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EVs: Industry Trends

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EVs: Industry Trends
Stay updated on China’s booming electric vehicle industry, a key driver of global EV adoption and sustainability efforts.
People inspect and pose with Nio’s ES9 ahead of the car’s launch event in Beijing on Wednesday. Photo: Reuters
Electric & new energy vehicles

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.

Electric & new energy vehicles

Tesla’s FSD launch in China heats up competition with domestic EV makers

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Electric & new energy vehicles

China’s Chery plans for 1m EVs sold abroad amid global energy crisis

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Electric & new energy vehicles

Oil shock fuels BEVs to 9 of top 10 in sales, with China brands overtaking Tesla

Battery EVs take nine of top 10 sales spots amid surging oil prices, giving local brands the edge and pushing Tesla down April charts.

Geely vehicles are on display at Auto France in Paris on April 28. Photo: Reuters
Electric & new energy vehicles

BYD, Geely benefit from overseas orders amid Middle East energy shock

Retail sales of EVs fall 11 per cent year on year in April to 614,000 units – but foreign markets are providing a boost.

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Electric & new energy vehicles

Shifting gears: how foreign giants aim to catch up in China’s EV era

International carmakers launch tailored models and accelerate R&D as they scramble to match the speed and sophistication of domestic rivals.

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Semiconductors

Hit from memory costs spreads from smartphones to BYD EVs in China

Carmaker explicitly cites sky-high memory costs as it raises the price of a high-end driver-assistance system by 21 per cent.

People watch a demonstration of BYD’s self-parking technology during the 2026 Beijing International Automotive Exhibition on April 26, 2026. Photo: Xinhua
Electric & new energy vehicles

Chinese robotaxi firms accelerate global roll-outs as cost edge drives expansion

Pony AI and WeRide harness China’s supply chain strength to cut costs, boost efficiency and scale robotaxi fleets worldwide.

Electric & new energy vehicles

Chinese EV makers target global expansion at Auto China amid energy shock

Most carmakers taking part in the exhibition have either debuted models designed for export markets or announced expansion plans.

Electric & new energy vehicles

Chinese EV makers bet on in-house chips to make cars smarter and more autonomous

Chinese EV makers are showcasing advanced in-house chips at Auto China, powering smarter vehicles and challenging global tech leaders.

Hesai CEO David Li speaks at the lidar maker’s tech open day in Shanghai, on April 17, 2026. Photo: Reuters
Hong Kong stock market

Chinese EV stocks jump on surging exports, domestic demand hopes

Nio, BYD and Xpeng advance after data shows EV exports more than doubled to just under 1 million in the first quarter.

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A photo taken on April 10, 2026, shows vehicles awaiting export at Yantai Port in east China’s Shandong Province. Photo: Xinhua
Electric & new energy vehicles

More foreign marques face a do-or-die moment as Chinese buyers shun petrol cars

Following Skoda’s exit from China, other carmakers with falling sales are also likely to close shop this year, analysts say.

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Electric & new energy vehicles

Middle East oil shock jolts EV demand, putting Chinese exports in fast lane

Orders for Chinese NEVs are rising along with footfalls at EV dealerships both at home and overseas, according to Nomura analyst.

China exports

EVs lead China’s going global push

Chinese electric vehicle (EV) makers, led by BYD and Geely, dominate global sales, and demand may accelerate in 2026 as Middle Eastern instability pushes up fuel costs.

EVs lead China’s going global push
China exports

The Iran war could widen China’s EV lead over its global rivals. Here’s why

The ‘eye-watering’ surge in oil prices may push consumers around the world to switch to electric cars, boosting Chinese brands, analysts say.

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Large numbers of cars are lined up ready for export at a port in eastern China’s Jiangsu province. China recently overtook Japan as the world’s largest car exporter. Photo: Xinhua
Electric & new energy vehicles

3 Chinese EV makers raise prices – but demand slowdown could force reversal

Xiaomi, Chery and FAW adjust prices amid surging chip and raw material costs, but analysts say soft sales could undermine gains.

China property

China mall shuffle: as EVs exit, who’s filling the ground-floor showrooms?

New demand for mall space comes from brands riding fresh trends, including Unitree Robotics, Pop Mart and Lululemon.

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Electric & new energy vehicles

BMW sees smoother road ahead in China after sales skid in 2025

German carmaker reports a solid start to 2026 amid stabilising prices, with new EV model, its ‘most Chinese car’ ever, coming soon.

A Chinese-made version of BMW’s iX3 is set to debut in April. Photo: Handout
Style Edit

Style Edit: BMW iX3 rewrites the EV rule book on range and sustainability

Based on the carmaker’s Neue Klasse platform, the new model has a sleek design, advanced tech and 805km range, all while cutting emissions.

Electric & new energy vehicles

Top Chinese EV makers are selling more cars overseas than at home

Top EV makers such as BYD, Great Wall Motor and Chery are selling more cars in overseas markets than at home.

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Electric & new energy vehicles

China should skip a step in self-driving cars, Xpeng CEO says

He Xiaopeng urges Beijing to clear way for a leap ahead in autonomous driving technology – a jump he promises to propose at the ‘two sessions’.

The Next P7, an electric vehicle from Xpeng, appears at the Indonesian International Motor Show in Jakarta on February 5, 2026. Photo: AP Photo
Electric & new energy vehicles

Low-cost models dominate China EV sales, surpassing Tesla and BYD

Geely’s and Wuling’s sub-100,000 yuan battery EVs ranked first and second in mainland China last year, each selling over 400,000 units.

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Geely’s Xingyuan was the top-selling EV on the mainland last year. Photo: Weibo
Artificial intelligence

Colour matters: how AI is changing car premiums and services in China

Car colour, driving habits and location influence insurance premiums, according to a digital solutions provider using ByteDance’s AI model.

Electric & new energy vehicles

Chinese cars now can’t be sold for less than it costs to make them

Regulator bans tactics that result in a net loss per vehicle after a 7 per cent drop in the average car price.

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Electric & new energy vehicles

How Tesla’s AI shift is prompting Chinese rivals to expand tech offerings

As Tesla diversifies into humanoid robots and self-driving cars, its Chinese competitors are also moving into flying cars, robots and chips.

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Xpeng’s X2 flying car is displayed at the Gaikindo Indonesia International Auto Show in Tangerang, Banten, Indonesia, in July 2025. Photo: Shutterstock
Electric & new energy vehicles

Chinese EV makers’ outlook overseas improves as Europe levels the playing field

Europe’s 33 per cent EV sales growth outpaces the mainland in 2025, while Germany launches a US$3.5 billion subsidy programme.

A BYD Seal is displayed at the Brussels Motor Show on January 9, 2026. Photo: EPA
Electric & new energy vehicles

China’s EV makers face slowdown in export growth after doubling in 2025

Chinese carmakers sold more than 2.6 million units to overseas markets last year, up 104 per cent from a year earlier, association says.

Electric & new energy vehicles

China’s Xpeng unveils hybrid SUV boasting world’s longest driving distance

Launch of new G7 edition underscores Xpeng’s go-global push and rising competition with Tesla and BYD.

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