Archive
2025
61 stories
December
2025
Infineon Powers Chinese EVs with BMS Tech, UBTECH Eyes Robotics Boom
Infineon launches PSOC™ 4 HVPA-SPM 1.0 microcontroller and HYPERRAM™ for advanced EV BMS and edge AI, partnering with Munich Electrification and AMD to boost safety and efficiency in Chinese EVs. Meanwhile, UBTECH acquires 43% of Fenglong Shares for 1.665 billion yuan, merging robotics with precision manufacturing to accelerate humanoid robot production with EV factory potential. These strides highlight China's tech edge in sustainable mobility and automation.
2025 NEV Blue Book Released Amid Porsche Woes & Ford Delays
China's authoritative 2025 NEV Blue Book outlines industry trends, cases, and 2030 forecasts amid Porsche's 28% China sales crash triggering dealer closures and unpaid deposits. Ford delays its UEV EV platform in Europe, partnering with Renault to counter Chinese rivals like BYD. These developments underscore China's EV dominance and global market shifts.
Huawei-GAC Qijing Wagon Revealed: L3 ADAS at 300K Yuan
Huawei and GAC's Qijing brand unveiled its first L3-ready EV wagon on December 24, 2025, priced at 300,000 yuan with premium specs rivaling 1M yuan models. Meanwhile, CATL launched a 1,250 km heavy-duty truck battery swap route, saving operators 30K-60K yuan yearly amid 178% YoY NE truck sales growth. These moves highlight China's EV innovation in passenger and commercial sectors.
Zeekr S800 Hits 10K Deliveries: Chinese EV Milestones
Zeekr S800 achieves 10,000 deliveries in 202 days, shattering China's ultra-luxury EV records, while Geely privatizes Zeekr and SAIC streamlines IM Motors ownership. Hongmeng Zhixing teases the innovative ZEEKR V9 MPV with helmet airbags, as Tesla's FSD V14.2.2 ups autonomous stakes. These moves signal consolidation and tech leaps in the world's largest EV market.
BYD's PHEV Oil Breakthrough & China's EV Market Surge
BYD teams with Mobil for PHEV-specific engine oil boosting anti-wear by 50%, as 2025 China sedan sales hit 11M with EVs grabbing 61% of top 20 spots led by Geely Xingyuan's 480k units. Beiqi Arcfox Alpha S secures China's first L3 autonomous plates, marking a leap in real-road deployment. These advances spotlight China's hybrid, sales, and AV leadership reshaping global EVs.
BYD's PHEV Oil Boost, 2025 Sedan Surge & L3 Milestone
BYD partners with Mobil for PHEV-specific engine oil exceeding standards by 50%, as 2025 China sedan sales hit 11M with EVs taking 61% of Top 20. Arcfox Alpha S grabs first L3 plates, pioneering LiDAR-equipped autonomy. These moves spotlight China's hybrid, affordable EV, and self-driving prowess reshaping the global market.
Geely's Massive Safety Lab & WEY Blue Mountain AI PHEV Launch
Geely shattered five Guinness records with its massive Global All-Domain Safety Center and AI-fused Safety 2.0 system, open to the industry. WEY launched the Blue Mountain PHEV SUV with VLA AI model, 1343 km range, and 4.9s acceleration at 27.58万元. These moves position Geely as a safety and intelligence leader in Chinese EVs amid global shifts.
China EV Surge: Zeekr Privatized, BYD Raises Salaries, Tesla Robotaxi Scales
Geely privatizes Zeekr for streamlined EV growth, BYD hikes R&D salaries to retain talent, and Tesla registers 1,655 Robotaxi vehicles in California amid Chinese AI and component booms. These December 2024 moves highlight China's EV resilience against U.S. market woes like VW's ID. Buzz delay. Investors eye AI models racing for Hong Kong listings and performance luxury pushes from Chery's Starway.
