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.

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

Alibaba, NIO and BYD Respond to Pentagon Military List Expansion

The U.S. Department of Defense's June 8 update to its Section 1260H Chinese Military Company (CMC) List marks a strategic inflection point: Washington is no longer targeting discrete defense contractors but systematically reclassifying China's civilian technology stack — from cloud computing and electric vehicles to biotech

China Auto Market Slumps in May as Fuel Vehicles Fall 40%, Exports Offset Weakness

China's passenger car retail sales fell 22.1% year-on-year in May 2026 to 1.51 million units, with the domestic market showing broad-based deterioration even as a surge in exports prevented a deeper decline, according to data from the China Passenger Car Association. The sequential

From Mutual Respect to Rivalry: NIO and Li Auto Clash as Earnings Trajectories Diverge

A deleted road-test video has reignited a long-simmering rivalry between China's two leading premium EV makers — exposing not just dueling suspension philosophies, but a stark divergence in financial health that now defines their competitive postures heading into a deteriorating market. The dispute erupted publicly on June

ChinaBiz Briefing | Moonshot's $30B Valuation, EV Price Hikes, and the $1,400 Humanoid Robot

Today's developments highlight a structural maturation across China's tech and manufacturing sectors. While surging upstream costs are forcing an abrupt end to the domestic EV price war, the same automotive supply chain is driving unprecedented price collapses in advanced robotics. Simultaneously, Chinese AI models are moving

China's EV Price War Reverses as Soaring Supply Costs Crush Margins

Nearly 20 electric vehicle models have raised prices since March 2026, ending a three-year deflationary spiral — but the shift exposes how badly the industry's profit engine has broken down. The abrupt reversal of China's EV price war is less a sign of industry confidence than

ChinaBiz Briefing | Huawei AI, Baidu's Profit Squeeze, and Chinese EVs in Europe

Today's developments highlight a brutal transition toward profitability and structural maturity across China's tech and auto sectors. From Baidu trading near-term profits for AI infrastructure dominance to the collapse of a US$13.9 billion food-delivery subsidy war, companies are being forced to abandon

Chinese Automakers Reach 6.8% Share in Europe as Profit Battle Begins

HSBC research finds Chinese OEMs have doubled their European market share in 12 months while largely holding price, exposing a structural vulnerability in incumbent strategies built around volume defense rather than margin protection. Chinese automakers have captured approximately 6.8% of the European passenger car market as of April 2026

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