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.

CATL Makes First Nuclear Fusion Bet, Leading Seed Round in Beijing-Based Beta Fusion

Contemporary Amperex Technology (CATL), the world's largest EV battery manufacturer by installed capacity, has placed its first bet on nuclear fusion, leading a seed-round investment of several hundred million yuan in Beijing-based Beta Fusion (Beta Fusion), according to sources familiar with the matter — a strategic pivot

ChinaBiz Briefing | BYD Hikes ADAS Prices, MiniMax Slumps, HiDream Upends AI

Today's developments highlight a brutal recalibration across China's tech and auto sectors, driven by the gravitational pull of artificial intelligence. While agile startups are leveraging architectural breakthroughs to disrupt global AI rankings, the sheer compute demand of AI data centers is actively cannibalizing EV supply chains,

Memory Chip Costs Surge 180%, EV Price Wars Give Way to Industry Consolidation

BYD raises ADAS option price by RMB 2,100; Nvidia CEO warns shortage persists for years; smaller NEV players face accelerated market exit China's electric vehicle industry is confronting a structural inflection point: the same AI-driven technology that turbocharged autonomous driving development is now cannibalizing the memory

China's Auto Exporters Shift from Trade to Conquest as Domestic Market Implodes

BYD and Chery are rewriting the global automotive order in real time: China shipped 930,000 vehicles overseas in May 2026—a 68.7% year-on-year surge—as a catastrophic domestic demand contraction forces the country's automakers to treat exports not as a supplementary channel but as

ChinaBiz Briefing | Zero ICE in Top 10, BYD 2030 Ambition, Robotaxi Goes Global, XPeng’s AI Pivot

China’s mobility sector has crossed a structural point of no return. As internal combustion engine (ICE) vehicles entirely vanish from the country's top-10 best-seller list, domestic giants are aggressively exporting their software and hardware advantages. From BYD's 2030 global dominance pledge to Chinese

XPeng's He Xiaopeng Takes Robot CEO Role, Targets IRON Mass Production by End-2026

The chairman of one of China's leading electric vehicle makers is doubling down on humanoid robotics, personally seizing operational control of the unit and setting a hard deadline that signals XPeng is no longer content to be defined solely by its cars. In an internal letter dated June

Xpeng Leverages EV Algorithms to Enter Luxury Yacht Market Under 'Flying Fish' Project

Xpeng is pivoting its proprietary electric vehicle software to the marine sector, initiating a secretive luxury yacht development program dubbed "Flying Fish" to capture high-net-worth mobility markets. The strategic pivot, initiated in early 2026, marks the Chinese EV manufacturer's transition from terrestrial and aerial

China's Top-10 Best-Selling Cars Turn Fully Electric as ICE Models Exit the Rankings

In a milestone that no major automaker forecast arriving this soon, not a single internal combustion engine vehicle appeared in China's top-10 passenger car retail rankings for May 2026 — a complete sweep by new energy vehicles that took less than 150 days to materialize from a position

BYD Projects Global Sales Leadership by 2030 as Battery Ramp Takes Center Stage

BYD Chairman Wang Chuanfu used the company's 2025 annual general meeting on June 9 to project global sales leadership by 2030, even as first-quarter domestic deliveries collapsed nearly 50% year-on-year and net profit fell 55% to RMB 4.085 billion (US$567 million) — a combination

ChinaBiz Briefing | DeepSeek GW Pivot, Pentagon Lists Tech Giants, Xiaomi Breakthrough

Today's developments highlight a structural hardening of China's technology and industrial base amidst shifting global dynamics. From AI labs pivoting to proprietary infrastructure to robotics firms undercutting global rivals, Chinese tech is aggressively verticalizing to secure margins and supply chains. Meanwhile, broadening U.S. defense designations

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