https://www.scmp.com/rss/523407/feed The latest news and top stories on Stephen Dyer, the Greater China Co-leader and Head of Asia Automotive and Industrials consulting practice at AlixPartners. He previously held leadership roles at Ford Motor Company Asia-Pacific and was a partner at Bain & Company and Kearney. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Daniel Ren Daniel Ren A number of underperforming international car brands are likely to either exit the mainland Chinese market or scale down operations, as losses mount due to falling sales and shrinking market share. Carmakers delivering fewer than 1,000 units a month already faced a do-or-die situation in the world’s largest automotive market because the weak sales were not enough to cover their manufacturing and operating costs, according to analysts. Some carmakers are likely to follow Skoda, Volkswagen’s... https://www.scmp.com/business/china-business/article/3349083/more-foreign-marques-face-do-or-die-moment-chinese-buyers-shun-petrol-cars?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3349083/more-foreign-marques-face-do-or-die-moment-chinese-buyers-shun-petrol-cars?utm_source=rss_feed Mon, 06 Apr 2026 08:00:09 +0000 Daniel Ren Daniel Ren Seven out of every 10 European companies operating in China were reviewing their supply chain strategies amid geopolitical tensions and Beijing’s opaque policymaking, which appears to set back the country’s globalisation efforts, according to a new survey. A survey of 324 corporate respondents conducted by the European Union Chamber of Commerce found that these firms aimed to strike a balance between cost efficiency and risk diversification, while building resilience in their supply... https://www.scmp.com/business/china-business/article/3341446/over-70-european-firms-china-review-supply-chain-strategies-survey?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3341446/over-70-european-firms-china-review-supply-chain-strategies-survey?utm_source=rss_feed Tue, 27 Jan 2026 12:30:13 +0000 Daniel Ren Daniel Ren Contemporary Amperex Technol­ogy Ltd (CATL), the world’s largest maker of electric vehicle (EV) batteries, has intensified efforts to develop batteries with longer lifespans after deepening its partnership with carmaker Nio. The two companies said they were committed to finding solutions to an issue that could cost millions of EV users trillions of yuan to replace expired batteries. Under a five-year agreement, CATL and Nio would pursue new technologies aimed at extending the life cycle of EV... https://www.scmp.com/business/china-business/article/3338961/chinas-catl-nio-deepen-partnership-develop-ev-batteries-longer-lifespans?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3338961/chinas-catl-nio-deepen-partnership-develop-ev-batteries-longer-lifespans?utm_source=rss_feed Tue, 06 Jan 2026 13:45:05 +0000 Daniel Ren Daniel Ren Lacklustre sales at the end of 2025 will bode ill for the Chinese electric vehicle (EV) market this year, with low-priced carmakers under pressure to offer further price cuts amid an adjusted trade-in subsidy mechanism. A bleak outlook could also prompt authorities to rein in a discount war as few assemblers are able to post profits. “As deliveries failed to live up to expectations, all major players would have to slash prices of their vehicles to reduce their inventories at the beginning of... https://www.scmp.com/business/china-evs/article/3338572/weak-year-end-sales-cloud-chinas-ev-outlook-keeping-price-war-fears-alive?utm_source=rss_feed https://www.scmp.com/business/china-evs/article/3338572/weak-year-end-sales-cloud-chinas-ev-outlook-keeping-price-war-fears-alive?utm_source=rss_feed Sun, 04 Jan 2026 01:00:15 +0000 Daniel Ren Daniel Ren Dozens of Chinese electric vehicle (EV) makers face a do-or-die moment in 2026, according to analysts, amid weakening domestic demand that is expected to see perennial loss-making firms exit the world’s largest car market. About 50 unprofitable mainland Chinese EV makers are under pressure to scale down their business or wind down operations, as the country’s automotive sector is projected to report a sales drop next year – the first such contraction since 2020 – owing to the industry’s... https://www.scmp.com/business/china-business/article/3337827/dozens-chinese-ev-makers-under-pressure-fold-or-trim-operations-2026-analysts?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3337827/dozens-chinese-ev-makers-under-pressure-fold-or-trim-operations-2026-analysts?utm_source=rss_feed Sun, 28 Dec 2025 00:30:08 +0000 Daniel Ren Daniel Ren Chinese makers of smart electric vehicles (EV) will have to redouble their efforts over the next few quarters to stay on track to break even as the brutal discount war in the world’s largest vehicle market shows few signs of abating. From Nio to Xpeng and Zeekr, China’s EV start-ups have been reporting smaller losses in the second quarter, as discounts helped to encourage more buyers to ditch their oil-guzzling vehicles for battery-driven cars. Nio’s second-quarter loss narrowed by 26 per cent... https://www.scmp.com/business/markets/article/3324232/chinas-ev-marques-must-redouble-deliveries-coming-months-meet-2025-break-even-goal?utm_source=rss_feed https://www.scmp.com/business/markets/article/3324232/chinas-ev-marques-must-redouble-deliveries-coming-months-meet-2025-break-even-goal?utm_source=rss_feed Thu, 04 Sep 2025 00:30:07 +0000 Daniel Ren Daniel Ren Chinese carmakers have refrained from offering steep discounts to align with Beijing’s efforts to protect a vital industry, but an end to the prolonged price war remains elusive, as the sector grapples with overcapacity and weak consumer demand for high-ticket items. The average discount offered by mainland Chinese electric vehicle (EV) and petrol car manufacturers fell to 16.7 per cent last month from an unprecedented 17.4 per cent in June, according to a recent JPMorgan report. “This is... https://www.scmp.com/business/china-business/article/3321134/chinese-carmakers-reduce-discounts-after-beijings-warning-no-end-sight-price-war?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3321134/chinese-carmakers-reduce-discounts-after-beijings-warning-no-end-sight-price-war?utm_source=rss_feed Thu, 07 Aug 2025 23:30:07 +0000