Felix Hamer • electricfelix
@electricfelix.bsky.social
Relentless (fast) charging addict on a quest to find #MOREPLUGS
⚡️
(At better prices)
🌞💨
My newsletter is on the verge of coming back to life at electricfelix.com/linkinbio
⚡️
(At better prices)
🌞💨
My newsletter is on the verge of coming back to life at electricfelix.com/linkinbio
Reposted by Felix Hamer • electricfelix
100%
May not be an ideal solution.
The rise of Chinese EVs is like the impact the iPhone had on the cellphone market. They'll just gobble up market share until they hit like 80%.
It's just going to be carnage the rest of the decade with Tesla Blackberry, Lucid Vertu, rest Nokia/Motorla
We're here 🌎
The rise of Chinese EVs is like the impact the iPhone had on the cellphone market. They'll just gobble up market share until they hit like 80%.
It's just going to be carnage the rest of the decade with Tesla Blackberry, Lucid Vertu, rest Nokia/Motorla
We're here 🌎
November 12, 2025 at 6:12 PM
100%
mooi overzicht Olof dank! #alwaysbecharging
November 12, 2025 at 4:50 PM
mooi overzicht Olof dank! #alwaysbecharging
November 12, 2025 at 4:42 PM
spot on Erwin! bsky.app/profile/rick...
November 12, 2025 at 4:19 PM
spot on Erwin! bsky.app/profile/rick...
November 12, 2025 at 3:51 PM
"🇨🇳 With approaching one million units set to be delivered across Western Europe from the likes of BYD, Chery and Tesla this year, that is effectively three production sites' worth of volumes running at maximum capacity, becoming stripped out of the market." www.schmidtmatthias.de/post/hyper-c...
Hyper-competition sees new market entrants on track to strip away up to 1 million units from incumbent OEMs according to new study, adding more question marks to under-utilised production plants
In what is becoming a hyper-competitive market environment, manufacturers that have a European market presence of less than 15 years – effectively Chinese brands plus Tesla – are witnessing their coll...
www.schmidtmatthias.de
November 12, 2025 at 3:42 PM
"🇨🇳 With approaching one million units set to be delivered across Western Europe from the likes of BYD, Chery and Tesla this year, that is effectively three production sites' worth of volumes running at maximum capacity, becoming stripped out of the market." www.schmidtmatthias.de/post/hyper-c...
"🏭 🤔
During September, the NME share surpassed that due to seasonality tailwinds, while the underlying trend is closer to 8%, adding more question marks to Europe's under-utilised traditional production bases in an already constrained market environment."
#alwaysbecharging
During September, the NME share surpassed that due to seasonality tailwinds, while the underlying trend is closer to 8%, adding more question marks to Europe's under-utilised traditional production bases in an already constrained market environment."
#alwaysbecharging
🇨🇳 🚘 🇪🇺 Hyper-competition sees new market entrants on track to strip away up to one million units from incumbent OEMs across Western Europe, according to new study
In what is becoming a… | Matthias ...
🇨🇳 🚘 🇪🇺 Hyper-competition sees new market entrants on track to strip away up to one million units from incumbent OEMs across Western Europe, according to new study
In what is becoming a hyper-compet...
www.linkedin.com
November 12, 2025 at 3:41 PM
"🏭 🤔
During September, the NME share surpassed that due to seasonality tailwinds, while the underlying trend is closer to 8%, adding more question marks to Europe's under-utilised traditional production bases in an already constrained market environment."
#alwaysbecharging
During September, the NME share surpassed that due to seasonality tailwinds, while the underlying trend is closer to 8%, adding more question marks to Europe's under-utilised traditional production bases in an already constrained market environment."
#alwaysbecharging
"In what is becoming a hyper-competitive market environment, manufacturers that have a European market presence of less than 15 years – effectively Chinese brands plus Tesla – are witnessing their collective New Market Entrant (NME) market share reach 10% of the total market in certain months."
