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- Tesla Adds AI Headlights and a Smart Trunk in Spring Update
New software released, currently available in the US and Canada
One of the key innovations is adaptive headlights. They automatically darken certain segments, preventing...Tesla Adds AI Headlights and a Smart Trunk in Spring UpdateMore
New software released, currently available in the US and Canada
One of the key innovations is adaptive headlights. They automatically darken certain segments, preventing oncoming traffic from being blinded and improving visibility in the dark
Another useful feature is remembering the opening height of the front and rear trunk depending on the location. This is especially convenient for garages with low ceilings. Alternative routes are now available in navigation: the fastest, the most equipped with infrastructure, and with a minimum number of stops.
Cybertruck owners will receive additional comfort in the autopilot and a warning system when leaving the lane. B-pillar cameras now record video for Sentry Mode and Dashcam, and the video player has a grid and faster access to the next recording
Further improved multimedia, including support for new languages, power for accessories, and integration with Amazon Music and YouTube Music.Post is under moderationStream item published successfully. Item will now be visible on your stream. - https://www.youtube.com/shorts/00105yyNOkk?feature=share
Tesla has begun using the FSD Unsupervised autopilot system to drive new electric vehicles at the Giga Texas plant
The car manufacturer Tesla has revealed that the...https://www.youtube.com/shorts/00105yyNOkk?feature=shareMore
Tesla has begun using the FSD Unsupervised autopilot system to drive new electric vehicles at the Giga Texas plant
The car manufacturer Tesla has revealed that the company's engineers have begun actively using the FSD (Full Self-Driving) Unsupervised autopilot system to drive new electric vehicles inside the perimeter at the Giga Texas plant as part of improving the automation and logistics system
The Model Y and Cybertruck electric vehicles move from the end of the production line to the shipping area, covering about 2 km through an area where people work, trucks drive and various other equipment moves.
According to the developers, the Tesla Full Self-Driving (FSD) Unsupervised system uses artificial intelligence. The AI system, based on neural networks and with the help of machine learning, uses data from onboard cameras and ultrasonic sensors of electric vehicles to safely move an almost continuous flow of cars without human interventionNew Tesla Model Y Drives Itself After Production! (FSD Unsupervised at Giga Texas)#automobilehttps://www.youtube.com/shorts/00105yyNOkk?feature=sharePost is under moderationStream item published successfully. Item will now be visible on your stream. - Why the Biggest Battery Company CATL is Betting Against Lithium.
- Technology
- Monday, 14 April 2025
- 52
Contemporary Amperex Technology Co. Limited (CATL), the world’s largest lithium-ion battery manufacturer, has dominated the electric vehicle (EV) battery market for years. With a 37% global market share in 2024 and partnerships with major...
MoreContemporary Amperex Technology Co. Limited (CATL), the world’s largest lithium-ion battery manufacturer, has dominated the electric vehicle (EV) battery market for years. With a 37% global market share in 2024 and partnerships with major automakers like Tesla, Volkswagen, and Ford, CATL’s influence is undeniable.
Yet, in a surprising pivot, the company is placing a significant bet against lithium, its core material, by heavily investing in sodium-ion battery technology. This shift has sparked curiosity and debate: why is the lithium giant hedging its bets on an alternative? Let’s explore the reasons behind CATL’s bold move and what it means for the future of energy storage.
The Lithium Legacy and Its Challenges
Lithium-ion batteries have been the backbone of the EV revolution, prized for their high energy density, which allows vehicles to travel farther on a single charge. CATL’s expertise in lithium-ion technology has made it a linchpin in the global push for electrification, powering millions of EVs and energy storage systems. However, lithium-ion batteries face persistent challenges that threaten their long-term dominance.
- First, cost and supply chain volatility are major hurdles. Lithium prices, while down from their 2022 peak, remain subject to wild swings due to mining constraints and geopolitical tensions. In early 2025, CATL’s partner, Jiangsu Lopal Tech Co., noted that lithium prices could fluctuate between $9,000 and $11,800 per ton in the near term, reflecting ongoing market instability. Over 60% of global lithium processing occurs in China, but rising export restrictions and trade disputes—such as U.S. tariffs and China’s proposed curbs on battery tech—complicate access to raw materials.
- Second, environmental and ethical concerns loom large. Lithium mining is water-intensive and often disrupts ecosystems, particularly in regions like South America’s Lithium Triangle. Reports estimate that producing one ton of lithium requires up to 500,000 gallons of water, raising red flags in water-scarce areas. Additionally, cobalt, a common component in lithium-ion batteries, is frequently linked to unethical mining practices, including child labor in the Congo.
