BYD

Subsidy uncertainty and sparse charging infrastructure push buyers away from full EVs.

Increasingly positive views of China is casting a halo over the company as it takes on Tesla, BMW and Mercedes-Benz.

The launch gives BYD a fresh growth narrative after its car sales faltered in the first half of 2026.

Losses at EV makers like BAIC, Seres, and GAC contrast with a brighter picture upstream.

Chinese electric and hybrid vehicles are ubiquitous two years after the EU imposed tariffs on EV imports.

The Trump-Carney split in the face of China’s expansion calls to mind dramatic fiction.

Renewed purchase subsidies offer a boon to BYD, while Nissan looks to other markets.

Expanding overseas takes more than equipment, capital, and speed.