This week on China EV Weekly, Emma and David break down the latest seismic shifts in the global electric vehicle landscape. We cover major regulatory changes, as China’s Commerce Ministry announces new EV export permits starting in twenty twenty-six to manage overcapacity and the domestic 'involution' price war.The show's headlines include:BYD’s Triumph in Europe: The Chinese automaker officially outsells Tesla in the EU for the second consecutive month, fueled by massive year-on-year growth and a strong PHEV strategy.Tech Titans Unite: Huawei and GAC Group unveil Qijing, a new premium EV brand, marking a fresh approach to the auto-tech partnership model.Xiaomi's Surge: Deliveries of the SU7 and YU7 are accelerating, with Deutsche Bank projecting a record-breaking September for the tech newcomer.Global Trade Friction: We examine Canada’s 'informal' review of its EV tariffs and the aggressive, localized battery strategy of CATL in Europe, which is unveiling new fast-charging and long-range options to compete globally.Finally, our in-depth segment analyzes BYD’s high-stakes global blitz. We dissect how the market leader is investing billions in overseas manufacturing, including the imminent launch of its new plant in Hungary, as it races to make its global expansion fast enough to counterbalance the intense pricing pressure and competition back home.Full script: https://mp.weixin.qq.com/s/6N4Ln69o_YUV2jBfjaTcGw
Episode Description: In this week's episode, hosts Emma and David break down the top eight stories shaping the Chinese electric vehicle market. We explore a potential renewal of the decades-old joint venture between SAIC and GM, and a new, long-life, and ultra-fast-charging battery from CATL. We also cover the latest sales data from CAAM, which shows shifts in market leadership, and BYD’s international expansion facing new tariffs in Mexico. We take a closer look at Xpeng's G6 sales success and Nio's pivotal third-generation ES8 launch. Finally, in our deep dive segment, we analyze how the Chinese EV market is moving from a chaotic, subsidized boom to a more mature phase defined by consolidation, targeted government policy, and innovative service-based business models.Full script:https://mp.weixin.qq.com/s/OYsCE1Aergyu-nIjhozy9Q
Episode Highlights: Government Policy & Regulation: MIIT and seven agencies set NEV sales targets; crackdown on price wars, false marketing, and quality irregularities. Market Trends: Slowest growth in 18 months; EVs continue to outsell gasoline cars; effects of regulatory stabilization and rising battery costs. Recalls & Safety: Xpeng P7+ steering assist recall; discussion on quality control in advanced EV systems. Global Trade: Mexico’s 50% import tariff threatens BYD and Tesla; supply chain challenges and strategic adjustments. Product Launches: BYD Yangwang U8L luxury SUV debuts; U9 Track Edition sets world speed record. Global Sales Trends: BEV and PHEV sales growth slowed globally; China continues to lead adoption but faces market maturation. Strategic Analysis: Geopolitical factors, flexible supply chains, and technology adoption as keys to long-term success.Key Takeaways: China’s EV industry continues to grow steadily despite regulatory tightening and global trade challenges. Technology innovation, safety, and strategic global positioning remain critical for leading automakers. Market data and international developments suggest that EV adoption will continue to accelerate, but sustainability and quality are becoming equally important as volume growth.Full script:Weixin Official Accounts Platform
This week on China EV Weekly, Nina and David discuss the vibrant Chinese electric vehicle market. Key highlights include NIO's record-breaking August sales, driven by its new Onvo sub-brand. The episode also covers the overall market surge with BYD, Leapmotor, and XPeng achieving record deliveries. China's continued investment in high-power EV charging infrastructure is examined, alongside BYD's downward revision of its twenty twenty five sales target due to increasing competition. SAIC's MG brand's efforts to expand its European presence and Geely's introduction of the new Galaxy Starshine 6 EM-i PHEV are also featured. SVolt Energy Technology's significant order for cobalt-free batteries points to a growing trend in sustainable battery tech. The in-depth segment focuses on the rapid advancements and expanded regulations for autonomous driving trials in China, highlighting the country's potential to lead in this transformative sector.Full script：mp.weixin.qq.com
