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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Bosch Secures Major Mercedes Motor Supply Deal: A Boost for EV Components
Bosch secures a major deal to supply electric motors to Mercedes-Benz, while Nvidia reports a 211% increase in net profit. Stellantis and Dongfeng Group deepen their partnership with a new European joint venture.
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New Kevlar-Based Composite for EV Battery Enclosures: A Game-Changer in Structural and Functional Integration
Researchers at the IMDEA Materials Institute have developed a multifunctional Kevlar-based composite for EV battery enclosures, integrating structural performance with advanced features like strain sensing, EMI shielding, and de-icing.
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Xiaomi YU7 vs. Tesla Model Y: A Closer Look at the EV Price War
Explore the intense competition between Xiaomi’s YU7 and Tesla’s Model Y in the Chinese EV market. Discover the challenges and opportunities for Xiaomi in this high-stakes battle.
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Li Xiang’s Vision: From Autonomous Vehicles to Humanoid Robots
Li Xiang, founder of Li Auto, outlines a strategic vision that redefines the boundaries of embodied intelligence, moving from autonomous vehicles to humanoid robots. Discover the implications for the automotive industry and Western investors.
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NVIDIA’s Q1 2027 Earnings Surge: A Boon for the Chinese EV Market
NVIDIA’s Q1 2027 earnings report shows a 211% increase in net profit, signaling significant growth in the automotive semiconductor and autonomous driving sectors, particularly in the Chinese EV market.
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Xpeng GX Generates 24,863 Pre-Orders in 12 Hours: A Game-Changer for the Global EV Market?
In just 12 hours, the Xpeng GX generated 24,863 pre-orders, highlighting the growing interest in Chinese EVs and their potential for global expansion.
