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CHINA: BYD Kei Car For Japan, China Battery Installs Fall and Hongqi Tests Off-Road EV | 18 Feb 2026

CHINA: BYD Kei Car For Japan, China Battery Installs Fall and Hongqi Tests Off-Road EV | 18 Feb 2026

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About this episode

The episode covers BYD’s new RACCO kei car designed specifically for Japan, highlighting its compact size and impressive range options. It also discusses China’s January battery installation data, showing a dominance of lithium iron phosphate batteries and market concentration among top suppliers. Hongqi’s rugged off-road EV prototype is introduced, signaling a shift toward hardcore SUVs. A Tesla Model Y incident in China sparks debate on range accuracy and Tesla’s declining market share amid rising local competition. Finally, spy shots of X-Pung’s upcoming G02 crossover reveal a smaller, stylish electric SUV with promising specs and competitive pricing.

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Technical Too Afraid to Ask
Concept

Chinese EV makers

"I'll tell you why Chinese EV makers now pitch AI as their next edge. Welcome back to EV News China, the podcast dedicated to the world's biggest EV market."

Chinese EV makers are companies in China that build electric cars. They are becoming very important in the world because they make a lot of electric vehicles.

Term

AC and DC charge

"Both configurations, AC and DC charge, early reports had DC charging could be up to 100kW, but that's unconfirmed."

Electric cars can be charged using two types of electricity: AC, which is slower and used at home, and DC, which is faster and used at special stations to recharge quickly.

Concept

K-cars

"Conventional K-cars are limited to a combustion engine of 600cc, a restriction that historically protected the domestic manufacturers."

In Japan, there are very small cars called K-cars that have tiny engines and are easier to own because they cost less to tax and insure. They are made to fit well in crowded cities.

Term

plug-in hybrids

"Battery electric vehicles accounted for 77% of batteries in China. That was up 5%. Plug-in hybrids, just 22%."

Plug-in hybrids are cars that can run on electricity for a while but also have a gas engine to go farther when the battery runs out.

Concept

fuel cell vehicles

"Fuel cell vehicles. I found some data on that because I always presume there aren't any. Well, there are. It's 0.003% of the market."

Fuel cell vehicles run on hydrogen and make electricity to power the car. They don't use gas and only produce water as exhaust, so they're cleaner for the environment.

Concept

battery manufacturers

"The supplier base contracted to 33 manufacturers of batteries, three fewer than a year ago. The top two delivered 67% of the market."

Battery makers make the big batteries that electric cars use to run. Most of the batteries come from just a few companies around the world.

Concept

supplier concentration

"Supplier concentration intensified with the leading two firms supplying more than two-thirds of all batteries,"

This means that only a few companies make most of the batteries for electric cars, so they have a lot of control over the market.

Concept

scale in battery cell manufacturing

"underlining the importance of scale in the world of making cells."

Making lots of batteries at once helps companies save money and make electric cars cheaper.

Part

roof racks

"...traditional door handles, roof racks make it look rugged, a rear-mounted spare tyre, and a roof-mounted lidar pod as well."

These are bars on top of the car that let you carry things like bikes or bags when you don’t have enough space inside.

Part

rear-mounted spare tyre

"...roof racks make it look rugged, a rear-mounted spare tyre, and a roof-mounted lidar pod as well."

This is a spare tire that’s fixed on the back of the car, so you have an extra tire if one gets flat.

Part

roof-mounted lidar pod

"...a rear-mounted spare tyre, and a roof-mounted lidar pod as well."

It’s a device on top of the car that uses lasers to see around the vehicle, helping it drive itself or detect obstacles.

Concept

Shanghai Auto Show

"The vehicle debuted at the Shanghai Auto Show last year, while Hong Chi ran a naming contest."

It’s a big car show in Shanghai where companies show off their newest cars and ideas to people.

Car

Toyota Land

"a Toyota Land Cruiser-style vehicle."

The Toyota Land Cruiser is a big SUV that is famous for being very strong and able to drive on tough roads for a long time.

Car

Tesla Model

"The driver, Ms. Chen, was travelling between Shanghai and Taizhou in her 2022 Model Y,"

The Tesla Model Y is an electric SUV, which means it runs on batteries instead of gas. The 2022 version is a newer model with improved features.