Finally, performance limitations under extreme conditions, like low temperatures, reduce lithium-ion battery efficiency, a critical issue for EVs in colder climates. These challenges have pushed CATL to explore alternatives that could complement or even replace lithium-ion technology in certain applications.
Sodium-Ion: The New Contender
Enter sodium-ion batteries, CATL’s chosen alternative. Unlike lithium, sodium is abundant and inexpensive, derived from common salt and widely available globally. This makes sodium-ion batteries less vulnerable to supply chain disruptions and price volatility. CATL’s co-founder, Robin Zeng, made waves in a November 2024 Reuters interview by suggesting that sodium-ion batteries could capture up to half the EV battery market, a bold claim for a technology still in its early stages.
CATL isn’t just talking the talk. The company has already integrated sodium-ion technology into its Freevoy battery pack, a hybrid system combining lithium and sodium cells for long-range EVs. In 2025, CATL plans to launch a second-generation sodium-ion battery with an energy density exceeding 200 Wh/kg—a significant leap from the first generation’s 160 Wh/kg, though still below lithium-ion’s 300 Wh/kg benchmark. This progress signals CATL’s confidence in closing the performance gap.Why Sodium? CATL’s Strategic Calculus
CATL’s pivot to sodium-ion technology is driven by a mix of practical and strategic considerations, each addressing lithium’s vulnerabilities while positioning the company for long-term dominance.
Cost Advantage and Scalability
Sodium’s abundance translates to lower production costs. Unlike lithium, which requires complex mining and refining, sodium can be sourced sustainably with minimal environmental impact. For CATL, this means cheaper batteries for budget-conscious consumers and manufacturers, especially in markets like China, where EV adoption is surging. By 2024, China accounted for 11 million EV sales, a 40% year-on-year increase, and affordable sodium-ion batteries could accelerate this trend.
Diversifying Risk
CATL’s heavy reliance on lithium exposes it to market and geopolitical risks. The U.S. Department of Defense’s 2025 designation of CATL as a “Chinese Military Company” threatens its North American operations, while trade tensions could limit access to Western markets. Sodium-ion batteries, with their simpler supply chain, offer a hedge against such disruptions. CATL’s global expansion, including plants in Hungary and Spain, could leverage sodium-ion tech to sidestep lithium-related trade barriers.
Market Segmentation
Not every EV needs lithium-ion’s high energy density. Smaller vehicles, urban commuters, and grid storage systems can function effectively with sodium-ion’s lower density but superior affordability and safety. Sodium-ion batteries are less prone to thermal runaway, reducing fire risks—a key concern after high-profile lithium-ion battery fires. CATL’s Freevoy pack targets mid-range EVs, blending lithium’s range with sodium’s stability, showing how the two technologies can coexist.
Sustainability and Public Perception
As environmental regulations tighten, CATL faces pressure to reduce its ecological footprint. Sodium-ion batteries align with global sustainability goals, requiring less energy-intensive processing and avoiding cobalt’s ethical issues. By championing sodium, CATL can bolster its reputation as an innovator, appealing to eco-conscious consumers and investors.
The Road Ahead: Sodium’s Potential and Pitfalls
CATL’s sodium-ion gamble is not without risks. The technology’s lower energy density remains a barrier for long-range EVs, where lithium-ion still reigns supreme. While CATL’s second-generation sodium-ion battery shows promise, catching up to lithium’s performance will take years of R&D. Competitors like BYD, which holds a 17% market share and is also exploring sodium-ion, could challenge CATL’s lead if they innovate faster.
Moreover, the EV market’s growth isn’t guaranteed. A 2025 New York Times report highlighted how U.S. tariffs and a potential slowdown in EV demand could dampen battery investments. If sodium-ion fails to scale quickly, CATL risks diverting resources from its lithium-ion cash cow at a critical time.
Yet, CATL’s track record suggests it’s playing the long game. Its $5 billion Hong Kong listing in 2025 underscores its financial muscle, while partnerships with NIO, Sinopec, and Didi for battery-swapping networks show its knack for ecosystem-building. By integrating sodium-ion into these networks, CATL could create a self-reinforcing cycle of adoption.A Balanced Bet or a Bold Leap?
CATL’s shift toward sodium-ion batteries isn’t a rejection of lithium but a strategic diversification. Lithium-ion will likely dominate high-end EVs for the foreseeable future, but sodium-ion’s cost, safety, and sustainability advantages make it a compelling alternative for mass-market applications. CATL’s ability to innovate across both technologies positions it to weather market volatility and geopolitical storms.