🇨🇳 🚘 🇪🇺 Hyper-competition sees new market entrants on track to strip away up to one million units from incumbent OEMs across Western Europe, according to new study
In what is becoming a… | Matthias ...
🇨🇳 🚘 🇪🇺 Hyper-competition sees new market entrants on track to strip away up to one million units from incumbent OEMs across Western Europe, according to new study
In what is becoming a hyper-compet...
www.linkedin.com
November 12, 2025 at 3:41 PM
"In what is becoming a hyper-competitive market environment, manufacturers that have a European market presence of less than 15 years – effectively Chinese brands plus Tesla – are witnessing their collective New Market Entrant (NME) market share reach 10% of the total market in certain months."
and winning :) #alwaysbecharging bsky.app/profile/elec...
Huawei Backed-Aito Tops Luxury Car Sales in China
"In under 4 years, #Seres, a small Chinese automaker once best known for its 30,000 yuan ($4,2K) minivans, has beaten luxury legacy names like BMW & Mercedes to become the nation’s hottest high-end car seller"
🚨
www.bloomberg.com/news/article...
"In under 4 years, #Seres, a small Chinese automaker once best known for its 30,000 yuan ($4,2K) minivans, has beaten luxury legacy names like BMW & Mercedes to become the nation’s hottest high-end car seller"
🚨
www.bloomberg.com/news/article...
November 12, 2025 at 3:02 PM
and winning :) #alwaysbecharging bsky.app/profile/elec...
Qinghai baby 🌞🌞🌞 #alwaysbecharging bsky.app/profile/elec...
"Qinghai’s Talatan solar project:
Capacity of 16,930 megawatts of power, could run every Chicago household
Still adding panels w/ a target of growing 10 x the area of Manhattan in 3 yrs
Another 4,700 megawatts of wind energy & 7,380 megawatts of hydroelectric dams are nearby"
#nytimes
Capacity of 16,930 megawatts of power, could run every Chicago household
Still adding panels w/ a target of growing 10 x the area of Manhattan in 3 yrs
Another 4,700 megawatts of wind energy & 7,380 megawatts of hydroelectric dams are nearby"
#nytimes
November 12, 2025 at 2:47 PM
Qinghai baby 🌞🌞🌞 #alwaysbecharging bsky.app/profile/elec...
I guess Smart will do, what MINI won't :)
#alwaysbecharging
#alwaysbecharging
November 12, 2025 at 2:42 PM
I guess Smart will do, what MINI won't :)
#alwaysbecharging
#alwaysbecharging
not new :) nitter.net/ChinaEV_Eng_...
November 12, 2025 at 2:41 PM
not new :) nitter.net/ChinaEV_Eng_...
November 12, 2025 at 1:17 PM
Waymo is not appealing in Shenzhen 😅
November 12, 2025 at 12:51 PM
Waymo is not appealing in Shenzhen 😅
"Domestic politicians have not yet internalised just how bad things are, Richtberg adds. “There’s still a lingering public perception that we enjoy high margins and a strong competitive position. But we no longer have those margins. We’re struggling, and it’s difficult to get that message across.”"
November 12, 2025 at 12:08 PM
"Domestic politicians have not yet internalised just how bad things are, Richtberg adds. “There’s still a lingering public perception that we enjoy high margins and a strong competitive position. But we no longer have those margins. We’re struggling, and it’s difficult to get that message across.”"
"While German brands like Audi, Porsche & Mercedes were the 1st to feel the pain, capital goods makers have started to get similarly pounded. “As a country, the Chinese have been in the last years much better, more proactive, more consistent in going after the big technologies and conquering them”"
November 12, 2025 at 12:07 PM
"While German brands like Audi, Porsche & Mercedes were the 1st to feel the pain, capital goods makers have started to get similarly pounded. “As a country, the Chinese have been in the last years much better, more proactive, more consistent in going after the big technologies and conquering them”"