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.

The Great EV Divergence: China Sprints Ahead As Tesla And The West Hit The Brakes

If there remained any lingering optimism that the Western automotive establishment could dictate the pace of the global energy transition, the latest data from Deutsche Bank Research should serve as a sobering obituary for that narrative. In a report released on November 5, 2025, titled "Top 15 Countries'

Li Bin: NIO’s Q4 Profitability Goal Remains Unchanged, Three Large Vehicles Poised for 2026

NIO reaffirmed its commitment to achieving overall profitability in the fourth quarter of 2025, buoyed by record revenue and improving margins despite broader market volatility. Founder and CEO William Li (Li Bin) confirmed the company’s financial trajectory remains on target following a strong third-quarter performance that delivered the

NIO Signals New Growth Cycle as Margin Rebounds and Q4 Outlook Hits Record High

NIO reported breakthrough improvements in profitability and operational efficiency during the third quarter, with vehicle margin climbing to 14.7%, the highest level in nearly three years. The Chinese electric vehicle maker also issued fourth-quarter guidance for revenue and deliveries that would mark all-time records for the company.

DJI Spin-off Zhuoyu Valued at Over 10 Billion Yuan After Strategic Backing from FAW Group

Zhuoyu Technology, the autonomous driving unit originally incubated by drone giant DJI, has secured a strategic investment totaling over RMB 3.6 billion yuan (US 497 million) from China FAW Group. The financing round pushes Zhuoyu’s post−investment valuation past the RMB 10 billion yuan mark, establishing the Shenzhen-

BYD Surges in Europe as Tesla Slumps in Shift for EV Market

BYD recorded a distinctive surge in European car registrations in October while Tesla faced a sharp decline, highlighting the intensifying pressure regarding electric vehicle market share on the continent. The Chinese automaker more than tripled its sales compared to the previous year, accelerating its expansion abroad to offset intensifying competition

"Somewhat Underwhelming": Global Legacy Auto Retreats at Guangzhou Show While China’s AI Giants Dig In

A quiet floor, a retreat of Western luxury, and an army of live-streamers—J.P. Morgan’s latest dispatch from the front lines of China’s EV war paints a picture of an industry holding its breath for 2026. In a research note released on November 24, 2025, J.

Xiaomi Advances EV Ambitions with EREV SUV and Sedan Refresh After 500,000 Unit Milestone

Xiaomi has surpassed the 500,000 production mark for its electric vehicles, a manufacturing milestone achieved in less than 20 months that sets the stage for an aggressive product expansion into hybrid SUVs and updated sedan models. CEO Lei Jun marked the achievement at the company’s factory last week,

BYD's Liu Xueliang on Cracking Japan's Kei-Car Market with Light EVs

BYD Japan has unveiled its strategy to transform Japan's automotive landscape with the introduction of a light electric vehicle (EV) specifically designed for the Japanese market. In an interview published by Nikkei Chinese on November 23, 2025, Liu Xueliang, President of BYD Japan and Head of BYD Asia-

Xiaomi Auto Unveils Enhanced HAD Driving Assistance System with Reinforcement Learning

Xiaomi Auto officially launched its "Xiaomi HAD Enhanced Version" driving assistance system at the Guangzhou Auto Show on November 21, marking a significant technological advancement in the company's automotive capabilities. The upgrade represents the first deployment of reinforcement learning combined with world model training methods, following

NIO's William Li Says China's EV Shakeout May Take a Decade to Reach Equilibrium

NIO Inc. founder, chairman and CEO William Li said the smart electric vehicle competition has entered what he described as the "finals stage," emphasizing that survival and steady development will be crucial as the industry's true equilibrium may not emerge for another 10 years. Speaking at

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