#  @China_EV_News @China_EV_News @China_EV_News posts on X about china, byd, youtube, tesla the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1796974887371948032/interactions)  - [--] Week [------] +2,974% - [--] Month [------] +2,673% - [--] Months [-------] +19,976% ### Mentions: [--] [#](/creator/twitter::1796974887371948032/posts_active)  - [--] Months [---] +960% ### Followers: [-------] [#](/creator/twitter::1796974887371948032/followers)  - [--] Week [---] -0.68% - [--] Month [---] +356% - [--] Months [---] +873% ### CreatorRank: [---------] [#](/creator/twitter::1796974887371948032/influencer_rank)  ### Social Influence **Social category influence** [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [countries](/list/countries) [stocks](/list/stocks) [finance](/list/finance) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [luxury brands](/list/luxury-brands) [formula 1](/list/formula-1) [currencies](/list/currencies) **Social topic influence** [china](/topic/china), [byd](/topic/byd) #647, [youtube](/topic/youtube), [tesla](/topic/tesla), [ai](/topic/ai), [xpeng](/topic/xpeng), [in the](/topic/in-the), [luxury](/topic/luxury), [xiaomi](/topic/xiaomi) #1205, [nio](/topic/nio) #1299 **Top accounts mentioned or mentioned by** [@only9built](/creator/undefined) [@koogle91417074](/creator/undefined) [@monikaschnitzer](/creator/undefined) [@xpnldegen](/creator/undefined) [@vinfastofficial](/creator/undefined) [@johnnybgoodedk](/creator/undefined) [@masayankazu](/creator/undefined) [@eyehubtoofrank](/creator/undefined) [@antiwokewar_](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [XPENG INC. (XPEV)](/topic/xpeng) [Li Auto Inc. (LI)](/topic/li-auto) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last [--] hours ""The [----] Haval DaGou is a masterclass in blending rugged utility with urban sophistication. Upgrades like the modular grille and smart cockpit make it a standoutproof that off-roaders dont have to compromise on tech or style." https://auto.gasgoo.com/news/202507/17I70429305C107.shtml https://auto.gasgoo.com/news/202507/17I70429305C107.shtml" [X Link](https://x.com/China_EV_News/status/1946588727050183040) 2025-07-19T15:11Z [--] followers, [--] engagements "🚗💡 Xiaomi EV: From smartphones to smart cars a bold new chapter begins. After [--] years of R&D and over [--] billion in investment Xiaomi officially entered the EV industry with a vision to create the ultimate smart vehicle. In March [----] the first model Xiaomi SU7 was launched a sporty electric sedan with: ⚡ [----] km/h in 2.78s ⚡ 800V fast charging ⚡ HyperOS + in-house autonomous driving system Now in [----] the second model Xiaomi YU7 has joined the lineup a spacious elegant electric sedan designed for family comfort and intelligent commuting. Both models showcase Xiaomi's full-stack" [X Link](https://x.com/China_EV_News/status/1951612605623361913) 2025-08-02T11:54Z [--] followers, [--] engagements "Xpeng's X9 isn't just another EVit's a 'new species' built on 2000+ test drives [--] countries and relentless innovation. If reliability had a benchmark this might be it. The MPV game is about to change. https://auto.gasgoo.com/news/202508/8I70431061C108.shtml https://auto.gasgoo.com/news/202508/8I70431061C108.shtml" [X Link](https://x.com/China_EV_News/status/1954222546154299901) 2025-08-09T16:45Z [--] followers, [--] engagements "The new XPeng P7 is here and it's not playing by the rulesno price reveal just pure confidence in its design and tech. With AI-driven smarts and a [-----] drag coefficient this EV is rewriting the playbook. Will the market agree https://auto.gasgoo.com/news/202508/7I70430908C109.shtml https://auto.gasgoo.com/news/202508/7I70430908C109.shtml" [X Link](https://x.com/China_EV_News/status/1954223275044995400) 2025-08-09T16:48Z [--] followers, [--] engagements "The NIO-led L90 is more than just a carit's a strategic play to dominate the mainstream EV market. With aggressive pricing and shared tech from NIO's arsenal it's set to challenge rivals like Li Auto and XPeng. But can it deliver the volume NIO desperately needs for its [----] targets https://auto.gasgoo.com/news/202508/6I70430736C501.shtml https://auto.gasgoo.com/news/202508/6I70430736C501.shtml" [X Link](https://x.com/China_EV_News/status/1954224425152508228) 2025-08-09T16:53Z [--] followers, [---] engagements "Xpengs Land Aircraft Carrier takes flightliterally. With a $250M boost and a unique fail-safe design this flying car isnt just sci-fi anymore. [----] cant come soon enough https://www.youtube.com/watchv=KwOrxzWQiW0 https://auto.gasgoo.com/news/202508/6I70430834C108.shtml https://www.youtube.com/watchv=KwOrxzWQiW0 https://auto.gasgoo.com/news/202508/6I70430834C108.shtml" [X Link](https://x.com/China_EV_News/status/1954225478019231766) 2025-08-09T16:57Z [--] followers, [--] engagements "ALL NEW The August wave of new energy vehicle launches is here and it's packed with innovationfrom Audi's sleek A5L Sportback to XPeng's futuristic P7. Which one will redefine the segment https://auto.gasgoo.com/news/202508/5I70430771C109.shtml https://auto.gasgoo.com/news/202508/5I70430771C109.shtml" [X Link](https://x.com/China_EV_News/status/1954226181013966884) 2025-08-09T17:00Z [--] followers, [--] engagements "Xpeng really went the distance with the X9 [--] million km of testing before launch is an insane commitment to reliability. That's how you build trust in a "new species" MPV. Eager to see it redefine the family EV market in Q4. https://www.youtube.com/watchv=3Ct_Sm8Njsc https://www.youtube.com/watchv=3Ct_Sm8Njsc" [X Link](https://x.com/China_EV_News/status/1956568558944821411) 2025-08-16T04:07Z [--] followers, [--] engagements "830KM Tesla's latest Model [--] maneuvers in China especially the Long Range RWD look like a strategic play to recalibrate market position. After a slight dip these refreshed offerings are clearly designed to reignite momentum and fend off increasing competition. https://auto.gasgoo.com/news/202508/12I70431249C501.shtml https://auto.gasgoo.com/news/202508/12I70431249C501.shtml" [X Link](https://x.com/China_EV_News/status/1956569721106735317) 2025-08-16T04:12Z [--] followers, [--] engagements "🚢 BYD's eco-fleet expands The 7th carrier "BYD ZHENGZHOU" docked in Jakarta carrying [----] NEVs. Named after BYDs Zhengzhou mega-factory this LNG-powered vessel cuts emissions & boosts supply chain control. With [--] ships deployed (8th coming soon) BYDs self-owned fleet has shipped 70k+ NEVs globally this year. Next stop: 8-ship fleet by [----] ⚡🌏 #GreenShipping #BYDGlobal https://m.youtube.com/shorts/diaTmo47vvM https://m.youtube.com/shorts/diaTmo47vvM" [X Link](https://x.com/China_EV_News/status/1957225360686510249) 2025-08-17T23:37Z [--] followers, [--] engagements "The spectacular scenes from China's September 3rd military parade are here Celebrating the 80th anniversary of the victory in the War of Resistance Against Japan and World Anti-Fascist War this parade showcased China's unwavering commitment to peace and its strong national defense capabilities. From precision marching to advanced weaponry every frame embodies strength and discipline. Salute to the heroes of the past and the guardians of today #ChinaMilitaryParade #VictoryDay #StrongChina" [X Link](https://x.com/China_EV_News/status/1963655319869075612) 2025-09-04T17:28Z [--] followers, [--] engagements "Buick's Zhijing L7 enters the luxury extended-range sedan battle with serious specs: 1420km total range sub-6s acceleration and city NOA. The established players just got some serious competition https://auto.gasgoo.com/news/202509/16I70433550C501.shtml https://auto.gasgoo.com/news/202509/16I70433550C501.shtml" [X Link](https://x.com/China_EV_News/status/1968007882043166819) 2025-09-16T17:43Z [--] followers, [--] engagements "Xpeng's G7 range-extender edition looks promising with 430km pure electric range - that's serious EV capability before the gas engine even kicks in. The [----] timeline gives them runway to refine what could be a compelling alternative to pure EVs. https://auto.gasgoo.com/news/202509/12I70433360C501.shtml https://auto.gasgoo.com/news/202509/12I70433360C501.shtml" [X Link](https://x.com/China_EV_News/status/1968014134836150347) 2025-09-16T18:08Z [--] followers, [--] engagements "Ora's first electric SUV arrives with 150kW power and optional lidar. After [--] months of sales declines this compact SUV could be the turnaround catalyst the brand desperately needs as monthly growth hits 21.47%. https://auto.gasgoo.com/news/202509/11I70433243C501.shtml https://auto.gasgoo.com/news/202509/11I70433243C501.shtml" [X Link](https://x.com/China_EV_News/status/1968014962414264639) 2025-09-16T18:11Z [--] followers, [--] engagements "Five-seat all-electric SUV Li Auto i6 officially launching on September 26" [X Link](https://x.com/China_EV_News/status/1969485099269046379) 2025-09-20T19:33Z [--] followers, [--] engagements "Holy moly BYD's Yangwang U9 just SMASHED the top speed record at [-----] km/h 🚀 Beat the Bugatti Chiron and costs maybe 1/10th the price. 🤯 The future is electric AND affordable 🤔 #Hypercar #EV #BYD #GameChanger" [X Link](https://x.com/China_EV_News/status/1969836199398527173) 2025-09-21T18:48Z [--] followers, [--] engagements "XPeng unveils [----] P7+ with all-electric and extended-range variants. The latest model expands powertrain options for the premium sedan lineup" [X Link](https://x.com/China_EV_News/status/2007108061941686744) 2026-01-02T15:13Z [--] followers, [--] engagements "Ford's new UEV platform looks perfect for Europe but they're hitting pause. The reason The staggering cost of going it alone. Instead they're leaning on Renault's platform. It's a clear sign: in today's EV race capital efficiency and smart partnerships trump grand solo platform ambitions. https://twitter.com/i/web/status/2007126506011853021 https://twitter.com/i/web/status/2007126506011853021" [X Link](https://x.com/China_EV_News/status/2007126506011853021) 2026-01-02T16:27Z [--] followers, [--] engagements "Toyota's Corolla refresh is a masterclass in playing defense. After six years they've stretched the wheelbase loaded it with tech and priced it aggressively. It's the old guard's calculated response to the EV and smart car onslaught. A fascinating pivot to watch" [X Link](https://x.com/China_EV_News/status/2007132908117733397) 2026-01-02T16:52Z [--] followers, [--] engagements "Ora's pivot from a niche 'for her' brand to a mainstream global player with the Ora [--] is a textbook case of industry evolution. The aggressive pricing and platform strategy are smart but the real test is reshaping brand perception in a brutally competitive segment" [X Link](https://x.com/China_EV_News/status/2007135220257190280) 2026-01-02T17:01Z [--] followers, [--] engagements "Ford is prioritizing capital efficiency over engineering vanity by delaying its UEV platform in Europe. Relying on Renault while the California team de-risks the tech at home is a disciplined move to counter Chinese competition without overextending the balance sheet" [X Link](https://x.com/China_EV_News/status/2007634232211075413) 2026-01-04T02:04Z [--] followers, [--] engagements "Wey is betting that the next stage of the NEV race is about cognitive performance. Integrating a VLA model with [---] TOPS of compute moves the Blue Mountain beyond simple automation into active reasoning. It is a sophisticated pivot for a family SUV where deep situational awareness is becoming the true luxury. https://twitter.com/i/web/status/2007648487182348482 https://twitter.com/i/web/status/2007648487182348482" [X Link](https://x.com/China_EV_News/status/2007648487182348482) 2026-01-04T03:01Z [--] followers, [--] engagements "Toyota is finally responding to the pressure by lowering the entry barrier for its most iconic nameplate. Sub-100k pricing and standardized ADAS represent a significant defensive pivot. In this climate even a global bestseller has to fight for its life with aggressive value" [X Link](https://x.com/China_EV_News/status/2007665684655026431) 2026-01-04T04:09Z [--] followers, [--] engagements "Electrifying the N-Box is the ultimate litmus test for the Japanese market. As the country's best-seller its transition by [----] will determine if local buyers are ready to plug in. Honda is leaning into a proven form factor but the timeline leaves room for BYD to move first" [X Link](https://x.com/China_EV_News/status/2007680168056528999) 2026-01-04T05:07Z [--] followers, [--] engagements "YU7 teardowns are the ultimate engineering flex. Lei Jun is weaponizing transparency to kill the "smartphone maker" stigma for good. 410k units in [----] proves the factory floor didn't buckle. That 550k target for [----] is blood in the water for every legacy mid-tier brand" [X Link](https://x.com/China_EV_News/status/2007889598014480529) 2026-01-04T18:59Z [--] followers, [--] engagements "Teslas crown didnt just slip; it was snatched. 1.6M vs 2.2M is a blowout that exposes the structural rot in a stale two-model strategy. BYDs vertical integration is now a noose for the rest of the industry. The next [--] months will be a bloodbath. Scaling is no longer the flexkeeping the metal fresh is. https://twitter.com/i/web/status/2007890071450755463 https://twitter.com/i/web/status/2007890071450755463" [X Link](https://x.com/China_EV_News/status/2007890071450755463) 2026-01-04T19:01Z [--] followers, [--] engagements "A million units is the survival floor not a trophy. NIO finally hit the mark by trading their high-end aura for ONVO and Firefly volume. The niche play is officially dead. Now theyre locked in a low-margin manufacturing war while carrying a massive infrastructure debt" [X Link](https://x.com/China_EV_News/status/2007998517055529400) 2026-01-05T02:12Z [--] followers, [--] engagements "BMW dropping 300k off MSRP is a death rattle not a strategy. Tesla is officially shrinking and BYDs year-end slump proves the volume ceiling is real. The hungry packXiaomi Xpeng Leapmotoris finally eating the giants. [----] will be a bloodbath for anyone still hiding behind a logo. https://twitter.com/i/web/status/2008014465883849012 https://twitter.com/i/web/status/2008014465883849012" [X Link](https://x.com/China_EV_News/status/2008014465883849012) 2026-01-05T03:15Z [--] followers, [--] engagements "Russia was a fever dream and the crash was overdue. The real move is the PHEV pivot in Europe to dodge the tariff guillotine. Weve stopped just shipping crates; were transplanting the entire industrial spine. If you arent building local by [----] youre already dead" [X Link](https://x.com/China_EV_News/status/2008047646037144008) 2026-01-05T05:27Z [--] followers, [--] engagements "The Galaxy V900 is Geelys calculated move to dominate the premium MPV space through software and range-extending utility. It targets the sweet spot of family needs by trading pure electric idealism for practical long-distance comfort. This is a formidable addition to the fleet" [X Link](https://x.com/China_EV_News/status/2008086287975354491) 2026-01-05T08:00Z [--] followers, [--] engagements "XPeng skipping L3 is the only honest play left. Nobody wants the liability nightmare of conditional autonomy. But that [----] chip tariff pause is a fuse not a truce. Were chasing robot fingers while the real war is surviving the 18-month window before the supply chain gets choked again. https://twitter.com/i/web/status/2008086728297627829 https://twitter.com/i/web/status/2008086728297627829" [X Link](https://x.com/China_EV_News/status/2008086728297627829) 2026-01-05T08:02Z [--] followers, [--] engagements "Fords $19B haircut is the death rattle of compliance cars. Western OEMs are fleeing to pistons because their BEV unit economics are a dumpster fire. BYD owns the only moat that matters. The next [--] months belong to the vertically integrated. The rest are just in liquidation mode. https://twitter.com/i/web/status/2008089124549578832 https://twitter.com/i/web/status/2008089124549578832" [X Link](https://x.com/China_EV_News/status/2008089124549578832) 2026-01-05T08:12Z [--] followers, [--] engagements "11 million chargers by [----] is a rounding error. Were scaling production volume while the grid is already redlining. V2G is no longer a R&D toy; it's the only way to avoid a total systemic collapse. Copper and transformers are the real bottleneck. Hardware is the easy part. Power orchestration is where the blood will flow. https://twitter.com/i/web/status/2008104300183187514 https://twitter.com/i/web/status/2008104300183187514" [X Link](https://x.com/China_EV_News/status/2008104300183187514) 2026-01-05T09:12Z [--] followers, [--] engagements "BYD just weaponized their scale. A [---] million unit ADAS fleet feeding [---] million kilometers of data daily is a structural wallop that makes BAICs frantic JVs look like desperate duct tape. [----] growth is cooling. The window to fix execution gaps is officially welded shut" [X Link](https://x.com/China_EV_News/status/2008360858116911355) 2026-01-06T02:11Z [--] followers, [--] engagements "Xiaomi just hit a historic milestone. 🏆 As of Dec [--] [----] Xiaomis market cap reached $131.49B surpassing BYD ($130.23B) to become the 3rd most valuable automaker globally. Only Tesla and Toyota are now ahead. The era of the "Tech-Car" is officially here. 🔋" [X Link](https://x.com/China_EV_News/status/2008375386288386130) 2026-01-06T03:09Z [--] followers, [--] engagements "Japans dominance is a rusted carcass. [--] million units isn't a vanity metric; its the sheer gravity of a vertically integrated ecosystem crushing legacy inertia. Watch Southeast Asia become a slaughterhouse over the next [--] months. Japans HEV hedging is now its death warrant" [X Link](https://x.com/China_EV_News/status/2008377163326910789) 2026-01-06T03:16Z [--] followers, [--] engagements "Leapmotor hitting 600k is a masterclass in mid-market violence. Theyve turned the 150k RMB segment into a slaughterhouse while the boutique brands choke on overhead. Xiaomis SU7 resale crash is the warning shot; the hype tax is expiring. Pure volume is a vanity metric if you can't protect your residuals from the bloodbath. https://twitter.com/i/web/status/2008394514088738838 https://twitter.com/i/web/status/2008394514088738838" [X Link](https://x.com/China_EV_News/status/2008394514088738838) 2026-01-06T04:25Z [--] followers, [--] engagements "The IPD honeymoon is over. Li Auto finally admitted that committee-led design is a death sentence when margins are thin and pure electric is stalling. Merging product lines is a brutal pivot. They are cutting the Huawei bloat to find the product soul they lost to bureaucracy" [X Link](https://x.com/China_EV_News/status/2008464026569994529) 2026-01-06T09:01Z [---] followers, [--] engagements "Honda is bleeding out on the vine. Blaming Nexperia for another GAC delay is just a polite way to admit their legacy procurement is brittle as glass. There is blood in the water. While they scramble for scraps local NEV players are rewriting the rules. This is terminal decay" [X Link](https://x.com/China_EV_News/status/2008481338358485022) 2026-01-06T10:10Z [--] followers, [---] engagements "That 21% Thai bounce is pure channel stuffing. Chinese OEMs are dumping metal to hit year-end production quotas masking a brutal 11% drop in exports. Toyota is finally panic-launching the electric Hilux to stop the rot. The old 1M-unit glory days are dead. This is a survival pivot. https://twitter.com/i/web/status/2008497357068066936 https://twitter.com/i/web/status/2008497357068066936" [X Link](https://x.com/China_EV_News/status/2008497357068066936) 2026-01-06T11:14Z [--] followers, [--] engagements "Li Autos miss is the structural alarm bell weve been waiting for. Chasing EREV dividends finally hit a ceiling while their BEV pivot looks like expensive execution debt. The real winners stopped playing the premium game and started weaponizing efficiency. Leapmotor is gutting the middle market through vertical integration and Xiaomi has successfully turned the vehicle into a high-margin peripheral. If you don't own the stack or the ecosystem by [----] you're just a donor to the survivors. https://twitter.com/i/web/status/2008526057394389480 https://twitter.com/i/web/status/2008526057394389480" [X Link](https://x.com/China_EV_News/status/2008526057394389480) 2026-01-06T13:08Z [---] followers, [--] engagements "Hyundai admitting [----] for Atlas is the first honest signal in this humanoid arms race. Tesla's [----] target is pure hopium. The real friction isn't the hardwareit's the union standoff and the messy reality of factory floor integration. Were finally moving from viral demos to the slow expensive slog of deployment. https://twitter.com/i/web/status/2008543727418307006 https://twitter.com/i/web/status/2008543727418307006" [X Link](https://x.com/China_EV_News/status/2008543727418307006) 2026-01-06T14:18Z [--] followers, [--] engagements "Physical buttons are back. VW is finally paying down its design debt but that 200k RMB price tag is a non-starter. This isn't a product launch; it's a structural retreat. They've lost the cost war to Chinese vertical integration and are packaging high overhead as premium retro to hide a massive execution gap. https://twitter.com/i/web/status/2008705427027198182 https://twitter.com/i/web/status/2008705427027198182" [X Link](https://x.com/China_EV_News/status/2008705427027198182) 2026-01-07T01:01Z [--] followers, [--] engagements "January [----] marks the definitive arrival of the range-extension era. XPengs pivot to 1700km EREVs proves that pure battery tech is no longer the only path to the premium market. While legacy brands focus on refinement the new leaders are those who treat range as a utility rather than a limitation. https://twitter.com/i/web/status/2008705446753009668 