China EV weekly

This week on China EV Weekly, Emma and David break down the latest seismic shifts in the global electric vehicle landscape. We cover major regulatory changes, as China’s Commerce Ministry announces new EV export permits starting in twenty twenty-six to manage overcapacity and the domestic 'involution' price war.

The show's headlines include:

BYD’s Triumph in Europe: The Chinese automaker officially outsells Tesla in the EU for the second consecutive month, fueled by massive year-on-year growth and a strong PHEV strategy.

Tech Titans Unite: Huawei and GAC Group unveil Qijing, a new premium EV brand, marking a fresh approach to the auto-tech partnership model.

Xiaomi's Surge: Deliveries of the SU7 and YU7 are accelerating, with Deutsche Bank projecting a record-breaking September for the tech newcomer.

Global Trade Friction: We examine Canada’s 'informal' review of its EV tariffs and the aggressive, localized battery strategy of CATL in Europe, which is unveiling new fast-charging and long-range options to compete globally.

Finally, our in-depth segment analyzes BYD’s high-stakes global blitz. We dissect how the market leader is investing billions in overseas manufacturing, including the imminent launch of its new plant in Hungary, as it races to make its global expansion fast enough to counterbalance the intense pricing pressure and competition back home.

Full script: 

https://mp.weixin.qq.com/s/6N4Ln69o_YUV2jBfjaTcGw

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Episode Description: In this week's episode, hosts Emma and David break down the top eight stories shaping the Chinese electric vehicle market. We explore a potential renewal of the decades-old joint venture between SAIC and GM, and a new, long-life, and ultra-fast-charging battery from CATL. We also cover the latest sales data from CAAM, which shows shifts in market leadership, and BYD’s international expansion facing new tariffs in Mexico. We take a closer look at Xpeng's G6 sales success and Nio's pivotal third-generation ES8 launch. Finally, in our deep dive segment, we analyze how the Chinese EV market is moving from a chaotic, subsidized boom to a more mature phase defined by consolidation, targeted government policy, and innovative service-based business models.

Full script:

https://mp.weixin.qq.com/s/OYsCE1Aergyu-nIjhozy9Q

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Episode Highlights:

1. Government Policy & Regulation: MIIT and seven agencies set NEV sales targets; crackdown on price wars, false marketing, and quality irregularities.
2. Market Trends: Slowest growth in 18 months; EVs continue to outsell gasoline cars; effects of regulatory stabilization and rising battery costs.
3. Recalls & Safety: Xpeng P7+ steering assist recall; discussion on quality control in advanced EV systems.
4. Global Trade: Mexico’s 50% import tariff threatens BYD and Tesla; supply chain challenges and strategic adjustments.
5. Product Launches: BYD Yangwang U8L luxury SUV debuts; U9 Track Edition sets world speed record.
6. Global Sales Trends: BEV and PHEV sales growth slowed globally; China continues to lead adoption but faces market maturation.
7. Strategic Analysis: Geopolitical factors, flexible supply chains, and technology adoption as keys to long-term success.

Key Takeaways:

• China’s EV industry continues to grow steadily despite regulatory tightening and global trade challenges.
• Technology innovation, safety, and strategic global positioning remain critical for leading automakers.
• Market data and international developments suggest that EV adoption will continue to accelerate, but sustainability and quality are becoming equally important as volume growth.

Full script:

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This week on China EV Weekly, Nina and David discuss the vibrant Chinese electric vehicle market. Key highlights include NIO's record-breaking August sales, driven by its new Onvo sub-brand. The episode also covers the overall market surge with BYD, Leapmotor, and XPeng achieving record deliveries. China's continued investment in high-power EV charging infrastructure is examined, alongside BYD's downward revision of its twenty twenty five sales target due to increasing competition. SAIC's MG brand's efforts to expand its European presence and Geely's introduction of the new Galaxy Starshine 6 EM-i PHEV are also featured. SVolt Energy Technology's significant order for cobalt-free batteries points to a growing trend in sustainable battery tech. The in-depth segment focuses on the rapid advancements and expanded regulations for autonomous driving trials in China, highlighting the country's potential to lead in this transformative sector.

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Welcome to a new episode of "China EV Weekly," your source for the most significant developments in the Chinese EV market. This week, we dive into eight major stories from August twenty-fourth to thirtieth.

• Policy Shift: We analyze the new restrictions on EV license plates in major cities like Shanghai and Hangzhou. How will this change affect sales and push the market from a subsidy-driven model to a more mature, market-driven one?
• Tech and Capital: We explore the massive joint venture between Huawei and Chery, a ten-billion-yuan investment that aims to redefine the smart car ecosystem.
• Market Milestone: A new report confirms a major tipping point: New energy vehicles now account for over fifty percent of all new car sales in China.
• Global Expansion: We cover BYD's strategic move into the European commercial vehicle market, introducing its Tang EV bus and T three light truck to key markets.
• Infrastructure Push: The Chinese government has issued a new directive to accelerate the deployment of high-power DC charging stations, a move designed to eliminate range anxiety and cement China's position as a charging infrastructure leader.
• Cross-Industry Partnership: We reveal the surprising collaboration between tech giants Baidu and Tencent to create a next-generation navigation and in-vehicle payment platform.
• A Technological Breakthrough: Our in-depth story focuses on CATL's revolutionary Battery-to-Chassis (BTC) technology, a game-changing innovation that promises to boost range, improve safety, and lower costs for future EVs.

This is a dynamic and evolving market, and we are here to provide you with all the essential insights.

Full script

https://mp.weixin.qq.com/s/uNGUopJTl2nDjBEoGOMO8g

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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.

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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.

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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.

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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

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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 show

OK! Buckle up, let's roll to the first news.

Full script:

https://mp.weixin.qq.com/s/GELtszTtXi9xdpXV6i2_5g

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