Geely Holding NEV Sales Hit 1.79 Million: Scale Milestone or Margin Mirage?
Geely Holding NEV sales reached 1.79 million units through Q3 2026, pushing electrification to 60%. We analyze the margin, supply chain, and tariff realities.
Today's Insights
Tinci Materials Fast-Tracks Indonesia Electrolyte Plant: Strategic Shift or ESG Quagmire for the Battery Electrolyte Supply Chain?
Tinci Materials accelerates its Weda Bay Indonesia electrolyte plant for late 2026, targeting ASEAN demand while confronting US FEOC walls and coal grid ESG traps.
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XPeng AI Engineering Goes Global: Pragmatic Breakthrough or PR Mirage?
At Paris, He Xiaopeng pitched XPeng AI Engineering as an open platform for global OEMs. We tear down the Turing chip, software margins, and regulatory traps.
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Weekly Analysis
Black Sesame AI Server Deal: Chinese Auto Chipmaker's RMB 300M Pivot Beyond EVs
Black Sesame's RMB 300M AI server deal signals Chinese automotive chipmakers are pivoting to data-center compute. We analyze the technical reality, supply chain risks, and competitive impact.
Chery Bosch ADAS Deal: Chinese EV Giant Localizes Smart Driving in Europe with 6 Models
Chery partners with Bosch for ADAS localization on six European models, signaling a strategic shift from exports to deep tech integration. We analyze the impact on costs, competition, and regulations.
China's P-LLM Fleet Orchestration: AI Dispatch for Autonomous EV Fleets
East China Jiaotong University's P-LLM uses large language models to dispatch autonomous fleets, claiming 20% idle time reduction. We scrutinize the claims.
EU China EV Tariff Deal 2026: Minimum Price Undertaking Reshapes Market Access
The EU-China minimum price undertaking replaces tariffs with a price floor for Chinese EVs. We analyze the margin, supply chain, and competitive impact.
Leapmotor Lafa5 Overseas Orders Hit 12,000: A Reality Check on China's EV Export Push
Leapmotor's Lafa5 hits 12,000 overseas orders in 4 months. We dissect the engineering, supply chain economics, and the uncomfortable profitability questions behind the headline.
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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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