Geely Auto has grown over the past few years by adding PHEVs and BEVs on top of its non-EV lineup. How long until the orange section starts to decline?

Geely Auto exports are showing spectacular growth in 2026. 📈 In Q3, more than 300k vehicles were exported, 40% of global sales. Note: this excludes Volvo, Polestar, Lotus and others.

And here is the same on my new custom website. (Not yet public): (Corrected post #2 😅)

Here is the same view with the newest data: 1. Image: Trailing-6 months 2. Image: Monthly Porsche actually reached 54.4% BEV-Share in September. Skoda and Audi also reached new records!

The top 20 across all propulsion types is dominated by Volkswagen Group. The BYD Seal made it to 11th place. Those 20 models account for exactly 30% of the Austrian car market.

Best-selling fully electric car models in Austria 🇦🇹 (Jan–Sep): 1. Tesla Model Y 2. Skoda Enyaq 3. Skoda Elroq BYD is also in the top 10 twice, with the Atto and the Sealion. ⚡

Switzerland 🇨🇭 car market so far in 2026 (Jan–Sep): BEV: 26.2% ⚡ PHEV: 12.1% HEV: 36.1% Petrol/Diesel: 25.4%

In Switzerland 🇨🇭, fully electric registrations hit a new record in September. 35.7% of the market. ⚡ Second best month in absolute terms, with 7,692 new BEVs registered.

Best-selling BEV models in Germany 🇩🇪 so far this year. Models from Volkswagen Group, BMW Group, and Tesla are highlighted.

4. Year-to-date sales: Cumulative sales in 2026 are now nearing last year’s record, despite a slow start. Second image: pure BEV sales have reached a new record. ⚡ Third image: PHEV sales are below the last two years.

3. On a positive note: the BEV share of sales is at record levels in recent months. ⚡ It reached 60% in September. Will this trend continue?

2. Sales in China 🇨🇳 keep falling. Q3: 750k, down 14% from Q3 last year. The trailing 12 months are still sliding too. Now 2.7 million, 34.1% below the peak of 4.1 million vehicles a year.

BYD September sales update. The main trends continue. Short thread: 1. Overseas sales hit a new record every quarter. In Q3, more than 500k vehicles were sold outside China 🇨🇳. That is 42% of all sales. No sign of a slowdown. 📈

All Model 3s are made in China 🇨🇳. Some Model Ys are imported from China 🇨🇳. Most are made in Germany 🇩🇪.

Top 20 fully electric models in Germany 🇩🇪 so far this year (Jan–Sep): Nearly all are German brands. Exceptions: Tesla 🇺🇸 #2 and #10, Citroën 🇫🇷 #14, Hyundai 🇰🇷 #16, Ford 🇺🇸 #20. Cupra Tavascan (#15) is made in China 🇨🇳. Ford Explorer (#20) is made in Germany 🇩🇪 on Volkswagen’s MEB platform.

Trailing four quarters: Overall sales look to be in decline. Now 1.7 million vehicles over the last four quarters, down from almost 2.1 million in 2023. That is a drop of 22.4%. As an investor, I would be worried.

Yearly BEV sales: With one quarter still to go, they have already almost matched last year’s BEV figure. They are still about 75k units short of the 2023 record though.