China EVs & More

Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage

China EVs & More

Show Notes

Tu and Lei unpack a pivotal week in global EVs — where Germany’s giants stumble and China keeps charging ahead. 🇨🇳⚡️🇩🇪 Volkswagen’s BEV sales plunged 42 % in China, Mercedes and Porsche posted double-digit declines, and BMW trimmed profits as BYD surged abroad — up 880 % in the UK and 2,250 % in Germany. The hosts explore why legacy brands are losing momentum, how BYD’s rise is rewriting the cost game, and what the next-gen CLA, iX3 Neue Klasse, and MEB Plus platforms must prove in 2026. They...

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