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CBI

BYD's Surprising Slowdown and Joint Venture Slump Reshape China's Auto Market

China's passenger vehicle market delivered mixed signals in the first three quarters of 2025, with traditional joint venture brands and unexpectedly some new energy leaders posting declining sales despite overall market growth. The divergence underscores intensifying competition and shifting consumer preferences in the world's largest auto

Midea Rebrands Subsidiary to Focus on Robotics Business Expansion

Midea has restructured its subsidiary, renaming Guangdong Midea Electric to Kuka Robot Automation (Guangdong), signaling a strategic shift toward robotics and automation. The business scope has been adjusted to prioritize industrial robot manufacturing and sales, intelligent robot R&D, and consumer service robot production. The wholly-owned subsidiary, established

Pop Mart Pivots From "Suboptimal" Pre-Order Frenzy To Sustainable Growth, Morgan Stanley Says

In a note that will likely raise eyebrows among momentum-chasing investors, Morgan Stanley analysts on October 30, 2025, highlighted a significant strategic shift at Chinese toy giant Pop Mart International Group. Following a blowout third quarter driven by a frenzy of pre-orders for its viral Labubu IP, the

China's Robot Wars: Domestic Champions Seize Market Share As Broader Automation Market Sputters

A detailed research note published by Goldman Sachs on October 30, 2025, offers a granular look into China’s fiercely competitive industrial automation and robotics landscape for the third quarter. The report, based on MIR sales data, is critical for investors as it not only quantifies the accelerating dominance of

Autonomous Delivery Vehicles, Robotrucks and Self-Driving Buses Compete for Commercial Viability in China

China's autonomous vehicle sector is experiencing a commercial breakthrough across three distinct segments, as companies transition from pilot programs to scaled deployment with record financing levels and falling unit costs driving adoption in delivery, freight and public transit applications. Neolix, a L4-level autonomous delivery vehicle solution provider,

XPeng to Unveil First Mass-Produced Robotaxi at November Tech Day

XPENG Motors has announced it will unveil its first mass-produced Robotaxi at its annual Tech Day event on November 5, 2025. The event, held at the company’s new headquarters in Guangzhou, signals a major strategic push into the autonomous ride-hailing sector. The confirmation came from Brian Gu,

Huawei's Upcoming Mate 80 Series Tipped to Feature New Color Options

Huawei is reportedly preparing to launch its Mate 80 flagship smartphone series, with industry leaks suggesting a refreshed color palette for its 2025 lineup. The new options appear to move beyond the company’s standard black and white variants, focusing on new metallic and iridescent finishes. According to the reports,

Huawei's Main EV Partner Seres Launches HK$13.2 Billion IPO Test

Seres Group, the primary manufacturing partner for Huawei's popular AITO electric vehicle brand, has launched a Hong Kong initial public offering to raise up to HK$ 13.18billion (US$ 1.69 billion), a move that will test international investor appetite for its partnership-driven model even as it

Tokyo Motor Show Highlights Japan's Cautious EV Shift as China's BYD Launches Offensive

The Tokyo Motor Show, traditionally a showcase for Japanese automotive prowess, has become a pivotal battleground for the future of electric mobility. While Japan’s legacy automakers are finally presenting a unified front with a wave of electric vehicle concepts, their cautious, blueprint-stage approach stands in stark contrast to

BYD Reports First Quarterly Profit Decline Since 2022 on Weakening Sales

BYD, China’s leading new energy vehicle (NEV) manufacturer, reported its first quarterly drop in profit and revenue since 2022, signaling mounting pressure from slowing sales and intense market competition. According to its third-quarter earnings report for 2025, the company’s net profit attributable to shareholders fell by 32.