphuang on X 2025-07-14 00:01:06 UTC 24.1K followers, XXX engagements

"Over XX yrs a 4197 km long 750kV power transmission project around Tarim Basin was built to hook up all the renewable projects in Xinjiang around Tarim Basin. Helped "lock up" Taklimakan Desert by driving development of more Solar sand control project. These projects will not only generate power & revenue but also control & even reserve desert growth"
@tphuang Avatar @tphuang on X 2025-07-13 21:12:08 UTC 24.1K followers, 7147 engagements

"Cockpit SoC from China mkt so far in 2025 show Qualcomm consolidating its dominance from XX% (a yr ago) to XX% Chinese suppliers HW SiEngine & SemiDrive up to XX% in total Big fall from Mediatek NXP Renesas & Intel"
@tphuang Avatar @tphuang on X 2025-07-13 22:17:40 UTC 24.1K followers, 6028 engagements

"BYD is partnering up w/ Legoland Shanghai to bring these cut little cars to the park. Kids even get their own driving license. How cute is that"
@tphuang Avatar @tphuang on X 2025-07-09 20:57:00 UTC 24.1K followers, 3316 engagements

"ByteDance Seed Research show w/ POLARIS training & Scaling RL it got Qwen3-4B performance improved to be better than Grok-3-Beta on AIME 2025. Also huge improvements to Qwen3-1.7B DS-R1-7B across AIME24/25 Olympiad & AMC23. HKU & Fudan University helped Seed in developing this algo. It's interesting to see just how much working w/ leading universities is helping ByteDance Seed lab"
@tphuang Avatar @tphuang on X 2025-07-16 01:05:32 UTC 24.1K followers, 2870 engagements

"China's Light truck NEV penetration by month from 2024 until now. We hit all time high of XXXX% in June. Just unbelievable growth. XXXX% are BEVs X% methanol or methanol PHEV XXXX% diesel+hybrid XXX% gasoline hybrid"
@tphuang Avatar @tphuang on X 2025-07-15 23:57:22 UTC 24.1K followers, 4039 engagements

"Honor's Shenzhen Pingshan smart factory is XX% autonomous. It is phone industry's 1st & only L4 smart factory. Can produce a phone every 28.5s. 0.18mm single fold blade battery & XXXXX mg glue Assembly accuracy 0.003mm for Magic V5 Setting standard for 3C precision mfg. Its Luban large model analyzes XXX feature points & completes precise matching thru 125k parallel calculation. AI vision tech uses 3D algo to calculate weight of glue. Uses dual battery automated assembly tech to combine Qinghai Lake blade batteries w/ XX% Si content Shenzhen is really the center of advanced electronics mfg &"
@tphuang Avatar @tphuang on X 2025-07-12 20:25:01 UTC 24.1K followers, 6815 engagements

"China's "luxury" auto mkt ASP for May. Benz continuing to drop to just 370k RMB BMW dropped to 303k RMB Audi to just 268k RMB Denza is 2nd @ 358k & FCB is 9th @ 279k Li Auto also down to just 302k Lexus Volvo & NIO all dropped below 300k It's a bloodbath but German luxury brand ASP have dropped probably XX% vs 2-3 yrs ago"
@tphuang Avatar @tphuang on X 2025-06-23 13:37:50 UTC 24.1K followers, 5187 engagements

"Revenues for foreign JVs in China in 1H: VW sales up X% YoY but rev -XXX% - ASP -XXXX% Toyota sales up XXX% & rev up X% - ASP -XXX% Honda sales -XXXX% & rev -XXXX% - ASP -X% Nissan -XXXX% & rev -XX% - ASP -X% Benz -XXXX% & rev -XXXX% - ASP -XX% BMW -XXXX% & rev -XXXX% - ASP -XX% Audi -XXXX% & rev -XXXX% - ASP -XX% Toyota is transitioning far better than all other JVs. Its brand is still strong in China. Honda & Nissan are basically dying at this pt. VW is heavily discounting to keep sales. BBA are really struggling. This is the big diff vs 2023. So many higher end EVs in 200-400k space that"
@tphuang Avatar @tphuang on X 2025-07-17 12:45:19 UTC 24.1K followers, 2804 engagements

"BYD's full lineup is now connected w/ all major phone OEMs in China via this phone/car-Link. Allows for a seamless experience bw your car & phone w/o needing to download app. Perk of being the mkt leader everyone wants to work with you"
@tphuang Avatar @tphuang on X 2025-07-15 13:14:27 UTC 24.1K followers, 8299 engagements

