Welcome to the 10K club! We are excited to share that as of today, August 17, 2022, the China EVs & More podcast has hit a new major milestone of having received more than 10,000 downloads!

Ever since Hertz announced in October 2021 that it would put 100,000 Teslas into its rental fleet by the end of 2022, I’ve been looking for opportunities to rent one myself. That opportunity came when I took my family on a much-needed vacation out to the West Coast in late…

A look at China’s car segment composed of 35–54 year old male buyers from big cities.

A look at China’s car segment where buyers are single females between the ages of 30 to 44.

The bZ3 is the second Toyota-badged bZ series BEV produced in China after the bZ4X and first with “BYD inside,” though it comes after the fallout of the bZ4X flop, and faces stiff competition from BYD and other China EV Inc. A little over three years ago on July 19…

The semiconductor chip shortage that has wreaked havoc on the auto industry over the past couple of years could last until the end of 2024 and is just one of many headwinds dogging the industry that will erode longer-term profitability, according to Stephen Dyer, Managing Director of AlixPartners and co-leader…

Sales of both Chinese and foreign brands fell significantly from 2018 to 2020. A huge reason behind that is a sharp drop in young first-time buyers. Chinese brands were hit hard, as sales fell to below 7 million units. But they rebounded in a big way in 2021, topping 8 million units with market share rising to more than 40%. Sales of foreign brands, meanwhile, continued to fall. Will Chinese brands continue to increase their market share in 2022 to over 50%? Can sales sustain momentum and hit more than 10 million units? How will foreign brands adjust their tactics in 2023–2025, and how should Chinese brands effectively respond?

China’s annual new energy passenger vehicle end-user sales hovered at around the 1-million-unit mark in 2018–2020, but skyrocketed to 3 million units in 2021, bringing excitement and fervor to the entire sector. Automakers and associations are now forecasting sales of 5 million units in 2022 and 10 million units in 2025… YRI wants to offer our own analysis, and this report will try to look deeper into the underlying reasons behind the phenomenal growth in 2021. Was it pure luck or were there inherent strengths? We will look at the components that will make up that 10-million-unit market, but also throw some cold water and point out potential pitfalls amid the gushing growth. We welcome your comments and feedback.

The rise of the soccer mom car market could result in relatively independent and unique sub-segments.