Market intelligence on China's automotive globalization — EV exports, brand strategies, supply chain shifts and aftermarket opportunities.
The China Association of Automobile Manufacturers released its Q1 2026 data on April 10. The numbers tell two entirely different stories. On one side: domestic auto sales fell to 4.823 million units,
Most industry observers have already noted the March export record: 349,000 NEVs shipped overseas, up 139.9% year-on-year [0†L5-L6][5†L7-L8]. But the numbers that tell a more structural story are thes
At first glance, China‘s March auto market data presents a contradiction. Domestic passenger car retail sales fell 15% year-on-year. NEV retail, the long-time growth engine, declined 14.4% to 848,000
By 2030, the global EV aftermarket is projected to reach $272.5 billion, with annual growth rates between 19% and 22% over the next five years--. But the more immediate signal for supply chain profess
Starting in 2026, the EU’s new Battery Regulation will fundamentally change the rules of entry for battery and EV component suppliers. The requirements cover four dimensions: carbon footprint disclosu
Between 2023 and 2025, Chinese companies announced more than 30 new energy component investment projects in Mexico, with total planned investment exceeding $8 billion. Battery modules, motor controls,
When Chinese parts suppliers build factories in Mexico or Hungary, they are not just shipping components. They are transferring production processes, quality systems, and engineering capabilities.
As Chinese EV OEMs accelerate their overseas factory build-out, a quieter but equally significant shift is underway beneath them: tier-1 suppliers are moving their own production capacity closer to th
Jiangling Motors (JMC), one of China’s oldest light commercial vehicle manufacturers, has been building its presence in the Philippines through a dual-track approach.
In 2025, Thailand’s BEV sales reached approximately 120,000 units, up 80% year-on-year
2025 Thailand BEV sales: ~120,000 units (+80% YoY) Chinese brand EV market share in Thailand: >80%
Geely’s strategy relies heavily on multi-brand synergy — Zeekr, Lynk & Co, Volvo, Proton. Is this a model that can scale