The 60-Day Promise: Two Months On, a Tale of Two Realities for Automakers and Suppliers
On June 1st, a revised “Regulation on Securing Payments to Small and Medium-sized Enterprises” came into effect, aiming to tackle the persistent…
NIO
NIO’s Lazarus Moment: How a ‘Boring’ Supply Chain for the Onvo L90 Became Its Secret Weapon vs. Tesla & VW
NIO’s Lazarus Moment: How a ‘Boring’ Supply Chain Became Its Ultimate Weapon Just a year ago, NIO was the poster child for…
Tesla FSD in China: “It Doesn’t Work”—Myth Busted by Shocking 36-Car ADAS Test
A persistent critique has haunted Tesla in its second-largest market: “FSD simply doesn’t work in China.” The argument was that its vision-only system, trained…
NIO Burns the Boats: A Desperate Gamble to Escape the “Next Evergrande” Curse
(Subtitle: The breakup with JAC isn’t just a business deal. It’s a fight for survival.) “The next Evergrande.” Is there a more…
This EV Company Lost $25 Billion. Why Won’t China Let It Die?
Its financials scream bankruptcy, but Beijing keeps writing checks. There’s a hidden strategy here that the West isn’t seeing.
China’s EV Report Card: June Sales Data Reveals New Winners and Losers
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.
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…
The “Evergrande of Autos”? Decoding the Rumors and Reality Behind GAC AION’s Trust Crisis
A shocking rumor recently sent ripples of fear through the Chinese auto industry. The story claimed that GAC AION, a major EV…
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…