Direct, hands-on insights from the epicenters of China's automotive revolution.
European electrified vehicle share crossed 50% in August as Chinese brands hit a record 11.7% market share. Behind the milestone lies a reality of tariff pre-registration and price wars.
Gotion High-Tech invests $1.25B in Volkswagen's Sagunto gigafactory, reshaping Europe's EV battery landscape while highlighting Western supply chain reliance.
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iMotion opens Tokyo subsidiary to win Japanese OEM ADAS contracts. We analyze the technical, supply chain, and geopolitical hurdles facing this Chinese Tier-1 expansion.
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NIO and Geely form a historic alliance to standardize EV battery swapping. We analyze the engineering friction, CAPEX economics, and real-world grid limits.
TIER IV expands its automotive megapixel camera family with a wide-angle L4 autonomous driving camera, challenging LiDAR dominance in peripheral perception.
BYD completes Xi'an battery gigafactory production launch, deepening vertical integration amid China overcapacity and Western tariff walls. A skeptical analysis.
CALB and Henkel open joint innovation center in Changzhou to co-develop battery materials, deepening Sino-European supply chain ties amid regulatory pressures.
XPeng sells carbon credits to Porsche and other global OEMs, marking a historic reversal as Chinese EV makers monetize EU emissions rules and pressure Western laggards.
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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