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)…
Automotive Market
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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,…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…