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Stock impact report

China EVs in 2026 look less like a boom and more like a survival test as global expansion ramps up [MSNBC.com]

Autohome Inc. American Depositary Shares, each representing four class A ordinary shares. (ATHM) 
Last autohome inc. american depositary shares, each representing four class a ordinary shares. earnings: 2/19 05:00 am Check Earnings Report
US:NYSE Investor Relations: ir.autohome.com.cn
Company Research Source: MSNBC.com
Two Xiaomi electric car models in different colors are pictured here on Nov. 2, 2025.Sopa Images | Lightrocket | Getty ImagesBEIJING — China's electric car boom is ending in 2025 on a soft note, with sales dipping and analysts warning that a fierce price war is likely to persist.Not only didTesladrop by 7.4%BYDThe early trio of U.S.-listed Chinese electric car startups —NioXpengLi AutoMarket concentration has increased sharply. The top ten manufacturers now account for around 95% of the Chinese new energy vehicle market — up sharply from around 60% to 70% just two or three years ago, according to Xiao Feng, co-head of China Industrial Research at Citic CLSA. New energy vehicles include battery-electric and hybrid-powered cars."I think there will be further industry consolidation even though prices matter more than specific brands," he said. "Obviously buyers will not buy a car they [have] never heard of."watch nowVIDEO4:1904:19Tesla's China sales hit 3-year low: Here's whySquawk BoxTh Show less Read more
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