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.

Huawei Deepens EV Price War With Its Most Affordable Model Yet

Huawei Technologies Co. is intensifying its assault on China's mainstream auto market, launching its most affordable electric vehicle to date in a move that escalates the country's already fierce price war. The new Shangjie H5, developed with state-owned partner SAIC Motor Corp., brings Huawei'

Morgan Stanley Explains NIO's 90% Surge: "Self-Reinforcing" Momentum And A Path To Profitability

After a stunning 90% rally in just 60 days that left the Hang Seng Index's 9% gain in the dust, investors have been asking what's fueling the fire at NIO Inc. A new research report from Morgan Stanley, published on August 26, provides a compelling answer,

XPeng Posts 'Explosive' Q2 With Margins Surpassing Tesla, But A Weak Q3 Forecast Steals The Show

* Stellar Financials: Revenue for Q2 2025 surged 125.3% YoY to 18.27 billion yuan (US$2.52 billion), though slightly missing consensus estimates of 18.6 billion yuan due to lower-than-expected service revenue. Net loss narrowed significantly to 480 million yuan from 1.28 billion yuan in

Xiaomi Crushes Q2 Estimates On Shocking 26% EV Margin, But Smartphones Are In Reverse

* Record Financials: Xiaomi Corporation reports record Q2 2025 revenue of 116.0 billion yuan (US$16.1 billion), up 30.5% YoY, beating estimates. Adjusted net profit soars 75.4% YoY to a record 10.8 billion yuan, also surpassing expectations. * EV Business Explodes: The new EV segment is the

Li Xiang: How Did a High School Dropout Lead Li Auto to Success?

A recently published in-depth profile by business columnist Li Si chronicles the unconventional journey of Li Xiang, the founder, chairman, and CEO of Li Auto Inc., from a high school dropout to the helm of one of China's most prominent electric vehicle manufacturers. The piece offers a

Leapmotor Swings To First-Ever Profit On Soaring Margins, Sets 1 Million Unit Target For 2026

* Surprise Profitability: Zhejiang Leapmotor Technology Co., Ltd. (浙江零跑科技股份有限公司) reported its first-ever semi-annual net profit of ¥30 million （US$418 million）for H1 2025, a significant milestone demonstrating a sharp operational turnaround. * Explosive Growth: Revenue surged 174.0% YoY to ¥24.25 billion, driven by a 155.7% increase

Leapmotor's 200% Stock Surge Signals a New Powerhouse in China's EV Race

Zhejiang Leapmotor Technology Co., once a lesser-known name in China’s fiercely competitive electric vehicle market, is rapidly emerging as a formidable contender, with its soaring stock price and record sales validating a strategy centered on aggressive pricing and in-house technology. The carmaker’s Hong Kong-listed shares

Great Wall Motor Opens Brazil Plant, Already Scouting Site for Second

Great Wall Motor Co. (长城汽车) has launched its first factory in Brazil and is already planning a second, a dual move underscoring the Chinese automaker’s aggressive expansion strategy in South America’s largest market. The expansion is part of a 10 billion reais ($1.8 billion) investment plan aimed

XPeng Bets on Premium Design With New P7 Sedan, Secures 10,000 Pre-Orders in Minutes

XPeng Inc. is making a strategic wager on high-end design to reclaim its position in the premium electric vehicle market, unveiling a redesigned flagship P7 sedan that attracted over 10,000 pre-orders in under seven minutes, signaling strong initial interest despite an unannounced price. The Chinese automaker opened

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