E111: Live-selling cars in malls? China’s EV retail strategy

BYD is now outselling automotive giants like Toyota and Volkswagen in China. But beyond the numbers, a bigger shift is happening—Chinese EV brands are moving away from traditional dealerships and into shopping malls.

In this episode, we explore China’s electric vehicle revolution, breaking down the numbers behind its EV boom and uncovering why mall showrooms are replacing dealerships, and the economics driving this shift.

From sleek in-mall showrooms to live-streamed car sales and in-store cafés, China’s EV industry is transforming not just how cars are made, but how they’re sold. The way we buy cars is changing—China is leading the charge, but will the rest of the world follow?

Featured materials: 

E105: Collapse of a Chinese EV company, livestreamed, The Impulso Podcast