Huawei–CATL and Geely–NIO: September–October 2026 Swap Alliances Explained
Compare the October 19 Yinwang–CATL–CAES agreement with the September 27–28 Geely–NIO deal: software, standards, proposed ownership and what remains unverified.
#NEV Industry
4 articles in this collection
China NEV Penetration Hits Record 62.9% as BEVs Surge and EREVs Slide
China's new energy vehicle retail penetration surged to a record 62.9% in May 2026, exceeding 60% for the second consecutive month. BEVs gained share to 67% of NEVs while EREVs fell to just 7%, reshaping global EV adoption benchmarks.
Dongfeng Nissan N-Series Hits 100K as JV Brands Fight Back in China’s NEV Market
Dongfeng Nissan's N-series reaches 100,000 NEV units in 14 months as JV brands fight back. N7, N6, NX8 cover BEV, PHEV, EREV segments. JV NEV penetration climbs from 6% to 14.5%.
China Gasoline Car Sales Plunge 41.8% in May 2026 as ICE Models Exit Top 10 Retail Rankings
China gasoline car sales plunged 41.8% in May 2026 as pure ICE models exited the top 10 retail rankings for the first time, with NEVs capturing 57.3% of all new car sales in the world's largest auto market.