[New Energy Vehicles] News & Updates

After Topping Export Rankings, Why Chinese Cars Still Struggle to 'Move Up'

Wei Wenqing of the China Association of Automobile Manufacturers disclosed that from January to July 2026, China's automobile exports reached 6.14 million units, up 66.8% year on year, while component exports totaled US$60.7 billion. Chinese automakers have more than 20 overseas full-process plants, and their overseas output exceeded 1.5 million vehicles in 2025. Eighty percent of the top 100 component suppliers have established overseas operations. In 2025, Chinese-brand automobiles rose to first place in global market share, but their overseas operations systems still lag behind those of Japanese and European automakers. Wei Wenqing pointed out that going global across the industrial chain, going global with intelligent connected vehicles, and brand efficiency are the three major topics. Chinese automobiles have just entered the going-in stage and are expected to reach a medium level of internationalization by 2035.

49418 hours ago

CATL Cells Power Three New Models Across EREV, PHEV and BEV

In early September, battery supply information was disclosed successively for the Arcfox Alpha T7, Geely Galaxy Zhanjian 700, and the BMW Neue Klasse iX3 long-wheelbase version. All three models use battery cells from CATL and cover range-extended, plug-in hybrid, and battery-electric powertrains, with pre-sale prices after subsidies ranging from 137,800 yuan to 339,900 yuan. Among them, the BMW iX3 long-wheelbase version uses LFP battery cells from CATL's Yibin plant. Based on this, the article analyzes CATL's multi-powertrain supply, the entry of local battery cells into joint-venture supply chains, and the linkage between battery costs and pricing.

1701 day ago

Li Auto i9 to Launch Sept 16 as Flagship of Second-Gen Pure Electric Platform

Li Auto CEO Li Xiang announced that the Li i9 will be launched on September 16, becoming the flagship debut model of Li Auto's second-generation pure electric platform and positioned as a new-form family flagship SUV. Official figures disclosed in the same period show 37,679 vehicles delivered in August; the Li i6 ranked among the top three in sales for models priced above 200,000 yuan for seven consecutive months; and four core technologies were ready simultaneously for the first time. The new car measures 5225×1970×1752 mm, with a wheelbase of 3168 mm, a drag coefficient of 0.215, dual-motor all-wheel drive and a 101 kWh battery, and a CLTC range of 680 km or 705 km. Market performance still awaits delivery validation.

1945 days ago

August Auto Exports Reach 1.01 Million Units, NEV Penetration Hits 60.6%

Data from the China Association of Automobile Manufacturers shows that in August 2026, China's automobile production and sales were 2.684 million and 2.712 million units, respectively, up 4.3% and 4.9% month-on-month, but still down year-on-year. New energy vehicle sales were 1.643 million units, up 17.8% year-on-year, with their monthly share rising to 60.6%; the cumulative share from January to August reached 52.4%. Over the same period, automobile exports were 1.01 million units, up 65.3% year-on-year, exceeding one million units for three consecutive months and becoming a key source of growth stabilizing the overall industry.

3235 days ago

From 120 to 20: Changan's Tianshu Pilot Enters Mass Production, Betting on the Power to Define Intelligence

In the first half of 2026, domestic passenger vehicle sales totaled 12.72 million units, down 6% year on year; domestic sales fell 24.3%, and the industry's sales profit margin dropped to 3.8%. Over the same period, new energy vehicle penetration rose to 54%. As roughly 100 brands face a shakeout window, Changan Automobile has brought its self-developed intelligentization achievement, Tianshu Pilot, into large-scale mass production after investing more than RMB 60 billion, with the first model to feature it, the Nevo Q06, opening pre-sales. The opportunities and risks of its 'self-development first + open cooperation' path are emerging simultaneously.

3266 days ago

Zeekr 7X's 200,000th Global Mass-Production Vehicle Rolls Off the Line: A Two-Year Scale Leap, European Exports Cover 50+ Markets in One Year

On September 8, 2026, the 200,000th mass-production Zeekr 7X rolled off the line globally, exactly two years after the first mass-production vehicles rolled off the line in September 2024. The model began European exports in May 2025 and entered more than 50 global markets within one year; as of July 2026, cumulative global deliveries approached 180,000 units, with monthly global deliveries exceeding 10,000 units in July. The Zeekr brand delivered 36,981 vehicles in August, up 109.8% year-on-year, achieving year-on-year and month-on-month growth for seven consecutive months.

3606 days ago

Huawei, JAC and Maserati in talks for cooperation: Chinese intelligent driving platform may enter ultra-luxury ranks under a “dual-brand” model

Reuters reported that Stellantis is in negotiations with Huawei and JAC Motors over a long-term cooperation for Maserati, intending to adopt Huawei’s Harmony Intelligent Mobility platform. The first jointly developed model targets production before the end of 2027 and may adopt a dual-brand model: MAEXTRO in the Chinese market and Maserati in overseas markets. Maserati’s global shipments in 2025 were less than 8,000 units, with an adjusted operating loss of €198 million. Improving capacity utilization at the Cassino and Modena plants is Stellantis’s core demand.

2586 days ago

From One-Way Input to Two-Way Flow: Chinese Smart Driving and Battery Technologies Enter the Global Systems of Multinational Automakers

Starting in the third quarter of 2026, the HS8 driver assistance system developed by CARIZON will be installed in seven models from Volkswagen's three joint ventures in China; the Neue Klasse BMW iX3 will offer a smart driving system co-developed with Momenta as standard across the lineup. From power battery technology licensing to global lidar market share, China's supply chain and AI capabilities are extending outward along with multinational automakers' systems. This article reviews the relevant data and cooperation models, and points out that this is not a simple "one-way export," but a two-way flow of technology, knowledge and industrial capability.

5036 days ago

9 Automakers Recall Over 4.27 Million Vehicles, Door Handle Safety Flaw Rings Industry Alarm

On August 21, 2026, China's State Administration for Market Regulation announced that Tesla, Xiaomi, Leapmotor, XPeng, Geely, Chery, Dongfeng, BAIC BJEV, and FAW recalled multiple vehicle models due to interior emergency mechanical handle safety issues, involving over 4.27 million units. Tesla accounted for approximately 2.976 million vehicles, nearly 70% of the total. Automakers mainly addressed the issue through warning label additions and OTA updates.

27624 days ago

Global Top 10 Automakers: BYD, Geely, Chery Make Historic Debut

In H1 2026, BYD, Geely, and Chery entered the global top 10 automakers for the first time, with a combined market share of 13.5%, surpassing Volkswagen Group.

42424 days ago

Dongfeng Shenlong Technology Registered with 8.2B Yuan Six-Party Joint Venture Reshaping French Auto Landscape

On August 17, 2026, Dongfeng Shenlong Technology (Wuhan) Co., Ltd. completed business registration in Wuhan Economic Development Zone with registered capital of nearly 8.2 billion yuan. Established by six parties including Dongfeng and Stellantis, the company will adopt a cooperation model where Chinese partners provide NEV and intelligent technology while Stellantis contributes brands and global sales channels, with NEV models launching from 2027 onward.

42229 days ago

NEV Penetration Breaks 60% in July, Exports Exceed 1 Million for Two Consecutive Months

CAAM data shows that in July 2026, China's automobile exports reached 1.043 million units, up 81.3% year-over-year, exceeding 1 million for the second consecutive month. New energy vehicle penetration surpassed 60% for the first time, reaching 60.4%. Leading automakers BYD, Chery, and Geely saw surging export volumes, marking China's entry into a new phase of accelerated globalization.

51330 days ago

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