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.

NIO, Xiaomi and Chery Race to Lock In China’s DRAM Supply

NIO, Xiaomi, and Chery each spent RMB 158 million (US$21.9 million) not to own a piece of China's hottest IPO — but to secure a guaranteed seat at the DRAM supply table before the next memory crunch hits. Changxin Memory Technologies (CXMT) made a seismic debut on

ChinaBiz Briefing | CXMT Debut, CATL's 587Ah Cell, Tencent AI Overhaul, AgiBot IPO Push

China's technology and capital markets delivered a dense cluster of structural signals on July 27 — spanning memory, batteries, AI, robotics, and semiconductors. Taken together, the day's developments illustrate a common theme: Chinese technology companies are no longer merely benefiting from policy tailwinds. They are demonstrating commercial

ChinaBiz Briefing | Geely-Ford Valencia Deal, CXMT IPO, CAS Space Milestone

China's technology and industrial complex delivered a dense set of signals on Thursday: a Chinese automaker rewrote the European manufacturing playbook, the country's dominant DRAM maker prepared for a landmark stock market debut, a commercial rocket company crossed a key operational threshold, and a brutally honest

Geely Bets €221 Million on Ford's Idled Spanish Plant, Rewriting China's European EV Playbook

Geely is acquiring a 34% stake in Ford's Valencia factory for €221 million (approximately RMB 1.765 billion, or US$245 million), a transaction that marks the most structurally significant pivot yet in Chinese automakers' European manufacturing strategy — and the most consequential shift in the Geely-Ford

Chinese Automakers Abroad: A Regional Guide to Market Opportunity and Structural Limits

The global automotive map is being redrawn — and China's carmakers are doing much of the drawing. But the opportunity is far from uniform. What Is This About? Chinese passenger car brands have moved beyond simply exporting vehicles. They are now competing systematically for durable market share across multiple

XPeng’s Europe Strategy: Global Platform, Local Software, and the B2B Challenge

46,859 Chinese pre-orders within one hour of a Munich reveal underscore the dual-market ambition behind XPeng's most globally engineered car yet — but the harder battle lies in software, data, and winning Germany's B2B fleet buyers. Six Years of Tuition Fees Produce a Pivot

ChinaBiz Briefing | Innolight's $8B IPO, NIO's Chip Pivot, AI Office Wars, and China's Auto Reckoning

China's technology and capital markets are converging around a single thesis on July 22: AI infrastructure is real, it is scaling, and the companies closest to the physical layer — silicon, optical interconnects, compute systems — are attracting the most serious capital. Meanwhile, two structural crises — in autos and in

Li Auto Spins Off Chip Unit, Signaling Shift From Carmaker to Full-Stack AI Hardware Contender

Li Auto has incorporated a dedicated chip subsidiary in Shanghai, formalizing a strategic pivot that positions the electric-vehicle maker as a vertically integrated AI hardware company rather than simply an automotive group with an in-house silicon team. The new entity, Xinchuang Zhihe Technology, was registered on July 13,

ChinaBiz Briefing | Alibaba's 2.4T Model, WAIC Chip Showdown, CXMT Surge

Today’s developments highlight a rapid maturation across China’s foundational technologies, shifting from localized R&D to global commercialization. A coordinated wave of trillion-parameter AI models and domestic full-stack compute architectures is directly challenging U.S. incumbents. Meanwhile, aggressive capacity expansions in legacy memory chips and

China Auto Hits Record H1 Slump as Leapmotor Rises and NIO Stages Comeback

China's passenger vehicle market delivered its most severe six-month contraction in modern history in H1 2026, with total registrations falling 18.7% year-on-year — yet within the wreckage, a clear hierarchy of winners and losers is crystallizing that will define competitive positioning for the rest of

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