Tesla
Tesla China Sales Surge 10% in November as BYD Stumbles for Third Straight Month
Tesla's Shanghai factory shipped 86,700 vehicles in November, up 10% YoY, marking just the third monthly increase in 2025 as BYD declines for third month.
XPeng
G6, P7+, XNGP and the robotaxi roadmap — XPeng’s software-first EVs, covered.
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Aug 1
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Tesla
Chinese EV Stocks Face Profit Collapse As 2026 Subsidy Cliff Looms
We’ve been warning for months that China’s EV “miracle” was built on unsustainable foundations. This week, Bloomberg delivered the receipts. Chinese EV stocks are in freefall after a brutal Q3 earnings season exposed what we’ve been documenting all year: the growth-at-all-costs era is ending, and the bill is coming due. Investors who bet on endless…
China
VW Opens €2.9B China Lab After German Software Division Burns €12 Billion
Volkswagen just admitted what we’ve been reporting for years: German engineering can’t keep up with China’s EV pace. The automaker completed its €2.5 billion ($2.9 billion) test center in Hefei on Tuesday, claiming it can now slash development costs by up to 50% while accelerating timelines by 30%. This marks the first time in Volkswagen’s…
Hyundai
Hyundai Claims No. 2 Profit Crown as Volkswagen Drowns in Billions of Losses
Hyundai Motor Group has officially dethroned Volkswagen as the world’s second-most profitable automaker, CEO José Muñoz declared at a high-performance vehicle launch in France, widening the gap between the surging Korean conglomerate and Europe’s largest automaker now hemorrhaging cash. The announcement came as Volkswagen continues its catastrophic 2025, posting a €1.3 billion quarterly loss while
Tesla
Chinese Automaker GAC to Build Electric AION V in Austria, Dodging EU Tariffs
China’s Guangzhou Automobile Group (GAC) will manufacture its AION V electric SUV at Magna International’s Austria facility, the companies announced Thursday, marking the second Chinese EV brand in two months to use European contract manufacturing as a workaround for steep EU tariffs on China-made vehicles. The move highlights a rapidly emerging strategy among Chinese automakers:…
Tesla
Xiaomi Beats Tesla to Profitability in Just 19 Months: The ‘Smartphone on Wheels’ Model Works
Xiaomi’s EV division posts a $98 million profit in Q3 2025, validating a “ruthlessly efficient” consumer tech strategy that puts Apple’s failed car project to shame. Xiaomi has achieved the holy grail of the electric vehicle industry—profitability—in record time, reports Bloomberg. The Chinese consumer electronics giant reported a 700 million yuan ($98 million USD) profit…
XPeng
XPeng Forecasts Weak Q4 Revenue Despite Record Deliveries As China’s EV Price War Claims Another Victim
Chinese electric vehicle maker XPeng issued a disappointing fourth-quarter revenue forecast on Monday, signaling that even record-breaking delivery numbers can’t shield automakers from China’s relentless EV price war that continues eroding profitability across the sector. The Guangzhou-based automaker projects Q4 revenue between 21.5 billion yuan ($3.03 billion) and 23 billion yuan, falling well s
Rivian
Volkswagen Admits Rivian Tech Could Power Gas Cars As EV Strategy Wavers Post-Tax Credit
Volkswagen suggested Wednesday that technology developed through its $5.8 billion partnership with Rivian could eventually be used in internal combustion engine vehicles, marking a notable shift in messaging just six weeks after the federal EV tax credit expired and triggered a historic market collapse. The acknowledgment from Carsten Helbing, co-CEO of the joint venture RV…
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