7 Stories

NEV market

CATL and BYD Reshape China’s EV Power Balance

CATL and BYD are tightening their grip on China’s EV industry from opposite ends of the value chain. CATL posted a remarkable 20.7 billion yuan Q1 2026 net profit and held 46.4% of China’s battery market, while BYD expanded its 1,500-kW flash-charging network to 6,682 chargers across 321 cities as China’s June NEV retail sales are forecast at 1.05 million units.

Jun 19, 20269 min

Tesla CybertruckChinese EVs

Cybertruck Sales Plunge: China's EV Edge in 2026

Tesla Cybertruck US sales crashed 48% to 20,000+ units in 2025, the worst EV drop, amid China's record 30.1M car sales and 51%+ NEV penetration. Facing 2026 stock-market battles and global tariffs, Chinese brands eye tech-driven growth like GAC's 3.3B RMB eVTOL orders. This signals a shift to premium, intelligent EVs and ecosystem value.

Jan 21, 20263 min

XPengVLA

XPeng's VLA Leap: 10万 Tests & 2025 EV Revolution

XPeng's 2026 P7+ and G7 debut second-gen VLA with 2250 TOPS AI amid 10万+ EV testing debates and 2025's NEV surge to 56.6% penetration. L3 approvals and ad crackdowns signal quality over hype in China's restructuring market. This fusion of rigorous validation and end-to-end intelligence positions leaders like XPeng for global dominance.

Dec 31, 20254 min

Chinese EVsL3 autonomous driving

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