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A Tesla Cybercab displayed at the China International Import Expo in Shanghai. Photo: EPA
Electric & new energy vehicles

Tesla and global carmakers race against Chinese EV rivals at expo

At CIIE, global brands like Tesla and Volkswagen are under pressure to win back market share from local competitors.

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Electric & new energy vehicles

China bets on electric ships in push to decarbonise waterways, expand EV success

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Electric & new energy vehicles

Speed bump ahead: rising battery costs nudge Chinese drivers towards hybrids

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Artificial intelligence

Colour matters: how AI is changing car premiums and services in China

Car colour, driving habits and location influence insurance premiums, according to a digital solutions provider using ByteDance’s AI model.

Rush hour in Beijing. White vehicles are less likely to be involved in an accident, according to data from a digital solutions provider. Photo: AFP
Rush hour in Beijing. White vehicles are less likely to be involved in an accident, according to data from a digital solutions provider. Photo: AFP
SCMP Highlights

CATL’s sodium-ion breakthrough, Tesla’s AI training centre: 7 EV reads

From China banning carmakers from selling below cost to Chinese brands’ dominance in Brazil, here are seven EV stories you may have missed.

Electric & new energy vehicles

Chinese cars now can’t be sold for less than it costs to make them

Regulator bans tactics that result in a net loss per vehicle after a 7 per cent drop in the average car price.

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Electric & new energy vehicles

China’s efforts to control EV price war sees carmakers paying vendors quicker

Only a handful of the nearly 50 mainland China-based EV builders have been able to turn a profit amid the price wars.

An aerial drone photo taken on January 14, 2026, shows domestically produced vehicles for export at Yantai Port in east China’s Shandong Province. Photo: Xinhua
An aerial drone photo taken on January 14, 2026, shows domestically produced vehicles for export at Yantai Port in east China’s Shandong Province. Photo: Xinhua
Electric & new energy vehicles

Exclusive | CATL’s new innovation expands EV battery horizons in untapped cold regions

The Chinese giant pulls an ace from its sleeve amid fierce EV competition by bringing sodium-ion batteries to the mass-produced car market.

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Electric & new energy vehicles

Pony AI and Toyota roll out robotaxis in China’s autonomous drive push

Guangzhou-based Pony AI begins output of 1,000 autonomous cabs and targets a 3,000-unit fleet by the end of 2026 as it expands globally.

Electric & new energy vehicles

Chinese EV maker Nio raises US$2.6 billion bet on battery swapping

Company touts 100 million swaps, but fast-charging batteries are eating into the technology’s speed advantage, analyst says.

Shanghai-based Nio is the only mainland carmaker that builds swap-ready EVs. Photo: Facebook/Nio
Electric & new energy vehicles

Tesla launches China AI training centre as self-driving race accelerates

US EV giant opens hub to advance its Full Self-Driving software, as Chinese carmakers step up their own L3 autonomous driving plans.

The AI training centre’s launch marks a significant step towards commercialising Tesla’s Full Self-Driving navigation software in mainland China. Photo: Reuters
The AI training centre’s launch marks a significant step towards commercialising Tesla’s Full Self-Driving navigation software in mainland China. Photo: Reuters
Electric & new energy vehicles

Why CATL’s sodium-ion breakthrough could be a game changer for China’s EV market

The Naxtra battery, more price-stable and cold-resistant than the lithium-ion units now powering most EVs, will undergo its first tests this week.

Electric & new energy vehicles

China’s turbocharged EV market hits a speed bump amid falling sales

After years at full throttle, China’s EV sector is slowing sharply, with sales sliding in January as tax breaks fade and costs rise.

Electric & new energy vehicles

China’s first ‘Tesla killer’, flying car makers eye lift-off date: 7 EV reads

From analysis on Beijing-Ottawa tariff deal to foreign carmakers set to stage China comeback, here are seven EV stories you may have missed.

A Xiaomi SU7 Max is displayed at the entrance of the company’s EV factory in Beijing. Photo: AFP
Electric & new energy vehicles

Tesla, Xiaomi vie for Chinese EV buyers with cheaper, longer loans

Low interest rates and seven-year payback periods replace price discounts while EV sales drop and materials costs rise.

A potential buyer discusses a Tesla YL with a staff member in a showroom in Beijing on February 3, 2026. Photo: AFP
A potential buyer discusses a Tesla YL with a staff member in a showroom in Beijing on February 3, 2026. Photo: AFP
Electric & new energy vehicles

Chinese EV makers’ shares skid as sales slide after tax incentive ends

Shares in Hong Kong-listed BYD, Xpeng, Li Auto and Nio plummet as tepid January sales underline pessimistic forecasts for the year.

Robotics

‘Optimus chain’: Chinese suppliers form backbone of Tesla’s humanoid robot plans

Tesla’s pivot to producing humanoid robots is expected to engage a network of key Chinese component makers.

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Electric & new energy vehicles

How Tesla’s AI shift is prompting Chinese rivals to expand tech offerings

As Tesla diversifies into humanoid robots and self-driving cars, its Chinese competitors are also moving into flying cars, robots and chips.

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Xpeng’s X2 flying car is displayed at the Gaikindo Indonesia International Auto Show in Tangerang, Banten, Indonesia, in July 2025. Photo: Shutterstock
Xpeng’s X2 flying car is displayed at the Gaikindo Indonesia International Auto Show in Tangerang, Banten, Indonesia, in July 2025. Photo: Shutterstock
Electric & new energy vehicles

Tesla reports first ever annual revenue decline as China’s EV giants zoom ahead

Tesla’s vehicle production fell 7 per cent year on year in 2025, as Elon Musk signals company will pivot to humanoid robots.

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China manufacturing

Over 70% of European firms in China review supply chain strategies: survey

The findings show how European firms must maintain a delicate balancing act between China’s tight security and focus on self-reliance.

Electric & new energy vehicles

Xpeng targets overseas sales surge in 2026 as China EV battle goes global

Guangzhou-based EV maker targets more than 90,000 overseas deliveries this year amid fierce competition at home.

Xpeng’s G7, the longest range SUV in the world at 1,704km, is gaining traction with overseas buyers. Photo: Handout
Electric & new energy vehicles

Chinese carmaker BYD chases 24% export growth with new models, more showrooms

Shenzhen-based company expects to sell 1.3 million cars this year outside mainland China.

Cars unloaded from the ship BYD Changzhou await further movement at a port in Argentina on January 19, 2026. Photo: AFP
Cars unloaded from the ship BYD Changzhou await further movement at a port in Argentina on January 19, 2026. Photo: AFP
Electric & new energy vehicles

Xiaomi’s SU7 becomes China’s first Tesla killer, outselling the Model 3

Tesla’s grip on China’s premium sedan segment has loosened, as a bruising price war reshapes the EV landscape.

Electric & new energy vehicles

Major foreign carmakers set to stage a comeback in China this year: analysts

Foreign carmakers ‘will fight back because they will have the same products’ as their Chinese rivals, consultancy head Denis Depoux says.

Electric & new energy vehicles

China’s flying car makers aim for deliveries this year as passenger use nears

China’s ‘low-altitude economy’ is shifting from concept demos to commercial planning amid surging orders.

An eVTOL vehicle from AutoFlight Group is designed to hover like a helicopter but transition to winged flight for horizontal movement. Photo: Handout
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