CHINA OVERTAKES JAPAN AS AUSTRALIA’S #1 CAR IMPORTER!
FEB: CHINA 22.3K (25% SHARE) VS JAPAN 21.6K.
WHAT IT MEANS
CHINESE EVS & HYBRIDS GAIN FAST IN HIGH-INCOME MARKET.
#CHINAAUTO #AUSTRALIACARS #AUTOASIA
HYUNDAI UNVEILS BOULDER PICKUP CONCEPT AT NY AUTO SHOW – BOLD CHALLENGE TO US TRUCK GIANTS! BODY-ON-FRAME, RUGGED DESIGN.
WHAT IT MEANS:
HYUNDAI GOES AFTER HIGH-MARGIN TRUCK SEGMENT IN AMERICA.
#HYUNDAIBOULDER #USPICKUP #AUTOASIA
TESLA CHINA SALES +8.7% IN MARCH – 2ND STRAIGHT QUARTER OF GROWTH! 85,670 MODEL 3/Y UNITS.
WHAT IT MEANS: T
ESLA HOLDS FIRM IN TOUGH MARKET – REFRESHED MODELS & EXPORTS KEEP MOMENTUM ALIVE.
#TESLACHINA #CHINAEV #AUTOASIA
TESLA TARGETS #1 IMPORTED CAR BRAND IN JAPAN BY NEXT YEAR – PLANS 60+ STORES & SERVICE CENTRES!
WHAT IT MEANS: BIG PUSH TO CRACK TOUGH MARKET WITH BETTER INFRA & SERVICE.
#TESLAJAPAN #JAPANAUTO #AUTOASIA
BYD HITS 5,000 FLASH CHARGING STATIONS – NOW IN 297 CITIES! 1
0-70% IN 5 MIN, LIFETIME WARRANTY, SUSPENDED CABLES.
WHAT IT MEANS:
BYD IS BUILDING THE FASTEST CHARGING NETWORK ON EARTH – RANGE ANXIETY IS FADING FAST.
#BYD #FLASHCHARGING #CHINAEV #AUTOASIA
XIAOMI EV MARCH DELIVERIES >20K – UPDATED SU7 ALONE >7K SINCE MAR 23!
WHAT IT MEANS: SOLID MOMENTUM DURING MODEL SWITCH – XIAOMI STAYS STRONG IN CHINA EV RACE.
#XIAOMIEV #SU7 #CHINAEV #AUTOASIA
BYD CALLS IRAN OIL CRISIS A WINDFALL – LIFTS 2026 OVERSEAS SALES GOAL BY 15%!
WANG CHUANFU: “ANOTHER LEVEL” AHEAD.
WHAT IT MEANS: HIGHER OIL PRICES MAKE EVS MORE ATTRACTIVE – BYD READY TO CAPITALIZE.
#BYD #IRANOIL #CHINAEV #AUTOASIA
TOYOTA GLOBAL OUTPUT DOWN FOR 4TH MONTH IN FEB – RAV4 MODEL CHANGE IN CANADA MAIN CULPRIT.
WHAT IT MEANS:
TEMPORARY DIP BUT SIGNALS ONGOING EV & CHINA CHALLENGES.
NEW RAV4 RAMP KEY FOR RECOVERY.
#TOYOTA #RAV4 #AUTOASIA
JAPAN SLASHES BYD EV SUBSIDIES TO UNDER $1,000 – TOYOTA MODELS KEEP TOP SPOT!
NEW RULES FAVOR DOMESTIC BATTERIES.
WHAT IT MEANS:
PROTECTIONISM RISES – CHINESE EVS FACE HIGHER EFFECTIVE PRICES IN JAPAN.
#JAPANEV #BYD #TOYOTA #AUTOASIA
XIAOMI SU7 UPGRADE: 15K LOCKED-IN ORDERS IN 34 MINUTES
NOW OVER 30K TOTAL! FAR OUTPACES FIRST-GEN.
WHAT IT MEANS:
XIAOMI’S EV MOMENTUM IS UNSTOPPABLE – PRESSURE ON TESLA/BYD IN PREMIUM SEDAN SPACE.
