G6, P7+, XNGP and the robotaxi roadmap — XPeng’s software-first EVs, covered.
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…
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 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
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:…
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…
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
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…
Volkswagen has unveiled the ID. Unyx 08, a China-exclusive electric SUV that looks nothing like a traditional Volkswagen—and that’s exactly the point. The five-meter electric SUV, co-developed with Chinese EV maker Xpeng, represents the German automaker’s acknowledgment that it can’t beat Chinese competitors at their own game, so it’s joining them instead. The production version…
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