"After XPeng launched G7 @ 195.8-225.8k RMB it received 10000 firm orders in X min. 702km CLTC range w/ 5C charging on 800V platform XPeng likes to emphasize AI for cockpit & ADAS in its new products especially w/ Ultra variant which has X self designed ADAS chip for 2250 TOPS & QCOM8295SP for cockpit AI. XPeng has definitely turned things around"
@tphuang Avatar @tphuang on X 2025-07-03 22:22:29 UTC 24.1K followers, 4482 engagements

"Ammonia requires air separation unit (N2 production) & Labor process reactor. Methanol requires CO2 & synthesis unit. 500kt ammonia project requires 2.846B RMB investment. Storage+transport of liquid NH3 is $0.08/ton km methanol can use petrochem pipeline transport $0.05/ton km"
@tphuang Avatar @tphuang on X 2025-07-14 00:01:06 UTC 24.1K followers, XXX 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 24.1K followers, 4436 engagements

"BYD in export mkt in June It sold another 8163 NEVs in Brazil for XXXX% share. Top models are Song Dolphin Mini & Dolphin. As its factory in Brazil becomes operational it will hopefully have lower tariffs from SKD & lower px to gain mkt share in Q3"
@tphuang Avatar @tphuang on X 2025-07-05 14:14:38 UTC 24.1K followers, 11.2K 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 24.1K followers, 2276 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 24.1K 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 24.1K followers, 1556 engagements

"@HandsomeMan2013 Fanuc for 5-axis cnc machine"
@tphuang Avatar @tphuang on X 2025-07-09 10:08:28 UTC 24.1K followers, XXX engagements

"BYD picks Austrian steelmaker voestalpine to supply flat steel for its cars. BYD will probably pick as many local suppliers as possible due to political sensitivity around Chinese EVs in Europe"
@tphuang Avatar @tphuang on X 2025-06-25 21:26:54 UTC 24.1K followers, 5897 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 24.1K followers, 13.8K engagements

"Drones cleaning solar panels continuously in Xinjiang solar farms w/o damaging surfaces. Post cleaning solar panel efficiency increase 5-20% & increase 100MWh power per day"
@tphuang Avatar @tphuang on X 2025-07-13 20:45:07 UTC 24.1K followers, 75.9K engagements

"Xiaomi Yu7 suppliers courtesy of @Gasgoo_com Desay domain controller Nvidia ADAS chips WHST MMW Radar Hesai Lidar TCL screen oFilm camera & Huayang HUD CATL NCM battery BYD LFP battery+pack Innovance eMotor BASF painting HRC Carbon Fiber body parts Aoshen CF exterior & Minth Group Lidar front cover board. Interesting that BYD/Fudi's pack tech is so valued that it offers the full package while CATL just provides battery cells. A lot of CF composite usage in Yu7 which partly explains why it's so much lighter than Tang L"
@tphuang Avatar @tphuang on X 2025-06-29 03:06:22 UTC 24.1K followers, 6226 engagements

"PLA training w/ drones & robot wolf pack. Drones/FPV training have been common for a few yrs now. Wolf pack has really picked up in the past yr. We are even seeing them in Tibetan highlands (not this video)"
@tphuang Avatar @tphuang on X 2025-07-13 20:53:01 UTC 24.1K followers, 14.7K engagements

"Is Unitree becoming the DJI of Quadruped robots Well according to Unitree it now command 60-70% mkt share in global Quadruped robots + 50%+ mkt share in large general purpose humanoid robots"
@tphuang Avatar @tphuang on X 2025-07-16 17:53:05 UTC 24.1K followers, 13.6K engagements

"Current global price for green ammonia is $800/t. Grey ammonia is $300-450/t. Jilin project already signed export contract Price for green methanol is $820/t XX% higher than traditional methanol. Huge demand coming for both green ammonia/methanol in transportation sector"
@tphuang Avatar @tphuang on X 2025-07-14 00:01:06 UTC 24.1K followers, XXX engagements

"China's June export data (in RMB): Largest single category are automated processing unit (127B) ICs (124B) apparels (110B) synthetic/fabrics (87B) auto (77B) Plastics (69B) auto parts (59B) Farming (58B) appliances (58B) phones (53B) Interesting items: ceramics 15.6B refined oil 24.5B steel 48B shipping 32B. all high new tech product 561.5B No idea what this includes but likely all the new energy stuff robotics & drones. the advanced material synthetic fiber export are also way under reported. Note China's chemical industry really blew up in the past few yrs & this is causing export trade"
@tphuang Avatar @tphuang on X 2025-07-14 23:01:52 UTC 24.1K followers, 3361 engagements

