Every EVXL story tagged “NIO” — newest first.
New research published in The China Journal dismantles the story Washington tells itself about China’s electric vehicle rise. Political scientists Fengming Lu and Xiao Ma argue the boom was never engineered by a Beijing master plan. It grew from alliances between ambitious second-tier city governments and private carmakers that central regulators had locked out of…
The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…
I’ve been tracking Porsche’s China collapse for months, and this move crystallizes what’s really happening. The German luxury automaker is shutting down its proprietary “Premium Charging” network across China starting March 2026, eliminating roughly 200 fast-charging stations that were supposed to differentiate the Porsche EV ownership experience from competitors. The company’s spin is predictable
Chinese electric vehicle maker XPeng issued a disappointing fourth-quarter revenue forecast on Monday, signaling that even record-breaking delivery numbers can’t shield automakers from China’s relentless EV price war that continues eroding profitability across the sector. The Guangzhou-based automaker projects Q4 revenue between 21.5 billion yuan ($3.03 billion) and 23 billion yuan, falling well s
Omoda & Jaecoo, the export brands of Chinese automotive giant Chery Group, unveiled plans for an internal combustion engine achieving 48% thermal efficiency at their International User Summit in October 2025. If realized, this would dramatically outpace the industry standard and even exceed Toyota’s class-leading hybrid powertrains. The announcement signals that while the world races…
Chinese electric vehicle (EV) manufacturers are accelerating past Tesla, posting record-breaking sales in May 2025, according to a recent Barron’s report. Companies like Li Auto, XPeng, and NIO delivered nearly 98,000 vehicles combined, a 50% surge compared to last year, signaling a shift in the global EV landscape as Tesla’s sales in China decline. Chinese…
J.P. Morgan Chase increased its stake in Tesla by 9.5% (or 3.43 million shares) in the first quarter of 2025, according to its latest 13F filing with the SEC. The asset manager held 39,415,548 shares in Tesla as of March 31, 2025, a position worth approximately $13.7 billion. This move underscores J.P. Morgan’s continued confidence…
Audi has dropped fresh official photos of the E5 Sportback, a China-exclusive electric SUV that’s turning heads with its futuristic design and bold purple finish. Unveiled at Auto Shanghai 2025 on April 23, this model marks Audi’s strategic push into China’s booming EV market with a vehicle that blends German engineering with local innovation, developed…
One email. Six stories. Filed each morning before the world is. Read by Tesla owners, Rivian preorder holders, dealer GMs, and the analysts that move EV stocks.
