China ties rare earth permits to European trade concessions
Beijing maintains expedited clearances for European magnet buyers under its new industrial doctrine while trading raw mineral access for tariff and automotive relief.
China
All coverageEV and battery scale, solar, AI hardware, export controls and outbound investment.
BYD debuts Atto 8 electric SUV with 1,500 kW flash charging
The 115-kilowatt-hour flagship delivers 405 miles of range and cuts 10% to 97% recharge times to nine minutes, supported by 3,000…
CXMT plans 4F² server DRAM launch, hitting memory shares
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK…
Li Auto and EV rivals drop CATL to build in-house batteriesMembers
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
CATL separates battery specs as 600 kW charging tests grids
The world’s largest cell maker clarified that its six-minute recharge belongs to an 800-kilometer chemistry, while utility…
China Northern Rare Earth fixes fourth-quarter concentrate supply priceMembers
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
CATL and Seres Expand Dedicated Battery Capacity to 20 GWh
The Chongqing expansion adds up to 12 gigawatt-hours of pack capacity directly inside the vehicle plant as Chinese automakers…
BYD rolls out 150,000th commercial EV with 800-hp electric truck
The milestone Q3 heavy tractor deploys a 600-kWh Blade battery pack and dual-gun fast charging as the Chinese manufacturer…
China rare earth suppliers hold shipments to US contractors
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
CATL overtakes LG Energy Solution in global battery patents
A 10-year tally showed the Chinese cell maker accumulated 26,574 simple patent families through September, surpassing its South…
CATL expands sodium storage supply in Europe for 2027 rolloutsMembers
Integrators in Germany, the Netherlands and Finland adopt CATL’s Tener Sodium battery systems to curb raw material price swings…
CBP ends sub-$800 duty exemptions as Chinese air cargo falls
A proposed customs bond mandate follows the termination of tariff-free entry for shipments valued under $800, forcing platforms…
Nio battery swaps beat BYD charging threefold on China roads
Golden Week travel data showed Nio stations handled 44 vehicle swaps daily on peak holiday corridors, compared with 15.5 sessions…
Chery Automobile orders solid-state battery tools for 2027 EV tests
The Chinese carmakers are shifting next-generation cell manufacturing out of laboratories and into pre-production factories,…
Chinese tiremakers invest 40 billion yuan to build in EgyptMembers
Securities filings show six manufacturers are shifting assembly lines and chemical feedstock offshore to bypass Western…
China drops tariffs on African goods to secure mineral supply lines
The State Council Tariff Commission expanded duty-free access across 53 partner nations as first-half bilateral trade climbed…
BYD opens second-generation Seagull orders for 2026 rollout
The redesigned hatchback lengthens the chassis by 425 mm, installs FinDreams battery packs up to 39.2 kWh and adds optional LiDAR…
XPeng Scales Humanoid Robot Line with Electric Vehicle Parts in 2026
The Chinese electric vehicle maker aims to build 1,000 units monthly by late 2026, cutting component procurement overhead by…
Li Auto drops CATL from 2026 i6, tapping Sunwoda and CALB
The automaker confirmed an Oct. 28 rollout for its top-selling electric SUV with proprietary packs, ending single-source reliance…
China curbs drone tech exports to US defense contractors in 2026
Beijing maintains dual-use restrictions on rare earth magnets and flight hardware as Washington penalizes unnotified artificial…
BYD evaluates Argentina lithium battery plant for EV export
Argentine Foreign Minister Pablo Quirno confirmed talks in Singapore with Executive Vice President Stella Li to assess cell…
BYD readies Da Han EV for Oct. 13 debut with 1,008-km range
The flagship sedan pairs a 0.197 drag coefficient with a 102.3 kilowatt-hour blade battery, pricing between 249,900 yuan and…
China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
China Rare Earth Group faces feedstock curbs from Myanmar
Cross-border shipments of heavy rare earth feedstocks remain throttled after conflict in Kachin State cut Chinese imports under…
Semiconductors
More →CXMT plans 4F² server DRAM launch, hitting memory shares
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK…
BYD readies Da Han EV for Oct. 13 debut with 1,008-km range
The flagship sedan pairs a 0.197 drag coefficient with a 102.3 kilowatt-hour blade battery, pricing between 249,900 yuan and…
China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
Batteries & EV
More →BYD debuts Atto 8 electric SUV with 1,500 kW flash charging
The 115-kilowatt-hour flagship delivers 405 miles of range and cuts 10% to 97% recharge times to nine minutes, supported by 3,000…
Li Auto and EV rivals drop CATL to build in-house batteriesMembers
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
CATL separates battery specs as 600 kW charging tests grids
The world’s largest cell maker clarified that its six-minute recharge belongs to an 800-kilometer chemistry, while utility…
Robotics
More →XPeng Scales Humanoid Robot Line with Electric Vehicle Parts in 2026
The Chinese electric vehicle maker aims to build 1,000 units monthly by late 2026, cutting component procurement overhead by…
China Rare Earth pairs with Benmo on humanoid robot magnets
The state-backed research unit and Hong Kong-listed actuator maker will develop customized NdFeB alloys and magnetic rings to…
Tesla buys China actuator parts for US Optimus robot factory
Factory audits across Zhejiang province cover initial orders for 5,000 units, anchoring mechanical joint production in China…
Shipbuilding
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China Merchants Energy Shipping seals $2.8B Simandou VLOC transport contract
The 25-year freight commitment for Guinea iron ore deploys six newbuild carriers to anchor Chinese sovereign bulk logistics from…
Guangzhou Shipyard lands $1 billion dual-fuel car carrier order from Ray
The 10-vessel program for 8,200 CEU ships diverts a longtime HD Hyundai customer to China and extends CSSC's control over the…
Chinese private yards expand dual-fuel bulker berths as European owners accelerate green fleet renewal
Capital spending on mega drydocks and dual-fuel propulsion lines in Jiangsu and Liaoning secures high-capacity Newcastlemax…
Energy & Minerals
More →China ties rare earth permits to European trade concessions
Beijing maintains expedited clearances for European magnet buyers under its new industrial doctrine while trading raw mineral…
China Northern Rare Earth fixes fourth-quarter concentrate supply priceMembers
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
China rare earth suppliers hold shipments to US contractors
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
Trade & Policy
More →CBP ends sub-$800 duty exemptions as Chinese air cargo falls
A proposed customs bond mandate follows the termination of tariff-free entry for shipments valued under $800, forcing platforms…
China drops tariffs on African goods to secure mineral supply lines
The State Council Tariff Commission expanded duty-free access across 53 partner nations as first-half bilateral trade climbed…
China curbs drone tech exports to US defense contractors in 2026
Beijing maintains dual-use restrictions on rare earth magnets and flight hardware as Washington penalizes unnotified artificial…
Analysis
More →Chinese tiremakers invest 40 billion yuan to build in EgyptMembers
Securities filings show six manufacturers are shifting assembly lines and chemical feedstock offshore to bypass Western…
CATL tops 15 Chinese automakers combined in first-half profitsMembers
The battery giant posted 43.28 billion yuan in interim net profit, more than double the combined earnings of 15 domestic vehicle…
China polysilicon cash costs diverge across regional power grids under new price rules
Tariff spreads between northern coal-fired baseloads and southwestern hydro grids create a 25 percent operating cost gap for top…