https://twitter.com/i/web/status/2008705446753009668" [X Link](https://x.com/China_EV_News/status/2008705446753009668) 2026-01-07T01:01Z [--] followers, [---] engagements "Audi is reviving the design logic of the original A2 for the Q2 e-tron favoring aerodynamic utility over typical SUV styling. Integrating the MEB+ architecture suggests a serious commitment to efficiency and range. It is a calculated pivot for an entry-level luxury segment" [X Link](https://x.com/China_EV_News/status/2008718110522831357) 2026-01-07T01:51Z [--] followers, [--] engagements "The hardware-only Tier [--] model is on life support. Schaeffler is tethering its iron to Neusofts code to avoid becoming a 'dumb pipe' as OEMs ditch anyone without a production-ready stack. Its a survival pivot. Legacy pride is dead. Localized speed is the only currency left" [X Link](https://x.com/China_EV_News/status/2008738561785561590) 2026-01-07T03:12Z [--] followers, [--] engagements "EREVs in Austria is the sound of Xpeng finally killing its darlings. That 430km electric range on a hybrid is a brutal assault on the one-car family logic that still rules the continent. Graz is the tariff bypass. With [----] TOPS under the hood they arent just selling metal" [X Link](https://x.com/China_EV_News/status/2008811284419260672) 2026-01-07T08:01Z [--] followers, [--] engagements "Infineon and Flex are finally commoditizing the SDV brain. This dev kit is a blunt bypass for legacy OEMs still drowning in wiring harness bloat and decentralized ECU debt. The hardware-software abstraction is hardening into a standard. If your [----] SOP still relies on domain silos you are building a brick. The silicon-to-chassis path is no longer a luxury. https://twitter.com/i/web/status/2008844352001609821 https://twitter.com/i/web/status/2008844352001609821" [X Link](https://x.com/China_EV_News/status/2008844352001609821) 2026-01-07T10:13Z [--] followers, [--] engagements "Legacy map bloat is finally hitting the wall. This SDK is a survival move to stop OEMs from dumping TomTom for lean in-house stacks. Theyre pivoting from being the premium gatekeeper to a modular component supplier. Its a desperate race to stay relevant in a world where basic ADAS mapping is becoming a low-margin commodity for regulatory check-boxes. https://twitter.com/i/web/status/2008858543894741372 https://twitter.com/i/web/status/2008858543894741372" [X Link](https://x.com/China_EV_News/status/2008858543894741372) 2026-01-07T11:09Z [--] followers, [--] engagements "Lei Jun is done with the boutique performance phase. The 75kWh Kunlun SUV is a surgical strike on Li Autos family-wagon monopoly. Hes skipping the hybrid training wheels and using massive battery buffers to make the current crop of range extenders look like relics" [X Link](https://x.com/China_EV_News/status/2008876040664605110) 2026-01-07T12:19Z [---] followers, [--] engagements "Zeekr is torching its brand equity to plug a margin leak. Reneging on tax subsidies while fighting a 2-billion-yuan battery lawsuit smells like a structural cash panic. When a premium player treats early adopters as disposable the growth story is dead. Geely isn't just consolidating; they're performing emergency surgery on a failing experiment. https://twitter.com/i/web/status/2008890807030620510 https://twitter.com/i/web/status/2008890807030620510" [X Link](https://x.com/China_EV_News/status/2008890807030620510) 2026-01-07T13:17Z [--] followers, [--] engagements "This is a survival pact not a breakthrough. Lucid is drowning in inventory and needs to unload metal to justify the Gravitys cap-ex. Uber plays middleman while Nuro finally tries to move more than just pizza. Theyre cobbling together a stack to avoid being liquidated by Waymo" [X Link](https://x.com/China_EV_News/status/2009067897877102886) 2026-01-08T01:01Z [--] followers, [--] engagements "The Ultium dream is officially a graveyard. LGES eating a trillion won in idle costs while Detroit runs back to tailpipes is a total betrayal of the supply chain. Canceling [----] trillion in orders isn't a pivot; it's a liquidation. Now they're praying for ESS to plug the hole. The subsidy-led gold rush is over and the bag-holders are all Korean. https://twitter.com/i/web/status/2009085460128387585 https://twitter.com/i/web/status/2009085460128387585" [X Link](https://x.com/China_EV_News/status/2009085460128387585) 2026-01-08T02:11Z [--] followers, [--] engagements "Nios 50% growth target is a reckless capex gamble. Doubling down on [-----] swap stations is a terminal sinkhole while Aito is sucking the oxygen out of the room with the M7. Henans toll cuts for EV and H2 trucks are the only real structural signals for heavy-duty logistics right now. https://twitter.com/i/web/status/2009100200275857821 https://twitter.com/i/web/status/2009100200275857821" [X Link](https://x.com/China_EV_News/status/2009100200275857821) 2026-01-08T03:09Z [--] followers, [--] engagements "Xiaomi is finally paying the "internet tax" for treating cars like disposable handsets. Lei Juns teardown theater can't mask the structural debt piling up in their supply chain. 550k units isn't a target; its a suicide mission if they keep treating safety like a beta test" [X Link](https://x.com/China_EV_News/status/2009113548631494710) 2026-01-08T04:02Z [--] followers, [--] engagements "Watching Dreame pivot from high-speed vacuum motors to an 1800-horsepower supercar is a masterclass in hardware scaling. The Nebula Next [--] isn't just for show; placing their production hub right next to Tesla in Berlin signals a direct challenge to the established EV power structure. https://twitter.com/i/web/status/2009173429778538834 https://twitter.com/i/web/status/2009173429778538834" [X Link](https://x.com/China_EV_News/status/2009173429778538834) 2026-01-08T08:00Z [--] followers, [--] engagements "The 'New Force' era is dead. Whats left is a brutal margin war where efficiency is the only oxygen. [----] is the meat grindertax breaks vanish and the cost-of-capital reality hits. Li Auto is printing cash but Nio is still redlining its balance sheet on a service moat that feels like a tombstone. https://twitter.com/i/web/status/2009447098966827342 https://twitter.com/i/web/status/2009447098966827342" [X Link](https://x.com/China_EV_News/status/2009447098966827342) 2026-01-09T02:08Z [---] followers, [--] engagements "BYD just broke Teslas back in Germany. A 50% sales crater for Elon while BYD scales 8x is the structural collapse of the old guard. CES proves the car-only model is a dead end; the pivot to Physical AI shows margins on four wheels are being slaughtered. Xiaomis [----] refresh at 230k confirms the math. Move at smartphone speed or youre legacy junk. https://twitter.com/i/web/status/2009463578651472211 https://twitter.com/i/web/status/2009463578651472211" [X Link](https://x.com/China_EV_News/status/2009463578651472211) 2026-01-09T03:13Z [--] followers, [--] engagements "9.0 Gbps is overkill for a dashboard but its the bare minimum for an L3 sensor loop. MediaTek and Quectel are finally building the plumbing the software-defined car actually needs. The pin-to-pin compatibility is the real win here. It stops the endless board redesigns that have been bleeding Tier 1s dry. Were finally seeing the hardware catch up to the autonomy hype. https://twitter.com/i/web/status/2009477024017207464 https://twitter.com/i/web/status/2009477024017207464" [X Link](https://x.com/China_EV_News/status/2009477024017207464) 2026-01-09T04:07Z [--] followers, [--] engagements "The Shangjie Z7 signals a pivot from utility to aesthetics for the Huawei-SAIC partnership. Labeling this the style leader of the HIMA family is a sharp move to find breathing room in a crowded ecosystem. In a sea of shared tech design is often the only real anchor" [X Link](https://x.com/China_EV_News/status/2009535907452604792) 2026-01-09T08:01Z [--] followers, [--] engagements "BYD is a wrecking crew. Seeing 200% growth in Europe while Tesla and Geely bleed out is the only data point that matters. The era of shipping JV leftovers from China to the world is over; the rot is clear in the North American and Middle East numbers. Scale is easy. Surviving the pivot to local manufacturing is the only real bet left. https://twitter.com/i/web/status/2009551159820788030 https://twitter.com/i/web/status/2009551159820788030" [X Link](https://x.com/China_EV_News/status/2009551159820788030) 2026-01-09T09:01Z [--] followers, [--] engagements "BYDs Mexico surge is a frantic inventory dump to beat the January tariff wall. Its a hedge not organic growth. Meanwhile Chery is building a massive untouchable moat in the Middle East with 48k units. Theyre owning the sand while the big names fight over scraps in the West. The global map is splitting. https://twitter.com/i/web/status/2009564594898080014 https://twitter.com/i/web/status/2009564594898080014" [X Link](https://x.com/China_EV_News/status/2009564594898080014) 2026-01-09T09:55Z [--] followers, [--] engagements "@Koogle91417074 @MonikaSchnitzer The erev is just a transitional tech and while it has value in areas where infrastructure is not good enough it will be forgotten as solid-state batteries and superchargers become popular" [X Link](https://x.com/China_EV_News/status/2009776960986357952) 2026-01-09T23:59Z [--] followers, [--] engagements "BMW's 300k discount is a flag of surrender. The [----] bloodbath is a mass liquidation for a market that can't breathe without state life support. The subsidy high is over. We're entering a terminal inventory crisis that no financing game can fix" [X Link](https://x.com/China_EV_News/status/2009790503701934194) 2026-01-10T00:52Z [--] followers, [--] engagements "The state-sponsored party is over. [----] is starting with a desperate dash for the exits as subsidies evaporate. BMW slashing 300k off flagships proves legacy prestige is just dead weight now. This isn't a price war. It's a structural liquidation of anyone without a tech moat" [X Link](https://x.com/China_EV_News/status/2009792626963198272) 2026-01-10T01:01Z [--] followers, [--] engagements "Xpeng finally traded the pure-EV ego for global survival. EREV is a cold-blooded hedge against charging deserts. VLA and custom silicon are the real bets. If this Physical AI pivot doesn't scale they've built a house of cards" [X Link](https://x.com/China_EV_News/status/2009804347811791223) 2026-01-10T01:47Z [--] followers, [--] engagements "He Xiaopeng finally buried the pure EV purist ego. The pivot to range extenders is a cold-blooded admission that global charging infra is broken. By tying the fleet to the Turing chip Xpeng is treating the car as a mere shell for a physical AI organism. This is a structural bet that silicon will eventually outrun sheet metal. https://twitter.com/i/web/status/2009806915199770769 https://twitter.com/i/web/status/2009806915199770769" [X Link](https://x.com/China_EV_News/status/2009806915199770769) 2026-01-10T01:58Z [--] followers, [--] engagements "Xpeng is fleeing the EV bloodbath for a robotics hail mary. Flying cars wont fix broken unit economics. Xiaomis 550k target is a death march. Supply chain debt will bite them before the volume arrives. Teslas 5M drives is the only ground truth. Scale is the only moat" [X Link](https://x.com/China_EV_News/status/2009818742201692470) 2026-01-10T02:45Z [--] followers, [--] engagements "XPeng finally blinked. Rolling out EREV variants for the G7 and P7+ is a total capitulation to market reality no matter how much "Physical AI" smoke they blow. With industry margins rotting at [---] percent humanoids are a side show. The [----] meat grinder only cares about unit cost. https://twitter.com/i/web/status/2009820245968793618 https://twitter.com/i/web/status/2009820245968793618" [X Link](https://x.com/China_EV_News/status/2009820245968793618) 2026-01-10T02:51Z [--] followers, [--] engagements "BMWs record US sales hide a complex shift in buyer behavior. As tax credits vanished the surge in PHEVs at the expense of pure electric models proved that even premium consumers are prioritizing flexibility. The Neue Klasse launch is no longer just a milestone; it is a necessary course correction for the brand. https://twitter.com/i/web/status/2009912409956516000 https://twitter.com/i/web/status/2009912409956516000" [X Link](https://x.com/China_EV_News/status/2009912409956516000) 2026-01-10T08:57Z [--] followers, [--] engagements "Valeo is selling a regulatory shield not innovation. Eye-tracking and helmet sensors are just more BOM bloat to satisfy Euro NCAP. The next two years will be a race to the bottom on integration. If your stack isn't silicon-agnostic youre legacy weight" [X Link](https://x.com/China_EV_News/status/2009942125706916236) 2026-01-10T10:55Z [--] followers, [--] engagements "The legacy rot is accelerating. Honda and BMW are bleeding out while BYD drops a 210km range guillotine on entry compacts for under 90k. [----] is a war of attrition. Pure-play assemblers are dead; only the vertically integrated will survive this margin squeeze" [X Link](https://x.com/China_EV_News/status/2009971480583602453) 2026-01-10T12:51Z [--] followers, [--] engagements "Domestic brands at 65% share isn't a trend; it's a conquest. Mainstream JVs are fossils with 8% NEV penetration. [----] is a hangover. Its a race to dump inventory before the July safety pivot. Growth is dead; survival is the only play" [X Link](https://x.com/China_EV_News/status/2010253186930790568) 2026-01-11T07:31Z [--] followers, [--] engagements "That [--] billion credit line is a war chest for the hardware meat grinder. Forget the AI buzzwords. This is about staying liquid while scaling iron. Xpeng is finally graduating to heavy industry. Theyve bought their seat for the brutal consolidation ahead" [X Link](https://x.com/China_EV_News/status/2010262078947504132) 2026-01-11T08:06Z [--] followers, [--] engagements "Forget the screens. Adayo is moving past the dash and into the guts of Huaweis E-powertrain. This is a Tier-0.5 play. The old Tier-1 model is bleeding out. Only those fusing heavy casting with smart logic will survive this cycle" [X Link](https://x.com/China_EV_News/status/2010268001631879212) 2026-01-11T08:30Z [--] followers, [--] engagements "Li Shufu is gutting the ICE deadwood in Taizhou. This high-end pivot is a survival move to keep those factories from turning into rust. Proximity is the last moat. If these suppliers don't pivot by [----] the cost curve will bury the whole cluster" [X Link](https://x.com/China_EV_News/status/2010282759747760162) 2026-01-11T09:28Z [--] followers, [--] engagements "Verge is running a classic valuation shell game. Claiming 100k cycles and zero lithium while majors bleed out in R&D is a total insult to the supply chain. Its not a product launch. Its lab-grown vaporware designed to keep the VC lights on until 2026" [X Link](https://x.com/China_EV_News/status/2010536735529431269) 2026-01-12T02:18Z [--] followers, [--] engagements "The direct-sales cult is dead. Burning millions on mall rent was a vanity project. Now OEMs are dumping inventory risk onto dealers just to stay liquid. The next [--] months will bury brands that used "direct" as a mask for broken math" [X Link](https://x.com/China_EV_News/status/2010552011125850354) 2026-01-12T03:18Z [--] followers, [--] engagements "Xiaomis 39k YU7 volume is a brutal reality check. Its not a car; its an ecosystem flywheel eating the lunch of every legacy OEM. The Accord and CR-V are officially zombies. The blood is in the water and Tesla is the only ceiling left" [X Link](https://x.com/China_EV_News/status/2010568008440455670) 2026-01-12T04:22Z [--] followers, [--] engagements "Jensen is finally blowing up the black box. Dumping training data is a ruthless move to stop OEMs from chasing their own silicon dreams. Transparency is now a weapon. If you can't audit the logic your stack is dead. The ADAS moat is evaporating" [X Link](https://x.com/China_EV_News/status/2010624531669619015) 2026-01-12T08:06Z [--] followers, [--] engagements "Geely folding Zeekr back in signals the end of the brand-spinning ego era. Vanity labels are dead. Survival now means pruning duplicate R&D to fight for 4% margins. If you don't integrate your own house Huawei will swallow your roadmap" [X Link](https://x.com/China_EV_News/status/2010638819121602708) 2026-01-12T09:03Z [--] followers, [--] engagements "Stellantis finally killed the P2 ghost. That architecture was a fire-prone band-aid that simply cannot compete with Chinas P1+P3 efficiency. Retreating to EREVs is a survival move to dump years of design debt. The gearbox-heavy PHEV is officially a legacy relic" [X Link](https://x.com/China_EV_News/status/2010652939908780441) 2026-01-12T09:59Z [--] followers, [--] engagements "Lei Jun smells blood. The SU7 is a structural pivot away from Teslas aging logic. BYDs 220km PHEV range is a siege engine built to starve entry-level BEVs. The liability shift begins as L3 hits driveways. Ground truth finally beats the PPT" [X Link](https://x.com/China_EV_News/status/2010669834833736019) 2026-01-12T11:06Z [--] followers, [--] engagements "The Luxeed V9 proves the high-end MPV segment is no longer just about seat leather but compute power and spatial intelligence. Between the 180-degree rotating cabin and the L3-ready sensor suite HIMA is betting that the boardroom of the future belongs on four wheels" [X Link](https://x.com/China_EV_News/status/2010879804963504416) 2026-01-13T01:01Z [--] followers, [--] engagements "2.3M units is a red herring. Its a 2W street fight cannibalizing low-end ICE while 4W OEMs stay stuck in the mud. Charging scarcity is the real execution gap. Fix the swapping mess or this momentum hits a hard ceiling by 2027" [X Link](https://x.com/China_EV_News/status/2010884238539989288) 2026-01-13T01:18Z [--] followers, [--] engagements "The Luxeed V9 is the final nail in the coffin for pure BEV land yachts. Huawei is doubling down on EREVs to fix the living room physics. Expect blood in the water by [----]. Rear steering won't save a 500k sofa that's afraid of the charger" [X Link](https://x.com/China_EV_News/status/2010897371530698879) 2026-01-13T02:11Z [--] followers, [--] engagements "Guoqi Zhikong ditching urban L4 for airport shuttles is a survival pivot. They stopped chasing vaporware to grab a real purchase order. The next two years will be a graveyard for any shop that hasn't found a boring niche to operationalize" [X Link](https://x.com/China_EV_News/status/2010986843249234189) 2026-01-13T08:06Z [--] followers, [--] engagements "600 test mules proves theyre terrified of a buggy launch. This collab is a forced marriage between Huawei's software speed and GAC's legacy inertia. A niche shooting brake in this bloodbath is a gamble. It's the ultimate stress test for Huawei's ecosystem" [X Link](https://x.com/China_EV_News/status/2011004042290643095) 2026-01-13T09:15Z [--] followers, [--] engagements "Geely hiding behind Volvos South Carolina plant is pure supply chain arbitrage. It is a shell game to dodge the tariff wall. The metal is easy. Scrubbing Chinese code to beat the [----] software ban is the real bloodbath for Zeekr" [X Link](https://x.com/China_EV_News/status/2011034476269510960) 2026-01-13T11:15Z [--] followers, [--] engagements "Forget the agent hype. GWM is just admitting that touchscreens were a decade-long UI failure. The real bloodbath starts in [----] when 300Tops becomes the entry fee. Everything else is just heavy software choking on legacy silicon" [X Link](https://x.com/China_EV_News/status/2011049168333390188) 2026-01-13T12:14Z [--] followers, [--] engagements "18 million units is a collective hallucination. The domestic market is a zero-sum cage match. HIMA and Leapmotor chasing seven-figure volume is pure volume-drunk aggression. Great Walls retreat to margin is the only sober play. The inventory pile-up will trigger price wars that shred the laggards. https://twitter.com/i/web/status/2011064382588068345 https://twitter.com/i/web/status/2011064382588068345" [X Link](https://x.com/China_EV_News/status/2011064382588068345) 2026-01-13T13:14Z [--] followers, [--] engagements "Tesla is gutting the Model Y to feed European fleets. Stripping the glass roof and audio is a tactical retreat to salvage margins. By hunting Corollas in Manila with base specs the premium mirage is dead. The next [--] months will be a commodity brawl" [X Link](https://x.com/China_EV_News/status/2011246647842652614) 2026-01-14T01:19Z [--] followers, [--] engagements "Geely's $45M top-up is a survival tax. When 77% of your fleet is locked into one silicon stack you pay to keep the digital spine from snapping. The VW deal is the real test. ECARX must break the Geely gravity well or stay a high-burn subsidiary" [X Link](https://x.com/China_EV_News/status/2011263589425049810) 2026-01-14T02:26Z [--] followers, [--] engagements "HUD boxes are a packaging nightmare. These oversized black holes in the dashboard are pure design debt eating up cabin volume. USTCs holography play finally attacks the physics. Focal-switching lag will be the filter for premium tiering within [--] months" [X Link](https://x.com/China_EV_News/status/2011276567796990083) 2026-01-14T03:17Z [--] followers, [--] engagements "Narrative debt is the new exit play. Claiming vacuum motor tech scales to a Bugatti-killer is pure equity bait for a cooling market. The Tier-1 reality is a brutal filter. The next [--] months will bury those treating car-grade safety like a consumer appliance" [X Link](https://x.com/China_EV_News/status/2011291961567953085) 2026-01-14T04:19Z [--] followers, [--] engagements "The BBA halo is dead. Losing 260k units in a year isn't a market dip; it's a structural eviction. Outsourcing brains to Huawei is a total white flag. They aren't selling status anymore; they're just buying time while the brand equity bleeds out" [X Link](https://x.com/China_EV_News/status/2011323570459439427) 2026-01-14T06:24Z [--] followers, [--] engagements "Tesla is trading prestige for utility in Europe and the Philippines. Stripping the Model Y of its premium features to maximize range signals a pivot toward fleet operators and cost-conscious buyers. For the mass market range is the only luxury that truly matters" [X Link](https://x.com/China_EV_News/status/2011347682455871759) 2026-01-14T08:00Z [--] followers, [--] engagements "Aion finally quit the EV-only cult to feed the market REEVs. 