This week on China EV Weekly, Emma and David break down the latest seismic shifts in the global electric vehicle landscape. We cover major regulatory changes, as China’s Commerce Ministry announces new EV export permits starting in twenty twenty-six to manage overcapacity and the domestic 'involution' price war.
The show's headlines include:
BYD’s Triumph in Europe: The Chinese automaker officially outsells Tesla in the EU for the second consecutive month, fueled by massive year-on-year growth and a strong PHEV strategy.
Tech Titans Unite: Huawei and GAC Group unveil Qijing, a new premium EV brand, marking a fresh approach to the auto-tech partnership model.
Xiaomi's Surge: Deliveries of the SU7 and YU7 are accelerating, with Deutsche Bank projecting a record-breaking September for the tech newcomer.
Global Trade Friction: We examine Canada’s 'informal' review of its EV tariffs and the aggressive, localized battery strategy of CATL in Europe, which is unveiling new fast-charging and long-range options to compete globally.
Finally, our in-depth segment analyzes BYD’s high-stakes global blitz. We dissect how the market leader is investing billions in overseas manufacturing, including the imminent launch of its new plant in Hungary, as it races to make its global expansion fast enough to counterbalance the intense pricing pressure and competition back home.
Full script:
https://mp.weixin.qq.com/s/6N4Ln69o_YUV2jBfjaTcGw