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Tesla AI5 and CATL Spark China EV Power Shift
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.

12 min
BYD e7 and China EV Tech Shift Reshape Market
BYDXPeng

BYD e7 and China EV Tech Shift Reshape Market

BYD has launched the Linghui e7, a mid-size electric sedan priced from RMB 95,800 with up to 550 km CLTC range, ultra-fast charging, and a battery rated for 600,000 km life. At the same time, D1EV’s latest smart-driving tests suggest Chinese ADAS leaders such as XPeng, Horizon, and Bosch-WeRide are rapidly advancing one-stage end-to-end autonomous driving, while a new US tariff refund process adds fresh uncertainty to the global EV market.

8 min
XPeng, Seyond Signal China EV’s Smarter Next Phase
XPengSeyond

XPeng, Seyond Signal China EV’s Smarter Next Phase

XPeng, Seyond and China’s latest export data together show how the Chinese EV market is moving beyond price wars into a smarter, more globally diversified phase. XPeng’s 2026 MONA M03 took 10,000 orders in 37 minutes, Seyond posted RMB 1.102 billion in 2025 revenue with first-time positive gross margin, and China’s NEV exports surged in markets such as Brazil, the UK and the UAE.

12 min
Huawei, XPeng Lead China EV Tech Shift in 2026
HuaweiXPeng

Huawei, XPeng Lead China EV Tech Shift in 2026

China’s EV sector is moving beyond pure vehicle sales into AI, software-defined cars, battery traceability, and advanced safety systems. Huawei’s intelligent automotive revenue jumped 72.1% to RMB 45.02 billion, XPeng rebranded as XPeng Group to pursue “physical AI,” and China’s new battery recycling rules now impose full-chain oversight. Together with Xiaomi’s upgraded SU7 AEB and APG’s fast-growing brake electronics business, the trend is clear: the next Chinese EV race will be won on intelligence, safety, and supply-chain control.

10 min
XPeng Leads China EV Shift as Robotaxis Surge
XPengWeRide

XPeng Leads China EV Shift as Robotaxis Surge

XPeng’s new Robotaxi business unit, WeRide’s 90% revenue growth, and Huawei’s 50 million smart-driving uses show how China’s EV market is shifting beyond hardware into autonomous mobility and software-defined vehicles. At the same time, the updated Audi Q4 e-tron and Chery Tiggo 9 highlight how both global and Chinese automakers are racing to improve cockpit tech, electrification, and competitiveness in the world’s most dynamic EV market.

10 min
Chinese EVs: Smart Driving Wins, UK Value Slides
Chinese EVsNIO

Chinese EVs: Smart Driving Wins, UK Value Slides

China’s EV sector is moving into a tougher, more software-defined era. In D1EV’s Jinhua smart driving final, Xingjiyuan ET set a record 112.05-point win, while BAIC advanced its AI and multimodal perception strategy and UK data showed nearly-new cars losing 37% of value in under a year as Chinese EV competition intensifies. Together, the stories highlight how Chinese EV brands are reshaping autonomous driving, supply chains, and global pricing dynamics.

9 min
XPeng Tops 2025 China City NOA Challenge as EVs Export 832M Units
XPengCity NOA

XPeng Tops 2025 China City NOA Challenge as EVs Export 832M Units

XPeng dominated the 2025 China Intelligent Driving Challenge with 1173 points in urban NOA races, edging Huawei rivals like Aito and ZEEKR. China's EV exports soared to 8.32 million units (+30%), led by 3.43 million NEVs including 1.11 million PHEVs from BYD and Chery. This dual success signals maturing ADAS tech and ecosystem exports reshaping global markets.

4 min
IM Motors' ADAS Leap:智驾大赛 Insights & 2026 Plans
IM Motors智驾大赛

IM Motors' ADAS Leap:智驾大赛 Insights & 2026 Plans

IM Motors shared its智驾大赛 evolution at the 2025 gala, from early flops to top-3积分榜 (908.77 pts), unveiling R6 model (400k+ km tested) and 2026 combo ADAS goals. Amid 22-brand battles across 24 cities, with Avatr/XPeng leading, the event highlights China's ADAS scale-up and safety focus. Bosch's full-stack push signals global ripple effects for urban NOA.

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

4 min
China's EV Battery Recycling Rules & Global Shifts
Chinese EVsbattery recycling

China's EV Battery Recycling Rules & Global Shifts

China's new EV battery recycling rules, announced January 16, 2026, tackle 1M+ tons of annual retirements by 2030 with digital IDs and producer accountability. Australia's electrified sales overtook gasoline in Dec 2025 (35K units), led by BYD and XPeng, while Honda slashes Fit prices amid EV dominance. These shifts highlight Chinese EVs reshaping global markets sustainably.

4 min
XPeng's 2026 Revolution: VLA AI, New EVs Shake Chinese Market
XPengVLA AI

XPeng's 2026 Revolution: VLA AI, New EVs Shake Chinese Market

XPeng ignites 2026 with second-gen VLA physical AI for L4 driving and Robotaxi tests, launching P7+ (1550km EREV) and G7 (1704km world's longest SUV) in 36 countries. Xiaomi pledges 200B CNY R&D for AI-chip-OS trifecta, Zeekr secures China's largest L3 license, amid H200 chip approvals. This AI surge cements China's EV dominance, eyeing global self-driving revolution.