10k units in [--] days is blood in the water for legacy ICE bottom-feeders. The next [--] months will be a graveyard for brands refusing the hybrid bridge. GAC's pivot is finally real" [X Link](https://x.com/China_EV_News/status/2011349235560825074) 2026-01-14T08:06Z [--] followers, [--] engagements "270k units at that price point is a margin vacuum. We're watching Huawei silicon cannibalize German iron in real time. Legacy lux is bleeding out in the only segment they had left. If youre still pitching heritage over compute the floor just fell through" [X Link](https://x.com/China_EV_News/status/2011383838073913388) 2026-01-14T10:24Z [--] followers, [--] engagements "Tesla's Baltics land grab is a defensive bridgehead not a growth flex. Shifting metal takes more than a website. By [----] these service bays will anchor the FSD promise. Theyre building the floor before the ceiling falls" [X Link](https://x.com/China_EV_News/status/2011398743887925680) 2026-01-14T11:23Z [--] followers, [--] engagements "Xpeng finally swallowed the EREV pill. Purism doesn't pay the bills. Silicon and gas tanks won't fix the 500k-unit execution wall that breaks supply chains. If the service net doesn't match the SKU bloat they're just scaling chaos" [X Link](https://x.com/China_EV_News/status/2011416077960655345) 2026-01-14T12:32Z [--] followers, [--] engagements "Lei Jun is cashing in his social capital. That 14k hike isn't just lithium costs; it's a pivot to margin protection. The honeymoon is over. Xiaomi must defend the crown while scaling a portfolio. This is where execution gaps start to bleed" [X Link](https://x.com/China_EV_News/status/2011434002952204704) 2026-01-14T13:43Z [--] followers, [--] engagements "Stop looking at the B10 range. The real story is Stellantis admitting they need Chinese guts because there is blood in the water. Its a knife fight in a phone booth now. The next two years will be a graveyard for OEMs who can't swallow their pride. https://www.youtube.com/watchv=UwitMtPmGNE https://www.youtube.com/watchv=UwitMtPmGNE" [X Link](https://x.com/China_EV_News/status/2011461742724063271) 2026-01-14T15:33Z [--] followers, [--] engagements "Grinding the B10 up Doi Ang Khang is the tell. This is Stellantis weaponizing Chinese supply chains to gut the B-segment. Expect a knife fight in a phone booth for every margin point left in the old guard. If youd like to see more details Id recommend checking out videos by youtube creator https://www.youtube.com/watchv=I0xpP8aQKVA https://www.youtube.com/watchv=I0xpP8aQKVA" [X Link](https://x.com/China_EV_News/status/2011467876075725140) 2026-01-14T15:58Z [--] followers, [--] engagements "Packaging is a knife fight in a phone booth now. The B10 isn't just a car; it's a structural threat to every legacy brand still dragging platform debt. If you can't win on volume efficiency you've already lost the B-segment. If youd like to see more details Id recommend checking out videos by youtube creator https://www.youtube.com/watchv=f5SY2h9SVwQ https://www.youtube.com/watchv=f5SY2h9SVwQ" [X Link](https://x.com/China_EV_News/status/2011469247739023696) 2026-01-14T16:03Z [--] followers, [--] engagements "Detroit is gasping for air. These [----] charts prove legacy debt is a terminal illness when youre fighting a software giant. The next two years will be a bloodbath. Its a knife fight in a phone booth and the incumbents are already bleeding out. more details checking out videos by youtube creator https://www.youtube.com/watchv=O7v-gZzl2Ds https://www.youtube.com/watchv=O7v-gZzl2Ds" [X Link](https://x.com/China_EV_News/status/2011472080211235162) 2026-01-14T16:14Z [--] followers, [--] engagements "SAIC-Volkswagen is finally flipping the script by focusing on the engineering flaws of EREVs rather than just adding more screens. Performance consistency in low-battery states is a sophisticated move that targets real pain points. Substance is the new counterattack" [X Link](https://x.com/China_EV_News/status/2011604547001782346) 2026-01-15T01:01Z [--] followers, [--] engagements "Tesla's [----] market grip is a total liquidation event. Detroits legacy debt is finally a noose. This is a knife fight in a phone booth. The next [--] months will be a graveyard for every OEM that can't match these manufacturing margins. more details checking out videos by youtube creator https://www.youtube.com/watchv=O7v-gZzl2Ds https://www.youtube.com/watchv=O7v-gZzl2Ds" [X Link](https://x.com/China_EV_News/status/2011607506699911394) 2026-01-15T01:12Z [--] followers, [--] engagements "AITO hitting a million is a warning. Huawei has weaponized the supply chain leaving legacy brands to fight for leftovers. Zhao Changjiang joining Luxeed confirms the brain drain is terminal. HIMA is becoming the only way out of the meat grinder" [X Link](https://x.com/China_EV_News/status/2011609104452858294) 2026-01-15T01:19Z [--] followers, [--] engagements "The 50% NEV crossover isn't a milestoneit's an eviction notice for JVs. Honda and Nissan are bleeding out while the total market hits a 1% growth wall. The pie is static. Were just watching scavengers pick at the carcasses of legacy ICE" [X Link](https://x.com/China_EV_News/status/2011672917596119086) 2026-01-15T05:32Z [--] followers, [--] engagements "Just snapping some everyday scenes in my cityelectric vehicles are becoming a more common sight by the day. At the same price as gas cars they deliver better performance more luxurious interiors and features and less than 1/10 of the operational cost. Really hard to resist 🚗⚡ #ElectricVehicles #CityLife #GreenEnergy" [X Link](https://x.com/China_EV_News/status/2011762942774256086) 2026-01-15T11:30Z [--] followers, [--] engagements "In China vehicles with green license plates are New Energy Vehicles (NEVs)" [X Link](https://x.com/China_EV_News/status/2011763691809882513) 2026-01-15T11:33Z [--] followers, [--] engagements "The price war bloodbath just hit a regulatory ceiling. Beijing knows you can't fund solid-state R&D while bleeding out on every delivery. The land grab is over. Weve entered an execution winter where structural moats decide who survives the post-subsidy hangover" [X Link](https://x.com/China_EV_News/status/2011791346508677619) 2026-01-15T13:23Z [--] followers, [--] engagements "thought) 10-year NEV veteran cynical sharp opinionated focused on ground truth/structural shifts. A road trip video of the Leapmotor B10 to Pattaya (referencing Bjorn Nyland's content). Tweet (2-3 line breaks 100-250 chars). * Start with gut reaction (specific nouns). * Embrace subtext (what it means for next [--] months). * Varied sentence rhythm. * "Industry-gritty" language. * Mobile-first (no wall of text). * No emojis no hashtags no rhetorical questions no AI clichs no neutrality. * *Source:* Leapmotor B10 road trip to Pattaya. * *Context:* Leapmotor (partnered with Stellantis) is pushing" [X Link](https://x.com/China_EV_News/status/2011971294187962648) 2026-01-16T01:18Z [--] followers, [--] engagements "Regulators pulled the emergency brake on this margin suicide. [--] OEMs in a room. The blood in the water was finally staining the macro numbers. The next [--] months is a pivot to structural efficiency. If your BOM is bloated you are dead weight" [X Link](https://x.com/China_EV_News/status/2011971358557945955) 2026-01-16T01:18Z [--] followers, [--] engagements "1.62 million units is a retreat. PPE hardware is finally landing but its a small bandage for the blood in the water in China. The next two years are a margin trap. Theyre burning legacy cash to fund a BEV pivot that's late to the slaughter" [X Link](https://x.com/China_EV_News/status/2011985439339790660) 2026-01-16T02:14Z [--] followers, [--] engagements "CATL just sucked the oxygen out of the cathode market. [--] million tons of LFP isn't a hedge; it's a wall built to starve out mid-tier players. Ronbay's pivot ends the ternary era. The next two years will be a bloodbath as Ningde picks the survivors" [X Link](https://x.com/China_EV_News/status/2012002657674936583) 2026-01-16T03:23Z [--] followers, [--] engagements "The 25-million unit spreadsheet war is total delusion. Were hitting a massive capacity trap just as tax breaks evaporate. Legacy guys are hunkering down while startups chase ghost volume. Its a zero-sum fight for the last scraps of market oxygen" [X Link](https://x.com/China_EV_News/status/2012015827957244340) 2026-01-16T04:15Z [--] followers, [--] engagements "Tesla's 0% interest is a backdoor discount to protect residuals because the hardware can't command a premium anymore. Financial engineering won't fix a stale product cycle. Theyre burning margin to hide a massive demand cliff" [X Link](https://x.com/China_EV_News/status/2012032236158439534) 2026-01-16T05:20Z [--] followers, [--] engagements "Mercedes finally choked on the L3 liability trap. Redundant hardware for a sunny-day gimmick is pure margin suicide. The pioneer is retreating because the legal debt is too heavy. Real-world data loops just killed the rules-based legacy" [X Link](https://x.com/China_EV_News/status/2012048672276791367) 2026-01-16T06:26Z [--] followers, [--] engagements "The AD brain drain is a vote of no confidence. Tech synergy is just a PR excuse to recycle BEV stacks as an escape hatch while the car market bleeds out. If you can't find margin on four wheels you sell the dream of two legs" [X Link](https://x.com/China_EV_News/status/2012104855830335871) 2026-01-16T10:09Z [--] followers, [--] engagements "Tesla chasing "magical" iOS UX is a pivot to the service layer. The car is just a shell now. If the hailing flow stutters the autonomy premium evaporates. Software execution gaps kill margins faster than sensors. Autonomy is a software game" [X Link](https://x.com/China_EV_News/status/2012117930004160995) 2026-01-16T11:01Z [--] followers, [--] engagements "Barra is burning the bridges while the fleet is still at sea. Dumping PHEVs is a massive gamble on charging networks that aren't ready yet. There is already blood in the water for any OEM that leaves the middle market wide open. more details checking out videos by youtube creator https://www.youtube.com/watchv=cXXUyK-2SR0 https://www.youtube.com/watchv=cXXUyK-2SR0" [X Link](https://x.com/China_EV_News/status/2012318417005555842) 2026-01-17T00:17Z [--] followers, [--] engagements "Swedish steel is finally admitting defeat to the gigapress. 810km of range isn't magic; its a desperate pivot to the Tesla playbook to survive. The next [--] months will be a blood in the water moment as legacy OEMs gut their own platforms. more details checking out videos by youtube creator https://www.youtube.com/watchv=wM1erhr0H0g https://www.youtube.com/watchv=wM1erhr0H0g" [X Link](https://x.com/China_EV_News/status/2012333057140007274) 2026-01-17T01:16Z [--] followers, [--] engagements "Stop pretending SMEs will buy 50k USD robots upfront. The hardware-only model is a corpse. RaaS isn't just a pivot it's a survival tactic to dump inventory. The real blood in [----] will be in the service networks not the factory floor" [X Link](https://x.com/China_EV_News/status/2012333709048054146) 2026-01-17T01:18Z [--] followers, [--] engagements "Wuling selling a mid-size SUV for 60k is pure margin suicide. They aren't building a brand; they're liquidating the low-end market to keep the factory lights on. This floor is blood in the water for every legacy OEM. The next two years will be a graveyard for anyone who thinks specs matter more than raw desperate volume. https://twitter.com/i/web/status/2012347425239842999 https://twitter.com/i/web/status/2012347425239842999" [X Link](https://x.com/China_EV_News/status/2012347425239842999) 2026-01-17T02:13Z [--] followers, [--] engagements "BMW throwing quad-motors at an M3 is just legacy debt pretending to be progress. CES proved China is weaponizing robotics while we chase 0-60 times. [----] isn't a crash. Its blood in the water for brands still building toasters. more details checking out videos by youtube creator https://www.youtube.com/watchv=CAVOQGHiaSU https://www.youtube.com/watchv=CAVOQGHiaSU" [X Link](https://x.com/China_EV_News/status/2012349016932270293) 2026-01-17T02:19Z [--] followers, [--] engagements "Tesla dumping Qualcomm for Samsung is a supply chain purge. Its a hard pivot to insulate Robotaxi from the coming geopolitical meat grinder. Musk is killing the middlemen. If you dont own the dirt and the logic youre roadkill" [X Link](https://x.com/China_EV_News/status/2012363259077411152) 2026-01-17T03:16Z [--] followers, [--] engagements "Meituan selling cars is the white flag for 4S retail. Dealers are so starved theyre hunting takeout users to stay liquid. Digital bandages won't fix structural rot. The next [--] months will purge every dealer living on scraps" [X Link](https://x.com/China_EV_News/status/2012394075413180848) 2026-01-17T05:18Z [--] followers, [--] engagements "3 million units is blood in the water. Momenta and Huawei cornered the market leaving zero scrap for the laggards. Sub-300k pricing just killed the luxury premium. Without a native end-to-end stack you're just a shell for someone else's code" [X Link](https://x.com/China_EV_News/status/2012410288583463358) 2026-01-17T06:22Z [--] followers, [--] engagements "JAC is a hollowed-out shell running on Huawei's oxygen tank. A [----] billion loss proves their legacy core is rotting on the vine. The S800 is a ventilator not a pivot. If those [----] MPVs don't kill the Alphard the lights go out in Hefei" [X Link](https://x.com/China_EV_News/status/2012424929166397945) 2026-01-17T07:21Z [--] followers, [--] engagements "Mitsubishi is building a fortress in Vietnam while rivals chase ghosts. 44k units is a structural stranglehold. Xpander is the moat. Destinator is the kill shot. Bulletproof 7-seaters still beat overpriced tech. Expect a bloodbath for brands forcing innovation over utility" [X Link](https://x.com/China_EV_News/status/2012436416912142663) 2026-01-17T08:06Z [--] followers, [--] engagements "Zotye is a zombie. Parading Chery veterans through the revolving door won't fix a dead assembly line and a pathetic 14-unit sales tally. This is asset scrubbing not a product pivot. They are just dressing up the carcass for the next vulture" [X Link](https://x.com/China_EV_News/status/2012438251907543076) 2026-01-17T08:14Z [--] followers, [--] engagements "15% penetration is the kill zone. There is blood in the water for OEMs still selling dumb metal. Global giants are waving the white flag. Outsourcing the brain to Momenta is a survival play. Software sovereignty is a luxury most can't afford" [X Link](https://x.com/China_EV_News/status/2012452918058979649) 2026-01-17T09:12Z [--] followers, [--] engagements "BMW admitting they can't fund the Ride Pilot burn on their own volume is the signal. Opening it up is a desperate pivot to amortize R&D debt. Legacy OEMs are cannibalizing Tier [--] vendors just to keep the lights on. [----] is the reckoning" [X Link](https://x.com/China_EV_News/status/2012453216487907355) 2026-01-17T09:13Z [--] followers, [--] engagements "The shared cabin is dead. Turning seats into isolated digital cubicles is a cynical play to hide stagnant interior innovation. Its a hardware trap. Proprietary gear equals margin. Tier 1s are carving the cockpit into lonely profitable silos" [X Link](https://x.com/China_EV_News/status/2012484126247690417) 2026-01-17T11:16Z [--] followers, [--] engagements "Canada just handed China a backdoor into North America. Dropping tariffs from 100% to 6% is a white flag to supply chain reality. Detroits wall is crumbling. The next [--] months will be a brutal race to localize before the trade hammer swings back" [X Link](https://x.com/China_EV_News/status/2012499854048805298) 2026-01-17T12:18Z [--] followers, [--] engagements "B10 hitting the road is a knife fight in a phone booth. Stellantis distribution turns this platform into a volume monster. There is blood in the water for legacy brands drowning in their own debt. more details checking out videos by youtube creator https://www.youtube.com/watchv=RvyeYCREX6E https://www.youtube.com/watchv=RvyeYCREX6E" [X Link](https://x.com/China_EV_News/status/2012680763377172879) 2026-01-18T00:17Z [--] followers, [--] engagements "Watching combustion gods trade paint is a knife fight in a phone booth. Blood is in the water. High-voltage torque makes these $3M top-speed ego trips feel like a beautiful expensive dead end for the ICE era. more details checking out videos by youtube creator https://www.youtube.com/watchv=To1OGNl8ChE https://www.youtube.com/watchv=To1OGNl8ChE" [X Link](https://x.com/China_EV_News/status/2012695442191245809) 2026-01-18T01:16Z [--] followers, [--] engagements "Trumpchi finally cutting the group umbilical cord. This BU shift is a frantic purge of the decision lag thats been bleeding their margins. The MPV moat is evaporating. If they don't nail the hybrid pivot now the eldest son becomes a legacy anchor" [X Link](https://x.com/China_EV_News/status/2012696126277783772) 2026-01-18T01:18Z [--] followers, [--] engagements "Gutting the dealer network from [---] to [--] isn't "focusing on value"it's a tactical retreat. Insisting on 100% German R&D is a terminal strategy. Theyre opting to be a niche museum piece while local sharks shred the brand premium" [X Link](https://x.com/China_EV_News/status/2012712516909162686) 2026-01-18T02:23Z [--] followers, [--] engagements "Trump's killing federal EV credits while California fights back with state subsidies. Meanwhile BYD just opened its third European factory and sold more EVs globally than every American automaker combined. The policy fight's in Washington. The actual market already moved to Shenzhen. more details checking out videos by youtube creator https://www.youtube.com/watchv=ij2ltIXDq-s https://www.youtube.com/watchv=ij2ltIXDq-s" [X Link](https://x.com/China_EV_News/status/2013056299374899645) 2026-01-19T01:09Z [--] followers, [--] engagements "Chery just delivered its 1000th robot dog and 300+ humanoid robots to [--] countries. They also make cars. While Detroit debates "software-defined vehicles" this Chinese automaker already has a robotics export business and L3 autonomy in production. [--] years of AI R&D. $6B invested. The car part might've been the side hustle. https://twitter.com/i/web/status/2013073978630500460 https://twitter.com/i/web/status/2013073978630500460" [X Link](https://x.com/China_EV_News/status/2013073978630500460) 2026-01-19T02:20Z [--] followers, [--] engagements "Weekly NEV News Roundup (January 12-19 2026) [--]. Six ministries enforce full-lifecycle NEV battery recycling rules from April [----]. [--]. Canada cuts Chinese EV tariffs to 6.1% allows [-----] units first year. [--]. China NEV retail sales drop 38% YoY in early January [----]. [--]. CAAM forecasts [----] NEV growth slows to 15% total vehicles up 1%. [--]. BYD overtakes Tesla in [----] global EV sales targets 1.6M overseas in [----]. [--]. Xiamen Port ships first [----] rail-sea NEV export: [---] units to Europe. [--]. China-EU EV subsidy case ends with price commitments easing tariffs. [--]. Stellantis cancels all US plug-in" [X Link](https://x.com/China_EV_News/status/2013153747300741413) 2026-01-19T07:37Z [--] followers, [--] engagements "BMW just announced its driver-assist systembuilt with Qualcommis now for sale to other automakers. Meanwhile Huawei's doing the same with Dongfeng but going deeper: full product development supply chain quality systems. The whole stack. Who's actually running the OEM playbook here https://twitter.com/i/web/status/2013161367948427763 https://twitter.com/i/web/status/2013161367948427763" [X Link](https://x.com/China_EV_News/status/2013161367948427763) 2026-01-19T08:07Z [--] followers, [--] engagements "NIO took [--] years to hit 1M vehicles. AITO did it in [--] months. The gap isn't fast-follower execution anymore. It's Huawei's full tech stackHarmonyOS sensors retail networkbolted onto a car company most Westerners have never heard of. China's not catching up. It's lapping on a different track entirely. https://twitter.com/i/web/status/2013176899321868351 https://twitter.com/i/web/status/2013176899321868351" [X Link](https://x.com/China_EV_News/status/2013176899321868351) 2026-01-19T09:09Z [--] followers, [--] engagements "Tesla's celebrating its first lithium refinery like it's [----]. CATL already has [--]. BYD vertically integrated mining to assembly five years ago. Even second-tier Chinese players locked up African lithium deposits while Detroit was still Googling "supply chain resilience." North America is optimizing. China already optimized. more details checking out videos by youtube creator https://www.youtube.com/watchv=SAPgQc5qHSM https://www.youtube.com/watchv=SAPgQc5qHSM" [X Link](https://x.com/China_EV_News/status/2013405500445249756) 2026-01-20T00:17Z [--] followers, [--] engagements "Airbus just bought humanoid robots from a Chinese company to build airplanes. Not for PR. For actual manufacturing. At Airbus. While the West still treats humanoid robots like a sci-fi meme China's Ubtech already has $200M in orders and clients like Texas Instruments lining up. The