Beyond Tech: Why Global Auto Suppliers Bet on China for ‘Trust,’ Not Just Tech
Global auto suppliers are pouring money into China, but it’s not just about technology anymore. Discover why the real strategic play is…
Automotive Market
Chery’s Paradox: Why Build a $2.7B R&D ‘Fortress’ and a ‘Special Ops’ Lab in Shanghai?
1. The $2.7 Billion QuestionChery Auto recently launched its massive 15,000-person “Fengming R&D Center” in Wuhu, a city known for its cost-effective…
Stellantis Meltdown: From €5.6B Profit to €2.3B Loss – What European and US Automakers Must Learn
The €7.9 Billion Swing That Shook the Auto World On July 21, 2025, the automotive industry received a wake-up call that no…
The US-EU Tariff Truce Is a Lie: Why China’s ‘Tesla Killer’ Is the Real Winner in Europe
The US-EU Tariff Truce Is a Lie: Why China’s ‘Tesla Killer’ Is the Real Winner in Europe (Last Updated: July 30, 2025)…
Li Auto i8 – Core Component Supplier List
Category Component Supplier Powertrain & Electrification 800V Electric Compressor Welling Auto Parts Battery Housing Hesheng Co., Ltd. (和胜股份) SiC Drive Motor, Reducer,…
Li Auto’s i8 Isn’t Just a Tesla Killer, It’s a Supply Chain Fortress: Why Western Automakers Should Be Worried
Introduction: Not Just a New Car, but a Declaration of Independence On July 29, Chinese EV maker Li Auto unveiled its new…
ZEEKR 001’s Collapse: How Xiaomi and Internal Betrayal Crushed a Star EV
The history of China’s electric vehicle market is written in the dramatic rise and fall of its stars. Today’s subject is a…
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…
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…