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.

ChinaBiz Briefing | DJI conquers Japan, BYD targets kei cars, ByteDance reshapes the AI workplace

China's leading hardware and internet companies are pushing deeper into Japan and enterprise software—two markets long dominated by domestic incumbents and global platforms. DJI and BYD are testing whether product-led disruption can overcome Japan's brand loyalty, while ByteDance, Tencent and Alibaba are converging on

BYD Disrupts Japan's Kei Car Monopoly With $12,200 EV

BYD has officially breached Japan's heavily protected microcar market with the launch of its "Racco" electric vehicle, signaling a strategic escalation by China's top EV maker against Japanese legacy automakers on their home turf. Priced under 2 million yen (US$12,213) after taxes

ChinaBiz Briefing | Apollo Go Hits London, CATL Margin Squeeze, Xiaomi's Memory Edge

China's technology and industrial sectors delivered a cluster of strategically significant signals on Tuesday, spanning autonomous driving, battery economics, consumer robotics, and mobile memory. Taken together, the day's developments underscore a single through-line: Chinese companies are no longer competing on home turf alone — they are

China's EV Makers Face Margin Collapse as Battery Giants Capture the Value Chain

Automakers posted RMB 1,954 billion (US$271.4 billion) in industry profit in H1 2026—down 20% year-on-year—even as revenue grew, exposing a structural squeeze that is forcing vehicle manufacturers to rethink their entire supply chain posture. The headline numbers from China's Passenger Car

CATL’s Nvidia Moment: How China’s Battery Giant Is Trading Margins for Ecosystem Control

Contemporary Amperex Technology (CATL) delivered record first-half revenue of RMB 276.9 billion (US$38.5 billion) on July 25, yet a deliberate margin sacrifice to protect downstream market share reveals a strategic anxiety strikingly similar to the one Nvidia navigates in the AI chip arena. CATL reported H1

ChinaBiz Briefing | Alibaba's 20x CXMT Gain, Kimi K3 Goes Open-Source, China AC Exports Surge

China's technology and industrial sectors delivered a dense slate of signals on July 28, with Alibaba crystallizing a landmark return on its semiconductor bet, Moonshot AI releasing its most powerful open-weight model yet, and a record European heat wave rewriting the growth calculus for China's

China's Auto Industry Endgame: Fewer Groups, More Brands

What Is Actually Happening in China's Auto Market Consolidation? China's auto industry is not simply shrinking — it is restructuring. The widely asked question, "how many carmakers will survive?", frames the issue incorrectly. The more precise question is: how many groups will survive, and how

NIO, Xiaomi and Chery Race to Lock In China’s DRAM Supply

NIO, Xiaomi, and Chery each spent RMB 158 million (US$21.9 million) not to own a piece of China's hottest IPO — but to secure a guaranteed seat at the DRAM supply table before the next memory crunch hits. Changxin Memory Technologies (CXMT) made a seismic debut on

ChinaBiz Briefing | CXMT Debut, CATL's 587Ah Cell, Tencent AI Overhaul, AgiBot IPO Push

China's technology and capital markets delivered a dense cluster of structural signals on July 27 — spanning memory, batteries, AI, robotics, and semiconductors. Taken together, the day's developments illustrate a common theme: Chinese technology companies are no longer merely benefiting from policy tailwinds. They are demonstrating commercial

ChinaBiz Briefing | Geely-Ford Valencia Deal, CXMT IPO, CAS Space Milestone

China's technology and industrial complex delivered a dense set of signals on Thursday: a Chinese automaker rewrote the European manufacturing playbook, the country's dominant DRAM maker prepared for a landmark stock market debut, a commercial rocket company crossed a key operational threshold, and a brutally honest

Subscribe to ChinaBiz Insider