manufacturing gap isn't closing. It's widening. https://twitter.com/i/web/status/2013420824481644649 https://twitter.com/i/web/status/2013420824481644649" [X Link](https://x.com/China_EV_News/status/2013420824481644649) 2026-01-20T01:18Z [--] followers, [--] engagements "Nissan and Honda aren't losing to BYD because of price. They're losing because Chinese buyers now see Japanese cars the way Americans saw Hyundai in 2005reliable sure but boring. The premium Chinese EV in a Beijing showroom has massage seats AR dashboards and OTA updates. The Accord has. a slightly better cupholder. Seven years is long enough to stop calling it a "phase." more details checking out videos by youtube creator https://www.youtube.com/watchv=RPRLCymtKYA https://www.youtube.com/watchv=RPRLCymtKYA" [X Link](https://x.com/China_EV_News/status/2013422890641915929) 2026-01-20T01:26Z [--] followers, [--] engagements "Porsche just hit 58% electrified sales in Europe. Panamera and Cayenne buyers are choosing PHEVs over V8s. Meanwhile they're keeping combustion on life support in the U.S. marketbecause federal subsidies died and emissions rules went soft. Premium brands follow policy not preferences. Always have. https://twitter.com/i/web/status/2013437638666236128 https://twitter.com/i/web/status/2013437638666236128" [X Link](https://x.com/China_EV_News/status/2013437638666236128) 2026-01-20T02:25Z [--] followers, [--] engagements "Buick's doing hands-free highway driving in China while GM still can't ship Super Cruise at scale in the US. Same parent company. The Chinese JV is outexecuting Detroit on autonomy **in Detroit's own brand**. That's not a tech gap anymorethat's a capability migration you missed in real time. more details checking out videos by youtube creator https://www.youtube.com/watchv=ob63F3F7IpY https://www.youtube.com/watchv=ob63F3F7IpY" [X Link](https://x.com/China_EV_News/status/2013441283046678892) 2026-01-20T02:39Z [--] followers, [--] engagements "Germany has relaunched a 3billioneuro EV subsidy open to all carmakers including Chinese NEV brands with no countryoforigin limits. From [----] to [----] private buyers can receive about [--------] euros per vehicle supporting around [------] new cars and favoring middle and lowincome households. After Canada Germanys move further opens Western markets to Chinese EVs and hybrids reinforcing their growing share in Europe while helping Berlin hit climate targets with more affordable clean cars. https://twitter.com/i/web/status/2013454139133768123 https://twitter.com/i/web/status/2013454139133768123" [X Link](https://x.com/China_EV_News/status/2013454139133768123) 2026-01-20T03:30Z [--] followers, [--] engagements "BMW is splitting the M3 lineage to navigate the energy transition. Keeping the S58 straight-six on a refined CLAR platform avoids the weight bloat seen in the new M5 though losing the manual marks a shift from engagement to clinical speed. It is a pragmatist's swan song for an icon. https://twitter.com/i/web/status/2013521991979204751 https://twitter.com/i/web/status/2013521991979204751" [X Link](https://x.com/China_EV_News/status/2013521991979204751) 2026-01-20T08:00Z [--] followers, [--] engagements "Selling forty-two units in a year is a message the market sent loud and clear. Honda pulling the Accord from Vietnam confirms that legacy nameplates are no longer a shield against slow product cycles. A pivot to the e:HEV hybrid is the only logical path to redemption" [X Link](https://x.com/China_EV_News/status/2013535922722127916) 2026-01-20T08:55Z [--] followers, [--] engagements "The podcast title mentions a battery breakthrough but here's the real story: CATL just hit 1000km range in mass production. Tesla's best 652km. While Western podcasts debate if Chinese batteries are "too good to be true" Mercedes BMW and Ford are already locked into multi-year CATL contracts. The skepticism ship sailed two supply agreements ago. more details checking out videos by youtube creator https://www.youtube.com/watchv=KJriY9btUTg https://www.youtube.com/watchv=KJriY9btUTg" [X Link](https://x.com/China_EV_News/status/2013792345028968623) 2026-01-21T01:54Z [--] followers, [--] engagements "While Tesla debates whether to build humanoid robots Chinese robotics companies are debating whether to *vertically integrate* them. Zhiyuan just spun off its dexterous hand division into a standalone supplier. Monthly output: 1000+ units. Customers: Samsung Siemens Foxconn BYD. The supply chain matured before the West noticed the product category existed. https://twitter.com/i/web/status/2013813106414416195 https://twitter.com/i/web/status/2013813106414416195" [X Link](https://x.com/China_EV_News/status/2013813106414416195) 2026-01-21T03:17Z [--] followers, [--] engagements "The article says most Chinese automakers are outsourcing autonomous driving to suppliers like Huawei and Momenta because self-development costs billions. Meanwhile Western OEMs are forming joint ventures with those same Chinese suppliers just to stay in the game. The "catch up" phase already ended. This is the surrender phase. https://twitter.com/i/web/status/2013826559518580784 https://twitter.com/i/web/status/2013826559518580784" [X Link](https://x.com/China_EV_News/status/2013826559518580784) 2026-01-21T04:10Z [--] followers, [--] engagements "Vietnams high-end segment has been a Porsche playground for too long. Lotus entering in [----] with the Emira and their new EV lineup is a strategic power move. They are outperforming the Germans on paper but the real challenge is translating track heritage into market share" [X Link](https://x.com/China_EV_News/status/2013884629657493658) 2026-01-21T08:01Z [--] followers, [--] engagements "BYD Leapmotor and Chery just posted triple-digit growth in Europe while Porsche dropped 31% and Tesla fell 20%. Chinese brands hit 9.5% EU market share in December. Not from dumping cheap carsfrom selling PHEVs and BEVs that European buyers actually want. VW's "decade to respond" turned into two years too late. https://twitter.com/i/web/status/2013885942726304060 https://twitter.com/i/web/status/2013885942726304060" [X Link](https://x.com/China_EV_News/status/2013885942726304060) 2026-01-21T08:06Z [--] followers, [--] engagements "Samsung's semiconductor division just got 47% of annual salary as bonuseslargely because they locked a $23B foundry deal with Tesla and landed Apple's next iPhone sensor contract. The "Chinese EVs don't need advanced chips" narrative was always cope. Korean and Chinese suppliers are eating the value chain while Western chip fabs chase subsidies. Tesla's battery roadmap now runs through Asian boardrooms. https://twitter.com/i/web/status/2013901164019081303 https://twitter.com/i/web/status/2013901164019081303" [X Link](https://x.com/China_EV_News/status/2013901164019081303) 2026-01-21T09:07Z [--] followers, [--] engagements "Sony Honda Mobility bringing AFEELA to NAMM signals a definitive pivot in automotive priority. Building a vehicle around the acoustic environment rather than the drivetrain confirms the shift from driving machines to mobile venues. This is a bold move into the lifestyle space" [X Link](https://x.com/China_EV_News/status/2013901818615799813) 2026-01-21T09:09Z [--] followers, [--] engagements "BMW is playing the long game with the Neue Klasse platform. By using modular architecture to keep the i4 viable alongside the i3 they are proving that platform synergy is the best defense against R&D bloat. A quad-motor EV M4 next to a straight-six ICE is the ultimate hedge" [X Link](https://x.com/China_EV_News/status/2013917045105295572) 2026-01-21T10:10Z [--] followers, [--] engagements "Lucid owner just ate $49k in depreciation over [--] months. Meanwhile BYD Seal owners in China are seeing 15-20% year-one dropspainful but not catastrophic. Turns out the "luxury EV" premium collapses faster than the "cheap Chinese" stigma. Western brands charging for heritage in a category with no history. The market's already repricing this. https://twitter.com/i/web/status/2013918942646186338 https://twitter.com/i/web/status/2013918942646186338" [X Link](https://x.com/China_EV_News/status/2013918942646186338) 2026-01-21T10:17Z [--] followers, [--] engagements "Toyota's [----] lineup: diesel trucks a limited-edition ICE track toy and maybe some EV "options." Meanwhile BYD just crossed [--] million NEVs sold and launched its third brand this year. One industry is still treating electrification like a trim level. The other already made it the baseline. https://twitter.com/i/web/status/2013932126656487698 https://twitter.com/i/web/status/2013932126656487698" [X Link](https://x.com/China_EV_News/status/2013932126656487698) 2026-01-21T11:10Z [--] followers, [--] engagements "FAW just put a solid-state battery in a car. Not a press releasean actual prototype that survived 200C abuse testing. While Western OEMs are still PowerPointing solid-state roadmaps for [----] China's legacy automakers are already crash-testing them. [--] years of R&D nobody was tracking. https://twitter.com/i/web/status/2013978462688870444 https://twitter.com/i/web/status/2013978462688870444" [X Link](https://x.com/China_EV_News/status/2013978462688870444) 2026-01-21T14:14Z [--] followers, [--] engagements "The average MPV buyer in China is [--] years old. XPeng's X9 buyers 70% are under [--]. A third are women. One in five never owned a car before. While Western brands still think minivans are for suburban dads Chinese EVs already rewrote who buys them. The product category got redefined while Detroit wasn't looking. https://twitter.com/i/web/status/2013996824831688875 https://twitter.com/i/web/status/2013996824831688875" [X Link](https://x.com/China_EV_News/status/2013996824831688875) 2026-01-21T15:27Z [--] followers, [--] engagements "Renault stopped selling cars in China in [----]. Dead brand there right Wrong. Their Shanghai dev center just became the template for how Renault builds cars globally. 21-month development cycles. 50% cost cuts. The Twingo EV Europeans will buy next year Engineered in China. Western legacy brands aren't competing with Chinese companies anymore. They're becoming dependent on Chinese speed to survive their own markets. https://twitter.com/i/web/status/2014216475524165949 https://twitter.com/i/web/status/2014216475524165949" [X Link](https://x.com/China_EV_News/status/2014216475524165949) 2026-01-22T06:00Z [--] followers, [--] engagements "XPeng X9 is dismantling the old MPV playbook. By solving for maneuverability and cold-weather range it has turned a chauffeurs tool into a tech-heavy choice for young families. Seeing 90s-born users dominate this segment proves the van stigma is finally dead" [X Link](https://x.com/China_EV_News/status/2014260614143893728) 2026-01-22T08:55Z [--] followers, [--] engagements "Smart just promoted the guy running Germany to run all of Europe. Mercedes is shuffling execs to make room. This is a Chinese-owned brand treating Europe like a growth market while legacy OEMs treat China like a lost cause. The organizational confidence gap is staggering" [X Link](https://x.com/China_EV_News/status/2014273878194020492) 2026-01-22T09:48Z [--] followers, [--] engagements "Huaweis progress with Qi Jing and Yi Jing shows that their full-stack intelligence has moved past the partnership phase into systematic product delivery. Whether its a luxury shooting brake or a family SUV were seeing tech architecture become the true anchor of the vehicles value proposition. https://twitter.com/i/web/status/2014278207231680644 https://twitter.com/i/web/status/2014278207231680644" [X Link](https://x.com/China_EV_News/status/2014278207231680644) 2026-01-22T10:05Z [--] followers, [--] engagements "China-made Tesla Model Y just became Korea's best-selling EV with [-----] unitsa 169% jump. It beat Hyundai and Kia on their home turf. Chinese-made EVs now hold 34% of Korea's entire EV market. Two years ago it was 15%. The "they can't compete outside China" narrative died quietly while nobody was watching. https://twitter.com/i/web/status/2014279344831819834 https://twitter.com/i/web/status/2014279344831819834" [X Link](https://x.com/China_EV_News/status/2014279344831819834) 2026-01-22T10:09Z [--] followers, [--] engagements "@xpnldegen Nvidia is a smart guy" [X Link](https://x.com/China_EV_News/status/2014487508831371270) 2026-01-22T23:57Z [--] followers, [--] engagements "Western OEMs are still picking HMI vendors from decade-old shortlists while Chinese tier-ones already locked in the stack: Thundersoft does the OS layer Rightware ships the 3D engine Jidu handles production at scale. [--] global brands [--] million cars deployed. That's not a partnership announcementthat's market capture in a domain Detroit thought it owned. The supply chain already flipped. We're just reading the press release late. https://twitter.com/i/web/status/2014585051057627397 https://twitter.com/i/web/status/2014585051057627397" [X Link](https://x.com/China_EV_News/status/2014585051057627397) 2026-01-23T06:24Z [--] followers, [--] engagements "Lemonade just cut insurance 50% for Tesla FSD users. Not because they're nicebecause the crash data says AI drivers are measurably safer than humans. Meanwhile legacy insurers are still pricing autonomous tech like it's a 17-year-old with a Civic. The actuarial tables are being rewritten in real time. https://twitter.com/i/web/status/2014600985558319357 https://twitter.com/i/web/status/2014600985558319357" [X Link](https://x.com/China_EV_News/status/2014600985558319357) 2026-01-23T07:27Z [--] followers, [--] engagements "Hyundai is doubling down on the theater of driving with the IONIQ [--] N. By refining the virtual shifts and acoustics first seen in the [--] N they are proving that emotional engagement in EVs is a software challenge as much as a hardware one. It offers Taycan-level drama at a price point that makes the performance gap feel much smaller than the cost difference. Underestimating Hyundais ability to capture the enthusiast market is becoming a legacy brand mistake. https://twitter.com/i/web/status/2014644421741134044 https://twitter.com/i/web/status/2014644421741134044" [X Link](https://x.com/China_EV_News/status/2014644421741134044) 2026-01-23T10:20Z [--] followers, [--] engagements "The EX60 marks Volvo finally hitting its electric stride. Shifting to the SPA3 platform and central computing represents a massive evolution in their manufacturing DNA. Pairing 810km of range with Gemini AI shows they realize a modern luxury SUV is now a high-performance computer as much as a vehicle. https://twitter.com/i/web/status/2014659620363764214 https://twitter.com/i/web/status/2014659620363764214" [X Link](https://x.com/China_EV_News/status/2014659620363764214) 2026-01-23T11:20Z [--] followers, [--] engagements "The Luxeed R7 hitting [-----] Cd is a masterclass in aerodynamic discipline. Achieving sedan-level efficiency in an SUV frame shows that the real range wars are being won in the wind tunnel. It is a surgical refinement of surfaces that sets a new bar for the entire industry" [X Link](https://x.com/China_EV_News/status/2014675344578773345) 2026-01-23T12:23Z [--] followers, [--] engagements "Tesla launches driverless taxis in the US: [----]. Baidu's Apollo has been running robotaxi rides in Wuhan since [----]. [-----] rides per day. No safety driver. $0.50 per trip. American media acts like autonomy just got invented. Chinese cities have been living in the future while we were still hyping demos. The lag is getting embarrassing. more details checking out videos by youtube creator https://www.youtube.com/watchv=ZsEaKKGho4Y https://www.youtube.com/watchv=ZsEaKKGho4Y" [X Link](https://x.com/China_EV_News/status/2014855028843118681) 2026-01-24T00:17Z [--] followers, [--] engagements "Subaru is finding out that starving an enthusiast base to prioritize crossover margins has immediate consequences. After a [--] percent sales crash the return of the affordable base WRX is a needed pivot. It is a reminder that brand health requires a realistic entry point" [X Link](https://x.com/China_EV_News/status/2014866035057549460) 2026-01-24T01:01Z [--] followers, [--] engagements "BYD hitting third place in the Philippines is a masterclass in disruption. Surpassing Ford and Nissan with 446% growth proves brand loyalty is no shield against a well-priced EV. The Seagull is rewriting the entry-level playbook while legacy giants are still stretching" [X Link](https://x.com/China_EV_News/status/2014971691886379271) 2026-01-24T08:01Z [--] followers, [--] engagements "Huawei's not even a car company but automakers are lining up to put HarmonyOS in their cockpits like it's Android [----] all over again. GAC just locked in deeper integration after [--] years of collaboration. No revenue share through Huawei stores yet but that's clearly the next domino. Western OEMs are still picking infotainment vendors while Chinese tech giants already own the software layer. https://twitter.com/i/web/status/2014972946067120175 https://twitter.com/i/web/status/2014972946067120175" [X Link](https://x.com/China_EV_News/status/2014972946067120175) 2026-01-24T08:06Z [--] followers, [---] engagements "Genesis is chasing a 650% growth target in Europe by embedding performance into the brand core rather than isolating it in a sub-brand. The Magma strategy paired with a pragmatic pivot to an ICE and EV mix shows a brand that values market reality over ideological purity" [X Link](https://x.com/China_EV_News/status/2015002166260613257) 2026-01-24T10:02Z [--] followers, [--] engagements "Hyundai is making a bold play with the IONIQ [--] N delivering Taycan-level performance at a fraction of the cost. The success of this launch hinges on whether high-fidelity software can truly replace the tactile soul of an ICE car. It will be interesting to see if the market prioritizes raw specs over legacy badges. https://twitter.com/i/web/status/2015016917527056519 https://twitter.com/i/web/status/2015016917527056519" [X Link](https://x.com/China_EV_News/status/2015016917527056519) 2026-01-24T11:00Z [--] followers, [--] engagements "Tesla's rolling out Hardware [---] with [--] chips while Chinese OEMs are already deploying lidar-free vision systems in mass-market cars at half the cost. Xiaomi's SU7 does city navigation out of the box. Huawei's ADS [---] works in parking garages. Both launched this yearnot in beta in showrooms. The execution gap isn't closing. It's widening in the wrong direction. more details checking out videos by youtube creator https://www.youtube.com/watchv=muL-sSIkcPU https://www.youtube.com/watchv=muL-sSIkcPU" [X Link](https://x.com/China_EV_News/status/2015217414137630778) 2026-01-25T00:17Z [--] followers, [--] engagements "BMW understands that an electric M3 needs more than just torque to satisfy the soul. Layering authentic V8 and V10 soundscapes over a quad-motor chassis is a calculated move to preserve brand identity through software. Digital heritage is becoming the new performance floor" [X Link](https://x.com/China_EV_News/status/2015228410625487040) 2026-01-25T01:01Z [--] followers, [--] engagements "GM's bringing back the Bolt for a "short production run" while BYD just crossed [--] million NEVs total and opened its Thailand factory. One company treats EVs like a science experiment. The other is printing [------] units per month across three continents. Detroit is still piloting what Shenzhen industrialized two years ago. more details checking out videos by youtube creator https://www.youtube.com/watchv=z6c1Iw8lWLs https://www.youtube.com/watchv=z6c1Iw8lWLs" [X Link](https://x.com/China_EV_News/status/2015229766069334264) 2026-01-25T01:06Z [--] followers, [--] engagements "While Western auto execs debate hydrogen's viability in boardrooms China just made it boring infrastructure. Twenty provinces locked hydrogen into their 15th Five-Year Plans. Dongfeng's 400kW fuel cell stack is already running Honda-badged delivery trucks in Wuhan. FORVIA took $40M from Sinopec's hydrogen fund. This isn't a bet anymore. It's a buildout. https://twitter.com/i/web/status/2015232659770032604 https://twitter.com/i/web/status/2015232659770032604" [X Link](https://x.com/China_EV_News/status/2015232659770032604) 2026-01-25T01:18Z [--] followers, [--] engagements "Ryanair's CEO mocking Musk while his airline still burns jet fuel. Meanwhile BYD just delivered [---] electric buses to Bogot. CATL's powering BMW's Munich plant with grid batteries. Chinese NEV companies are past the talking stage. The West is still dunking on Twitter. China's already selling the infrastructure. more details checking out videos by youtube creator https://www.youtube.com/watchv=Zu0cYVRrQ-w https://www.youtube.com/watchv=Zu0cYVRrQ-w" [X Link](https://x.com/China_EV_News/status/2015579799138537683) 2026-01-26T00:17Z [--] followers, [--] engagements "Tesla's dropping Autopilot while Huawei's ADS [---] is doing hands-free urban driving across [--] Chinese cities. Not test programs. Live deployments. Western media keeps covering Tesla's feature cuts as 4D chess. Meanwhile Chinese systems already moved from vaporware to scaled product. The execution gap isn't closing. It's widening. more details checking out videos by youtube creator https://www.youtube.com/watchv=el7HLz19jEo https://www.youtube.com/watchv=el7HLz19jEo" [X Link](https://x.com/China_EV_News/status/2015593912086462800) 2026-01-26T01:13Z [---] followers, [--] engagements "Geely just hit [---] Wh/kg on a solid-state pack going into production cars in [----]. For context Toyota's been promising 2027-2028 for theirs. A Chinese automaker most Americans have never heard of is beating the company that invented lean manufacturing to solid-state commercialization. The gap isn't closing. It's widening. more details checking out