"This wk registration saw a huge growth from FangChengBao mostly due to Tai-3 deliveries which has grown to 3370. Masking slowdowns in Bao5/8 as well as Denza brand. HIMA up over 10k (M8 really popular) Leapmotor & Tesla also over 8k followed by Li Auto FCB+Denza Xiaomi XPeng & Zeekr the mkt is just really competitive If you don't have new vehicles you don't sell as much"
@tphuang Avatar @tphuang on X 2025-06-10 10:24:51 UTC 24.1K followers, 2374 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 24.1K followers, 3826 engagements

"Ubtech launched full sized humanoid educational robot in March. Open src'd its robotic platform. Now it already has XXX orders for this product from various educational institutions. It has to significantly increase production to keep up w/ Walker series of factory robots & educational + in the future service sector robots"
@tphuang Avatar @tphuang on X 2025-07-13 11:24:42 UTC 24.1K followers, 4305 engagements

"Another look at growth of BYD sales in New Zealand & Turkey. In NZ it hit X% mkt share w/ XXX deliveries in June. In Turkey it was an all time high in deliveries & mkt share @ 5.8%"
@tphuang Avatar @tphuang on X 2025-07-11 21:43:52 UTC 24.1K followers, 2252 engagements

"Despite huge investment into LNG China's LNG import is down bc huge growth in renewables + more pipeline/domestic NG. Turkey is seeing the same contrast bw Solar vs Gas Pakistan is importing record amount of solar/battery African countries now doing the same. Going green is no longer reserved for the developed countries. It is the most economical way for Global South countries to meet energy needs. Don't believe the bs by Doomberg. It's taken a while for solar+battery to be the most economical option for much of the world but it is now certainly cheaper than fossil fuel & more easily"
@tphuang Avatar @tphuang on X 2025-07-10 00:45:56 UTC 24.1K followers, 6689 engagements

"J20 vs J20A vs J20S. The latter X have joined service w/ 172nd brigade. Notice the new radome on the latter X & EOTS. Likely using GaN-on-SiC radar that was announced recently w/ 3x range. PLA insider considers it world's most powerful 5th gen aircraft group or even XXX gen due to the ability of J20S to control a bunch of CCAs. J20S not only has X additional pilot but likely the most interior space for the high voltage + power electronic platform needed to effectively control many UCAVs"
@tphuang Avatar @tphuang on X 2025-07-05 19:30:41 UTC 24.1K followers, 7331 engagements

"Meituan has expanded drone delivery to Dubai It already had XX routes in China by end of 2024 mostly in Shenzhen Now has setup booth in Dubai & expect 2-3 routes by 2nd half of this yr. It will also expand more in Beijing & Shanghai"
@tphuang Avatar @tphuang on X 2025-06-06 10:32:50 UTC 24.1K followers, 10.2K engagements

"Envision & Japan's Marubeni (major trading house) struck green Ammonia deal so Envision's ammonia can supply low-carbon solutions for sectors such as chemicals & fertilizers. Envision has a 1mt+ green ammonia project in Chifeng which first started production in 2024 using wind + solar & ESS to produce Hydrogen Ammonia & methanol. Goal of transitioning aviation steel & chemical sectors globally to "green energy""
@tphuang Avatar @tphuang on X 2025-06-03 20:38:53 UTC 24.1K followers, 3408 engagements

"See below: It connected to CarLink to support Xiaomi Red Oppo Vivo OnePlus realms & iQOO. Also connected to HW Hicar & Honor CarLink to support their phones"
@tphuang Avatar @tphuang on X 2025-07-15 13:15:38 UTC 24.1K followers, 2071 engagements

"Current state of America' aerospace industry: Replacement AWACS is a reaper drone. Incapable of carrying out X 6th gen projects at the same time. Needs X yrs to fly a 2nd prototype of a relatively conservative bomber program. When was the last time Boeing did a clean-sheet @gonglei89 & I talked abt this in the 1st episode of my new podcast It feels like the development pipeline is running dry. How else to explain the slowness of NGAD/NGAF + the delays in F-35 Block X or shelving of AWACS project on a XX yr old airframe program"
@tphuang Avatar @tphuang on X 2025-07-15 11:03:04 UTC 24.1K followers, 5291 engagements

