15 Stories

Chinese EV market

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

CALBHenkel

China EVs: AI Jobs Shift and Battery Alliances

China’s EV industry is entering a new phase where AI is reshaping workflows more than eliminating jobs, while battery leaders such as CALB deepen global technology partnerships. With auto sector profits down 19.5% in H1 2026, companies are balancing cost pressure, talent shortages, and next-generation battery innovation—just as Tesla’s Roadster delay highlights the gap between ambitious promises and industrial execution.

Sep 30, 202610 min

MazdaBYD

Mazda EZ-60 Adds LiDAR as BYD Seagull Goes RWD

Mazda has updated the EZ-60/CX-6e in China with Hesai LiDAR, urban and highway NOA functions, and prices starting as low as 113,900 yuan, underscoring how quickly advanced ADAS is moving into the mainstream EV market. At the same time, BYD’s second-generation Seagull appears set for a major leap with rear-wheel drive, a 95 kW motor, multi-link rear suspension, and a front trunk — further raising the bar for Chinese EVs at the affordable end of the market.

Sep 27, 20269 min

HuaweiGAC Group

Huawei-Backed Qijing GX7 Signals EV Shift

Huawei-backed Qijing Auto is using the upcoming GX7 to make a bold claim: China’s next-generation smart SUVs will be built around L3 autonomous driving architecture from the start, not upgraded into it later. With 38 sensors, Huawei ADS 5, 550 kW of power, and 1,500 km-plus range, the GX7 highlights how quickly Chinese EVs are advancing—while Faraday Future’s Middle East robot delivery and Volkswagen’s reported German plant cuts show the wider industry is being reshaped by AI, electrification, and cost pressure.

Sep 3, 20269 min

GAC AionHuawei ADS

Huawei, GAC Aion Lead China’s Smart EV Shift

China’s latest EV headlines show a decisive shift toward software-defined competition: GAC Aion’s low-cost N60 stunned D1EV’s smart-driving contest with a 91.96-point final win after a WeRide WRD 3.0 OTA, while Huawei-backed Shangjie Z7/Z7T passed extreme wet-road safety tests at up to 121 km/h. Together with fresh funding for embodied robotics startup Xuanchuang, the news highlights how Chinese EVs are increasingly competing on algorithm efficiency, integrated safety, and autonomy beyond passenger cars.

Aug 31, 20269 min

MazdaMG

Mazda CX-6e, MG 07 Lead China EV Week’s Big Shifts

Mazda’s refreshed CX-6e has opened pre-sales in China with roof-mounted LiDAR, urban and highway NOA-style assisted driving, and expected LiDAR-trim pricing from about 160,000 yuan. At the same time, MG’s new MG 07 surged past 10,000 firm orders in just 1 minute 57 seconds, while a massive China recall covering brands including Tesla, Geely, Xiaomi, and XPeng shows safety compliance is becoming as critical as EV range, charging, and autonomous driving tech.

Aug 23, 202610 min

AvatrJetour

Chinese EVs Surge as Avatr, Jetour, EVE Expand

China’s EV market is entering a sharper new phase, with the Avatr 06T, Zeekr 007, NIO ET5T, Lynk & Co 07 EM-P, and Shangjie Z7T showing how premium Chinese EVs now compete on ADAS, charging, suspension, and cabin tech—not just electrification. At the same time, Jetour’s new Shanhai L7 PLUS starts at RMB 119,900, while battery giant EVE Energy posted H1 2026 revenue of RMB 45.69 billion and net profit up 105.66%, underscoring how vehicle innovation and battery scale are advancing together.

Aug 20, 202612 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

BYDGWM

Chinese EV SUVs Surge as GWM, Avatr, BYD Push Upmarket

GWM, Avatr, and BYD have unveiled three very different answers to China’s booming premium SUV market: the long-range hybrid Wey V8X, the Huawei ADS 5-equipped Avatr 07L, and the 1.458 million yuan Yangwang U8L luxury flagship. Together, they show how Chinese EV brands are moving beyond price competition and into a new fight over fast charging, autonomous driving, and high-end positioning.

Aug 9, 20268 min

MomentaUber

Momenta’s Germany Win Signals EV Autonomy Shift

Momenta’s nationwide L4 test permit in Germany is a major milestone for Chinese autonomous driving, giving the company a rare regulatory breakthrough in Europe while Uber deepens its investment ties. At the same time, China is tightening rules around ADAS ‘blue lights,’ Huawei-backed MPVs are scaling fast with over 10,000 monthly deliveries for the Stelato V9, and AI funding from players like Moonshot AI is reshaping the broader intelligent EV ecosystem.

Jul 30, 20269 min

CATLGAC Group

CATL, GAC-Huawei and ROHM Signal EV Shift

CATL, Qijing and ROHM each revealed a different side of China’s fast-evolving EV market this week: CATL is raising RMB 5 billion to support battery production, Qijing is managing a GT7 launch controversy ahead of May 29 presales, and ROHM has introduced 80V MOSFETs for emerging 48V automotive systems. Together, the developments show that Chinese EV competition is now being shaped not just by vehicles, but by battery financing, brand execution, and next-generation power electronics.

May 28, 20269 min

CheryExeed

Chery EX7 Leads Chinese EV Push as Geely Eyes No.1

Chery’s Exeed EX7 has opened global blind orders with an aviation-grade electronic-mechanical braking system, up to 726 km of EV range, and a broader solid-state battery roadmap in view. At the same time, Geely says it wants to overtake BYD as China’s top-selling automaker in 2026 after posting 345.2 billion yuan in 2025 revenue, while Nio’s Firefly is launching a new special edition to counter a February delivery dip to 2,657 units.

Mar 19, 202610 min

Nissan SylphyAito M9

Nissan Sylphy vs Aito M9: China's EV Shift Exposed

Nissan Sylphy defies China's 60% EV surge with 20k+ monthly sales in cities like Foshan, while Aito M9 hits 260k deliveries in two years, dominating 500k RMB luxury PHEVs. Ideal CEO Li Xiang pushes voice-AI cockpits as the next frontier, highlighting the fuel-to-tech transition reshaping markets. This duality signals Chinese EVs' global prowess in affordability and premium innovation.

Dec 27, 20254 min

BYDPHEV

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.

Dec 23, 20254 min

Mainline TechL4 autonomous trucks

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.

Dec 13, 20254 min