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.

Voyah Auto Secures Final Regulatory Approval for Hong Kong IPO

Voyah Auto has obtained in-principle approval from the Hong Kong Stock Exchange for its initial public offering, completing all prerequisite regulatory processes for listing, the company announced February 12. The state-owned enterprise's new energy vehicle brand is set to formally debut on the exchange, having completed

Huawei's Yu Chengdong Sets Ambitious Target: 100 Million More AITO Vehicles in Two Years

Huawei executive Yu Chengdong announced plans to sell an additional 1 million AITO vehicles over the next two years, doubling the brand's cumulative sales to 2 million units, a target that would require significant production capacity expansion and product lineup diversification. Speaking at the AITO M9 Starlight Night

NIO CEO William Li Outlines Path to Sustained Profitability and R&D Efficiency in 2026 Outlook

On February 9, 2026, NIO held an internal all-hands meeting where founder, chairman, and CEO William Li reviewed the company’s performance in 2025 and shared strategic objectives for 2026. According to a report by LatePost Auto, the meeting highlighted NIO’s transition into a "new harvest period&

China EV Earnings Season: Morgan Stanley Sees Solid 4Q25 Prints, But Warns Market Focus Is Already Shifting to 2026 Demand Risks

A new Morgan Stanley report published on February 9, 2026, offers a measured preview of China’s electric vehicle earnings season, arguing that while fourth-quarter results across major EV makers are likely to meet already-lowered expectations, investor attention is rapidly shifting toward demand risks and margin sustainability in

NIO Recalls 240,000 Vehicles Over Software Glitch Causing Screen Blackouts

NIO has initiated a recall of more than 240,000 electric vehicles in China to address a software defect that could cause display screens to go blank, posing potential safety risks. The action affects a total of 246,229 vehicles produced between March 16, 2018, and January 16, 2023. The

J.P. Morgan Downgrades China Auto Sector Outlook, Cuts Li Auto to Underweight on Earnings Risk

J.P. Morgan's Asia-Pacific auto research team has issued a cautious outlook for China's automotive sector in 2026, warning of a repeat of 2018's downturn combined with 2025's volatility, while downgrading Li Auto to Underweight amid mounting competitive pressures. In a

Li Auto's "L9" Flagship SUV: Deutsche Bank Sees Volume Play Over Profitability as EV Maker Races Toward Autonomous Future

Deutsche Bank has issued a comprehensive analysis of Li Auto's upcoming next-generation flagship SUV, maintaining its Buy rating while slashing the price target to HKD 100 from previous levels—a move that underscores both the promise and peril facing China's premium electric vehicle manufacturers as

Xiaomi's YU7 GT Performance SUV Targets Tesla and Porsche with 1,004 Horsepower

Xiaomi's upcoming high-performance electric SUV, the YU7 GT, has received regulatory approval in China, positioning the automaker to challenge Tesla Inc.'s Model Y Performance and Porsche AG's Cayenne Turbo GT in the premium performance segment. The vehicle, expected to be priced between 400,

Mercedes-Benz Cuts List Prices by 10% as Sales in China Plunge 19%

Mercedes-Benz has reduced manufacturer's suggested retail prices for select models by approximately 10% in China, marking a significant policy shift as the German luxury carmaker grapples with mounting dealer inventory pressures and a sharp sales decline in the world's largest auto market. The price adjustments,

Li Auto CEO Unveils Next-Generation L9 SUV with Premium Livis Variant at $78,000

Li Auto is set to launch its next-generation L9 SUV in the second quarter of 2026, with CEO Li Xiang announcing a premium Livis variant priced at 559,800 yuan ($78,000) that features groundbreaking technology including the world's first fully active 800V suspension system under 600,

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