Insider Insights
Analysis grounded in direct, hands-on experience within the industry, not just headlines.
Tier 1 Perspective
A deeper understanding of the components, technologies, and manufacturing realities that truly drive innovation.
Actionable Intelligence
We connect the dots: What do these shifts mean for your business in Stuttgart or your investments in Detroit?
Meet The Analyst
I’m Jungmo Kim, an analyst and active professional within China’s automotive ecosystem. Currently based in Shanghai, I offer a unique, on-the-ground perspective…
Latest Analysis
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Xiaomi EV January Sales: Why the 22% Dip Isn’t a Crisis for This Chinese EV Challenger
Xiaomi EV’s January deliveries hit 39,000+, a 70% YoY surge, but fell 22% MoM. Discover why this ‘dip’ shows resilience against market headwinds and how the YU7 is powering their 550k unit 2026 goal.
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Decoding the Green Shift: Asahi Kasei’s PFAS-Free PA66 and the Future of EV Materials
Global PFAS bans are forcing EV material substitution. Discover how Asahi Kasei’s new PFAS-free PA66 challenges Western automakers to adapt high-performance components quickly.
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China EV Ecosystem Export: How 8 Million Cars Are Reshaping Global Auto Markets
China’s 2025 auto exports hit 8.32M, led by a 70% surge in NEVs. Discover why this shift to ‘Ecosystem Export’ is reshaping the global auto market and what it means for Western brands.
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Porsche EV Cost Crisis: Will the Electric 718 Boxster/Cayman Be Shelved?
Porsche is reportedly considering scrapping the electric 718 Boxster and Cayman due to soaring EV costs and Chinese sales slumps. Analyze the signal this sends for premium EV strategy.
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Will Tesla Merge With SpaceX? Analyzing the Chinese EV Rival’s Record Exports
Reports of a potential Tesla merger with SpaceX or xAI have rocked the auto world. We analyze the implications alongside China’s record EV export growth.
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China EV Profit Squeeze: Why the 1.8% Margin is a Red Flag for Western Automakers
China’s EV sector faces a profit crisis as the December 2025 margin hit 1.8%. Discover why scale is no longer profitable and how Li Auto pivots R&D to robotics.