Xpeng X9 Upgrade & Mona M03 Boost: Zeekr Goes Private
Xpeng upgrades its top-selling X9 MPV to 750 km range with 2250 TOPS AI chips and expands Mona M03 sedan options to 640 km, while Zeekr delists from NYSE after Geely merger. These moves boost Xpeng's dominance in China's BEV MPV and A-segment markets amid Geely's EV consolidation. Key for global players eyeing premium tech and affordable range.
Geely Tops 2025 China EV Sales as 2G Shutdown Hits Early Models
Geely's Xingyuan shocks with 446,000 units to top China's 2025 NEV sales, displacing BYD as hybrids and small cars dominate amid oil-electric coexistence. 2G retirement disrupts 380 million e-bikes and early EVs, while Dongfeng delays 350 Wh/kg solid-state batteries to 2027. These shifts highlight maturing market dynamics with big export ripple effects.
Deepal Secures China's First L3 Autonomous EV License
Deepal Automobile, under Changan, claims China's first L3 autonomous driving license plate on Dec 20, 2025, enabling real-road tests with advanced Tian Shu ADAS. Amid 700,000 cumulative deliveries and 45.7% YoY sales growth, Deepal eyes global dominance while Western rivals like VW face EV setbacks. This cements China's lead in intelligent EVs.
Chinese EV Boom: L3 Wins, Ideal Expands, 2026 Sales Surge
China's EV sector surges with L3 approvals for Changan and Arcfox, Ideal Auto's supply chain merger and Middle East/Africa expansion, and 2026 NEV sales forecast exceeding 20 million units. Xiaomi and Momenta advance with L3 tests and Orin-beating chips, while partnerships like CATL-Landian lock in decade-long battery supply. These moves solidify China's lead in intelligent EVs amid global shifts.
Xiaomi & Jetour Surge: China's EV Market Hits New Heights
Xiaomi Auto rewarded dealers with $14M bonuses amid 361k vehicles sold and $4.1B Q3 revenue, while Jetour's global fan fest in Abu Dhabi boosts its 2.1M sales across 100 countries with the G700 hybrid SUV. These feats highlight China's EV dominance, contrasting SKG's flat growth in health wearables. The trends point to explosive international expansion and lifestyle-integrated EVs.
BYD's Charging Sharing, Jetour's Global Push Reshape Chinese EV Landscape
BYD's new app-based home charging sharing service lets owners monetize idle stations, joining NIO and XPeng in building EV ecosystems. Meanwhile, Jetour's first global fan festival in the UAE celebrates 2.1 million vehicles sold worldwide and its G700 hybrid SUV launch. These initiatives highlight Chinese EVs' focus on user-centric innovation and rapid international expansion.
BYD's Bold Moves: Charging Sharing, Flagships, Battery Warranty Surge
BYD launched app-based home charging sharing like NIO and XPeng, teased Q1 2026 flagships Seal 08 and Sealion 08, and boosted Europe battery warranties to 8 years/250,000 km—topping Tesla. Amid 480,000+ November NEV sales and 325% export surge, these moves enhance owner value and global edge. Expect tech reveals to drive 2026 momentum in the Chinese EV market.
BYD Unveils Flagship EVs and Boosts Battery Warranty
BYD teases flagship Seal 08 sedan and Sealion 08 SUV for 2026 launch while extending Europe battery warranty to 8 years/250,000 km, topping Tesla and VW. Backed by November's 480,000+ NEV sales and 325% export growth, these moves leverage Blade Battery tech for premium dominance. This signals intensified Chinese EV competition reshaping global standards.
Ford's Electric Bronco Hits China as NEV Sales Soar to Record
Ford launches its electric Bronco in China from $32,640, offering EREV and BEV options with up to 1,220 km range, as CPCA projects a record 1.38 million NEV retail sales for December. Xiaomi secures L3 autonomous driving licenses amid Neta's bankruptcy progress. This surge highlights China's EV dominance despite subsidy shifts.
