China’s New SOE: Why Changan, Not FAW or Dongfeng?
An official announcement has just sent shockwaves through the Chinese auto market, raising a monumental question. Changan Automobile has been formally spun off…
Blog
-
-
Everyone Believed in BYD’s ‘$120B Debt Crisis’—Then Its 2025 Earnings Revealed a Shocking Truth (VW & BMW’s Real Nightmare)
Just a few months ago, we analyzed BYD as a company teetering on a tightrope, burdened by a ‘$120 billion debt’ time…
-
Faraday Future’s Desperation? Why a Chinese MPV is the Real Winner of Jia Yueting’s $100M Controversy
As an analyst on the ground in China, I’ve learned that the most revealing market signals often come not from soaring sales…
-
SAIC’s Big Bet: Why It Sacrificed a Star Software Brand for Market Dominance
As a marketer working on the ground in China, I witness the relentless pace of its auto industry every day. It’s a…
-
Shanghai L4 License Approved: The Surprising “Dual Strategy” Behind China’s Autonomous Driving Push
Recent public tests of consumer-grade ADAS (Advanced Driver-Assistance Systems) in China have painted a chaotic picture, raising public doubt about the technology’s…
-
China EV Subsidies: The Shocking Secret Weapon Behind its 5.5M Sales (Vs. US & EU)
Just as the world watches for signs of a global economic slowdown, China has doubled down, confirming another massive round of consumer…
-
MogoAuto MogoMind’s Shocking Debut: The Secret Behind China’s V2X Strategy to Challenge Tesla FSD
At the World AI Conference (WAIC) 2025 in Shanghai, one technology stood out to automotive industry analysts: MogoAuto MogoMind. On the surface, it…
-
Volkswagen’s Profit Shock: How China Turned from Cash Cow to a Black Hole
Volkswagen Group’s latest earnings report sent a tremor through the financial markets. Despite a 1.3% increase in vehicle sales in the first…
-
Decoding the Dongchedi ADAS Test: A Detailed Look at the 36-Car Safety Results
The recent Advanced Driver-Assistance Systems (ADAS) test conducted by Chinese automotive platform Dongchedi has generated significant discussion globally. The centerpiece of this…
-
Tesla FSD in China: “It Doesn’t Work”—Myth Busted by Shocking 36-Car ADAS Test
A persistent critique has haunted Tesla in its second-largest market: “FSD simply doesn’t work in China.” The argument was that its vision-only system, trained…