The Chinese car manufacturers BYD $1211 (-0.5%) and Geely $175 (+0.3%) are among the final bidders to buy an existing car plant from $MBG (+1.31%) /$NSANY in Mexico.

With a takeover, the companies could secure a direct production site in North America and for BYD it would be the largest plant outside of China.

The plant is located in the Mexican state of Aguascalientes and is up for sale as part of the strategic realignment of the previous owners.

In addition to BYD and Geely, the Vietnamese electric vehicle manufacturer VinFast $VFS (+3.26%) is also said to be among the interested parties, according to Reuters, citing people familiar with the matter.

Acquiring the existing production facility would allow Chinese manufacturers to build up production capacity in North America more quickly without having to build a new factory from scratch and Mexico is considered a strategically attractive location due to its proximity to the US market and its established automotive supply chains.

The increased expansion efforts of Chinese car manufacturers are linked to global trade barriers and customs issues. Local production in Mexico could therefore help to circumvent potential import duties and strengthen competitiveness in the North American market.

Whether and to which bidder the plant will ultimately be sold, however, remains to be seen.

The sales of BYD$1211 (-0.5%) in Germany and the UK - the two largest automotive markets in Europe - increased significantly in January.

In the German market, the Chinese giant's vehicle registrations rose by over 1,000%, while they doubled in the UK.

BYD entered both markets in early 2023, but sales figures only began to rise last year, when monthly registrations consistently exceeded 1,000 units.

According to the monthly registration figures published by the Society of Motor Manufacturers & Traders (SMMT), the BYD Seal U DM-i plug-in hybrid ranked sixth among the best-selling models of all drive types.

The model sold 2,550 units - that is 63.4% of all BYD sales in January.

The brand offers ten models in the UK: five battery electric vehicles (BEVs) and five plug-in hybrids (PHEVs).

The model range consists mainly of sport utility vehicles as well as the Seal saloon and the Dolphin and Dolphin Surf compact city cars.

While the SMMT does not provide a breakdown of figures by model or drive type, data from the EU EVs platform, which records electric vehicle registrations, shows that 1,285 of the total 4,021 units sold in January were all-electric.

This means that BEVs accounted for 32% of registrations and that while PHEVs made up the remaining 68%, PHEV models other than the Seal U only accounted for 4.6% of sales.

According to the platform, the Seal saloon was the best-selling EV in the range with 318 units registered in January.

Tesla $TSLA (+3.27%) saw both year-over-year and month-over-month sales decline, as 718 vehicles were sold last month - 51% fewer than a year ago.

The Geely $175 (+0.3%) backed Polestar, for which the UK is one of its largest markets, saw a 43% increase in sales compared to 2025 with 1,070 units registered in January.

》Figures for 2025《

BYD was the best-selling new energy vehicle (NEV) brand in the country in 2025, with the exception of traditional carmakers and the originally British, now SAIC-backed MG brand.

Last year, sales increased almost fivefold to 51,422 units - a staggering increase on the 8,788 vehicles registered in the whole of 2024.

Sales in Germany

In Germany, the Shenzhen-based company registered 2,629 vehicles last month, according to data released by the KBA on Wednesday.

The figures represent an eleven-fold increase compared to the 235 units sold a year ago.

Compared to December, sales fell by around 37% from 4,109 units. The last month of 2025 recorded an increase of 1,172% compared to the previous year.

In contrast to the UK, where there is a balanced range of powertrains and hybrids lead the market, BYD's portfolio in Germany mainly comprises BEVs.

The company offers seven all-electric models, from the more affordable Dolphin Surf compact car to the premium Tang SUV, as well as three plug-in hybrids - including the recently launched Atto 2 model.

The German KBA does not break down monthly registrations by model, and figures for January were not yet available on EU EVs at the time of going to press.

German market

In January, total passenger car sales in Germany fell by 6.6% year-on-year to 193,981 units.

However, the share of electric vehicles increased compared to January 2025, as electric vehicles accounted for 42,692 of the cars sold last month - with a market share of 22%.

Other Chinese automakers increased their share of the German market last month compared to record deliveries in 2025, including XPeng $9868 (-2.93%) and the Stellantis $STLAM (-3.06%) backed company Leapmotor.

According to a recent study by the major Swiss bank UBS, there have been positive developments for Chinese exports of electric vehicles (EV) across countries in recent weeks.

These positive developments include Canada granting a most-favored-nation tariff of 6.1 percent for 49,000 Chinese electric vehicles instead of an additional tax of 100 percent per year.

There are also reports that China and the European Union (EU) are close to an agreement on a minimum selling price that could eliminate the anti-subsidy tariffs of 17 to 35 percent on Chinese car imports.

UBS believes that China's measures to reduce and eliminate VAT refunds on batteries and photovoltaic modules have encouraged these agreements.

