China’s EV companies see success in global expansion, WSJ reports

Not long ago, few would have believed BYD (BYDDF) could successfully break into the European market, competing against Volkswagen (VWAGY), Toyota (TM), and brands such as BMW (BMWYY) and Porsche (POAHY), Stephen Wilmot and Santiago Perez of The Wall Street Journal reports. Yet BYD is leading the group of Chinese automakers whose global exports have surpassed expectations. The company delivered more than 1M vehicles outside China in 2025 and replaced Tesla (TSLA) as the world’s biggest EV seller. Other Chinese companies have seen similar success, with Geely (GELYF), China’s second largest automaker, now hinting it might expand production of its Chinese brands in the U.S.