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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.

Li Auto's Chip Unit Eyes RMB 15 Billion Valuation in Spinout That Redefines China's Auto-Silicon Race

Li Auto is carving its in-house chip operation into a standalone company seeking external capital at a pre-money valuation of RMB 15 billion (US$2.08 billion), a structural bet that simultaneously offloads mounting R&D costs from a deteriorating balance sheet and positions the unit to

How Chinese EV Makers Choose Battery Suppliers

Battery sourcing has become an increasingly important issue for China’s electric vehicle industry. The key question is not simply which battery maker an automaker uses, but how it allocates battery orders across suppliers. August installation data from major EV makers and battery companies shows two distinct patterns: automakers often

He Xiaopeng Details XPeng’s Next Growth Bet Beyond the G9L

XPeng Chairman and CEO He Xiaopeng has outlined a broader growth strategy beyond the company’s Sept. 17 G9L launch, highlighting intelligent driving, global expansion and humanoid robotics as key areas for the next stage of development. He said XPeng plans to expand its second-generation VLA system into overseas

China EVs Shatter CATL's Battery Monopoly

Chinese electric vehicle manufacturers are aggressively dismantling Contemporary Amperex Technology Co. Ltd.'s (CATL) supply chain monopoly to salvage deteriorating profit margins. The structural shift in the world’s largest EV market reached a psychological inflection point on September 16, 2026, when CATL’s A-shares dipped below the

XPeng Intensifies Family SUV Push With Official G9L Launch

Chinese electric vehicle maker XPeng is set to officially launch its new G9L SUV at 19:00 today, signaling a strategic maneuver to capture the highly competitive family-oriented auto segment in 2026. Ahead of the evening premiere, the Guangzhou-based manufacturer has aggressively activated its order-locking mechanism. Prospective

Huawei, Seres Restructure AITO Partnership as Surging Smart Hardware Costs Squeeze EV Margins

Huawei Technologies and Seres Group are radically overhauling their flagship AITO electric vehicle partnership, transferring primary operational and marketing control back to the automaker as surging semiconductor costs dismantle traditional automotive economies of scale. Under the revised agreement finalized this week, AITO remains within Huawei’s Harmony Intelligent Mobility Alliance

BYD Pivots to Premium Strategy Amid 2026 EV Contraction

BYD has officially ended its hyper-growth volume expansion phase, pivoting toward margin recovery, overseas penetration, and premium technology deployment as China's electric vehicle market enters a brutal consolidation cycle in 2026. The world's largest new energy vehicle manufacturer is structurally overhauling its product matrix and

From Battery King to One of Many: How China’s EV Makers Are Reducing Their Dependence on CATL

The Battery King and Its Changing Court For most of the past decade, building a competitive electric vehicle in China almost certainly meant sourcing a battery from Contemporary Amperex Technology — better known as CATL, or Ningwang ("Battery King") in Chinese financial media. That arrangement is now changing in

ChinaBiz Briefing | DeepSeek's IPO Push, Baidu's Hardware Bet, Unitree bets on robot cognition

China's AI and tech sectors delivered a dense cluster of strategically significant moves on September 9, 2026 — and nearly all of them point in the same direction: the competition is shifting from capability benchmarks to infrastructure, distribution, and capital-market positioning. DeepSeek is simultaneously cutting prices, filing for

Why Does Battery Giant CATL Make More Money Than China’s Automakers?

What Is This About? Every time CATL — the world's largest EV battery maker — releases earnings, China's automakers wince. Headlines declare that CATL's profits exceed those of seven leading carmakers combined, or that automakers are essentially "working for their battery supplier." The numbers