They might see a rebound from last year which was a bad year for them but that's likely driven by some pretty aggressive price cuts.

China is actually nearly 3x bigger market for them than Europe and we have clearer numbers on how that's going:

  2019:  45,372
  2020: 137,459
  2021: 320,743
  2022: 439,770
  2023: 603,664
  2024: 657,102
  2025: 625,698

2026 so far has been shaping up to be a huge contraction. Only 316,251 were shipped in the first 8 months. (BYD sold 440k units in August alone)