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Sino Auto Insights

@sinoautoinsights.bsky.social
912 followers 183 following 645 posts

🌎 advisory & management consultancy. We help companies define the future of transportation & mobility. Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA Sign up for our newsletter: www.sinoautoinsights.substack.com

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Sino Auto Insights @sinoautoinsights.bsky.social · 26/09/2026
In Munich in late September so what do you do but celebrate #Oktoberfest with everybody! What a great tradition!
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Sino Auto Insights @sinoautoinsights.bsky.social · 19/09/2026
Trying to find a place for excess #ShanghaiGiga capacity. This must mean 🇨🇳 demand is getting softer by the month. #Charminsoft www.bloomberg.com/news/article...
bloomberg.com
Tokyo Offers the World’s Cheapest Tesla Model Y at Less Than $23,000
Tesla Inc.’s most popular electric car is cheaper in Tokyo than anywhere else in the world.
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At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · 09/09/2026
VW is cutting costs. 🇨🇳’s carmakers aren’t cutting it any slack. @wsj.com’s Stephen Wilmot & Daniel Kirchert join At the Wheel: can VW cut its way to a comeback? Follow us, repost to join the debate. @sinoautoinsights.bsky.social @chinaevsandmore.bsky.social www.atthewheel.co/p/can-volksw...
atthewheel.co
Can Volkswagen Save Itself? | Wall Street Journal & Former BMW Executive Explain Why This Time Is Different | At The Wheel #27
Volkswagen has approved one of the largest restructurings in automotive history.
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Sino Auto Insights @sinoautoinsights.bsky.social · 03/09/2026
Delivering them in winter months in the midwest may not be the best idea...
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Reuters @reuters.com · 03/09/2026
Volkswagen targets 9% operating margin by 2030 reut.rs/46GEO9Y
reut.rs
Volkswagen targets 9% operating margin by 2030
Volkswagen targets ​an operating ‌margin of 9% ​by ​2030, up from 3.8% ⁠in ​the first ​six months of 2026, it ​said ​on Thursday, part ‌of ⁠a sweeping turnaround plan that ​was ​approved ⁠by the ​group's supervisory ​board ⁠late on Thursday.
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At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · 03/09/2026
Join us Tuesday as we dissect the deeper cuts just approved by the VW board in it's fight for survival. @sinoautoinsights.bsky.social
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chinaevsandmore.bsky.social @chinaevsandmore.bsky.social · 02/09/2026
YouTube: www.youtube.com/watch?v=ps2o... Apple Podcast: podcasts.apple.com/us/podcast/c...
youtube.com
Only 56 of 700 EVs Are Winning in China | BYD, Tesla & the Coming Shakeout | China EVs & More #260
YouTube video by China EVs & More
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chinaevsandmore.bsky.social @chinaevsandmore.bsky.social · 02/09/2026
From just posted episode #260: @sinoautoinsights.bsky.social @atthewheel313.bsky.social
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Sino Auto Insights @sinoautoinsights.bsky.social · 28/08/2026
From this week's newsletter, link in the next message to the entire newsletter. Make sure to subscribe so it's emailed to you everything Thursday.
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Sino Auto Insights @sinoautoinsights.bsky.social · 26/08/2026
Open for business. 🇨🇦 #BYD www.byd.com/en-ca/
byd.com
About Us | BYD Canada
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Sino Auto Insights @sinoautoinsights.bsky.social · 25/08/2026
This seems obstructive.
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Sino Auto Insights @sinoautoinsights.bsky.social · 16/08/2026
Reminds me of some 🇨🇳 EV Inc analysts. And let’s be clear here. With how fast 🇨🇳 changes, if you’ve not been there the since before COVID - what can you really tell us? These joke(rs) write themselves.
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Sino Auto Insights @sinoautoinsights.bsky.social · 24/07/2026
Tu has some thoughts. Tu shared some of them in this week's @sinoautoinsights.bsky.social Weekly that just posted. Complete newsletter link below. We can't believe the debates Tu had with 🇩🇪 auto execs waaaaay back in 2016 are still relevant today. Read. Debate. Like. Subscribe.
