Han, Seal, Seagull, Yangwang, Denza — and the export machine reshaping the global market. The world’s largest EV maker, watched closely.
Tesla delivered 480,126 vehicles in the second quarter of 2026, up 25% from a year ago and its fourth-best delivery quarter ever. Wall Street expected 406,024. Tesla beat its own compiled analyst consensus by 74,102 vehicles, an 18% overshoot that nobody on the sell side saw coming. The company also produced 451,758 vehicles and deployed…
BYD sold 557,090 fully electric vehicles in the second quarter, enough to take back the global BEV crown from Tesla a full day before Tesla reports its own numbers. Here is the part most coverage will skip: that winning figure is 8.22% lower than what BYD sold in the same quarter last year. Tesla publishes…
BYD will cover every dollar of an at-fault crash when its urban driver-assist system is steering, with no cap on the payout. The Chinese automaker pledged that guarantee on May 28 at its Intelligence Strategy Launch Event in Shenzhen, the same showcase where it revealed the XUANJI A3, which it calls China’s first homegrown 4-nanometer…
A Chinese vacuum-cleaner company now wants to build the most powerful electric car on the planet. Kosmera, the high-performance brand spun off from smart-home giant Dreame, has detailed a quad-motor powertrain targeting 2,320 kW, or 3,156 horsepower, for its upcoming Star Matrix and Star Razer grand tourers. The figure would put a first-year automaker above…
China’s January-February sales window is always distorted by Lunar New Year. Factories go quiet, showrooms empty, and delivery figures swing 30 to 50 percent on calendar timing alone. Strip out the noise and the picture for Tesla is actually decent: 127,728 China-made EVs sold in the first two months of 2026, up more than 35%…
Six consecutive months of year-on-year sales declines. That is the streak BYD is now on, and February made it the worst single month since the pandemic shut down China’s economy in early 2020. According to a stock market filing released Sunday, BYD’s global sales fell 41.1% from February 2025, with domestic sales collapsing 65% to…
The Western auto industry has spent years blaming Chinese state subsidies for BYD’s price advantage over Tesla and other foreign rivals. A new Rhodium Group report published February 19 makes that argument a lot harder to sustain. According to the New York-based independent research firm, Chinese government support accounts for just $235 of BYD’s roughly…
Range claims from China’s test cycle deserve scrutiny. The CLTC (China Light-duty vehicle Test Cycle) consistently produces numbers well above what real-world driving delivers — typically estimated at 20-30% higher than EPA-rated figures. Keep that in mind when reading what BYD‘s luxury brand Denza just announced for the refreshed Z9GT, as reported by CNEVPost on…
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