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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.
A worker at Henan Pude New Energy Technology assembling lithium-ion batteries in Sanmenxia city, Henan province, China, on March 12. Photo: Getty Images
China exports

‘Bigger winners’: why China’s battery firms stand to gain from the Iran war

Manufacturers are expected to see stronger overseas orders even as price wars hurt profits at home.

Mainland China

China’s low-cost EVs to be fitted with lidar systems, usually saved for lux cars

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China technology

CATL to supercharge China’s EV sector with revamped battery tech

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Canada

Canadian who was detained by China warns against Carney’s EV deal

Ex-diplomat Michael Kovrig was imprisoned for three years after Canada arrested Huawei’s Meng Wanzhou on a US extradition request.

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Canadians Michael Spavor and Michael Kovrig in 2023. Photo: AP
European Union

Jump in EU EV sales amid Iran war boosts Chinese brands’ fortunes

Chinese-made EVs accounted for 16 per cent of the EU market in the year’s first two months, up from 12.2 per cent in 2025, CPCA data shows.

Autonomous vehicles

China’s Hesai adds colour to lidar to help EVs level up in self-driving

Colour-capable sensors to ‘significantly enhance’ sensing, helping cars identify traffic lights, construction signs, Deutsche Bank says.

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US, Israel war on Iran

Why Iran war is making petrol cars an unwanted luxury in Asia

From Nepal to Vietnam, soaring fuel costs are making petrol cars a luxury as Asia outpaces Europe in the race to go electric.

A man looks at an EV from a Chinese carmaker at an auto expo in Shanghai. Photo: AP
China-Canada relations

Why Canadians dream of electric vehicle price cuts, thanks to China

Canada slashed tariffs on Chinese EVs from the start of last month, but Chinese brands have yet to set up showrooms.

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Science

Chinese trucks could go 100% electric, halving road transport oil use: industry

China’s industrial supply chains and engineering expertise provide a distinct competitive advantage, CiDi CEO Albert Hu says.

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China manufacturing

China focuses on car standards to put industry in global driving seat

New five-year plan also emphasised importance of stronger standards in boosting Chinese manufacturers’ competitiveness.

Chinese carmaker Nio’s one millionth vehicle rolls off the assembly line in Hefei, Anhui province, in January. Photo: Xinhua
China energy security

China’s energy mismatch

China’s renewables drive depends on connecting power-hungry provinces in the south and east with generating regions thousands of kilometres away in the north and west.

China’s energy mismatch
Energy

China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars

The world’s top lithium producer forecasts a strong turnaround as global decarbonisation and AI-driven energy storage fuel demand.

Semiconductors

Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers

Shanghai Beite Technology saw the largest share spike among suppliers, up as much as 4.6 per cent on Thursday morning.

CATL

CATL market cap tops US$293 billion as shares surge on mining arm

A new investment unit to manage mining assets signals CATL’s deeper shift beyond EV batteries into energy storage.

CATL’s has gained on expectations the Fujian-based company would step up its expansion into energy storage. Photo: Reuters
China technology

China’s EV battery giant CATL to set up mining arm to secure supply chain

Global energy shock accelerates CATL’s upstream push as demand for EV batteries and storage systems surges.

CATL reported a net profit of 20.74 billion yuan in the three months to March, up 48.5 per cent from the previous quarter and beating analysts’ estimates. Photo: AFP
SCMP Highlights

Brazil blacklists BYD, some foreign brands may exit China: 7 EV reads

From Telsa regaining world’s top spot to Chinese carmakers gaining rapid ground in Europe, here are seven EV stories you may have missed.

Tesla

Shanghai Gigafactory has potential to build humanoid robots: Tesla China head

Shanghai Gigafactory could be a ‘golden key’ to advancing Elon Musk’s hopes of commercialising the technology swiftly, Tesla China head says.

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BYD

Video | Large fire breaks out at BYD parking garage in Shenzhen

BYD has since reported the fire is out and that there were no casualties.

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China-Latin America relations

BYD made Brazil’s slave labour list. The man behind the decision lost his job

Union said sacking is part of pattern of political meddling in slavery cases.

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Hong Kong stock market

Chinese EV stocks jump on surging exports, domestic demand hopes

Nio, BYD and Xpeng advance after data shows EV exports more than doubled to just under 1 million in the first quarter.

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Autonomous vehicles

EVs | Chinese carmakers gear up for L3 self-driving roll-out

Industry ramps up testing of vehicles with Level 3 autonomous driving capabilities as regulators publish draft safety standards set to take effect in July 2027.

Chinese carmakers gear up for L3 self-driving roll-out
Mainland China

Chinese cars squeeze out Asian rivals in Europe as exports top 1 million

Surging EV shipments boost China’s market share at the expense of Japan and South Korea, while EU exports to China slump.

People view a BYD car during the Brussels Motor Show in Brussels, Belgium, on January 10, 2026. Photo: Xinhua
Middle East

How China’s EV battery king CATL powers up profits while EV makers struggle

Consolidation, scale and technology advantages enhance pricing power as firm’s domestic market share hits 18-month high.

Energy

China’s energy bosses push for tighter rules as overcapacity bites

Calls for tighter approvals highlight how excess capacity is undermining growth despite global demand tailwinds.

Future of transport

Hyundai spearheads foreign EV comeback push in China with Ioniq brand

South Korean carmaker bets on local partnerships and technology as global brands prepare fresh push into China’s fast-moving EV market.

The new cars will be “shaped specifically for the Chinese market, integrating local technologies and partnerships”, according to Hyundai. Photo: Handout
Mainland China

Solid-state battery firms in China and US charged up for IPO run

A trio of battery developers are advancing listing plans as high oil prices and geopolitical tensions boost interest in energy storage.

Geopolitical tensions and elevated oil prices fuel demand for more energy-efficient technologies. Photo: Shutterstock
Renewable energy

China amps up battery buildout to ‘10 times US 2025 capacity’

China’s battery expansion plans highlight a widening gap with the US, as renewable energy demand fuels rapid growth in storage systems.

CATL

CATL expands green energy footprint with 45% stake in Hangzhou Zhonhen Electric

As part of the deal, CATL will be entitled to appoint one board director and one general manager of the listed company.

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