China EV Surge: Solid-State Safety Debate, GWM's Retro Tease
China's EV industry heats up with experts debunking solid-state battery safety hype despite 2027 rollouts from FAW, GAC, and others targeting 1,000 km ranges. Great Wall Motor teases a retro sixth-brand model amid record 1.2M sales, while Xiaomi grabs L3 autonomous license. These moves signal China's push for intelligent EVs as Musk predicts ICE decline.
China's EV Surge: Solid-State Battery Warnings & GWM Tease
Chinese EV experts debunk solid-state battery safety hype as FAW, GAC, and Dongfeng target 2026-2027 launches with 350 Wh/kg packs for 1,000+ km ranges. Great Wall Motor teases a retro sixth brand amid record 1.2M 2025 sales, while U.S. AI 'Genesis Mission' rallies 24 giants to boost battery R&D. This convergence signals escalating global EV tech wars.
Chinese EVs Surge: BYD Dominates Sales, Tech Partnerships Advance
BYD dominated November 2025 Chinese NEV sales with five top-10 models totaling over 197,000 units, while Hesai's Meanwin partnered with Sannian for L4 autonomous tech boosting Ningbo Port efficiency by 15%. Geely's founding ASQMS role advances EV software standards globally. These moves solidify China's lead in affordable EVs, smart driving, and quality management.
Chinese EVs Surge: BYD Dominates Sales, Gilis Lead Tech Advances
BYD dominated November 2025 Chinese EV sales with five top-10 models totaling over 197,000 units, while Geely joined ASQMS as a founding member to lead global software standards. Meanwin Intelligent Mobility and Sannian Intelligent Driving's L4 platform boosted Ningbo Port efficiency by 15%, signaling advances in commercial autonomous driving. These moves cement China's EV tech leadership amid fierce market competition.
Tesla's Cybertruck Boost and Weight-Cutting Revolution in EVs
SpaceX's 1,000+ Cybertruck order bolsters Tesla amid sales woes, while its 181kg Model X lightweighting challenges Chinese EV 'pile-on' strategies. Joby Aviation doubles eVTOL output by 2027 with Toyota aid, underscoring efficiency trends. Chinese brands must pivot to gigacasting and magnesium for global edge.
Chinese EVs Dominate: ADAS Wins, Europe Surge, eVTOL Boom
China's EV giants like NIO, Zeekr, and Xiaomi shine in智驾大赛 with top ADAS scores, while brands surge 108% in Europe to 78k units. Yufeng Future's 100M RMB eVTOL funding accelerates low空经济 amid EU CBAM expansions. These moves cement China's lead in intelligent driving and global mobility.
BYD Hits 15M EVs as Li Auto Bets Big on Silicon Valley AI
BYD celebrates its 15 millionth NEV amid 4.18M sales in 11 months, while Li Auto launches a Silicon Valley AI center for autonomous driving breakthroughs. NIO's ES8 hits 30k deliveries in 89 days, CATL deploys humanoid robots tripling battery output, and Aito offers tax subsidies as China's EV leaders pivot to AI dominance. These moves signal a global tech arms race reshaping the industry.
2025 China SUV Shakeup: Tesla Slips, Geely Surges Amid EV Shifts
Tesla Model Y holds China's 2025 SUV sales crown at 420K units despite 13% drop, as Geely's Xingyue L and Boyue L explode with 258K/257K sales via killer pricing and hybrids. BYD falters with 50%+ declines on key models, while Leapmotor C10 and Aito M8 emerge as EV stars; GAC's BU mergers signal traditional OEM reinvention. This shakeup underscores hybrids' resilience in the world's largest EV market.
2025 China SUV Shakeup: Tesla Slips, Geely Surges
China's 2025 SUV market saw Tesla Model Y hold #1 at 420,000 units despite a 13% drop, while Geely's Xingyue L and Boyue L exploded to 2nd/3rd with 258k/257k sales. NEVs like Aito M8 and Leapmotor C10 rose as black horses, but BYD models halved; fuel/hybrids proved resilient in a 12.1M-unit market. GAC's reforms and global tech trends signal intensifying smart EV battles.
