Sino Auto Insights

Two truck owners that seem to be ‘owning’ the libs…

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U.S. Automakers Risk Being Reduced to Niche Producers of Gas Vehicles

We swear - Jack must be an avid @sinoautoinsights.bsky.social Weekly newsletter reader!

U.S. Automakers Risk Being Reduced to Niche Producers of Gas Vehicles www.nytimes.com/2026/03/03/b...

Circa August 2024. #toldyouso

Detroit pie in ‘Da Burgh.

Stock Slide and Slow Sales: What’s Happening in China’s E.V. Market?

If it wasn’t obvious enough, the future of automotive isn’t about powertrains anymore, it’s about tech.

👇🏽👇🏽👇🏽

Tu and Lei are taking this week off to celebrate the Year of the Fire Horse so no show today, we'll see you all next week!

@sinoautoinsights.bsky.social

From this week's newsletter, to read it in its entirety, click the link: sinoautoinsights.substack.com/p/sai-weekly...

12-hour days, no weekends: the anxiety driving AI’s brutal work culture is a warning for all of us San Francisco’s AI startups are pushing workers to grind endlessly, hinting at pressures soon hitting other sectors

AKA 9-9-6

12-hour days, no weekends: the anxiety driving AI’s brutal work culture is a warning for all of us.

GM invests in Ontario plant for next-gen trucks General Motors will invest $63 million Canadian dollars in an Ontario plant to support production of its next-generation gas trucks.

Playing defense.

They are creating a committee to discuss how to address the challenges.

VW Group Delays Scout Motors Launch Until at Least 2028: Report The company cited "technical issues" according to a German media report.

On brand for VW Group.

Beware China’s shrinking car market The resulting flood of exports will be good news for consumers. Less so for the world’s carmakers

The Economist: Unfortunately for carmakers outside China, a slowing domestic market will lead to even greater vehicle exports from the country, says Tu Le of Sino Auto Insights, a consultancy.
—-

Ford’s announcements today. Team focused on the right priorities.

Can they deliver a seamless, compelling UX?

Will it launch on time, hit cost targets, and move past quality concerns?

At or below Maverick MSRP — fully loaded. That would send a message.

Clocks are ticking — one on EST one on CST.

Truck owner / driver... TF??!

He has a rearview camera BTW.

@xiaomiglobal.bsky.social

A sign of things to come.

🇨🇳 EV Inc in Detroit.
#Zeekr #Ojai
@waymo.bsky.social

Drunk driver sentenced after using gadget to bypass assisted driving, no one in driver’s seat Chinese Supreme Court guidance confirms assisted-driving systems cannot replace human responsibility.

New tech. New problems.

Tesla Jan deliveries in China decline 45% while Shanghai plant exports surge 71% Tesla's January retail sales in China fell to their lowest level since November 2022, while exports from its Shanghai factory hit the second highest on record.

As we predicted.

Overall production high - more sent off on boats to international markets.

#Tesla will ship more of these into 🇨🇦 this year. Count on it.

What other non-price cut price cut do they have up their sleeve to address their domestic demand challenge?

cnevpost.com/2026/02/12/t...

Exclusive: Seeking Mexico foothold, China's BYD and Geely bid to buy car plant Two of China's leading automakers, BYD and Geely, are among the finalists vying to purchase a Nissan–Mercedes-Benz plant in Mexico, according to a person familiar with the matter, as China seeks a man...

Everything Everywhere All at Once.

Next up to overtake Ford: GEELY

#alwaysbecharging

Ford Falls Behind China’s BYD in Global Sales For the First Time Ford Motor Co. lost out to BYD Co. in global vehicle sales for the first time last year as the Chinese manufacturer continued its climb up the rankings of the world’s largest automakers.

Déjà vu all over again.

A real changing of the guard.

That distance (read: sales volume) between the two will only grow larger this year.

As one gets less international and one gets even more international.

This'll leave a mark.

Who came up with those bonkers forecasts to begin with? Have they been fired?

Was no one at any of the Detroit 2.5 responsible for this mess? How could they ALL get it SO WRONG?

We wrote about their EV optimism never turning into sales - We knew, how did they not?

We will not only kick open our door, we’ll pay you stacks of cash to walk through it. 🇨🇦+ 🇨🇳

USMC… WHAT?

Carney Stakes Canada’s Auto Future on E.V.s as It Pulls Away From the U.S.

The other 👞 just dropped.

Carney Stakes Canada’s Auto Future on E.V.s as It Pulls Away From the U.S. www.nytimes.com/2026/02/05/w...

What’s everyone’s over/under on when a 🇨🇳 brand wins the #NACTOY?

Top 60 in the Middle Kingdom in 2025:

Just throwing this out there.

#Ford's JV in 🇨🇳 with #Changan - Changan Ford - sold under 100K units retail in 2025.

There were about 24M passenger vehicles sold domestically in 🇨🇳 last year.

Changan Ford sold 957K vehicles in 2016.

HES AN ALL STAR!!!!

JALEN DUREN IS GOING TO THE ALL-STAR GAME!