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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.
The Maextro S800 is displayed at the World Manufacturing Convention at the Binhu International Convention and Exhibition Center in Hefei, Anhui province. Photo: Getty Images
Future of transport

Switching lanes: who are the eager Chinese buyers of domestic premium EV models?

Younger, professionally diverse Chinese are turning to local brands for technology and qualities once tied to foreign marques.

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Hong Kong transport

Transit giant CRRC redoubles Hong Kong push as sales pitch to overseas cities

Indonesia

Indonesia eyes mass production of home-grown EVs by 2028

Automotive industry

Chinese carmakers could capture 15% to 30% of European market by 2035: analysts

‘Made in Europe’ requirement in EU’s proposed Industrial Accelerator Act cited as key factor in lowest growth forecast.

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Cars destined for export await loading onto BYD’s Shenzhen car carrier at the port in Suzhou, Jiangsu province, in April. Photo: AFP
China trade

Fearing deflated China demand, US soybean growers pivot to new buyers, biofuel

With Chinese imports low according to a trade association, farmers are compensating by finding new markets and selling to biofuel makers.

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BYD

China’s EV sales keep sliding as incentives fade and price war seen heating up

A seven-month domestic downturn contrasts with a 147.8 per cent jump in overseas shipments, highlighting a widening gap between domestic and export markets.

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US-China trade war

US export controls achieving no strategic gain, hurting American firms: survey

US’ export-control licensing regime costs billions in lost exports, with items ‘already available in China’ from variety of other suppliers.

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The US-China Business Council survey found that “poorly calibrated US export controls weaken American companies in China”, conceding market share to foreign competitors. Photo: Shutterstock, orange background added with Shutterstock AI
Mainland China

Driven off the road: Nio’s German car registrations down 90%

In contrast to its Chinese peers, Nio is struggling in Europe’s largest car market, registering just three cars last month and 18 this year.

Autonomous vehicles

Tesla faces uphill battle against Beijing’s new standards for self-driving cars

Data regulation is a key issue facing the US electric vehicle giant in China, according to experts.

China technology

Can CATL’s milestone push flying cars closer to a commercial reality in China?

World’s top EV battery maker says aviation pack is ready for mass production after clearing a major safety test.

CATL’s subsidiary Autoflight, a drone maker, launched a waterborne vertiport to support the electric vertical take-off and landing (eVTOL) sector in November. Photo: Handout
China energy security

China’s five-year road map for the power sector

Beijing has set a target of generating 50 per cent of electricity using non-fossil fuels by 2030 in its latest push for energy security.

Photo: Xinhua
Canada

Demand for affordable EVs will force open US market to Chinese models: analysts

The pressure is likely to mount after consumers in the two neighbouring markets of Mexico and Canada adopt Chinese EVs.

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China exports

Beyond compliance: zero-carbon estates give China’s battery makers a global edge

With the EU’s binding carbon cap taking effect as early as 2028, the route to compliance for Chinese firms could offer a long-term advantage.

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Mainland China

How recharged SAIC and GM tie-up plans to catch up with top EV makers in China

Renewed partnership aims to roll out 30 EVs by 2030, pairing China’s supply chain muscle with GM’s global reach and loyal base.

Robots install windshields at a SAIC-GM plant in Liuzhou, in China's Guangxi Zhuang autonomous region. Photo: Xinhua
Malaysia

Malaysia faces EV speed bumps with planned levy amid stalled investments

Observers warn Malaysia’s appeal as a manufacturing base could weaken amid regional competition for EV investment.

Malaysia’s first locally produced electric vehicle, the e.MAS 7, is seen during its launch event at Malaysia International Trade and Exhibition Centre in Kuala Lumpur in December 2024. Photo: AFP
China-EU relations

What would a German audit for Chinese supply chain dependencies find?

Although many analysts deem the search long overdue, they warn that German leverage would be both hard to implement and short-lived.

SCMP Highlights

BYD’s first humanoid robots; world’s biggest buyer of Chinese cars: 7 EV reads

From a Chinese vessel logging a record shipment to BYD’s humanoid robots debut, here are seven EV stories you may have missed.

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China exports

Europe’s new EV power struggle sees Chinese giants seize record market share

Leading Chinese carmakers and an aggressive Tesla together command more than 13% of western Europe’s surging EV market.

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BYD Dolphin Surf electric cars are parked in front of a BYD vehicle presentation in Berlin, Germany. Photo: Reuters
Automotive industry

Chinese EV sales falter at home as growth slows

Big three Chinese premium vehicle makers’ deliveries decline in July and central bank vows steps to foster economic growth as it hits a four-year low.

EVs: Companies

Chinese EV demand cools

Domestic EV sales are on track for their first full-year decline since 2020 amid reductions in government subsidies and a drop in consumer spending.

Automotive industry

In Focus | Will new EV batteries fast-charge the global automotive industry?

Amid a fiercely competitive domestic market, China’s battery tech leads in global innovation and cost reduction, promising safer, faster EVs.

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Illustration: Brian Wang
BYD

Price war fears grip China’s EV market after woeful July sales figures

Three premium Chinese electric car makers saw sales decline in July, intensifying concerns that the industry is heading for another discount war.

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Self-driving taxis made by Xpeng roll off a production line in China. Photo: Xpeng
China economy

Opinion | China’s next export is the world’s factory itself

The next phase is building factories and Chinese brands abroad as well as embedding its tech, industrial standards in global supply chains.

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Elon Musk

Why Elon Musk would find it hard to decouple Tesla from China

While the EV maker’s CEO has denied talk of a Tesla-China separation, the reports underscore mounting pressures amid broader US-China tensions.

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China economy

Outside In | China’s export success is a by-product of self-reliance

But while the export surge is an accidental consequence of self-sufficiency and competitive manufacturers, the solution is not protectionism.

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Containers sitting stacked at the Port of Shanghai on July 14 in China. Photo: VCG via Getty Images
China-EU relations

Sino-German auto talks focus on smart EV standards amid trade tensions

The push for cooperation comes as Chinese carmakers seek to validate their driverless technology in European markets.

The assembly line for smart EVs at Geely’s Automotive Manufacturing Base in Xi’an, Shaanxi province, on December 12, 2024. Photo: VCG via Getty Images
Xiaomi

China’s Xiaomi targets Tesla, staking 23% lower price on premium SUV

Aggressive comparative pricing for SkyNomad series linked to Xiaomi’s 550,000-unit sales target this year, Deutsche Bank says.

Tesla

BYD to debut first humanoid robots in August as rivalry with Tesla intensifies

China’s electric car giant plans to unveil the humanoids at its Di Space showrooms within weeks, as it takes on Elon Musk’s firm in physical AI.

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