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Electric & new energy vehicles

Electric & new energy vehicles
Latest news, in-depth features and opinion on electric & new energy vehicles, with a particular focus on China.
Elon Musk in Beijing on May 14. Photo: AP
IPO

As Musk becomes first trillionaire from SpaceX IPO, will next come from China?

As the initial public offering sees Musk become the first ever trillionaire, China is also seeing growth in its tech uber-rich.

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Automotive industry

EVs capture two-thirds of China’s car market in record-breaking week

China trade

China’s BYD challenges iconic auto giants as hybrid demand surges in Germany

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Robotics

From cars to humanoids: Xpeng boss takes over robotics unit in ‘strategic pivot’

Billionaire founder discloses that over the past year he spent at least one full day each week engaged in the robotics operations.

Xpeng’s Iron humanoid robot walks around during a showroom tour at the company’s headquarters in Guangzhou, November 5, 2025. Photo: AFP
Renault

Europe’s bet on Chinese EV joint ventures may be solving yesterday’s problem

Auto veteran Soh Weiming on the EV tech transfer, China’s plateau, and Europe’s chance to catch up.

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BYD

China’s battery dominance

Chinese companies dominate the global supply of lithium batteries for electric vehicles and energy storage systems and are driving the next stage of battery development.

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BYD

BYD powers past Geely as oil shock charges up global EV demand

Strong overseas demand for battery-powered cars helped BYD recover from a first-quarter setback and retake pole position.

Shanzhen-based EV assembler BYD lost its title as mainland China’s largest carmaker in the first quarter of 2026, but has since rebounded as rising oil prices powered demand for electric vehicles. Photo: Reuters
China-EU relations

Opinion | EU threat of trade war against China is a strategic farce

The EU is mistaken in believing it still has economic leverage. A trade war will not save an economy in decline.

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SCMP Highlights

BYD launches ‘God’s Eye’; CATL’s bid to boost battery dominance: 7 EV reads

From Tesla sales surging in China to BYD and Chery charting their overseas growth, here are seven EV stories you may have missed.

China-EU relations

Opinion | China’s EV giants are breathing new life into Europe’s ailing car industry

From Chery in Britain to SAIC in Spain, Chinese carmakers are investing in new plants and revitalising old ones as they localise production.

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Illustration: Craig Stephens
Mainland China

BYD playing catch-up with demand for fast-charging batteries

Carmaker says sales volume this year will be limited by battery production, which it is expanding by 20,000 to 30,000 units per month.

BYD expects its fast-charging batteries to provide a sales boost. Photo: Reuters
US-China relations

US adds Alibaba, BYD, other Chinese tech champions to military company blacklist

Trump administration has designated top China firms as ‘Chinese military companies’ operating in the United States.

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Tesla

China’s EV giants challenge Tesla in race to commercialise humanoid robots

After years of competing with Tesla in electric vehicles and self-driving technology, Chinese manufacturers are targeting humanoid robots.

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Science

New Energy | China’s new battery tech set to turbocharge EVs, energy storage

Car batteries that charge in under 7 minutes, innovations in renewable-energy storage – Chinese advances make alternatives to fossil-fuel power more appealing.

China’s new battery tech set to turbocharge EVs, energy storage
US-China relations

Opinion | Energy now a focus of US-China contest of the century

As China and the US race towards energy dominance, attention to climate resilience and resource security can ensure positive outcomes for all.

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Workers inspect a wind turbine on April 23, in China’s Jilin province. Photo : Xinhua
Future of transport

Why foreign marques are struggling to keep pace with Chinese EV demand

Domestic brands surge on fresh incentives and better batteries, while foreign carmakers fail to sustain their earlier market share.

Automotive industry

China’s BYD, Chery chart 80% growth overseas as EV demand spikes

‘Eye-catching’ numbers show efforts paying off amid growing brand recognition abroad and tepid sales at home, analysts say.

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Tesla

Tesla’s China sales surge to 2026 high, but rivals crowd the rear-view mirror

Tesla’s China sales rebounded in May on financing incentives and stronger demand, but local competitors are gaining momentum.

A Tesla vehicle on display at a Beijing showroom. Deliveries from the carmaker’s Shanghai plant hit a 2026 high in May. Photo: AFP
China-EU relations

China’s SAIC plans to build first EU car plant in Spain’s Galicia

Galicia’s leader Alfonso Rueda said his administration ‌had given the project an initial investment envisaged at around US$232 million.

Automotive industry

Chinese EV makers recover in May but competition fierce amid overcapacity woes

Consumer willingness to embrace new tech, along with cash subsidies from local governments, gave the EV sector a much-needed boost.

Mainland China

AI could redefine China’s EV market: Morgan Stanley

Carmakers redirect resources to autonomous driving upgrades, hoping AI can deliver growth beyond subsidy-driven sales.

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The push in AI would likely bring EV models with conditionally autonomous driving capability, or Level 3, to market, according to Morgan Stanley. Photo: Getty Images
China-EU relations

Brussels agrees on tougher China trade policy, as Beijing vows retaliation

Trade chief details why bloc needs to take stronger steps to defend itself from what is described as a new ‘China shock’ to its industries.

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European Commissioner for Trade and Economic Security Maros Sefcovic is expected to ramp up safeguard measures in sectors that are under severe pressure from Chinese overcapacity. Photo: Reuters
Future of transport

Premium plan: China’s EV makers pin hopes on higher-margin models

New models from carmakers including Nio and Seres also challenge Tesla’s bestselling Model Y and cars from luxury German marques.

BYD

China’s BYD aims for zero accidents with ‘God’s Eye’, vows crash cost coverage

EV giant pushes affordable autonomy with its system, aiming to make self-driving safer and accessible to mass-market consumers.

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CATL

CATL set to boost global energy storage with world’s largest testing facility

The firm says it has completed a 3 billion yuan research facility for testing energy storage systems.

CATL’s Xiamen Energy Storage Validation Research Institute (ESVL) officially commenced operations on Thursday. Photo: Handout
China manufacturing

China unveils new blueprint that could reshape global EV and AI standards

The plan sets out Beijing’s ambition to define technical rules for next-generation cars.

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The booth of Li Auto during the 2026 Beijing International Automotive Exhibition in Beijing on April 26. Photo: Xinhua
SCMP Highlights

Xpeng builds driverless cabs; Tesla launches FSD in China: 7 EV reads

From the oil shock fuelling BEV sales to Chery’s plans to sell 1 million cars abroad, here are seven EV stories you may have missed.

Hong Kong

Xiaomi out to scalp Musk’s bestselling SUV in China with upgraded, cheaper model

Shares in Xiaomi fell 4.57 per cent to HK$28.4 despite the Beijing tech titan’s confidence over Tesla and its HK$20 billion buyback plan.

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