BYD Hits 15M NEVs, Leaks FCB Sedan as Momenta Eyes Global AD
BYD celebrates 15 million NEVs produced, outstripping Tesla and VW, fueled by hits like Dolphin and Seagull. Spy shots leak the FCB Magnesium 9 sedan with LiDAR for 2026, while Momenta bags Grab investment to push robotaxis in Southeast Asia. These moves spotlight China's EV production dominance and global AD expansion.
Xiaomi's AI Leap & BYD's L3 Test: China EV Surge
Xiaomi's MiMo-V2-Flash AI model promises 'living' agents for EVs, while BYD advances L3 testing after 150,000+ km and confirms 16.5% PHEV efficiency gains via OTA. XPeng predicts L4 autonomy soon amid no AI bubble, as Ideal and peers crush smear campaigns. These moves highlight China's EV AI surge against Tesla and global rivals.
Chinese EVs Reshape Global Markets: India, Europe, Middle East
Chinese EVs drive global shifts: Maruti Suzuki's e VITARA eyes 45% alternative fuel share in India by 2027 with $28M infra push, as BYD/Chery claim 6.8% Europe market amid supplier layoffs. Faraday Future advances Middle East deliveries, underscoring China's ecosystem influence. EV penetration grows despite hurdles, forecasting 16% India sales rise in 2026.
Hongqi HS6 PHEV Launch: Powering China's EV Surge
FAW Hongqi launched the HS6 PHEV SUV on Dec 16 at 17.88万元, boasting 5.1L/100km efficiency, advanced ADAS, and cold-weather prowess amid Horizon's 10M-chip milestone for affordable city NOA. As EU eases 2035 ICE bans, this signals China's PHEV and smart tech leadership, poised to dominate global exports.
XPeng, Li Auto Secure L3 Licenses: China's AV Race Heats Up
XPeng and Li Auto snag L3 autonomous driving test licenses in Guangzhou and Beijing, joining Huawei's Shenzhen pilots after China's first production L3 approvals for Deepal SL03 and Arcfox Alpha S. This policy-driven surge highlights L3's role in the Chinese EV market, with XPeng eyeing full rollout by Q1 2025 amid debates on skipping to L4. Nvidia's H200 boost and AI advances from Xiaomi and Alibaba fuel the ecosystem for smarter vehicles.
China's L3 Autonomous EVs Approved: Changan, Zeekr Lead Charge
China granted its first L3 autonomous driving permits to Changan and Zeekr EVs for Beijing/Chongqing pilots on Dec 15, 2025, enabling hands-off driving up to 80 km/h. GWM's Ora 5 EV crossover launched Dec 16 at $14,160 with 580 km range, signaling a brand reboot amid sales slumps. These moves accelerate China's EV and ADAS leadership, eyeing global exports.
Wuling Bingo S Sells 24K, Zunjie S800 Hits 10K Milestone
Wuling Bingo S smashed 24,000 sales in its debut month, leading A0 pure EVs in tier-2/3 cities with strong configs up to 430km range. Huawei's Zunjie S800 hit 10,000 units in 200 days, topping luxury charts at 90万+ RMB with 85 NPS. LG Innotek preps 35 AI-EV innovations for CES 2026, underscoring China's EV spectrum from budget to premium.
China's Used EV Boom Meets Global Shifts: Key News
China's used NEV market soared to 829,000 trades in Jan-Jul 2025 (+39.1% YoY), fueled by Cha Boshi's battery detection services easing buyer fears. Globally, Ford cuts $19.5B in EV plans amid demand woes, while Musk's wealth tops $677B on Tesla's rally and SpaceX buzz. This divergence spotlights China's EV dominance in a shifting landscape.
