A shocking power shift in China’s brutal EV war. June’s sales data reveals the former king, Li Auto, has been dethroned, while Leapmotor surges to #1. We break down the numbers behind the rise of Huawei-backed AITO, Xiaomi’s production nightmare, and NIO’s struggle for profitability.
Here in Shanghai, the air in China’s auto market feels more electric than ever. It’s not just about the volume of new…
Have you heard the news? A torrent of Middle Eastern oil money is now flooding into Chinese autonomous driving companies. From my…
For decades, Volkswagen wasn’t just a player in the Chinese auto market; it was the market. As the undisputed “King of Sales,” VW was…
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…
A shocking rumor recently sent ripples of fear through the Chinese auto industry. The story claimed that GAC AION, a major EV…
Recently, headlines in Western media have been sounding the alarm about a “$79 billion debt pile” at Chinese EV giant BYD, with…
In the fast-moving world of the Chinese auto market, sometimes the most significant shifts aren’t new models or technologies, but subtle changes…
As an industry professional who has watched the Chinese auto market for over two decades, few stories are as compelling as that…
“A refrigerator, a massive touchscreen, and self-parking… all the options of a $100,000 car, now in a $30,000 EV?” We are living…