At least six major Chinese electric car brands reported a sharp sales drop in January from December, according to CNBC's analysis.

With the $7,500 federal EV tax credit gone, U.S. buyers now focus on upfront cost. This analysis explores how BYD’s vertical integration, Blade Battery tech, automation, and potential North American production could position it to compete on price in the American market despite tariffs.

Geely’s sales rise 1 per cent to 476,327 units in January and February, while BYD’s sales slump 38.5 per cent to 400,241 units.

BYD became the world's largest EV maker in 2025, overtaking Tesla but the Chinese company saw sales dip in February.

Last year, BYD unveiled a 1,000kW charger. Now they're up to 1,500kW. The company plans to install 20,000 stations this year.

World's most advanced power battery works with world's fastest mass-produced EV charger to make recharging as easy as refuelling 1,500kW of

China has reported that passenger car sales plunged 34% in February from a year earlier. The China Association of Automobile Manufacturers said 950,000 cars were sold, down from nearly 1.4 million vehicles sold in January.

BYD lost ground to its domestic competitors over the first two months of 2026, as overall demand in China's electric vehicle market slowed.

The Chinese automaker's new Blade Battery 2.0 is capable of charging at up to 1.5 megawatts, dramatically slashing the time it takes to fill up.