Geely’s 2026 Blitz: 17 Models and a 2.22M NEV Target
Geely's 2026 plan spans 17 new models, multiple brands, and a 2.22 million NEV target as the group scales its EV and hybrid offensive.
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China’s EV Push Into Southeast Asia Changes the Market
Chinese EV makers are reshaping Southeast Asia, with Thailand becoming a key proof point for BYD, SAIC, GAC Aion, and other China-linked brands.
CATL 2025 Revenue Hits About $58.4B, Profit Jumps 42%
CATL's 2025 annual report showed about $58.4 billion in revenue and about $10.0 billion in net profit, with battery sales reaching 661 GWh.
Solid-State Batteries: Gotion’s Path to About $0.14/Wh
Gotion says solid-state battery costs could approach about $0.14 per watt-hour as sulfide electrolyte scale, 400 Wh/kg cells, and pilot lines mature.
AITO M6 Delivers 10,000 Units in 19 Days From About $35,800
AITO M6 deliveries topped 10,000 units in 19 days, showing Huawei HIMA demand in the about-$35,800 SUV segment.
NIO Profitability Momentum Rises as Li Auto Slows
NIO's profitability momentum and Li Auto's softer quarter show how the China premium EV race is shifting from delivery rankings to margin quality.
BYD Pushes Back on CATL’s Premium-Battery Claim
BYD pushed back after CATL argued premium EVs should use ternary batteries, framing the debate around LFP, flash charging, and whole-vehicle engineering.
AI Hallucination Sparks EV Stock Panic in China EVs
An AI-generated rumor about a regulatory crackdown forced multiple Chinese EV makers to deny investigation claims, showing how hallucinations can move markets.
Stellantis Europe Plants Draw BYD Interest Amid Tariffs
Stellantis is exploring European plant partnerships as BYD and other Chinese automakers seek local production routes around EU tariffs and overcapacity.
China NEV Exports Hit 406,000 in April, Pass 50% Share
China exported 406,000 new-energy passenger vehicles in April 2026, putting NEVs above 50% of passenger car exports as BYD led outbound volume worldwide.