11 Stories

battery electric vehicles

BYD Extends EV Lead With Seagull and Yangwang Push

BYD is strengthening its EV lead over Tesla by attacking the market from both ends: a more upscale second-generation Seagull is set to reinforce its affordable EV dominance, while Yangwang is preparing an ultra-luxury flagship that could debut BYD’s first solid-state battery. With the Seagull family already topping 152,000 sales in H1 2026 and BYD continuing to challenge Tesla in quarterly BEV volume, the Chinese EV giant is expanding its influence across the global EV market.

Oct 4, 20268 min

SAICXPeng

China EV Weekly: AI, Europe, and Smarter Mobility

This week in the Chinese EV market, GAC Aion’s N60 shocked better-equipped rivals by scoring 117.81/120 in a tough urban NOA test, while Changan and Huawei expanded their partnership into AI models, compute, and digital infrastructure. Meanwhile, SAIC moved closer to a €200 million MG plant in Spain, and XPeng’s fast-growing European EV business gained another boost through Porsche’s planned 2026-2027 emissions pooling deal.

Aug 16, 202610 min

VoyahTesla

Voyah Surges as Tesla Rebounds in Global EV Race

Voyah posted 14,223 June deliveries, up 41% year-on-year, as its premium SUV and MPV lineup gains traction in China's competitive EV market and supports a faster global expansion plan. Meanwhile, SAIC Audi's E7X reached its 4,007th delivery and Tesla is expected to report 402,780 Q2 global deliveries, highlighting how intense the race has become across premium electric vehicles, battery tech, and autonomous driving features.

Jul 1, 20268 min

ZeekrLeapmotor

Zeekr Hits 800,000 Deliveries as China EVs Evolve

Zeekr has surpassed 800,000 cumulative deliveries in under five years, highlighting the growing strength of China’s premium EV segment. At the same time, Leapmotor says pure EV adoption is accelerating even as PHEV and EREV models retain regional relevance, while new Chinese EV safety standards and AI advances from Alibaba signal a more mature, technology-driven Chinese EV market.

Jun 17, 202610 min

HuaweiHarmonySpace 6

Huawei, UK EV Rules, Qwen-Robot Reshape Mobility

Huawei’s HarmonySpace 6, the UK’s planned ZEV policy rollback, and Alibaba’s new Qwen-Robot models highlight how the EV market is being reshaped by software, regulation, and AI. Huawei is betting that AI tuning and ecosystem integration matter more than raw speaker counts, while the UK may cut its 2030 BEV sales target from 80% to 50% even as EV sales rose 34.2% in May. Together, the stories show that the future of Chinese EVs will be defined by intelligent cockpits, policy shifts, and embodied AI as much as by hardware.

Jun 16, 202610 min

Xiaomi AutoLeapmotor

Xiaomi, Leapmotor Drive China EV Expansion

China’s EV sector saw three important June 12 developments: Xiaomi Auto previewed a home charging robotic arm for Q4 2026 launch, Leapmotor began rolling out the Lafa5 across 26 European markets, and Xinlian Integrated announced a RMB 20 billion chip fab expansion. Together, the moves show how Chinese EV competition is shifting beyond cars alone toward smarter charging, global exports, and stronger semiconductor supply chains.

Jun 13, 20268 min

SAICMG

SAIC Accelerates Europe Push With Spain EV Plant

SAIC Motor plans to build its first EU factory in Spain’s Galicia region, investing about €200 million in a new MG-focused new-energy vehicle plant with eventual annual capacity of 120,000 units and roughly 1,000 direct jobs. The move highlights how Chinese EV makers are shifting from exports to deep localization in Europe, even as China expands rural NEV support and Tesla adjusts strategy in the US with certified pre-owned Cybertruck sales.

Jun 3, 20268 min

TeslaXPeng

Tesla and XPeng Signal a New EV AI Arms Race

Tesla and XPeng have underscored how the Chinese EV market is shifting into an AI-led competition. Tesla's Shanghai factory delivered more than 79,000 vehicles in April while the company expanded US data annotation hiring for FSD and Optimus, and XPeng said its second-generation VLA system now accounts for over 50% of users' real-world driving mileage. Together, the updates show that real-world data, autonomous driving adoption, and software execution are becoming as important as EV production scale.

May 8, 20269 min

GeelyZeekr

Geely and Arcfox Push China EVs Into AI Era

Geely has launched China’s first mass-produced cockpit-driving fusion AI architecture, with the Zeekr 8X debuting its WAM-based Super Eva and G-ASD 4.0 stack, backed by up to 1,400 TOPS and five lidar units. At the same time, Arcfox’s Wenjie V9 shows that premium Chinese EVs are also competing on luxury, acoustics, suspension, and cabin comfort — a sign that the EV market is evolving far beyond battery specs alone.

Apr 18, 202610 min

HuaweiSAIC-GM-Wuling

Huawei, Wuling and Tesla Reshape the EV Race

SAIC-GM-Wuling and Huawei have launched the Huajing S, a six-seat SUV priced at RMB 150,000-200,000 that brings urban NCA, highway assist, and smart parking into China’s mainstream EV market. At the same time, Tesla has started rolling out FSD V14.3 in the US while Shanghai delivered 213,000 vehicles in Q1, and Leapmotor surged to the top of Italy’s BEV market with a 2,827% March sales jump.

Apr 8, 20269 min

Chinese EVsNIO

Chinese EVs: Smart Driving Wins, UK Value Slides

China’s EV sector is moving into a tougher, more software-defined era. In D1EV’s Jinhua smart driving final, Xingjiyuan ET set a record 112.05-point win, while BAIC advanced its AI and multimodal perception strategy and UK data showed nearly-new cars losing 37% of value in under a year as Chinese EV competition intensifies. Together, the stories highlight how Chinese EV brands are reshaping autonomous driving, supply chains, and global pricing dynamics.

Mar 23, 20269 min