The bigger question is whether sodium-ion can live up to Zeng’s lofty prediction of capturing half the market. If CATL’s second-generation battery delivers as promised, and if global EV adoption continues its upward trajectory, sodium-ion could redefine energy storage. For now, CATL’s bet against lithium reflects a pragmatic truth: in a rapidly evolving industry, even the biggest players must adapt to stay ahead.By balancing lithium’s proven strengths with sodium’s untapped potential, CATL is not just hedging its bets—it’s shaping the future of mobility. Whether sodium-ion becomes a game-changer or a niche player, CATL’s willingness to challenge its own dominance proves why it remains the world’s battery kingpin.
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- Tesla’s Problems Are Exaggerated, Analysts Say. Why the Stock Could Rebound.
- EV Market News
- Thursday, 10 April 2025
- 64
Tesla’s Problems Are Exaggerated, Analysts Say. Why the Stock Could Rebound.In recent months, Tesla, a leader in the electric vehicle market, has been under scrutiny due to a sharp decline in its stock price and...MoreTesla’s Problems Are Exaggerated, Analysts Say. Why the Stock Could Rebound.In recent months, Tesla, a leader in the electric vehicle market, has been under scrutiny due to a sharp decline in its stock price and a wave of negative headlines. Since the start of 2025, the company’s shares have dropped nearly 45%, sparking concern among investors. Supply chain issues, competition from Chinese manufacturers, and questions surrounding Elon Musk’s leadership have fueled perceptions of a crisis. However, several analysts argue that these challenges are overstated, and Tesla’s stock has a strong chance of rebounding. Let’s explore why.The Current Situation: What’s Weighing on Tesla?Tesla’s stock decline in 2025 stems from multiple factors. First, the company reported a drop in vehicle deliveries in the first quarter—down to 367,000 units, falling short of analysts’ expectations of around 457,000. This decline has been attributed to softening demand for premium electric vehicles amid high inflation and tighter economic policies. Second, competition has intensified, particularly from Chinese firms like BYD, which are ramping up production with the support of government subsidies. Lastly, Elon Musk’s political role as head of the Department of Government Efficiency (DOGE) under the Trump administration has raised concerns about potential conflicts of interest and distractions from Tesla’s core business.These issues have created a negative backdrop, amplified by protests against the company and Musk himself. Movements like TeslaTakedown, pickets at dealerships, and instances of vandalism targeting the Cybertruck have added fuel to the fire. Yet, analysts believe the market is overreacting to these developments.Why the Problems Are Overstated- Tesla’s Fundamentals Remain Strong Despite the temporary dip in deliveries, Tesla continues to lead the electric vehicle industry. The company has maintained profitability for multiple consecutive quarters and boasts one of the highest profit margins among automakers. Analysts at Finam note that the latest negative news is already priced into the stock, suggesting that the downside potential is limited. Moreover, Tesla forecasts revenue growth in 2025, which could serve as a catalyst to restore investor confidence.
- Innovation as a Growth Driver Tesla isn’t standing still. Its projects in autonomous driving (robotaxis) and humanoid robots (Optimus) remain focal points. Edison Yu of Deutsche Bank believes that deregulation in these areas under the Trump administration could give Tesla a competitive edge. If the company successfully launches robotaxis in 2026 as planned, it could unlock a new revenue stream that the market currently undervalues.
- China: Threat or Opportunity? While competition from China has grown, Tesla remains a key player in this critical market. Sales in China for February 2025 reached 30,688 vehicles—down from January but reflective of seasonal fluctuations rather than a structural decline. Government subsidies in China also indirectly boost demand for electric vehicles, including Tesla’s offerings. The company is adapting by offering competitive pricing and localizing production.
- Technical Perspective From a technical standpoint, Tesla’s stock is nearing support levels. Mark Newton of Fundstrat highlights that the $275 price point could serve as a springboard for a rebound. If this level holds, the stock may begin to recover. Historically, Tesla has shown resilience after corrections—for instance, following Trump’s 2024 election win, its shares doubled in just 29 trading sessions.
Why the Stock Could ReboundAnalysts largely agree that the current correction is temporary rather than a sign of long-term decline. Tesla’s average P/E ratio has fallen from its peak, making the stock more attractive to long-term investors. Invest Heroes, for example, recommends buying shares, anticipating a return to historical highs driven by meeting production targets and advancing the robotaxi initiative.Additionally, Elon Musk’s influence, despite controversies, remains a powerful factor. His political role could lead to lighter regulation in the U.S., benefiting Tesla. Adam Jonas of Morgan Stanley emphasizes that Musk’s clout has only grown recently, sustaining interest in the company.ConclusionTesla’s challenges are real but appear exaggerated by the market. The company faces short-term hurdles, yet its innovative potential, strong fundamentals, and adaptability suggest that this crisis is not an end but an opportunity for investors to buy the dip. If Tesla delivers on its revenue growth expectations and progresses with future-focused projects, its stock could not only rebound but exceed current projections. As history shows, counting Tesla out is rarely a wise move.
