BYD

China’s BYD gains market share as VinFast sales help Vietnam catch up to Thailand.

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.