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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.

Chinese EV Makers Race to Subsidize Buyers Ahead of 2026 Tax Hike

Chinese automakers, from startups to established giants, are preemptively subsidizing buyers to offset a looming reduction in government incentives, a strategic move to lock in orders and navigate fierce competition in the world's largest electric vehicle market. At least 10 car companies have rolled out plans to absorb

Geely Touts AI and Global Strategy to Bridge Valuation Gap Amid Record Sales

Geely Automobile is trading at a steep discount to its peers despite posting record sales, prompting the Chinese auto giant to highlight its deep investments in artificial intelligence and a deliberate global expansion strategy as key catalysts to unlock its market value. Following the UK launch of its all-electric

The Battery Kingdom: How China Built an Empire to Power the World

China’s dominance in lithium-ion batteries—the heart of the electric vehicle revolution—is not just about manufacturing might. It’s a story of strategic foresight, brutal efficiency, and a state-nurtured ecosystem that has left global rivals playing a desperate game of catch-up. Inside a pristine, climate-

JD.com's Budget EV Fetches $10.8 Million in Promotional Auction, Highlighting Auto Ambitions

JD.com Inc.’s foray into the world's largest electric vehicle market is drawing massive attention, after a promotional auction for the first unit of its co-branded budget car fetched a stunningly high bid. The event highlights the e-commerce giant’s strategy to disrupt China’s

Nio’s Weekly Sales Top 10,000 as Turnaround Strategy Gains Traction

NIO Inc.’s weekly vehicle deliveries have surpassed the 10,000-unit mark for the first time, signaling that the electric vehicle maker’s multi-brand strategy and steadfast investment in core technologies are yielding significant results in a fiercely competitive market. For the week of October 13-19, the

Li Auto Mega Catches Fire in Shanghai, Raising Fresh Concerns Over EV Battery Safety

A Li Auto Mega electric vehicle erupted in flames while driving in Shanghai on October 23, burning down to its frame within seconds in an incident that has intensified scrutiny over battery safety in China's rapidly expanding electric vehicle market. The company confirmed all occupants escaped unharmed, with

Xiaomi Unveils Purchase Tax Subsidy for Auto Buyers, Committing Over RMB 2 Billion

Xiaomi Corp.announced a purchase tax subsidy program for its electric vehicle customers, with estimated investment exceeding 2 billion yuan ($277 million), as the company moves to protect buyers facing potential delivery delays into 2026. The subsidy applies to customers who lock in orders before Nov. 30, 2025, but receive

China's Auto "Involution" Bloodbath: JPM Details The Carnage As Foreign Brands Collapse

In a detailed and unflinching look at China's automotive sector, J.P. Morgan’s Asia Pacific Equity Research team has laid bare the brutal reality of the world's largest car market. The October 2025 report, a preview of Q3 earnings and a look ahead to 2026,

XPeng Unveils Extended-Range X9 MPV with Over 1,600km Driving Range

XPeng Motors has revealed the extended-range version of its X9 seven-seater MPV, with an official launch scheduled for the fourth quarter of 2025. The new model incorporates the company's Kunpeng Super Extended-Range Technology and boasts a combined driving range exceeding 1,600 kilometers. The vehicle

Xiaomi YU9 Extended-Range SUV Rendering Surfaces, Targeting Premium Market

Chinese automotive website Yiche.com recently published speculative renderings of Xiaomi's first extended-range electric SUV, the YU9, sparking industry attention as the tech giant expands its automotive portfolio into the premium full-size SUV segment. The computer-generated images, which Yiche emphasized are conceptual renderings rather than