22 Stories

Tesla

Tesla Faces Costly EV Pivot as VW Bets on China

Tesla’s Q2 results showed a sharp split between growth and profitability: revenue rose 26% to $28.24 billion and deliveries hit 480,000, but operating profit fell 57% as the company entered its biggest investment cycle yet. At the same time, Volkswagen China handed its 2027 Level 3 autonomous-driving roadmap to Horizon Robotics, while Porsche expanded restructuring plans—underscoring how the Chinese EV market, autonomy, and capital discipline are reshaping the global industry.

Jul 23, 202610 min

HuaweiTesla

China EV Market Surges as Smart Driving Spreads

China’s EV market is accelerating on two fronts in 2026: urban NOA installations hit 1.802 million in H1, while new family SUVs from Wey and Wuling show how quickly electrification is spreading across both premium and mass-market segments. Huawei leads smart driving volume, Tesla and Momenta remain key rivals, and the next big battleground is bringing advanced ADAS and electrified six-seat SUVs below RMB 200,000.

Jul 17, 202610 min

XiaomiBYD

Xiaomi and China EVs Push Into a Smarter Era

Xiaomi’s SkyNomad teaser, Li Auto’s upcoming i9, BYD’s 17 millionth NEV, and China’s record 1.037 million vehicle exports in June show how fast the Chinese EV market is moving beyond price wars. The sector is increasingly defined by intelligent family cabins, 800V platforms, export scale, and the growing convergence of EVs with robotics, lidar, and AI.

Jul 10, 202610 min

TeslaXiaomi Auto

Tesla and Xiaomi Drive a Crucial EV Turning Point

Tesla, Xiaomi, and Momenta made July 8 a pivotal day for the EV market, with Tesla reporting 1.636 million 2025 deliveries and assisted-driving major crash rates at one-eighth of the U.S. average, while Xiaomi teased its new SkyNomad family SUV line. The bigger story is that Chinese EV competition is shifting beyond hardware into ADAS, OTA software, solid-state batteries, and global scale, with Momenta’s HK$70 billion debut showing how valuable automotive AI has become.

Jul 9, 20269 min

XPengMONA L03

XPeng MONA L03 Signals a Sharp New EV Push

XPeng’s MONA L03 has entered presale at RMB 143,800 ahead of its July 16 launch, quickly setting a same-period presale record for the brand. With BEV and EREV versions, up to 1,500 TOPS of compute, 625 km CLTC EV range or 1,330 km combined range, the new SUV arrives as China tightens L2 ADAS rules and Tesla raises the competitive bar with 480,126 global Q2 deliveries.

Jul 3, 202610 min

VoyahTesla

Voyah Surges as Tesla Rebounds in Global EV Race

Voyah posted 14,223 June deliveries, up 41% year-on-year, as its premium SUV and MPV lineup gains traction in China's competitive EV market and supports a faster global expansion plan. Meanwhile, SAIC Audi's E7X reached its 4,007th delivery and Tesla is expected to report 402,780 Q2 global deliveries, highlighting how intense the race has become across premium electric vehicles, battery tech, and autonomous driving features.

Jul 1, 20268 min

TeslaGAC

China EV Tech Surges as Tesla Expands in Europe

China’s EV ecosystem is expanding beyond cars, with Zhicheng AI raising fresh funding for embodied AI and humanoid robots, while Huilun Technology and GAC target a 10,000-unit robot production line. At the same time, Tesla plans to lift Berlin output by 20% to 7,500 vehicles per week from October, highlighting how EV manufacturing, AI and robotics are becoming increasingly interconnected.

Jun 26, 20269 min

TeslaLi Auto

Tesla and Li Auto Reshape China EV AI Race

Tesla, Li Auto, Huawei and Momenta are all pushing the Chinese EV race deeper into AI, autonomous driving and full-stack vehicle technology. Tesla says Grok-powered FSD voice control could arrive in about three months, Li Auto is betting on its 1,280-TOPS Mach M100 chip, Huawei ADS has surpassed 12 billion km of assisted-driving mileage, and Momenta is reportedly targeting a $1 billion Hong Kong IPO at a $9 billion valuation.

Jun 22, 202610 min

SAICMG

SAIC Accelerates Europe Push With Spain EV Plant

SAIC Motor plans to build its first EU factory in Spain’s Galicia region, investing about €200 million in a new MG-focused new-energy vehicle plant with eventual annual capacity of 120,000 units and roughly 1,000 direct jobs. The move highlights how Chinese EV makers are shifting from exports to deep localization in Europe, even as China expands rural NEV support and Tesla adjusts strategy in the US with certified pre-owned Cybertruck sales.

Jun 3, 20268 min

XPengTesla

XPeng GX Surges as Tesla FSD Expands Globally

XPeng's new GX flagship SUV got off to a flying start, securing 24,863 orders within 12 hours at a starting price of RMB 269,800, while Tesla expanded supervised FSD in Europe and listed China among supported markets. Together, the updates show how the Chinese EV industry is shifting toward AI, Robotaxi-derived technology, and smart-driving competition rather than pure hardware alone.

May 21, 20268 min

BYDNIO

China EV Industry Faces OTA Scrutiny, Export Shift

Major automakers including Tesla, BYD, XPeng, NIO and Zeekr have denied online claims linking them to China’s alleged OTA “battery locking” probe, but the controversy highlights how critical software transparency has become in the EV era. At the same time, joint ventures from Volkswagen to Kia, BMW and Nissan are increasingly using China as a global export and R&D base, underscoring China’s growing role in batteries, smart driving, and automotive manufacturing.

