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.

Li Auto Bets RMB 2.65 Billion on Battery Independence, Reshaping Its CATL Dependency

Li Auto is executing a calculated pivot away from commodity battery procurement, investing RMB 2.65 billion (US$368 million) into Sunwoda EVB while simultaneously rolling out proprietary 5C battery technology across its entire vehicle lineup — a dual move that signals the company is building industrial-grade supply chain control,

ChinaBiz Briefing | DeepSeek's $2.56B Huawei Bet, Alibaba's Driving AI, China Autos Go Global

China's tech and industrial sectors delivered a cluster of signals on September 7 that collectively point in one direction: the country's leading companies are no longer playing catch-up — they are building independent infrastructure, staking out global market share, and competing for platform dominance in the

Chinese Automakers Seize 7.6% Global Share as Overseas EV Sales Surge 62% in Seven Months

Chinese domestic brands sold 2.94 million vehicles in trackable overseas markets in the first seven months of 2026, a 62% year-on-year jump that signals the industry's pivot from opportunistic exports to systematic global market construction — and is compressing margins for Japanese rivals from Oceania to

China's EV Industry Has Won the Battery War. Now the Real Fight Begins.

For years, the defining question in China's electric vehicle market was simple: how far can it go, and how fast can it charge? Battery range and charging speed were the headline metrics, the centerpiece of every launch event, the first thing consumers asked about. That question has largely

China's Auto Sector Posts Worst H1 Earnings in Years as Nine of 16 Carmakers Bleed Red

Cost Inflation, Currency Swings and Product-Cycle Write-Downs Crush Margins Across the Board; Only Geely Delivers Clean Profit Growth China's automotive industry recorded its most broadly painful first-half earnings season in recent memory, with nine of 16 publicly listed carmakers reporting net losses, total industry sales

BofA Cuts NIO Price Target as Q2 Earnings Miss on Rising Costs, Margins Under Pressure

NIO missed second-quarter 2026 earnings expectations due to higher-than-anticipated operating expenses and non-operating losses, prompting Bank of America Securities to slash its price target on the Chinese electric vehicle maker, according to a newly published analyst note. The bank maintained its Neutral rating on the stock

ChinaBiz Briefing | NIO Earnings Rout, BYD-CATL Charging War, Alibaba's AI Payback Clock

China's technology and capital markets delivered a dense set of signals on September 2, 2026 — and most of them point in the same direction: the era of growth-at-any-cost is over, replaced by a harder-edged scrutiny of unit economics, monetization timelines, and structural moats. NIO&

BYD and CATL Race to Lock Up China's EV Charging Grid Before the Window Closes

China's two largest new-energy vehicle and battery companies are spending aggressively to build rival charging and battery-swap networks, betting that whoever controls the energy infrastructure will dictate the next phase of EV market-share gains at the expense of internal-combustion holdouts. BYD crossed 10,000

NIO’s H1 Revenue Jumps 86% as Investors Question the Cost of Profitability

Shares of the Chinese EV maker tumbled to a 52-week low on earnings day, exposing a market verdict that strong headline numbers alone cannot paper over eroding R&D investment, rising per-unit costs, and an unproven three-brand expansion. NIO reported first-half 2026 results on September

ChinaBiz Briefing | Huawei's Record Revenue, China AI Capex Surge, EV Deliveries Reset

China's technology sector delivered a dense slate of results and market data on September 1, painting a consistent picture: companies across AI, autonomous driving, and electric vehicles are prioritizing long-cycle investment over near-term profitability — and the capital commitments are accelerating, not moderating. From Huawei's

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