China's L3 Autonomous EVs Approved: Market Booms
China approves its first L3 autonomous EVs—Changan Deepal SL03 and Lynk & Co Alpha S—for Beijing and Chongqing pilots, as the unmanned driving market eyes 400B yuan in 2025. Domestic luxury brands like Aito and NIO crush BBA sales with higher average prices, while Huawei declares intelligence a faster-growing necessity than electrification. Tesla's unmanned tests and surging AI infra signal global autonomous EV acceleration.
China EV News: XCU Hits 500K, L3 Approval, Power Deals
China's EV sector surges with Jingwei Hengrun's XCU hitting 500K units on Geely Xingyuan, MIIT approving two L3 autonomous models from Changan and BAIC BluePark, and Dongan Power's strategic lab with BAIC Manufacturing for off-road NEVs. These breakthroughs tackle wiring costs, boost autonomy, and enhance powertrains amid 2024's 9.5M NEV output. They solidify China's lead in software-defined vehicles and global EV competition.
Spy Shots: VW ID.Cross, Aston Martin Lagonda, Range Rover SV Revealed
Spy shots expose VW ID.Cross EV SUV with 420 km WLTP range launching 2025, Aston Martin Lagonda pure EV delayed to 2030 via Lucid tech, and 2027 Range Rover Sport SV power upgrade. These leaks reveal Western automakers' EV strategies amid fierce Chinese competition from BYD and NIO. Key insights into design, powertrains, and timelines shape the global shift to electrification.
Chinese EVs Dominate: Record Sales, AI Advances & Factory Milestones
Global EV sales smashed records at 2 million units in November 2025, with China's 1.32 million dominating amid BYD export highs and Tesla Shanghai's 400 millionth car. Funding surges for Deepal (6.12B RMB) and JAC (3.5B RMB) fuel smart platforms, while AI advances like DeepMind's 2028 AGI odds and具身智能 breakthroughs promise L4 'space robots.' EU price talks ease tariff fears, positioning Chinese EVs for global leadership.
BYD's Breakthrough VF-PMSM Patents Revolutionize EV Motors
BYD's four new VF-PMSM patents enable dynamic flux adjustment for superior EV motor efficiency across speeds, potentially adding real-world range without bigger batteries. Outpacing Tesla's fixed-flux tech, this bolsters China's 35% global EV dominance. A game-changer for affordable, long-range electric vehicles worldwide.
BYD's Seal 6 EV and Yangwang U8L: Urban Agility Meets Luxury Toughness
BYD's Seal 6 EV delivers 545 km range and sporty handling for $17k-$20k, ideal for urban China, while the $180k Yangwang U8L PHEV SUV shrugs off 2-ton tree drops with 1,160 km total range. These 2025 releases highlight BYD's mastery from mass-market to ultra-luxury EVs. Discover how they reshape the Chinese EV landscape and global competition.
China EV Battery Boom: Aulton IPO, CATL Dominates, BYD Zero Defects
Aulton files for Hong Kong IPO as China's top third-party battery swap provider with 521 stations and 206 daily swaps. CATL grabbed 43.71% of November's record 93.5 GWh EV battery installs, edging out BYD at 20.36%. BYD pushes 'Zero Defects' after 113 GWh Q3 production, targeting Toyota-level quality amid global expansion.
BYD, XPeng Lead Chinese EV Charge on Pricing Rules, Defamation Wins
China's SAMR unveiled auto pricing guidelines on December 12, 2025, prompting BYD, XPeng, NIO, and GWM to pledge transparency amid EV market turbulence. Courts simultaneously awarded these brands up to $283,000 USD in defamation wins against fake news creators. These moves signal a maturing Chinese EV sector focused on consumer trust and reputation defense.
Mainline Tech IPO Rush: L4 Trucks & CATL Battery Boom
Mainline Tech, China's L4 autonomous truck leader, files for Hong Kong IPO with 38.6B RMB valuation and 830+ deliveries, amid CATL's November battery sales dominance at 179.4 GWh total (52.7% YoY power growth). This duo underscores China's EV autonomy surge, with robust exports signaling global disruption. Investors eye scaled logistics and battery supply chains in 2026.
