EV Daily | Tesla, Mazda, and BYD Shake Up EV Markets with Strategic Moves and New Releases

【Tesla】

A prototype electric vehicle appeared on social media, mistakenly identified by Tesla shareholders as a new model from Tesla, causing excitement due to Elon Musk's comments about future releases. However, Tesla confirmed that new vehicles will be simplified versions of the Model 3 and Model Y, and not entirely new models. Less successful launches, like the Cybertruck, are prompting shareholders to reassess expectations regarding Tesla's EV business, which is under pressure from Elon Musk's leadership and misleading claims. Tesla has launched the Model Y RWD in the US, a cheaper version without promised features like Autosteer. This aligns with Tesla’s strategy of focusing on stripped-down versions of existing models, rather than releasing new vehicles. Tesla's NACS connector will be adopted by Mazda for its EVs in Japan, enabling access to Tesla’s Supercharger network. Mazda’s move reflects broader trends in Japan towards adopting Tesla’s charging standard, phasing out older connectors like CHAdeMO.

【BYD】

BYD plans to enter the Japanese market with its first mini EV next year, posing a significant threat to local automakers. The company is expanding in key regions globally, gaining market share over established brands like Nissan and Toyota.

【Xpeng】

Xpeng Aeroht progresses towards mass production of its Land Aircraft Carrier, a unique NEV/eVTOL combo vehicle, with the CAAC accepting its production certificate application. The facility for this vehicle is nearly complete, aiming for delivery in 2026.

【Others】

Nissan is abandoning plans for a new LFP battery plant in Japan amid market challenges and cost-cutting measures. This move could hinder its efforts to reduce EV battery costs, crucial for maintaining competitiveness. Nissan plans to launch the new LEAF in the US and Canada, promising improved range. Mazda will use Tesla's NACS connector for its EVs in Japan from 2027, joining other automakers in adopting this standard for better charging infrastructure access. Ava Community Energy in California introduced a program rewarding EV owners for charging during cleaner energy periods, potentially saving them money and supporting renewable energy goals. The 2026 Jeep Grand Cherokee is updated with new designs and features but continues as a PHEV. Plans for a fully electric version are set for 2027, aligning with Jeep’s broader electrification strategy. Kia's EV4 test drive highlights its unique design and long-range capabilities, though reviews indicate ordinary ride quality. The EV4 will launch globally soon, with varying battery options and pricing. Hyundai's IONIQ 9, a spacious three-row electric SUV, offers advanced features and competitive pricing. Hyundai supports its EV lineup with offers like free home chargers. Toyota's C-HR+ launches in Norway with significant range and upgraded design, expanding Toyota’s EV lineup in Europe. Xiaomi Automobile partners with Nürburgring for vehicle testing and development, emphasizing its growing presence and capabilities in the EV sector with high-performance models like the SU7. Spanish equipment maker AUSA launches the C151E, a rough terrain electric forklift, showcasing benefits in emission-free environments and the growing shift to electric machinery. Rad Power Bikes launches new e-bike models, and California's e-bike voucher program faces delays. Discussions highlight the impact of tariffs on e-bike companies and other related industry challenges.