#XIAOMISU7 #CHINAEV #AUTOASIA
GWM EYES SOUTH AFRICA PLANT – TALKS WITH MERCEDES-BENZ! SHARE OR BUY EXISTING FACILITY.
WHAT IT MEANS:
CHINA'S EV GIANTS BUILD LOCAL TO DODGE TARIFFS – AFRICA NEXT BIG BATTLEGROUND.
#GWM #SOUTHAFRICAAUTO #AUTOASIA
GEELY LAUNCHES IN HUNGARY – NEW EV MODELS AT AMTS SHOW!
PLANS MORE MODELS + SALES NETWORK BUILD.
WHAT IT MEANS:
CHINA'S PREMIUM EV PUSH INTO CEE – TARIFF DODGE + LOCAL GROWTH VS EUROPE LEGACIES.
#GEELY #HUNGARYEV #AUTOASIA
HONDA 0 ALPHA EV SUV STARTS PAN-INDIA TESTING – GLOBAL DEBUT FY26-27!
INDIA-BUILT AT TAPUKARA, ₹1200 CR INVESTMENT.
WHAT IT MEANS:
HONDA USES INDIA AS LOW-COST EXPORT HUB TO FIGHT CHINA – SMART GLOBAL PLAY.
#HONDA0ALPHA #INDIAEV #AUTOASIA
TESLA DEFIES CHINA EV SLOWDOWN – FEB SALES +91% TO 58.6K UNITS!
MODEL Y 41K, MODEL 3 17K – TOP SELLER AT ¥263.5K.
WHAT IT MEANS: REFRESHED LINEUP WINS BIG WHILE BYD STRUGGLES.
#TESLACHINA #MODELY #CHINAEV #AUTOASIA
HONDA PROJECTS UP TO $4.3B LOSS IN FY25/26 – EV STRATEGY REVIEW SLASHES US MODELS! ¥2.5T
TOTAL HIT OVER YEARS.
WHAT IT MEANS: HYBRID PIVOT AS NORTH AMERICA EV SLOWS – LEGACY OEM CAUTION SIGNAL.
#HONDA #EVSTRATEGY #AUTOASIA #EV
ASIAN EXPORTERS LIKE TOYOTA FEAR 'MADE IN EUROPE' LAW WILL SHUT THEM OUT!
EU PUSH TO BLOCK CHINA RISKS HITTING ALLIES HARDER.
WHAT IT MEANS: EXPORT BARRIERS RISE – LOCAL PRODUCTION OR LOSE SHARE.
#EUINDUSTRY #TOYOTA #AUTOASIA #Hyundai #Kia
CATL PROFIT SURGES 42% TO $10.4B IN 2025 – GLOBAL SHARE AT ALL-TIME HIGH!
661 GWH BATTERY SALES (+39%).
WHAT IT MEANS:
CHINA’S BATTERY KING KEEPS DOMINATING – 9TH YEAR #1, POWERING 16M+ EV BOOM.
#CATL #EVBATTERY #AUTOASIA
MAZDA SURGES TO #6 IN RUSSIA SALES JAN–FEB 2026 – 4871 UNITS (+ FROM 338)!
CX-5 TOP IMPORT THANKS TO LOWER SCRAPPAGE FEES ON
SMALL ENGINES.
WHAT IT MEANS: POLICY SHIFT REVIVES JAPAN BRANDS VIA CHINA ROUTE.
#MAZDA #RUSSIAUTO #AUTOASIA
IRAN SHUTS HORMUZ – JAPAN'S USED CAR EXPORTS TO MIDEAST/AFRICA IN CHAOS!
DUBAI HUB STRANDED, COSTS SPIKE.
WHAT IT MEANS: 1.2M VEHICLES/YEAR FLOW DISRUPTED – PRICES UP, DELAYS LONG, ROUTES SHIFT.
#HORMUZ #USEDCARS #JAPANEXPORTS #AUTOASIA
BYD DROPS 1,500 kW WORLD’S FASTEST EV CHARGER – 20,000 STATIONS THIS YEAR!