Post is under moderationStream item published successfully. Item will now be visible on your stream. - EV Charging Stations: The $355.33 Billion Market Powering the Electric Revolution.
- General
- Thursday, 10 April 2025
- 55
April 10, 2025 – Picture a world where filling up your car takes minutes, costs pennies, and leaves no carbon footprint. That’s the promise of the electric vehicle (EV) charging station market, projected to skyrocket to USD 355.33 billion...MoreApril 10, 2025 – Picture a world where filling up your car takes minutes, costs pennies, and leaves no carbon footprint. That’s the promise of the electric vehicle (EV) charging station market, projected to skyrocket to USD 355.33 billion by 2032, with a blistering 40.2% CAGR from its 2025 base of $33.36 billion, per Coherent Market Insights. As EVs flood roads globally, this infrastructure boom is less a trend and more a necessity—here’s why it’s set to transform transportation and beyond.The Drivers of GrowthThe numbers tell the story: EVs are no longer niche. With sales doubling yearly in key markets like China and Europe, the need for charging stations is exponential. Asia-Pacific leads, fueled by China’s 107.5% charger growth in 2023 alone, while the U.S. aims for 500,000 public stations by 2030 under NEVI. Government incentives—$7,500 tax credits in the U.S., $3,700 subsidies in Canada—spur adoption, but it’s the tech that’s supercharging demand. BYD’s 1,000 kW flash-charging (400 km in five minutes) and ChargePoint’s smart load management show how far we’ve come from clunky Level 1 plugs.The market splits into AC (75% share, ideal for homes) and DC fast charging (20%, surging for highways), with wireless tech gaining traction at 22.9% CAGR. Residential charging dominates at 62% of revenue, but commercial hubs—think Shell’s 40,000+ global points—are catching up fast. Posts on X buzz with excitement: “DC fast chargers are game-changers—no more waiting hours,” one user noted.Hurdles and OpportunitiesChallenges loom large. Grid strain in rural regions, installation costs (think $500,000 per site), and a patchwork of connector standards test the market’s mettle. Yet, solutions are emerging: AI-driven smart charging optimizes energy use, and partnerships like Volkswagen’s 36,000 European stations by 2025 show scale is achievable. The $355.33 billion forecast isn’t just revenue—it’s a lifeline for fleets, cities, and everyday drivers.The Big PictureBy 2032, this market could power a greener planet, cutting emissions as EVs hit critical mass (26 million projected in the U.S. alone by 2030). It’s a goldmine for innovators—think Tesla’s Superchargers or Delta Electronics’ scalable systems—and a lifeline for sustainability. The EV charging station market isn’t just keeping pace with EVs; it’s paving the way for a world where fossil fuels fade into history.
Post is under moderationStream item published successfully. Item will now be visible on your stream. - BYD e7 Sedan Unveiled in China with Official Images
April 10, 2025 – The BYD e7 sedan has made its debut in China through a set of official images released by the automaker. This electric vehicle (EV), featuring a...BYD e7 Sedan Unveiled in China with Official ImagesMore
April 10, 2025 – The BYD e7 sedan has made its debut in China through a set of official images released by the automaker. This electric vehicle (EV), featuring a 2,820 mm wheelbase and a 100 kW (134 hp) electric motor, is poised to hit the Chinese market soon, having secured its sales license earlier this year. As part of BYD’s e-series—known for affordable models tailored primarily for taxi fleets—the e7 now joins the broader Ocean series, alongside popular EVs like the Seal, Seal-U, and Dolphin.
The e7 marks the latest expansion of the e-series, blending practicality with BYD’s growing electric portfolio. With anticipation building, the company is ramping up excitement by sharing these official visuals, signaling the sedan’s imminent arrival on Chinese roads.
Post is under moderationStream item published successfully. Item will now be visible on your stream. - A new camouflaged Tesla Model 3 prototype has attracted a lot of attention despite its recent facelift as part of Project Highland. It is possible that Tesla is testing additional upgrades that could concern both the design and the technical...A new camouflaged Tesla Model 3 prototype has attracted a lot of attention despite its recent facelift as part of Project Highland. It is possible that Tesla is testing additional upgrades that could concern both the design and the technical stuffing.More
Among the possible changes is the installation of a new braking system similar to the one used in the updated Model Y. Also discussed is the return of the classic turn signals on the steering column at the request of owners who did not like the touch control.
