4 Stories

NEV market

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.

Dec 22, 20254 min

Chinese EVsXCU control unit

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.

Dec 15, 20254 min

XPengVLA

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.

Dec 12, 20253 min

AdientChinese EVs

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.

Dec 9, 20253 min

NEV market

Chinese EV Boom: L3 Wins, Ideal Expands, 2026 Sales Surge

China EV News: XCU Hits 500K, L3 Approval, Power Deals

XPeng's Bold FSD Bet Fuels China's EV Boom in 2025

Adient's China Seat JV Signals Foreign Supplier Surge Amid EV Shift

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