Direct, hands-on insights from the epicenters of China's automotive revolution.
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 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.
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East China Jiaotong University's P-LLM uses large language models to dispatch autonomous fleets, claiming 20% idle time reduction. We scrutinize the claims.
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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'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.
Mercedes-Benz faces a defining moment at Paris 2026: Chinese EVs have eroded its luxury premium. Can software and heritage justify the star's price tag?
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.
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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