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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.

The EV Juggernaut: How China Built a Car Empire to Challenge the World

China’s electric vehicle industry didn't just grow; it was engineered. Through decades of strategic planning, ruthless competition, and supply chain mastery, it has dethroned legacy automakers and redrawn the map of global industry. A Rock Concert for Cars BEIJING – The air in the cavernous convention hall crackled

Nio’s Moment of Truth

Once on the brink of collapse, Nio has engineered a remarkable turnaround. But as it pivots from a premium-only brand to a multi-tiered challenger, it faces its most critical test yet: turning its audacious, high-cost vision into sustainable profit. In the biting Shanghai winter of late 2019,

Geely Launches Galaxy M9 SUV, Finalizing Lineup to Challenge BYD's Dominance

Geely Automobile has launched its Galaxy M9 large SUV, the final piece of a comprehensive product strategy aimed squarely at challenging market leader BYD across every key vehicle segment, escalating the rivalry between two of China's largest automakers. The six-seater Galaxy M9 officially went on sale on

BYD Launches Upgraded Denza N9 SUV as Luxury Push Intensifies

BYD unveiled its 2026 Denza N9 SUV starting at RMB 389,800 yuan (US$53,700), marking another step in the Chinese automaker's premium brand expansion amid intensifying competition in the luxury electric vehicle segment. The updated model features enhanced artificial intelligence capabilities including voice-activated coffee ordering

UBS Upgrades Nio to Buy as $1 Billion Funding Boosts Consumer Confidence

UBS Securities has upgraded Nio Inc. from Neutral to Buy, lifting its 12-month price target to 8.50 from 6.20, following the electric vehicle maker's recent $1 billion equity offering that analysts say has restored consumer confidence in the company's operations and financial stability.

Chery Launches Hong Kong IPO, Betting on Global Sales to Offset Tech Lag

Chery Automobile, a veteran Chinese carmaker, is launching its long-delayed Hong Kong initial public offering, betting its dominant overseas presence can win over investors as it races to catch up in the electric and smart vehicle transition. The listing, which marks the culmination of a 21-year saga of

Li Auto Unveils i6 Electric SUV Targeting Younger Consumers Ahead of September 26 Launch

Li Auto officially announced its new five-seat electric SUV, the i6, positioning it as a "new-form factor" vehicle that will launch on September 26. The Chinese electric vehicle manufacturer is targeting younger consumers with what CEO Li Xiang describes as a third design approach in the

BYD's Hybrid Sedan Seeks to Reclaim Market Share from Geely with Enhanced Features

BYD has launched an upgraded version of its Seal 07 DM-i hybrid sedan, intensifying competition with Geely Automobile in China's plug-in hybrid family car segment. The 2026 model, priced from RMB 149,800 yuan (US$ 21,050) to RMB 186,800 yuan(US$ 26,249), targets

Leapmotor Sets Ambitious Target of 4 Million Annual Sales as EV Survival Threshold Rises

Chinese electric vehicle maker Leapmotor Co. Ltd. has set an ambitious target of selling 4 million vehicles annually, as its founder argues that new energy vehicle companies need to achieve far higher volumes than traditional automakers to survive long-term consolidation in the industry. Zhu Jiangming, founder and CEO of

Morgan Stanley Suggests Li Auto to Cut i6 Pricing to Sub-200,000 Yuan Range as Pure EV Push Faces Critical Test

Li Auto Inc. should slash pricing for its upcoming i6 electric SUV to 200,000-250,000 yuan ($27,700−$34,600) from the initially planned 250,000-300,000 yuan range to boost sales volumes, Morgan Stanley said in a research note Thursday. The Wall Street bank called the