Term

safety buffers

"and the debate it sparked about whether Tesla's displayed range figures are even trustworthy, whether its safety buffers are adequate, arrived at a delicate time for Tesla in China."

Safety buffers are extra battery power that the car keeps just in case, so it doesn't run out completely and stop suddenly.

Term

EV market share

"A Tesla share of the EV market in China slipped from 10% to 8%. Rivals are circling overhead."

EV market share means how much of the electric car sales a company has compared to others. Tesla's share going down means other companies are selling more electric cars in China.

Car

Xiaomi SU7

"Rivals are circling overhead. Xiaomi's Su7 sold over 258,000 units last year, 30% more than ..."

The Xiaomi SU7 is a new electric car made by a company famous for phones and gadgets. Lots of people bought it last year because it’s a good, modern car that runs on electricity. It’s important because it shows Xiaomi is making big moves in cars.

Concept

Gigafactory

"Tesla was China's first wholly-owned Gigafactory, although built with Chinese money, and has cultivated senior ties to the Premier Li Chiang."

A Gigafactory is a huge factory where Tesla makes electric car parts and batteries. The one in China is special because Tesla owns it completely, which is rare in China.

Term

full self-driving

"state media were very quick to contradict Elon Musk's claims that full self-driving approval was imminent in China."

Full self-driving means the car can drive by itself without the driver needing to control it all the time, but it still needs permission from authorities.

Term

vehicle failure civil cases

"An Associated Press investigation found Tesla won 90% of its vehicle failure civil cases in China."

Sometimes people take car companies to court if their cars break or don't work right, which are called vehicle failure cases.

Car

Land Rover Range Rover

"...ut I say it's less of an obvious inspiration from Range Rover design. But we'll see when the camo comes off. A ..."

The Range Rover is a fancy, comfortable SUV that can drive well both on rough terrain and city roads. People often talk about it because it looks stylish and has lots of features. Here, it's being compared to a new car's design.

Term

kilowatt hour

"Two battery sizes, 75 or 100 kilowatt hours,"

A kilowatt hour is how much energy a battery can hold. The bigger the number, the longer the car can drive before needing to recharge.

Term

WLTP range

"Maximum WLTP range, 407 miles or 655 kilometres."

WLTP range is a way to see how far an electric car can go on a full charge, tested in a way that tries to match real driving.

Term

DC charging

"Peak DC charging, 480 kilowatts on the 75 kilowatt hour pack."

DC charging is a fast way to recharge an electric car's battery, much quicker than regular charging at home.

Term

AC charging

"It'll AC charge at 22, which is good for three-phase over here in Europe."

AC charging is the usual way to charge an electric car, like plugging it in at home. It takes longer than fast charging but is good for overnight charging.

Term

three-phase charging

"It'll AC charge at 22, which is good for three-phase over here in Europe."

Three-phase charging means the electricity comes in three waves instead of one, so the car can charge faster when plugged into special chargers in places like Europe.

Car

Polestar 4

"Let's move on. Polestar is pinning its hopes on a Polestar 4 estate and the new 5."

The Polestar 4 is a new electric car that looks like a sporty wagon. It’s made by a company that focuses on electric cars with good performance. People are excited about it because it’s a fresh option for electric vehicles.

Concept

Geely SEA architecture

"it's, of course, built on China's Geely SEA architecture, the Polestar 4 at least."

Geely SEA is a special design that helps build electric cars more easily and efficiently. Polestar uses it for some of their cars.

Brand

Volvo

"The Volvo offshoots closed their last Chinese store last October."

Volvo is a car company from Sweden that makes safe and reliable cars. Polestar is connected to Volvo.

Concept

autonomous driving

"envisions in-car interaction and autonomous driving merging into a super agent."

Autonomous driving means the car can drive itself without you needing to steer or control it, using smart computers and sensors.

Concept

safety-critical driving systems

"User-facing AI and safety-critical driving systems actually share similar building blocks"

Safety-critical driving systems are the important car parts and computers that help keep you safe by controlling brakes or steering if needed.

Term

low latency

"Driving systems require high reliability, low latency, and zero disruption tolerance."

It means the car's computer can react really fast when something happens, so it can keep you safe.

Term

zero disruption tolerance

"Driving systems require high reliability, low latency, and zero disruption tolerance."

It means the car's driving system can't stop working or make mistakes, because that could be dangerous.

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