"JD Logistics unveils next gen unmanned light truck providing 24m3 of cargo space (largest for unmanned trucks). Has 400km of range & L4 ADAS. can save XX% cost vs traditional transportation. Also displayed XXX smart delivery vehicle which can reach XX km/h w/ 1t load & 4m3 cargo & range of 160km. JD continues to go more autonomous w/ various unmanned trucks/delivery vehicles and drones"
@tphuang Avatar @tphuang on X 2025-07-02 17:11:22 UTC 24.1K followers, 4442 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 24.1K followers, 4814 engagements

"HW rolls out 5.5G & lists 3D VR smart cars smart mfg cellular IoT & smart computing as use cases As HW builds up supply chain will phones/wearables be able to use it BAW filters are critical in tuning to specific band w/ minimal power consumption China's 5G & Wifi band allocation & looks like: n41 2.515-2.675 GHz China Mobile n78 3.4-3.5 GHz China Telecom n78 3.5-3.6GHz China Unicom n79 4.8-4.9GHz China Mobile 5.15-5.85GHz 5GHz Wifi See example below of BAW filter tuning to just n79 band of 4.4-5GHz while not picking up 5GHz Wifi signal Now China has allocated GHz band for 5.5G/6G system 3"
@tphuang Avatar @tphuang on X 2023-10-12 14:06:15 UTC 24.1K followers, 6055 engagements

"Green H2 represents 70-80% cost of green ammonia/methanol. In 2025 Jilin Baicheng has lowered green electricity cost to XXXX RMB/kWh. Using ESS + electrolysis H2 production cost is 15-18 RMB/kg. 50kt green H2 using next-gen electrolysis needs 2.4TWh XX% of H2 production cost"
@tphuang Avatar @tphuang on X 2025-07-14 00:01:05 UTC 24.1K followers, XXX engagements

"Speaking of AI robots. This mkt is picking up. Agibot & Unitree just won humanoid bipedal robot OEM work from China Mobile Hangzhou. Agibot will get 78m for full-sized robot Unitree gets 46m for small robot Next major mkt in China after AI solar batteries & EVs"
@tphuang Avatar @tphuang on X 2025-07-11 16:33:31 UTC 24.1K followers, 2042 engagements

"Oppo subsidiary OnePlus will be supporting the entire lineup of BYD models car inconnection + OnePlus' Xiaobu assistant remote car control. You can use Phone voice AI to control your BYD car project whatever is on your phone on central console & pass destination info to auto map. + NFC key + auto notification & much more"
@tphuang Avatar @tphuang on X 2025-07-15 10:33:46 UTC 24.1K followers, 10.6K engagements

"Chongqing Rural Commercial Bank became 1st finance company in China to adapt DeepSeek: Will use web search & RAG for fraud detection. Make recommendations on wealth mgmt Optimize credit assessment & mkt strategies Many ppl already find DS search to be better than Baidu Use DS for reports & doing research. Unlike in America where Google had already been incorporating AI features into its search Baidu's inadequacy meant ppl relied to WeChat or Douyin search for everything. China became a "post search" society. But w/ AI + RAG search being so useful maybe China will just accelerate into an AI"
@tphuang Avatar @tphuang on X 2025-02-11 12:09:58 UTC 24.1K followers, 7148 engagements

"China Shock 2.0: US adopted to XXX by moving up value chain to design jobs & giving up on mfg. Good move short term for PnL & stock valuation but long term disastrous as America lost the expertise in making "simple" stuff/parts. China is rolling fwd w/ Industry XXX & turning everything into smart devices. It knows how to make every part of smart consumer products & make them in highly automated smart factories. Ppl don't understand when I talk about AI robots. Everything will become smart around us which functionally becomes AI robots like your lawn mover pool cleaner TV vacuum delivery &"
@tphuang Avatar @tphuang on X 2025-07-16 09:55:44 UTC 24.1K followers, 6428 engagements

"In 2025 Alicloud Overseas event it talked about how its overseas expansion has helped expand domestic AI products to go international. It highlighted Vidu the AI video generator now in operation in XXX countries & has seen user base 3x + LiblibAI the AI image generator which has seen 100m visitors worldwide. + Minimax dubbed one of the AI tigers in China who has released M1 not so long ago. As Chinese firms go abroad w/ AI inference need they are relying on Chinese cloud providers like Ali HW & Tencent's oversea expansion to provide the necessary computation. That's partly why Ali has added"
@tphuang Avatar @tphuang on X 2025-07-13 11:12:28 UTC 24.1K followers, 3245 engagements

"From Autocar on BYD bringing MW-charging to UK. All the Denzas will have it. N7 & Z9/GT 2026 version should come out in 2nd half of this yr. They should all be upgraded to 1000V (maybe 1100) & see 10C charging. imo FCB & Denza hybrids will also get 800V upgrade soon"
@tphuang Avatar @tphuang on X 2025-07-12 10:08:31 UTC 24.1K followers, 2657 engagements

