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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.
Visitors enjoy the lush, futuristic interior of a shopping centre in Chongqing, on November 13, 2024. Photo: Getty Images
US-China relations

As I see it | The Chinese century may already be here

International competition will be won by nations with steady and realistic policies guided by a vision, not the ones indulging in cowboy militarism.

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China energy security

Can China’s cheap, renewable energy help it outrun the US in the AI race?

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China-EU relations

Opinion | EU-China ties are stuck between interdependence and rivalry

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China-EU relations

EU pricing guidelines for China-made EVs

The European Commission published guidance for carmakers that want to set a minimum price for China-made battery electric vehicles instead of paying tariffs.

Photo: AFP
IPO

Xpeng’s flying car unit readies Hong Kong IPO for take-off

Aridge, formerly AeroHT, eyes listing this year as it aims to accelerate its efforts in the low-altitude market, sources say.

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China-EU relations

‘Soft landing’: China, EU see progress in EV dispute with price floor option

Breakthrough follows duties levied by Brussels in October 2024 as part of investigation into industry subsidies.

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China trade

China pledges green-energy push with Global South, signals wider market opening

Sixth entry in Communist Party mouthpiece’s editorial series calls domestic market ‘world’s rarest resource’, vows supply-chain support to aid industrialisation.

Solar panels are seen in May at the China-Africa Green Technology Park in Mauritania. Solar panels and microgrid projects built by Chinese firms in Africa have electrified local communities, according to a People’s Daily commentary. Photo: Xinhua
Japan

Japan launches world’s first mission to lift rare earth from deep sea

Tokyo has been reducing its dependence on China for the critical minerals amid a major diplomatic dispute with Beijing.

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China exports

Goodwill or necessity? Why is China slashing solar and battery subsidies?

Analysts expect policy will signal to Europe that Beijing is interested in serious trade relations and is a good partner.

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Future of transport

China’s Xpeng unveils hybrid SUV boasting world’s longest driving distance

Launch of new G7 edition underscores Xpeng’s go-global push and rising competition with Tesla and BYD.

The hybrid G7 super utility vehicle boasts a range of more than 1,700km without charging, according to Xpeng. Photo: Handout
China manufacturing

Shanghai steps up oversight of delayed payment practices hurting suppliers

Task force set up to protect supply-chain vendors and stabilise manufacturing amid fierce price wars.

The move comes after Shanghai published its latest action plan to build a world-class business environment. Photo: AFP
US-China trade war

BYD’s win, Tesla’s defeat, Ford’s pivot: the widening gap in US-China EV markets

From wavering policy to cost gaps, analysts say decades of state backing have given China a decisive edge over US rivals.

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Tesla

Xiaomi’s refreshed SU7 turns up the heat on Tesla in China’s EV race

Updated SU7 model offers longer range – more than 900km (560 miles) on a single charge – and other advanced features.

SCMP Highlights

Tesla hits record sales; China carmakers eye third of global market: 7 EV reads

From automakers doubling down on discounts to Chinese robotaxis in the Middle East, here are seven EV stories you may have missed.

Beijing has urged the sector to rein in price wars since July amid deflationary pressures, with even market leader BYD reporting its biggest net profit drop in more than four years. Photo: Xinhua
China economy

Editorial | Amid rivalry with US, silver can be seen as China’s new industrial leverage

Beijing’s export controls are simply about following the logic of the market and geopolitics in the interest of the nation.

Silver bars are displayed at an office in Hong Kong, on August 20, 2020. Photo: May Tse
China technology

China’s CATL, Nio deepen partnership to develop extended-life EV batteries

Joint effort highlights urgency as industry – including 40 million EV owners – braces for costly replacements.

China economy

Opinion | Innovation and exports will winnow China’s car industry in 2026

Exports will be key to profitability and chips will be the new battleground but consolidation is likely to be confined to the battery sector.

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Autonomous vehicles

Nvidia chooses China’s Hesai for lidar in Hyperion autonomous driving platform

Hesai will supply lidar sensors for Nvidia’s Drive Hyperion, targeting L4 self-driving, as the firm accelerates global expansion.

Hesai, whose clients include premium electric vehicle maker Li Auto and Geely, said it would double its lidar production capacity to 4 million units in 2026. Photo: Getty
Tesla

Tesla’s China sales hit record as EV buyers race to beat tax increase

US carmaker’s share of world’s biggest EV market declines to slightly more then 4 per cent amid stern challenge from local rivals.

Automotive industry

Weak year-end sales cloud China’s EV outlook, keeping price-war fears alive

A weaker-than-expected year-end rush and falling deliveries at major brands are stoking fears of another price war.

Climate change

Opinion | How China quietly became the world’s climate policy leader

For better or worse, the future of climate action will be shaped as much by Beijing’s relentless pragmatism as by Western ideals.

Wind turbines are seen in Suichuan county, Jiangxi province, on July 17, 2025. Photo: AFP
United States

China’s BYD dethrones Tesla as world’s top electric vehicle maker

A customer revolt against Musk’s right-wing politics contributed to a 9 per cent sales drop, allowing BYD to overtake Tesla as the top EV maker.

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Chinese car brand BYD is showcased during the Auto World Show in Kuwait in September 2025. Photo: Xinhua
Mainland China

China’s EV sector doubles down on discounts and cheap financing as growth cools

Carmakers are shifting from straight price cuts to subsidised loans and feature-packed models, as China’s EV price war drags on.

BYD

China’s EV makers to corner one-third of global market by 2030, UBS says

Analysts see China’s EV edge enduring, citing overseas profits and supply chain strengths despite tariffs and Western protectionism.

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Autonomous vehicles

How Chinese robotaxi giants are steering Middle East towards a driverless future

WeRide, Baidu and Pony.ai expand operations in the Middle East as UAE promotes clean energy and reduces dependence on oil and gas.

A WeRide robotaxi in Abu Dhabi on December 7, 2025. Chinese robotaxi developers see the Middle East as one of their starting points for global expansion. Photo: Coco Feng
Automotive industry

Beijing renews trade-in subsidy scheme amid domestic car market’s gloomy outlook

Buyers who replace their petrol and electric cars with new vehicles will receive a cash subsidy of up to US$2,858 per unit.

A BYD electric car at an exhibition in Shanghai. Buyers of an electric vehicle for replacement purposes would get a subsidy equivalent to 12 per cent of the newly bought car’s price. Photo: AFP
Technology

Opinion | Amid the bad news of 2025, science cooperation has been a beacon of hope

Even in a difficult year for many, science has demonstrated the ability to transcend borders, unite people and help those in need.

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Robotics

Chinese robot vacuum maker Dreame gives staff gifts of gold, trip to Antarctica

Dreame’s surprise largesse reflects its robust business growth in 2025, as it remains one of the world’s top robot vacuum cleaner brands.

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