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Gnosly Feed - carshttps://gnosly.com/feed/cars/Business Intelligence Console and Prediction Algorithms3778@leRafflLeRafflThe world's switch to electric cars. 60 countries, about 72 million new cars a year.Over the last 12 months, 19.8% of new cars were BEVs. The fitted model (exclusively dependent on past data) has BEV passing ICE in mid-2030 and reaching 50% a year later.https://x.com/leRaffl/status/21169832950700690710.00202026-11-02T14:46:06.178037+00:002x.comcarselectric-cars3690https://pbs.twimg.com/media/HWEJFTFWEAAEndI?format=jpg&name=smallImage2026-11-02T14:46:06.731392+00:003660https://www.linkedin.com/in/alvinfsc/Alvin FooBMW, Mercedes-Benz and Volkswagen once dominated China’s premium automotive market. Today, their market share is in free fall. China didn’t just build cheaper cars. It built better-positioned competitors, faster.Local players like BYD, Xiaomi, and NIO are redefining what consumers expect:* Faster innovation cycles.* Better software and in-car technology.* Competitive pricing.* Deep integration with the digital lifestyle.* A much faster response to changing consumer preferences.https://lnkd.in/p/dY_h6j5F0.00202026-10-31T11:09:08.639317+00:001linkedin.comchinacarsgermanyeconomy3546https://media.licdn.com/dms/image/v2/D4E22AQEw_AkpjJpxhw/feedshare-shrink_160/B4EaGP_YuSKEAk-/0/1793417120965?e=1795046400&v=beta&t=teI4OlzmtMoEmTe-4_m1SVSkrwhNHTyFEtud0QdvS60View image2026-10-31T11:09:10.912551+00:003598@CharlotteYTYangCharlotte YangBYD makes only 2,000 yuan ($300) from each car they sell in China in Q3 (per MS estimate). For overseas cars, that level is at 16,000 yuan ($2,400).Source: Charlotte Yang, quoting Bloomberghttps://x.com/CharlotteYTYang/status/21159726990341123630.00102026-10-30T12:26:27.462451+00:002x.comchinacarsbyd3480IMAGE/media/content/3598/20261030-byd-per-car-profit.png20261030-byd-per-car-profit.pngpng2026-10-30T12:29:07.942188+00:003587@KuittinenPetriPetri KuittinenPetri Kuittinen's opnion on X: Euro Union punishes its own car factories for manufacturing in China.Germany's major car giants (Volkswagen, BMW, and Mercedes-Benz) are the country's largest industrial companies. Traditionally, more than 30% of their revenue and up to 50% of their profits have come from China. With the rise of electric vehicles, this is now history, and brutal cuts lie ahead. VW plans to lay off 100,000 employees and close 4 car factories in Germany. Meanwhile, Audi, which belongs to the same group, is building a $4 billion car factory in the United States because the tariffs the United States has imposed on Europe have also eaten into Europe's car exports in that direction. In other words, the new jobs are being created in the United States, not in Europe. Exactly as the Trump administration wanted. The EU has protected its own automotive industry by imposing punitive tariffs on Chinese electric vehicles and has now managed to restrict that China cannot sell more than 350,000 hybrids per year to Europe. The automotive industry is Europe's largest industrial sector and directly or indirectly employs up to 17 million people. I don't believe anything can save it anymore. Once efficiency is lost, global markets are inevitably lost as well. Domestic markets can of course be protected with tariffs, but as a result, the EU is left with high price levels and an industry that is completely uncompetitive globally. It's telling that Audi wants to stop importing its own cars from China. The Chinese version of the Audi is otherwise the same car (and thus locally manufactured by Audi), but it says AUDI in big letters and is missing the 4 rings. The AUDI E5 Sportback Flagship quattro model's price when imported to Europe is about 60,000 euros, which is significantly cheaper than the car's price in Germany at about 90,000 euros.And to make the whole picture absurd: Volkswagen has 38 car factories in China. But if any German giant manufactures a fully electric car in China and imports it to the EU, it faces even higher punitive tariffs than BYD, which is an entirely Chinese brand. In other words, the European Union punishes its own car factories for manufacturing in China.https://x.com/KuittinenPetri/status/21158535354643130550.00202026-10-30T08:17:33.120242+00:002x.comchinaeucarseconomy3464IMAGE/media/content/3587/20261030-vw-boss.jpg20261030-vw-boss.jpgjpg2026-10-30T08:23:23.850753+00:003523China’s Car Industry Is Wowing the World—but Crashing at HomeDomestic sales have plunged, but the state-supported sector’s needed shakeout hasn’t begun. “There’s a lot of sorting that’s going to happen,” said GM CEO Mary Barra.https://www.wsj.com/business/autos/china-cars-domestic-sale-declines-983ced7b0.00102026-10-28T08:22:11.804838+00:0023wsj.comchinacarseconomy3377https://images.wsj.net/im-34273587?width=608&height=405China’s Car Industry Is Wowing the World—but Crashing at Home2026-10-28T08:22:13.012467+00:003430https://www.linkedin.com/in/christophe-barraud-68870620/Christophe BarraudFor the first time in history, Chinese automakers have outsold their Japanese rivals in Europe over an entire quarterIn September, Chinese brands accounted for 12.7% of European car sales, compared with 11.9% for Japanese automakers, with registrations nearly doubling year-over-year. BYD, Chery, and their competitors are now gaining market share at an extraordinary pace, and their success is no longer driven solely by electric vehicles.In October 2024, the European Union introduced