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.

Chery's L4-First Gambit: Reverse Engineering Autonomous Tech Into Mass-Market Economics

Chery Automobile declared itself an AI company this week, skipping the incremental playbook most legacy automakers follow. The Wuhu-based manufacturer announced plans to deploy L4 Robotaxi technology into consumer vehicles by 2026, leveraging 6.8 million connected cars that generate 23 million high-value data clips—a fleet-scale

Huawei Qiankun's 3-Million-Unit Target Exposes Automotive Power Shift: OEMs Surrender User Control

Huawei's automotive ambitions have moved beyond component supply into territory that fundamentally challenges the traditional automaker business model. The company's Intelligent Automotive Solution BU delivered 31.68 million parts across 976,000 vehicles in 2025, but the 2026 target of 3 million ADS-equipped vehicles masks

BYD's Pure-EV Crown Masks Deeper Profitability Test as Domestic Momentum Stalls

BYD's ascent to the world's largest pure electric vehicle seller in 2025—delivering 2.25 million battery-only units to dethrone Tesla—marks a symbolic shift in automotive power dynamics. Yet this milestone arrives amid a contradictory reality: the Shenzhen-based automaker recorded consecutive year-on-

BYD Captures Five Spots as Xiaomi SU7 Slides to Seventh in China's December NEV Sedan Rankings

China's new energy sedan market closed 2025 with a revealing split: dominant players like BYD and Tesla expanded their leads while mid-tier contenders buckled under upgrade cycles and intensifying price competition. BYD secured five positions in December's top-ten sedan rankings, with its Qin PLUS

NIO Establishes AI Committee, Eyes Profitability as Part of 2026 Strategic Push

NIO is ramping up artificial intelligence investments across its entire business operations while targeting 40-50% sales growth this year, according to a Chinese media report detailing the company's latest internal strategy. According to Lei Feng Wang's report published on January 14, 2026, NIO founder and

JPMorgan Warns China Auto Sector Faces "Slow Start" to 2026 as Sentiment Index Flags Weakening Demand

JPMorgan's Asia Pacific auto research team has fired a warning shot across the bow of China's beleaguered automotive sector, cautioning that a sluggish first quarter threatens to dampen what many had hoped would be a recovery year for the world's largest car market. In

Xiaomi SU7's Resale Value Plunges 20% as Brand Confidence Overrides Product Cycle in China's EV Secondary Market

Three months after being hailed as a "wealth management product on wheels," Xiaomi's flagship SU7 sedan now trades at discounts reaching 62,000 yuan ($8,600) below original pricing in Chengdu's secondary markets—a depreciation curve steeper than typical new model releases would justify.

Leapmotor's Dual Gambit: Vertical Integration Meets Premium Pivot After Million-Unit Milestone

Leapmotor's decade-long journey from a security equipment spinoff to a near-600,000-unit annual seller has culminated in an audacious proclamation: 4 million units within ten years. Yet founder Zhu Jiangming's ambition to transform the Chinese EV upstart into a "world-class automaker&

China-EU EV Price Undertaking Framework Reshapes Competitive Landscape for BYD, SAIC, and Emerging Exporters

Two years of trade friction between China and the European Union over electric vehicle exports reached a turning point January 12, when both parties agreed to implement a price commitment mechanism that suspends punitive tariffs while establishing minimum pricing thresholds. The arrangement preserves market access for Chinese manufacturers while fundamentally

Morgan Stanley Sees "Irrational" Disconnect in CATL Market Positioning Amid Conflicting Demand Signals

Morgan Stanley has identified what it calls an unsustainable market disconnect pressuring Contemporary Amperex Technology, with auto analysts anticipating weak EV demand while materials analysts expect robust battery component pricing – a contradiction the bank argues cannot persist. In a research note published January 12, 2026, analysts Jack Lu, Kaylee Xu,

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