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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 a Neolix X3 vehicle production line at a factory of Chinese autonomous delivery vehicle maker Neolix in Yancheng, in eastern China’s Jiangsu province. Photo: AFP
China jobs

With AI in the driving seat, China moves to rein in job displacement risks

China’s central government unveils plans for policy to reduce industrial labour pains caused by widespread use of artificial intelligence.

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Tesla

Tesla reports first ever annual revenue decline as China’s EV giants zoom ahead

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US-China trade war

Why Greenland’s rare earth riches cannot end US dependence on China’s minerals

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European Union

Opinion | On EV targets, Europe should take a page from China’s playbook

To avoid dilemmas associated with grandiose, fixed-date bans, the European Union can embrace China’s approach and pursue an inclusive green agenda.

Workers assemble electric vehicles in Shijiazhuang, Hebei province, on December 24, 2025. Photo: VCG via Getty Images
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.

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.

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Semiconductors

China’s manufacturing powerhouse Guangdong exports record chip equipment

Exports of chip equipment rose 20 per cent last year, while exports of EVs, lithium batteries and solar products rose 30 per cent.

Exports of tech products accelerated from China’s Guangdong province last year. Photo: Reuters
US-China tech war

My Take | Steadfast state support is key to China winning tech race with US

America is shooting itself in the foot by defunding basic research and manpower under the Trump White House.

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Automotive industry

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.

Diplomacy

Opinion | Canada’s Carney charts a ‘third path’ for middle powers

Canadian Prime Minister Mark Carney has offered a principled and pragmatic agenda for nations navigating a new era of great power rivalry.

Canadian Prime Minister Mark Carney speaks during the 56th annual World Economic Forum meeting in Davos, Switzerland, on January 20. Photo: Reuters
BYD

Chinese carmaker BYD chases 24% export growth with new models, more showrooms

Shenzhen-based company expects to sell 1.3 million cars this year outside mainland China.

Cars unloaded from the ship BYD Changzhou await further movement at a port in Argentina on January 19, 2026. Photo: AFP
Tesla

Xiaomi’s SU7 becomes China’s first Tesla killer, outselling the Model 3

Tesla’s grip on China’s premium sedan segment has loosened, as a bruising price war reshapes the EV landscape.

Future of transport

Major foreign carmakers set to stage a comeback in China this year: analysts

Foreign carmakers ‘will fight back because they will have the same products’ as their Chinese rivals, consultancy head Denis Depoux says.

US-China relations

Opinion | China has Trump 2.0 to thank for emerging stronger in tech and trade

As intense US-China competition becomes the new normal, pressure has strengthened China’s capacity to adapt rather than deter it from its long-term ambitions.

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President Xi Jinping attends a high-level reception to ring in the Lunar New Year at the Great Hall of the People in Beijing, on January 27, 2025. Photo: Xinhua
Automotive industry

China’s flying car makers aim for deliveries this year as passenger use nears

China’s ‘low-altitude economy’ is shifting from concept demos to commercial planning amid surging orders.

An eVTOL vehicle from AutoFlight Group is designed to hover like a helicopter but transition to winged flight for horizontal movement. Photo: Handout
US-China trade war

Beijing-Ottawa deal reinforces China’s dominance in EV industry, analysts say

New agreement is set to significantly boost Chinese carmakers’ global expansion and offers easier entry into the North American EV market.

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SCMP Highlights

Chinese carmakers eye Western markets, China-EU dispute progress: 7 EV reads

From a widening gap in US-China electric vehicle markets to Xiaomi’s refreshed SU7, here are seven EV stories you may have missed.

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Automotive industry

Editorial | China’s EV industry should focus on consolidation at home, expansion abroad

With Beijing discouraging ‘irrational competition’, the fewer brands with greater scale that emerge from the consolidation wave should look to opportunities abroad.

Workers assemble Zeekr models at a plant in Ningbo, Zhejiang province, on April 17, 2025. Photo: AP
China manufacturing

Chinese EV makers’ outlook overseas improves as Europe levels the playing field

Europe’s 33 per cent EV sales growth outpaces the mainland in 2025, while Germany launches a US$3.5 billion subsidy programme.

HKEX

New energy, AI, EV and biotech to drive Hong Kong IPO growth: HKEX

11 companies raised US$4 billion in Hong Kong in the first three weeks of 2026, with hundreds more lining up to list, Bonnie Chan says.

Future of transport

Chinese automotive suppliers speed up localisation to boost global market share

International carmakers’ orders from Chinese vendors are an endorsement of the quality and competitiveness of their products, analyst says.

BYD’s plant in Zhengzhou, central China’s Henan province. Photo: Xinhua
China-EU relations

Editorial | China-EU compromise over EVs bodes well for trade and overall ties

With the Trump administration turning aggressive towards allies and foes alike, Beijing and Brussels have more reasons to work together.

Vehicles wait to be loaded onto a carrier at the Taicang Port on January 11, 2025 in Suzhou, Jiangsu province. Photo: VCG via Getty Images
Energy

Opinion | Clean energy works at scale. Now it must be coordinated

The next decade will be defined not only by new clean energy capacity, but by how well grids, storage and demand systems are connected and optimised.

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Automotive industry

Chinese electric vehicle makers eye Western markets as trade barriers fall

Canada will drop the 100 per cent punitive tariffs on Chinese-made pure electric cars while setting an annual import quota of 49,000 units.

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China economy

China’s AI and EV boom drives record power demand, widening energy gap with US

The main drivers of the growth are the tertiary sector – covering services including AI cloud services – and residential use.

A drone photo taken on December 16, 2025 shows workers on a power transmission line in east China’s Anhui Province. Photo: Xinhua
US-China relations

Tesla’s defeat, Harvard’s success, Beijing’s shock: 7 US-China relations reads

From China’s EV power to Hegseth’s new threat, here are highlights from the SCMP’s overseas correspondents in the first half of January 2026.

Practitioners perform martial art next to a BYD Sealion 7 electric vehicle at Singapore Motorshow on January 9. Photo: AFP
US-China trade war

AI is reshaping US-China tech race – can electricity tilt the balance?

Already home to world’s largest power system, Beijing moves to lock in advantage through record investment.

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China trade

Canada, China hit reset button on relations with tariff agreement

Canadian Prime Minister Mark Carney announced the deal, which features a mutual reduction in tariffs on goods, including Chinese EVs.

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