#alojoh: "Mercedes Benz Group's car business has become a very low margin business: 2.4% EBIT margin.
Q3 2025: 1.8%
Q2 2025: 3.2%
These are horrific numbers give that we are not in any kind of economic recession!"
#alwaysbecharging
Also the latest #xiaomiwatch edition:
may I have your attention please!
#alojoh:
== Current trends imply that Xiaomi will soon replace Tesla as China's leading EV seller by revenue ==
⚡️⚡️⚡️
#alwaysbecharging
thread by #alojoh:
nitter.net/alojoh/statu...
#alojoh:
"December EV sales revenue marked a new all-time high of $15.9 billion in a single month. Full year 2025 EV sales revenue increased 14.8% to $146 billion."
#alwaysbecharging nitter.net/alojoh/statu...
"XPeng is crushing NIO in Germany, selling about five times as many cars—an uncomfortable reality that suggests battery swapping isn’t the differentiator NIO hoped for.
Even more telling: XPeng pulled this off despite arriving much later."
#alojoh
#alwaysbecharging nitter.net/alojoh/statu...
#alojoh:
"Tough year for Volvo (controlled by Geely).
Just released numbers show that toal sales declined by 7%. Volvo's EVs were the primary driver of the sales decrease with a year-over-year decline of 13%.
In terms of units, Europe was the worst market. Volvo lost about 30K EV sales in 2025"
BYD's November 2025 was their biggest BEV month ever recorded in human history..
if you combine BYD's BEV sales of November and October (2025) you're talking about more electric vehicles than the entire fleet of Spain..
#alwaysbecharging chart by #alojoh nitter.net/alojoh/statu...
Oh Hello #YU7
⚡️⚡️⚡️
one of the best charts of the year! by #alojoh
#alwaysbecharging #xiaomiwatch
statement from early Nov '25:
"YU7 is now the second highest grossing EV in China pulling in just under $3 billion in revenue over the last 3 months."
nitter.net/alojoh/statu...
Back when Farley said this, they sold 20,000 a month
but that, was 2024, he didn't even try the #YU7 yet 😅
⚡️⚡️⚡️
a year later #alojoh showed us: #xiaomiwatch nitter.net/electricfeli...
Back when Farley said this, they sold 20,000 a month
but that, was 2024, he didn't even try the #YU7 yet 😅
⚡️⚡️⚡️
a year later #alojoh showed us: #xiaomiwatch nitter.net/electricfeli...
BYD sold more BEVs this year --->
than the entire BEV fleet on German roads today <----
uhh W H A T
photo I took with #Elektro_Robin back in the day when BYD was still young in Europe :D
⚡️⚡️⚡️
data: #alojoh & @cleanenergywire.bsky.social
#alwaysbecharging
"Geely Auto (excluding Volvo and Polestar) has ALREADY SURPASSED VW Group in BEV sales this year — likely making it the third-largest BEV maker in the full year 2025." ⚡
Q1–Q3 BEV Sales:
1️⃣ BYD – 1,600,903
2️⃣ Tesla – 1,217,902
3️⃣ Geely Auto – 793,724
4️⃣ VW Group – 717,600
graph: #alojoh
#alojoh:
“Porsche hits a major speed bump — a staggering $1.03 billion operating loss in Q3 wipes out nearly all profits from earlier this year.”
🚨🚨🚨
Tesla now bigger than BMW/Mercedes in China (!)
stats by #alojoh
⚡️⚡️⚡️
New Era Entered
#alwaysbecharging nitter.net/alojoh/statu...
We've entered a new era:
"Mercedes reported 441,500 car sales in the third quarter. Tesla reported 497,099 sales.
Tesla sold 12.6% more vehicles."
#alwaysbecharging chart by #alojoh
Bizarre margins at #xiaomi
⚡️⚡️⚡️
outstanding work by #alojoh
📊
#xiaomiwatch #alwaysbecharging
#alojoh:
Xiaomi delivered over 300.000 units (BEV) in the last 15 months (in the most competitive electric vehicle market in the world: aka China)
#alwaysbecharging nitter.net/alojoh/statu...