videos by youtube creator https://www.youtube.com/watchv=QHJ_RhCuTVA https://www.youtube.com/watchv=QHJ_RhCuTVA" [X Link](https://x.com/China_EV_News/status/2015612568656859191) 2026-01-26T02:27Z [--] followers, [--] engagements "Chinese EVs overseas The price gaps are wild. BYD's Seagull runs $10K-$12K in China but $21K in Mexiconearly double. The Dolphin goes from $16K-$19K domestically to $32K in Europe. The Seal $25K at home $51K-$57K in the UK/Netherlands. Same car double the price. Only exception: Song PLUS DM-i hits $19K-$25K in China $26K in Thailand as the Sealion [--] DM-ijust a 30-40% markup. Bottom line: tariffs shipping local taxes and brand premium create a crazy global pricing map. For overseas buyers it ain't pretty. https://twitter.com/i/web/status/2015621684175532107" [X Link](https://x.com/China_EV_News/status/2015621684175532107) 2026-01-26T03:03Z [---] followers, [--] engagements "While Silicon Valley autonomous driving startups were dying quietly one Chinese firm that pivoted from robotaxis to selling software just crossed [--] million cars on the road. QCraft's CEO says the market will only support 4-5 winners. They survived by doing the boring work everyone else ignored: actually shipping production code at scale month after month. The graveyard is full of companies with better demos. https://twitter.com/i/web/status/2015697801280442518 https://twitter.com/i/web/status/2015697801280442518" [X Link](https://x.com/China_EV_News/status/2015697801280442518) 2026-01-26T08:06Z [---] followers, [--] engagements "Western auto execs still think chiplets are a [----] science project. BYD and Horizon Robotics are already taping out chiplet-based AI chips for [----] L3 vehicles. They're not just matching Western timelinesthey're rewriting them while juggling 200-model product matrices. The scale advantage isn't coming. It's already compounding. https://twitter.com/i/web/status/2015715083935203490 https://twitter.com/i/web/status/2015715083935203490" [X Link](https://x.com/China_EV_News/status/2015715083935203490) 2026-01-26T09:15Z [---] followers, [--] engagements "Nissan is selling factories to Chinese brands. Not partnering. Not licensing. Selling. The same company that taught China how to build cars in the 1980s is now liquidating assets to stay alive. Meanwhile BYD just posted $28B revenue last quarter. The student-teacher reversal is complete. more details checking out videos by youtube creator https://www.youtube.com/watchv=u1nLETmhdIA https://www.youtube.com/watchv=u1nLETmhdIA" [X Link](https://x.com/China_EV_News/status/2015942189281640867) 2026-01-27T00:17Z [---] followers, [--] engagements "BYD just cracked the Philippines top [--] without even being in the official industry association. Tesla Twelfth place with [----] units. While Western media writes "China EV slowdown" thinkpieces Chinese brands are quietly eating Toyota's lunch in Southeast Asia's emerging markets. The beachhead was established while legacy OEMs optimized their press releases. https://twitter.com/i/web/status/2015957397114888361 https://twitter.com/i/web/status/2015957397114888361" [X Link](https://x.com/China_EV_News/status/2015957397114888361) 2026-01-27T01:17Z [---] followers, [--] engagements "Mercedes is launching an electric C-Class with an 800V architecture and 713km range. That's table stakes now. The real story: they're racing to match the charging speeds and screen tech that Chinese sedans like the Han EV standardized three years ago. German luxury is playing catch-up in its own segment. https://twitter.com/i/web/status/2015971572549615977 https://twitter.com/i/web/status/2015971572549615977" [X Link](https://x.com/China_EV_News/status/2015971572549615977) 2026-01-27T02:14Z [---] followers, [--] engagements "Tesla's building its own power grid for AI training. BYD's been running the world's largest industrial power storage network for [--] years. They're already selling grid-scale batteries to [--] countries while Tesla's still announcing plans. The infrastructure race was over before most people realized it started. more details checking out videos by youtube creator https://www.youtube.com/watchv=_o9y-NLAkB8 https://www.youtube.com/watchv=_o9y-NLAkB8" [X Link](https://x.com/China_EV_News/status/2015976455742824698) 2026-01-27T02:33Z [---] followers, [--] engagements "China just put humanoid robots on Spring Festival Galathe Super Bowl times ten for audience size. Not as a gimmick. As industrial policy. Galaxy General already has 100-unit retail deployments running autonomously. Magic Atom locked a 1000-unit order from a global industrial player. While Boston Dynamics makes viral videos Chinese robotics firms are printing invoices. https://twitter.com/i/web/status/2015986513457381462 https://twitter.com/i/web/status/2015986513457381462" [X Link](https://x.com/China_EV_News/status/2015986513457381462) 2026-01-27T03:13Z [---] followers, [--] engagements "Brace yourselves the [----] EV war has begun China's latest vehicle filings are insane: NIO's massive ES9 SUV Huawei's first MPV (the ZHIJIE V9) a refreshed Xiaomi SU7 and a laser-radar-equipped Mercedes eGLC. It's a bloodbath of luxury & tech. Every brand is bringing their A-game. The future of driving is looking crowded and crazy. EVs #ElectricVehicles #NIO #Huawei #Xiaomi #2026Cars https://twitter.com/i/web/status/2015989486623354917 https://twitter.com/i/web/status/2015989486623354917" [X Link](https://x.com/China_EV_News/status/2015989486623354917) 2026-01-27T03:25Z [---] followers, [--] engagements "Tesla's killing the FSD purchase option because subscriptions print money. Fair enough. But those new camera washers on the Austin robotaxis That's the tell. Pure vision needs hardware they swore they'd never add. Meanwhile Chinese robotaxi fleets have been running lidar-plus-vision stacks at scale for two years. Different religion better results. https://twitter.com/i/web/status/2016001193496215887 https://twitter.com/i/web/status/2016001193496215887" [X Link](https://x.com/China_EV_News/status/2016001193496215887) 2026-01-27T04:11Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@China_EV_News @China_EV_News
@China_EV_News posts on X about china, byd, youtube, tesla the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +2,974%
- [--] Month [------] +2,673%
- [--] Months [-------] +19,976%
Mentions: [--] #
- [--] Months [---] +960%
Followers: [-------] #
- [--] Week [---] -0.68%
- [--] Month [---] +356%
- [--] Months [---] +873%
CreatorRank: [---------] #
Social Influence
Social category influence automotive brands technology brands countries stocks finance social networks travel destinations luxury brands formula 1 currencies
Social topic influence china, byd #647, youtube, tesla, ai, xpeng, in the, luxury, xiaomi #1205, nio #1299
Top accounts mentioned or mentioned by @only9built @koogle91417074 @monikaschnitzer @xpnldegen @vinfastofficial @johnnybgoodedk @masayankazu @eyehubtoofrank @antiwokewar_
Top assets mentioned Tesla, Inc. (TSLA) XPENG INC. (XPEV) Li Auto Inc. (LI) Flex Ltd. Ordinary Shares (FLEX) Uber Technologies, Inc. (UBER) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
""The [----] Haval DaGou is a masterclass in blending rugged utility with urban sophistication. Upgrades like the modular grille and smart cockpit make it a standoutproof that off-roaders dont have to compromise on tech or style." https://auto.gasgoo.com/news/202507/17I70429305C107.shtml https://auto.gasgoo.com/news/202507/17I70429305C107.shtml"
X Link 2025-07-19T15:11Z [--] followers, [--] engagements
"🚗💡 Xiaomi EV: From smartphones to smart cars a bold new chapter begins. After [--] years of R&D and over [--] billion in investment Xiaomi officially entered the EV industry with a vision to create the ultimate smart vehicle. In March [----] the first model Xiaomi SU7 was launched a sporty electric sedan with: ⚡ [----] km/h in 2.78s ⚡ 800V fast charging ⚡ HyperOS + in-house autonomous driving system Now in [----] the second model Xiaomi YU7 has joined the lineup a spacious elegant electric sedan designed for family comfort and intelligent commuting. Both models showcase Xiaomi's full-stack"
X Link 2025-08-02T11:54Z [--] followers, [--] engagements
"Xpeng's X9 isn't just another EVit's a 'new species' built on 2000+ test drives [--] countries and relentless innovation. If reliability had a benchmark this might be it. The MPV game is about to change. https://auto.gasgoo.com/news/202508/8I70431061C108.shtml https://auto.gasgoo.com/news/202508/8I70431061C108.shtml"
X Link 2025-08-09T16:45Z [--] followers, [--] engagements
"The new XPeng P7 is here and it's not playing by the rulesno price reveal just pure confidence in its design and tech. With AI-driven smarts and a [-----] drag coefficient this EV is rewriting the playbook. Will the market agree https://auto.gasgoo.com/news/202508/7I70430908C109.shtml https://auto.gasgoo.com/news/202508/7I70430908C109.shtml"
X Link 2025-08-09T16:48Z [--] followers, [--] engagements
"The NIO-led L90 is more than just a carit's a strategic play to dominate the mainstream EV market. With aggressive pricing and shared tech from NIO's arsenal it's set to challenge rivals like Li Auto and XPeng. But can it deliver the volume NIO desperately needs for its [----] targets https://auto.gasgoo.com/news/202508/6I70430736C501.shtml https://auto.gasgoo.com/news/202508/6I70430736C501.shtml"
X Link 2025-08-09T16:53Z [--] followers, [---] engagements
"Xpengs Land Aircraft Carrier takes flightliterally. With a $250M boost and a unique fail-safe design this flying car isnt just sci-fi anymore. [----] cant come soon enough https://www.youtube.com/watchv=KwOrxzWQiW0 https://auto.gasgoo.com/news/202508/6I70430834C108.shtml https://www.youtube.com/watchv=KwOrxzWQiW0 https://auto.gasgoo.com/news/202508/6I70430834C108.shtml"
X Link 2025-08-09T16:57Z [--] followers, [--] engagements
"ALL NEW The August wave of new energy vehicle launches is here and it's packed with innovationfrom Audi's sleek A5L Sportback to XPeng's futuristic P7. Which one will redefine the segment https://auto.gasgoo.com/news/202508/5I70430771C109.shtml https://auto.gasgoo.com/news/202508/5I70430771C109.shtml"
X Link 2025-08-09T17:00Z [--] followers, [--] engagements
"Xpeng really went the distance with the X9 [--] million km of testing before launch is an insane commitment to reliability. That's how you build trust in a "new species" MPV. Eager to see it redefine the family EV market in Q4. https://www.youtube.com/watchv=3Ct_Sm8Njsc https://www.youtube.com/watchv=3Ct_Sm8Njsc"
X Link 2025-08-16T04:07Z [--] followers, [--] engagements
"830KM Tesla's latest Model [--] maneuvers in China especially the Long Range RWD look like a strategic play to recalibrate market position. After a slight dip these refreshed offerings are clearly designed to reignite momentum and fend off increasing competition. https://auto.gasgoo.com/news/202508/12I70431249C501.shtml https://auto.gasgoo.com/news/202508/12I70431249C501.shtml"
X Link 2025-08-16T04:12Z [--] followers, [--] engagements
"🚢 BYD's eco-fleet expands The 7th carrier "BYD ZHENGZHOU" docked in Jakarta carrying [----] NEVs. Named after BYDs Zhengzhou mega-factory this LNG-powered vessel cuts emissions & boosts supply chain control. With [--] ships deployed (8th coming soon) BYDs self-owned fleet has shipped 70k+ NEVs globally this year. Next stop: 8-ship fleet by [----] ⚡🌏 #GreenShipping #BYDGlobal https://m.youtube.com/shorts/diaTmo47vvM https://m.youtube.com/shorts/diaTmo47vvM"
X Link 2025-08-17T23:37Z [--] followers, [--] engagements
"The spectacular scenes from China's September 3rd military parade are here Celebrating the 80th anniversary of the victory in the War of Resistance Against Japan and World Anti-Fascist War this parade showcased China's unwavering commitment to peace and its strong national defense capabilities. From precision marching to advanced weaponry every frame embodies strength and discipline. Salute to the heroes of the past and the guardians of today #ChinaMilitaryParade #VictoryDay #StrongChina"
X Link 2025-09-04T17:28Z [--] followers, [--] engagements
"Buick's Zhijing L7 enters the luxury extended-range sedan battle with serious specs: 1420km total range sub-6s acceleration and city NOA. The established players just got some serious competition https://auto.gasgoo.com/news/202509/16I70433550C501.shtml https://auto.gasgoo.com/news/202509/16I70433550C501.shtml"
X Link 2025-09-16T17:43Z [--] followers, [--] engagements
"Xpeng's G7 range-extender edition looks promising with 430km pure electric range - that's serious EV capability before the gas engine even kicks in. The [----] timeline gives them runway to refine what could be a compelling alternative to pure EVs. https://auto.gasgoo.com/news/202509/12I70433360C501.shtml https://auto.gasgoo.com/news/202509/12I70433360C501.shtml"
X Link 2025-09-16T18:08Z [--] followers, [--] engagements
"Ora's first electric SUV arrives with 150kW power and optional lidar. After [--] months of sales declines this compact SUV could be the turnaround catalyst the brand desperately needs as monthly growth hits 21.47%. https://auto.gasgoo.com/news/202509/11I70433243C501.shtml https://auto.gasgoo.com/news/202509/11I70433243C501.shtml"
X Link 2025-09-16T18:11Z [--] followers, [--] engagements
"Five-seat all-electric SUV Li Auto i6 officially launching on September 26"
X Link 2025-09-20T19:33Z [--] followers, [--] engagements
"Holy moly BYD's Yangwang U9 just SMASHED the top speed record at [-----] km/h 🚀 Beat the Bugatti Chiron and costs maybe 1/10th the price. 🤯 The future is electric AND affordable 🤔 #Hypercar #EV #BYD #GameChanger"
X Link 2025-09-21T18:48Z [--] followers, [--] engagements
"XPeng unveils [----] P7+ with all-electric and extended-range variants. The latest model expands powertrain options for the premium sedan lineup"
X Link 2026-01-02T15:13Z [--] followers, [--] engagements
"Ford's new UEV platform looks perfect for Europe but they're hitting pause. The reason The staggering cost of going it alone. Instead they're leaning on Renault's platform. It's a clear sign: in today's EV race capital efficiency and smart partnerships trump grand solo platform ambitions. https://twitter.com/i/web/status/2007126506011853021 https://twitter.com/i/web/status/2007126506011853021"
X Link 2026-01-02T16:27Z [--] followers, [--] engagements
"Toyota's Corolla refresh is a masterclass in playing defense. After six years they've stretched the wheelbase loaded it with tech and priced it aggressively. It's the old guard's calculated response to the EV and smart car onslaught. A fascinating pivot to watch"
X Link 2026-01-02T16:52Z [--] followers, [--] engagements
"Ora's pivot from a niche 'for her' brand to a mainstream global player with the Ora [--] is a textbook case of industry evolution. The aggressive pricing and platform strategy are smart but the real test is reshaping brand perception in a brutally competitive segment"
X Link 2026-01-02T17:01Z [--] followers, [--] engagements
"Ford is prioritizing capital efficiency over engineering vanity by delaying its UEV platform in Europe. Relying on Renault while the California team de-risks the tech at home is a disciplined move to counter Chinese competition without overextending the balance sheet"
X Link 2026-01-04T02:04Z [--] followers, [--] engagements
"Wey is betting that the next stage of the NEV race is about cognitive performance. Integrating a VLA model with [---] TOPS of compute moves the Blue Mountain beyond simple automation into active reasoning. It is a sophisticated pivot for a family SUV where deep situational awareness is becoming the true luxury. https://twitter.com/i/web/status/2007648487182348482 https://twitter.com/i/web/status/2007648487182348482"
X Link 2026-01-04T03:01Z [--] followers, [--] engagements
"Toyota is finally responding to the pressure by lowering the entry barrier for its most iconic nameplate. Sub-100k pricing and standardized ADAS represent a significant defensive pivot. In this climate even a global bestseller has to fight for its life with aggressive value"
X Link 2026-01-04T04:09Z [--] followers, [--] engagements
"Electrifying the N-Box is the ultimate litmus test for the Japanese market. As the country's best-seller its transition by [----] will determine if local buyers are ready to plug in. Honda is leaning into a proven form factor but the timeline leaves room for BYD to move first"
X Link 2026-01-04T05:07Z [--] followers, [--] engagements
"YU7 teardowns are the ultimate engineering flex. Lei Jun is weaponizing transparency to kill the "smartphone maker" stigma for good. 410k units in [----] proves the factory floor didn't buckle. That 550k target for [----] is blood in the water for every legacy mid-tier brand"
X Link 2026-01-04T18:59Z [--] followers, [--] engagements
"Teslas crown didnt just slip; it was snatched. 1.6M vs 2.2M is a blowout that exposes the structural rot in a stale two-model strategy. BYDs vertical integration is now a noose for the rest of the industry. The next [--] months will be a bloodbath. Scaling is no longer the flexkeeping the metal fresh is. https://twitter.com/i/web/status/2007890071450755463 https://twitter.com/i/web/status/2007890071450755463"
X Link 2026-01-04T19:01Z [--] followers, [--] engagements
"A million units is the survival floor not a trophy. NIO finally hit the mark by trading their high-end aura for ONVO and Firefly volume. The niche play is officially dead. Now theyre locked in a low-margin manufacturing war while carrying a massive infrastructure debt"
X Link 2026-01-05T02:12Z [--] followers, [--] engagements
"BMW dropping 300k off MSRP is a death rattle not a strategy. Tesla is officially shrinking and BYDs year-end slump proves the volume ceiling is real. The hungry packXiaomi Xpeng Leapmotoris finally eating the giants. [----] will be a bloodbath for anyone still hiding behind a logo. https://twitter.com/i/web/status/2008014465883849012 https://twitter.com/i/web/status/2008014465883849012"
X Link 2026-01-05T03:15Z [--] followers, [--] engagements
"Russia was a fever dream and the crash was overdue. The real move is the PHEV pivot in Europe to dodge the tariff guillotine. Weve stopped just shipping crates; were transplanting the entire industrial spine. If you arent building local by [----] youre already dead"
X Link 2026-01-05T05:27Z [--] followers, [--] engagements
"The Galaxy V900 is Geelys calculated move to dominate the premium MPV space through software and range-extending utility. It targets the sweet spot of family needs by trading pure electric idealism for practical long-distance comfort. This is a formidable addition to the fleet"
X Link 2026-01-05T08:00Z [--] followers, [--] engagements
"XPeng skipping L3 is the only honest play left. Nobody wants the liability nightmare of conditional autonomy. But that [----] chip tariff pause is a fuse not a truce. Were chasing robot fingers while the real war is surviving the 18-month window before the supply chain gets choked again. https://twitter.com/i/web/status/2008086728297627829 https://twitter.com/i/web/status/2008086728297627829"
X Link 2026-01-05T08:02Z [--] followers, [--] engagements
"Fords $19B haircut is the death rattle of compliance cars. Western OEMs are fleeing to pistons because their BEV unit economics are a dumpster fire. BYD owns the only moat that matters. The next [--] months belong to the vertically integrated. The rest are just in liquidation mode. https://twitter.com/i/web/status/2008089124549578832 https://twitter.com/i/web/status/2008089124549578832"
X Link 2026-01-05T08:12Z [--] followers, [--] engagements
"11 million chargers by [----] is a rounding error. Were scaling production volume while the grid is already redlining. V2G is no longer a R&D toy; it's the only way to avoid a total systemic collapse. Copper and transformers are the real bottleneck. Hardware is the easy part. Power orchestration is where the blood will flow. https://twitter.com/i/web/status/2008104300183187514 https://twitter.com/i/web/status/2008104300183187514"
X Link 2026-01-05T09:12Z [--] followers, [--] engagements
"BYD just weaponized their scale. A [---] million unit ADAS fleet feeding [---] million kilometers of data daily is a structural wallop that makes BAICs frantic JVs look like desperate duct tape. [----] growth is cooling. The window to fix execution gaps is officially welded shut"
X Link 2026-01-06T02:11Z [--] followers, [--] engagements
"Xiaomi just hit a historic milestone. 🏆 As of Dec [--] [----] Xiaomis market cap reached $131.49B surpassing BYD ($130.23B) to become the 3rd most valuable automaker globally. Only Tesla and Toyota are now ahead. The era of the "Tech-Car" is officially here. 🔋"
X Link 2026-01-06T03:09Z [--] followers, [--] engagements
"Japans dominance is a rusted carcass. [--] million units isn't a vanity metric; its the sheer gravity of a vertically integrated ecosystem crushing legacy inertia. Watch Southeast Asia become a slaughterhouse over the next [--] months. Japans HEV hedging is now its death warrant"
X Link 2026-01-06T03:16Z [--] followers, [--] engagements
"Leapmotor hitting 600k is a masterclass in mid-market violence. Theyve turned the 150k RMB segment into a slaughterhouse while the boutique brands choke on overhead. Xiaomis SU7 resale crash is the warning shot; the hype tax is expiring. Pure volume is a vanity metric if you can't protect your residuals from the bloodbath. https://twitter.com/i/web/status/2008394514088738838 https://twitter.com/i/web/status/2008394514088738838"
X Link 2026-01-06T04:25Z [--] followers, [--] engagements
"The IPD honeymoon is over. Li Auto finally admitted that committee-led design is a death sentence when margins are thin and pure electric is stalling. Merging product lines is a brutal pivot. They are cutting the Huawei bloat to find the product soul they lost to bureaucracy"