Welcome to a new episode of "China EV Weekly," your source for the most significant developments in the Chinese EV market. This week, we dive into eight major stories from August twenty-fourth to thirtieth. Policy Shift: We analyze the new restrictions on EV license plates in major cities like Shanghai and Hangzhou. How will this change affect sales and push the market from a subsidy-driven model to a more mature, market-driven one? Tech and Capital: We explore the massive joint venture between Huawei and Chery, a ten-billion-yuan investment that aims to redefine the smart car ecosystem. Market Milestone: A new report confirms a major tipping point: New energy vehicles now account for over fifty percent of all new car sales in China. Global Expansion: We cover BYD's strategic move into the European commercial vehicle market, introducing its Tang EV bus and T three light truck to key markets. Infrastructure Push: The Chinese government has issued a new directive to accelerate the deployment of high-power DC charging stations, a move designed to eliminate range anxiety and cement China's position as a charging infrastructure leader. Cross-Industry Partnership: We reveal the surprising collaboration between tech giants Baidu and Tencent to create a next-generation navigation and in-vehicle payment platform. A Technological Breakthrough: Our in-depth story focuses on CATL's revolutionary Battery-to-Chassis (BTC) technology, a game-changing innovation that promises to boost range, improve safety, and lower costs for future EVs.This is a dynamic and evolving market, and we are here to provide you with all the essential insights.Full scripthttps://mp.weixin.qq.com/s/uNGUopJTl2nDjBEoGOMO8g
On thisweek's episode, Emma and David break down the eight most important headlinesfrom the Chinese EV market, with news from August 16th to the 23rd, 2025.Theydiscuss a historic turning point as China's New Energy Vehicle sales are ontrack to outpace gasoline cars this year—a full decade ahead of officialtargets. The hosts also examine the government's latest moves to curb anintense "price war" and the unexpected market chaos caused by atemporary halt at a major lithium mine.In adeep-dive segment, Emma and David analyze the fascinating conflict between U.S.policy and market reality. They explore why General Motors is still importingcritical batteries from Chinese giant CATL, even as new U.S. regulations onlithium threaten to tighten the global supply chain. It's a look at the complexweb of technology and manufacturing that defines the future of the EV industry.FullScript:mp.weixin.qq.com
This week on China EV Weekly, hosts Emma and David dive deep into the most significant stories from the world's largest electric vehicle market. The episode begins with a major move from Geely, which is set to launch four new models to challenge market leaders. The hosts then discuss the recent temporary slowdown in the Chinese EV market and the expected rebound in August. The show highlights new product developments, including Nio's upcoming third-generation ES8 SUV and the expanded technical partnership between Xpeng and Volkswagen. The hosts also cover BYD's move into in-house tablet production and the launch of its new, nearly three thousand horsepower Yangwang U9 hypercar. The episode concludes with a detailed deep dive into the surprising comeback of LFP batteries, which now dominate the domestic market and are reshaping the industry's future. The hosts analyze the reasons for this shift and its implications for both the Chinese and global EV markets.Full Script: mp.weixin.qq.com
