Real-time reporting on the electrification revolution — covering new EVs, batteries and storage, charging infrastructure, clean power and humanoid robots. Built on first-hand English sources, not translation.
The Big Picture The Bet That Already Paid Off On July 27, a Chinese company most people outside the semiconductor industry had never heard of listed on Shanghai’s STAR Market. ChangXin Memory Technologies — CXMT, China’s largest DRAM manufacturer — closed its…
The Big Picture The Moment the Screen Went Blank On July 8, a man named Liu packed his family into his six-month-old Zeekr 9X — a flagship SUV he’d paid roughly RMB 500,000 ($69,000) for — and started driving west…
The Big Picture 1. Chery 20 Million Sales: The Numbers Chery 20 million sales is a milestone that took 29 years to build. Founded in 1997, the company crossed 1 million cumulative sales in 2007 — the first Chinese brand to…
The Big Picture 1. XPeng X9 Recall: What’s Happening The XPeng X9 recall covers nearly every X9 produced in the model’s first two years — August 8, 2023, to August 11, 2025. The defect: reduced airtightness in the front air springs due…
The Big Picture 1. Geely Ford Spain: What’s Happening Geely Ford Spain is not a takeover. It’s a cohabitation. Geely will occupy Ford’s idle Body 3 assembly line at the Almussafes plant, building its own vehicles on its own platform while…
The Big Picture 1. Qin Max Interior: Young Buyers, Dawn Purple, Column Shifter BYD Qin Max is being pitched as “a car that is the top choice for young people.” Lu Tian, the Dynasty lineup’s sales chief, posted the interior images…
The Big Picture 1. CALB Battery Defects: What’s Happening CALB battery defects are not a handful of isolated failures. The Xinhua report cited “a large number of commercially operated vehicles” experiencing cell swelling, leakage, and insulation faults. Third-party inspections from multiple vehicle owners…
The Big Picture 1. BYD Brazil Plant: The Numbers The Camacari plant in Bahia state is BYD’s most important manufacturing base outside Asia. Total investment: 5.5 billion reais ($1 billion). First phase annual capacity: 150,000 NEVs. The plant opened on…
The Big Picture 1. The Tax That Changes the Economics Yesterday’s lithium consumption tax was described primarily as a technology-forcing policy — make lithium more expensive, make sodium cheaper. Cui Dongshu’s commentary today reveals a second, arguably more important effect: the tax…
The Big Picture 1:China Automaker Profits: The H1 Bloodbath Automaker H1 2026 Status Primary Causes GAC Group Loss $590-660M Raw materials, sales investment, JV decline Changan Auto Profit -58% to -68% Raw material costs, exchange rates Seres Loss $220-260M Supply…
