Volkswagen’s Shocking Xpeng Deal: Why Europe’s EV Giants Should
As a market analyst based in China, I’m often asked what European and American automakers should fear most. The answer used to…
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China EV Sales Shock: BYD Growth Flatlines at 0.2% YoY, Geely Surges 95% as Market Faces Brutal Reshuffle
On the surface, China’s New Energy Vehicle (NEV) market looked robust in August 2025, posting 1.3 million wholesale units for a healthy…
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China’s ‘Hidden Champion’ City Beats the Old Guard: Why Ningbo’s Rise (and Tianjin’s Fall) Matters for EU Supply Chains
When analysts discuss China’s economy, the focus invariably lands on the “Tier 1” megacities: Beijing, Shanghai, Guangzhou, and Shenzhen. But a tectonic…
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A Decade of Betrayal: How NIO’s $21 Billion Burn Turned into a Real-World Price Bomb
“I just bought my car for over $72,000… now the new model starts at just over $42,000?” Last night, the NIO (NIO)…
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VW vs. Chery: The “Copycat” Scandal That Forced SAIC to Pay Millions
The story of the Chinese automotive industry is a dramatic one, marked by rapid growth, fierce competition, and, in its early days,…
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Everyone Thinks AITO is Huawei’s Car. They’re Wrong. The Shocking Story of Seres’ Rise from Springs to a €45B Auto Giant
When you look at China’s premium electric vehicle market, one name is causing a seismic shift: AITO (问界). With an average selling…
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BYD’s Shocking H1 Earnings: Why a $2.1B Profit Hides a Desperate Gamble
Just a few months ago, the narrative surrounding BYD was one of impending doom. Headlines focused on a mountain of debt, razor-thin…
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Chery vs. The Enemy Within: Why China’s Export King Reorganized Its Entire Army for an IPO
From my vantage point here in China, watching the automotive industry is like witnessing a grand war unfold in real-time. And just…
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Dyson’s Nightmare: Why a Chinese Vacuum Giant Thinks It Can Build the World’s Fastest Car (And Succeed Where Dyson Failed)
“The company that makes your vacuum cleaner wants to build the world’s fastest car.” On August 28, 2025, that single, shocking sentence…
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FAW’s Shocking Gamble: Why China’s State-Owned Giant is Betting on Stellantis-Backed Leapmotor for Survival
FAW’s Shocking Gamble: Why China’s State-Owned Giant is Betting on Stellantis-Backed Leapmotor for Survival From a European perspective, the Chinese automotive market…