BYD FEB 2026 SALES: 190K UNITS – DOWN 41% YOY & 9.5% MOM!

CHINESE NEW YEAR HOLIDAY (FEB 15-23) SLASHED BUSINESS DAYS.

WHAT IT MEANS: SEASONAL DIP – REAL MOMENTUM CHECK IN MARCH/APRIL.

#BYD #CHINANEV #AUTOASIA

XIAOMI ACCELERATES EV PUSH FOR 2026

XIAOMI TARGETS 550K EV SALES IN 2026 AFTER DELIVERING ~410K IN 2025. THE 500,000TH CAR WAS BUILT IN <20 MONTHS SINCE THE SU7 LAUNCH.

WHAT IT MEANS: XIAOMI IS SCALING FASTER THAN MOST CHINA EV STARTUPS.

#XIAOMIEV #CHINANEV

GEELY AUTO CRUSHES 2025: 3.02M UNITS (+39% YoY) – TARGETS 3.45M IN '26 AS BYD'S TOP THREAT! EXPORTS +50% TO 800K, GALAXY L7 LEADS.

WHAT IT MEANS: ZEEKR/LYNK SYNERGIES FUEL ASSAULT – CHINA'S EV DUEL HEATS UP.

#GEELY #CHINANEV #BYDCHALLENGER #AUTOASIA

LEAPMOTOR LANDS RARE STATE CASH: FAW DROPS ¥3.75B ($520M) FOR 74.8M SHARES AT ¥50.03! HK$4.14B EQUIV, FIRST BIG NEV STARTUP BET IN CONSOLIDATION WAVE.

WHAT IT MEANS: GOV'T BACKING FOR "NAT CHAMPS" – LEAPMOTOR + STELLANTIS TIES = EXPORT BEAST VS BYD.

#LEAPMOTOR #FAW #CHINANEV #AUTOASIA

Automakers' share of China NEV market in Feb: BYD tops with 29.2%, Tesla 7th with 3.8% Xiaomi EV entered CPCA's monthly leaderboard for the first time, coming in at No. 9 in the NEV market with 23,728 sales and a 3.4 percent share.

Tesla’s decline in China isn’t just about them—it’s about the rapid rise of China’s EV giants. 🚀🇨🇳

Feb 2024: Tesla held 7.8% of China’s NEV market, ranked 3rd
Feb 2025: Down to 3.8%, now 7th

BYD, Geely, Xiaomi, Xpeng, Leapmotor, and others are surging ahead. The game has changed. 🔥 #EV #ChinaNEV