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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.

BYD and CATL Race to Lock Up China's EV Charging Grid Before the Window Closes

China's two largest new-energy vehicle and battery companies are spending aggressively to build rival charging and battery-swap networks, betting that whoever controls the energy infrastructure will dictate the next phase of EV market-share gains at the expense of internal-combustion holdouts. BYD crossed 10,000

NIO’s H1 Revenue Jumps 86% as Investors Question the Cost of Profitability

Shares of the Chinese EV maker tumbled to a 52-week low on earnings day, exposing a market verdict that strong headline numbers alone cannot paper over eroding R&D investment, rising per-unit costs, and an unproven three-brand expansion. NIO reported first-half 2026 results on September

ChinaBiz Briefing | Huawei's Record Revenue, China AI Capex Surge, EV Deliveries Reset

China's technology sector delivered a dense slate of results and market data on September 1, painting a consistent picture: companies across AI, autonomous driving, and electric vehicles are prioritizing long-cycle investment over near-term profitability — and the capital commitments are accelerating, not moderating. From Huawei's

Leapmotor Tops 100,000 Again as China’s EV Upstarts Enter a Q4 Reset

China's new-energy vehicle upstarts released August delivery figures on Monday, with Leapmotor extending its dominance by surpassing 100,000 units for the second consecutive month, while Xpeng, Li Auto and NIO remained clustered in a tighter band of 35,000 to 40,000 deliveries. Leapmotor reported 103,

ChinaBiz Briefing | BYD's Overseas Pivot, CXMT's DRAM Leap, Meituan's Profit Return

China's technology and industrial complex delivered a dense slate of results and milestones on August 31, 2026 — and a single theme runs through nearly all of them: domestic substitution reaching commercial maturity. From memory chips to delivery robots to satellite constellations, Chinese companies are no longer simply catching

BYD’s Overseas Sales Hit 43% as Global Expansion Becomes Its Profit Engine

Surging international sales now account for 43% of Q2 volume and carry margins nearly four times higher than domestic vehicles, making global expansion the single most critical variable in BYD's 2026 earnings trajectory. BYD reported Q2 2026 net profit attributable to shareholders of approximately RMB 8.24 billion

ChinaBiz Briefing | Baidu's AI Pivot, SHEIN's Hong Kong Debut, SMIC Record Margins

China's technology and capital markets converged on a single theme on August 28: the infrastructure of artificial intelligence is being repriced, refinanced, and rebuilt at a pace that legacy valuation frameworks cannot adequately capture. From Baidu's structural listing conversion to SHEIN's supply-chain-as-

XPeng’s New VLA Pushes Its Physical AI Ambitions Beyond Cars

XPeng has fundamentally restructured its autonomous driving AI by incorporating temporal reasoning into its core model architecture — a technical leap that narrows the gap between mass-market driver-assistance systems and full Level 4 autonomy, and signals the company's broader pivot from electric vehicle maker to physical AI

Li Auto’s Product Reset Is Improving. The Hard Part Comes in Q4

What Is Happening at Li Auto Right Now? Li Auto, one of China's most closely watched electric and range-extended vehicle makers, is navigating a classic product-cycle squeeze: it is simultaneously retiring its existing lineup, launching replacements, and trying to prove that its newer pure-electric vehicles

ChinaBiz Briefing | Alibaba's Qwen3.8-Flash, Zhipu’s Chip Bet, Li Auto’s Margin Crunch

China's AI sector is entering a new phase — one defined less by benchmark races and more by the harder questions of unit economics, infrastructure capital, and pricing power. Wednesday's news flow delivers a rare convergence: a DeepSeek financial disclosure that reframes the company as a capital