岚图追光L Shocks with 800V PHEV Tech Amid Trade Tensions
岚图's new 追光L 800V PHEV sedan launches at 27.99-30.99万元, crushing BBA rivals with 410km EV range, -25°C fast charging, and Huawei ADS 4.0. Xiaomi adds discounted 'quasi-new' SU7s ahead of 2025 NEV tax cuts, while Mexico slaps 50% tariffs on Chinese EVs, threatening export growth. These moves highlight China's tech edge amid rising global trade barriers.
XPeng's Bold FSD Bet Fuels China's EV Boom in 2025
XPeng's He Xiaopeng bets big on VLA matching Tesla FSD V14.2 by 2026 amid China's record 3112万辆 auto sales and 1478万辆 NEVs in Jan-Nov 2025. Exports hit 72.8万辆 monthly highs, with 53% NEV penetration signaling global disruption. Extended subsidies and AI trends position Chinese EVs for dominance.
Chinese EV News Update
Latest news from China's electric vehicle industry.
Chinese EVs Surge in Europe as AD Tech Hits Milestone
Chinese EVs overtook Korean rivals in Western Europe for the first time in September 2024 with 8% share and 77.5% YTD growth, defying EU tariffs. Tesla's FSD V12 unlocks end-to-end AD potential, while TTTech's MotionWise accelerates SDVs. This combo signals China's dominance in global EV and autonomy markets.
Chinese ICE Cars Dominate Overseas as Leapmotor Founder Boosts Stake
Chinese ICE vehicles from Chery and SAIC are dominating overseas markets like South Africa (16% share) and Chile (33%), exporting 4.57M units in 2024 amid EV slowdowns. Meanwhile, Leapmotor founder Zhu Jiangming boosted his stake for the third time (HK$108.6M), backing record deliveries of 536k units Jan-Nov 2025 despite a 33% stock drop. This showcases China's versatile EV and ICE strategies conquering global demand.
Chinese EV Sales Surge: Winners, Tariffs, and 2026 Plans
Leapmotor, Xiaomi, and XPeng have exceeded 2025 sales targets amid China's EV boom, with BYD and Geely poised to follow, but NIO and Great Wall lag. Mexico's 50% tariffs threaten exports, while Huawei's HarmonyOS alliance plans 10+ 2026 models and L3 driving. This mix of triumphs and tensions highlights China's EV market's global pivot.
XPeng's 2026 EV Blitz: 10+ Models, Robotaxis Lead Charge
XPeng unveils 2026 plans for 10+ EVs including three L4 Robotaxis with 3000 TOPS compute, as Tesla preps unsupervised Austin runs. Li Auto defends VLA with 3.12B km data amid debates, Voiture launches 1400km-range PHEV, and 47% of China first-time buyers target EVs. VW-XPeng's 18-month collab model lands Dec 31, fueling global robotaxi and smart EV races.
Horizon HSD Revolution: China's ADAS Set for L4 Leap
Horizon's Su Qing predicts end-to-end ADAS like HSD will deliver human-like L2 in 100k RMB cars within a year and nationwide L4 at passenger prices in 2-3 years, echoing Tesla FSD V12's revolution. Zhixing Tech lands five parking projects, four overseas, with 8TOPS BEV tech boosting global reach. This duo signals China's smart driving tech dominating EVs worldwide.
China EV Buzz: QNX Summit, Nio Rival Bust, N6 Hits 10K Orders
QNX's Shanghai summit unveiled ASIL D-certified SDV tech with partners like Geely, powering China's EV software shift. Dongfeng Nissan's N6 PHEV SUV smashed 10,000 orders in 10 days, fueling hybrid demand. XPeng secured a police win against AI deepfakes, highlighting digital risks in the booming Chinese EV market.
