Why Can’t Europe Get a $9,000 EV? China’s Arcfox T1 Reveals a Brutal Truth About the Small Car Market’s Collapse
As an automotive market analyst based in China, I’m often asked by my Western colleagues: “Where are all the affordable small EVs?”…
Electric
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China EV Sales Shock: BYD Growth Flatlines at 0.2% YoY, Geely Surges 95% as Market Faces Brutal Reshuffle
On the surface, China’s New Energy Vehicle (NEV) market looked robust in August 2025, posting 1.3 million wholesale units for a healthy…
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VW vs. Chery: The “Copycat” Scandal That Forced SAIC to Pay Millions
The story of the Chinese automotive industry is a dramatic one, marked by rapid growth, fierce competition, and, in its early days,…
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Everyone Thinks AITO is Huawei’s Car. They’re Wrong. The Shocking Story of Seres’ Rise from Springs to a €45B Auto Giant
When you look at China’s premium electric vehicle market, one name is causing a seismic shift: AITO (问界). With an average selling…
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A Tier 1 Competitor’s Shocking H1 Results: How China’s Joyson Electronics Grew Profits 11% Amidst a Global Price War
A Tier 1 Competitor’s Shocking H1 Results: How China’s Joyson Electronics Grew Profits 11% Amidst a Global Price War The global automotive…
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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…
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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…
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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…
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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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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…