The Big Picture 1. The Acceleration 2021: China exported ~2M vehicles in a year. 2023: overtook Germany 2025: 7.1M. June 2026: 1.037M in one month — a decent half-year in 2023. Growth accelerating: January +45% YoY → June +75%. CPCA’s…
The Big Picture 1. By the Numbers 2. Spy Shot Details Red exterior, white pillars and roof — unusual two-tone for Chinese luxury. Chrome trim, weighted center caps (Rolls-Royce detail), 汉 badge. Semi-hidden handles, full-width taillight, roof LiDAR. 3. The…
You can pull up the Seal 08’s spec sheet on any Chinese auto app: 510 kW, 3.3-second 0-100 km/h, 785 km (488 miles) of CLTC range, YunNian-A air suspension, rear-wheel steering. The numbers are public. Anyone can copy them. We’ve…
The Big Picture 1. From Spy Shot to Official Name Xiaomi Sky Nomad is official. Xiaomi EV posted on Weibo: “A new name about space and life, saying hello to everyone first.” Ambiguous on brand vs. series — likely deliberate. Chinese…
The Big Picture 1. What’s Being Built Nio battery factory is Nio’s first move into cell manufacturing — a line it has never crossed. 31 testing labs, a cell pilot line, and a pack line. The pilot line means Nio will…
The Big Picture 1. The Specs and Strategy Leapmotor Mexico launched with B10 Ultra Hibrido Design at 575,000 pesos ($32,895) — 14% cheaper than Germany. EREV: 1.5L generator, 160kW motor, 18.8 kWh LFP, 98km EV / 990km combined. DC fast charge…
The Big Picture 1. The Full Ranking (Jan-May 2026) Rank Company Country Share GWh YoY 1 CATL 🇨🇳 40.2% 188.4 +22.9% 2 BYD 🇨🇳 14.4% 67.6 +0.4% 3 LG Energy Solution 🇰🇷 8.7% 41.0 +7.3% 4 CALB 🇨🇳 5.1% 23.8…
The Big Picture 1. The J&T Deal CATL heavy truck battery swap signed its biggest commercial fleet win: 5,000+ J&T Express heavy-duty trucks — batteries, swap station equipment, operations and maintenance. Beyond trucks: light-duty vehicles, electric forklifts, and energy storage for…
The Big Picture 1. What’s on the Table VW China cars Europe is no longer hypothetical. Handelsblatt reports VW has launched a feasibility study. Two candidates: Both would need software and regulatory adaptation. VW is assessing whether its Chinese-developed software meets…
The Big Picture 1. How the Tech-Licensing Model Works CATL Ford US battery plant has no CATL equity. No CATL staff on the floor. Ford owns the building, hires the workers. Output: prismatic LFP cells for Ford’s electric pickups. What CATL…