Li Auto's L4 Push & China's ADAS Surge in 2025
Li Auto plans a steering-wheel-free L4 EV in three years, fueled by massive AI investments amid China's 2025 ADAS boom where domestics dominate air suspension (88%+ share) and LiDAR (94% top 3). A new dry-process battery electrode tech promises greener production. This surge highlights China's EV innovation edge, reshaping global autonomous driving.
Chinese EVs Surge: New Models, L3/L4 Tech, 47% First-Time Buyers
China's EV sector explodes with Hongmeng Zhixing's multi-brand new cars like Zhijie V9 MPV and L3/L4 autonomy from 2025, Ideal's L4 'space robot' in three years, and Xiaomi's family SUV/GT/luxury trio. A Bloomberg survey shows 47% of first-time buyers favoring pure EVs, boosted by 5-min fast charging for 400-520km range. These moves deepen ecosystem ties and challenge global rivals amid Nvidia H200 approvals.
NIO Slams EREV Waste as BYD Dominates China EV Market
NIO Onvo's CEO blasts large EREV batteries as wasteful, touting profitable battery swaps amid 8,000-pack expansion. BYD leads China's NEV market with 23.2% November share, as Huawei's Luxeed V9 MPV promises L3 autonomy in 2026. These shifts signal declining range anxiety and smarter EV strategies in the world's top market.
岚图梦想家销量王炸！中国EV创新席卷高端市场
岚图梦想家 tops Nov 2025 premium MPV sales at 9,027 units with 400k RMB pricing and 55% BBA upgraders, powered by 800V hybrid tech. Li Auto secures world's first NG-eCall cert for EU exports, while Horus Power's awards spotlight DHT160 hybrid and 48.76% efficient methanol engines. These milestones signal China's EV ascent to global value leadership.
岚图梦想家销冠+理想NG-eCall: China EV Surge
Voiture's Mengxiangjia MPV topped November 2025 premium sales at 9,027 units with 400k RMB pricing, drawing 55% BBA switchers via 800V hybrid tech. Li Auto grabbed the first global NG-eCall 2024 cert for EU-ready safety, while Haosi Power's awards spotlight DHT160 hybrids and 48%+ efficient methanol engines. These wins mark China's EV shift to unbeatable value and global compliance.
XPeng Mona M03 Dominates as Tesla Model Y Rebounds in China EV Sales
XPeng's Mona M03 delivered 14,886 units in November 2025, commanding 40.53% of its 36,728 total, while Tesla's Model Y rebounded to 47,132 China retail sales amid export declines. These CPCA figures spotlight affordable sedans and SUVs fueling China's EV surge, with XPeng gaining ground on Tesla's domestic slowdown. The data signals shifting dynamics in the global EV market as year-end nears.
Chery Shatters Steel Records as NIO Onvo L90 Hits Roads
Chery and HBIS smashed the 2400 MPa hot-formed steel record, topping Xiaomi's 2200 MPa for superior EV safety structures. NIO's Onvo L90 Black Knight Edition launched deliveries at $31,060 via BaaS, offering 590 hp and 570 km range in a limited 999-unit run. These moves cement China's lead in EV materials and affordable luxury amid rising global competition.
Zeekr 8X Spy Shots: Tri-Motor PHEV Beast at 40万起
Zeekr unveils spy shots of the 8X PHEV SUV, a tri-motor performance flagship on the Haohan-S architecture with 1,030+ kW power and 3.1s 0-100 km/h acceleration. Priced from 400,000 RMB and launching Q1 2026, it targets the hot 45-50万 segment with lidar ADAS and 6C fast charging. This 'Hangzhou Bay Cayenne' intensifies China's PHEV wars against BYD and NIO.
Adient's China Seat JV Signals Foreign Supplier Surge Amid EV Shift
Adient's 49% stake in China's Shutzman forms a key JV for advanced EV seats, exemplifying foreign Tier 1s' China rush amid global ICE revival (EY: 50% consumer shift). This fusion enhances Chinese EV interiors while navigating tariffs and policy wobbles. Deeper localization promises tech upgrades for BYD, NIO, and beyond.