7 Stories

Volkswagen

NIO Leads as VW Faces EV Pressure Worldwide

NIO has expanded its China energy network to 9,184 charging and battery-swapping stations, including 4,012 swap stations, with cumulative swaps surpassing 120 million. At the same time, Volkswagen’s controlling shareholders are demanding urgent reform as Chinese EV competition, falling battery costs, and faster development cycles reshape the global EV market.

Aug 10, 20268 min

TeslaVolkswagen

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

VolkswagenChinese EVs

Volkswagen China EV Push Gains Urgency in 2026

Volkswagen has revealed two important China-market EVs: the 496 hp ID. Unyx 09 fastback and the LiDAR-equipped ID. Aura T6 SUV. With local battery suppliers, Chinese software partnerships, and a sharper focus on assisted driving, these models show how urgently Volkswagen is adapting as its China deliveries fell 41.4% year over year in June 2026.

Jul 11, 20268 min

XPengVolkswagen

XPeng and VW Signal EV Software Power Shift

XPeng’s new X-Mind framework and China’s fast-rising OTA ecosystem highlight how Chinese EV brands are turning AI, smart cockpits, and software-defined vehicles into core competitive advantages. At the same time, Volkswagen’s reported plan to cut up to 100,000 jobs shows the mounting pressure on legacy automakers as the global EV market shifts toward software, autonomy, and recurring digital revenue.

Jun 30, 20268 min

CATLBosch

CATL, Bosch, VW Signal EV Supply Chain Reset

CATL, Bosch, and Volkswagen delivered three major signals on June 26 that highlight a global EV supply chain reset. CATL opened direct online battery cell sales to smaller integrators with a minimum order of just three boxes, while Bosch changed CEOs and Volkswagen reportedly weighed up to 100,000 job cuts and four plant closures. Together, the moves show how Chinese battery leaders are expanding influence as European suppliers and automakers scramble to cut costs and restructure.

Jun 27, 20268 min

BYDDenza

BYD, VW and Nio Redraw China EV Strategy

BYD, Volkswagen, and Nio are taking sharply different paths in China’s EV market: BYD lifted Denza’s image with an $811,000 Cannes charity auction sale, Volkswagen launched the software-focused ID. UNYX 07 at just 109,900 yuan, and Nio said it will slow overseas expansion to focus on domestic growth and profitability. Together, the moves show how the Chinese EV industry is evolving from a simple sales race into a broader battle over luxury branding, smart vehicle technology, pricing, and capital efficiency.

May 24, 202610 min

VolkswagenLuxeed

Chinese EVs Shift Fast as Quality, Retail Evolve

China’s EV market is entering a new phase, with J.D. Power’s 2026 NEV quality study showing industry complaints rose to 231 PP100 while software, infotainment, and ADAS issues increasingly replace battery faults as the main pain points. At the same time, Volkswagen is expanding its China EV retail strategy for the 800V ID. Unyx 08, while Luxeed has named former Huawei/Honor executive Guo Rui as CEO and revealed the tech-heavy V9 flagship MPV.

Apr 2, 202612 min