Some believe that this could be a more affordable version of the Model 3, in the spirit of the cheaper Model Y Juniper. The exact goals are still unknown, but Tesla is intriguing again - and, as it turns out, is not going to back down from its achievementsPost is under moderationStream item published successfully. Item will now be visible on your stream. - Wuling Hongguang EREV Debuts as China’s Most Affordable Range-Extended Minivan
April 8, 2025 – SAIC-GM-Wuling (SGMW), General Motors’ Chinese joint venture, has introduced the Wuling Hongguang EREV, redefining affordability in the...Wuling Hongguang EREV Debuts as China’s Most Affordable Range-Extended MinivanMore
April 8, 2025 – SAIC-GM-Wuling (SGMW), General Motors’ Chinese joint venture, has introduced the Wuling Hongguang EREV, redefining affordability in the extended-range electric vehicle (EREV) segment. Priced from just 68,800 yuan ($9,400 USD), it claims the title of the cheapest range-extended minivan on the market, making this technology—once exclusive to premium brands like Li Auto and Aito—accessible to the masses.
The Hongguang EREV, launched under the popular Wuling brand, offers a remarkable mixed range of up to 1,000 km, complemented by a 50 km CLTC pure electric range. Available in a price range of 68,800 to 73,800 yuan ($9,400–$10,100 USD), this minivan brings practical, long-distance capability to budget-conscious families and small businesses. By blending a compact electric powertrain with a range-extending generator, SGMW has crafted a versatile, cost-effective solution that challenges the luxury-dominated EREV landscape, further cementing Wuling’s reputation for value-driven innovation in China’s bustling EV market.
https://ev.motorwatt.com/ev-manufacturers/wuling
Wuling - EV Databasehttps://ev.motorwatt.com/ev-manufacturers/wulingWuling: Pioneering the Future of Electric Car Craftsmanship The Genesis of a Giant Wuling stands tall as a beacon in the electric car manufacturing landscape, springing from an illustrious collaboration between giants such as SAIC Motor, General Motors, and Liuzhou Wuling Motors Co Ltd. Nestled in...Post is under moderationStream item published successfully. Item will now be visible on your stream. - BYD Qin L EV Surges in Popularity with Over 10,000 Orders in Debut Week
April 8, 2025 – BYD’s latest electric offering, the Qin L EV, has taken the mid-size sedan market by storm, racking up 10,089 orders within its first week of...BYD Qin L EV Surges in Popularity with Over 10,000 Orders in Debut WeekMore
April 8, 2025 – BYD’s latest electric offering, the Qin L EV, has taken the mid-size sedan market by storm, racking up 10,089 orders within its first week of launch, according to the company’s official Weibo post. This pure electric vehicle (EV) has emerged as a standout contender in the affordable family sedan segment, blending cutting-edge technology with a striking design at a compelling price point of 119,800 to 139,800 yuan ($16,500–$19,300 USD). Notably, it’s the first EV in the 100,000–150,000 yuan range to feature an 800V high-voltage system, setting a new benchmark for its class.
Built on BYD’s advanced e-Platform 3.0 Evo, the Qin L EV sports the company’s fresh “Loong (Dragon) Face” aesthetic, with dimensions of 4,720 mm in length, 1,880 mm in width, and 1,495 mm in height, riding on a generous 2,820 mm wheelbase. Compared to its hybrid sibling, the Qin L DM-i, the EV variant boasts a sleeker, more futuristic look, amplifying its all-electric persona.
Priced competitively, the Qin L EV comes in three trims, all equipped with BYD’s “God’s Eye” C (DiPilot 100) intelligent driving system—a rare inclusion at this price tier. The entry-level model features a rear-mounted permanent magnet synchronous motor producing 110 kW (148 hp) and 220 Nm of torque, paired with a 46.08 kWh Blade lithium iron phosphate battery. This setup delivers a CLTC range of 470 km (approximately 390 km in real-world conditions), making it a practical choice for daily commutes and beyond.
The Qin L EV’s early success underscores BYD’s dominance in the affordable EV space, blending innovation, style, and value to capture the attention of budget-conscious buyers seeking a modern electric sedan.
