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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China’s Near 30% Lithium Spike: What the EV Price Shock Means for Western Buyers
China’s lithium carbonate price surged nearly 30% in January 2026, driven by export tax cuts. Discover why this **China lithium carbonate price spike** signals major cost risks for Western EV buyers.
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600,000 Milestone: Is Xiaomi EV the New Global EV Disruptor? Analyzing China’s Market Shifts
Xiaomi EV cumulative deliveries breach 600,000 units, confirming its disruption. Read our expert analysis on how Beijing’s new pricing rules impact this explosive growth.
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The End of Battery Recalibration? Inside China’s EV Battery AI Breakthrough
A UNIST breakthrough uses a ChatGPT-like AI with a transformer mechanism to accurately diagnose EV battery health (SoH) across any configuration without retraining. This signals a major efficiency leap for global EV and ESS markets.
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China’s EV Export Surge: Is the Market Entering an ‘Oligarch Era’?
China’s 2025 auto exports hit 6.04M units, cementing an ‘oligarch era’ dominated by BYD/Chery. Learn why this shift from cost to tech is critical for Western investors.
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The China EV Land Grab: BYD & Geely Eye Nissan-Mercedes Mexico Plant Amid Tariff Woes
Can US tariffs force Japanese auto giants to sell prized assets? BYD and Geely are finalists for a Nissan-Mercedes plant in Mexico, signaling a major China EV land grab.
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Beyond the Price War: Navigating New Chinese Auto Market Compliance & Tech Leaps
China’s auto market pivots: New SAMR pricing compliance guidelines target predatory price wars, signaling a shift to quality. Geely buys more Volvo shares while Xiaomi open-sources a leading AI robotics model.