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…
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Two Chinese Auto Giants, Two Different War Plans: Why Chery and Geely’s Restructuring Strategies Diverge
A seismic shift is underway in China’s auto industry. Two of its largest players, Chery and Geely, have both announced massive organizational…
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…
BYD’s $79B Debt Scare: 3 Reasons It’s NOT the Next Evergrande (2025 Data Analysis)
Recently, headlines in Western media have been sounding the alarm about a “$79 billion debt pile” at Chinese EV giant BYD, with…
Xiaomi SU7’s Secret Weapon: Why Using a Smartphone Chip is a Genius Move, Not a Flaw
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…