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EVs: Industry Trends

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EVs: Industry Trends
Stay updated on China’s booming electric vehicle industry, a key driver of global EV adoption and sustainability efforts.
A photo taken on April 10, 2026, shows vehicles awaiting export at Yantai Port in east China’s Shandong Province. Photo: Xinhua
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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Electric & new energy vehicles

More foreign marques face a do-or-die moment as Chinese buyers shun petrol cars

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Electric & new energy vehicles

Middle East oil shock jolts EV demand, putting Chinese exports in fast lane

China exports

EVs lead China’s going global push

Chinese electric vehicle (EV) makers, led by BYD and Geely, dominate global sales, and demand may accelerate in 2026 as Middle Eastern instability pushes up fuel costs.

EVs lead China’s going global push
China exports

The Iran war could widen China’s EV lead over its global rivals. Here’s why

The ‘eye-watering’ surge in oil prices may push consumers around the world to switch to electric cars, boosting Chinese brands, analysts say.

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Electric & new energy vehicles

3 Chinese EV makers raise prices – but demand slowdown could force reversal

Xiaomi, Chery and FAW adjust prices amid surging chip and raw material costs, but analysts say soft sales could undermine gains.

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China property

China mall shuffle: as EVs exit, who’s filling the ground-floor showrooms?

New demand for mall space comes from brands riding fresh trends, including Unitree Robotics, Pop Mart and Lululemon.

People walk past an EV showroom inside a shopping mall in Beijing. Photo: AP
Electric & new energy vehicles

BMW sees smoother road ahead in China after sales skid in 2025

German carmaker reports a solid start to 2026 amid stabilising prices, with new EV model, its ‘most Chinese car’ ever, coming soon.

Style Edit

Style Edit: BMW iX3 rewrites the EV rule book on range and sustainability

Based on the carmaker’s Neue Klasse platform, the new model has a sleek design, advanced tech and 805km range, all while cutting emissions.

Electric & new energy vehicles

Top Chinese EV makers are selling more cars overseas than at home

Top EV makers such as BYD, Great Wall Motor and Chery are selling more cars in overseas markets than at home.

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Last month, BYD sold 100,600 units overseas, 53 per cent of its total. Photo: AFP
Electric & new energy vehicles

China should skip a step in self-driving cars, Xpeng CEO says

He Xiaopeng urges Beijing to clear way for a leap ahead in autonomous driving technology – a jump he promises to propose at the ‘two sessions’.

The Next P7, an electric vehicle from Xpeng, appears at the Indonesian International Motor Show in Jakarta on February 5, 2026. Photo: AP Photo
Electric & new energy vehicles

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

Geely’s and Wuling’s sub-100,000 yuan battery EVs ranked first and second in mainland China last year, each selling over 400,000 units.

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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.

Electric & new energy vehicles

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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Cars are lined up for inspection at carmaker Great Wall Motor’s plant in Baoding, in northern China’s Hebei province, on November 24, 2025. Photo: Reuters
Electric & new energy vehicles

How Tesla’s AI shift is prompting Chinese rivals to expand tech offerings

As Tesla diversifies into humanoid robots and self-driving cars, its Chinese competitors are also moving into flying cars, robots and chips.

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Xpeng’s X2 flying car is displayed at the Gaikindo Indonesia International Auto Show in Tangerang, Banten, Indonesia, in July 2025. Photo: Shutterstock
Electric & new energy vehicles

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.

Electric & new energy vehicles

China’s EV makers face slowdown in export growth after doubling in 2025

Chinese carmakers sold more than 2.6 million units to overseas markets last year, up 104 per cent from a year earlier, association says.

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Electric & new energy vehicles

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 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

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.

Electric & new energy vehicles

China’s approval for L3 self-driving cars to stimulate slowing mainland market

Chinese carmakers could sell about 270,000 semi-autonomous vehicles next year, representing 1 per cent of the total market, Daiwa says.

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Semi-autonomous cars with L3 technology are likely to spur sales on the mainland next year. Photo: Reuters
Volkswagen

Can Volkswagen regain its China market share with its US$3.5 billion bet?

Volkswagen, which once had 50 per cent of China’s vehicle market, has invested €3 billion in its largest R&D centre outside its home country in Hefei.

Volkswagen’s research and development centre in eastern China’s Anhui provincial capital of Hefei on November 20, 2025. Photo: handout
China-EU relations

‘A big opportunity’: why Spain’s new electric car plan hands an opening to China

Madrid’s ambitious strategy may hinge on attracting more Chinese investment, giving China’s firms greater leverage, analysts say.

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Electric & new energy vehicles

Tesla’s China plant sees shipment surge ahead of subsidy expiry

However, the rebound may not be sufficient to help the company reclaim lost ground in China, an analyst says.

China manufacturing

Germany’s China playbook: if you can’t beat them, partner up

More than half of surveyed German firms plan deeper ties with local partners in China to match the rapid innovation cycles of domestic competitors, the German Chamber of Commerce has found.

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Robot arms are seen at work on a car production line at a factory of FAW-Volkswagen in eastern China’s Shandong province on March 12. Photo: AFP
Science

Chinese team cuts laser weapon, EV part production time from 1 hour to 1 second

High-intensity heating and cooling method speeds up creation of sought-after electrical component.

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Employees work on an electric vehicle production line at a factory of Chinese automaker NIO in Hefei, in eastern China’s Anhui province on September 24, 2025. Photo: AFP
Xiaomi

Xiaomi open-sources AI model spanning autonomous driving and robotics

EV and AI initiatives have become an increasingly important part of Xiaomi’s business.

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Electric & new energy vehicles

Xiaomi reaffirms safety focus after raising 2025 sales target to 400,000 units

Safety is a foundation and a priority, founder and CEO Lei Jun says after Xiaomi’s 500,000th EV rolls off Beijing assembly line.

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