Huawei’s ‘Five Fingers’: Why They Couldn’t Beat Xiaomi’s ‘One Fist’
Why did it take nearly two years for a car from Huawei’s ecosystem, the Luxeed, to get its own logo? This isn’t…
su7
The Russia Dilemma: How China’s “Internal Involution” is Spilling Overseas and Testing the Limits of its Auto Export Model
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…
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…
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…
The True Cost of the EV Price War: “Dark Factories,” Your Repair Bill, and the Unseen Compromises
“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…
Xiaomi’s YU7 Storm: A Hardcore Love Letter to a Stagnant Chinese Auto Market
From my vantage point here in Shanghai, the term “stagnation” doesn’t quite capture the current state of the Chinese auto market. It’s…
Inside the Heart of the Xiaomi YU7: A Full Supply Chain Teardown (and the Hidden Giants Powering It)
With the launch of Xiaomi’s first SUV, the YU7, just around the corner, the buzz is palpable. Following the wild success of…