BYD overtakes Tesla in global EV sales - yet back home, production slows, inventory builds, and subsidies vanish in key Chinese cities.
May numbers reveal who's winning on volume—and who’s adjusting course. China’s EV sector in 2025 is no longer just about speed, but staying power.
BYD’s ultra-fast charging, Leapmotor’s shifting strategy, and what Denza’s launch says about China’s premium EV playbook.