China’s May Auto Exports: A Tale of Two Titans as BYD Surges and Tesla Stumbles
The May 2025 auto export numbers are in, and they paint a vivid picture of the shifting dynamics in the global automotive…
A Third Factory Already? Xiaomi’s “Hyper-Expansion” is a Signal of its Global Automotive Ambition
Just months after its official launch in April 2024, Xiaomi Auto is already making waves that defy market expectations. Now, in a…
Can Volkswagen Reclaim Its Crown? A Deep Dive into the “In China for China” Strategy and the Fight for VW’s Future
For decades, Volkswagen wasn’t just a player in the Chinese auto market; it was the market. As the undisputed “King of Sales,” VW was…
The Russia Dilemma: How China’s “Internal Involution” is Spilling Overseas and Testing the Limits of its Auto Export Model
The Chinese auto market is defined by nèijuǎn (内卷)—a brutal, zero-sum internal competition. This hyper-competitive environment, combined with domestic market saturation and a massive…
The “Evergrande of Autos”? Decoding the Rumors and Reality Behind GAC AION’s Trust Crisis
A shocking rumor recently sent ripples of fear through the Chinese auto industry. The story claimed that GAC AION, a major EV…
Debunking the “BYD is the Next Evergrande” Myth: A Look Inside the Numbers of a $79B Debt Scare
Recently, headlines in Western media have been sounding the alarm about a “$79 billion debt pile” at Chinese EV giant BYD, with…
The Smartphone Chip in Your Car? Debunking the Rumors Around the Xiaomi YU7 and the Future of Auto Silicon
A controversial rumor has been swirling through the Chinese auto industry: that Xiaomi’s new YU7 SUV will be powered by a “commercial…
A Tale of Two Chips: A Breakdown of Tesla’s Computing Strategy by Model (2025/2026 Outlook)
As the company that effectively created the modern EV market, Tesla’s every move is scrutinized. One of the most common questions I…
A Name Change or a Tectonic Shift? What Changan Auto’s Restructuring Signals for China’s State-Owned Car Giants
In the fast-moving world of the Chinese auto market, sometimes the most significant shifts aren’t new models or technologies, but subtle changes…
From “Matiz Copycat” to 5 Million Exports: The Inside Story of Chery and the Making of a Chinese Global Auto Giant
As an industry professional who has watched the Chinese auto market for over two decades, few stories are as compelling as that…