Automobile Industry 04 (Jan 25 - Dec 27)

[behappyalways]

China car industry average profit margin – all-time lows of 4% in 2025 and 2.9% in Q1 2026.
https://x.com/dunne_insights/status/2044413931041784248


Yicai: Fierce competition among the 12 major listed Chinese automakers kept carmakers’ per-vehicle profits extremely slim, with three still losing money on each one sold. The highest profit per vehicle last year was at Seres, at RMB 9,936 ($1,454).
https://x.com/michaelxpettis/status/2045721589283500506

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Europe's EV Sales Jump 51% As Iran War Sends Gasoline Prices Soaring
https://www.zerohedge.com/energy/europe ... es-soaring

[behappyalways]

Neta Auto, a Chinese automaker, goes bankrupt! Local governments suffer heavy losses from "involu...
https://m.youtube.com/watch?v=vwQCgCPXSHk

[behappyalways]

98% Charge in 6 Minutes! CATL Upgrades Batteries, German Automakers Vie for Electric Vehicle Market Share

6分鐘充電98%! 寧德時代電池升級 德車廠搶攻陸電車市場｜方念華｜FOCUS全球新聞20260422 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=yNESaZRI5pY

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北京車展8成新能源.AI幾成標配 內捲太強積極出海求存｜方念華｜FOCUS全球新聞20260428 ‪@tvbsfocus‬
https://m.youtube.com/watch?v=w8F2OSoZirg


BYD car discounts show China’s EV price war is getting worse
https://www.theedgesingapore.com/news/c ... ting-worse

[behappyalways]

Toyota And Honda See Sharp Declines In Profit Amidst Iran War Pressures, Spiking EV Costs
https://www.zerohedge.com/markets/toyot ... -pressures

[behappyalways]

China's Car Sales Slump As Gasoline Demand Craters
https://www.zerohedge.com/economics/chi ... nd-craters

[behappyalways]

1 In 4 Cars Sold Globally Is An Electric Vehicle
https://www.zerohedge.com/technology/1- ... ic-vehicle