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Sino Auto Insights @sinoautoinsights.bsky.social · 14/07/2026
NO ONE in 🇨🇳 in 2021, when Xiaomi announced they’d build an EV, would’ve predicted this would EVER happen. In a million years. We know. We were there. In 北京 when they made the announcement. Absolute collapse by 🇩🇪 Legacy Inc in the largest, most important passenger vehicle market in the world.
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At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · 08/07/2026
Join Joe White High Speed Rodeo by Joe White and I tomorrow, 10am ET LIVE as we discuss: - The mess at Volkswagen - The mess with the USMCA - The mess with Polestar vs. Volvo …and more. @sinoautoinsights.bsky.social
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Sino Auto Insights @sinoautoinsights.bsky.social · 08/07/2026
The General is about to get paid! www.bloomberg.com/news/article...
bloomberg.com
GM-Backed Momenta Set for Hong Kong Debut After $752 Million IPO
Momenta Global Ltd., a Chinese autonomous-driving firm, opened 1.8% higher in Hong Kong on Wednesday after raising HK$5.9 billion ($752 million) in an initial public offering, testing market appetite ...
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Sino Auto Insights @sinoautoinsights.bsky.social · 23/06/2026
Things are not well in Maranello. electrek.co/2026/06/23/f...
electrek.co
Ferrari replaces marketing chief after Luce EV launch backlash
Ferrari replaced longtime marketing chief Enrico Galliera with ex-BMW Italy boss Di Silvestre days after its Luce EV launch sent the stock down 8%.
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Sino Auto Insights @sinoautoinsights.bsky.social · 09/06/2026
I did a thing today #GM #Empower
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Ash in China @ashinchina.bsky.social · 23/05/2026
i like the styling but i cant but feel like the Beijing BJ40 reev beat them to the punch here
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Sino Auto Insights @sinoautoinsights.bsky.social · 19/05/2026
This train has left the station already …at least in most other parts of the world.
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Sino Auto Insights @sinoautoinsights.bsky.social · 14/05/2026
@nickgibbs.bsky.social sighting.
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Sino Auto Insights @sinoautoinsights.bsky.social · 10/05/2026
On the walk to the hotel, score is 2 : 1 in London: #Waymo vs #Wayve
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Sino Auto Insights @sinoautoinsights.bsky.social · 22/04/2026
We 👀 you #XPeng.
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Katie Drummond @katie-drummond.bsky.social · 21/04/2026
"So far, Apple’s approach to advanced AI—specifically generative AI, since Apple has wielded machine learning in all kinds of clever ways for years now—has been mystifying."
wired.com
Tim Cook's Legacy Is Turning Apple Into a Subscription
The soon-to-exit Apple CEO went all in on services. Now, the incoming CEO, John Ternus, will need to embrace the AI era.
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Sino Auto Insights @sinoautoinsights.bsky.social · 21/04/2026
#Volkswagen seems to be twisting themselves into a 🥨, for a country that doesn’t seem to love them anymore.
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Heatmap News @heatmap.news · 21/04/2026
NEW from @jael.bsky.social: Data centers have eclipsed wind farms as the most controversial new infrastructure developments, according to tracking by Heatmap Pro. Read the full story: heatmap.news/sparks/data-...
heatmap.news
Exclusive: Data Centers Are Now More Controversial Than Wind Farms
Fights over AI-related developments outnumber those over wind farms in the Heatmap Pro database.
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Sino Auto Insights @sinoautoinsights.bsky.social · 21/04/2026
All that #CATL news seems like a really big deal. This could make them early favorites for biggest ‘thieves’ …for stealing the #AutoBeijing2026 show.
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Sino Auto Insights @sinoautoinsights.bsky.social · 21/04/2026
We must be in 🇨🇳!
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Sino Auto Insights @sinoautoinsights.bsky.social · 20/04/2026
It must’ve been like Game of Thrones the last few years at #Apple.
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Sino Auto Insights @sinoautoinsights.bsky.social · 10/04/2026
Porsche down -21% in Q1'26 in 🇨🇳 - this is the canary in the coalmine. When @xiaomiglobal.bsky.social (and a few others with updated products) enter the 🇪🇺 it will NOT be good for them. They are in a complete freefall. The 🇺🇸 market will NOT rescue them from this.