"BYD's 7th PCTC has entered service (Zhengzhou) Built by GSI shipyard Hefei's sister ship. 7000 CEU capacity 199.9m long & 38m beam. LNG dual fuel"
@tphuang Avatar @tphuang on X 2025-07-16 12:51:46 UTC 24.1K followers, 3899 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 24.1K followers, 4.1M engagements

"Will need both carbon tax + domestic production subsidies (like for Green H2) for green fuel costs to be competitive. W/ subsidies green ammonia & methanol can make 1448-2948 RMB/t of profit Can recover 6B investment in XXXX yrs if annual profit is 530m or 7-8 yrs w/ subsidy"
@tphuang Avatar @tphuang on X 2025-07-14 00:01:07 UTC 24.1K followers, 2624 engagements

"Unis Flash Memory has unveiled ES200 PCIe XXX SSD using YMTC die. It employs a fully domestically produced architecture (so domestic control & anlog chip also). Aimed for AI mkt"
@tphuang Avatar @tphuang on X 2025-05-28 09:57:15 UTC 24.1K followers, 5218 engagements

"BYD is firming up its supply chain like HW Horizon Robosense Semi-tech & Kunlun are notable investment to strengthen AI ADAS & smart mfg Most significant investment this yr is Agibot Raise-A1 targets Auto & 3C mfg initially Perfect match for BYD auto & electronics division A1's hand designed to have XX active degree of freedom & X passive - perfect for auto & electronics assembly Word of its cooperation w/ BYD came out b4 BYD's X% investment was made public Of the robots put on display last month A1 was the most impressive to me in terms of quick product delivery high DoF AI/Software & cost"
@tphuang Avatar @tphuang on X 2023-10-07 01:41:41 UTC 24.1K followers, 13.5K engagements

"Since 2021 It has unveiled plan to make itself the green energy corridor bw Inner Mongolia & Heilongjiang province into Liaoning for exporting green fuel + feeding into Beijing. Can also potentially transition its chemical industry to using green ammonia+methanol feedstock"
@tphuang Avatar @tphuang on X 2025-07-14 00:01:04 UTC 24.1K followers, XXX engagements

"HIMA is going up while Li Auto is going down. After M8 launch & S9 deliveries are increasing. Hima is up to 52747 for June. Li Auto is down to 36279. Li Auto is facing increasing sales pressure in the segment it used to dominate"
@tphuang Avatar @tphuang on X 2025-07-01 12:53:07 UTC 24.1K followers, 2456 engagements

"Past wk's NEV registrations in China. Note how Geely Galaxy lowest MSRP is 29.9k Wuling is 32.8k ChangAn is 37.9k & Leapmotor is 59.9k. There is a px war going on in China for a while now & BYD is not the one leading this despite popular belief. It just happens that ppl notice when BYD cuts prices"
@tphuang Avatar @tphuang on X 2025-07-04 10:51:25 UTC 24.1K followers, 3568 engagements

"Huge factor in China's mfg boom is taking over the global CNC mkt. You can go on YouTube & search "China CNC" & find many results of how China has taken over the know how of using CNC machines to make parts needed for pretty much everything. US customers send CAD drawings over to China to get them mfg for low cost & sent back. See below for how big China's CNC mkt is"
@tphuang Avatar @tphuang on X 2025-07-08 19:54:11 UTC 24.1K followers, 63.8K 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 24.1K followers, 4166 engagements

"Alibaba had much successful w/ Taboo Instant Commerce which rolled out X hr delivery to XX Chinese cities. That led to growth of this platform + to 80m orders/day. Now it will bring this service to Australia thru Ebest & Umall Brazil thru Magalu Middle East thru Othaim & UK thru Hungry Panda Platform. The rapid delivery will be handled by AliExpress"
@tphuang Avatar @tphuang on X 2025-07-11 21:52:45 UTC 24.1K followers, 3244 engagements

"Rumor on BYD's effort toward solid state battery: High-nickel ternary cathode + Si-based anode & Sulfide Electrolyte Can reach 60Ah in battery Cell - achieving 400Wh/kg energy density @ cell level or 800Wh/L For safety fast charging & heat mgmt reasons pack level density likely 280Wh/kg Depending on how X looks at this & charging speed this seems like a reasonable 1st step to SSB. I do question the part about cathode was expecting LFP there"
@tphuang Avatar @tphuang on X 2025-07-11 01:43:40 UTC 24.1K followers, 3548 engagements

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