DUAL GUNS, NO SPEED DROP, SUSPENDED CABLES.
WHAT IT MEANS: RANGE ANXIETY DEAD – BYD BUILDS UNMATCHED CHARGING EMPIRE.
#BYD #EVCHARGING #AUTOASIA
DENSO BIDS UP TO $8B FOR ROHM – POWER CHIP GIANT FOR EVS & DATA CENTERS!
WHAT IT MEANS: TOYOTA GROUP GOES DEEPER INTO EV SUPPLY CHAIN
JAPAN FIGHTS BACK VS CHINA IN SEMIS RACE.
#DENSO #ROHM #EVCHIPS #AUTOASIA
HONDA TO IMPORT CHINA-MADE EVs INTO JAPAN – MORE CHOICES FOR LOCAL BUYERS!
WHAT IT MEANS: COST & SCALE FROM CHINA HELP BRIDGE SLOW EV ADOPTION – SMART GLOBAL PLAY IN TOUGH MARKET.
#HONDA #CHINAEV #JAPANAUTO #AUTOASIA
SOJITZ BUYS JAGUAR DEALER IN BRAZIL – NOW RUNS 14 OUTLETS!
WHAT IT MEANS:
JAPAN TRADING HOUSE GOES DEEP INTO SA LUXURY MARKET – PREMIUM DEMAND GROWING FAST.
#SOJITZ #JAGUAR #BRAZILAUTO #AUTOASIA
BYD UNVEILS 2ND-GEN BLADE BATTERY + FLASH CHARGING TOMORROW!
YANGWANG U7 DEBUTS 150KWH PACK – 1006KM RANGE.
WHAT IT MEANS:
MAKE-OR-BREAK TECH TO REVERSE 6-MONTH SALES SLIDE.
#BYD #BLADEBATTERY #CHINAEV #AUTOASIA
PONY AI HITS PROFITABILITY IN SHENZHEN – 23 ORDERS/VEHICLE/DAY!
2ND CITY AFTER GUANGZHOU. AREA UP TO 167 KM², 2026 ORDERS ALREADY PAST 2025 TOTAL. SPRING FESTIVAL 26 ORDERS/DAY.
WHAT IT MEANS: ROBOTAXI ECONOMICS WORKING AT SCALE.
#PONYAI #ROBOTAXI #AUTOASIA
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
BAIDU APOLLO GO HITS 300K WEEKLY RIDES + 20M TOTAL! Q4 3.4M FULLY DRIVERLESS TRIPS (+200% YOY).
NOW LIVE IN SEOUL, SOUTH KOREA.
WHAT IT MEANS: CHINA’S ROBOTAXI SCALE GOES GLOBAL – WAYMO/CRUISE, WATCH OUT.
#APOLLOGO #ROBOTAXI #AUTOASIA
GREAT WALL MOTORS TO BUILD 200K/YEAR FACTORY IN BRAZIL!
FULL PRODUCTION LINE IN ESPÍRITO SANTO. UP TO 10K JOBS.
WHAT IT MEANS: CHINA LOCALIZES IN LATAM – TARIFF DODGE + MARKET GRAB VS VW/STELLANTIS.
#GWM #BRAZILAUTO #AUTOASIA
3 CHINESE GROUPS IN GLOBAL TOP 10 CAR SALES FOR FIRST TIME IN 2025!
BYD #6 (4.6M, BEATS TESLA IN EVS), SAIC & GEELY ALSO MAKE IT.
TOYOTA #1, VW #2.
WHAT IT MEANS: CHINA’S AUTO POWER IS HERE – OLD ORDER SHAKEN.
#BYD #CHINAAUTO #GLOBALSALES #AUTOASIA
CHINA LUXURY SALES CRASH IN 2025: BMW -12.5%, MERCEDES -19%, AUDI -5% – ~260K UNITS LOST!
WHAT IT MEANS:
EUROPEAN PREMIUM BRANDS FORCED TO RESET PRICES IN 2026 AS LOCAL RIVALS TAKE OVER.
#CHINAAUTO #LUXURYCARS #AUTOASIA