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Sino Auto Insights @sinoautoinsights.bsky.social · 10/04/2026
Porsche down -21% in Q1'26 in 🇨🇳 - this is the canary in the coalmine. When @xiaomiglobal.bsky.social (and a few others with updated products) enter the 🇪🇺 it will NOT be good for them. They are in a complete freefall. The 🇺🇸 market will NOT rescue them from this.
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Sino Auto Insights @sinoautoinsights.bsky.social · 10/04/2026
JIDU - circa 2022.
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Sino Auto Insights @sinoautoinsights.bsky.social · 10/04/2026
Dimensions of (estimated): #NIO ES9 = 211 X 80 X 74 #Chevy Tahoe = 211 X 81 X 77 No sacred cows.
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Sino Auto Insights @sinoautoinsights.bsky.social · 09/04/2026
The buildup to #AutoBeijing2026 begins.
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Sino Auto Insights @sinoautoinsights.bsky.social · 09/04/2026
ONLY real option ...will it be too little too late though? Probably for at least one market. Tesla is un-canceling its plan to build a smaller, cheaper EV: report www.theverge.com/transportati...
theverge.com
Tesla is un-canceling its plan to build a smaller, cheaper EV: report
Don’t call it a comeback.
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Sino Auto Insights @sinoautoinsights.bsky.social · 02/04/2026
Happy birthday 🍏!
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Sino Auto Insights @sinoautoinsights.bsky.social · 31/03/2026
Subtle reminder. #Zeekr
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Sino Auto Insights @sinoautoinsights.bsky.social · 31/03/2026
The pace of change from AI, 🇨🇳, 🇨🇳 using AI is going to leave a TON of companies completely rudderless.
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At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · 31/03/2026
At The Wheel #19 - LIVE! Tuesday, March 31st, 8pm ET

Join by clicking this link: https://www.youtube.com/watch?v=O_ihpdrCM7w
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Sino Auto Insights @sinoautoinsights.bsky.social · 27/03/2026
Mr. The electric sighting.
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Sino Auto Insights @sinoautoinsights.bsky.social · 25/03/2026
ruh. roh.
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Sino Auto Insights @sinoautoinsights.bsky.social · 25/03/2026
On the cusp of Job #1 getting delivered, specs are substantial, design is catching (albeit it may look / fit better on 🇺🇸 roads), but a 'premium' VW? Will the @VW ID.Era 9X go the way of the Phaeton? carnewschina.com/2026/01/19/v...
carnewschina.com
Volkswagen ID. Era 9X EREV crossover’s interior exposed in China
Interior of the Volkswagen ID. Era 9X full-size EREV crossover was exposed with a large touchscreen in China ahead of the official debut.
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Sino Auto Insights @sinoautoinsights.bsky.social · 25/03/2026
Aint-feela?
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InsideEVs @insideevs.com · 24/03/2026
The Mercedes-Maybach VLS is an electric minivan for the 1%.
insideevs.com
Maybach Is Making An Ultra-Luxury Minivan. Here's Our First Glimpse
Mercedes unveiled the Mercedes-Maybach VLS on Tuesday. The electric luxury van is built for rear-seat VIP comfort above all else.
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Sino Auto Insights @sinoautoinsights.bsky.social · 23/11/2024
Allow me to re-introduce myself: Detroit | Silicon Valley | Beijing We comment on all things electric vehicles, autonomous vehicles & batteries. Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷 substack.com/@tu123?invite
substack.com
Tu Le | Substack
Electric & autonomous vehicle (EV / AV), battery and chip nerd that can speak 'Auto' and 'Tech.' I get asked for my thoughts about EVs from time to time by some fairly well-known people.
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Sino Auto Insights @sinoautoinsights.bsky.social · 16/03/2026
Tech imitating Auto.
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Sino Auto Insights @sinoautoinsights.bsky.social · 15/03/2026
#Wayve in #Detroit. We 👀 you!
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Sino Auto Insights @sinoautoinsights.bsky.social · 13/03/2026
@cadillacteamf1.bsky.social @f1tv.bsky.social #Shanghai
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Sino Auto Insights @sinoautoinsights.bsky.social · 03/03/2026
Two truck owners that seem to be ‘owning’ the libs…
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Sino Auto Insights @sinoautoinsights.bsky.social · 03/03/2026
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...
nytimes.com
U.S. Automakers Risk Being Reduced to Niche Producers of Gas Vehicles
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