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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.

Great Wall Motor’s Overseas Sales Top China for First Time as Profit Slumps 61%

Revenue growth and a historic geographic sales shift cannot mask a RMB 38.72 billion (US$5.38 billion) profit shortfall driven by delayed overseas tax subsidies and currency headwinds—but strip out those one-offs, and Great Wall's operating engine looks largely intact. Great Wall Motor posted

ChinaBiz Briefing | Alibaba's AI Video Push, ByteDance's Office War, XPeng's Robotics Bet

China's technology and automotive sectors delivered a dense cluster of earnings, product launches, and capital raises on August 25 that collectively trace a single underlying shift: the competitive battleground is moving from consumer-facing growth to enterprise infrastructure, production systems, and physical AI. The day's headlines

Leapmotor's 60% Sales Surge Masks a Structural Profit Problem as China's EV Shakeout Accelerates

Leapmotor posted its strongest-ever half-year results on Aug. 24, but a forensic read of the financials reveals that its RMB 210 million (US$29.2 million) net profit rests almost entirely on carbon credit sales and government subsidies — not on selling cars. The headline numbers are unambiguous: 356,

XPeng’s EV Growth Hits a Supply Wall as Its Physical AI Bet Gains Momentum

XPeng posted a mixed second-quarter scorecard on Aug. 24, with consolidated gross margin holding above 20% for a second consecutive quarter — but a Q3 delivery guidance that missed Wall Street consensus by nearly 19% sent its U.S.-listed shares tumbling more than 7% to $11.33, the lowest

ChinaBiz Briefing | Tencent's AI Bet, Tesla's Doubao Switch, Unitree IPO Whiplash, RISC-V Milestones

China's technology sector delivered a dense set of signals on August 20 that collectively point to one underlying theme: the race to convert AI capability into durable commercial infrastructure is accelerating — and the costs of falling behind are becoming quantifiable. Tencent spent RMB 52.8 billion in a

Chinese Automakers Capture 8.9% of Europe — But Can They Make Money?

Chinese automakers now hold nearly 9% of the European market. The harder question is whether any of them are profitable. What Is Happening? In the first half of 2026, five Chinese automakers — BYD, SAIC, Chery, Geely, and Leapmotor — sold a combined 643,000 vehicles across the EU, EFTA member states,

Tesla Turns to ByteDance's Doubao as China Forces an AI Localization Pivot

Regulatory walls and a shrinking 4.9% market share forced Tesla to do what Elon Musk swore he never would: install a rival's large language model into his cars. Volcano Engine, the cloud and AI infrastructure arm of ByteDance, confirmed on August 19, 2026, that Tesla China'

Xiaomi's RMB 109B Quarter: Memory Squeezes Phones as EVs Gain Ground

Xiaomi Group returned to the RMB 100 billion revenue threshold in Q2 2026, yet a 42.6% year-on-year collapse in adjusted net profit lays bare the structural tension at the heart of China's most ambitious consumer-technology conglomerate: a memory-price supercycle is simultaneously squeezing its

Goldman Keeps Buy on CATL, Sees East-West Divide on China Battery Demand

Goldman Sachs published a follow-up note on August 17, 2026, summarizing investor feedback gathered over the past month following its initiation of coverage on China's battery sector. The bank's analysts — Nick Zheng, CFA, and Selina Yan of Goldman Sachs (Asia) — spoke with approximately 150 investors

ChinaBiz Briefing | Alibaba's 3B AI Downloads, Huawei's L3 Bet, Geely's Margin Play

China's technology and industrial sectors delivered a coordinated signal on August 17: the country's leading companies are no longer competing on cost alone — they are competing for structural position. From Alibaba's commanding grip on the global open-source AI ecosystem to Huawei's