Topic

EV

In-depth analysis of China’s electric vehicle industry, including EV makers, batteries, pricing competition, and policy support. This section tracks profitability challenges, technology shifts, and structural changes shaping the world’s largest EV market.

Why SERES Stock Has Fallen Two-Thirds Despite Record EV Sales

What the collapse in SERES Group's share price reveals about the structural economics of China's premium EV market What Is SERES, and Why Does Its Stock Decline Matter? SERES Group is a Chongqing-based automaker best known as the manufacturing partner behind the AITO brand of

Why Chinese Smart Cars Struggle Abroad: The Localization Gap Explained

What Is the Problem? China's automakers have spent the past decade building some of the world's most feature-rich smart vehicles — cars with large touchscreens, AI voice assistants, over-the-air (OTA) software updates, and advanced driver-assistance systems (ADAS). Yet as these vehicles enter overseas

Chery's Global Gamble: Overseas Exports Explode 70% Even as China Home Market Implodes

Chery Automobile is running two businesses inside one nameplate — a booming export machine shipping more than 200,000 units a month and a domestic operation hemorrhaging market share at a pace that should alarm its 3,000-plus dealer network. First-half 2026 data released this week crystallizes the split:

China's Battery Makers Tighten Global Stranglehold as Korean Rivals Hemorrhage Share

Seven Chinese firms now command 72.4% of worldwide EV battery installations in H1 2026, with CATL alone approaching 40% — a structural shift that is rendering Korean competitors strategically marginal. Global EV battery installations reached 608.5 gigawatt-hours in the first half of 2026, a 20% year-on-year

ChinaBiz Briefing | DeepSeek Reprices AI, CXMT Rebuffs Apple, China Robots Go Global

China's technology sector delivered five high-signal stories on August 6 that collectively point to a single structural shift: the balance of power in critical technology supply chains is being redrawn, and Chinese companies are increasingly setting the terms. From AI pricing to semiconductor supply to humanoid robotics,

Li Auto’s Live Teardown Gamble: Three Months of Sales Declines Expose Cracks in Its EV Strategy

Li Auto is dismantling vehicles on camera to prove its worth — a dramatic signal that China's once-fastest-growing premium EV brand is fighting to reclaim consumer confidence as its sales advantage erodes and its full-year target slips further out of reach. On August 4, 2026, Li

ChinaBiz Briefing | DeepSeek's $69B Round, Leapmotor's 100K Milestone, and the Cost-Curve Economy

China's technology and mobility sectors delivered a unified message on August 5: scale and cost discipline now define competitive advantage more decisively than brand narrative or first-mover positioning. From DeepSeek relaunching a mega-round at a $69 billion valuation to Leapmotor rewriting the EV startup hierarchy, and

The Leapmotor Moment: How Scale and Cost Are Reshaping China’s EV War

Leapmotor delivered 101,267 vehicles in July 2026, becoming the first Chinese new-energy vehicle startup in the industry's 12-year history to breach the 100,000-unit monthly threshold—a milestone that simultaneously renders the old "NIO-Xpeng-Li" power hierarchy obsolete. The July figure,

China's Automakers Launch Branded Batteries, Reshaping EV Supply Chain Beyond CATL's Shadow

Xiaomi, Li Auto and Huawei's Aito are deploying proprietary battery systems with full-stack process control, directly challenging the "Intel Inside" dominance of Contemporary Amperex Technology (CATL) and forcing second-tier cell makers into an ODM-style subordinate role. The shift crystallized on July 30, 2026,

ChinaBiz Briefing | China's AI Office War, Huawei Foldables, Honor Robot Phone, DJI E-Bike Spinoffs

China's technology sector is undergoing simultaneous structural transitions across AI, hardware, and consumer markets — and the week of August 4, 2026 crystallizes each of them. Three tech giants are dismantling their AI organizational charts in real time. The startup cohort that once defined China's AI ambition

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