Market intelligence on China's automotive globalization — EV exports, brand strategies, supply chain shifts and aftermarket opportunities.
September Installation: Total power battery installation 76.0GWh (+39.5% YoY), record high for 2025 - Technology Split: LFP batteries 81.8% (62.2GWh), NCM batteries 18.2% (13.8GWh)
As of September 2025, the total number of charging facilities in China surpassed 18.063 million, a year-on-year increase of 54.5%, effectively supporting the charging demand of 40 million NEVs.
Profit Pattern Shift: Leading players' overseas margins now routinely exceed domestic, with CATL (29.02% overseas vs 22.94% domestic) demonstrating tangible "technology premium" - Growth Engine Tran
European Subscription Boom: NIO's European subscription service (from €999/month) secured over 10,000 orders in six months, with 60% of users being first-time buyers of a Chinese brand. - Southeast
Accelerated Electrification: In the first three quarters of 2025, the market share of Battery Electric Vehicles (BEVs) in the EU rose to 16.1% (from 13.1% in 2024), while Hybrid Electric Vehicles (H
Chinese premium EV maker Avatr Technology — backed by automotive giant Changan, battery leader CATL, and tech powerhouse Huawei — is finalizing preparations for its Hong Kong IPO, with plans to submit
When Xiaomi launched its first electric vehicle, the YU7, in July 2025, few expected it to become an instant contender. Yet by August, it had delivered 16,548 units,
Mid-2025, two influential rankings of the world’s top automotive suppliers were released—offering complementary yet distinct views of the evolving global supply chain,
On September 19, 2025, GAC International strengthened its global manufacturing strategy by signing a KD (Knock-Down) plant agreement with TH Group in Cambodia—a key step in its ongoing effort to expan
NIO continues to strengthen its financial position with the successful completion of an $1.16 billion equity offering—just one week after closing a separate $1 billion raise.
According to the latest customs data, China exported 2.83 million vehicles from January to May 2025, a 16% increase year-on-year. Among these, 1.16 million were new energy vehicles (NEVs), surging 33%
Big moves are happening in the European EV space. XPENG Motors has officially joined forces with Magna International, one of the world’s largest and most respected automotive suppliers,