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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.
Employees work on the assembly line of vehicles at a workshop of FAW-Volkswagen on December 9, 2025, in Chengdu in China’s Sichuan province. Photo: VCG via Getty Images
China-EU relations

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

To break the pattern of trade escalations with Beijing, Brussels must move beyond tariffs and invest in its own competitiveness.

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China-EU relations

EU pricing guidelines for China-made EVs

IPO

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

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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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A drone photo taken on June 29 shows electric vehicles parked at an export terminal at the Hangzhou section of the Beijing-Hangzhou Grand Canal in Hangzhou, east China’s Zhejiang province. Photo: Xinhua
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.

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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Authorities announced on Friday China will cancel export VAT rebates for solar panels and lower rebates for batteries from 9 per cent to 6 per cent from April 1. The rebates for batteries will be cancelled on January 1, 2027. Photo: VCG via Getty Images
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.

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.

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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Cars come off the assembly line at BYD’s plant in Zhengzhou, central China’s Henan province. Photo: Xinhua
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.

A refreshed version of Xiaomi’s SU7 will be launched in April. Photo: AFP
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.

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.

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.

The signing represents “a higher level of synergy between the two companies across the whole ecosystem”, according to CATL and Nio. Photo: AFP
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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Vehicles awaiting export at the Nanjing Port Longtan area operated by Jiangsu Port Group in Nanjing, in China’s eastern Jiangsu province, on December 8. Photo: AFP
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.

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.

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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.

BYD electric cars await shipment to Brazil at Taicang Port in Suzhou in China’s eastern Jiangsu province. Photo: AFP
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.

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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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.

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
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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China’s carmakers are projected to generate most of their profits overseas. Photo: Reuters
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.

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.

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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A visitor interacts with a robot at the Pujiang Innovation Forum in Shanghai on September 21. Photo: Xinhua
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.

A Dreame 10s Ultra robot vacuum cleaner. Photo: Dreame
Automotive industry

China’s oldest carmaker FAW buys US$534 million stake in EV assembler Leapmotor

‘Leapmotor aims to achieve annual deliveries of 4 million units a year in 10 years’ time,’ founder and CEO Zhu Jiangming says.

Automotive industry

Dozens of Chinese EV makers under pressure to fold or trim operations: analysts

Grappling with expiring cash subsidies and tax incentives, China’s car market is forecast to see deliveries slump next year.

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