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.

China's ICE Car Survivors Are Playing a Winner-Takes-All Game — And Most Will Lose

Toyota Camry and Volkswagen Lavida reclaimed spots in China's top-10 passenger car sales rankings in June 2026, but their comeback masks a brutal consolidation: a handful of combustion-engine models are cannibalizing peers even as the entire segment structurally contracts against a 62.8% EV penetration rate.

ChinaBiz Briefing | Moonshot's 2.8T Model, Alibaba's Coding Crown, XPeng Goes to Munich

China's technology and automotive sectors delivered a dense set of signals on July 17 that share a common thread: the era of building for scale is giving way to the harder discipline of building for margin. Chinese AI labs are no longer chasing Western frontier models — they are

China's EV Price War Reaches a Breaking Point — and Two Automakers Illustrate Why

China's electric vehicle industry is confronting a structural reckoning: price cuts and technology stacking are no longer generating profit, and the diverging fortunes of Leapmotor and Li Auto in the first half of 2026 have crystallized a question the entire sector must now answer — when autonomous driving stops

XPeng MONA L03 Scores 46K Orders as China’s EV Playbook Goes Europe

XPeng debuted its first globally positioned electric vehicle in Munich on Wednesday, securing 46,000 firm orders within 60 minutes of launch — a demand signal that simultaneously validates the model's appeal and raises the stakes for the company's most ambitious overseas bet to date. The MONA

ChinaBiz Briefing | DeepSeek IPO Push, Huawei's 5G Return, China Auto Exports Surge

China's technology and industrial sectors delivered a dense cluster of structurally significant signals on July 15 — from DeepSeek's accelerating march toward public markets to Huawei's quiet dismantling of a six-year sanctions chokepoint. Across automotive, AI, and robotics, the common thread is the same:

China’s EREV Shakeout Begins: Li Auto Slips as Xiaomi Bets Against the Trend

The segment that turbocharged China's new-energy vehicle revolution is now shrinking, and the industry's strategic responses are diverging sharply — with profound implications for investors tracking the country's RMB 4 trillion (US$556 billion) auto market. Wholesale volumes of extended-range electric vehicles (EREVs)

H1 2026 China Auto Exports Hit 5.1M, Making Overseas Markets the New Growth Engine

Exports now account for one-third of total vehicle sales as June shipments breach the one-million-unit monthly threshold for the first time, exposing a deepening structural bifurcation between collapsing home demand and accelerating overseas expansion. China's automotive sector posted first-half 2026 exports of 5.096

ChinaBiz Briefing | China AI Dominance, BYD Reset, ByteDance Drives Autonomy, Huawei Rebound

China's technology and industrial complex is moving on multiple fronts simultaneously this week — and the direction of travel is unmistakable. Chinese AI models have locked in a structural lead on global developer platforms. BYD is compressing its product cycle to near-software cadence. ByteDance is quietly probing autonomous

BYD Ends “L” Era as Dynasty Network Pushes Premium With Qin MAX

BYD is executing the most aggressive product-line restructuring in its Dynasty Network's history, retiring the entire "L" suffix generation after roughly 18 months on the market while simultaneously launching a higher-spec "MAX" tier and iterating its workhorse "PLUS" lineup — a

China’s EV Trio Hits $12B — Three Paths, Three Playbooks

Three companies that once traded at multiples of each other have arrived at the same market capitalization — not as a triumph, but as a shared reckoning with a maturing, brutally competitive industry. As of the July 10 U.S. equity close, XPeng traded at approximately $12.5 billion, Li Auto

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