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US Pentagon Adds Alibaba and BYD to Military-Linked Companies List
us-politics-and-policy13 days ago

US Pentagon Adds Alibaba and BYD to Military-Linked Companies List

The Pentagon concludes that Alibaba and BYD should be added to the 1260H 'Chinese Military Companies' list for alleged ties to the Chinese military, signaling heightened tensions ahead of a Trump-Xi summit; Baidu is also slated for inclusion, while WuXi AppTec, RoboSense and BOE are added and CXMT and YMTC removed. The Federal Register posting was briefly pulled; inclusion generally carries reputational risk and potential future actions rather than immediate legal penalties. Alibaba, Baidu and BYD deny the allegations, as Washington presses on with tech, trade and Taiwan-related policy.

via Financial Times|
#1260h-list#alibaba#byd
BYD's January NEV deliveries slump as policy headwinds bite
business26 days ago

BYD's January NEV deliveries slump as policy headwinds bite

BYD sold 210,051 NEVs in January 2026, down 30.11% YoY and 50.04% MoM as demand softens amid policy changes; passenger NEVs were 205,518 (BEVs 83,249; PHEVs 122,269), commercial NEVs rose 10.78% YoY to 4,533; overseas passenger NEV sales reached 100,482 (+51.47% YoY); January battery installations were 20.187 GWh (+30.15% YoY) as BYD targets about 1.3 million overseas vehicle sales in 2026.

via CnEVPost|
#bev#business#byd
BYD’s January sales slip extends fifth straight monthly drop amid stiff competition
autos-and-transportation26 days ago

BYD’s January sales slip extends fifth straight monthly drop amid stiff competition

BYD’s January vehicle sales fell 30.1% year-on-year to 210,051 vehicles, the fifth consecutive monthly decline, with export NEV volume at 100,482 and production down 29.1%. Domestic demand weakened as plug-in hybrid sales dropped 28.5% despite upgraded hybrids, while the company targets about 1.3 million overseas shipments in 2026 and plans new plants in Hungary, Brazil and Thailand plus potential sites in Indonesia and Turkey. A strong overseas performance helped BYD briefly outsell Tesla last year, but competition at home from Geely and Leapmotor remains fierce, and the 2026 global sales target has not been announced.

via Reuters|
#autos-and-transportation#byd#china
Ford and Xiaomi reportedly explored a US EV JV, but both deny the reports
autos-and-transportation26 days ago

Ford and Xiaomi reportedly explored a US EV JV, but both deny the reports

Ford and Xiaomi reportedly discussed forming a U.S.-based EV joint venture, per the Financial Times, but both Ford and Xiaomi denied the report. The piece notes U.S. concerns about Chinese automakers and battery suppliers entering the United States (including BYD), mentions Ford's scrutiny over partnerships (and a proposed CATL battery-related data center), and points to Ford’s ongoing EV restructuring and recent $19.5 billion writedown.

via Reuters|
#autos-and-transportation#byd#ev
Germany opens €3B EV subsidy to Chinese carmakers
business1 month ago

Germany opens €3B EV subsidy to Chinese carmakers

Germany’s €3-billion EV subsidy will be available to all manufacturers, including Chinese brands, with incentives ranging from €1,500 to €6,000 to boost EV adoption in Europe’s largest auto market; there are no country-of-origin restrictions, and the policy is expected to support about 800,000 vehicle purchases by 2029, a move seen as a boon for affordable Chinese automakers like BYD though its real impact remains uncertain.

via CnEVPost|
#auto-industry#business#byd
Trump Opens Doors to Chinese EVs, If They Build in America
technology1 month ago

Trump Opens Doors to Chinese EVs, If They Build in America

President Trump says Chinese EV makers can enter the U.S. market only if they build plants in the United States and hire American workers, with BYD and Geely among those eyeing U.S. expansion. A CAM ranking names BYD, Geely, and VW as the top EV innovators, while Ford defends its costly EV reset and shifts toward affordable models under the UEV plan, signaling intensifying competition in the American EV space.

via InsideEVs|
#byd#china#ev
Tesla Loses Global EV Sales Leadership to China's BYD
business1 month ago

Tesla Loses Global EV Sales Leadership to China's BYD

In 2025, BYD surpassed Tesla as the world's top EV seller with 2.26 million units sold, driven by growth in Europe and Latin America, while Tesla's sales declined due to softening demand and policy changes in the US. Despite the sales drop, Tesla's stock rose 11% in 2025, as Elon Musk shifts focus toward robotics and AI, indicating a potential strategic pivot away from traditional EV sales. Experts anticipate a challenging 2026 for the EV market, with possible recovery in 2027.

via Morning Brew|
#business#byd#electric-vehicles
Tesla Loses Top EV Spot to China's BYD Amid Sales Decline
business1 month ago

Tesla Loses Top EV Spot to China's BYD Amid Sales Decline

Tesla lost its position as the world's top EV seller in 2025 due to declining demand, increased competition from Chinese automaker BYD and others, and brand reputation issues linked to Elon Musk's political activities. Despite lower sales and new model launches that haven't met expectations, investor optimism remains high, driven by Musk's focus on robotics and autonomous driving technology.

via Los Angeles Times|
#business#byd#electric-vehicles
BYD Overtakes Tesla as World's Leading EV Manufacturer
business1 month ago

BYD Overtakes Tesla as World's Leading EV Manufacturer

Tesla lost its position as the world's top electric vehicle maker in 2025 due to declining sales caused by customer dissatisfaction, expiring tax credits, and increased competition from Chinese automaker BYD, which sold 2.26 million vehicles. Despite the sales drop, Tesla's stock rose slightly, as investors focus on Musk's future plans involving robotaxis, energy storage, and robotics, with the company preparing for potential new revenue streams and a significant pay package for Musk.

via AP News|
#business#byd#electric-vehicles
BYD Overtakes Tesla as Leading EV Manufacturer Amid Sales Decline
business1 month ago

BYD Overtakes Tesla as Leading EV Manufacturer Amid Sales Decline

Tesla lost its position as the world's top EV seller to China's BYD in 2025 due to a 9% sales decline, while BYD's sales surged, especially in China and Europe. Tesla's focus has shifted towards AI and robotics, with concerns about future EV demand in the US following the end of federal incentives. Despite the sales drop, Tesla's energy storage business remains strong, and the company is developing new vehicles like the Cybertruck and Cybercab, with CEO Elon Musk optimistic about 2026.

via Bloomberg.com|
#automotive-industry#business#byd
BYD Overtakes Tesla as Global EV Leader Amid Sales Decline
business1 month ago

BYD Overtakes Tesla as Global EV Leader Amid Sales Decline

Tesla has lost its position as the world's largest EV manufacturer to Chinese automaker BYD, which saw a 28% increase in sales in 2025, while Tesla's sales declined for the second consecutive year. Despite Tesla's strong brand and assets, market maturity and competition from China have challenged its dominance, whereas BYD continues expanding globally, including a significant presence in the UK and record-breaking hypercar speeds. Tesla's future plans include new models and robotaxis, but the company faces stiff competition and market challenges.

via WIRED|
#business#byd#electric-vehicles