China’s EV Boom: A Shock to the System. China has officially parked itself as the global EV export hub, and the numbers are jaw-dropping. In 2025, Chinese EV exports surged 70%, hitting 3.43 million vehicles, with brands like BYD (ticker: BYDDY) and Geely (ticker: GELYY) leading the charge. Europe, the biggest buyer, gobbled up 42% of these exports, doubling its appetite for Chinese EVs to $20.6 billion in Q1 2026 alone.
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