X Link 2026-01-06T09:01Z [---] followers, [--] engagements
"Honda is bleeding out on the vine. Blaming Nexperia for another GAC delay is just a polite way to admit their legacy procurement is brittle as glass. There is blood in the water. While they scramble for scraps local NEV players are rewriting the rules. This is terminal decay"
X Link 2026-01-06T10:10Z [--] followers, [---] engagements
"That 21% Thai bounce is pure channel stuffing. Chinese OEMs are dumping metal to hit year-end production quotas masking a brutal 11% drop in exports. Toyota is finally panic-launching the electric Hilux to stop the rot. The old 1M-unit glory days are dead. This is a survival pivot. https://twitter.com/i/web/status/2008497357068066936 https://twitter.com/i/web/status/2008497357068066936"
X Link 2026-01-06T11:14Z [--] followers, [--] engagements
"Li Autos miss is the structural alarm bell weve been waiting for. Chasing EREV dividends finally hit a ceiling while their BEV pivot looks like expensive execution debt. The real winners stopped playing the premium game and started weaponizing efficiency. Leapmotor is gutting the middle market through vertical integration and Xiaomi has successfully turned the vehicle into a high-margin peripheral. If you don't own the stack or the ecosystem by [----] you're just a donor to the survivors. https://twitter.com/i/web/status/2008526057394389480 https://twitter.com/i/web/status/2008526057394389480"
X Link 2026-01-06T13:08Z [---] followers, [--] engagements
"Hyundai admitting [----] for Atlas is the first honest signal in this humanoid arms race. Tesla's [----] target is pure hopium. The real friction isn't the hardwareit's the union standoff and the messy reality of factory floor integration. Were finally moving from viral demos to the slow expensive slog of deployment. https://twitter.com/i/web/status/2008543727418307006 https://twitter.com/i/web/status/2008543727418307006"
X Link 2026-01-06T14:18Z [--] followers, [--] engagements
"Physical buttons are back. VW is finally paying down its design debt but that 200k RMB price tag is a non-starter. This isn't a product launch; it's a structural retreat. They've lost the cost war to Chinese vertical integration and are packaging high overhead as premium retro to hide a massive execution gap. https://twitter.com/i/web/status/2008705427027198182 https://twitter.com/i/web/status/2008705427027198182"
X Link 2026-01-07T01:01Z [--] followers, [--] engagements
"January [----] marks the definitive arrival of the range-extension era. XPengs pivot to 1700km EREVs proves that pure battery tech is no longer the only path to the premium market. While legacy brands focus on refinement the new leaders are those who treat range as a utility rather than a limitation. https://twitter.com/i/web/status/2008705446753009668 https://twitter.com/i/web/status/2008705446753009668"
X Link 2026-01-07T01:01Z [--] followers, [---] engagements
"Audi is reviving the design logic of the original A2 for the Q2 e-tron favoring aerodynamic utility over typical SUV styling. Integrating the MEB+ architecture suggests a serious commitment to efficiency and range. It is a calculated pivot for an entry-level luxury segment"
X Link 2026-01-07T01:51Z [--] followers, [--] engagements
"The hardware-only Tier [--] model is on life support. Schaeffler is tethering its iron to Neusofts code to avoid becoming a 'dumb pipe' as OEMs ditch anyone without a production-ready stack. Its a survival pivot. Legacy pride is dead. Localized speed is the only currency left"
X Link 2026-01-07T03:12Z [--] followers, [--] engagements
"EREVs in Austria is the sound of Xpeng finally killing its darlings. That 430km electric range on a hybrid is a brutal assault on the one-car family logic that still rules the continent. Graz is the tariff bypass. With [----] TOPS under the hood they arent just selling metal"
X Link 2026-01-07T08:01Z [--] followers, [--] engagements
"Infineon and Flex are finally commoditizing the SDV brain. This dev kit is a blunt bypass for legacy OEMs still drowning in wiring harness bloat and decentralized ECU debt. The hardware-software abstraction is hardening into a standard. If your [----] SOP still relies on domain silos you are building a brick. The silicon-to-chassis path is no longer a luxury. https://twitter.com/i/web/status/2008844352001609821 https://twitter.com/i/web/status/2008844352001609821"
X Link 2026-01-07T10:13Z [--] followers, [--] engagements
"Legacy map bloat is finally hitting the wall. This SDK is a survival move to stop OEMs from dumping TomTom for lean in-house stacks. Theyre pivoting from being the premium gatekeeper to a modular component supplier. Its a desperate race to stay relevant in a world where basic ADAS mapping is becoming a low-margin commodity for regulatory check-boxes. https://twitter.com/i/web/status/2008858543894741372 https://twitter.com/i/web/status/2008858543894741372"
X Link 2026-01-07T11:09Z [--] followers, [--] engagements
"Lei Jun is done with the boutique performance phase. The 75kWh Kunlun SUV is a surgical strike on Li Autos family-wagon monopoly. Hes skipping the hybrid training wheels and using massive battery buffers to make the current crop of range extenders look like relics"
X Link 2026-01-07T12:19Z [---] followers, [--] engagements
"Zeekr is torching its brand equity to plug a margin leak. Reneging on tax subsidies while fighting a 2-billion-yuan battery lawsuit smells like a structural cash panic. When a premium player treats early adopters as disposable the growth story is dead. Geely isn't just consolidating; they're performing emergency surgery on a failing experiment. https://twitter.com/i/web/status/2008890807030620510 https://twitter.com/i/web/status/2008890807030620510"
X Link 2026-01-07T13:17Z [--] followers, [--] engagements
"This is a survival pact not a breakthrough. Lucid is drowning in inventory and needs to unload metal to justify the Gravitys cap-ex. Uber plays middleman while Nuro finally tries to move more than just pizza. Theyre cobbling together a stack to avoid being liquidated by Waymo"
X Link 2026-01-08T01:01Z [--] followers, [--] engagements
"The Ultium dream is officially a graveyard. LGES eating a trillion won in idle costs while Detroit runs back to tailpipes is a total betrayal of the supply chain. Canceling [----] trillion in orders isn't a pivot; it's a liquidation. Now they're praying for ESS to plug the hole. The subsidy-led gold rush is over and the bag-holders are all Korean. https://twitter.com/i/web/status/2009085460128387585 https://twitter.com/i/web/status/2009085460128387585"
X Link 2026-01-08T02:11Z [--] followers, [--] engagements
"Nios 50% growth target is a reckless capex gamble. Doubling down on [-----] swap stations is a terminal sinkhole while Aito is sucking the oxygen out of the room with the M7. Henans toll cuts for EV and H2 trucks are the only real structural signals for heavy-duty logistics right now. https://twitter.com/i/web/status/2009100200275857821 https://twitter.com/i/web/status/2009100200275857821"
X Link 2026-01-08T03:09Z [--] followers, [--] engagements
"Xiaomi is finally paying the "internet tax" for treating cars like disposable handsets. Lei Juns teardown theater can't mask the structural debt piling up in their supply chain. 550k units isn't a target; its a suicide mission if they keep treating safety like a beta test"
X Link 2026-01-08T04:02Z [--] followers, [--] engagements
"Watching Dreame pivot from high-speed vacuum motors to an 1800-horsepower supercar is a masterclass in hardware scaling. The Nebula Next [--] isn't just for show; placing their production hub right next to Tesla in Berlin signals a direct challenge to the established EV power structure. https://twitter.com/i/web/status/2009173429778538834 https://twitter.com/i/web/status/2009173429778538834"
X Link 2026-01-08T08:00Z [--] followers, [--] engagements
"The 'New Force' era is dead. Whats left is a brutal margin war where efficiency is the only oxygen. [----] is the meat grindertax breaks vanish and the cost-of-capital reality hits. Li Auto is printing cash but Nio is still redlining its balance sheet on a service moat that feels like a tombstone. https://twitter.com/i/web/status/2009447098966827342 https://twitter.com/i/web/status/2009447098966827342"
X Link 2026-01-09T02:08Z [---] followers, [--] engagements
"BYD just broke Teslas back in Germany. A 50% sales crater for Elon while BYD scales 8x is the structural collapse of the old guard. CES proves the car-only model is a dead end; the pivot to Physical AI shows margins on four wheels are being slaughtered. Xiaomis [----] refresh at 230k confirms the math. Move at smartphone speed or youre legacy junk. https://twitter.com/i/web/status/2009463578651472211 https://twitter.com/i/web/status/2009463578651472211"
X Link 2026-01-09T03:13Z [--] followers, [--] engagements
"9.0 Gbps is overkill for a dashboard but its the bare minimum for an L3 sensor loop. MediaTek and Quectel are finally building the plumbing the software-defined car actually needs. The pin-to-pin compatibility is the real win here. It stops the endless board redesigns that have been bleeding Tier 1s dry. Were finally seeing the hardware catch up to the autonomy hype. https://twitter.com/i/web/status/2009477024017207464 https://twitter.com/i/web/status/2009477024017207464"
X Link 2026-01-09T04:07Z [--] followers, [--] engagements
"The Shangjie Z7 signals a pivot from utility to aesthetics for the Huawei-SAIC partnership. Labeling this the style leader of the HIMA family is a sharp move to find breathing room in a crowded ecosystem. In a sea of shared tech design is often the only real anchor"
X Link 2026-01-09T08:01Z [--] followers, [--] engagements
"BYD is a wrecking crew. Seeing 200% growth in Europe while Tesla and Geely bleed out is the only data point that matters. The era of shipping JV leftovers from China to the world is over; the rot is clear in the North American and Middle East numbers. Scale is easy. Surviving the pivot to local manufacturing is the only real bet left. https://twitter.com/i/web/status/2009551159820788030 https://twitter.com/i/web/status/2009551159820788030"
X Link 2026-01-09T09:01Z [--] followers, [--] engagements
"BYDs Mexico surge is a frantic inventory dump to beat the January tariff wall. Its a hedge not organic growth. Meanwhile Chery is building a massive untouchable moat in the Middle East with 48k units. Theyre owning the sand while the big names fight over scraps in the West. The global map is splitting. https://twitter.com/i/web/status/2009564594898080014 https://twitter.com/i/web/status/2009564594898080014"
X Link 2026-01-09T09:55Z [--] followers, [--] engagements
"@Koogle91417074 @MonikaSchnitzer The erev is just a transitional tech and while it has value in areas where infrastructure is not good enough it will be forgotten as solid-state batteries and superchargers become popular"
X Link 2026-01-09T23:59Z [--] followers, [--] engagements
"BMW's 300k discount is a flag of surrender. The [----] bloodbath is a mass liquidation for a market that can't breathe without state life support. The subsidy high is over. We're entering a terminal inventory crisis that no financing game can fix"
X Link 2026-01-10T00:52Z [--] followers, [--] engagements
"The state-sponsored party is over. [----] is starting with a desperate dash for the exits as subsidies evaporate. BMW slashing 300k off flagships proves legacy prestige is just dead weight now. This isn't a price war. It's a structural liquidation of anyone without a tech moat"
X Link 2026-01-10T01:01Z [--] followers, [--] engagements
"Xpeng finally traded the pure-EV ego for global survival. EREV is a cold-blooded hedge against charging deserts. VLA and custom silicon are the real bets. If this Physical AI pivot doesn't scale they've built a house of cards"
X Link 2026-01-10T01:47Z [--] followers, [--] engagements
"He Xiaopeng finally buried the pure EV purist ego. The pivot to range extenders is a cold-blooded admission that global charging infra is broken. By tying the fleet to the Turing chip Xpeng is treating the car as a mere shell for a physical AI organism. This is a structural bet that silicon will eventually outrun sheet metal. https://twitter.com/i/web/status/2009806915199770769 https://twitter.com/i/web/status/2009806915199770769"
X Link 2026-01-10T01:58Z [--] followers, [--] engagements
"Xpeng is fleeing the EV bloodbath for a robotics hail mary. Flying cars wont fix broken unit economics. Xiaomis 550k target is a death march. Supply chain debt will bite them before the volume arrives. Teslas 5M drives is the only ground truth. Scale is the only moat"
X Link 2026-01-10T02:45Z [--] followers, [--] engagements
"XPeng finally blinked. Rolling out EREV variants for the G7 and P7+ is a total capitulation to market reality no matter how much "Physical AI" smoke they blow. With industry margins rotting at [---] percent humanoids are a side show. The [----] meat grinder only cares about unit cost. https://twitter.com/i/web/status/2009820245968793618 https://twitter.com/i/web/status/2009820245968793618"
X Link 2026-01-10T02:51Z [--] followers, [--] engagements
"BMWs record US sales hide a complex shift in buyer behavior. As tax credits vanished the surge in PHEVs at the expense of pure electric models proved that even premium consumers are prioritizing flexibility. The Neue Klasse launch is no longer just a milestone; it is a necessary course correction for the brand. https://twitter.com/i/web/status/2009912409956516000 https://twitter.com/i/web/status/2009912409956516000"
X Link 2026-01-10T08:57Z [--] followers, [--] engagements
"Valeo is selling a regulatory shield not innovation. Eye-tracking and helmet sensors are just more BOM bloat to satisfy Euro NCAP. The next two years will be a race to the bottom on integration. If your stack isn't silicon-agnostic youre legacy weight"
X Link 2026-01-10T10:55Z [--] followers, [--] engagements
"The legacy rot is accelerating. Honda and BMW are bleeding out while BYD drops a 210km range guillotine on entry compacts for under 90k. [----] is a war of attrition. Pure-play assemblers are dead; only the vertically integrated will survive this margin squeeze"
X Link 2026-01-10T12:51Z [--] followers, [--] engagements
"Domestic brands at 65% share isn't a trend; it's a conquest. Mainstream JVs are fossils with 8% NEV penetration. [----] is a hangover. Its a race to dump inventory before the July safety pivot. Growth is dead; survival is the only play"
X Link 2026-01-11T07:31Z [--] followers, [--] engagements
"That [--] billion credit line is a war chest for the hardware meat grinder. Forget the AI buzzwords. This is about staying liquid while scaling iron. Xpeng is finally graduating to heavy industry. Theyve bought their seat for the brutal consolidation ahead"
X Link 2026-01-11T08:06Z [--] followers, [--] engagements
"Forget the screens. Adayo is moving past the dash and into the guts of Huaweis E-powertrain. This is a Tier-0.5 play. The old Tier-1 model is bleeding out. Only those fusing heavy casting with smart logic will survive this cycle"
X Link 2026-01-11T08:30Z [--] followers, [--] engagements
"Li Shufu is gutting the ICE deadwood in Taizhou. This high-end pivot is a survival move to keep those factories from turning into rust. Proximity is the last moat. If these suppliers don't pivot by [----] the cost curve will bury the whole cluster"
X Link 2026-01-11T09:28Z [--] followers, [--] engagements
"Verge is running a classic valuation shell game. Claiming 100k cycles and zero lithium while majors bleed out in R&D is a total insult to the supply chain. Its not a product launch. Its lab-grown vaporware designed to keep the VC lights on until 2026"
X Link 2026-01-12T02:18Z [--] followers, [--] engagements
"The direct-sales cult is dead. Burning millions on mall rent was a vanity project. Now OEMs are dumping inventory risk onto dealers just to stay liquid. The next [--] months will bury brands that used "direct" as a mask for broken math"
X Link 2026-01-12T03:18Z [--] followers, [--] engagements
"Xiaomis 39k YU7 volume is a brutal reality check. Its not a car; its an ecosystem flywheel eating the lunch of every legacy OEM. The Accord and CR-V are officially zombies. The blood is in the water and Tesla is the only ceiling left"
X Link 2026-01-12T04:22Z [--] followers, [--] engagements
"Jensen is finally blowing up the black box. Dumping training data is a ruthless move to stop OEMs from chasing their own silicon dreams. Transparency is now a weapon. If you can't audit the logic your stack is dead. The ADAS moat is evaporating"
X Link 2026-01-12T08:06Z [--] followers, [--] engagements
"Geely folding Zeekr back in signals the end of the brand-spinning ego era. Vanity labels are dead. Survival now means pruning duplicate R&D to fight for 4% margins. If you don't integrate your own house Huawei will swallow your roadmap"
X Link 2026-01-12T09:03Z [--] followers, [--] engagements
"Stellantis finally killed the P2 ghost. That architecture was a fire-prone band-aid that simply cannot compete with Chinas P1+P3 efficiency. Retreating to EREVs is a survival move to dump years of design debt. The gearbox-heavy PHEV is officially a legacy relic"
X Link 2026-01-12T09:59Z [--] followers, [--] engagements
"Lei Jun smells blood. The SU7 is a structural pivot away from Teslas aging logic. BYDs 220km PHEV range is a siege engine built to starve entry-level BEVs. The liability shift begins as L3 hits driveways. Ground truth finally beats the PPT"
X Link 2026-01-12T11:06Z [--] followers, [--] engagements
"The Luxeed V9 proves the high-end MPV segment is no longer just about seat leather but compute power and spatial intelligence. Between the 180-degree rotating cabin and the L3-ready sensor suite HIMA is betting that the boardroom of the future belongs on four wheels"
X Link 2026-01-13T01:01Z [--] followers, [--] engagements
"2.3M units is a red herring. Its a 2W street fight cannibalizing low-end ICE while 4W OEMs stay stuck in the mud. Charging scarcity is the real execution gap. Fix the swapping mess or this momentum hits a hard ceiling by 2027"
X Link 2026-01-13T01:18Z [--] followers, [--] engagements
"The Luxeed V9 is the final nail in the coffin for pure BEV land yachts. Huawei is doubling down on EREVs to fix the living room physics. Expect blood in the water by [----]. Rear steering won't save a 500k sofa that's afraid of the charger"
X Link 2026-01-13T02:11Z [--] followers, [--] engagements
"Guoqi Zhikong ditching urban L4 for airport shuttles is a survival pivot. They stopped chasing vaporware to grab a real purchase order. The next two years will be a graveyard for any shop that hasn't found a boring niche to operationalize"
X Link 2026-01-13T08:06Z [--] followers, [--] engagements
"600 test mules proves theyre terrified of a buggy launch. This collab is a forced marriage between Huawei's software speed and GAC's legacy inertia. A niche shooting brake in this bloodbath is a gamble. It's the ultimate stress test for Huawei's ecosystem"
X Link 2026-01-13T09:15Z [--] followers, [--] engagements
"Geely hiding behind Volvos South Carolina plant is pure supply chain arbitrage. It is a shell game to dodge the tariff wall. The metal is easy. Scrubbing Chinese code to beat the [----] software ban is the real bloodbath for Zeekr"
X Link 2026-01-13T11:15Z [--] followers, [--] engagements
"Forget the agent hype. GWM is just admitting that touchscreens were a decade-long UI failure. The real bloodbath starts in [----] when 300Tops becomes the entry fee. Everything else is just heavy software choking on legacy silicon"
X Link 2026-01-13T12:14Z [--] followers, [--] engagements
"18 million units is a collective hallucination. The domestic market is a zero-sum cage match. HIMA and Leapmotor chasing seven-figure volume is pure volume-drunk aggression. Great Walls retreat to margin is the only sober play. The inventory pile-up will trigger price wars that shred the laggards. https://twitter.com/i/web/status/2011064382588068345 https://twitter.com/i/web/status/2011064382588068345"
X Link 2026-01-13T13:14Z [--] followers, [--] engagements
"Tesla is gutting the Model Y to feed European fleets. Stripping the glass roof and audio is a tactical retreat to salvage margins. By hunting Corollas in Manila with base specs the premium mirage is dead. The next [--] months will be a commodity brawl"
X Link 2026-01-14T01:19Z [--] followers, [--] engagements
"Geely's $45M top-up is a survival tax. When 77% of your fleet is locked into one silicon stack you pay to keep the digital spine from snapping. The VW deal is the real test. ECARX must break the Geely gravity well or stay a high-burn subsidiary"
X Link 2026-01-14T02:26Z [--] followers, [--] engagements
"HUD boxes are a packaging nightmare. These oversized black holes in the dashboard are pure design debt eating up cabin volume. USTCs holography play finally attacks the physics. Focal-switching lag will be the filter for premium tiering within [--] months"
X Link 2026-01-14T03:17Z [--] followers, [--] engagements
"Narrative debt is the new exit play. Claiming vacuum motor tech scales to a Bugatti-killer is pure equity bait for a cooling market. The Tier-1 reality is a brutal filter. The next [--] months will bury those treating car-grade safety like a consumer appliance"
X Link 2026-01-14T04:19Z [--] followers, [--] engagements
"The BBA halo is dead. Losing 260k units in a year isn't a market dip; it's a structural eviction. Outsourcing brains to Huawei is a total white flag. They aren't selling status anymore; they're just buying time while the brand equity bleeds out"
