China EV Consumption Tax: The Fiscal Policy Pivot Reshaping the NEV Market
As China's NEV penetration passes 50%, a new policy proposal suggests integrating EVs into the consumption tax framework. Learn how this fiscal pivot affects OEMs.
Today's Insights
Chinese EV Powertrain Vertical Integration: Shifting Supply Chains in 2026
Discover how Chinese EV powertrain vertical integration is shifting market dynamics as OEMs ramp up self-produced battery, e-drive, and thermal systems.
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Geely 16-in-1 Electric Drive: The Next Leap in EV Powertrain Integration
Geely's new Galaxy 16-in-1 electric drive system pushes the boundaries of EV powertrain integration, offering massive efficiency gains.
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Weekly Analysis
XPeng MONA L03 Price & Global Launch: The Strategic Gambit in Munich
XPeng disrupts the global EV market by launching the MONA L03 in Munich. Discover how the aggressive XPeng MONA L03 price and tech stack impact global OEMs.
How BYD Autonomous Driving Data Reached a Massive 3.33 Million Fleet Milestone
Discover how BYD autonomous driving data has scaled to 3.33 million ADAS-equipped vehicles, generating 210 million daily kilometers to challenge global rivals.
Why BYD's Strategic Diplomatic Hire in Hungary Is a Masterclass in European EV Localization
Discover how BYD is leveraging diplomatic talent in Hungary to secure its European expansion strategy, ensuring long-term supply chain and tariff compliance.
BYD Global Export Strategy: Brazil Leads as Europe and APAC Scale Up
An in-depth analysis of the BYD global export strategy from January to May 2026, highlighting top destinations like Brazil, Europe, and APAC growth.
CATL Sodium-Ion Battery Storage: Inside the Landmark 5GWh Deal with Alfen
CATL has signed a massive 5GWh sodium-ion battery storage MoU with European integrator Alfen. Learn how this alternative chemistry is reshaping grid-scale storage.
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The Analyst
Jungmo Kim
Shanghai Sourcing ProfessionalCurrently based in Shanghai, providing highly critical supply chain stability forecasts and tier-1 supplier strategic insights directly from China's key automotive manufacturing plants.
Full Professional Profile →