CATL Battery Passport: How China's EV Supply Chain Is Racing EU Compliance
CATL's unique three-round GBA battery passport participation signals a first-mover EU compliance advantage as the 2027 mandate reshapes global battery trade.
Today's Insights
China EV Export Surge 2026: 73.7% Growth and What It Means for Global Markets
China's September 2026 passenger vehicle exports surged 73.7% to 917,000 units, driven by NEVs. We analyze the profitability, supply chain, and regulatory risks behind the headline.
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EU's 350,000 Hybrid Import Cap: The New Barrier Reshaping Chinese EV Global Strategy
The EU's proposed 350,000-unit cap on Chinese hybrid imports forces BYD, Geely, and SAIC into local production. A data-driven analysis of costs, supply chains, and strategic outcomes.
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Weekly Analysis
Gracaibo's Hong Kong IPO: Inside China's Third-Party E-Drive Gambit
Gracaibo's HKEX filing offers the first public-market proxy on China's independent e-drive tier. We interrogate the margin, overcapacity, and FEOC risks behind the AI-hype.
OpenChain Automotive SBOM Framework 1.0: The Hidden Compliance Battleground for Software-Defined Vehicles
Linux Foundation's OpenChain Automotive SBOM Framework 1.0 standardizes software traceability for software-defined vehicles, impacting compliance, costs, and global competition.
XPeng Autopilot Europe: Data-Efficient ADAS Homologation Strategy
XPeng claims its Autopilot can adapt to European roads with minimal data, potentially accelerating ADAS homologation. We analyze the engineering, costs, and regulatory hurdles.
Zunjie's 3,000-Newton Defense: What CAERI's Brake Pedal Report Proves, and What It Doesn't
Zunjie's third-party CAERI test cleared its brake pedal at 3,000 N after the V800 fractures. We separate what the report proves from what a static bench test cannot.
Beijing's Speed-Car Crackdown: How the Zunjie V800 Brake Fracture Rewrote China's Validation Rules
Four ministries issued draft car-validation rules two days after the Zunjie V800 brake fracture. We break down the 30,000 km mandate, the costs, and who wins.
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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.
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