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

4 min
Xpeng X9 Upgrade & Mona M03 Boost: Zeekr Goes Private
XpengZeekr

Xpeng X9 Upgrade & Mona M03 Boost: Zeekr Goes Private

Xpeng upgrades its top-selling X9 MPV to 750 km range with 2250 TOPS AI chips and expands Mona M03 sedan options to 640 km, while Zeekr delists from NYSE after Geely merger. These moves boost Xpeng's dominance in China's BEV MPV and A-segment markets amid Geely's EV consolidation. Key for global players eyeing premium tech and affordable range.

4 min
BYD's Charging Sharing, Jetour's Global Push Reshape Chinese EV Landscape
BYDJetour

BYD's Charging Sharing, Jetour's Global Push Reshape Chinese EV Landscape

BYD's new app-based home charging sharing service lets owners monetize idle stations, joining NIO and XPeng in building EV ecosystems. Meanwhile, Jetour's first global fan festival in the UAE celebrates 2.1 million vehicles sold worldwide and its G700 hybrid SUV launch. These initiatives highlight Chinese EVs' focus on user-centric innovation and rapid international expansion.

3 min
BYD's Bold Moves: Charging Sharing, Flagships, Battery Warranty Surge
BYDSeal 08

BYD's Bold Moves: Charging Sharing, Flagships, Battery Warranty Surge

BYD launched app-based home charging sharing like NIO and XPeng, teased Q1 2026 flagships Seal 08 and Sealion 08, and boosted Europe battery warranties to 8 years/250,000 km—topping Tesla. Amid 480,000+ November NEV sales and 325% export surge, these moves enhance owner value and global edge. Expect tech reveals to drive 2026 momentum in the Chinese EV market.

3 min
XPeng, Li Auto Secure L3 Licenses: China's AV Race Heats Up
XPengLi Auto

XPeng, Li Auto Secure L3 Licenses: China's AV Race Heats Up

XPeng and Li Auto snag L3 autonomous driving test licenses in Guangzhou and Beijing, joining Huawei's Shenzhen pilots after China's first production L3 approvals for Deepal SL03 and Arcfox Alpha S. This policy-driven surge highlights L3's role in the Chinese EV market, with XPeng eyeing full rollout by Q1 2025 amid debates on skipping to L4. Nvidia's H200 boost and AI advances from Xiaomi and Alibaba fuel the ecosystem for smarter vehicles.

4 min
BYD, XPeng Lead Chinese EV Charge on Pricing Rules, Defamation Wins
BYDXPeng

BYD, XPeng Lead Chinese EV Charge on Pricing Rules, Defamation Wins

China's SAMR unveiled auto pricing guidelines on December 12, 2025, prompting BYD, XPeng, NIO, and GWM to pledge transparency amid EV market turbulence. Courts simultaneously awarded these brands up to $283,000 USD in defamation wins against fake news creators. These moves signal a maturing Chinese EV sector focused on consumer trust and reputation defense.

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

3 min
Chinese EVs Surge in Europe as AD Tech Hits Milestone
Chinese EVsWestern Europe market

Chinese EVs Surge in Europe as AD Tech Hits Milestone

Chinese EVs overtook Korean rivals in Western Europe for the first time in September 2024 with 8% share and 77.5% YTD growth, defying EU tariffs. Tesla's FSD V12 unlocks end-to-end AD potential, while TTTech's MotionWise accelerates SDVs. This combo signals China's dominance in global EV and autonomy markets.

4 min
Chinese EV Sales Surge: Winners, Tariffs, and 2026 Plans
Chinese EVsBYD

Chinese EV Sales Surge: Winners, Tariffs, and 2026 Plans

Leapmotor, Xiaomi, and XPeng have exceeded 2025 sales targets amid China's EV boom, with BYD and Geely poised to follow, but NIO and Great Wall lag. Mexico's 50% tariffs threaten exports, while Huawei's HarmonyOS alliance plans 10+ 2026 models and L3 driving. This mix of triumphs and tensions highlights China's EV market's global pivot.

4 min
XPeng's 2026 EV Blitz: 10+ Models, Robotaxis Lead Charge
XPengRobotaxi

XPeng's 2026 EV Blitz: 10+ Models, Robotaxis Lead Charge

XPeng unveils 2026 plans for 10+ EVs including three L4 Robotaxis with 3000 TOPS compute, as Tesla preps unsupervised Austin runs. Li Auto defends VLA with 3.12B km data amid debates, Voiture launches 1400km-range PHEV, and 47% of China first-time buyers target EVs. VW-XPeng's 18-month collab model lands Dec 31, fueling global robotaxi and smart EV races.

4 min
China EV Buzz: QNX Summit, Nio Rival Bust, N6 Hits 10K Orders
QNXSoftware Defined Vehicle

China EV Buzz: QNX Summit, Nio Rival Bust, N6 Hits 10K Orders

QNX's Shanghai summit unveiled ASIL D-certified SDV tech with partners like Geely, powering China's EV software shift. Dongfeng Nissan's N6 PHEV SUV smashed 10,000 orders in 10 days, fueling hybrid demand. XPeng secured a police win against AI deepfakes, highlighting digital risks in the booming Chinese EV market.

3 min
XPeng Mona M03 Dominates as Tesla Model Y Rebounds in China EV Sales
XPengMona M03

XPeng Mona M03 Dominates as Tesla Model Y Rebounds in China EV Sales

XPeng's Mona M03 delivered 14,886 units in November 2025, commanding 40.53% of its 36,728 total, while Tesla's Model Y rebounded to 47,132 China retail sales amid export declines. These CPCA figures spotlight affordable sedans and SUVs fueling China's EV surge, with XPeng gaining ground on Tesla's domestic slowdown. The data signals shifting dynamics in the global EV market as year-end nears.

4 min

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