XPeng’s $1.4B War Chest: A Lifeline for China’s Price War, or Rocket Fuel for a Global Showdown with Tesla & VW?
XPeng’s $1.4B Shockwave: More Than Survival, It’s a Declaration of War on the Global Stage On August 19, a significant piece of…
Electric
The Shifting Blueprint: How China’s New Playbook Is Disrupting Automotive Development Costs
The automotive industry’s legacy giants built their empires on a century-old blueprint: a capital-intensive, vertically integrated model that took billions of dollars…
A Forced Ceasefire: Why a Li Auto Crash Test Ended in a National Apology and What It Means for China’s Auto Wars
A Forced Ceasefire: The Li Auto Crash Test Controversy Ends in a National Apology On the evening of August 6, 2025, a…
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…
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…
Neta Auto Sales Fraud: The Shocking Collapse of a Former EV Champion
In the hyper-competitive arena of China’s EV market, sales figures are everything. But what happens when those figures are built on a…
China’s EV War: Is It “The End of Innovation” or “The Ultimate Evolution”?
China’s EV War: Is It “The End of Innovation” or “The Ultimate Evolution”?
Jeep’s China Bankruptcy: More Than a Failure, It’s a Warning Shot
Jeep’s China Bankruptcy: More Than a Failure, It’s a Warning Shot
$600 Million Rescue or Grand Illusion? The Spectacular Collapse of China’s HiPhi EV Dream
$600 Million Rescue or Grand Illusion? The Spectacular Collapse of China’s HiPhi EV Dream