The Real ‘Auto Evergrande’: The Cautionary Tale of the Billion-Dollar Ghost Car You’ve Never Seen
The Real ‘Auto Evergrande’: The Cautionary Tale of the Billion-Dollar Ghost Car You’ve Never Seen When people discuss the Chinese EV bubble,…
evergrande
A Flood of “Love Calls” or a Marriage of Convenience? Why the Middle East is Embracing China’s Autonomous Tech (And What It Means for Global Competition)
Have you heard the news? A torrent of Middle Eastern oil money is now flooding into Chinese autonomous driving companies. From my…
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…
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…
Beyond the Hype: A Tier 1 Insider’s Deep Dive into Huawei’s Automotive Strategy at Auto Shanghai 2025
Every two years, the automotive world turns its eyes to Shanghai. But in 2025, it felt different. Walking the floors of the…
A Paradigm Shift from China: Why Li Auto’s Decision to Open-Source Its Entire Vehicle OS is a Bigger Deal Than You Think
In the world of automotive, core vehicle control software has always been the crown jewels—proprietary, closely guarded, and developed behind closed doors….
Beyond the Hype: A Tier 1 Insider’s Deep Dive into Huawei’s Automotive Strategy at Auto Shanghai 2025
Every two years, the automotive world turns its eyes to Shanghai. But in 2025, it felt different. Walking the floors of the…
The Ticking Time Bomb That Didn’t Explode? How Evergrande and Country Garden Are Forcing an “Invisible Reshuffle” of China’s Economy
a decade after its founding, Denza existed in a “dark age,” failing to make any significant market impact. The reasons were multifaceted:…