ChinaAutoDesk

China auto × global media | Financial journalist, 10+ yrs | Watching how the world watches Chinese car brands

[太阳闯关记 @dachaoren]

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静下心看完这一套完整教程，你就能真正用 AI 搭建工作流、实现自动化、处理复杂任务。

[Yicai 第一财经 @yicaichina]

BASF expects the EBITDA will be between EUR1 billion and EUR1.2 billion (USD1.2 billion and USD1.4 billion) with the new Zhanjiang Verbund site by 2030, Stephan Kothrade, CTO of the German chemical giant, said in a recent interview with Yicai during the Zhanjiang Verbund's inauguration. "We are confident to get there," Kothrade said. @BASF

[Yicai 第一财经 @yicaichina]

BASF uses agentic AI to run and optimize warehouse logistics, and even apply AI to design experiments and to do the analytics of the lab work, in order to massively reduce the time in a research program for products that is ready to be launched to the market, Stephan Kothrade, CTO of the German chemical giant, said in a recent interview with Yicai. @BASF

[ChinaAutoDesk @MotorsTracker]

The luxury collapse in China has five structural causes, per Inovev: — Economic slowdown weighing on premium spend — Local brands have completed a genuine tech leap — Price gap of 20–40% vs. German incumbents — Brand premium of legacy names is narrowing — The market is saturated

[ChinaAutoDesk @MotorsTracker]

Global EV sales fell 11% in February YoY. Beijing's subsidies expired, pulling demand forward. Lunar New Year fell in February this year vs. January last year. Calendar distortion + subsidy hangover = one very noisy data point.
#ChinaEV #EVSales #EVMarket

[ChinaAutoDesk @MotorsTracker]

Porsche reported 2025 operating margins of 1.1% vs 14.1% in 2024.China sales fell 26% to 42,000 vs 79300 in 2023. The company took a €3.9B write-down, mostly on its failed EV program.
That's not a rough patch. That's a business model under structural attack.
#Porsche #ChinaAuto

[ChinaAutoDesk @MotorsTracker]

A $103K Chinese luxury sedan outsold the BMW 7, Porsche Panamera, and Maybach S-Class — combined — last month in China.
Western media is writing about a "global EV slump." The Chinese market is writing a different story entirely.

[ChinaAutoDesk @MotorsTracker]

Xiaomi and Xpeng are in talks to make cars inside Stellantis's European factories,and potentially buy into Maserati, It isn't a China cars "going global" but an EU OEM giving the keys/ EU tariffs built a wall. Chinese capital is buying the door. #ChinaAuto #DailyMonitoring

[ChinaAutoDesk @MotorsTracker]

Oil hit $100/barrel in two weeks as Iran shut the Strait of Hormuz,20M barrels/day at risk, IEA releasing 400M barrels in emergency response. Energy security is now the political case that climate never fully was.See how "energy independence" favors EV. #ChinaEV #DailyMonitoring

[ChinaAutoDesk @MotorsTracker]

Honda is retreating from EVs,not because the tech failed, but because the business case collapsed under gutted US incentives and BYD's pricing pressure. The question is not Chinese cars win entry, but if older brands survive. #ChinaEV #DailyMonitoring @ChinaAutoDesk

[ChinaAutoDesk @MotorsTracker]

BYD just cracked 5-minute EV charging， UKcarmakers have until 2030's ICE ban to answer / Legacy European OEMs aren't losing on price alone. They're losing on engineering pace. #ChinaAuto #DailyMonitoring @ChinaAutoDesk

[ChinaAutoDesk @MotorsTracker]

Changan is playing two markets simultaneously this week:
🇪🇺 DEEPAL S05 AWD — snow & ice testing in Europe, targeting local dealers and press
🇲🇽 Separate launch event in Mexico City
This isn't a coincidence. It's a coordinated global push. Europe + Latin America in the same week.

[ChinaAutoDesk @MotorsTracker]

OMODA & JAECOO (Chery's global brand) in February:
📦 Cumulative global sales surpassed 900,000 📈 +153% year-on-year
This is Chery's international-facing brand — designed specifically to shed the "cheap Chinese car" perception in overseas markets.
It's working.

[ChinaAutoDesk @MotorsTracker]

GAC Group overseas sales in February:
25,126 units +86% year-on-year
GAC doesn't get the same headlines as BYD or Nio. But these numbers suggest it's quietly becoming one of China's most aggressive international players.
Markets to watch: Middle East, Southeast Asia, Australia

[ChinaAutoDesk @MotorsTracker]

🚨 China Auto Weekly Signal — Week of Mar 9-15
While the world debates tariffs, Chinese automakers are quietly posting some of the strongest overseas numbers of the past year.
Three data points you need to see 👇 #ChinaAuto #EVs #ChineseEV

[Yicai 第一财经 @yicaichina]

Nio’s founder William Li sold its entire stake in the company operating self-media Auto-Report in 2020 and has no connection with it, the Chinese NEV startup’s VP Ma Lin told Yicai yesterday, after rumors claiming Li is still the actual controller of the firm started circulating after it was ordered to pay Xiaomi CNY5 million (USD727,860 million) in damages. @NIOGlobal

[Yicai 第一财经 @yicaichina]

China's First 7S Humanoid Robot Store Showcases Industry Ambitions https://t.co/vsZ55CAE9V

[Yicai 第一财经 @yicaichina]

Chinese authorities are rolling out a raft of measures to boost holiday travel and spending during the upcoming nine-day Lunar New Year break, including a lottery linked to official invoices, known as fapiao, with total prize money of more than CNY1 billion (USD145 million). https://t.co/pjQD5vbCIg

[Yicai 第一财经 @yicaichina]

China Bans Offshore Yuan Stablecoins, Tightens Grip on Overseas Crypto, RWA Tokens https://t.co/Beq92NZOvJ

[Yicai 第一财经 @yicaichina]

Hotel Prices in Small Chinese Cities Jump During Chinese New Year Holiday https://t.co/7I1tFCM19s