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.
Xiaomi
Every EVXL story tagged “Xiaomi” — newest first.
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BYD
BYD Sales Drop for Third Month as Tax Credit Deadline Fails to Spark Buying Frenzy
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
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…
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…
Tesla
Tesla’s Global Sales Crisis Deepens: Europe Down 48.5%, China at 3-Year Low
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
NIO Narrows $490M Loss as Record Deliveries Signal Turnaround in China’s EV Bloodbath
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…
Model Y
Former GM VP Says Xiaomi YU7 Beats Tesla Model Y ‘In Almost Every Way’
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…
China
Foxconn Bets $3B On AI While Predicting China EV “Shakeout” Will Crush Unprofitable Startups
Foxconn Chairman Young Liu is placing a massive bet on artificial intelligence while stepping back from electric vehicles, predicting that China’s brutally competitive EV market will soon experience a devastating consolidation that forces unprofitable startups to disappear. The world’s largest contract electronics manufacturer plans to invest $2 billion to $3 billion annually in AI infrastructure…
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