EV

Chinese electric vehicle brands are mounting a sustained challenge to Japanese automakers' decades-long dominance in Southeast Asia, eroding market share across the region's six major economies and forcing a structural reassessment of one of Japan's last remaining automotive bastions outside its home market. Japanese

XPeng has launched its second-generation Vision-Language-Action autonomous driving system, marking what the Chinese electric vehicle maker describes as its first decisive step toward full Level 4 self-driving capability — a technological leap that could reshape its revenue model, accelerate overseas expansion, and position the company as a

China's electric vehicle market hit a seasonal low in February 2026, with all ten major automakers reporting month-on-month declines amid post-holiday production disruptions and fading policy tailwinds — but the data masks a deeper structural shift that could reshape the competitive landscape for the rest of

XPeng is set to unveil its second-generation Vision-Language-Action model on March 2, positioning the technology not merely as an incremental upgrade to its autonomous driving stack but as what the company calls the world's first mass-production-grade physical world large model — a distinction that

NIO has quietly crossed a threshold that few in the electric vehicle industry believed it would ever reach: one billion battery swaps completed across its national network. The milestone, achieved after a decade of capital-intensive infrastructure buildout, is forcing a reassessment of a strategy that was once widely dismissed

Chinese automakers SAIC Motor and BYD both outsold Tesla in Europe in January 2026, marking a significant milestone in the ongoing realignment of the continent's electric vehicle market — even as overall new car registrations declined and hybrid vehicles emerged as the dominant powertrain technology. The data underscores a

Goldman Sachs published its China New Energy Vehicle Weekly Chartbook for Week 8 of 2026 on February 25, with data covering the period of February 16–22. The timing makes the report particularly instructive — and, for the uninitiated, potentially alarming. Orders across key NEV brands collapsed 77% year-on-year

In a research note published February 25, 2026, HSBC's China autos team laid out a carefully calibrated case for cautious optimism in the country's electric vehicle sector — one where pricing discipline is finally beginning to take hold, autonomous driving is transitioning from lab to road, and

China's automakers are reshaping the European automotive landscape with a technology that the continent's own manufacturers largely abandoned — plug-in hybrid electric vehicles. As Chinese brands collectively posted 80% sales growth in Europe in January 2026, capturing a 7.4% market share, the reversal of fortunes