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Sino Auto Insights

@sinoautoinsights.bsky.social

🌎 advisory & management consultancy. We help companies define the future of transportation & mobility. Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA Sign up for our newsletter: http://www.sinoautoinsights.substack.com

872 Followers  |  171 Following  |  473 Posts  |  Joined: 13.11.2023  |  1.7345

Latest posts by sinoautoinsights.bsky.social on Bluesky

Exporting #pricewar

03.08.2025 23:01 β€” πŸ‘ 7    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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BYD SEAL in The Netherlands 7% lowered in price!
#bloodbath
#alwaysbecharging
early 2025 price €41690

new August 2025 price: €38690
@sinoautoinsights.bsky.social

03.08.2025 21:04 β€” πŸ‘ 14    πŸ” 2    πŸ’¬ 3    πŸ“Œ 1
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Tesla found partially liable for fatal 2019 crash, hit with $243 million in damages The outcome is a stunning rebuke for Tesla, which for years has fought to absolve itself of responsibility when its technology is involved in a crash.

Minor setback.

01.08.2025 23:58 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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China greenlights paid robotaxi service in all first-tier cities Β· TechNode "Our robotaxis are now available for commercial services in China’s single largest city by GDP,” said Pony.ai CTO Lou Tiancheng.

NOT for show.

01.08.2025 12:25 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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Chinese EV Spotted at Ferrari Headquartersβ€”Could It Be a Benchmark? Someone caught photos of a Xiaomi SU7 Ultra leaving Ferrari headquarters in Maranello. Could Ferrari be benchmarking it for its upcoming EV?

An Xiaomi SU7 Ultra was captured at Ferrari headquarters in Maranello.

29.07.2025 18:10 β€” πŸ‘ 3    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
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Chinese e-commerce leaders brush off regulatory risk to continue 'instant retail' price war China's largest e-commerce platforms show no signs of halting an "instant retail" price war unusual in its resilience to state criticism, indicating the almost existential importance placed on instant retail as the future of e-commerce.

Chinese e-commerce leaders brush off regulatory risk to continue 'instant retail' price war reut.rs/3GHEONT

25.07.2025 03:10 β€” πŸ‘ 11    πŸ” 3    πŸ’¬ 0    πŸ“Œ 0
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Trump's Japan deal raises concerns from Detroit Three, UAW. Here's why Fears of GM, Ford, Stellantis and UAW have come true ... for now.

Crystal clear now the D2 aren't going to get any preferential treatment from the Prez...

This pushes the likelihood of πŸ‡¨πŸ‡³ EV Inc building in the πŸ‡ΊπŸ‡Έ πŸ“ˆβ€¦

Guess the D2 should stop complaining & get to building more affordable products that πŸ‡ΊπŸ‡Έ consumers want. And that means more than just trucks and SUVs.

24.07.2025 21:38 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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China’s massive ADAS test: 36 cars, 15 hazard scenarios, 216 crashes Finally a proper ADAS comparison.

Imagine EVERY @roadandtrack.bsky.social @automobilemag.bsky.social @caranddriver.bsky.social road test. Now combine them and inject some STEROIDS.

Below is what you get.

This can ONLY happen in πŸ‡¨πŸ‡³. Want to see who won?

Someone VERY familiar.

24.07.2025 01:20 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Wow. #BFD …sorry, I meant #BYD

21.07.2025 22:21 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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Had a go at it in 2022. That thing is a BEAST.

That’s an older model (check the rims). The difference in features and refinement between then and now is enormous.

Studying this MY won’t give them an accurate idea of how far behind they are. #Zeekr

19.07.2025 12:20 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Bonkers! From #BYD

No driver. No hesitation.

At 74.5 mph, YANGWANG U9 soared 6 metersβ€”on its own.

This isn’t science fiction. It’s the future, in motion.

18.07.2025 19:56 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Not for πŸ‡ΊπŸ‡Έ consumption. #Ford #GM

16.07.2025 21:21 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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#Xiaomi #Nvidia

16.07.2025 18:18 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
15.07.2025 02:37 β€” πŸ‘ 13    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

…and they’re going to pay for it!

12.07.2025 13:49 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Playing Heinz.

11.07.2025 01:16 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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After a brief pause, we are BACK and LIVE baby, tomorrow - Friday, 9am ET. Lot's to talk about so please join us!

@sinoautoinsights.bsky.social

10.07.2025 20:24 β€” πŸ‘ 0    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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@zeekreurope.bsky.social #9X ...and yes, that's a Rolls Royce Cullinan.

10.07.2025 13:21 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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BYD announces L4 smart parking, promises to take responsibility for any losses incurred in China BYD promises to take full responsibility for any losses incurred in China for cars equipped with the God's Eye smart driving system in smart parking scenarios.

#BYD = It's on us.

10.07.2025 12:58 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Middlemen.

09.07.2025 02:18 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
2026 Rivian R1S Quad vs Lucid Dream vs Porsche + Audi + Rover SV β€” Cammisa Ultimate Drag Race Replay
YouTube video by Hagerty 2026 Rivian R1S Quad vs Lucid Dream vs Porsche + Audi + Rover SV β€” Cammisa Ultimate Drag Race Replay

Such an entertaining video! Guess who wins?!

HINT: ⚑️⚑️⚑️

#Audi #LandRover #Lucid #Porsche #Rivian

09.07.2025 01:55 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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A sneak peek from this week’s At The Wheel w/ Tu Le & Joe White …dropping soon!

Don’t miss it, subscribe today: www.atthewheel.co

08.07.2025 01:54 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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At The Wheel w/ Tu Le & Joe White | Substack A thoughtful discussion about the future of transportation that highlights companies and individuals moving the sector forward. Click to read At The Wheel w/ Tu Le & Joe White, a Substack publication....

Our MD’s new side hustle:

The β€˜At The Wheel’ podcast co-hosted by ex- @reuters.com ex- @wsj.com Detroit Bureau Chief, Pulitzer Prize winning & legendary journalist Joe White.

It’s gonna be good shit. Don’t miss anything from them.

Subscribe here. www.atthewheel.co

07.07.2025 23:25 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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= β€œIt will be pretty challenging for BYD to reach that goal without access to the U.S. market,” said Tu Le, founder of consultancy @sinoautoinsights.bsky.social, of BYD’s global sales target. =

www.reuters.com/investigatio...

05.07.2025 18:03 β€” πŸ‘ 6    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
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China Communist Party magazine calls for crackdown on price wars A prominent Chinese Communist Party publication called for a crackdown on forms of competition that fuel price wars and squeeze profits in various industries, criticising big firms and local governments for unfair practices.

Shaking foundations.

www.reuters.com/business/aut...

05.07.2025 17:47 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Speed KILLS. SO Many reasons for this.

05.07.2025 17:20 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Seems clear to me.

05.07.2025 00:46 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

This is the kinda thing that shuffles chess pieces on the board.

01.07.2025 21:21 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

The YU7 will NOT take ANY prisoners.

26.06.2025 13:36 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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two men standing next to each other with the words mmb says hold my beer ALT: two men standing next to each other with the words mmb says hold my beer

#Xiaomi response to the #pricewar

26.06.2025 13:26 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

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