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 Its Flagship Revival on AI Horsepower as Competition Intensifies

Li Auto launched the redesigned L9 flagship SUV on Thursday afternoon, staking its product-line recovery — and arguably its stock re-rating — on a vehicle priced up to RMB 559,800 (US$77,750) that the company's own chief executive has called "the starting point of embodied-

ChinaBiz Briefing: Alibaba's 95% Profit Wipeout, Tencent's AI Firewall, and China's EV Triumvirate

Today's developments expose the stark financial realities of China's artificial intelligence arms race and the maturing aggression of its electric vehicle sector. Tech giants are reallocating capital aggressively toward generative AI investments, resulting in drastically divergent market reactions. Simultaneously, China's leading EV makers are

China's EV Triumvirate Storms the Premium SUV Segment With Back-to-Back Flagship Launches

Three vehicles. Twelve days. A direct challenge to global luxury incumbents. In an unprecedented show of force, NIO, Xpeng, and Li Auto — China's three most closely watched pure-play EV makers — are launching their respective flagship six-seat SUVs in rapid succession across the final two weeks of

ChinaBiz Briefing: Pop Mart Cools in the US, Chinese Robots Win Japan, JD.com Profit Concerns Grow

China’s consumer, robotics, and EV sectors are entering a more uneven phase. Pop Mart’s domestic momentum remains strong despite cooling US demand, Chinese humanoid robot makers are landing major Japanese partnerships, Morgan Stanley is warning of intensifying EV homogenization, and JD.com’s return to operating profit is

Huawei-GAC EV Venture Qijing Auto Raises Over RMB 1 Billion From CATL and Bosch

Qijing Auto, the premium electric vehicle brand co-developed by GAC Group and Huawei Technologies, secured a capital injection exceeding RMB 1 billion (US$144.9 million) from a consortium including battery giant CATL and global auto parts supplier Robert Bosch GmbH, signaling a strategic shift toward equity-backed supply

Li Xiang Positions Li Auto's In-House Chip Push as AI Infrastructure Play, Not a Vanity Project

The debut of Li Auto's Mach M100 chip — delivering claimed single-chip performance roughly three times that of Nvidia's Thor-U — signals the company's pivot from smart-car maker to vertically integrated AI hardware platform, a strategic bet that carries both competitive upside and

Morgan Stanley Cuts China EV Targets as Homogenization Looms, Bets on AI and Exports

Morgan Stanley's Asia autos team, led by analyst Tim Hsiao, published a sweeping sector reassessment on May 11, 2026, slashing price targets across China's major electric vehicle makers while simultaneously lifting its full-year export growth forecast to 33% year-over-year. The report arrives at

ChinaBiz Briefing: XPeng’s Mass-Market Push, Kuaishou’s $20B AI Bet, Li Auto’s L9 Moment

China’s tech and EV sectors are shifting from hype-driven competition to execution-focused growth. On May 12, the market spotlight fell on three themes: AI assets commanding premium valuations, EV makers targeting practical consumer demand, and intensifying pressure on brands to prove they can scale profitably. XPeng Shifts

Li Auto's L9 Relaunch: Make or Break

Morgan Stanley issued a research note on Li Auto on May 11, 2026, framing the imminent launch of the 2026 L9 as the most consequential product event the company has faced in years. With the stock trading near its 52-week low and profitability under pressure, the bank's

Chinese EVs Crack the Premium Code with Record High-End Sales

China's electric vehicle market reached a significant milestone in April 2026, with pure electric vehicles maintaining strong momentum even as overall automotive sales weakened. While total passenger vehicle retail sales fell to 1.4 million units, pure EV sales held steady at 579,000 units, lifting market penetration

Subscribe to ChinaBiz Insider