CHINA: BYD Takes Global Crown, Xiaomi’s SU7 Bonnet Saga and Zeekr’s Hardware Retrofit | 26 Nov 2025

EV News Daily - Technology and Business of EVs

Martyn Lee

Technology, Leisure, Automotive, Business

4.8 • 749 Ratings

🗓️ 26 November 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

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BYD HOLDS ELECTRIC-CAR LEAD AS TESLA SPEEDS UP https://evne.ws/4rrRH0Y

BYD OVERTAKES TESLA IN EUROPE’S ELECTRIC-CAR MARKET https://evne.ws/43QFecW

CHINA DOWNGRADES ELECTRIC CARS—BUT ONLY IN NAME https://evne.ws/44vDV3i

XIAOMI SU7 BONNET FACES COURT SCRUTINY https://evne.ws/4ilItPz

ZEEKR CROWDFUNDS ADAS RETROFIT https://evne.ws/4pxMrXM

XPENG RAMPS UP PRODUCTION OF NEW MPV AS CHINA DEMAND SURPRISES https://evne.ws/43OldDV

IM MOTORS’ IM6 TESTS PREMIUM EV DEMAND IN OCEANIA https://evne.ws/44vE5HW

HUAWEI DEEPENS PUSH INTO SMART CARS https://evne.ws/3LZDZlD

CATL BETS ON BATTERY-SWAP TAXIS IN HONG KONG https://evne.ws/3LZw6wE

CHINA’S EV BATTERIES BECOME AN URBAN MINE https://evne.ws/4p3Uax5

Transcript

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0:00.0	Welcome back to the podcast. Today, BYD takes the global crown.
0:03.9	Xiaomi's SU7 Bonnet saga and Zika's hardware retrofit. Plus, stay tuned because later in the show,
0:10.4	I'll tell you why used batteries are powering the future energy economy.
0:15.3	Welcome to EV News, China, the podcast dedicated to the world's largest electric vehicle market.
0:20.3	Each day, I bring you the latest
0:21.5	headlines, insights and analysis from the heart of China's booming EV industry and decode
0:27.4	how fast-moving developments in the East are shaping the global EV landscape. We'll start with
0:32.7	news of BYD. New figures show the global EV race is tightening. BYD has kept its position as the world's
0:40.3	biggest seller of battery electric cars in the third quarter with 15.4% of the global market.
0:47.4	Tesla followed on 13.4% but was growing over the quarter, according to Trendforce, a market research
0:54.1	firm.
0:54.6	The report released today confirms the dominance of BYD and Tesla in pure electric cars.
1:00.4	BYD sold 582,000 BEVs in the third quarter based on data compiled by CNEV Post.
1:07.9	That was 31% more than a year earlier, but 4% fewer than the second quarter.
1:12.9	Tesla, which makes only battery electric cars, delivered 497,000 vehicles worldwide in the same
1:18.4	period. Its deliveries rose by 7% year on year and 30% on the quarter. In plug-in hybrids,
1:25.5	BYD remained the clear global leader, with a 28% share of the market. The plug-in hybrids, BYD remained the clear global leader with a 28% share of
1:29.1	the market. The numbers point to a narrow gap in global pure electric volumes. BYD leads on 15.4%.
1:36.7	Tesla's 13.4% comes with a stronger momentum, though. Trend force attributes Tesla's acceleration
1:43.1	mainly to stimulus driven by U.S. market
1:46.1	subsidy deadlines and achieving quarterly growth in the Chinese market. How about in Europe, though?
1:52.4	Well, in October, last month, B.YD overtook Tesla in new electric car registrations across
	...

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