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Electric & new energy vehicles

Electric & new energy vehicles
Latest news, in-depth features and opinion on electric & new energy vehicles, with a particular focus on China.
EnerVenue’s nickel-hydrogen battery facility in Changzhou. Photo: Daniel Ren
ESG investing

Hong Kong tycoon-backed firm challenges energy-storage giants with new battery

Co-founded by Peter Lee’s family office, EnerVenue has opened a facility in mainland China to scale its nickel-hydrogen batteries.

China-EU relations

China and EU deadlocked on medical devices, still talking on PHEV curbs: source

China trade

Chinese carmakers gain as high petrol prices boost European EV sales

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Automotive industry

China’s EV and battery makers tussle over lithium-ion tax: sources

Squeezed EV makers object to eating the cost, and negotiations on splitting the tax continue weeks after its official resumption, sources say.

People view CATL battery modules during the 2026 Beijing International Automotive Exhibition, in Beijing on April 24, 2026. Photo: VCG via Getty Images
China manufacturing

As Chinese carmakers diversify beyond CATL, Beijing warns of market overreaction

MIIT-linked commentary dismisses “de-CATLisation” concerns as normal supplier diversification and warns cutthroat price competition poses a far bigger threat.

China manufacturing

Chinese EV battery giant CATL starts trial production in Hungary

Analyst says development could see it secure massive orders from global marques such as BMW and Volkswagen.

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Hong Kong environmental issues

Opinion | Hong Kong lacks a climate narrative to unify its efforts

Hong Kong does not mention ‘climate change’ in its five-year plan, yet it already has many ingredients of climate leadership.

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People enjoy the waterfront at the West Kowloon Cultural District in Hong Kong, on September 7. Photo: Sam Tsang
CATL

Despite stock stress, CATL set to retain EV battery dominance in China: analysts

CATL’s tech edge and brand safeguard its EV battery lead, though carmakers are seeking alternative suppliers.

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Tesla

Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources

The supplier audits come as Elon Musk’s firm aims to quickly ramp up production of its Optimus humanoid robot after its release later this year.

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Singapore

US firm Waymo to launch robotaxi service in Singapore in 2028

Trained specialists will drive Jaguar I-Pace vehicles and help Waymo adapt its technology to Singapore’s road layouts and other conditions.

Attendees look at a Jaguar I-Pace equipped with a Waymo autonomous driving system at a consumer electronics trade show in Las Vegas in January 2025. Photo: Reuters
SCMP Highlights

Tesla’s China discounts; Iran war drives shift to electric cars: 7 EV reads

From China’s powerhouse plan for its car industry to Tesla’s rare-earth-free motor, here are seven EV stories you may have missed.

A Tesla humanoid robot and a Model Y electric vehicle are displayed in a store in Beijing in August. Photo: EPA
Energy

China’s five-year plan for the new-energy vehicle sector

Beijing targets a stronger Chinese presence in the top ranks of global carmakers.

China energy security

In Focus | Chinese coal mine gets hi-tech, green makeover with autonomous electric trucks

The deployment of self-driving vehicles, now past the pilot stage, has improved safety, efficiency and operating costs, mine manager says.

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Automotive industry

‘Key pillar’: the 5-year powerhouse plan for China’s car industry

Beijing’s outline calls for boosting domestic market and innovation while controlling capacity to avoid involution effects.

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Employees work at a factory of electric vehicle maker Nio in Hefei, in central China’s Anhui province, on April 2, 2025. Photo: Reuters
Business of climate change

Exclusive | Beijing freezes plant approvals for energy-storage batteries

‘Dozens of new projects in the pipeline sparked policymakers’ fears about redundancies,’ analyst says.

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Battery-based energy-storage systems cache power created by renewable energy installations. Photo: Shutterstock
China manufacturing

Chinese regulators unleash power of cost accounting to tackle price wars

At same time, State Council issues guidelines on avoiding delays in payments to small and medium-sized enterprises.

Automotive industry

Foreign marques offer steep discounts on petrol cars in cutthroat Chinese market

With more consumers switching to electric vehicles, companies including VW and Toyota are slashing prices on lower-tech offerings.

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Science

Chinese team achieves fourfold leap in fuel-cell power

The proton-transfer breakthrough could improve hydrogen vehicles and space systems, while reducing the use of costly platinum.

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Hydrogen-powered heavy-duty trucks are seen as a potential route to cutting emissions from China’s long-haul freight sector, offering an alternative to battery-electric vehicles limited by range and charging times. Photo: Xinhua
Automotive industry

Over 65% of cars sold in China are now EVs as Iran war drives electric shift

China’s electric vehicle adoption rate has hit yet another record high, as rising fuel prices accelerate the pivot away from petrol cars.

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US-China relations

Trump transport chief blasts Ford’s business deals with Chinese firms

CEO Jim Farley hit back, saying the letter urging him to cut ties with firms like China’s CATL, Geely and BYD was ‘wrong-headed’.

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Rare earths

Will Tesla’s rare-earth-free motor put China’s trade trump card at risk?

Elon Musk says Tesla’s new Cybercab motor has no rare earths, but analysts saw the move as only a slight step towards reducing industry reliance – or China’s leverage.

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Tesla’s Cybercab, also known as the Robotaxi, is a two-passenger self-driving car which is fully autonomous with no steering wheel or pedals. Photo: TNS
Smartphones

China’s Xiaomi unveils folding phone in race with Apple, Huawei

Introduction comes on same day as Huawei launches its latest foldable, with Apple expected to enter the fray on Wednesday.

Xiaomi’s 18 Fold uses the company’s latest Xring O3 system-on-chip. Photo: Handout
Tesla

Market squeeze: Tesla revives China price cuts to stem slumping deliveries

The discounts underscore Tesla’s sliding output and fading demand, as analysts warn of intensifying EV price battles.

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Great Wall Motor

Why are EV battery makers’ profits nearly double that of industry’s carmakers?

Leading electric vehicle battery makers’ profits by far outpace the industry’s carmakers in first half.

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China-Africa relations

How China’s green tech is undercutting US energy strategy in Africa

Record photovoltaic additions and major infrastructure deals allow developing nations to bypass fossil fuel price shocks.

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The De Aar wind power project in South Africa is among renewable energy projects across Africa involving China, including hydroelectric, wind and solar. Photo: Xinhua
BYD

In Focus | China’s EV makers see synergy in their race to beat Tesla in humanoid robotics

Robotics has supply chain synergy with smart EV production because key components like cameras and radar, as well as software, are in both.

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Illustration: Dennis Yip
Tesla

Tesla to exhibit Cybercab robotaxi in China: can it spark buzz amid slow sales?

While the company stresses the tour does not signal the vehicle will be sold in China, some observers believe it could still bolster the brand’s position.

Artificial intelligence

In Focus | Will geopolitics put a potential Musk merger between a rocket and a hard place?

Security concerns in Beijing and Washington could create ‘bottleneck’ if Elon Musk attempts to combine the two flagship companies.

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