CATL targets 2027 pilot output for all-solid-state batteries
The Chinese battery maker faces severe chemical barriers and high precursor costs as Samsung SDI and Toyota race to commercialize sulfide cells by 2027.
China
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China Imposes Border Exit Bans for Dual-Use Export BreachesMembers
State Council Order No. 841 grants trade officials authority to block citizens from departing China indefinitely when tech…
China Rare Earth Group seeks control of Shenghe Resources
A potential buyout would give Beijing indirect exposure to the sole operating American rare earth mine alongside the Pentagon, MP…
BYD launches 62 MWh GC Block for utility-scale power grids
The modular grid-forming energy storage platform integrates 1,980-ampere-hour blade cells to lower power plant installation…
Stellantis shifts Leapmotor electric car assembly to SpainMembers
The Franco-Italian automaker prepares 40,000 units of annual B10 SUV capacity in Zaragoza after abandoning Polish…
UBTECH opens humanoid robot plant with 10,000-unit capacity
The Liuzhou facility runs an assembly cadence of one machine every 10 minutes, deploying digital twins and autonomous transport…
BYD plans three European car plants to counter EU tariffs
Special adviser Alfredo Altavilla confirmed Sept. 16 that the Chinese carmaker seeks three assembly facilities and a battery cell…
CATL opens direct online sales of 587Ah cells at $65 per kWh
The battery maker opened spot orders on its digital storefront at 435 yuan per kilowatt-hour, bypassing resellers and setting a…
CATL acquires Geely battery plant after antitrust clearance
The transaction transfers an 8.5 billion yuan plant in Chongqing to the battery giant as Beijing limits new permits and carmakers…
China Gas buys US LNG from Venture Global under 20-year pact
The 0.5-million-tonne annual purchase expands the Chinese distributor's contracted volume from Louisiana export terminals to 2.5…
Estun buys humanoid robot maker Codroid for 487 million yuan
The transaction folds the loss-making developer into full balance sheet consolidation alongside a 620 million yuan revenue…
China and South Africa advance battery mineral refining pact
Beijing seeks overseas processing hubs to bypass Western trade barriers as Pretoria demands that refiners add value to its 37%…
BYD confirms solid-state battery car test for 2027 rollout
Executive Vice President Stella Li clarified the timeline involves demonstration models rather than commercial trucks, targeting…
CATL Backs Egypt Battery Factory for Commercial Vehicles
The Chinese cell producer partnered with BME on a 2 billion Egyptian pound plant to assemble commercial vehicle packs before…
Celanese and VIGOR partner to cut robot joint weight by 30% in China
The strategic materials tie-up targets steel replacement across humanoid actuators, pairing engineered polymers with transmission…
China opens zero-tariff market access for Seychelles goods
The early harvest agreement eliminates import duties across all tariff lines for the island state as Beijing expands its…
Lotus absorbs 18.8% EU tariff to defend European deliveries
The Zhejiang Geely affiliate relies on hybrid models and parent capital to absorb Brussels import duties after reporting a $151…
BYD deploys 12-minute cold-weather LFP battery in Formula S
Fang Cheng Bao sets a Sept. 16 commercial launch for its sedan line, bringing 1,500-kilowatt cold-weather charging to an LFP…
CATL expands EV battery swap grid to 3,000 stations in ChinaMembers
Contemporary Amperex Technology plans to connect 216 cities by year-end and add 1,000 expressway stations by 2027 to establish a…
China confirms reciprocal tariff talks with US on $30B trade
Working-level negotiators seek to apply most-favored-nation duties to non-sensitive imports through a newly formed bilateral…
BYD expands Blade batteries to industrial rail locomotives
FinDreams Battery and Changsha Fusheng will jointly adapt automotive lithium iron phosphate cells for shunting engines, targeting…
CXMT beats SK hynix and Micron in DRAM margin at 87.59% gross rate
A second-quarter gross margin of 87.59% propelled the Chinese memory maker past foreign rivals as heavy domestic demand and…
Sungrow picks Samsung SDI cells to protect US storage sales
The Chinese grid supplier is securing South Korean lithium iron phosphate cells to sidestep rising tariffs and safeguard…
SMIC narrows foundry gap with Samsung as Q2 sales surge 20%
The Chinese chipmaker captured 5.4% of the global market with $3.0 billion in quarterly revenue, trailing Samsung by just 0.5…
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…