tphuang
@tphuang • 36,214 subscribers
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
Shorts
Videos
May 1st celebration in Chongqing. Drone Swarm returning to nest after performing. This is something to behold.
tphuang1,231,530 views • 2 months ago
China's largest seawater desalination testing facility has completed testing of 1st batch of domestically produced positive-displacement rotor type energy recovery devices. China currently produces > 3mt of fresh water/day via desalination, growing 10-15% per yr. Goal here is just to get the cost down for further deployment & for export globally
tphuang85,873 views • 14 days ago
Long thread on what we saw today out of Beijing. We can start off where they showed off the revamped nuclear triad. DF61 & 31BJ from ground + DF-5C new silo ICBM JL-3 from 094 submarines & JL-1 from H-6N i don't care much abt nukes, so this is more for the DC policy makers.
tphuang833,749 views • 10 months ago
How does electric Trucks get produced? CCTV here shows Sany assembling 10t (empty wt) eHDT every 30 sec in super factory. 7000t press producing parts every 5s 184 Robot welders does 100% of welding taking 153s 29 robots work together to paint the truck in 45s Final 50s spent in final assembly including windows, motor, battery pack, wheels & all the other parts.
tphuang12,279 views • 4 days ago
This is BYD starting phase 5, 6, 7 & 8 out of its expansion in Zhengzhou at the same time. Built next to Zhengzhou land port. Just watch the number of construction & engineering vehicles + the raw size of this area. BYD's scale & ability to build up massive factories is quite mind blowing. The existing real estate is already larger than any Tesla Gigafactory & this expansion makes the existing plant look small. What will BYD be building here? Will it be hiring all the workers that get displaced from Foxconn factory nearby? What a company.
tphuang457,677 views • 1 year ago
China's electromechanical export dominated thru May, reaching 7.58T RMB, reaching 63.6% of China's total export by value. Electronic cloth, 800G+ optical module are some of the fastest growers Electronic industry itself contributed to 43% of total profit growth across all industrial enterprises. Equipment mfg overall grew by 14%. All the East Asian economies have been growing really fast due to AI. Why would China not benefit from this when it's so big in electronics. So in a time when EV & housing profits are down, if you wonder how China is growing, just take a look at the AI related stuff.
tphuang22,784 views • 21 days ago
More from NBS on industrial profit: Mfg profit up 20% YoY High-tech mfg up 44.7% YoY Electronics up 103.9% YoY (contributing 43% of total industrial profit growth) The 2 main drivers of global industrial profit are AI & New energy (due to SoH closure). There is always conspiracy theories online about China falsifying economic data. Why do ppl think that this AI boom can help SK & TW economy so much, but not the mainland China economy? there are new sectors. China spent a lot of money to get into these sectors & not be dependent on just real estate.
tphuang20,165 views • 21 days ago
I don't think we have really fully appreciated all the possible humanoid robot applications.
tphuang159,091 views • 8 months ago
As BOE put China's 1st 8.6 Gen AMOLED line into production in Chengdu w/ 32k wpm, CCTV reports on China's growing Display industry. 2025 output - 800B RMB, 54% global share. Chengdu area cluster generated 109B RMB. China is still behind Samsung in OLED, but it's rapidly catching up w/ this latest AMOLED investment
tphuang25,414 views • 1 month ago
BYD Zhengzhou factory's dramatic expansion as photographed by ChangGuang's Jilin-1 constellation. Notice how quickly it sprung up & the international land port that was built at the same time. You can get a sense of the whole factory size by the land port size.
tphuang130,594 views • 7 months ago
BYD showcasing its magic blade 2.0 battery using 2nd gen lightning charging. Under regular condition, it charges from 10 to 70% in 5 min & 10 to 97% in 9 min! Under -20 C/extreme cold after 24 hr freeze, it can still charge from 20 to 97% in 12 min! Unbelievable!
tphuang70,687 views • 4 months ago
While most Vietnam visitors into China are probably checking out Yunnan via train, this seem to be spreading to Shanghai also. Shanghai has long been China's 1st stop for many foreign visitors. A lot of Japanese, Korean & Russians. I wonder if Shanghai will become for ASEAN countries what Miami is for Latin American countries. Basically, a metropolis that not only shapes nearby areas but the entire region from cultural & social trends & such. If you have ever been to South America, you'd see that a lot of local elites have connections to Miami. They like to compare wealthy & nicer part of their cities to Miami. People w/ money buy homes in Miami. And business open their US branch in Brickell. If there is 1 city in China that could probably have that kind of magnetism for surrounding Asian population, that would be Shanghai. Shenzhen is more technologically advanced, but ppl are workaholics. Beijing is too political & far north. Chongqing is too inland & probably not as fashionable. Shanghai checks all the boxes.
tphuang121,804 views • 10 months ago
China now has the problem where it doesn't have enough unrecycled garbage for all the waste-to-energy plant that came up recently. Ppl are digging up old buried trash & buying them. AI finds all the garbage w/ value & separate them. It does this job far more efficiently & better than human workers. Remaining trash is burnt up for power & sent them to flying ash treatment. Over time, waste separating center will be able to find use for greater % of waste -> less left for burning. All the old buried trash will eventually be used up. And then, China's overcapacity in trash treatment can finally result in some plant closures.
tphuang92,735 views • 8 months ago
