7 Stories

battery swapping

BYD Expands Fast With Robots, Trucks and Charging

BYD is broadening its reach far beyond passenger EVs, unveiling its first self-developed humanoid robot, reaching 150,000 commercial NEV production units, and doubling down on electric trucks with the Q3 semi. But Golden Week data also showed NIO’s battery-swapping network delivered about 44 sessions per station on peak day versus BYD’s 15.5, highlighting that charging efficiency remains a crucial front in the Chinese EV market.

Oct 10, 20268 min

HuaweiSeres

Huawei, XPeng, NIO Signal China EV’s Next Phase

Huawei and Seres are reportedly renegotiating the AITO model just as XPeng and NIO post strong September results, highlighting a new phase in China’s EV market. XPeng delivered 41,256 vehicles and expanded its AI and charging footprint, while NIO delivered 37,408 vehicles and grew its battery-swapping network to 4,125 stations. Together, the updates show that Chinese EV competition is increasingly centered on software, infrastructure, and partnership governance—not just vehicle launches.

Oct 2, 202610 min

NIOVolkswagen

NIO Leads as VW Faces EV Pressure Worldwide

NIO has expanded its China energy network to 9,184 charging and battery-swapping stations, including 4,012 swap stations, with cumulative swaps surpassing 120 million. At the same time, Volkswagen’s controlling shareholders are demanding urgent reform as Chinese EV competition, falling battery costs, and faster development cycles reshape the global EV market.

Aug 10, 20268 min

BYDXiaomi SU7

Chinese EVs Reshape 2026 Auto Show and Global Race

Chinese EV makers are reshaping the global auto industry, with Ford CEO Jim Farley openly praising BYD’s cost competitiveness and Xiaomi’s SU7 as a more relevant benchmark than Tesla in some areas. Meanwhile, the 2026 Beijing Auto Show will span 380,000 square meters with 1,451 vehicles, and Vietnam’s VinFast plans 60,000 battery-swapping cabinets, showing how fast the wider Asian EV ecosystem is scaling.

Apr 20, 202610 min

DongfengCATL

China Commercial EVs Hit a Crucial 2026 Turning Point

At the 2026 Commercial Vehicle Industry Development Conference in Shiyan, China’s truck and bus sector signaled a decisive shift toward electrification, intelligent connected vehicles, and global expansion—while openly warning that price wars and weak profitability remain major risks. Key outcomes included a new focus on battery separation for electric heavy trucks, 35 innovation technology cases, and stronger calls for industry discipline as China’s commercial EV market enters a critical new stage.

Mar 27, 20269 min

NIOCATL

NIO, CATL and Honda Signal EV Industry Turning Point

China’s EV industry is entering a tougher, more mature phase. NIO is investing RMB 9.8 billion in battery infrastructure, CATL posted RMB 72.201 billion in net profit with a 39.2% global EV battery share, and Honda warned of its first annual net loss since listing as it rethinks EV strategy. At the same time, China’s 3.55 million-vehicle recall tally shows software bugs and battery safety are becoming the defining risks of the smart EV era.

Mar 15, 202611 min

Aulton IPOCATL battery share

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.

Dec 13, 20254 min