BYD Qin L EV Price and Review - EV Databasehttps://ev.motorwatt.com/ev-database/database-electric-cars/byd-qin-l-evExplore the 2025 BYD Qin L EV, an affordable electric sedan starting at $16,530 (€15,250), with a 545 km (338 mi) range, 56 kWh battery, and 215 hp motor. Packed with tech like DiLink, God’s Eye ADAS, and fast charging. Smart choice for budget-savvy EV buyers.Post is under moderationStream item published successfully. Item will now be visible on your stream. - Chinese Automakers Forge Ahead in Europe Despite Tariff Barriers
- EV Market News
- Tuesday, 08 April 2025
- 77
April 8, 2025 – As global trade tensions escalate, Chinese automakers are proving resilient, carving out a growing presence in Europe despite formidable tariff barriers imposed by the European Union. With strategic investments, localized...MoreApril 8, 2025 – As global trade tensions escalate, Chinese automakers are proving resilient, carving out a growing presence in Europe despite formidable tariff barriers imposed by the European Union. With strategic investments, localized production, and a focus on electric vehicles (EVs), companies like BYD, Chery, and SAIC are not only weathering the storm but also gaining ground in one of the world’s most competitive automotive markets.Tariff Challenges: A Rocky StartThe EU’s relationship with Chinese automakers has been strained since Brussels launched an anti-subsidy probe in 2023, concluding that state-backed Chinese EV manufacturers benefited from unfair advantages. In response, the European Commission imposed additional tariffs in June 2024, piling onto existing duties. BYD now faces a total tariff of up to 27%, Geely (owner of Volvo and Polestar) contends with 29%, and SAIC Motor (behind MG) shoulders a hefty 48%. These levies aimed to protect European manufacturers like Volkswagen, BMW, and Stellantis from a flood of low-cost Chinese EVs.The timing couldn’t have been worse for Europe’s auto giants, already grappling with sluggish demand and a costly shift to electrification. German carmakers, in particular, decried the tariffs, fearing retaliation from China—where they rely heavily on sales—would hit harder than the protection offered. Yet, far from retreating, Chinese automakers have doubled down on their European ambitions.Sales Surge Amid AdversityDespite the tariff headwinds, Chinese brands are making inroads. Data from early 2025 shows a remarkable 64% year-over-year sales surge in February 2024, capturing 4.1% of the European market—a figure that, while modest, signals growing consumer acceptance. BYD’s Atto 3 and Chery’s Omoda 5 have become familiar sights on European roads, while MG’s budget-friendly ZS EV continues to win over cost-conscious buyers. In Germany, Leapmotor registered 332 EVs in its debut month of March 2025, while BYD’s sales soared 335% month-over-month, per CarNewsChina data.This resilience stems from a potent mix of competitive pricing, advanced EV technology, and an ability to adapt to local tastes. Even with tariffs inflating costs, Chinese EVs remain cheaper than many European counterparts, appealing to buyers amid inflation-weary times.Localization: The Winning StrategyRather than rely solely on imports, Chinese automakers are investing heavily in Europe to sidestep tariffs and build trust. BYD broke ground on a $1 billion factory in Hungary in late 2024, with production slated for 2026, and is eyeing a second plant in Turkey. Chery has revived Spain’s dormant EBRO brand, partnering with local firm EV Motors to produce Omoda and Jaecoo models at a Barcelona facility starting in 2025—its first European manufacturing hub. SAIC, meanwhile, is exploring assembly options in Poland.These greenfield investments serve dual purposes: dodging import duties and signaling long-term commitment to European regulators and consumers. “Localization is key,” notes industry analyst Sam Fiorani of AutoForecast Solutions. “By producing locally, they’re not just cutting costs—they’re embedding themselves in the market.” Posts on X echo this sentiment, with users highlighting Chery’s Spanish revival and BYD’s Hungarian push as savvy moves to win local goodwill.Why Europe MattersEurope’s allure for Chinese automakers is clear: it’s the world’s second-largest EV market, with aggressive carbon-neutral targets and a consumer base eager for affordable green options. The EU’s 2035 ban on new combustion-engine vehicles amplifies demand, yet domestic manufacturers have struggled to deliver budget EVs at scale—a gap Chinese brands are eager to fill.Moreover, as U.S. President Donald Trump’s latest tariffs—hitting Chinese goods with a 34% levy atop a 20% base as of April 2025—slam the American market shut, Europe becomes an even more critical battleground. China’s commerce ministry, while vowing retaliation, has restarted talks with the EU to ease EV tariffs, hinting at a thaw in tensions (Washington Post, April 4). This pivot underscores Europe’s role as a lifeline for Chinese export growth.Competitive Edge and Challenges AheadChinese automakers bring distinct advantages: vertically integrated supply chains, dominance in battery production (e.g., CATL), and years of EV expertise honed in China’s cutthroat domestic market. Models like the BYD Seal and NIO ET5 offer ranges exceeding 500 km and fast-charging capabilities, rivaling premium European offerings at lower price points.Yet, challenges loom. Brand recognition remains a hurdle—names like Leapmotor and Xpeng lack the cachet of Tesla or BMW. Tariffs, while navigable through localization, still squeeze margins, and the EU’s regulatory scrutiny could tighten further if Chinese market share climbs. German officials, wary of job losses, have called for a tougher stance, with Chancellor Olaf Scholz lamenting U.S.-style tariffs as a “path of losers” (Reuters, March 27).A Broader Trade War ContextThe backdrop is a spiraling global trade war. Trump’s April 2 “Liberation Day” tariffs—10% baseline on all imports, plus reciprocal rates up to 54% on China—have triggered retaliatory levies worldwide, including China’s 34% duty on U.S. goods starting April 10 (Reuters, April 7). The EU, facing a 20% U.S. tariff, is countering with 25% duties on American products, complicating the landscape for all automakers. Ironically, this chaos may “level the playing field” for Chinese brands, as European and Japanese rivals face financial strain in the U.S., per analyst Fiorani (Al Jazeera, April 3).Looking ForwardChinese automakers are not just surviving Europe’s tariff barriers—they’re thriving. With sales climbing, factories rising, and a knack for turning adversity into opportunity, companies like BYD and Chery are rewriting the rules of the game. The EU may yet tighten the screws, but for now, China’s EV vanguard is forging ahead, proving that tariffs can slow, but not stop, their European ascent. As one X user quipped, “Chinese EVs are the cockroaches of the auto world—adaptable, relentless, and everywhere.” Hyperbole aside, their momentum is undeniable.