May 9, 202610 min

TeslaXPeng

Tesla and XPeng Signal a New EV AI Arms Race

Tesla and XPeng have underscored how the Chinese EV market is shifting into an AI-led competition. Tesla's Shanghai factory delivered more than 79,000 vehicles in April while the company expanded US data annotation hiring for FSD and Optimus, and XPeng said its second-generation VLA system now accounts for over 50% of users' real-world driving mileage. Together, the updates show that real-world data, autonomous driving adoption, and software execution are becoming as important as EV production scale.

May 8, 20269 min

TeslaGeely

Tesla China FSD, Geely Europe Push Reshape EV Race

Tesla is reportedly testing full FSD v14.2 with more than 1,000 employee vehicles in China ahead of a possible Q3 rollout, while Geely is said to be eyeing Ford’s Spain plant to accelerate its European EV push and reduce tariff exposure. Add Xiaomi SU7’s 80,000 locked orders in 48 days and growing localization in automotive components, and the message is clear: the Chinese EV market is now being shaped by software, global manufacturing and supply-chain control as much as by the cars themselves.

May 7, 20268 min

BYDTesla

China EV Market Surges as Beijing Auto Show Reshapes

China’s EV market in March 2026 was led by Tesla Model Y at 42,662 units and Geely Galaxy Xingyuan at 40,613, while BYD dominated with five models in the top 10 totaling nearly 129,600 sales. At the same time, the Beijing Auto Show confirmed the next battleground for Chinese EVs: 800V platforms, ultra-fast charging, AI cockpits, L3 autonomous driving, and advanced battery tech from suppliers like EVE Energy.

Apr 30, 202611 min

TeslaCATL

Tesla AI5 and CATL Spark China EV Power Shift

Tesla’s AI5 chip tape-out, CATL’s RMB 129.13 billion Q1 revenue surge, and China’s tougher L2 assisted-driving rules show how the Chinese EV market is shifting from a pure sales race to a battle over compute, batteries and safety compliance. With XPeng’s GX luxury SUV entering presales and supply-chain players improving smart cockpit manufacturing at scale, the next phase of competition will be defined by full-stack execution.

Apr 16, 202612 min

Huawei ADSBYD

Huawei ADS and BYD Signal China EV Power Shift

Huawei is pushing advanced driver assistance into the mass market with its four-tier Qiankun ADS lineup, while Wuling’s Huajing S could bring urban NCA to the RMB 150,000-200,000 segment as standard. At the same time, BYD led Australia’s EV market in Q1 2026 with 9,954 sales versus Tesla’s 7,260, underscoring how Chinese EV brands are gaining strength both at home and abroad.

Apr 9, 202610 min

HuaweiSAIC-GM-Wuling

Huawei, Wuling and Tesla Reshape the EV Race

SAIC-GM-Wuling and Huawei have launched the Huajing S, a six-seat SUV priced at RMB 150,000-200,000 that brings urban NCA, highway assist, and smart parking into China’s mainstream EV market. At the same time, Tesla has started rolling out FSD V14.3 in the US while Shanghai delivered 213,000 vehicles in Q1, and Leapmotor surged to the top of Italy’s BEV market with a 2,827% March sales jump.

Apr 8, 20269 min

TeslaBMW

China EV Shift: Luxury, AI, and Tesla’s New Push

China’s EV market is entering a new competitive phase as Porsche and Mercedes adopt more pragmatic China strategies, BMW and Audi accelerate smart EV rollouts, and Tesla expands the six-seat Model Y L beyond China after strong early deliveries. At the same time, AI startup ModelBest has raised several hundred million yuan, underscoring how edge AI, autonomous driving, and smart cockpit technology are becoming central to the future of Chinese EVs.

Apr 7, 202610 min

SVOLTBYD

Chinese EVs Face Reset as Exports and ADAS Rise

China’s EV industry entered 2026 with mixed signals: global January new-energy vehicle sales fell 6% to 1.183 million units, but demand outside China and the US still grew 36%. At the same time, SVOLT’s overseas battery shipments climbed to 1.66 GWh in January-February, or enough for 30,000+ EVs, while stricter Chinese ADAS rules are reshaping how automakers launch and market intelligent driving features.

Mar 11, 202610 min

Chinese EVsTesla

China's EV Giants Ignite 7-Year Low-Interest Loan War

China's 2026 EV market explodes into a 'financial war' as Tesla's 7-year 0.98% loans for Model 3/Y prompt Xiaomi, Li Auto, XPeng, and Geely to counter with similar schemes, slashing monthly payments to lure buyers. While bank loans offer quick ownership, rivals' financing leases hide higher true costs (up to 4.7% rates) and risks like delayed title transfer. This shift from price wars boosts sales but erodes profits, contrasting global EV gains in Thailand amid UK slumps.

Jan 29, 20264 min

Wuling MINI EVBYD

Chinese EVs Dominate: BYD Tops Tesla, Wuling Hits 435K Sales

In 2025, Wuling's Hongguang MINI EV family sold 435,598 units, hitting 1.85M cumulative and owning China's micro NEV market. BYD dethroned Tesla as global EV sales champ, surging 428% in Italy amid a 2.12% market slump. Seres' court win against an infringing blogger reinforces brand protection in the booming Chinese EV sector.

Jan 4, 20263 min

NIO OnvoBYD

NIO Slams EREV Waste as BYD Dominates China EV Market

NIO Onvo's CEO blasts large EREV batteries as wasteful, touting profitable battery swaps amid 8,000-pack expansion. BYD leads China's NEV market with 23.2% November share, as Huawei's Luxeed V9 MPV promises L3 autonomy in 2026. These shifts signal declining range anxiety and smarter EV strategies in the world's top market.

Dec 9, 20254 min