Blog

XPeng rolls out its next-gen VLA 2.0 end-to-end autonomous driving system, signaling a major leap ahead of Western ADAS. Learn why this matters for EV investors.

Did Valeo’s 38% order surge signal a supply chain thaw? Analyze the Tier 1 giant’s 2025 results for key ADAS and EV component demand indicators relevant to the China market.

Don’t be distracted by price wars. The real battle in Chinese EVs is hardware innovation, as seen with the new ams OSRAM AS5173 chassis sensor, vital for range and autonomy.

Xpeng’s February 2026 deliveries hit 15,256 units, but the real news is the aggressive EV export surge, including the G6 launch in the UK and P7+ shipments to 18 countries.

The CATL-BMW Battery Passport MOU is a major move signaling Chinese compliance with EU rules. Discover why this traceability pact impacts Western EV market access and investment strategy.

Europe’s EV battery dream is turning into a nightmare as major projects like ACC’s German/Italian sites and Northvolt’s restructuring expose a fatal flaw: inability to compete with low-cost Chinese manufacturing dominance.

Is the NIO-Bosch expanded partnership a threat? We analyze why deep Sino-German EV supplier ties, combined with GAC’s 2M sales push, signal a new level of competition for Western automakers.

The Mercedes-Benz & Momenta ADAS upgrade, endorsed by the German Chancellor, signals China’s rising tech dominance. Analyze why this matters for Western auto investment.

Helm.ai unveils a vision-only software stack scaling from L2+ to L4 autonomy, bypassing LiDAR and HD maps. Discover why this breaks the ‘Data Wall’ and what it means for Western EV scaling.

JiShi Motors reported a 200% YoY sales jump in Feb 2026 with 1,298 units delivered. Learn why this niche Chinese EV player is succeeding in the Middle East and what it means for Western automakers.