Zeekr

001, 007, Mix, 9X and the Geely Group playbook — Zeekr’s premium push, covered.

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Oct 20

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Light blue Volkswagen ID. UNYX 08 electric SUV on a stage lit in bright blue at its launch event

Zeekr · Volkswagen

VW's Xpeng SUV Sells Just 7% of Its Original Monthly Target

VW's Xpeng-developed ID. UNYX 08 averaged 267 China sales a month from April to August, about 7% of the 3,622 planned, Reuters reports.

Damien KestelooOct 204 min read

South Carolina

Geely Already Builds Cars In South Carolina, And The Chinese EV Ban Has A Factory-Sized Hole

Chinese electric vehicles are closer to American driveways than the 125% cumulative tariff wall suggests, and the question driving industry analysis this week is no longer whether they arrive but through which door. One door already exists: Zhejiang Geely Holding Group owns the Volvo plant near Charleston, South Carolina, where Volvo and Polestar models roll…

Haye KestelooJun 9

Xpeng Ignites Share Surge with Affordable EV

Tesla

40% of U.S. Consumers Want Chinese EVs. The Government Won’t Let Them Buy One.

A Reuters report published today describes the widening gap between what American EV shoppers want and what U.S. trade policy allows them to buy. With the average new car now costing $49,191 according to Kelley Blue Book — and hitting a record $50,326 in December — a growing share of buyers is eyeing Chinese models…

Haye KestelooMar 23

BMW’s 2025 Profits Hit Pandemic-Era Low as China Losses and Tariffs Erase €1.3 Billion in Earnings

The numbers from Munich tell a clear story. BMW reported full-year 2025 EBIT of €10.2 billion — its lowest since the Covid pandemic — as China sales fell more than 12% and trade tariffs shaved 1.5 percentage points off its automotive margin. For a group that promised an 8–10% margin corridor, landing at 5.3% is…

Haye KestelooMar 12

Europe

Tesla’s February Europe Rebound Looks Strong Until You See the January It’s Being Compared To

February registration numbers from across Europe show Tesla posting some of its best year-on-year gains in months. Norway was up 75.6%, France up 55%, Spain up 74%, according to registration data published by Automotive World. On paper, that reads like a genuine recovery. The problem is the floor those numbers are measured against: January 2026…

Haye KestelooMar 3

Xiaomi

Xiaomi February EV Deliveries Drop to 20,000 as Next-Generation SU7 Enters Mass Production

February is always a short month in China, and Lunar New Year makes it shorter still. Factory shutdowns, travel, and disrupted logistics routinely cut monthly delivery figures by 30 to 50 percent for every Chinese automaker. So when Xiaomi posted February deliveries of more than 20,000 vehicles on its official Weibo account on Sunday, the…

Haye KestelooMar 2

Germany

Zeekr Launches In Germany With Three EVs That Undercut BMW And Mercedes

Chinese premium EV maker Zeekr officially began sales in Germany on Monday, bringing three electric models priced from €37,990 ($44,065) to the doorstep of BMW, Mercedes, and Volkswagen. We’ve been tracking China’s EV invasion of Europe for years, and this launch marks a pivotal escalation: a Geely-owned brand is now competing head-to-head with German automakers…

Haye KestelooDec 1

Lotus

Lotus Emeya Shatters EV Charging Records With 443 kW Peak But Can Technical Brilliance Save A Struggling Automaker?

The Lotus Emeya has set a new benchmark for production electric vehicle charging performance, reaching a peak rate of 443 kW during independent testing conducted by Lotus Al Ghanim in Kuwait. Using Lotus’s proprietary 450 kW DC ultra-fast charger, the hyper-GT completed a 10-80% charge in just 13 minutes and 35 seconds, even under extreme…

Haye KestelooNov 18

Zeekr

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