Changan Deepal

Chinese EVs Shift Gears on Hydrogen, JVs, Rivalry

China’s EV industry is entering a more complex phase, with Changan Deepal commercializing a hydrogen fuel-cell system, Chery promoting a new global joint-venture model, and Li Auto clashing publicly with a Nissan-linked rival over alleged unfair competition. The latest moves show that Chinese EVs are no longer just about BEV scale—they’re increasingly about hydrogen R&D, 800V platforms, global ecosystem exports, and fierce competition across the EV market.