BYD Market Cap Correction: Channel Inventory Emerges as New Valuation Anchor
Market Focus Shifts from 'How Many Cars Sold' to 'How Well They're Sold'
Latest news, policy analysis, vehicle reviews, technological breakthroughs, and market trends in China's new energy vehicle industry—including BEV, PHEV, and EREV models.
Market Focus Shifts from 'How Many Cars Sold' to 'How Well They're Sold'
Jim Farley Acknowledges Lag in Electrification; Disassembles Chinese EVs to Study Tech Pathways
Domestic Chinese Market Down 15% YoY, but Monthly Exports Near 450,000 Units — BYD, Chery, and Geely Drive Export Surge
Lei Jun rides shotgun for live broadcast, rigorously validating tri-powertrain, chassis, and braking redundancy
Dual-Driven by Technology and Products: Flash-Charging Models Launch Intensively; Overseas Sales Accelerate Rapidly
Yangwang U8’s 2.0T Proves: Displacement Choice Depends on System Needs, Not Prestige Logic
Eight Brands Exceed 30,000 Units; Wave of 2026 Model Deliveries Reshapes Competitive Landscape
State-Owned Capital Control, Independent Path Outside Huawei Ecosystem; First Crossover Model Launches This Year
Self-owned brands account for over 71% of total sales for the first time; IM Motors doubles year-on-year; MG’s European sales reach 150,000 units
New Energy Strategy Accelerates; IONIQ V Set for Launch in H2 2026