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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.

Xiaomi's RMB 109B Quarter: Memory Squeezes Phones as EVs Gain Ground

Xiaomi Group returned to the RMB 100 billion revenue threshold in Q2 2026, yet a 42.6% year-on-year collapse in adjusted net profit lays bare the structural tension at the heart of China's most ambitious consumer-technology conglomerate: a memory-price supercycle is simultaneously squeezing its

Goldman Keeps Buy on CATL, Sees East-West Divide on China Battery Demand

Goldman Sachs published a follow-up note on August 17, 2026, summarizing investor feedback gathered over the past month following its initiation of coverage on China's battery sector. The bank's analysts — Nick Zheng, CFA, and Selina Yan of Goldman Sachs (Asia) — spoke with approximately 150 investors

ChinaBiz Briefing | Alibaba's 3B AI Downloads, Huawei's L3 Bet, Geely's Margin Play

China's technology and industrial sectors delivered a coordinated signal on August 17: the country's leading companies are no longer competing on cost alone — they are competing for structural position. From Alibaba's commanding grip on the global open-source AI ecosystem to Huawei's

How Geely Grew Profit Per Car by RMB 2,100 While Rivals Bled

What Is This About? China's auto market in 2026 is defined by a relentless price war. Most automakers are caught in a painful trade-off: sell more units, earn less per unit. Yet Geely Automobile's H1 2026 results broke that pattern in a measurable way. In

Huawei's AITO Completes Its Lineup, Betting on China's L3 Window

Harmony Intelligent Mobility Alliance, the automotive alliance anchored by Huawei, has completed a full-spectrum product matrix spanning RMB 159,800 to RMB 1.388 million (US$22,200–US$192,800), launching its first million-yuan MPV and first rugged off-road SUV simultaneously — a dual move designed to

ChinaBiz Briefing | Alibaba Open-Sources Qwen3.8, DeepSeek V4 Pro, Tencent Bets Big on AI

August 13, 2026 marks one of the densest single-day news cycles in China's tech calendar this year. Three major AI releases landed within hours of each other, Tencent revealed a capex figure that stunned analysts, a smartphone startup redefined what a premium handset can do mechanically, and

Leapmotor's Margin Collapse Exposes the Fatal Flaw in China's EV Price War

Leapmotor has built China's most aggressive EV pricing machine — but its first-quarter 2026 results reveal that selling more cars is now costing it money with every unit shipped. The Hangzhou-based automaker reported a Q1 2026 net loss attributable to shareholders of RMB 390 million (US$54.

ChinaBiz Briefing | Alibaba Supernode, Nvidia Squeeze, BYD Flash Charging

China's technology and industrial sectors delivered a dense cluster of structural signals on August 12, with developments spanning AI compute infrastructure, semiconductor market share, model economics, EV hardware, and robotics capital markets. Taken together, the day's news maps the contours of a single overarching shift: China&

BYD Brings Flash Charging to the Mass Market, Raising the Stakes in China's EV Price War

BYD launched the 2027 Seal 06 on the evening of August 11, pushing its flash-charging technology into China's most competitive vehicle segment and signaling that the industry's next battleground will be fought on charging speed as much as sticker price. The Seal 06 is offered

ChinaBiz Briefing | Alibaba 100-Day AIDC, Apple-CXMT Talks, MiniMax Surge, Moore Threads HK IPO

China's AI infrastructure and capital markets are moving in lockstep — and on August 11, the pace accelerated. From Alibaba Cloud compressing data center build timelines to a fraction of U.S. benchmarks, to Apple seeking White House clearance to source memory from a Chinese chipmaker, to a domestic