Tesla

From Product Export to Systemic Roots: The Three Stages of Deep Globalization in the Automotive Supply Chain and the Talent Imperative

On September 9, 2026, the 20th anniversary celebration of the Automotive Talent Committee of the China Talent Research Society was held. Fu Yuwu, Yang Hong, and others discussed supply chain globalization: technology windows such as electrical/electronic architecture, smart cockpits, and intelligent driving are opening opportunities for Chinese suppliers, but winning orders is only admission. Building plants, R&D, ESG compliance, and cross-cultural system capabilities determine whether they can take root, while interdisciplinary talent ultimately determines how far they can go.

1362 days ago

Leapmotor Overtakes Tesla with 103,129 Units in August NEV Rankings

China's August 2026 new energy vehicle wholesale rankings have revealed significant shifts in the competitive landscape. BYD continues its dominance with 433,384 units, while Leapmotor achieved a historic breakthrough by surpassing Tesla with 103,129 wholesale units to claim fourth place. The overall market remains robust, with CPCA estimating August NEV passenger vehicle wholesale volume at 1.51 million units, up 16% year-over-year and 4% month-over-month.

3085 days ago

BYD Leads August NEV Sales with 433K Units, Leapmotor Surpasses Tesla for First Time

August NEV wholesale sales are estimated at 1.51 million units, up 16% YoY. BYD dominates with 433,384 units, while Leapmotor overtakes Tesla China for the fourth place, highlighting deepening polarization among new forces.

4085 days ago

China NEV Sales Rankings: Leapmotor Overtakes Tesla, BYD Dominates

According to data from the China Passenger Car Association (CPCA), August 2026 new energy vehicle (NEV) wholesale sales reached an estimated 1.51 million units, up 16% year-on-year and 4% month-on-month, indicating continued robust market expansion. BYD secured the top position with an overwhelming 433,384 units, creating a gap of nearly 260,000 vehicles against second-place Geely (173,675 units). The most eye-catching development was Leapmotor delivering 103,129 units, surpassing Tesla China (86,166 units) for the second consecutive month above the 100,000-unit threshold. XPeng delivered 39,107 units, Li Auto 37,679 units, NIO 35,836 units, and Xiaomi Auto maintained its position above 30,000 units. Cumulative NEV retail sales from January to August 2026 reached approximately 8.869 million units, with a penetration rate of 52%, confirming NEVs as the market mainstream.

6185 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.

26520 days ago

XPeng Supercharging Network Surpasses 3,860 Stations and 21,300 Piles as Industry Enters 10C Ultra-Fast Era

As of early August 2026, XPeng's self-operated supercharging network has surpassed 3,860 stations and 21,300 piles across 430+ cities. Meanwhile, BYD and Zeekr are mass-producing 10C-class megawatt flash-charging technology, marking a qualitative leap in China's EV charging experience.

34224 days ago

NEV Penetration Breaks 65% as ICE Vehicle Sales Plunge 47%

In July 2026, China's passenger NEV retail penetration exceeded 65% for the first time, while gasoline vehicle sales plummeted 47.2% YoY. NEVs claimed 9 of the top 10 sales spots, leaving only one ICE model. Despite 31 ICE models cutting prices by an average of 14.1% in H1, the decline proved unstoppable.

22926 days ago

GM 2027 EVs Natively Support Tesla Supercharging: NACS Covers 70% of US DC Fast Chargers

GM announced all 2027 Chevy, Cadillac, and GMC EVs will come standard with NACS ports, allowing direct access to Tesla Superchargers without adapters. Over 27,500 Tesla Superchargers support NACS. GM's Energy Pass integrates Tesla Supercharger, IONNA, Electrify America, and ChargePoint networks, covering nearly 70% of US DC fast chargers.

31128 days ago

Xi'an NEV Subsidy Upgrade: Save Up to ¥10,000 on Car Purchases

Xi'an upgraded its auto consumption subsidy policy starting August 1, offering individual buyers a 2% subsidy on NEV purchases, capped at ¥10,000.

41230 days ago

Global NEV Growth Slows to 5.5% in H1 2026, Europe the Only Bright Spot

In H1 2026, global NEV deliveries reached 9.906 million units, up 5.5% YoY. China's market fell 9.5%, North America dropped 20.5%, while Europe and Asia-ex-China emerged as the growth engines.

38430 days ago

1016 TOPS vs 144 TOPS: Musk Admits HW3 Can't Achieve Unsupervised FSD

In 2026, Tesla FSD faces multiple turning points: Musk publicly admitted HW3 cannot achieve unsupervised FSD due to memory bandwidth limitations; FSD shifted from buyout to $99/month subscription; China FSD was approved but faces localization challenges.

52134 days ago

July NEV Wholesale 1.47M: Leapmotor Surpasses Tesla for First Time

CPCA data shows July 2026 NEV passenger vehicle wholesale reached 1.47 million units, up 23% YoY. BYD led with 411K units, Geely 158K, Chery 122K (doubled YoY). Leapmotor's 101K units surpassed Tesla China, becoming the month's biggest highlight.

25434 days ago