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EVs: Geopolitics
Stay updated on China’s booming electric vehicle industry, a key driver of global EV adoption and sustainability efforts.
BYD electric cars waiting to be loaded on a ship are stacked at the international container terminal of Taicang Port in Suzhou, Jiangsu Province in September 2024. Photo: AFP
Electric & new energy vehicles

How BYD and Chinese peers are transforming Europe’s small EV market

Volkswagen, Renault and other EU stalwarts prepare a slew of smaller, cheaper EVs to fight an influx of Chinese models.

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China-EU relations

A tale of two cities: why views of China differ so much in Barcelona and Prague

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Foxconn

Foxconn expects robust revenue growth from AI despite US tariffs

Electric & new energy vehicles

Renault leverages Shanghai operation for cars aimed at markets outside Europe

Company says Shanghai operation is working on developing models for Ampere and Renault marques for sale outside Europe.

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A Renault electric car in Paris. Photo: Reuters
China-EU relations

Job creator or industry killer? Europe faces Chinese EV investment dilemma

Truck maker Windrose wants to be ‘first of many’ to bring EV ecosystem to Europe, matching Macron’s ambitions for ‘Battery Valley’ in France.

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Electric & new energy vehicles

BYD overtakes Tesla in Europe for the first time as sales jump 169% in April

Shenzhen-based BYD sold 7,231 battery electric vehicles in April versus 7,165 by Tesla, according to data from Jato Dynamics.

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China-EU relations

Europe’s clash with China on EVs not ‘existential’, former EU official says

Trump is pushing Europe and China to cooperate more closely despite disagreements, according to former trade negotiator.

BYD Europe unveils its new Dolphin Surf electric car in Berlin in May. Europe’s anti-subsidy case against Chinese-made electric vehicles has become a major issue affecting ties between the two powers. Photo: Reuters
Electric & new energy vehicles

Exclusive | Stellantis, Leapmotor near decision on European production

Leapmotor says production costs likely to rise by 10 per cent compared with former Poland plant, but has no plans to raise prices.

US-China trade war

Tariff flux leaves Chinese car-parts makers in limbo on global growth plans

The fluid tariff situation makes planning difficult, particularly with regard to offshore investment, S&P analysts say.

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Electric & new energy vehicles

Chinese EV exports shift to Russia, Middle East amid US, Europe tariffs: report

Growing sales in emerging markets are insulating Chinese EV makers from tariff volatility, AlixPartners says.

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BYD electric cars, bound for South America, are stacked at the Taicang Port in Suzhou in eastern Jiangsu province on April 8, 2025. Photo: AFP
Electric & new energy vehicles

Chinese robotaxi firm Pony.ai eyes global expansion, unveils 3 models

The industry will see wider adoption and a big jump in the number of robotaxis in the next three years, Pony.ai CEO James Peng says.

An employee of robotaxi firm Pony.ai is seen behind the wheel of a self-driven car in Guangzhou in March. Photo: Xinhua
Business of climate change

China’s energy-storage sector in trouble as price war, tariffs dent outlook

Slower capital spending and weaker prices projected as tariffs set to hit China’s biggest export market for energy-storage systems.

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Electric & new energy vehicles

Chinese EV makers take spotlight as Tesla skips Shanghai Auto Show

Firms including BYD, Nio, Geely, Xiaomi and Leapmotor will showcase new and existing models at the two-week event starting on Wednesday.

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Electric & new energy vehicles

Chinese EV makers face tariff dilemma as Beijing intervenes in go-global plans

China wants decisions by carmakers to be made strategically, prioritising geopolitically favourable countries, Trivium China’s Ries says.

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Cars ready for export are stacked at the Taicang port in Suzhou, in eastern China’s Jiangsu province. Photo: AFP
Electric & new energy vehicles

EVs | Xpeng eyes Toyota’s Alphard, Europe sales with its X9 electric MPV

More Chinese EV brands will enter the global market in the future, notwithstanding the current tariff turmoil, CEO He Xiaopeng says.

CEO He Xiaopeng stands next to its new all-electric X9 at Kai Tak Cruise Terminal on April 14, 2025. Photo: Sun Yeung
Electric & new energy vehicles

Xpeng CEO says flying car market will be bigger than EVs over next 2 decades

CEO He Xiaopeng believes the global flying car market could reach US$2 trillion in the next two decades, double the size of land vehicles.

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Electric & new energy vehicles

Chinese EV industry pressed to accelerate global expansion amid tariffs

Companies should balance exports and overseas production while seeking to achieve win-wins with foreign partners, former vice-minister says.

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China-EU relations

China urges EU to resolve EV dispute and send positive signal amid uncertainty

Trade wars will result in ‘lose-lose situation’, Commerce Minister Wang Wentao tells BMW chairman ahead of China Development Forum.

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The EU remains the top buyer of Chinese EVs, purchasing nearly 30 per cent of China’s outbound shipments last year. Photo: Reuters
China shipbuilding

China is building new ships at record pace to turbocharge its car exports

Shipyards are rolling out huge vessels capable of carrying 8,600 cars as China’s auto industry seeks to accelerate its global expansion.

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Electric & new energy vehicles

Xpeng sets up first self-branded EV supercharging station in Hong Kong

Fierce competition among auto manufacturers is extending to charging technologies.

Electric & new energy vehicles

Xpeng says robotics industry will get bigger than automotive sector

Xpeng plans to mass produce humanoid robots and flying cars for the consumer market by the end of next year.

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Workers at an Xpeng factory in Guangdong province. Photo: Xinhua
Electric & new energy vehicles

1.2 million EVs were sold worldwide last month, mostly in China

About three-quarters of the 1.2 million EVs and hybrids sold worldwide in February were delivered in China, according to Rho Motion.

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New vehicles awaiting transportation by a so-called ro-ro (roll on/roll off) ship in Yantai in eastern China’s Shandong province on August 6, 2024. Phot: Chinatopix via AP.
Electric & new energy vehicles

Exclusive | Why does a Kazakh tycoon want to ride China’s electric vehicle wave?

‘We are a natural partner for China, especially in the growing EV sector,’ says Kenges Rakishev, chairman of the Fincraft Group.

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Business of climate change

China miners accelerate overseas buying spree

Last month, MMG said it would buy British miner Anglo American’s nickel business in Brazil.

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US-China tech war

What did China’s tech titans tell Xi Jinping at the symposium?

Ren Zhengfei from Huawei, Lei Jun from Xiaomi and Wang Xingxing from Unitree all gave speeches at the high-profile meeting.

A giant screen at a Beijing shopping centre shows news footage of Huawei founder Ren Zhengfei speaking next to BYD CEO Wang Chuanfu and New Hope’s founder and chairman Liu Yonghao at a symposium with Chinese President Xi Jinping on Monday. Photo: Reuters
Electric & new energy vehicles

JPMorgan boosts BYD share price target by 60% on strong growth projections

The US investment bank sees BYD’s Hong Kong and Shenzhen share prices at HK$600 and 560 yuan, respectively, by June 2026.

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JPMorgan is extremely bullish on the outlook of BYD’s shares in Hong Kong and Shenzhen. Photo: AFP
Electric & new energy vehicles

Why foreign carmakers have little room to manoeuvre in China

The share of foreign carmakers on the mainland could shrink to as low as 32 per cent this year from 35 per cent in 2024, Natixis says.

Electric & new energy vehicles

China’s Changan launches Deepal EV brand in Hong Kong

Changan to partner with Dah Chong Hong to sell the right-hand drive version of the S07 SUV.

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