Supply Chain

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.

3272 days ago

The Carbon Ledger of a Battery: As the EU Compliance Timetable Tightens, Who Is Sprinting Ahead and Who Is Falling Behind

The EU's New Battery Regulation carbon footprint requirements are being phased in: from February 2026, third-party verified carbon footprint declarations must be submitted; from 18 August, A-to-E class labels must be affixed; from August 2027, the battery passport takes effect; and from 2029, products exceeding limits will be banned from sale. About 40% to 50% of a power battery's carbon footprint comes from upstream mining and smelting, making it hard to meet the standard through factory green power alone. Leading players are sprinting ahead through green power substitution, closed loops of recycled materials, sodium-ion innovation and cascading carbon data upstream, while smaller suppliers' data capabilities and standard-setting influence have become key variables.

1542 days ago

Li Auto Responds on Self-Developed Batteries: In-House PACK, Contract-Manufactured Cells, MEGA Switches for Orders Locked on September 7

On September 8, Li Auto responded to concerns about its self-developed batteries: PACK is self-developed and self-manufactured, cells are self-developed and contract-manufactured, and after-sales service will not differ based on manufacturing source. Self-developed batteries have entered mass production on the L8, L6, and i8; MEGA orders locked after 15:00 on September 7 will switch to self-developed 5C ternary lithium batteries, with deliveries beginning in November; the i9 will fully switch after capacity ramp-up; in the fourth quarter, the 2026 i6 will be equipped with self-developed 5C batteries and Mach chips. This article reviews the switching cadence and examines the significance of battery autonomy and controllability for the cost and supply cadence of overseas models.

4102 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.

4762 days ago

CATL Signs Copper Foil Supply Chain Deals, 400,000 Tonnes Capacity Planned Over 3 Years

CATL signed strategic cooperation agreements with Xi'an Taijin and Shenzhen Huike, covering centralized procurement, joint capacity development, and collaborative R&D, planning 400,000 tonnes of new copper foil capacity over three years.

3826 days ago

DPCA's "New Ship" Sets Sail: China's JV Model Evolves from "Market for Tech" to "Tech for Global"

The official registration of Dongfeng Stellantis Automotive Technology (Wuhan) Co., Ltd. marks a new chapter for the 34-year-old Shenlong Auto. Six-party capital union, Chinese partners leading NEV core technology, Stellantis opening global channels — this is not a simple capital injection, but a fundamental shift in China's auto JV model from "foreign technology for Chinese market" to "Chinese technology + European brand + global network."

20921 days ago

Geely "Handover" to An Conghui: Interim Report Shows 46% Core Profit Growth

On August 17, 2026, Geely Automobile announced a major management reshuffle: Li Shufu resigned as Chairman to become Lifetime Honorary Chairman, while An Conghui succeeded him. The interim report released the same day showed H1 revenue of 173.6 billion RMB (+15% YoY) and core net profit of 9.68 billion RMB (+46% YoY), with gross margin rising to 17.9%.

54226 days ago

Humanoid Robot Shipments Surge 274% in H1, but Real-World Deployment Lags

Global humanoid robot shipments soared over 270% year-on-year in H1 2026, yet actual factory deployment remains scarce, exposing a stark gap between demonstration hype and practical application.

50327 days ago

Avatr VP's "Huawei Cooperation Not Necessary" Comment: Why Did It Shake the Market?

On August 8, Avatr VP Yong Jun stated at a media event that cooperation with Huawei is not a "necessary item," triggering widespread market concern. On August 10, Avatr urgently responded that the statement was misinterpreted and emphasized that the partnership with Huawei remains solid. The incident reflects the delicate balance between automakers and tech companies in the smart EV era.

54529 days ago

36 Funding Deals in July: Can the Embodied AI Capital Feast Last Until Mass Production?

In July 2026, China's embodied robotics and core components sector disclosed 36 funding rounds, with 6 exceeding 100 million yuan. Yet global shipment forecasts stand at just tens of thousands of units, creating a stark contrast with hundreds of competing products. The massive gap between capital frenzy and industrial reality is triggering deep market concerns.

29336 days ago

MagicLab Breaks Ground on 10,000-Unit Robot Production Line, a Key Step for Humanoid Mass Production

MagicLab recently started construction of its headquarters factory in Wuxi Liangxi Tech City, with planned annual capacity of 10,000 robots including 9,000 small quadrupeds and 1,000 large quadrupeds. This marks the embodied intelligence industry's critical transition from proof-of-concept to scaled mass production.

24637 days ago

Xiaomi SkyNomad N90 Max Supplier Map: Who Powers the RMB 300K Seven-Seat REEV

Xiaomi Auto unveiled the SkyNomad N90 Max, a RMB 299,900 large seven-seat REEV built on the Kunlun Technology Architecture. This article breaks down its core supplier ecosystem across powertrain, intelligent driving, and chassis systems.

61337 days ago