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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.
Electric vehicles for export are seen at a port in Hangzhou, in eastern China’s Zhejiang province on April 2, 2025. Photo: AFP
SCMP Highlights

Chinese carmakers eye Western markets, China-EU dispute progress: 7 EV reads

From a widening gap in US-China electric vehicle markets to Xiaomi’s refreshed SU7, here are seven EV stories you may have missed.

Automotive industry

Editorial | China’s EV industry should focus on consolidation at home, expansion abroad

China manufacturing

Chinese EV makers’ outlook overseas improves as Europe levels the playing field

HKEX

New energy, AI, EV and biotech to drive Hong Kong IPO growth: HKEX

11 companies raised US$4 billion in Hong Kong in the first three weeks of 2026, with hundreds more lining up to list, Bonnie Chan says.

HKEX will continue to help innovators access capital more efficiently, says Bonnie Chan. Photo: Edmond So
Future of transport

Chinese automotive suppliers speed up localisation to boost global market share

International carmakers’ orders from Chinese vendors are an endorsement of the quality and competitiveness of their products, analyst says.

China-EU relations

Editorial | China-EU compromise over EVs bodes well for trade and overall ties

With the Trump administration turning aggressive towards allies and foes alike, Beijing and Brussels have more reasons to work together.

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Energy

Opinion | Clean energy works at scale. Now it must be coordinated

The next decade will be defined not only by new clean energy capacity, but by how well grids, storage and demand systems are connected and optimised.

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Staff members of the State Grid Yantai electric power supply company work at an offshore photovoltaic power project in the waters of Zhaoyuan city, eastern China’s Shandong province on November 15, 2024. Photo: Xinhua
Automotive industry

Chinese electric vehicle makers eye Western markets as trade barriers fall

Canada will drop the 100 per cent punitive tariffs on Chinese-made pure electric cars while setting an annual import quota of 49,000 units.

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China economy

China’s AI and EV boom drives record power demand, widening energy gap with US

The main drivers of the growth are the tertiary sector – covering services including AI cloud services – and residential use.

US-China relations

Tesla’s defeat, Harvard’s success, Beijing’s shock: 7 US-China relations reads

From China’s EV power to Hegseth’s new threat, here are highlights from the SCMP’s overseas correspondents in the first half of January 2026.

Practitioners perform martial art next to a BYD Sealion 7 electric vehicle at Singapore Motorshow on January 9. Photo: AFP
US-China trade war

AI is reshaping US-China tech race – can electricity tilt the balance?

Already home to world’s largest power system, Beijing moves to lock in advantage through record investment.

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A drone photo taken on December 16, 2025, shows a power transmission line in east China’s Anhui province. Photo: Xinhua
China trade

Canada, China hit reset button on relations with tariff agreement

Canadian Prime Minister Mark Carney announced the deal, which features a mutual reduction in tariffs on goods, including Chinese EVs.

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Automotive industry

China’s subsidy change adds to EV makers’ stress, while petrol cars gain

Typical subsidy on an EV drops by around US$1,150, changing buyer calculations and exacerbating the sector’s profitability woes.

European Union

China-EU tariff consensus on EVs will cut shipments but boost profits

Agreement on price floors will allow mainland carmakers to avoid price wars and nurture brand reputation, analysts say.

People view BYD cars during the Brussels Motor Show in Brussels, Belgium, on January 10, 2026. Photo: Xinhua
Mainland China

China’s EV makers face slowdown in export growth after doubling in 2025

Chinese carmakers sold more than 2.6 million units to overseas markets last year, up 104 per cent from a year earlier, association says.

Vehicles await export at Yantai Port in east China’s Shandong province on January 14, 2026. Photo: Xinhua
China economy

Opinion | China’s new property pivot is coming. Expect full stabilisation ahead

As property curbs to boost spending hit practical limits, a push to stabilise assets is now being seen as a prerequisite for consumer confidence.

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US-China relations

As I see it | The Chinese century may already be here

International competition will be won by nations with steady and realistic policies guided by a vision, not the ones indulging in cowboy militarism.

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China energy security

Can China’s cheap, renewable energy help it outrun the US in the AI race?

China’s energy buildout means cheap, green and reliable electricity fuels its manufacturing and tech industries, giving it an edge over rivals.

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Illustration: Henry Wong
China-EU relations

Opinion | EU-China ties are stuck between interdependence and rivalry

To break the pattern of trade escalations with Beijing, Brussels must move beyond tariffs and invest in its own competitiveness.

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China-EU relations

EU pricing guidelines for China-made EVs

The European Commission published guidance for carmakers that want to set a minimum price for China-made battery electric vehicles instead of paying tariffs.

IPO

Xpeng’s flying car unit readies Hong Kong IPO for take-off

Aridge, formerly AeroHT, eyes listing this year as it aims to accelerate its efforts in the low-altitude market, sources say.

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The X2 flying car designed by Xpeng affiliate Aridge is seen at an auto show in Tangerang, Banten, Indonesia, on July 26, 2025. Photo: Shutterstock
China-EU relations

‘Soft landing’: China, EU see progress in EV dispute with price floor option

Breakthrough follows duties levied by Brussels in October 2024 as part of investigation into industry subsidies.

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A drone photo taken on June 29 shows electric vehicles parked at an export terminal at the Hangzhou section of the Beijing-Hangzhou Grand Canal in Hangzhou, east China’s Zhejiang province. Photo: Xinhua
China trade

China pledges green-energy push with Global South, signals wider market opening

Sixth entry in Communist Party mouthpiece’s editorial series calls domestic market ‘world’s rarest resource’, vows supply-chain support to aid industrialisation.

Japan

Japan launches world’s first mission to lift rare earth from deep sea

Tokyo has been reducing its dependence on China for the critical minerals amid a major diplomatic dispute with Beijing.

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China exports

Goodwill or necessity? Why is China slashing solar and battery subsidies?

Analysts expect policy will signal to Europe that Beijing is interested in serious trade relations and is a good partner.

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Authorities announced on Friday China will cancel export VAT rebates for solar panels and lower rebates for batteries from 9 per cent to 6 per cent from April 1. The rebates for batteries will be cancelled on January 1, 2027. Photo: VCG via Getty Images
Future of transport

China’s Xpeng unveils hybrid SUV boasting world’s longest driving distance

Launch of new G7 edition underscores Xpeng’s go-global push and rising competition with Tesla and BYD.

The hybrid G7 super utility vehicle boasts a range of more than 1,700km without charging, according to Xpeng. Photo: Handout
China manufacturing

Shanghai steps up oversight of delayed payment practices hurting suppliers

Task force set up to protect supply-chain vendors and stabilise manufacturing amid fierce price wars.

US-China trade war

BYD’s win, Tesla’s defeat, Ford’s pivot: the widening gap in US-China EV markets

From wavering policy to cost gaps, analysts say decades of state backing have given China a decisive edge over US rivals.

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