This week on China EV Weekly, we dive deep into the most impactful developments in the country's electric vehicle sector.We have a packed episode for you, covering everything from global supply chain shifts and major tech collaborations to policy changes and groundbreaking technological leaps. Here's what we'll be discussing: A Major GM-CATL Partnership: We analyze General Motors' strategic decision to import LFP batteries from China's CATL to support its Chevrolet Bolt production. This move is a fascinating look at how global giants are balancing domestic manufacturing goals against immediate supply chain needs. Huawei and Chery's Billion-Dollar Venture: We explore the massive 10 billion yuan investment by Huawei and Chery into their joint EV venture. This partnership aims to create a new breed of vehicle, tightly integrated with a software ecosystem, and could fundamentally reshape the industry. Regulators' Warning on Price Wars: Authorities are raising a red flag about the "involution" of aggressive price cutting in the EV market. We discuss what this policy shift means for automakers and the long-term health of the industry. A Historic Sales Milestone: China's new energy vehicle retail sales exceeded one million units in July for the first time in history. We break down the numbers and what they signal for the market's continued growth and maturity. BYD's Unplanned Safety Test: In a truly astonishing story, a BYD Song Plus reportedly sustained three lightning strikes in a single drive. We discuss how this real-world event could impact consumer perception of EV safety. Zeekr's 900-Volt Tech: We look at Zeekr's latest technical upgrade, which introduces a new computing chip and a 900-volt high-voltage architecture, setting a new benchmark for the industry. NIO's Growing Infrastructure: We talk about NIO's rapid expansion of its Power Swap Station network across China, a game-changing strategy for easing range anxiety and redefining the EV ownership experience. A Solid-State Battery Breakthrough: We discuss a major announcement from a Chinese research lab regarding a new solid-state battery prototype, a development that could position China for long-term dominance in fundamental battery science.
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is April 20th. As usual, we will bring the latest news happening in China.Today we start with tariff, US tariffs have for sure brought danger to the global automotive market but a report said there is at least one good thing with it - it gets China and EU closer for car export and import.In the meantime, another article analyzed EU Price Deal towards China, saying it Is preferable compared to Tariffs for Chinese EV Makers.Then we move our eye to Polestar, reports said Polestar already Waves The White Flag In China. Last, we will look into BYD, specifically in UK market. It is reported this month that BYD UK sells more cars in Q1 2025 than the whole Year of 2024.OK! Buckle up, let's roll to the first news.Full script: https://mp.weixin.qq.com/s/edHtLyFF3PkIq45-9MbqvA
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is March 30th. As usual, we will bring the latest news happening in China.We start with BYD, they have presented their annual report and stated their aim to double export sales to 800,000 vehicles in 2025.Two Tesla stories after BYD. First a news on Tesla China’s first Megapack exports are headed for a big battery in Australia. While in the meantime in car business, it is reported Tesla FSD Trial In China Ends After One Week.Last, we will move our eye to Xpeng, who presented their AI-Powered Experience Strategy at Bangkok International Motor showOK! Buckle up, let's roll to the first news.Full script:https://mp.weixin.qq.com/s/GELtszTtXi9xdpXV6i2_5g
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is March 23rd. As usual, we will bring the latest news happening in China.Today we start with Toyota, a report try us to understand How Toyota Is Dealing With The Rise Of China’s EvsThen we will a news from Shanghai, that Shanghai introduces incentives for the construction of battery swap stationsIn them meantime on the other side of charging infrastructure, BYD, have just Launched 1000-Volt EV PlatformLast, we have one article try to find out Where Does Tesla Face the Most Sales RiskOK! Buckle up, let's roll to the first news.Full script:https://mp.weixin.qq.com/s/0SVEmklIRpYDXCGrxyOzSg
