Every EVXL story tagged “Xiaomi” — newest first.
Ford is turning to French automaker Renault to develop two entry-level electric vehicles for Europe, abandoning its own platform as too expensive to compete with Chinese rivals, reports the WSJ. Why it matters: The deal marks Ford’s admission that it cannot build affordable EVs alone as Chinese brands capture 6.7% of the European market. The…
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.
The world’s largest EV maker just posted its worst sales streak in years, and it happened during what should have been the industry’s biggest buying rush. BYD Co. delivered 480,186 vehicles in November 2025, a 5.3% decline from the same month last year, according to Bloomberg. This marks the third consecutive month of year-over-year declines…
BYD just announced its third major recall of 2025, and the pattern is becoming impossible to ignore. China’s market regulator confirmed Friday that BYD will immediately recall 88,981 Qin PLUS DM-i plug-in hybrids over battery pack quality issues. The affected vehicles were produced between January 2021 and September 2023, according to Reuters. The issue stems…
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…
Tesla faces sales pressure in all three of the world’s biggest car markets simultaneously, with European registrations plunging 48.5% in October while industry-wide EV sales jumped 26%. The collapse comes as CEO Elon Musk has spent much of 2025 focused on robotics pursuits and winning shareholder approval for his freshly minted $1 trillion pay package.…
NIO just reversed four consecutive quarters of widening losses, posting its smallest quarterly deficit since 2022 as record vehicle deliveries and aggressive cost-cutting show the Chinese EV maker may finally be finding its footing in an industry where most competitors are hemorrhaging cash. The Shanghai-based automaker reported a Q3 net loss of RMB 3.48 billion…
A former General Motors executive who spent 12 years engineering America’s best-selling trucks just delivered a damning verdict on Tesla’s flagship SUV. Terry Woychowski, President of Caresoft Global and former GM Vice President, told Bloomberg that Xiaomi’s YU7 electric SUV has “bested” Tesla’s Model Y “in almost every way.” The assessment comes from one of…
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