Paul Gong, head of China automotive research at UBS, noted that the agreement between China and the EU will benefit Chinese automakers if it further improves the export tariff environment.

$1211 (-0.5%)
$175 (+0.3%)

The following shares are history:

$PANW (-0.93%)
$TEAM (+1.67%)
$175 (+0.3%)
$PYPL (-1.73%)
$RDC (-4.99%)

New:

$HIMS (+9.54%)
$NFLX (-1.18%)

Increased:

$DRO (-2.09%)

Let's see if this change is worth it!

Canada and China reached an agreement last week to reduce tariffs on electric vehicles (EVs).

The first beneficiaries are likely to be manufacturers who have already obtained North American certification and are rapidly expanding their activities abroad.

According to a report by Bloomberg on Monday, which cites Bloomberg Intelligence analysts such as Joanna Chen, these include Tesla $TSLA (+3.27%) as well as the Geely $175 (+0.3%) controlled companies Volvo Car and Polestar.

Tesla is a major importer of electric vehicles into the Canadian market and shipped over 44,000 electric vehicles to Canada in 2023 - the last full year before 100% tariffs are imposed in 2024, the report said.

Other automakers are likely to follow quickly as the Canadian government looks to streamline the approval process.

As part of the agreement, Transport Canada will complete certification for new Chinese electric vehicles in just eight weeks, Bloomberg quoted a government official familiar with the deal who wished to remain anonymous.

A Geely spokesperson said the impact will vary by brand, but overall the change is a positive step.

BYD $1211 (-0.5%), the world's largest manufacturer of new-energy vehicles (NEV), currently has negligible sales in Canada, but its mass-market products will also benefit from the reduced tariffs, the report said.

The Canadian government announced in a statement last Friday that it had reached an agreement with China to allow up to 49,000 Chinese electric vehicles to enter the Canadian market annually at a most-favored-nation tariff rate of 6.1%.

Under this agreement, over 50% of these vehicles will be affordable electric vehicles priced under $35,000 CAD within five years, according to the statement.

BYD has been operating in Canada for over a decade, and the latest agreement will further boost its localization efforts in the country, Shenzhen TV reported on Saturday.

Geely $175 (+0.3%) is one of China's largest private car manufacturers, founded in 1986 and listed on the Hong Kong stock exchange. The company produces passenger cars, electric vehicles and is increasingly developing software and mobility solutions.

Well-known brands & holdings:

• Geely Auto (own brand)
• Volvo Cars (100% via Geely Holding, partly listed in Sweden)
• Polestar (e-car brand, shareholding via Volvo)
• Zeekr (premium electric)
• Lotus, Smart (joint venture with Mercedes)
• Stake in Aston Martin (~17%)

Future focus:

• Electromobility & hybrid vehicles
• Software-defined vehicles & autonomous systems (cooperation with Baidu, Nvidia)
• Expansion in Europe via Volvo/Polestar/Zeekr

Finances (as of 2024/25):

• Turnover: >20 billion USD
• Net margin: Fluctuating, partly under pressure from competition & margins in e-mobility
• Valuation: Cheaper than western carmakers, P/E ratio mostly in single digits

Opportunities:

• Strong market position in China & growing global portfolio
• E-mobility & software trend could help Geely to reposition itself
• Investments in premium and technology companies = strategic advantage

Risks:

• High competitive pressure in China (BYD, Tesla, local brands)
• Political risks (regulation, export barriers)
• Complex holding structure (many investments across different levels)

Conclusion:

Geely is an exciting China play in the auto sector, well-connected with Western brands and strongly positioned in EVs. Anyone who believes in the rise of Chinese technology and mobility solutions should keep an eye on Geely.

...after everything here is full of Novo and I really hit the jackpot at the ATH (buy price around 115€...), I have a new entry in the pharma / medical sector :)

My investment strategy is generally "long" and the savings plans have also been adjusted:

• $VWRL (+2.15%) 300€ p.M.
• $BTC (+1.05%) 100€ p.m.
• $1810 (-4.1%) 150€ p.m.
• $489 50€ p.m.
• $DFEN (+1.74%) 150€ p.m.
• $1211 (-0.5%) 150€ p.m.
• $175 (+0.3%) 50€ p.m.
• $RTX (-1.3%) 50€ p.m.
• $RKLB (+12.91%) 50€ p.m.
• $ASML (+6.27%) 100€ p.m.
• $SHL (-0.65%) 480€ p.m.
• Gold 50€ p.m.

So total investment per month is 1680€ / savings rate per month.

Apart from that, I still hold around 5k in cash at the moment (watchlist is filled with Google and various other stocks).

I would be happy to receive feedback and wish you a nice weekend :)

LG

Geely Auto $175 (+0.3%) is, in my opinion, one of the most attractive companies in the Chinese automotive sector at the moment. What do you think about an investment and do you think Geely can compete with BYD or Xiaomi in the long term? Turnover & profit development speak for themselves