China EV weekly

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