How China EV Battery Recycling Regulations Shift Will Reshape the Global Circular Economy
China's MIIT has phased out cascade utilization policies, pivoting toward direct chemical recycling. Discover what this means for global EV supply chains.
Today's Insights
China EV Stock Investment Signals: Why Institutional Bottoming Hints at a Valuation Rebound
Public mutual fund holdings in China's automotive sector hit a five-year low in Q2 2026. Discover how these China EV stock investment signals indicate a valuation rebound.
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Hesai ETX LiDAR Great Wall Motor Design Win Signals L3 ADAS Scaling by 2026
Hesai Technology secures a major design win with Great Wall Motor for its ETX ultra-long-range LiDAR, driving autonomous vehicle hardware scaling by 2026.
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Weekly Analysis
Indonesia EV Market Expansion: H1 2026 Data Signals Strategic Shift for Chinese OEMs
Indonesia's automotive market grew 15.9% in H1 2026. Discover how the Indonesia EV market expansion and Chinese OEM strategic localization are reshaping ASEAN.
Analyzing the Tesla China Spin-Off Strategy: Geopolitical Risks and Restructuring Rumors
Explore the rumored Tesla China spin-off strategy. Learn how geopolitical risks are shaping regional restructuring and market valuation.
Xiaomi Kunlun EREV Architecture: Disrupting the Hybrid EV Market
Explore the strategic impact of the new Xiaomi Kunlun EREV architecture and the Pengcheng SUV lineup on the competitive global automotive intelligence market.
Next-Gen 800V EV Power Semiconductor: Leadrive Commences SlimPACK-II Mass Production
Leadrive Technology begins mass production of its SlimPACK-II power module, delivering 600Arms output and 200°C junction temperature for high-power 800V EV architectures.
Next-Gen AI: How KAIST's Child-Inspired Model Advances Autonomous Driving World Models
KAIST develops a next-gen AI world model inspired by childhood cognitive learning, offering a breakthrough in data efficiency for autonomous driving world models.
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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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