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Electric & new energy vehicles
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BYD
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’.
2 Mar 2026 - 8:28PM
Two Sessions 2026
Chinese officials, car executives may discuss capping EV output
2 Mar 2026 - 4:00PM
Autonomous vehicles
Breakthrough or hype? How WeRide aims to edge rivals in crowded robotaxi field
2 Mar 2026 - 9:45PM
Electric & new energy vehicles
China’s Geely bets on longer-range, faster-charging tech over fresh EV price war
‘We promise to compete based on technology, quality, brand, service and corporate ethics,’ Geely Auto CEO says.
24 Feb 2026 - 7:47PM
Technicians are seen working at the assembly line of Geely Auto’s Changxing plant in Huzhou, eastern Zhejiang province. Photo: VCG via Getty Images
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.
23 Feb 2026 - 10:43PM
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Electric & new energy vehicles
China’s EV insurers move towards profitability on higher premiums, AI adoption
Chinese insurers are turning to AI as the technology cuts labour costs and enhances pricing accuracy.
23 Feb 2026 - 10:30AM
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Electric & new energy vehicles
Speed bump ahead: rising battery costs nudge Chinese drivers towards hybrids
Higher lithium prices and the end of incentives are reshaping China’s EV market, with hybrids emerging as a more practical option for many.
20 Feb 2026 - 9:00AM
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Workers produce lithium batteries in Qinyang, central China’s Henan province. Photo: Xinhua
SCMP Highlights
CATL’s sodium-ion breakthrough, Tesla’s AI training centre: 7 EV reads
From China banning carmakers from selling below cost to Chinese brands’ dominance in Brazil, here are seven EV stories you may have missed.
18 Feb 2026 - 3:30PM
Germany
Mercedes to accelerate localisation as China revenue slump hits 2025 profits
Despite a weak outlook, the company unveils a strategy to further localise production in China, introduce AI-based upgrades and launch new models.
13 Feb 2026 - 4:46PM
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.
13 Feb 2026 - 4:23PM
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Electric & new energy vehicles
China’s efforts to control EV price war sees carmakers paying vendors quicker
Only a handful of the nearly 50 mainland China-based EV builders have been able to turn a profit amid the price wars.
12 Feb 2026 - 6:53PM
An aerial drone photo taken on January 14, 2026, shows domestically produced vehicles for export at Yantai Port in east China’s Shandong Province. Photo: Xinhua
Electric & new energy vehicles
Exclusive
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CATL’s new innovation expands EV battery horizons in untapped cold regions
The Chinese giant pulls an ace from its sleeve amid fierce EV competition by bringing sodium-ion batteries to the mass-produced car market.
10 Feb 2026 - 8:30AM
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Electric & new energy vehicles
Pony AI and Toyota roll out robotaxis in China’s autonomous drive push
Guangzhou-based Pony AI begins output of 1,000 autonomous cabs and targets a 3,000-unit fleet by the end of 2026 as it expands globally.
9 Feb 2026 - 8:28PM
Electric & new energy vehicles
Chinese EV maker Nio raises US$2.6 billion bet on battery swapping
Company touts 100 million swaps, but fast-charging batteries are eating into the technology’s speed advantage, analyst says.
9 Feb 2026 - 3:02PM
Electric & new energy vehicles
Tesla launches China AI training centre as self-driving race accelerates
US EV giant opens hub to advance its Full Self-Driving software, as Chinese carmakers step up their own L3 autonomous driving plans.
6 Feb 2026 - 11:07PM
The AI training centre’s launch marks a significant step towards commercialising Tesla’s Full Self-Driving navigation software in mainland China. Photo: Reuters
Electric & new energy vehicles
Why CATL’s sodium-ion breakthrough could be a game changer for China’s EV market
The Naxtra battery, more price-stable and cold-resistant than the lithium-ion units now powering most EVs, will undergo its first tests this week.
5 Feb 2026 - 5:05PM
Electric & new energy vehicles
China’s turbocharged EV market hits a speed bump amid falling sales
After years at full throttle, China’s EV sector is slowing sharply, with sales sliding in January as tax breaks fade and costs rise.
4 Feb 2026 - 9:47PM
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Electric & new energy vehicles
China’s first ‘Tesla killer’, flying car makers eye lift-off date: 7 EV reads
From analysis on Beijing-Ottawa tariff deal to foreign carmakers set to stage China comeback, here are seven EV stories you may have missed.
4 Feb 2026 - 3:00PM
A Xiaomi SU7 Max is displayed at the entrance of the company’s EV factory in Beijing. Photo: AFP
Electric & new energy vehicles
Tesla, Xiaomi vie for Chinese EV buyers with cheaper, longer loans
Low interest rates and seven-year payback periods replace price discounts while EV sales drop and materials costs rise.
4 Feb 2026 - 12:00PM
Electric & new energy vehicles
Chinese EV makers’ shares skid as sales slide after tax incentive ends
Shares in Hong Kong-listed BYD, Xpeng, Li Auto and Nio plummet as tepid January sales underline pessimistic forecasts for the year.
2 Feb 2026 - 5:02PM
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.
30 Jan 2026 - 1:12PM
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Electric & new energy vehicles
Tesla reports first ever annual revenue decline as China’s EV giants zoom ahead
Tesla’s vehicle production fell 7 per cent year on year in 2025, as Elon Musk signals company will pivot to humanoid robots.
29 Jan 2026 - 5:18PM
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Tesla CEO Elon Musk speaks during a panel discussion at the World Economic Forum (WEF), in Davos, Switzerland. Tesla has reported that its annual revenues declined for the first time in the company’s history in 2025. Photo: EPA
China’s private sector
Partnerships, not plants: Chinese companies rethink overseas expansion strategy
Executives are urging a measured approach as Chinese firms turn to global markets amid intensifying competition at home.
28 Jan 2026 - 11:00AM
China manufacturing
Over 70% of European firms in China review supply chain strategies: survey
The findings show how European firms must maintain a delicate balancing act between China’s tight security and focus on self-reliance.
29 Jan 2026 - 5:50PM
Electric & new energy vehicles
Xpeng targets overseas sales surge in 2026 as China EV battle goes global
Guangzhou-based EV maker targets more than 90,000 overseas deliveries this year amid fierce competition at home.
27 Jan 2026 - 8:30AM
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