Direct, hands-on insights from the epicenters of China's automotive revolution.
CATL's profits surpass the combined earnings of seven automakers, and the potential mandate for LiDAR in L4 autonomous vehicles highlights the rapid advancements in the Chinese EV market.
Sweden's Transport Agency proposes to block Tesla's FSD system in Europe unless the company disables its speeding capabilities, highlighting regulatory challenges and strategic implications.
The UK invests $66 million in critical minerals to secure the supply chain for EV batteries and other high-tech products, reducing import dependency.
The 2026 rural NEV initiative in China includes 155 models from major players like Xiaomi and Tesla, while BMW halts domestic EV production, signaling strategic shifts in the Chinese EV market.
The automotive parts industry is experiencing a significant increase in M&A activity, driven by the need for technological integration, cost optimization, and strategic market positioning. This trend is reshaping the global supply chain and could lead to a more integrated and efficient industry.
The EU plans to impose anti-subsidy tariffs on Chinese PHEVs, targeting major manufacturers like BYD, Chery, and SAIC. This move could force Chinese automakers to accelerate local manufacturing in Europe.
Currently 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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