比亚迪匈牙利工厂今年Q4投产，土耳其工厂暂缓

I’m back from a week of forums and meetings in Europe, which partially explains the reduced posting here recently. I have a few essays in the pipelines that I’ll try to get out soon. In the meantime, a short non-paywalled post.

BYD Hungary plant to start production in late 2026, executive says - Reuters. This article delivers the story of BYD in Hungary, noting the companies push to produce in Europe to gain a bigger foothold into the EU. For readers of this newsletter, the “pause” in the long-planned billion-dollar investment into manufacturing in Turkey is the bigger story.

BYD will start assembling cars at its new plant in Hungary in the fourth quarter of this year ​and the Chinese automaker has paused work on a plant ‌in Turkey while it focuses on production in Europe, a top executive said on Tuesday.“Hungary is the number one priority right now,” Executive Vice President Stella Li ​told Reuters at the company’s UK headquarters in west London. “The ​second priority will be to focus on finding a second (production) ⁠facility in Europe.”

BYD will start assembling cars at its new plant in Hungary in the fourth quarter of this year ​and the Chinese automaker has paused work on a plant ‌in Turkey while it focuses on production in Europe, a top executive said on Tuesday.

“Hungary is the number one priority right now,” Executive Vice President Stella Li ​told Reuters at the company’s UK headquarters in west London. “The ​second priority will be to focus on finding a second (production) ⁠facility in Europe.”

According to Anıl Şentürk, chair of the automotive committee at the Istanbul Chamber of Commerce, the end of the BYD plant in Turkey would strip it of incentives that the Turkish government had provided as part of the deal:

Delaying or cancelling the Manisa plant could also expose BYD to legal action from the Turkish government, which had provided the company with an exemption on most import tariffs in return for the commitment to invest in Turkey.That exemption has seen BYD build a strong position in the Turkish auto market, with its vehicles taking a 24 percent share of EV and hybrid sales last year.“If the decision is final, BYD is most likely to be stripped of their advantages in the local market and potentially lose this market to other Chinese competitors or European models,” Şentürk said.

Delaying or cancelling the Manisa plant could also expose BYD to legal action from the Turkish government, which had provided the company with an exemption on most import tariffs in return for the commitment to invest in Turkey.

That exemption has seen BYD build a strong position in the Turkish auto market, with its vehicles taking a 24 percent share of EV and hybrid sales last year.

“If the decision is final, BYD is most likely to be stripped of their advantages in the local market and potentially lose this market to other Chinese competitors or European models,” Şentürk said.

Saudi vehicle imports surge to 1.9 million in 2 years, with China emerging leading supplier - Saudi Gazette. This article is reporting on automotive imports in general, not particularly EVs, but the surge in Chinese exports to Saudi is worth watching. Saudi Arabia’s plan is to have 30% of new vehicles be EVs by 2030, with 500,000 per year planned to enter the market.

The Saudi Zakat, Tax and Customs Authority (ZATCA) data showed that vehicle imports to Saudi Arabia reached around 959,403 units by 2025, further expanding the Kingdom’s already substantial automotive market, which ranks among the largest globally.The data also revealed that vehicle imports to Saudi Arabia reached approximately 942,118 units in 2024, with China identified as the leading source of vehicles imported into the Kingdom during the past two years.In a related development, ZATCA reported that Japanese vehicle imports ranked second after China, followed by India, Thailand, and South Korea. The United States occupied sixth place, reflecting a notable decline in the presence of American vehicles within the Saudi automotive market.

The Saudi Zakat, Tax and Customs Authority (ZATCA) data showed that vehicle imports to Saudi Arabia reached around 959,403 units by 2025, further expanding the Kingdom’s already substantial automotive market, which ranks among the largest globally.

The data also revealed that vehicle imports to Saudi Arabia reached approximately 942,118 units in 2024, with China identified as the leading source of vehicles imported into the Kingdom during the past two years.

In a related development, ZATCA reported that Japanese vehicle imports ranked second after China, followed by India, Thailand, and South Korea. The United States occupied sixth place, reflecting a notable decline in the presence of American vehicles within the Saudi automotive market.

Chinese automaker Chery launches 3 hybrid car models in Tunisia - Xinhua. Another piece demonstrating the Chinese penetration into regional automotive markets.

Chinese carmaker Chery launched three new hybrid vehicle models in Tunisia on Monday, the carmaker and its official dealer STA said in a statement.The models, Tiggo 9 PHEV, Tiggo 4 HEV and Arrizo 8 PHEV, enabled the introduction of six new models during six months.By 2025, Chery had become one of the top three passenger car brands in Tunisia, posting 70 percent growth over 2024, according to the statement.Chinese manufacturers have significantly strengthened their presence in Tunisia’s new-car market, reaching a 22.5 percent market share in the first quarter of 2026, local media La Presse reported.

Chinese carmaker Chery launched three new hybrid vehicle models in Tunisia on Monday, the carmaker and its official dealer STA said in a statement.

The models, Tiggo 9 PHEV, Tiggo 4 HEV and Arrizo 8 PHEV, enabled the introduction of six new models during six months.

By 2025, Chery had become one of the top three passenger car brands in Tunisia, posting 70 percent growth over 2024, according to the statement.

Chinese manufacturers have significantly strengthened their presence in Tunisia’s new-car market, reaching a 22.5 percent market share in the first quarter of 2026, local media La Presse reported.

XPeng Enters Morocco, Completing North Africa EV Push - Morocco World News. And another one. XPeng’s Egypt-Morocco-Tunisa ‘strategic triangle’ for North Africa is an interesting data point I hadn’t heard of before, but tracks with what we’ve seen of Chinese automakers in general.

Chinese electric vehicle maker XPeng has officially launched in Morocco, with the Guangzhou-based company opening its first showroom on April 1 at Casablanca Finance City (CFC).Two models are now on sale: the G6 SUV coupé, starting at MAD 417,800, and the larger G9, starting at MAD 662,000. Both are fully electric and come with a home charging station included.According to Chinese financial outlet Gelonghui, XPeng’s Morocco entry is part of a broader North African expansion. The company described Egypt, Morocco, and Tunisia as its “strategic triangle” in the region. XPeng also opened a 2,500-square-meter sales and service center in Tunisia, the largest facility of its kind in North Africa. In Egypt, where the brand launched earlier, the G6 and G9 have led the premium electric SUV segment for consecutive months.

Chinese electric vehicle maker XPeng has officially launched in Morocco, with the Guangzhou-based company opening its first showroom on April 1 at Casablanca Finance City (CFC).

Two models are now on sale: the G6 SUV coupé, starting at MAD 417,800, and the larger G9, starting at MAD 662,000. Both are fully electric and come with a home charging station included.

According to Chinese financial outlet Gelonghui, XPeng’s Morocco entry is part of a broader North African expansion. The company described Egypt, Morocco, and Tunisia as its “strategic triangle” in the region.

XPeng also opened a 2,500-square-meter sales and service center in Tunisia, the largest facility of its kind in North Africa. In Egy

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