additional tariffs of up to 35.3% on Chinese-made battery-electric vehicles, on top of the standard 10% import duty, but hybrids were not covered. Chinese automakers quickly accelerated their expansion into this segment, which is attractive to European consumers who remain hesitant about going fully electric. As a result, their share of European hybrid sales has surged to ~32% while hybrid technology has historically been one of the Japanese auto industry's greatest competitive advantages.China is no longer competing with Western automakers solely on price; it is now challenging them directly in their own strategic segments. With highly integrated supply chains, significant expertise in battery manufacturing, and the ability to develop new models at remarkable speed, Chinese brands enjoy substantial competitive advantages. Meanwhile, European manufacturers must finance their technological transition while facing increasing pressure on volumes and margins.Brussels is now trying to restrict Chinese hybrid imports but tariffs cannot restore an industry's competitiveness. BYD is already developing manufacturing operations in Hungary, Chery is preparing production in Spain, and Leapmotor is leveraging Stellantis European factories. If Europe taxes cars manufactured in China, Chinese automakers can increasingly manufacture those same vehicles directly in Europe.https://lnkd.in/p/dujWtrSU0.00302026-10-26T09:34:25.195302+00:001linkedin.comchinacarsjapan3272https://media.licdn.com/dms/image/v2/D4E22AQEBv86eTQC_lg/feedshare-shrink_480/B4EaF3IcByKgAg-/0/1793000063331?e=1794441600&v=beta&t=Ihek54Vl9WFvZDcg1MJd_hTrqyX1TZd-h1fdobdOnFwView image2026-10-26T09:34:26.527188+00:003399Trump Announces Audi’s First-Ever U.S. Factory in Georgia as Tariffs BiteThe German luxury brand is looking to the U.S. for growth as its sales have stalled elsewhere.https://www.wsj.com/business/autos/trump-announces-audis-first-ever-u-s-factory-in-georgia-ss-tariffs-bite-7e3220fe0.00102026-10-25T13:41:20.766742+00:0023wsj.comtrumpaudicarseconomy3333@DavidGalanBolsaDavid GalánVolvo Car plunged another 25% on the stock market this Friday. It writes off the Chinese market as lost and announces 2,500 layoffs. Volvo has accumulated a 90% drop from its 2022 highsSource: David Galán (X)https://x.com/DavidGalanBolsa/status/21136742788266314760.00202026-10-24T07:12:28.743232+00:002x.comvolvocarsstocks3172https://pbs.twimg.com/media/HVVHjbwW4AAB11i?format=jpg&name=smallImage2026-10-24T07:12:29.004229+00:003329@DrSimEvansSimon EvansA record 2/3 of new cars in China are now electric, while combustion-car sales have fallen by 2/3 since they peaked in 2017 – In 2020, ~95% of sales were combustion-engine cars – By Sep 2026, they crashed to 33% – On the flip side, NEVs hit a record 67%Source: Simon Evans (X)https://x.com/DrSimEvans/status/21137154066071389670.00202026-10-24T06:45:19.194243+00:002x.comchinacarselectric-cars3167https://pbs.twimg.com/media/HVVsdMYWsAA8F4H?format=jpg&name=smallImage2026-10-24T06:45:20.630955+00:003151https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAGermany's vehicle production has fallen 31% since 2015—the steepest decline among major producers. China’s has risen more than 40%.The pressure extends far beyond cars: • Machinery faces Chinese rivals closing the technology gap and competing on price. • Chemical plants operate at roughly 70–75% capacity. • Energy-intensive industrial output remains around 15% below 2018–2022 levels. High energy and labour costs, stagnant productivity, heavy regulation, and slow adaptation to electrification and software are eroding competitiveness. https://lnkd.in/p/g_6vHhXU0.00802026-10-20T14:17:19.653241+00:001linkedin.comgermanycarseconomy3009https://media.licdn.com/dms/image/v2/D4E22AQG4dxq9uH-qCQ/feedshare-shrink_160/B4EaFVs514H4Ao-/0/1792439197449?e=1793836800&v=beta&t=sJSFXH7_1omE_RTQLZxqyLDZ9QMXoVIX-q-oLl5G-G4View image2026-10-20T14:17:20.408963+00:002915@Karl_LauterbachProf. Karl LauterbachThe internal combustion engine is a market that's dying out very quickly in China. In Europe, the market will collapse as well.An early and clear end date for the internal combustion engine would have provided planning security and incentives for German manufacturers.https://x.com/Karl_Lauterbach/status/21107451404030241280.00502026-10-16T09:08:55.918545+00:002x.comchinacarseveconomy2735https://pbs.twimg.com/media/HUrfhD_XIAASkao?format=jpg&name=smallImage2026-10-16T09:08:57.037564+00:002338@BigBreakingWireBigBreakingWirePure Gasoline Cars Fall Below 50% of Global New Car SalesSource: BigBreakingWire (X)https://x.com/BigBreakingWire/status/21073354014428736870.00502026-10-06T09:39:00.444124+00:002x.comgasolinecarsglobal2158https://pbs.twimg.com/media/HT7CYEubgAAfqLI?format=jpg&name=smallImage2026-10-06T09:39:02.364877+00:002336@AssaadRazzoukAssaad RazzoukIn Germany and the UK, cars are going electric while electricity goes greenSeptember 2026 new car sales: >Germany: 34.5% fully electric, a record. BEVs: an amazing +95% YoY.>UK: 28.3% fully electric, a record 99,201 cars. BEVs +36% YoY >Add plug-in hybrids: In Germany and the UK, 45.3% of new cars had a plug-in. At the same time, German electricity was 60.7% renewable from Jan to Sep 2026, while the UK was 55.8% renewable in Q2, a record.https://x.com/AssaadRazzouk/status/21072636250356615500.00502026-10-06T09:06:30.189860+00:002x.comcarselectricukgermany2155https://pbs.twimg.com/media/HT6A1sfaEAAGmez?format=jpg&name=smallImage2026-10-06T09:06:30.431462+00:00