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Electric & new energy vehicles

Electric & new energy vehicles
Latest news, in-depth features and opinion on electric & new energy vehicles, with a particular focus on China.
German Chancellor Friedrich Merz and Chinese President Xi Jinping in Beijing on Wednesday. Photo: AP
China-Germany relations

Merz’s China tightrope: German leader has warm words, hard questions for Beijing

German chancellor strikes diplomatic tone in Beijing meetings while pushing his hosts on subsidies, currency devaluation and Russia.

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Automotive industry

China’s Geely bets on longer-range, faster-charging tech over fresh EV price war

Mainland China

Low-cost models dominate China EV sales, surpassing Tesla and BYD

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Insurance

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.

Mainland insurers posted a combined loss of 5.7 billion yuan from underwriting EV policies in 2024. Photo: Reuters
Future of transport

China bets on electric ships in push to decarbonise waterways, expand EV success

Twin strengths, battery technology and shipbuilding, are being fused to electrify maritime transport, moving beyond short-haul passenger vessels to commercial cargo.

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Science

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

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China economy

Opinion | How the next China shock is shaping hearts and minds

No longer confined to trade and technology, competition between China and the West is now playing out in the realm of cultural imagination.

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Illustration: Craig Stephens
Mainland China

Geely’s Zeekr shifts into Italy as China’s European EV push gathers speed

The carmaker is pressing ahead despite tariffs on Chinese electric vehicles, betting on demand for high-spec models.

China’s private sector

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.

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India

Video | Recycling is India’s critical minerals ‘gold mine’

E-waste has long been described as a ‘gold mine’ for critical minerals in the nation where commercial mining of such material is years away.

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Gold in Hong Kong

Copper, lithium unlikely to match gold’s gains as output rises: Goldman

Record gold prices have lifted sentiment across raw materials, but analysts expect differentiated returns as producers ratchet up output.

Gold has surged to record highs, while a range of other commodities have also climbed, as governments and investors seek the perceived “insurance” value of hard assets. Photo: dpa
China-Latin America relations

Chinese steel hit with duties up to US$670 per tonne after Brazil dumping probe

Government anti-dumping investigation found Chinese imports were being sold at unfairly low prices, harming domestic producers.

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US-China trade war

Has Trump ceded EV market to China with latest string of policy shifts?

Analysts say rolling back regulations pushes US further towards petrol cars, discourages EV innovation, and gives China competitive edge.

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Artificial intelligence

Colour matters: how AI is changing car premiums and services in China

Car colour, driving habits and location influence insurance premiums, according to a digital solutions provider using ByteDance’s AI model.

Rush hour in Beijing. White vehicles are less likely to be involved in an accident, according to data from a digital solutions provider. Photo: AFP
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.

CATL’s new Naxtra battery will be installed in China Changan Automobile Group EVs for winter testing in the Inner Mongolia autonomous region. Photo: Weibo
Automotive industry

Ford plans US$30,000 budget EV line to take on Chinese rivals

Ford shrinks battery size while extending driving range in bid to launch the new EV by 2027 for the same price as a conventional petrol car.

Mainland China

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.

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European Union

China cuts EU dairy tariffs, easing trade tensions after EV dispute

EU called Beijing’s tariffs ‘unwarranted’, and mulls WTO action, but China cutting some duties signals possible improvement in ties.

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China slashes EU dairy tariffs easing trade tensions. Photo: Reuters
Americas and the Caribbean

Why China’s BYD and Geely are eyeing Mexico’s idle auto plants

With Mexico’s auto sector battered by tariffs, Chinese investment offers a lifeline that threatens to inflame tensions with Washington.

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China manufacturing

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.

Robotics

Opinion | For clues to China’s next overcapacity cycle, watch the Spring Festival Gala

AI robots taking centre stage at the coming Spring Festival Gala – now a national tech showcase – will signal official endorsement and likely trigger herd investment.

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Humanoid robots from Chinese company Unitree Robotics are seen backstage at the CCTV Spring Festival Gala in Beijing on January 28, 2025. The organisers of this year’s gala have partnered with robotics and embodied intelligence companies, including Unitree, Galbot and MagicLab, for the show. Photo: Xinhua
Automotive industry

China’s EV sales boom runs short on battery life

EV price wars are heating up again in China as the end of stimulus measures dampens domestic demand.

Photo: ZUMA Press/TNS
Mainland China

Exclusive | 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.

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China-Latin America relations

China becomes Brazil’s biggest vehicle exporter in January, surpassing Argentina

The shift ends more than three decades of Argentine dominance, built on Mercosur rules and geographic proximity to Brazil’s car dealers.

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Robotics

Chinese vacuum maker using Temu’s playbook dreams big with Super Bowl debut

Dreame showcases robot vacuum in a Super Bowl commercial, drawing on Temu’s US prime-time campaign that helped it challenge Amazon.com.

Vacuum maker Dreame is hoping to leverage the Super Bowl’s influence to crack the North American market. Photo: Handout
Autonomous 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.

Pony AI is one of three robotaxi firms that have received approval from authorities to operate driverless cabs on designated roads in cities like Beijing and Shanghai. Photo: Handout
Nio

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.

China technology

AutoFlight unveils world’s largest flying car as China races to lead the skies

CATL-backed AutoFlight debuts Matrix, targeting global expansion, as Beijing moves to set standards for domestic eVTOL makers and operators.

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