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The BrightVolt Take: China’s EV Plan Is a Shakeout

The BrightVolt Take: China’s EV Plan Is a Shakeout

Sep 14, 2026 | Electric Vehicles, Policy & Regulations

China’s new plan for its car industry sets one headline target: new-energy vehicles should reach 70% of passenger-car sales by 2030. The market already passed 65% in August. Five points over five years, against a number the market is brushing this year — that...
BYD Now Makes More Money Abroad Than in China

BYD Now Makes More Money Abroad Than in China

Sep 2, 2026 | Electric Vehicles, Policy & Regulations

For the first time, BYD earns more from the rest of the world than from China. Overseas revenue reached 181.3 billion yuan in the first half of 2026 — 52.6% of the total, up 34% on a year earlier — while revenue at home fell 31%. The largest maker of electric cars on...
The BrightVolt Take: China’s EV Growth Is All Exports Now

The BrightVolt Take: China’s EV Growth Is All Exports Now

Aug 13, 2026 | Electric Vehicles, Policy & Regulations

China sold 1.56 million new energy vehicles in July, up 23.7% on a year earlier — and the home market shrank. Retail sales of NEVs fell 3.9%, the seventh straight month of decline, while exports jumped 145%. The growth everyone quotes is happening on the docks, not in...