8 Stories

Tesla

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