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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.

NIO Outsells Mercedes, BMW and Audi in China for First Time

NIO surpassed all three German luxury automakers in China's retail market during the third quarter of 2026, marking the first time a domestic electric-vehicle brand has simultaneously outsold Mercedes-Benz, BMW and Audi in a single quarter, according to Wilson Terminal sales data cited by NIO co-

China's Automakers Take Battery Control—Beyond the Headlines

China's electric vehicle makers are engineering a fundamental power shift in the world's largest auto market—wresting control of battery technology from suppliers in a movement that threatens to redraw the economics of a supply chain worth hundreds of billions of yuan, yet the "self-

China's 8.2M Auto Exports Squeeze Out Middlemen

Roll-on/roll-off vessel shortages, freight rate surges, and margin compression are reshaping the distribution layer of China's $100-billion auto export machine China's vehicle export machine is on course to shatter the 10-million-unit barrier in 2026, but the record-breaking growth is

ChinaBiz Briefing | XPeng’s EV Tech Pivot, CXMT’s Chip Breakthrough, and Robotics Reality Check

Today’s developments highlight a pragmatic shift across China’s technology landscape, prioritizing structural innovation and high-margin commercialization over pure hardware volume. From XPeng exporting its EV architecture to global automakers, to memory maker CXMT engineering around US sanctions, and robotics startups pivoting to software subscriptions amid a funding

Velotric Secures $27.8M as Aging US Cyclists Drive E-Bike Profitability

Chinese e-bike manufacturer Velotric has secured a RMB 200 million (US$27.78 million) Series C funding round led by China Life Equity Investment, signaling a structural shift in cross-border hardware strategies from aggressive price wars to demographic-targeted premiumization. The capital injection arrives as Velotric captures the

XPeng's Paris Pivot: China's EV Tech Licensing Model Faces Its First Real Commercial Test

As XPeng Motors opens its full technology stack to global partners, the company is betting that software margins—not vehicle sales—will define the next chapter of Chinese EV competitiveness. XPeng used the Paris Motor Show on October 14 to announce the broadest technology licensing offer yet from a Chinese

ChinaBiz Briefing | Tencent’s AI Debt Binge, Apple Taps Local Proxies, and Geely’s EV Hedge

Today’s developments highlight the escalating infrastructural and geopolitical costs of the global AI race. From Tencent leveraging multi-decade debt to fund massive GPU clusters, to Apple compromising on local partnerships to secure Chinese market access, tech giants are aggressively recalibrating their balance sheets and ecosystems. Meanwhile, pragmatic hedging

Geely Outpaces Rivals in 2026 Auto Slump Through Strategic Hedging

Geely Automobile Holdings Ltd. is defying China's 2026 automotive market stagnation by leveraging a disciplined hedging strategy across powertrains, global expansion, and charging infrastructure. While industry giants BYD Co. and SAIC Motor Corp. posted year-over-year volume declines in the first nine months of 2026, Geely managed

ChinaBiz Briefing | Huawei’s Chip Pivot, EV Tariffs, and the Robotics Reality Check

Today’s developments highlight a structural maturation across China’s tech and industrial sectors as companies pivot from laboratory milestones to commercial viability. Facing geopolitical constraints and tightening global trade barriers, Chinese giants are rewriting their playbooks—whether through Huawei’s novel chip architecture bypassing US curbs, or EV makers

CATL Targets China’s Heavy-Truck Battery-Swap Market

CATL's RMB 2.556 billion acquisition of Qiyuan Xindong Power signals a decisive consolidation in a sector where EV penetration has already hit 36.6%, putting the industry on course to surpass 50% within 24 months. The Chinese heavy-truck battery-swap sector is undergoing a structural power