Automundo China

Tesla demand in China is now so high that orders have stacked up

China strengthened its grip on the global EV battery market in 2025, with CATL and BYD leading growth. Chinese makers now control 68.9% of global installations, while Korean and Japanese rivals lose ground.

The race to dominate China’s ADAS market features self-developed OEMs like Li Auto and XPeng, and Tier-1 suppliers such as Horizon Robotics, Zhuoyu Technology, Huawei, and Momenta.

The decline comes despite a 58% increase in new BEV registrations in November.

Energy policy research from the University of Pennsylvania

The internal combustion engine rears its ugly head.

Registrations fall sharply year to date amid intensifying competition in Europe's electric vehicle market.

China’s Global Assent in the Connected Vehicle Industry

Tesla, once a beacon of innovation in the electric vehicle market, is reportedly experiencing a decline in brand appeal among new-car buyers in Europe according to a study by Escalent, Inc. The report indicates that Tesla is losing its edge in design and quality, leading to its perception as a more mainstream brand rather than premium. In contrast, Chinese automotive brands are gaining traction in the market, with increased consumer consideration and trustworthiness. These developments...

Tesla stock rose slightly 0.21% as November China shipments grew 10%, facing intensifying competition and pricing pressures.