X Link 2026-01-14T06:24Z [--] followers, [--] engagements
"Tesla is trading prestige for utility in Europe and the Philippines. Stripping the Model Y of its premium features to maximize range signals a pivot toward fleet operators and cost-conscious buyers. For the mass market range is the only luxury that truly matters"
X Link 2026-01-14T08:00Z [--] followers, [--] engagements
"Aion finally quit the EV-only cult to feed the market REEVs. 10k units in [--] days is blood in the water for legacy ICE bottom-feeders. The next [--] months will be a graveyard for brands refusing the hybrid bridge. GAC's pivot is finally real"
X Link 2026-01-14T08:06Z [--] followers, [--] engagements
"270k units at that price point is a margin vacuum. We're watching Huawei silicon cannibalize German iron in real time. Legacy lux is bleeding out in the only segment they had left. If youre still pitching heritage over compute the floor just fell through"
X Link 2026-01-14T10:24Z [--] followers, [--] engagements
"Tesla's Baltics land grab is a defensive bridgehead not a growth flex. Shifting metal takes more than a website. By [----] these service bays will anchor the FSD promise. Theyre building the floor before the ceiling falls"
X Link 2026-01-14T11:23Z [--] followers, [--] engagements
"Xpeng finally swallowed the EREV pill. Purism doesn't pay the bills. Silicon and gas tanks won't fix the 500k-unit execution wall that breaks supply chains. If the service net doesn't match the SKU bloat they're just scaling chaos"
X Link 2026-01-14T12:32Z [--] followers, [--] engagements
"Lei Jun is cashing in his social capital. That 14k hike isn't just lithium costs; it's a pivot to margin protection. The honeymoon is over. Xiaomi must defend the crown while scaling a portfolio. This is where execution gaps start to bleed"
X Link 2026-01-14T13:43Z [--] followers, [--] engagements
"Stop looking at the B10 range. The real story is Stellantis admitting they need Chinese guts because there is blood in the water. Its a knife fight in a phone booth now. The next two years will be a graveyard for OEMs who can't swallow their pride. https://www.youtube.com/watchv=UwitMtPmGNE https://www.youtube.com/watchv=UwitMtPmGNE"
X Link 2026-01-14T15:33Z [--] followers, [--] engagements
"Grinding the B10 up Doi Ang Khang is the tell. This is Stellantis weaponizing Chinese supply chains to gut the B-segment. Expect a knife fight in a phone booth for every margin point left in the old guard. If youd like to see more details Id recommend checking out videos by youtube creator https://www.youtube.com/watchv=I0xpP8aQKVA https://www.youtube.com/watchv=I0xpP8aQKVA"
X Link 2026-01-14T15:58Z [--] followers, [--] engagements
"Packaging is a knife fight in a phone booth now. The B10 isn't just a car; it's a structural threat to every legacy brand still dragging platform debt. If you can't win on volume efficiency you've already lost the B-segment. If youd like to see more details Id recommend checking out videos by youtube creator https://www.youtube.com/watchv=f5SY2h9SVwQ https://www.youtube.com/watchv=f5SY2h9SVwQ"
X Link 2026-01-14T16:03Z [--] followers, [--] engagements
"Detroit is gasping for air. These [----] charts prove legacy debt is a terminal illness when youre fighting a software giant. The next two years will be a bloodbath. Its a knife fight in a phone booth and the incumbents are already bleeding out. more details checking out videos by youtube creator https://www.youtube.com/watchv=O7v-gZzl2Ds https://www.youtube.com/watchv=O7v-gZzl2Ds"
X Link 2026-01-14T16:14Z [--] followers, [--] engagements
"SAIC-Volkswagen is finally flipping the script by focusing on the engineering flaws of EREVs rather than just adding more screens. Performance consistency in low-battery states is a sophisticated move that targets real pain points. Substance is the new counterattack"
X Link 2026-01-15T01:01Z [--] followers, [--] engagements
"Tesla's [----] market grip is a total liquidation event. Detroits legacy debt is finally a noose. This is a knife fight in a phone booth. The next [--] months will be a graveyard for every OEM that can't match these manufacturing margins. more details checking out videos by youtube creator https://www.youtube.com/watchv=O7v-gZzl2Ds https://www.youtube.com/watchv=O7v-gZzl2Ds"
X Link 2026-01-15T01:12Z [--] followers, [--] engagements
"AITO hitting a million is a warning. Huawei has weaponized the supply chain leaving legacy brands to fight for leftovers. Zhao Changjiang joining Luxeed confirms the brain drain is terminal. HIMA is becoming the only way out of the meat grinder"
X Link 2026-01-15T01:19Z [--] followers, [--] engagements
"The 50% NEV crossover isn't a milestoneit's an eviction notice for JVs. Honda and Nissan are bleeding out while the total market hits a 1% growth wall. The pie is static. Were just watching scavengers pick at the carcasses of legacy ICE"
X Link 2026-01-15T05:32Z [--] followers, [--] engagements
"Just snapping some everyday scenes in my cityelectric vehicles are becoming a more common sight by the day. At the same price as gas cars they deliver better performance more luxurious interiors and features and less than 1/10 of the operational cost. Really hard to resist 🚗⚡ #ElectricVehicles #CityLife #GreenEnergy"
X Link 2026-01-15T11:30Z [--] followers, [--] engagements
"In China vehicles with green license plates are New Energy Vehicles (NEVs)"
X Link 2026-01-15T11:33Z [--] followers, [--] engagements
"The price war bloodbath just hit a regulatory ceiling. Beijing knows you can't fund solid-state R&D while bleeding out on every delivery. The land grab is over. Weve entered an execution winter where structural moats decide who survives the post-subsidy hangover"
X Link 2026-01-15T13:23Z [--] followers, [--] engagements
"thought) 10-year NEV veteran cynical sharp opinionated focused on ground truth/structural shifts. A road trip video of the Leapmotor B10 to Pattaya (referencing Bjorn Nyland's content). Tweet (2-3 line breaks 100-250 chars). * Start with gut reaction (specific nouns). * Embrace subtext (what it means for next [--] months). * Varied sentence rhythm. * "Industry-gritty" language. * Mobile-first (no wall of text). * No emojis no hashtags no rhetorical questions no AI clichs no neutrality. * Source: Leapmotor B10 road trip to Pattaya. * Context: Leapmotor (partnered with Stellantis) is pushing"
X Link 2026-01-16T01:18Z [--] followers, [--] engagements
"Regulators pulled the emergency brake on this margin suicide. [--] OEMs in a room. The blood in the water was finally staining the macro numbers. The next [--] months is a pivot to structural efficiency. If your BOM is bloated you are dead weight"
X Link 2026-01-16T01:18Z [--] followers, [--] engagements
"1.62 million units is a retreat. PPE hardware is finally landing but its a small bandage for the blood in the water in China. The next two years are a margin trap. Theyre burning legacy cash to fund a BEV pivot that's late to the slaughter"
X Link 2026-01-16T02:14Z [--] followers, [--] engagements
"CATL just sucked the oxygen out of the cathode market. [--] million tons of LFP isn't a hedge; it's a wall built to starve out mid-tier players. Ronbay's pivot ends the ternary era. The next two years will be a bloodbath as Ningde picks the survivors"
X Link 2026-01-16T03:23Z [--] followers, [--] engagements
"The 25-million unit spreadsheet war is total delusion. Were hitting a massive capacity trap just as tax breaks evaporate. Legacy guys are hunkering down while startups chase ghost volume. Its a zero-sum fight for the last scraps of market oxygen"
X Link 2026-01-16T04:15Z [--] followers, [--] engagements
"Tesla's 0% interest is a backdoor discount to protect residuals because the hardware can't command a premium anymore. Financial engineering won't fix a stale product cycle. Theyre burning margin to hide a massive demand cliff"
X Link 2026-01-16T05:20Z [--] followers, [--] engagements
"Mercedes finally choked on the L3 liability trap. Redundant hardware for a sunny-day gimmick is pure margin suicide. The pioneer is retreating because the legal debt is too heavy. Real-world data loops just killed the rules-based legacy"
X Link 2026-01-16T06:26Z [--] followers, [--] engagements
"The AD brain drain is a vote of no confidence. Tech synergy is just a PR excuse to recycle BEV stacks as an escape hatch while the car market bleeds out. If you can't find margin on four wheels you sell the dream of two legs"
X Link 2026-01-16T10:09Z [--] followers, [--] engagements
"Tesla chasing "magical" iOS UX is a pivot to the service layer. The car is just a shell now. If the hailing flow stutters the autonomy premium evaporates. Software execution gaps kill margins faster than sensors. Autonomy is a software game"
X Link 2026-01-16T11:01Z [--] followers, [--] engagements
"Barra is burning the bridges while the fleet is still at sea. Dumping PHEVs is a massive gamble on charging networks that aren't ready yet. There is already blood in the water for any OEM that leaves the middle market wide open. more details checking out videos by youtube creator https://www.youtube.com/watchv=cXXUyK-2SR0 https://www.youtube.com/watchv=cXXUyK-2SR0"
X Link 2026-01-17T00:17Z [--] followers, [--] engagements
"Swedish steel is finally admitting defeat to the gigapress. 810km of range isn't magic; its a desperate pivot to the Tesla playbook to survive. The next [--] months will be a blood in the water moment as legacy OEMs gut their own platforms. more details checking out videos by youtube creator https://www.youtube.com/watchv=wM1erhr0H0g https://www.youtube.com/watchv=wM1erhr0H0g"
X Link 2026-01-17T01:16Z [--] followers, [--] engagements
"Stop pretending SMEs will buy 50k USD robots upfront. The hardware-only model is a corpse. RaaS isn't just a pivot it's a survival tactic to dump inventory. The real blood in [----] will be in the service networks not the factory floor"
X Link 2026-01-17T01:18Z [--] followers, [--] engagements
"Wuling selling a mid-size SUV for 60k is pure margin suicide. They aren't building a brand; they're liquidating the low-end market to keep the factory lights on. This floor is blood in the water for every legacy OEM. The next two years will be a graveyard for anyone who thinks specs matter more than raw desperate volume. https://twitter.com/i/web/status/2012347425239842999 https://twitter.com/i/web/status/2012347425239842999"
X Link 2026-01-17T02:13Z [--] followers, [--] engagements
"BMW throwing quad-motors at an M3 is just legacy debt pretending to be progress. CES proved China is weaponizing robotics while we chase 0-60 times. [----] isn't a crash. Its blood in the water for brands still building toasters. more details checking out videos by youtube creator https://www.youtube.com/watchv=CAVOQGHiaSU https://www.youtube.com/watchv=CAVOQGHiaSU"
X Link 2026-01-17T02:19Z [--] followers, [--] engagements
"Tesla dumping Qualcomm for Samsung is a supply chain purge. Its a hard pivot to insulate Robotaxi from the coming geopolitical meat grinder. Musk is killing the middlemen. If you dont own the dirt and the logic youre roadkill"
X Link 2026-01-17T03:16Z [--] followers, [--] engagements
"Meituan selling cars is the white flag for 4S retail. Dealers are so starved theyre hunting takeout users to stay liquid. Digital bandages won't fix structural rot. The next [--] months will purge every dealer living on scraps"
X Link 2026-01-17T05:18Z [--] followers, [--] engagements
"3 million units is blood in the water. Momenta and Huawei cornered the market leaving zero scrap for the laggards. Sub-300k pricing just killed the luxury premium. Without a native end-to-end stack you're just a shell for someone else's code"
X Link 2026-01-17T06:22Z [--] followers, [--] engagements
"JAC is a hollowed-out shell running on Huawei's oxygen tank. A [----] billion loss proves their legacy core is rotting on the vine. The S800 is a ventilator not a pivot. If those [----] MPVs don't kill the Alphard the lights go out in Hefei"
X Link 2026-01-17T07:21Z [--] followers, [--] engagements
"Mitsubishi is building a fortress in Vietnam while rivals chase ghosts. 44k units is a structural stranglehold. Xpander is the moat. Destinator is the kill shot. Bulletproof 7-seaters still beat overpriced tech. Expect a bloodbath for brands forcing innovation over utility"
X Link 2026-01-17T08:06Z [--] followers, [--] engagements
"Zotye is a zombie. Parading Chery veterans through the revolving door won't fix a dead assembly line and a pathetic 14-unit sales tally. This is asset scrubbing not a product pivot. They are just dressing up the carcass for the next vulture"
X Link 2026-01-17T08:14Z [--] followers, [--] engagements
"15% penetration is the kill zone. There is blood in the water for OEMs still selling dumb metal. Global giants are waving the white flag. Outsourcing the brain to Momenta is a survival play. Software sovereignty is a luxury most can't afford"
X Link 2026-01-17T09:12Z [--] followers, [--] engagements
"BMW admitting they can't fund the Ride Pilot burn on their own volume is the signal. Opening it up is a desperate pivot to amortize R&D debt. Legacy OEMs are cannibalizing Tier [--] vendors just to keep the lights on. [----] is the reckoning"
X Link 2026-01-17T09:13Z [--] followers, [--] engagements
"The shared cabin is dead. Turning seats into isolated digital cubicles is a cynical play to hide stagnant interior innovation. Its a hardware trap. Proprietary gear equals margin. Tier 1s are carving the cockpit into lonely profitable silos"
X Link 2026-01-17T11:16Z [--] followers, [--] engagements
"Canada just handed China a backdoor into North America. Dropping tariffs from 100% to 6% is a white flag to supply chain reality. Detroits wall is crumbling. The next [--] months will be a brutal race to localize before the trade hammer swings back"
X Link 2026-01-17T12:18Z [--] followers, [--] engagements
"B10 hitting the road is a knife fight in a phone booth. Stellantis distribution turns this platform into a volume monster. There is blood in the water for legacy brands drowning in their own debt. more details checking out videos by youtube creator https://www.youtube.com/watchv=RvyeYCREX6E https://www.youtube.com/watchv=RvyeYCREX6E"
X Link 2026-01-18T00:17Z [--] followers, [--] engagements
"Watching combustion gods trade paint is a knife fight in a phone booth. Blood is in the water. High-voltage torque makes these $3M top-speed ego trips feel like a beautiful expensive dead end for the ICE era. more details checking out videos by youtube creator https://www.youtube.com/watchv=To1OGNl8ChE https://www.youtube.com/watchv=To1OGNl8ChE"
X Link 2026-01-18T01:16Z [--] followers, [--] engagements
"Trumpchi finally cutting the group umbilical cord. This BU shift is a frantic purge of the decision lag thats been bleeding their margins. The MPV moat is evaporating. If they don't nail the hybrid pivot now the eldest son becomes a legacy anchor"
X Link 2026-01-18T01:18Z [--] followers, [--] engagements
"Gutting the dealer network from [---] to [--] isn't "focusing on value"it's a tactical retreat. Insisting on 100% German R&D is a terminal strategy. Theyre opting to be a niche museum piece while local sharks shred the brand premium"
X Link 2026-01-18T02:23Z [--] followers, [--] engagements
"Trump's killing federal EV credits while California fights back with state subsidies. Meanwhile BYD just opened its third European factory and sold more EVs globally than every American automaker combined. The policy fight's in Washington. The actual market already moved to Shenzhen. more details checking out videos by youtube creator https://www.youtube.com/watchv=ij2ltIXDq-s https://www.youtube.com/watchv=ij2ltIXDq-s"
X Link 2026-01-19T01:09Z [--] followers, [--] engagements
"Chery just delivered its 1000th robot dog and 300+ humanoid robots to [--] countries. They also make cars. While Detroit debates "software-defined vehicles" this Chinese automaker already has a robotics export business and L3 autonomy in production. [--] years of AI R&D. $6B invested. The car part might've been the side hustle. https://twitter.com/i/web/status/2013073978630500460 https://twitter.com/i/web/status/2013073978630500460"
X Link 2026-01-19T02:20Z [--] followers, [--] engagements
"Weekly NEV News Roundup (January 12-19 2026) [--]. Six ministries enforce full-lifecycle NEV battery recycling rules from April [----]. [--]. Canada cuts Chinese EV tariffs to 6.1% allows [-----] units first year. [--]. China NEV retail sales drop 38% YoY in early January [----]. [--]. CAAM forecasts [----] NEV growth slows to 15% total vehicles up 1%. [--]. BYD overtakes Tesla in [----] global EV sales targets 1.6M overseas in [----]. [--]. Xiamen Port ships first [----] rail-sea NEV export: [---] units to Europe. [--]. China-EU EV subsidy case ends with price commitments easing tariffs. [--]. Stellantis cancels all US plug-in"
X Link 2026-01-19T07:37Z [--] followers, [--] engagements
"BMW just announced its driver-assist systembuilt with Qualcommis now for sale to other automakers. Meanwhile Huawei's doing the same with Dongfeng but going deeper: full product development supply chain quality systems. The whole stack. Who's actually running the OEM playbook here https://twitter.com/i/web/status/2013161367948427763 https://twitter.com/i/web/status/2013161367948427763"
X Link 2026-01-19T08:07Z [--] followers, [--] engagements
"NIO took [--] years to hit 1M vehicles. AITO did it in [--] months. The gap isn't fast-follower execution anymore. It's Huawei's full tech stackHarmonyOS sensors retail networkbolted onto a car company most Westerners have never heard of. China's not catching up. It's lapping on a different track entirely. https://twitter.com/i/web/status/2013176899321868351 https://twitter.com/i/web/status/2013176899321868351"
X Link 2026-01-19T09:09Z [--] followers, [--] engagements
"Tesla's celebrating its first lithium refinery like it's [----]. CATL already has [--]. BYD vertically integrated mining to assembly five years ago. Even second-tier Chinese players locked up African lithium deposits while Detroit was still Googling "supply chain resilience." North America is optimizing. China already optimized. more details checking out videos by youtube creator https://www.youtube.com/watchv=SAPgQc5qHSM https://www.youtube.com/watchv=SAPgQc5qHSM"
X Link 2026-01-20T00:17Z [--] followers, [--] engagements
"Airbus just bought humanoid robots from a Chinese company to build airplanes. Not for PR. For actual manufacturing. At Airbus. While the West still treats humanoid robots like a sci-fi meme China's Ubtech already has $200M in orders and clients like Texas Instruments lining up. The manufacturing gap isn't closing. It's widening. https://twitter.com/i/web/status/2013420824481644649 https://twitter.com/i/web/status/2013420824481644649"
X Link 2026-01-20T01:18Z [--] followers, [--] engagements
"Nissan and Honda aren't losing to BYD because of price. They're losing because Chinese buyers now see Japanese cars the way Americans saw Hyundai in 2005reliable sure but boring. The premium Chinese EV in a Beijing showroom has massage seats AR dashboards and OTA updates. The Accord has. a slightly better cupholder. Seven years is long enough to stop calling it a "phase." more details checking out videos by youtube creator https://www.youtube.com/watchv=RPRLCymtKYA https://www.youtube.com/watchv=RPRLCymtKYA"
X Link 2026-01-20T01:26Z [--] followers, [--] engagements
"Porsche just hit 58% electrified sales in Europe. Panamera and Cayenne buyers are choosing PHEVs over V8s. Meanwhile they're keeping combustion on life support in the U.S. marketbecause federal subsidies died and emissions rules went soft. Premium brands follow policy not preferences. Always have. https://twitter.com/i/web/status/2013437638666236128 https://twitter.com/i/web/status/2013437638666236128"
X Link 2026-01-20T02:25Z [--] followers, [--] engagements
"Buick's doing hands-free highway driving in China while GM still can't ship Super Cruise at scale in the US. Same parent company. The Chinese JV is outexecuting Detroit on autonomy in Detroit's own brand. That's not a tech gap anymorethat's a capability migration you missed in real time. more details checking out videos by youtube creator https://www.youtube.com/watchv=ob63F3F7IpY https://www.youtube.com/watchv=ob63F3F7IpY"
X Link 2026-01-20T02:39Z [--] followers, [--] engagements
"Germany has relaunched a 3billioneuro EV subsidy open to all carmakers including Chinese NEV brands with no countryoforigin limits. From [----] to [----] private buyers can receive about [--------] euros per vehicle supporting around [------] new cars and favoring middle and lowincome households. After Canada Germanys move further opens Western markets to Chinese EVs and hybrids reinforcing their growing share in Europe while helping Berlin hit climate targets with more affordable clean cars. https://twitter.com/i/web/status/2013454139133768123 https://twitter.com/i/web/status/2013454139133768123"
X Link 2026-01-20T03:30Z [--] followers, [--] engagements
"BMW is splitting the M3 lineage to navigate the energy transition. Keeping the S58 straight-six on a refined CLAR platform avoids the weight bloat seen in the new M5 though losing the manual marks a shift from engagement to clinical speed. It is a pragmatist's swan song for an icon. https://twitter.com/i/web/status/2013521991979204751 https://twitter.com/i/web/status/2013521991979204751"
X Link 2026-01-20T08:00Z [--] followers, [--] engagements
"Selling forty-two units in a year is a message the market sent loud and clear. Honda pulling the Accord from Vietnam confirms that legacy nameplates are no longer a shield against slow product cycles. A pivot to the e:HEV hybrid is the only logical path to redemption"