Post is under moderationStream item published successfully. Item will now be visible on your stream. - CATL in Talks to Take Over Nio Power’s Battery-Swapping Network.
According to Reuters, citing sources familiar with the situation, CATL, a top Chinese battery manufacturer, is currently negotiating to acquire a majority stake in Nio Power, the...CATL in Talks to Take Over Nio Power’s Battery-Swapping Network.More
According to Reuters, citing sources familiar with the situation, CATL, a top Chinese battery manufacturer, is currently negotiating to acquire a majority stake in Nio Power, the subsidiary of electric vehicle maker Nio that manages its widespread battery-swapping infrastructure. This move comes on the heels of CATL's March announcement, where the company revealed plans to potentially invest up to 2.5 billion yuan (approximately $342 million USD) in Nio Power.
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- China Imposes New Tax on American Goods in Response to Trump Tariffs.
Yesterday, the Chinese government announced a new 34% import tax on all goods from the United States, including vehicles, as a countermeasure to the...China Imposes New Tax on American Goods in Response to Trump Tariffs.More
Yesterday, the Chinese government announced a new 34% import tax on all goods from the United States, including vehicles, as a countermeasure to the recent tariff policies introduced by the Trump administration. Set to take effect on April 10, this move will significantly raise the cost of American sports cars like the Corvette C8 and the new 5.0-liter Mustang. The combined tax rate on the Corvette C8 Z06 is expected to reach 200%, pushing its price in China above $220,000, not including dealer markups.
Back in February, China had already increased tariffs by an additional 10% on U.S.-made vehicles with engines larger than 2.5 liters. This measure also affected German luxury models manufactured in the U.S., such as the BMW X6, X7, and Mercedes-Benz GLS-Class, which are among the top sellers in China’s luxury SUV market. In 2024, the Mercedes-Benz GLS sold 13,985 units, securing second place, while the BMW X7 recorded 7,331 units sold, placing it third.
The price of the Ford F-150 has also been heavily impacted by the new tariff, though its sales in China were already declining. In 2023, 4,954 units were sold, dropping to just 2,227 in 2024—a 50% decrease. Beyond pricing, this slump is largely attributed to the rise of Chinese luxury off-road models like BYD’s Yangwang U8 and GWM’s Shanhai Pao (also known globally as the GWM Cannon Alpha), which are gaining traction among domestic buyers.
The 34% import tax will deal a major blow to the import dealership business at Tianjin Port, China’s largest hub for imported luxury cars. In 2019, the port handled an annual import volume of 150,000 vehicles. However, with the rise of domestic luxury brands like Yangwang, sales plummeted to approximately 39,300 units in 2023. The latest tariffs will undoubtedly deliver yet another severe setback to an already struggling market.
Post is under moderationStream item published successfully. Item will now be visible on your stream. - Chinese Electric Vehicle Market News. reacted to this post about 1 week agoIn March 2025, Chinese electric vehicle (EV) brands showed mixed performance in Germany’s new car market. Xpeng saw a modest 9% sales китайский язык increase month-over-month, while BYD surged an impressive 335%. Nio, however, experienced a 16%...In March 2025, Chinese electric vehicle (EV) brands showed mixed performance in Germany’s new car market. Xpeng saw a modest 9% sales китайский язык increase month-over-month, while BYD surged an impressive 335%. Nio, however, experienced a 16% decline compared to the previous month. Newcomer Leapmotor made a strong debut, registering 332 EVs in its first month in Germany.More
Germany recorded 253,497 passenger car registrations in March, a 3.9% dip from the previous year. Battery electric vehicles (BEVs) accounted for 16.8% of the total, up 35.5% year-over-year, while plug-in hybrids (PHEVs) comprised 10.5%, soaring 65.8% from last year.
