VW

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…

1 week ago

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…

1 week ago

Debunking the “BYD is the Next Evergrande” Myth: A Look Inside the Numbers of a $79B Debt Scare

Recently, headlines in Western media have been sounding the alarm about a "$79 billion debt pile" at Chinese EV giant…

1 week ago

The Smartphone Chip in Your Car? Debunking the Rumors Around the Xiaomi YU7 and the Future of Auto Silicon

A controversial rumor has been swirling through the Chinese auto industry: that Xiaomi's new YU7 SUV will be powered by…

1 week ago

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…

1 week ago

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…

1 week ago

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…

1 week ago

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…

1 week ago

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…

1 week ago

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…

1 week ago