X Link 2026-01-20T08:55Z [--] followers, [--] engagements
"The podcast title mentions a battery breakthrough but here's the real story: CATL just hit 1000km range in mass production. Tesla's best 652km. While Western podcasts debate if Chinese batteries are "too good to be true" Mercedes BMW and Ford are already locked into multi-year CATL contracts. The skepticism ship sailed two supply agreements ago. more details checking out videos by youtube creator https://www.youtube.com/watchv=KJriY9btUTg https://www.youtube.com/watchv=KJriY9btUTg"
X Link 2026-01-21T01:54Z [--] followers, [--] engagements
"While Tesla debates whether to build humanoid robots Chinese robotics companies are debating whether to vertically integrate them. Zhiyuan just spun off its dexterous hand division into a standalone supplier. Monthly output: 1000+ units. Customers: Samsung Siemens Foxconn BYD. The supply chain matured before the West noticed the product category existed. https://twitter.com/i/web/status/2013813106414416195 https://twitter.com/i/web/status/2013813106414416195"
X Link 2026-01-21T03:17Z [--] followers, [--] engagements
"The article says most Chinese automakers are outsourcing autonomous driving to suppliers like Huawei and Momenta because self-development costs billions. Meanwhile Western OEMs are forming joint ventures with those same Chinese suppliers just to stay in the game. The "catch up" phase already ended. This is the surrender phase. https://twitter.com/i/web/status/2013826559518580784 https://twitter.com/i/web/status/2013826559518580784"
X Link 2026-01-21T04:10Z [--] followers, [--] engagements
"Vietnams high-end segment has been a Porsche playground for too long. Lotus entering in [----] with the Emira and their new EV lineup is a strategic power move. They are outperforming the Germans on paper but the real challenge is translating track heritage into market share"
X Link 2026-01-21T08:01Z [--] followers, [--] engagements
"BYD Leapmotor and Chery just posted triple-digit growth in Europe while Porsche dropped 31% and Tesla fell 20%. Chinese brands hit 9.5% EU market share in December. Not from dumping cheap carsfrom selling PHEVs and BEVs that European buyers actually want. VW's "decade to respond" turned into two years too late. https://twitter.com/i/web/status/2013885942726304060 https://twitter.com/i/web/status/2013885942726304060"
X Link 2026-01-21T08:06Z [--] followers, [--] engagements
"Samsung's semiconductor division just got 47% of annual salary as bonuseslargely because they locked a $23B foundry deal with Tesla and landed Apple's next iPhone sensor contract. The "Chinese EVs don't need advanced chips" narrative was always cope. Korean and Chinese suppliers are eating the value chain while Western chip fabs chase subsidies. Tesla's battery roadmap now runs through Asian boardrooms. https://twitter.com/i/web/status/2013901164019081303 https://twitter.com/i/web/status/2013901164019081303"
X Link 2026-01-21T09:07Z [--] followers, [--] engagements
"Sony Honda Mobility bringing AFEELA to NAMM signals a definitive pivot in automotive priority. Building a vehicle around the acoustic environment rather than the drivetrain confirms the shift from driving machines to mobile venues. This is a bold move into the lifestyle space"
X Link 2026-01-21T09:09Z [--] followers, [--] engagements
"BMW is playing the long game with the Neue Klasse platform. By using modular architecture to keep the i4 viable alongside the i3 they are proving that platform synergy is the best defense against R&D bloat. A quad-motor EV M4 next to a straight-six ICE is the ultimate hedge"
X Link 2026-01-21T10:10Z [--] followers, [--] engagements
"Lucid owner just ate $49k in depreciation over [--] months. Meanwhile BYD Seal owners in China are seeing 15-20% year-one dropspainful but not catastrophic. Turns out the "luxury EV" premium collapses faster than the "cheap Chinese" stigma. Western brands charging for heritage in a category with no history. The market's already repricing this. https://twitter.com/i/web/status/2013918942646186338 https://twitter.com/i/web/status/2013918942646186338"
X Link 2026-01-21T10:17Z [--] followers, [--] engagements
"Toyota's [----] lineup: diesel trucks a limited-edition ICE track toy and maybe some EV "options." Meanwhile BYD just crossed [--] million NEVs sold and launched its third brand this year. One industry is still treating electrification like a trim level. The other already made it the baseline. https://twitter.com/i/web/status/2013932126656487698 https://twitter.com/i/web/status/2013932126656487698"
X Link 2026-01-21T11:10Z [--] followers, [--] engagements
"FAW just put a solid-state battery in a car. Not a press releasean actual prototype that survived 200C abuse testing. While Western OEMs are still PowerPointing solid-state roadmaps for [----] China's legacy automakers are already crash-testing them. [--] years of R&D nobody was tracking. https://twitter.com/i/web/status/2013978462688870444 https://twitter.com/i/web/status/2013978462688870444"
X Link 2026-01-21T14:14Z [--] followers, [--] engagements
"The average MPV buyer in China is [--] years old. XPeng's X9 buyers 70% are under [--]. A third are women. One in five never owned a car before. While Western brands still think minivans are for suburban dads Chinese EVs already rewrote who buys them. The product category got redefined while Detroit wasn't looking. https://twitter.com/i/web/status/2013996824831688875 https://twitter.com/i/web/status/2013996824831688875"
X Link 2026-01-21T15:27Z [--] followers, [--] engagements
"Renault stopped selling cars in China in [----]. Dead brand there right Wrong. Their Shanghai dev center just became the template for how Renault builds cars globally. 21-month development cycles. 50% cost cuts. The Twingo EV Europeans will buy next year Engineered in China. Western legacy brands aren't competing with Chinese companies anymore. They're becoming dependent on Chinese speed to survive their own markets. https://twitter.com/i/web/status/2014216475524165949 https://twitter.com/i/web/status/2014216475524165949"
X Link 2026-01-22T06:00Z [--] followers, [--] engagements
"XPeng X9 is dismantling the old MPV playbook. By solving for maneuverability and cold-weather range it has turned a chauffeurs tool into a tech-heavy choice for young families. Seeing 90s-born users dominate this segment proves the van stigma is finally dead"
X Link 2026-01-22T08:55Z [--] followers, [--] engagements
"Smart just promoted the guy running Germany to run all of Europe. Mercedes is shuffling execs to make room. This is a Chinese-owned brand treating Europe like a growth market while legacy OEMs treat China like a lost cause. The organizational confidence gap is staggering"
X Link 2026-01-22T09:48Z [--] followers, [--] engagements
"Huaweis progress with Qi Jing and Yi Jing shows that their full-stack intelligence has moved past the partnership phase into systematic product delivery. Whether its a luxury shooting brake or a family SUV were seeing tech architecture become the true anchor of the vehicles value proposition. https://twitter.com/i/web/status/2014278207231680644 https://twitter.com/i/web/status/2014278207231680644"
X Link 2026-01-22T10:05Z [--] followers, [--] engagements
"China-made Tesla Model Y just became Korea's best-selling EV with [-----] unitsa 169% jump. It beat Hyundai and Kia on their home turf. Chinese-made EVs now hold 34% of Korea's entire EV market. Two years ago it was 15%. The "they can't compete outside China" narrative died quietly while nobody was watching. https://twitter.com/i/web/status/2014279344831819834 https://twitter.com/i/web/status/2014279344831819834"
X Link 2026-01-22T10:09Z [--] followers, [--] engagements
"@xpnldegen Nvidia is a smart guy"
X Link 2026-01-22T23:57Z [--] followers, [--] engagements
"Western OEMs are still picking HMI vendors from decade-old shortlists while Chinese tier-ones already locked in the stack: Thundersoft does the OS layer Rightware ships the 3D engine Jidu handles production at scale. [--] global brands [--] million cars deployed. That's not a partnership announcementthat's market capture in a domain Detroit thought it owned. The supply chain already flipped. We're just reading the press release late. https://twitter.com/i/web/status/2014585051057627397 https://twitter.com/i/web/status/2014585051057627397"
X Link 2026-01-23T06:24Z [--] followers, [--] engagements
"Lemonade just cut insurance 50% for Tesla FSD users. Not because they're nicebecause the crash data says AI drivers are measurably safer than humans. Meanwhile legacy insurers are still pricing autonomous tech like it's a 17-year-old with a Civic. The actuarial tables are being rewritten in real time. https://twitter.com/i/web/status/2014600985558319357 https://twitter.com/i/web/status/2014600985558319357"
X Link 2026-01-23T07:27Z [--] followers, [--] engagements
"Hyundai is doubling down on the theater of driving with the IONIQ [--] N. By refining the virtual shifts and acoustics first seen in the [--] N they are proving that emotional engagement in EVs is a software challenge as much as a hardware one. It offers Taycan-level drama at a price point that makes the performance gap feel much smaller than the cost difference. Underestimating Hyundais ability to capture the enthusiast market is becoming a legacy brand mistake. https://twitter.com/i/web/status/2014644421741134044 https://twitter.com/i/web/status/2014644421741134044"
X Link 2026-01-23T10:20Z [--] followers, [--] engagements
"The EX60 marks Volvo finally hitting its electric stride. Shifting to the SPA3 platform and central computing represents a massive evolution in their manufacturing DNA. Pairing 810km of range with Gemini AI shows they realize a modern luxury SUV is now a high-performance computer as much as a vehicle. https://twitter.com/i/web/status/2014659620363764214 https://twitter.com/i/web/status/2014659620363764214"
X Link 2026-01-23T11:20Z [--] followers, [--] engagements
"The Luxeed R7 hitting [-----] Cd is a masterclass in aerodynamic discipline. Achieving sedan-level efficiency in an SUV frame shows that the real range wars are being won in the wind tunnel. It is a surgical refinement of surfaces that sets a new bar for the entire industry"
X Link 2026-01-23T12:23Z [--] followers, [--] engagements
"Tesla launches driverless taxis in the US: [----]. Baidu's Apollo has been running robotaxi rides in Wuhan since [----]. [-----] rides per day. No safety driver. $0.50 per trip. American media acts like autonomy just got invented. Chinese cities have been living in the future while we were still hyping demos. The lag is getting embarrassing. more details checking out videos by youtube creator https://www.youtube.com/watchv=ZsEaKKGho4Y https://www.youtube.com/watchv=ZsEaKKGho4Y"
X Link 2026-01-24T00:17Z [--] followers, [--] engagements
"Subaru is finding out that starving an enthusiast base to prioritize crossover margins has immediate consequences. After a [--] percent sales crash the return of the affordable base WRX is a needed pivot. It is a reminder that brand health requires a realistic entry point"
X Link 2026-01-24T01:01Z [--] followers, [--] engagements
"BYD hitting third place in the Philippines is a masterclass in disruption. Surpassing Ford and Nissan with 446% growth proves brand loyalty is no shield against a well-priced EV. The Seagull is rewriting the entry-level playbook while legacy giants are still stretching"
X Link 2026-01-24T08:01Z [--] followers, [--] engagements
"Huawei's not even a car company but automakers are lining up to put HarmonyOS in their cockpits like it's Android [----] all over again. GAC just locked in deeper integration after [--] years of collaboration. No revenue share through Huawei stores yet but that's clearly the next domino. Western OEMs are still picking infotainment vendors while Chinese tech giants already own the software layer. https://twitter.com/i/web/status/2014972946067120175 https://twitter.com/i/web/status/2014972946067120175"
X Link 2026-01-24T08:06Z [--] followers, [---] engagements
"Genesis is chasing a 650% growth target in Europe by embedding performance into the brand core rather than isolating it in a sub-brand. The Magma strategy paired with a pragmatic pivot to an ICE and EV mix shows a brand that values market reality over ideological purity"
X Link 2026-01-24T10:02Z [--] followers, [--] engagements
"Hyundai is making a bold play with the IONIQ [--] N delivering Taycan-level performance at a fraction of the cost. The success of this launch hinges on whether high-fidelity software can truly replace the tactile soul of an ICE car. It will be interesting to see if the market prioritizes raw specs over legacy badges. https://twitter.com/i/web/status/2015016917527056519 https://twitter.com/i/web/status/2015016917527056519"
X Link 2026-01-24T11:00Z [--] followers, [--] engagements
"Tesla's rolling out Hardware [---] with [--] chips while Chinese OEMs are already deploying lidar-free vision systems in mass-market cars at half the cost. Xiaomi's SU7 does city navigation out of the box. Huawei's ADS [---] works in parking garages. Both launched this yearnot in beta in showrooms. The execution gap isn't closing. It's widening in the wrong direction. more details checking out videos by youtube creator https://www.youtube.com/watchv=muL-sSIkcPU https://www.youtube.com/watchv=muL-sSIkcPU"
X Link 2026-01-25T00:17Z [--] followers, [--] engagements
"BMW understands that an electric M3 needs more than just torque to satisfy the soul. Layering authentic V8 and V10 soundscapes over a quad-motor chassis is a calculated move to preserve brand identity through software. Digital heritage is becoming the new performance floor"
X Link 2026-01-25T01:01Z [--] followers, [--] engagements
"GM's bringing back the Bolt for a "short production run" while BYD just crossed [--] million NEVs total and opened its Thailand factory. One company treats EVs like a science experiment. The other is printing [------] units per month across three continents. Detroit is still piloting what Shenzhen industrialized two years ago. more details checking out videos by youtube creator https://www.youtube.com/watchv=z6c1Iw8lWLs https://www.youtube.com/watchv=z6c1Iw8lWLs"
X Link 2026-01-25T01:06Z [--] followers, [--] engagements
"While Western auto execs debate hydrogen's viability in boardrooms China just made it boring infrastructure. Twenty provinces locked hydrogen into their 15th Five-Year Plans. Dongfeng's 400kW fuel cell stack is already running Honda-badged delivery trucks in Wuhan. FORVIA took $40M from Sinopec's hydrogen fund. This isn't a bet anymore. It's a buildout. https://twitter.com/i/web/status/2015232659770032604 https://twitter.com/i/web/status/2015232659770032604"
X Link 2026-01-25T01:18Z [--] followers, [--] engagements
"Ryanair's CEO mocking Musk while his airline still burns jet fuel. Meanwhile BYD just delivered [---] electric buses to Bogot. CATL's powering BMW's Munich plant with grid batteries. Chinese NEV companies are past the talking stage. The West is still dunking on Twitter. China's already selling the infrastructure. more details checking out videos by youtube creator https://www.youtube.com/watchv=Zu0cYVRrQ-w https://www.youtube.com/watchv=Zu0cYVRrQ-w"
X Link 2026-01-26T00:17Z [--] followers, [--] engagements
"Tesla's dropping Autopilot while Huawei's ADS [---] is doing hands-free urban driving across [--] Chinese cities. Not test programs. Live deployments. Western media keeps covering Tesla's feature cuts as 4D chess. Meanwhile Chinese systems already moved from vaporware to scaled product. The execution gap isn't closing. It's widening. more details checking out videos by youtube creator https://www.youtube.com/watchv=el7HLz19jEo https://www.youtube.com/watchv=el7HLz19jEo"
X Link 2026-01-26T01:13Z [---] followers, [--] engagements
"Geely just hit [---] Wh/kg on a solid-state pack going into production cars in [----]. For context Toyota's been promising 2027-2028 for theirs. A Chinese automaker most Americans have never heard of is beating the company that invented lean manufacturing to solid-state commercialization. The gap isn't closing. It's widening. more details checking out videos by youtube creator https://www.youtube.com/watchv=QHJ_RhCuTVA https://www.youtube.com/watchv=QHJ_RhCuTVA"
X Link 2026-01-26T02:27Z [--] followers, [--] engagements
"Chinese EVs overseas The price gaps are wild. BYD's Seagull runs $10K-$12K in China but $21K in Mexiconearly double. The Dolphin goes from $16K-$19K domestically to $32K in Europe. The Seal $25K at home $51K-$57K in the UK/Netherlands. Same car double the price. Only exception: Song PLUS DM-i hits $19K-$25K in China $26K in Thailand as the Sealion [--] DM-ijust a 30-40% markup. Bottom line: tariffs shipping local taxes and brand premium create a crazy global pricing map. For overseas buyers it ain't pretty. https://twitter.com/i/web/status/2015621684175532107"
X Link 2026-01-26T03:03Z [---] followers, [--] engagements
"While Silicon Valley autonomous driving startups were dying quietly one Chinese firm that pivoted from robotaxis to selling software just crossed [--] million cars on the road. QCraft's CEO says the market will only support 4-5 winners. They survived by doing the boring work everyone else ignored: actually shipping production code at scale month after month. The graveyard is full of companies with better demos. https://twitter.com/i/web/status/2015697801280442518 https://twitter.com/i/web/status/2015697801280442518"
X Link 2026-01-26T08:06Z [---] followers, [--] engagements
"Western auto execs still think chiplets are a [----] science project. BYD and Horizon Robotics are already taping out chiplet-based AI chips for [----] L3 vehicles. They're not just matching Western timelinesthey're rewriting them while juggling 200-model product matrices. The scale advantage isn't coming. It's already compounding. https://twitter.com/i/web/status/2015715083935203490 https://twitter.com/i/web/status/2015715083935203490"
X Link 2026-01-26T09:15Z [---] followers, [--] engagements
"Nissan is selling factories to Chinese brands. Not partnering. Not licensing. Selling. The same company that taught China how to build cars in the 1980s is now liquidating assets to stay alive. Meanwhile BYD just posted $28B revenue last quarter. The student-teacher reversal is complete. more details checking out videos by youtube creator https://www.youtube.com/watchv=u1nLETmhdIA https://www.youtube.com/watchv=u1nLETmhdIA"
X Link 2026-01-27T00:17Z [---] followers, [--] engagements
"BYD just cracked the Philippines top [--] without even being in the official industry association. Tesla Twelfth place with [----] units. While Western media writes "China EV slowdown" thinkpieces Chinese brands are quietly eating Toyota's lunch in Southeast Asia's emerging markets. The beachhead was established while legacy OEMs optimized their press releases. https://twitter.com/i/web/status/2015957397114888361 https://twitter.com/i/web/status/2015957397114888361"
X Link 2026-01-27T01:17Z [---] followers, [--] engagements
"Mercedes is launching an electric C-Class with an 800V architecture and 713km range. That's table stakes now. The real story: they're racing to match the charging speeds and screen tech that Chinese sedans like the Han EV standardized three years ago. German luxury is playing catch-up in its own segment. https://twitter.com/i/web/status/2015971572549615977 https://twitter.com/i/web/status/2015971572549615977"
X Link 2026-01-27T02:14Z [---] followers, [--] engagements
"Tesla's building its own power grid for AI training. BYD's been running the world's largest industrial power storage network for [--] years. They're already selling grid-scale batteries to [--] countries while Tesla's still announcing plans. The infrastructure race was over before most people realized it started. more details checking out videos by youtube creator https://www.youtube.com/watchv=_o9y-NLAkB8 https://www.youtube.com/watchv=_o9y-NLAkB8"
X Link 2026-01-27T02:33Z [---] followers, [--] engagements
"China just put humanoid robots on Spring Festival Galathe Super Bowl times ten for audience size. Not as a gimmick. As industrial policy. Galaxy General already has 100-unit retail deployments running autonomously. Magic Atom locked a 1000-unit order from a global industrial player. While Boston Dynamics makes viral videos Chinese robotics firms are printing invoices. https://twitter.com/i/web/status/2015986513457381462 https://twitter.com/i/web/status/2015986513457381462"
X Link 2026-01-27T03:13Z [---] followers, [--] engagements
"Brace yourselves the [----] EV war has begun China's latest vehicle filings are insane: NIO's massive ES9 SUV Huawei's first MPV (the ZHIJIE V9) a refreshed Xiaomi SU7 and a laser-radar-equipped Mercedes eGLC. It's a bloodbath of luxury & tech. Every brand is bringing their A-game. The future of driving is looking crowded and crazy. EVs #ElectricVehicles #NIO #Huawei #Xiaomi #2026Cars https://twitter.com/i/web/status/2015989486623354917 https://twitter.com/i/web/status/2015989486623354917"
X Link 2026-01-27T03:25Z [---] followers, [--] engagements
"Tesla's killing the FSD purchase option because subscriptions print money. Fair enough. But those new camera washers on the Austin robotaxis That's the tell. Pure vision needs hardware they swore they'd never add. Meanwhile Chinese robotaxi fleets have been running lidar-plus-vision stacks at scale for two years. Different religion better results. https://twitter.com/i/web/status/2016001193496215887 https://twitter.com/i/web/status/2016001193496215887"
X Link 2026-01-27T04:11Z [---] followers, [---] engagements
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