Latest posts tagged with #AutoAsia on Bluesky
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
JAPAN AUTO GIANTS GO COLLAB MODE – TOYOTA/HONDA/NISSAN STRESS PARTNERSHIPS AS PROFITS SQUEEZE!
WHAT IT MEANS:
R&D COSTS, CHINA PRESSURE & EV SLOWDOWN FORCE ALLIANCES FOR SURVIVAL.
#JAPANAUTO #TOYOTA #HONDA #NISSAN #AUTOASIA
JSW MG MOTOR INVESTS UP TO $440M IN INDIA – PLANT TO 300K UNITS/YR, 3–4 NEW HYBRID/EV MODELS IN 2026!
WHAT IT MEANS:
BIG PUSH TO CHALLENGE TATA/MAHINDRA/HYUNDAI IN GROWING EV MARKET.
#JSWMG #INDIAEV #AUTOASIA
XIAOMI YU7 BECOMES #1 SELLER IN CHINA JAN 2026 – TESLA MODEL Y FALLS TO 20TH! 600K DELIVERIES IN 22 MONTHS, 550K TARGET FOR 2026.
WHAT IT MEANS: XIAOMI'S SPEED REWRITES CHINA EV RANKINGS – TESLA UNDER PRESSURE.
#XIAOMIYU7 #CHINAEV #AUTOASIA
BYD, CHERY, GREAT WALL & GEELY FINAL BIDDERS FOR NISSAN-MERCEDES MEXICO PLANT! 230K CAPACITY SITE CLOSING MAY 2026.
WHAT IT MEANS: CHINA'S BIG PUSH FOR LOCAL PRODUCTION IN NORTH AMERICA – TARIFF DODGE & SUPPLY CHAIN LOCK-IN.
#BYD #CHERY #MEXICOAUTO #AUTOASIA
HONDA-NISSAN TALKS TRIP OVER SELF-DRIVING TECH & US PLANTS!
VISION ALIGNED, DETAILS NOT.
WHAT IT MEANS: KEY DIFFERENCES SLOW PARTNERSHIP – AUTONOMY & PRODUCTION CLASHES DELAY PROGRESS.
#HONDANISSAN #AUTONOMOUS #AUTOASIA
JAPAN AUTO GIANTS PUSH HARD IN INDONESIA – SUBSIDIES FOR IMPORTED EVS END!
TOYOTA/HONDA/SUZUKI RAMP LOCAL PRODUCTION & HYBRIDS.
WHAT IT MEANS: LEVEL PLAYING FIELD VS CHINESE BRANDS, FIERCE FIGHT AHEAD IN SEA’S BIGGEST MARKET.
#INDONESIAEV #JAPANAUTO #AUTOASIA #Toyota #Honda #Nissan
STELLANTIS + TATA CELEBRATE 20 YRS JV – 1.37M VEHICLES, 222K/YR CAPACITY, 5000 JOBS!
NEW MOU FOR MANUFACTURING, ENGINEERING & SUPPLY CHAIN COLLAB.
WHAT IT MEANS: STRONGER INDIA-GLOBAL SYNERGY AHEAD.
#STELLANTIS #TATAMOTORS #AUTOASIA
HONDA MOVES CAR DEVELOPMENT TO R&D UNIT – RACE TO CATCH CHINESE RIVALS!
EV, SOFTWARE & AUTONOMY PUSH.
WHAT IT MEANS: LEGACY GIANT FIGHTS BACK WITH FOCUSED INNOVATION VS BYD/GEELY SPEED.
#HONDA #CHINAEV #AUTOASIA
PONY AI STARTS MASS ROBOTAXI PRODUCTION – 1,000 CABS NOW, 3,000 BY END-2026!
TOYOTA BACKING FUELS GLOBAL PUSH.
WHAT IT MEANS: CHINA’S AV RACE GOES VOLUME – WAYMO & TESLA FACE REAL COMPETITION.
#PONYAI #ROBOTAXI #AUTOASIA
TATA JLR OPENS ₹9000 CR ($994 M) LUXURY PLANT AT SIPCOT PANAPAKKAM – 17 MONTHS FROM GROUND BREAK!
EVOQUE ROLLS OUT NOW, 5000 JOBS.
WHAT IT MEANS: TAMIL NADU DELIVERS SPEED & SCALE
#TATAJLR #PANAPAKKAM #AUTOASIA
TOYOTA NAMES KENTA KON NEW CEO FROM APRIL 2026
CURRENT CFO TAKES OVER FROM KOJI SATO.
WHAT IT MEANS:
FINANCE-FOCUSED LEADER SIGNALS PRIORITY ON PROFIT & COST CONTROL IN EV/HYBRID SHIFT.
#TOYOTA #KENTAKON #AUTOASIA
JLR STARTS RANGE ROVER EVOQUE ASSEMBLY IN INDIA
FIRST UNIT FROM TATA’S ₹9000CR PANAPAKKAM PLANT!
WHAT IT MEANS: LUXURY BRANDS LOCALIZE TO CAPTURE INDIA’S PREMIUM BOOM – MERCEDES/BMW/AUDI FACE MORE HEAT.
#JLR #RANGEOVEREVOQUE #INDIALUXURY #AUTOASIA
NIO PROJECTS FIRST QUARTERLY PROFIT IN Q4 2025 – NON-GAAP RMB 700M–1.2 B!
11 YEARS AFTER FOUNDING.
WHAT IT MEANS: PREMIUM EV MAKER FINALLY TURNS PROFITABLE – RARE WIN IN CHINA'S PRICE WAR HELL.
#NIO #CHINAEV #FIRSTPROFIT #AUTOASIA