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is March 16th. As usual, we will bring the latest news happening in China.Today we have 2 reports for Tesla and 2 for BYD. First we start with Tesla, it is reported to bets on lower-priced Model Y in China, target to increase sales. In the meantime, they have been reported their exports from China in February end with 3,911 cars, down 87%.Moving to BYD, they have raised billions on Hong Kong stock exchange for future investment.It is also reported that BYD considers third European plant and battery factory.OK! Buckle up, let's roll to the first news.Full script:https://mp.weixin.qq.com/s/h959vt39YIR82z3iUvUt_A
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is March 9th. As usual, we will bring the latest news happening in China.01:00 First we will start with Xiaomi, they have launched its new flagship “Ultra” SU7 variant, causing a huge discussions in the social media by it is scary spec and low price.03:32 Following by another news from Xiaomi, as they also announced their plan to sell cars in overseas markets in 2027.05:25 then, we will look into a bit Tesla in China, their sales crash in February, hitting the lowest record since last Aug 2022.07:27 Last we will move our eyes on BYD, as they prepare market launch of 1,000-volt electric vehicles.OK! Buckle up, let's roll to the first news.Full script:https://mp.weixin.qq.com/s/xaJC9Kpg2WblOLwbmBjSew
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is March 1st. Time flies, feels like all of a sudden we have entering the 3rd months of new year. The same feel goes to the development of EV cars industry. As usual, today we will bring the latest news happening in China.01:13 First we will start with battery technology side, BYD confirms plans for EVs with all-solid-state batteries to begin rolling out in 2027, which may change the landscape whole the whole battery industry.03:53 Following by another battery giant in China, CATL, who is reported to continues to ramp up battery production in Germany.06:33 Then, we will look into a bit the Mercedes-Benz situation in China, they have confirmed their China layoffs, reduce its workforce by 15%.10:00 In the end, we have dive into Tesla's FSD, which is allowed in China just last week, and we will hear the media review on its performance.OK! Buckle up, let's roll to the first news.Full script:https://mp.weixin.qq.com/s/ikwxCiQIPKnji4czCXZMjQ
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is Feb 23rd. Glad to hear you. Today we will bring you First we will start with a bit in the battery technology side, one research developed by Chinese researchers find a way to increase energy density new lithium-hydrogen battery. Following by Geely and BYD, both Chinese automotive giants entering Brazil, with Geely collaborates with Renault to produce vehicle in Brazil while BYD acquires mining rights in Brazil’s ‘lithium valley’.then, we will look into a bit the collaboration between SAIC motor and Huawei. SAIC, once the No.1 auto manufacturer now partnered with Huawei, the tech giants, to co-develop the smart Evs.In the end, we will looking into the job market, by media reports saying Chinese automakers recruit global design talent to enhance vehicle competitivenessOK! Buckle up, let's roll to the first news.Full Scripthttps://mp.weixin.qq.com/s/0RySO9LaXLul5hm2UUQJtw
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is Feb16th. Recently Deepseek has triggers a lot discussions in the internet all around world. While in the automotive industry, OEMs have also reacted this very fast. In today's episode you will hear stories linked with Deepseek while also the competition among China, Europe and US towards BEV cars.01:13 First we will start with Nissan, they are on the headlines due toNissan became the first non-Chinese automaker to integrate DeepSeek in cars.03:04 Then we will look into a bit in deeper with deepseek, one analysis article try to sort out What does DeepSeek’s AI means for automotive industry.06:19 Following by Volvo and CATL, Volvo Wants U.S. Batteries For The EX90 instead of CATL due to the tariff.08:29 The last, we will look into a bit the BEV price trend in EU and US, which seems fall down but remain double the cost of those in China.OK! Buckle up, let's roll to the first news.
