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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 FAW Group to Acquire 5% Stake in EV Maker Leapmotor for RMB 3.7 Billion

China FAW Group has agreed to acquire a 5% stake in electric vehicle manufacturer Zhejiang Leapmotor Technology for RMB 3.74 billion (US$518 million), marking a significant capital alliance between one of China’s oldest state-owned automakers and a leading new-energy startup. Under the terms of the

China Battery Output Set for Sharp Correction in Early 2026 as EV Subsidies Fade

China’s lithium battery industry faces a significant contraction in production entering early 2026, driven by a pronounced slowdown in electric vehicle (EV) demand following a fourth-quarter cooling in 2025. Manufacturers are expected to slash output schedules and extend holiday shutdowns to manage inventory levels as the sector enters

Changan’s EV Unit Deepal Secures $844 Million Lifeline as Losses Mount

Deepal Automobile Technology Co., Ltd., the electric vehicle subsidiary of Changan Automobile, has secured a significant capital injection to bolster its balance sheet. However, the funding arrives as the automaker grapples with persistent insolvency, widening financial gaps, and missed sales targets in a hyper-competitive market. The company announced on

XPeng CEO: After Turning the Tide, the Pain Remains

In late December 2025, China Entrepreneur Magazine published an in-depth interview with He Xiaopeng, chairman and chief executive officer of XPeng. Released on December 29, the interview offers a rare, candid look at XPeng’s strategic transformation, technological bets and organisational overhaul following a dramatic rebound in performance this

Li Auto Exposed 2026 Roadmap Highlights Flagship i9 SUV and Expanded Pure Electric Lineup

A leading Chinese new energy vehicle manufacturer is reportedly set to accelerate its transition into the battery electric market by introducing a comprehensive lineup of new models in 2026, headlined by a premium flagship SUV designed to compete in the high-end luxury segment. According to a report by Chinese

NIO’s 2025 Turnaround: Delivery Surge Puts Profitability Within Reach

NIO has engineered a sharp turnaround in late 2025, overcoming early-year market skepticism through a combination of aggressive organizational restructuring and the successful launch of high-volume vehicle models. The Chinese electric vehicle maker has rapidly accelerated its delivery pace, positioning itself to challenge profitability targets that previously appeared

Global Markets Become Main Battlefield for Chinese Automakers as Exports Surge

Chinese automakers are pivoting aggressively to international markets, with overseas sales becoming a primary driver of revenue amid saturating domestic demand. This strategic migration is reshaping the global automotive landscape as major players accelerate local production capabilities to bypass trade barriers and capture higher margins. In the first 11 months

China’s Domestic Auto Brands Are Overtaking Foreign Luxury Carmakers

Chinese automakers have successfully dismantled the stronghold of traditional European luxury brands in the premium vehicle segment, fundamentally altering the competitive landscape of the world’s largest auto market. Domestic manufacturers have eroded the market share of legacy giants, forcing a structural shift in pricing power and consumer preference. In

Ten Key Events Witnessing China's Auto Industry Transformation in 2025

In a year defined by profound transformation, the Chinese automotive sector has navigated 2025 with a clear focus on "stabilizing volume and improving quality." The following report, originally published by NBD Automotive, was released on December 24, 2025. It details the accelerating restructuring of the global industry landscape

China’s Autonomous Driving Market Bifurcates as Regulatory Frameworks Redefine Liability in 2026

In 2026, China's autonomous driving sector is moving away from a uniform development trajectory into three distinct strategic pathways defined by Levels 2, 3, and 4. Following a period of regulatory calibration in 2025—which saw the commoditization of driver-assistance systems—the market is shifting focus from