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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.

Seres’ 60% Stock Rout: Can the Huawei-Backed EV Maker Stand Alone?

Seres Group's A-share stock has shed more than 60% from its September 2025 peak, exposing a structural tension between surging revenue and collapsing core profitability—raising urgent questions about whether the automaker can sustain its premium valuation without Huawei exclusivity. Shares of Seres hit a fresh 60-

CATL’s 30MWh Sodium Battery System Signals Industry Shift — But Killer Apps Remain Elusive

Contemporary Amperex Technology (CATL) has unveiled a sodium-ion energy storage system that clears every technical benchmark critics once used to dismiss the chemistry — yet the path to mass-market adoption still hinges on a single, elusive variable: a breakout application that resets industry expectations the way Tesla's

ChinaBiz Briefing | Unitree's $4,150 Robot, Beijing's AI Trillion, MiniMax Meltdown

China's technology and capital markets are moving in two speeds simultaneously: the supply side is breaking cost barriers and benchmark records at a pace that outstrips Western expectations, while the demand side — and the companies caught between the two — is forcing a painful repricing of ambition. From Unitree&

J.P. Morgan’s Europe Auto Warning: China’s OEMs are coming for 20% Market Share

J.P. Morgan's European equity research team published its key takeaways on June 24, 2026, following the bank's 14th annual European Automotive Conference held June 1-2 in London. With more than 30 companies participating — roughly 35% of them from Asia — the event served as a

Li Auto's Revenue Craters as Li Xiang Doubles Down on Embodied AI Pivot

Li Auto is burning through its profitability cushion to fund a decade-long bet on embodied artificial intelligence — and the market has yet to validate the wager. The company's first-quarter 2026 financial results laid bare the severity of the divergence between strategic ambition and commercial reality: revenue

ChinaBiz Briefing | Doubao Monetizes, CATL Goes Sodium, Unitree enters Japan

China's tech and industrial sectors delivered a concentrated set of signals on June 24: ByteDance moved Doubao from a free service to a paid platform, CATL unveiled its first commercial sodium-ion storage system, Morgan Stanley sharply upgraded its China humanoid forecast, and Unitree opened Japan through a

CATL’s TENER Marks Sodium-Ion Storage Breakthrough

Contemporary Amperex Technology (CATL), the world's largest battery maker, unveiled its TENER sodium-ion energy storage system at a product launch event in Munich, Germany on June 22, positioning the technology for its first large-scale commercial deployment and signaling a potential hedge against lithium price volatility for

ChinaBiz Briefing | Alibaba vs ByteDance AI Video Battle, Compute Crunch, and CATL's UK Debut

China's tech and industrial sectors delivered a dense set of signals on June 23: Alibaba and ByteDance traded blows in AI video generation, the structural cost crisis inside China's AI model industry came into sharper focus, CATL extended its battery infrastructure ambitions into the UK, XPeng

Chinese EV Brands Capture 12% Share in Norway's Near-Total Electric Market

Norway registered 15,560 new vehicles in May 2026, a 9.1% year-on-year increase that marked the country's strongest May performance in four decades. Behind that headline figure lies a more nuanced picture: cumulative registrations for the first five months of the year stood at 53,

XPENG's MONA L03 SUV Signals a Strategic Pivot: From Cost Cutter to Supply Chain Architect

XPeng is preparing to launch the MONA L03, a compact SUV that marks a decisive shift in the automaker's supply chain strategy—from squeezing maximum value out of domestic partners to actively reshaping who sits at the table. The official naming of the MONA L03 was confirmed by