01:09 Audi close its Brussels plant, embrace China production and maybe more04:13 BYD confirms Indonesian factory on-track for 2025 completion08:05Tesla joins Chinese OEMs challenge EC tariffs11:41With more competitions from China, job cuts in European automotive industry under wayFull script:https://mp.weixin.qq.com/s/I_tJtGgydMUFRiRhMJmTOA?token=605054579&lang=zh_CN
00:46 The Polestar 2 Isn't Dead Yet03:57 China’s EV Export Era Is A Bigger Geopolitical Move Than We Normally Acknowledge07:12 Chinese cars are close to a US ban – and that could make EVs a lot more expensive12:18 Xiaomi plans automobile sales in South Korea, eyes electric vehicle expansion---Full script: https://mp.weixin.qq.com/s/n9qVap9CzrPc4qlYX5kZHw?token=1476385270&lang=zh_CN
00:42 After the Northvolt fiasco, is the future of Europe’s EV battery industry bound up with China?05:08: BYD’s third 7000-car carrier goes into operation, accelerating its global EV expansion07:26 Hyundai Motor think tank warns against underestimating BYD's entry into S. Korean market10:15 Li Auto CEO ThinksAutonomous Cars Need Lidar in ChinaFull script: https://mp.weixin.qq.com/s/L-HBJUOJS82dCVUJi1xXUQ?token=1641646921&lang=zh_CN
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is Jan 19th. We are back and bring you the latest news in the China EV market.This week we will cover you00:47 How China became world’s largest car exporter05:48 Nio aims to become profitable by 202608:57 Tesla is reportedly exploring entering the Indian auto market again11:26 BYD aims to cut EV battery costs by15% with its new Blade battery launching in 2025Ready togo? Let's roll!Full text: https://mp.weixin.qq.com/s/T8oxEKW9jJfUxodHJNmWSA?token=257577544&lang=zh_CN
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is August 19th. We are a bit late this week but we will still bring you the latest news in the China EV market.We will cover you00:54 Tesla Cancels Factory Plans in South East Asia02:45 NIO Launches Its First Fourth-Generation Battery Swap Station in Beijing04:06 Waymo Faces Challenges Due to US Tariffs on Chinese EVs05:33 Audi to Integrate Huawei's Intelligent Driving Systems in Its Vehicles07:58 Price War Intensifies in Heavy-Duty Truck Market with big DiscountsReady to go? Let's go!
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is August 11th. Yesterday it was Chinese Valentine's Day, and today we will bring you the latest news in the China EV market.We will cover you:01:00 Tesla Vindicated in Brake Failure Lawsuit after 3 years03:46 GAC Fiat Chrysler Factory Faces Second Unsuccessful Auction After Price Drop06:34 Automakers Amidst a Price War: Only Two Companies Achieve Over 50% of Annual Sales Target12:14 China Continues to Lead Global Auto Exports in First Half of 202415:31 Fortune Global 500: Eight Chinese Auto Firms Make the List, BYD and CATL Show Significant GainsReady for this week? let's go!
Hello, our dear EV audiences. Welcome to this week's China EV weekly. Today is August 4th, we will bring you the latest news in the China EV market. We will cover you00:55 Xiaomi Invests 842 Million Yuan in Land for Second Phase of Automobile Factory03:39 Leap motor’s first 2 Models Bound for Europe, Plans for 200 Sales Outlets by Year-End05:24 BYD Secures Major Electric Vehicle Deal with Uber for 100,000 Cars08:09 Daily Earnings Exceed 100 Million RMB: CATL’s Half-Year Performance summary11:27 Chinese Carmakers Capitalize on Paris Olympics for MarketingReady for this week? let's go!
Hello our dear EV friends, welcome to this week's China EV weekly. Today is July 28th and we will bring you:00:48 EU May Reduce Tariffs on Chinese-Made Electric Vehicles from Volkswagen and BMW03:34 Volkswagen and XPeng Deepen Partnership: Joint Development of Electric Architecture05:48 Honda's Major Production Cuts and the Shift to Electric Vehicles in China08:08 SAIC group Delivers World's Largest Clean Energy Ro-Ro Ship to support export of local cars10:20 And a special report on: Who is Buying BMWs inChina now?Ready togo? Let's start the E-machine！
24072101:05 Turkey Cancels Additional Tariffs on Chinese Cars while BYD Invests $1Billion in Turkish Plant03:01 Chinese Electric Vehicle Market Faces Major Shakeup,Analysts PredictOnly 1 in 7 Automakers Will Be Profitable by 203005:02 China's Largest Car Dealer Faces Delisting AmidFinancial Struggles08:14 Major Automakers Withdraw from Price War in China10:14 Baidu's Sixth-Generation Robotaxi equips 4 lidars12:04 BYD's Annual Sales Forecast Raised to 4 Million Units,Overseas MarketsExpected to Maintain High Profit MarginsEnjoy :)
Hello our dear audiences, welcome to this week's China EV weekly. Today is July 14th, we will bring you00:57 BYD Invests $1 Billion in Turkey for new EV plant and engineering center03:18 BYD's Denza Aims to Challenge Luxury Brands in Europe06:12 Market analysis on BYD Producing Electric Vehicles inThailand10:41 SAIC-GM Sales Decline Sharply in June14:53 Chinese Cars Dominate Russian Market Amid Western Brands' Exit18:40 BMW Seeks to Lower Import Tariffs on Chinese-made Electric MINI Cooper20:17 Baidu’s Autonomous Taxis Flourish in WuhanA lot of info this week, let's buckle up and start the trip!
