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.

BYD Races Toward Sales Goal Amid Signs of Financial Strain

BYD is on track to smash its sales targets in 2025, powered by a surge in overseas demand, yet the Chinese electric vehicle giant is simultaneously showing signs of financial pressure with a rare quarterly revenue drop and slowing profit growth, raising questions about its stamina in an increasingly competitive

Geely Launches Fifth-Generation Emgrand Sedan Starting at RMB 68,900

Geely Auto has commenced pre-sales of its fifth-generation Emgrand sedan, offering promotional pricing starting at RMB 68,900 (US$9,500), marking the latest update to one of China's best-selling domestic sedans. The model carries official pre-sale prices ranging from RMB 77,900 to

BYD's Japan Gambit: K-Car Launch Signals Aggressive Global Expansion as Domestic Market Stalls

In what may prove to be a watershed moment for Chinese automakers' overseas ambitions, BYD unveiled its first market-specific vehicle designed exclusively for a foreign market at the Tokyo Motor Show last week—a strategic pivot that J.P. Morgan analysts suggest reveals the EV giant's

XPeng Unveils New Humanoid Robot and Robotaxi Rollout Plan

XPeng Inc. unveiled its latest humanoid robot and announced plans to launch three autonomous taxi vehicles next year at its Technology Day event on November 5, marking the Chinese electric vehicle maker's expanded push into robotics and self-driving technology. The company introduced IRON, its new-generation humanoid

Forget The Price War At Home: Goldman Lays Out How BYD Will Conquer The World

While investors remain fixated on the brutal, margin-crushing EV price war within China, a detailed new report from Goldman Sachs, released late Monday, argues they are looking in the wrong place. The real story, according to the bank, is the "major growth driver" brewing in overseas markets,

Seres Group Lists in Hong Kong With $3 Billion Backing in Largest Automaker IPO of 2025

Seres Group began trading in Hong Kong today, marking the city's largest automaker initial public offering this year with an opening market capitalization exceeding HK220 billion(US$ 28 billion). The Chongqing-based electric vehicle manufacturer becomes China's first luxury new energy vehicle company to achieve dual

JD.com's First Self-Branded Vehicle Rolls Off Production Line Ahead of Sales Launch

The first vehicle from a collaboration involving Chinese e-commerce leader JD.com has rolled off the production line in Changsha, signaling a new automotive venture ahead of a major sales event. The car, named the Aion UT Super, is the result of a partnership announced on October 14. The

Li Auto Shares Hit New Lows as Pure Electric Vehicle Strategy Faces Mounting Challenges

Li Auto closed down 3.27% on Nasdaq on November 5, 2025, extending losses that have pushed both its U.S. and Hong Kong-listed shares to multi-month lows near levels last seen in April when tariff concerns weighed on the stock. The Chinese electric vehicle maker's

BYD's Surprising Slowdown and Joint Venture Slump Reshape China's Auto Market

China's passenger vehicle market delivered mixed signals in the first three quarters of 2025, with traditional joint venture brands and unexpectedly some new energy leaders posting declining sales despite overall market growth. The divergence underscores intensifying competition and shifting consumer preferences in the world's largest auto

Yadea, the 'BYD of Scooters,' to Challenge Japan's Motorcycle Titans on Home Turf

Yadea Group Holdings, the world's largest electric two-wheeler manufacturer, is launching its first electric scooter in Japan in November, priced around 210,000 yen ($1,380), approximately 30% cheaper than comparable Honda models. The Chinese company's entry comes as Japan implements stricter emissions standards this

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