By comparison, US-based Tesla registered 2,229 vehicles in Germany during March, reflecting a steep 42.5% drop from the same period in 2024.
These figures are compiled by CarNewsChina, based on data from the German Federal Motor Authority, which tracks new car plate registrations nationwide.
Post is under moderationStream item published successfully. Item will now be visible on your stream. - China Launches World's First Autonomous Flying Taxi
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Beijing, April 6, 2025 – China has once again leapfrogged global competitors in the race for futuristic transportation, officially launching the world’s first commercial autonomous flying taxi service. The milestone, achieved by Guangzhou-based...MoreBeijing, April 6, 2025 – China has once again leapfrogged global competitors in the race for futuristic transportation, officially launching the world’s first commercial autonomous flying taxi service. The milestone, achieved by Guangzhou-based EHang Holdings in partnership with Hefei Hey Airlines, marks a historic step in urban mobility, with the EH216-S—a pilotless, two-seater electric vertical takeoff and landing (eVTOL) vehicle—now cleared for passenger operations.The service debuted this week in Hefei, Anhui Province, following regulatory approval from the Civil Aviation Administration of China (CAAC) in March 2025. Initial flights are offering urban sightseeing tours, whisking passengers over the city at speeds up to 100 km/h (62 mph) and altitudes of around 300 meters. A demonstration flight showcased the EH216-S cutting a typical one-hour car journey across Hefei to just seven minutes, highlighting its potential to revolutionize short-range travel.EHang’s autonomous taxi, powered by 16 electric rotors, operates without a human pilot, relying instead on advanced AI navigation, real-time traffic monitoring, and a network of ground-based control stations. The vehicle’s compact design—5.7 meters long with a 5.3-meter rotor span—allows it to land on small pads, making it ideal for dense urban environments. Certified as airworthy in late 2023, the EH216-S underwent rigorous testing, including over 40,000 trial flights, before earning its commercial wings.“This is a proud moment for China’s tech and aviation sectors,” said Hu Huazhi, EHang’s founder and CEO, at the launch event. “We’re not just flying taxis; we’re building the future of smart, sustainable cities.” The service’s initial fares are set at approximately 200 yuan ($28 USD) per ride, with plans to expand routes and reduce costs as production scales.China’s lead in this space contrasts with slower progress in the West, where companies like Joby Aviation and Archer Aviation are still navigating regulatory hurdles and aiming for commercial rollouts no earlier than 2026. Analysts attribute China’s edge to its streamlined approval processes and heavy state investment in new energy vehicles, a sector where it already dominates globally.The launch has sparked excitement and debate. Supporters hail it as a game-changer for reducing road congestion and emissions, while skeptics question safety and infrastructure readiness. EHang plans to deploy 50 EH216-S units in Hefei by year-end, with expansion eyed for Guangzhou, Shenzhen, and beyond. As the world watches, China’s flying taxis signal a bold new era in transportation—one that’s already airborne.
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- Alex Roy reacted to this post about 2 weeks agoTESLA MODEL Y BECOMES BEST-SELLER IN CHINA FOR MARCH 2025
Tesla's new Model Y is dominating China’s vehicle market.
With 43,370 units sold in March, the revamped all-electric crossover topped the charts as the best-selling BEV in the country.
...TESLA MODEL Y BECOMES BEST-SELLER IN CHINA FOR MARCH 2025More
Tesla's new Model Y is dominating China’s vehicle market.
With 43,370 units sold in March, the revamped all-electric crossover topped the charts as the best-selling BEV in the country.
Elon:
“We actually literally make the best-selling car on Earth of any kind.
That’s two years in a row.
And it’s going to be the best-selling car on Earth again this year.”
Despite a brief slowdown in deliveries, the Model Y’s success in China shows its global appeal.
Tesla continues to lead the way in electric vehicle innovation.
TESLA Model Y Juniper Price and Review - EV Databasehttps://ev.motorwatt.com/ev-database/database-electric-cars/tesla-model-y-2025-juniper?ic=1Discover the new 2025 TESLA Model Y Juniper with its redesigned look inspired by the Cybertruck. Enjoy enhanced comfort with ambient lighting, heated and ventilated seats, and advanced performance with 514 h.p. power. Explore the top features, price, and comparisons now.Post is under moderationStream item published successfully. Item will now be visible on your stream. - Post is under moderationStream item published successfully. Item will now be visible on your stream.