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The Automotive Update: What does China’s slowing EV market mean for global sales?

What is happening in China’s electric vehicle (EV) market? How much is Uber investing in autonomous vehicle charging hubs? Can Europe build its own EV batteries? Tom Geggus, Autovista24 editor, discusses these points in The Automotive Update podcast. In this episode, Autovista24 analyses China’s slowing EV market and reveals the best-selling models in the country. Plus, how has Tesla avoided suspension of its dealer and manufacturer licence in the US? Subscribe to the Autovista24 podcast and listen to previous episodes on Spotify, Apple and Amazon Music. China’s slowing EV market Globally, China accounts for 59.1% of battery-electric vehicle (BEV) sales and 70.3% of plug-in hybrid (PHEV) deliveries. But despite dominating the figures, the country saw its total EV numbers struggle in December. Figures rose by just 0.5%, according to the latest data from EV Volumes. Despite total plug-in sales increasing between January and December last year, this was not helped by the country’s PHEV market. It experienced a run of monthly declines from July onwards. One reason for this poor performance was the decline of BYD. The brand accounted for 33.3% of total EV sales in China during 2025 and dominated the PHEV market. Yet its sales were down 9.9% across the year. However, with new players entering the PHEV market, 2026 will see more brand diversification. This could help boost figures, while new BYD models will also help impress buyers. BEV sales rose by just 4% in December 2025 following a run of double-digit improvements. China’s carmakers will be hoping this is not the start of a new trend, especially if the PHEV market continues to struggle. Tesla avoids suspension Tesla has avoided a 30-day suspension of its dealer and manufacturer license in California. This follows the brand halting its use of the term ‘Autopilot’ in its vehicle marketing in the state. The Department of Motor Vehicles adopted a decision that the use of the term is ‘misleading and violates state law’. This is linked to Tesla’s use of Autopilot to describe its advanced driver-assistance systems. Uber invests in autonomous charging Uber Technologies will invest more than $100 million (€84.9 million) into autonomous vehicle charging hubs, according to Reuters. The company will deploy DC fast charging stations at its fleet depots and other locations throughout priority cities. This is expected to begin in the Los Angeles Bay Area as well as Dallas, before hitting other hubs. Uber will also work with charge point operators to establish ‘utilisation guarantee agreements’. This will support the rollout of hundreds of new chargers in cities across the world. EV charging offer in the Netherlands Leasing provider, Ayvens, has launched a new EV charging offering. Ayvens Power promises customers in the Netherlands access to over one million charging points across Europe, spanning different operators. Drivers will get real-time availability and pricing details before arrival. Meanwhile, a fleet portal will provide charging insights, cost visibility and reporting tools. The solution is due to roll out in France, Germany, Italy, Belgium, and the UK later in 2026. Can Europe build EV batteries? Yann Vincent, CEO of the Automotive Cells Company (ACC), has questioned who will make batteries for Europe’s domestic carmakers. ‘One crucial question remains: who will manufacture the batteries for European cars?’ Vincent asked. ‘Asian players, particularly Chinese giants, as is already the case for 99% of them? At the risk of putting the strategic independence of European car manufacturers solely in the hands of BYD, CATL, LG, etc?’. The CEO also confirmed that the ramp-up of ACC’s gigafactory in Hauts-de-France is taking longer and costing more than expected. This is weakening the company’s financial position. He also stated the goal of building the factory was ‘too close to give up on.’
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The Automotive Update: China’s expanding EV market and Trump tariff challenges

Which models and brands celebrated success in China’s booming electric vehicle (EV) market? What is the latest tariff update? Which carmakers have made model announcements? Autovista24 editor Tom Geggus breaks down the industry news in The Automotive Update podcast. In this week’s episode, analysis of the expanding Chinese EV market. Also, a look at hurdles to tariffs on imports into the US. Plus, Alpine unveils its sport fastback, Skoda redraws the past, and Xiaomi announces its challenger to Tesla. Subscribe to the Autovista24 podcast and listen to previous episodes on Spotify, Apple and Amazon Music. China’s EV market boom China’s EV market surged in the first quarter of 2025. According to data from EV Volumes, nearly 2.63 million EVs, including battery-electric vehicles (BEVs) and plug-in hybrids (PHEVs) were registered from January to March. This marks a 43.2% year-on-year increase. The Geely Geome Xingyuan topped the BEV sales charts, followed closely by the Wuling Mini. Tesla came in third with the Model Y some way back from the top two. In the PHEV stakes, BYD dominated with eight models placed inside the top 10. In terms of brands, BYD commanded the EV market, with sales up 36.4% year on year. Geely jumped up to second, thanks to a strong BEV performance. Plus, Galaxy performed strongly in the PHEV market with the Starship 7. In total, Geely’s registrations increased 274.3% in the first quarter. BYD discounts and Chinese used cars BYD launched significant discounts on 22 of its models in China, as reported by the Financial Times. According to electrive, the carmaker cut prices by roughly 21% on vehicles like the Seagull EV and Qin Plus DM-I PHEV. Meanwhile, China's Ministry of Commerce summoned carmakers and industry groups to discuss increasing sales of ‘zero-mileage’ used cars, Reuters reported. These cars had been registered and given license plates, but were being sold as used, having never been driven. Tariff turbulence The US Court of International Trade ruled that US President Donald Trump had exceeded his authority by imposing certain tariffs. Notably, the ruling did not apply to the 25% tariff on vehicles, as well as those on steel and aluminium. However, the decision was short-lived. Just one day later, a panel of judges from the US Court of Appeals for the Federal Circuit reinstated the tariffs while legal proceedings continue. Amid this tariff uncertainty, Reuters reported ongoing talks between the US government and Volkswagen Group (VW). VW Group CEO Oliver Blume told a German newspaper that the carmaker is holding ‘fair’ and ‘constructive’ talks with the US government. EV announcements This week Alpine unveiled its new all-electric five-seater sport fastback the A390. It will be available from the fourth quarter, with pricing confirmed for two trim levels, the GT and GTS. Skoda has presented an updated electrified take on its Favorit model. Meanwhile, Peugeot revealed the GTi variant of the e-208, as reported by Autocar. Xiaomi announced its YU7 SUV will become available for purchase in July, Reuters reported. The BEV looks set to compete with the Tesla Model Y.  Meanwhile, Carscoops has reported the Lynk & Co 08 has been launched in Europe. Xpeng unveiled its MONA M03 Max sedan in China, according to electrek. Emission targets confirmed On Tuesday this week, the European Council confirmed it has given final approval to CO2emission target amendments. These give vehicle makers more flexibility, allowing them to meet an average threshold across 2025, 2026 and 2027. The council body confirmed in a release that: ‘The regulation will enter into force on the 20th day following its publication in the Official Journal.’ 

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