CBI

Morgan Stanley has identified what it calls an unsustainable market disconnect pressuring Contemporary Amperex Technology, with auto analysts anticipating weak EV demand while materials analysts expect robust battery component pricing – a contradiction the bank argues cannot persist. In a research note published January 12, 2026, analysts Jack Lu, Kaylee Xu,

The European Union's newly published guidance on price undertaking applications marks a tactical shift in the bloc's approach to Chinese electric vehicle imports. Rather than simply enforcing punitive duties reaching 45.3%, Brussels now offers manufacturers an alternative compliance pathway through Minimum Import Price (MIP) commitments—

NIO's all-electric ES8 captured the large SUV segment crown in December 2025 with 22,258 deliveries—a 108% month-over-month surge that challenges prevailing market assumptions about premium pure-electric demand. The victory came amid intensifying competition from plug-in hybrid rivals and signals a structural

HarmonyOS Intelligent Driving, Huawei's automotive technology ecosystem, is preparing to launch over 17 vehicle models this year, including the Shangji Z7 sedan and Zhijie V9 MPV, as it aggressively expands its product portfolio. The strategy raises questions about whether the alliance's growing lineup will drive market