Top.Mail.Ru
logo

Global Expansion

Automotive Investment Logic Shifts: From Growth Premium to Structural Divergence

Automotive Investment Logic Shifts: From Growth Premium to Structural Divergence

2021 was regarded as the golden age for auto stocks, with the CSI New Energy Vehicle Index climbing 56.96% for the year. Yet from 2021 to 2025, China's NEV sales surged from 3.5 million to 16.49 million units — a nearly fourfold increase — while most auto stock investors failed to profit. The misalignment between industry growth and investment returns is prompting market participants to re-examine the valuation framework for the automotive sector.

30133 days ago
Leapmotor Logs 25,393 Registrations in Italy Jan-Jul, Leading Chinese EV Startups in Exports

Leapmotor Logs 25,393 Registrations in Italy Jan-Jul, Leading Chinese EV Startups in Exports

Leapmotor released its latest overseas figures on August 12. Between January and July 2026, the automaker logged 25,393 registrations in Italy. The Lafa5 leads Italy's C-segment EV market following its debut, while the T03 remains a top-selling model. Overseas wholesale sales topped 113,000 units in the first seven months, securing Leapmotor's lead among Chinese EV startups in exports. The company now operates in over 40 countries with more than 2,000 overseas outlets.

40434 days ago
ByteDance Seedance 2.5 Launched: XPeng First to Integrate AI Video Engine

ByteDance Seedance 2.5 Launched: XPeng First to Integrate AI Video Engine

ByteDance has officially released the next-generation video generation model Seedance 2.5, capable of generating 30-second high-quality video clips in a single pass. XPeng Motors, XCMG Group, Agibot, and other enterprises have become first-batch integration partners. The model is evolving from a content creation tool toward deep penetration into industrial design, intelligent driving training, and other physical industry scenarios, marking a new phase of industrial deployment for AI video generation technology.

49346 days ago