Direct, hands-on insights from the epicenters of China's automotive revolution.
China's October 10 draft rules add a 30,000 km reliability floor and a one-year environment cycle, and tell OEMs to stop simply trusting supplier validation reports.
CATL's unique three-round GBA battery passport participation signals a first-mover EU compliance advantage as the 2027 mandate reshapes global battery trade.
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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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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.
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.
Linux Foundation's OpenChain Automotive SBOM Framework 1.0 standardizes software traceability for software-defined vehicles, impacting compliance, costs, and global competition.
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 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.
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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