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.

China’s EV Sector Hit by ‘Three-Month Curse’ as New Models See Rapid Sales Decay

The relentless pace of product launches in China’s electric vehicle market is creating a volatile "boom-and-bust" cycle in 2025, where high-profile models are struggling to sustain sales momentum beyond their first quarter. Despite billions in research and development spending, automakers are finding that new

China’s EV Battery Swapping Sector Sees 2025 Surge as CATL and Nio Accelerate Network Expansion

China's battery swapping industry has entered a "golden age" of rapid expansion in 2025, driven by surging electric vehicle (EV) demand and aggressive infrastructure rollouts. The sector is rapidly shifting from isolated pilot projects to a standardized, mass-market adoption phase, fundamentally reshaping the refueling ecosystem

Xiaomi Founder Lei Jun Defends YU7 Quality in Live Teardown as 2025 Deliveries Beat Targets

Xiaomi founder Lei Jun conducted a live public dismantling of the company’s YU7 SUV to address quality concerns, directly countering recent online criticism while simultaneously announcing that the electric vehicle maker significantly outperformed its delivery targets for 2025. During the broadcast on Saturday, Lei and Xiaomi engineers disassembled a

Global Automakers Pivot to Localized Tech to Reignite China EV Share in 2026

International automakers operating in China are undergoing a strategic pivot toward a "Joint Venture 2.0" model, deeply integrating local technology and supply chains to reverse a multi-year decline in market share. After a period of stagnation between 2024 and 2025, legacy brands are projecting 2026 as

China’s EV Winter Test Shows Surge in Reliability as Local Tech Buoys Foreign Brands

China’s new energy vehicles (NEVs) have demonstrated a significant leap in cold-weather resilience and mechanical reliability in 2025, dispelling lingering concerns over battery performance in extreme climates. Data from the latest comprehensive winter testing indicates that the technological maturity of the sector has largely stabilized, with critical component

Xiaomi Co-Founder Plans $2 Billion Share Sale, Testing Market Sentiment Amid EV Push

Xiaomi is facing renewed investor scrutiny following the announcement that co-founder and Vice Chairman Lin Bin intends to divest up to US$2 billion of his stake, a move that challenges the company's valuation momentum just as it navigates the capital-intensive electric vehicle sector. The disclosure

BYD Denies Plans to Enter Flying Car Market Amid Industry Rush

BYD has officially dismissed speculation that the world’s largest electric vehicle maker intends to launch a flying car, clarifying its strategic focus remains grounded in expanding its global footprint. Li Yunfei, General Manager of BYD’s Brand and Public Relations Division, issued a statement on Dec. 29 explicitly rejecting

Chinese EV Makers Diverge on AI Strategy: Mass-Producing Humanoids vs. Smarter Cars

As 2025 draws to a close, China’s electric vehicle manufacturers are facing a strategic bifurcation in their quest for a "second growth curve" beyond the hyper-competitive automotive market. Leading industry executives are divided on how to deploy embodied artificial intelligence (AI) in the coming year, creating

Li Auto Veterans Raise US$6.2 Million for KEPLO to Build ‘Model 3’ of Electric RVs

KEPLO, a smart recreational vehicle startup led by former executives from Li Auto, has secured RMB 45 million yuan (US$6.2 million) in angel funding to bring extended-range electric RVs to the North American market. The company aims to disrupt the traditional camping sector by leveraging China’s

China’s 2025 Auto Market: The Explosion of Large SUVs and a Brutal Price War

The year 2025 has marked a definitive turning point for China’s automotive sector, characterized by an explosive expansion in the market for large, three-row SUVs and a fierce pricing battle that has reshaped industry economics. As family demographics shift and electric vehicle technology matures, the "5326"

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