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Every EVXL story tagged “China” — newest first.

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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…

Tesla

Tesla Megapack Powers New $30M Battery Storage Facility in Japan as Energy Business Booms

A new Tesla Megapack battery energy storage system has gone live in Sapporo, Japan, marking another expansion of the company’s utility-scale energy business at a time when its automotive division faces mounting pressure. Manoa Energy announced today the start of commercial operations for the Helios 50MW Battery Energy Storage System in Sapporo City, Hokkaido, Japan.…

California EV Drivers Face $490 Fines Starting Monday as Carpool Lane Perk Dies
California

California EV Drivers Face $490 Fines Starting Monday as Carpool Lane Perk Dies

The 60-day grace period is over, and California Highway Patrol officers are ready to write tickets. We’ve been tracking the systematic rollback of EV incentives for months, and Monday marks another painful milestone. Starting December 1, 2025, California’s 500,000-plus electric vehicle owners who enjoyed solo access to carpool lanes will face $490 minimum fines if…

BYD to Double European Dealers to 2,000 by 2026, Confirms Multi-Factory 'Localization' Strategy
BYD

BYD Recall 2025: 89,000 Qin PLUS Hybrids Hit By Battery Quality Problems

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…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
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…

Polestar

Polestar 3 Can Now Power Your Home For 10 Days: California Buyers Get $13,800 In Rebates

We’ve been tracking the bidirectional charging space closely, and Polestar just made a significant move that deserves attention. The Swedish-Chinese automaker announced a partnership with Canadian startup Dcbel to bring vehicle-to-home (V2H) capability to Polestar 3 owners in California, making the luxury SUV double as a home backup battery capable of powering a house for…

FedEx Bets $160M on EV Startup Founded by Veterans of Failed Companies
F-150 Lightning

FedEx Bets $160M on EV Startup Founded by Veterans of Failed Companies

The founders of Harbinger Motors have watched EV startups collapse from the inside. Now FedEx is betting they learned the right lessons. Harbinger Motors, a medium-duty electric truck chassis maker led by veterans of failed EV companies Faraday Future, Canoo, and CODA, just closed a $160 million Series C funding round co-led by FedEx. The…

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