China halts sulfuric acid exports, squeezing nickel plants
Ministry records confirm no statutory decree was issued Sept. 28, prolonging informal customs curbs that cut 4.65 million tons of acid from global battery and metal refining.
China
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Kandi wins second CATL heavy-truck battery swap station order in China
The follow-on deal expands China Battery Exchange's supply role under CATL's commercial vehicle swap network, which targets 900…
CATL begins trial cell production at 100 GWh Hungarian site
The €7.34 billion Debrecen facility cleared environmental disputes to run its first two lines, challenging Korean cell makers…
China MOFCOM Excludes Soybeans From $30B US Tariff Relief
The exemption lowers duties to baseline rates on over 90% of 1,619 American products, leaving raw oilseed imports under an extra…
CATL launches TECTRANS II battery to anchor European trucks
The modular commercial platform delivers a 1,000-kilometer range and cuts automaker research costs up to 70%, backed by a green…
BYD launches 1,000-hp electric truck to challenge Tesla Semi
The 44-metric-ton ETT 44 tractor pairs a 651 kWh Blade Battery with 20-minute flash charging to enter European long-haul freight…
BYD readies solid-state battery road trial as rivals advance
The Chinese automaker clarified its deployment schedule following reports of road trials, confirming a demonstration run ahead of…
China Substrate Makers Speed Glass Core Lines for AI Chips
BOE and domestic suppliers deployed automated through-glass via tools to challenge Korean rivals for next-generation…
CATL says 14-year-old LFP cells retain 85% capacity after tests
Laboratory tests on cells from China's 63 MWh Zhangbei project show 10 years of secondary grid storage life, though independent…
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…
BYD readies 300 kW Flash Charging for entry Seagull city car
The automaker aims to bring nine-minute charging to sub-$15,000 cars, stepping up pressure on foreign rivals relying on slower…
China Agrees to Import 10 Million Tons of US Coal AnnuallyMembers
The White House announced the two-year energy purchase alongside tariff relief on $30 billion of goods, but Beijing omitted the…
CATL and Kuehne+Nagel agree on electric freight logistics
The partnership targets transport decarbonization in Europe, trials heavy-truck battery swapping in China and links energy…
BYD hires 8,000 workers in Xi'an to lift export production
The Chinese automaker is expanding assembly staff across five manufacturing zones after line retooling, matching surging overseas…
BYD's New Han EV Claims 1,000km Range
BYD confirmed the Great Han flagship sedan will launch Oct. 13, 2026 with 1,500-kilowatt Flash Charging and a nine-minute full…
BYD Commits Over $1B to Brazil EV Manufacturing
The Chinese automaker's Sept. 25 pledge builds on a $1.1 billion first-phase plant already targeting 150,000 vehicles a year by…
CATL lists 587Ah storage cells online to reset grid pricing at $65/kWh
The battery maker posted a wholesale spot price of 0.415 yuan per watt-hour on CATL Mall, widening direct access for mid-tier…
China bars dual-use exports to Japan citing military end-use
Spokesperson remarks on Sept. 21 reinforce restrictions covering 80 Japanese entities, halting rare-earth shipments and…
Geely Previews 2.2 MW EV Fast Charger to Rival BYD in China
The single-gun 2,200 kW liquid-cooled hardware targets a seven-minute charge for Aegis Short Blade batteries ahead of an official…
Chinese rare earth suppliers halt shipments to US customers
Hold-ups of yttrium and indium cargo follow Beijing's blacklisting of the Responsible Business Alliance, leaving aerospace and…
CXMT starts 5th-gen DRAM output, bypassing US tool controls
The Chinese chipmaker deployed deep ultraviolet quadruple patterning to reach an 11.95-nanometer half-pitch and began volume runs…
BYD targets 2027 solid-state battery debut in luxury fleet
FinDreams aims to deploy 400 Wh/kg sulfide cells across 1,000 test vehicles before scaling commercial output toward 2030…
CATL develops tall pickup batteries to bypass US tariffs
Tests conducted by American automakers show the Chinese supplier is targeting commercial trucks through technology licensing to…
CATL licenses battery pack technology to Egypt's BME on 1 GWh plant
The $39 million venture will assemble commercial vehicle batteries before expanding to 5 gigawatt-hours for passenger electric…
Semiconductors
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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
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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
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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
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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
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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
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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…