Hello our dear audience! today is July 9th, welcome to this special episode of China EV weekly.Today we will focus on Huawei, on its car business unit.Some of you may know, Aito ( also named 问界 in Chinese), a car brand produced by Seres motor but developed and owned by Huawei, has become one of the best selling new energy vehicles brand in China. Recently Huawei sold Aito cars trademarks and patents to their partner Seres motor. This brings a lot of discussions in the China internet and social media, asking what is behind this and, an ultimate question has been asked many timesWill Huawei Eventually Make Cars?
Hello dear audience, welcome to this week's China EV weekly. Today is July 7th, we will cover you01:12 Volvo announced manufacturing site change after new tariffs imposed on Chinese manufacturer04:41 Geely Auto's Q1 Revenue and Profit Surge Amidst Sales Boom06:30 BYD's Landmark Delivery in Indonesia: A Thousand New Energy Vehicles Hit the Road07:45 Toyota Explores Lexus "Domestic" Production in Shanghai10:04 Beijing's Autonomous Vehicle Regulations: set clear demarcation of traffic accident liability11:48 Chinese Dominance in the Global Automotive LiDAR Market - 2024 Automotive LiDAR Market Report14:56 Volkswagen and SAIC Collaborate on Electric and Plug-in Hybrid Vehicles Following $5 Billion Investment in RivianBuckle up, let's get it started!
Welcome to the this week's China EV weekly!01:20 Nissan Shuts Down Changzhou Plant Amid Declining Salesin China03:26 BYD Electric Sedan Enters the Japanese Market05:29 BYD's Uzbekistan Plant Rolls Out First Batch of NewEnergy Vehicles07:15 Rumors About Xiaomi SU7's Nürburgring Lap TimeDebunked08:43 Taobao and Xiaomi Collaborate on "Virtual TestDrives"09:25 Great Wall Motors to Establish New Plants in Malaysia,Indonesia, and Vietnam10:29 CATL Ranks Fourth in Global Top 100 Auto PartsSuppliers List12:35 Xpeng's Head of Autonomous Driving DiscussesChallenges of Tesla's FSD in China
Good morning, our dear EV fans. welcome to this new episode of China EV weekly.Today is June 23rd, we will bring you below latest news happened in China last week01:17 Buffett Continues to Reduce Stake in BYD, Cashes Out Over 300 Million HKD03:38 Chery Responds to EU’s 21% Tariff: Local Production in Europe to Mitigate Impact05:30 Six-Year Legal Battle Concludes: Geely Wins Technology Secrecy Lawsuit Against WM Motor,Awarded 89 Million US dollors08:22 Chery's Technological Leap: Reviving the Freelander with Jaguar Land Rover11:36 Leapmotor’s Strategic Move: Local EV Production in Poland13:14 Avatr Enters Middle East Market: Strategic Partnership with UAE's Leading Luxury CarDealer Al Saqer Group15:14 BYD Enters the Insurance Market: Lower Costs and Enhance EV ServicesAre you Ready for this week? Let's go!
