Business•Industry•Policy Intelligence
EV and battery scale, solar, AI hardware, export controls and outbound investment.
The battery giant posted 43.28 billion yuan in interim net profit, more than double the combined earnings of 15 domestic vehicle manufacturers as showroom price wars erode assembly margins.
A leaked evaluation sheet shows an all-wheel-drive plug-in hybrid setup that the Shenzhen automaker has not deployed in its…
Beijing’s tariff exemption across 53 countries accelerated imports of copper, lithium and farm produce through July, insulating…
The Chinese electric vehicle maker will phase out CATL cells on its flagship Mega and upcoming i9 after vehicle margins fell to…
Wafer prices surged 250% to $5,000 as the British epiwafer maker flagged raw material permit delays while posting a 43% jump in…
The Chinese industrial robotics maker paid 487 million yuan in cash to bring collaborative arms and embodied AI software in-house…
The battery maker is separating extreme recharging speeds in lithium iron phosphate packs from long-range nickel chemistries as…
A one-year waiver on Chinese export controls covering heavy rare earths and battery materials is scheduled to lapse on Nov.
Official platform listings on Sept. 4 contradicted trade reports of aggressive price cuts, even as South Korean battery makers…
Beijing aims to ease trade friction and protect cross-border commerce as U.S.
The 3.1-ton N8L EV brings high-capacity blade cells into luxury three-row SUVs, challenging the range monopoly held by…
With over 600 new vehicle models launching this year, Chairman Robin Zeng calls for strict parts-per-billion defect controls as…
The 10-vessel program for 8,200 CEU ships diverts a longtime HD Hyundai customer to China and extends CSSC's control over the…
Processors pause mineral cargoes to American buyers over regulatory risks despite valid export licenses, leaving United States…
The Norwegian supplier and the Chinese battery maker showcased the high-power energy storage system at SMM in Hamburg to target…
The Chinese battery maker is expanding its Atacama footprint with extreme-temperature sodium storage for mining microgrids while…
Worker nickel exposure at Debrecen and toxic soil probes in Szeged disrupt Beijing's European EV supply chain after Hungary's…
Chinese memory maker CXMT is testing fifth-generation high-bandwidth memory with domestic chip designers following United States…
Yichun regulators revoked the environmental acceptance notice for China's largest lepidolite mine, leaving operations idle and…
Export licensing and refining bottlenecks keep electric drive makers tied to standard rare-earth grades despite laboratory trials…
Chinese gear manufacturers push domestic substitution in 6-axis articulated robot joints past 80% using unified precision…
Prior licensing rules covering spherical alloy powders and bonding equipment force Western aerospace contractors to audit Tier 2…
Integrated EtherCAT silicon from GigaDevice, HPMicro and Nations Technologies replaces imported controllers, cutting board size…
Farasis Energy and domestic peers scale high-energy pilot output to secure airworthiness certification and supply electric…
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK…
The flagship sedan pairs a 0.197 drag coefficient with a 102.3 kilowatt-hour blade battery, pricing between 249,900 yuan and…
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
The 115-kilowatt-hour flagship delivers 405 miles of range and cuts 10% to 97% recharge times to nine minutes, supported by 3,000…
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
The world’s largest cell maker clarified that its six-minute recharge belongs to an 800-kilometer chemistry, while utility…
The Chinese electric vehicle maker aims to build 1,000 units monthly by late 2026, cutting component procurement overhead by…
The state-backed research unit and Hong Kong-listed actuator maker will develop customized NdFeB alloys and magnetic rings to…
Factory audits across Zhejiang province cover initial orders for 5,000 units, anchoring mechanical joint production in China…
The 25-year freight commitment for Guinea iron ore deploys six newbuild carriers to anchor Chinese sovereign bulk logistics from…
The 10-vessel program for 8,200 CEU ships diverts a longtime HD Hyundai customer to China and extends CSSC's control over the…
Capital spending on mega drydocks and dual-fuel propulsion lines in Jiangsu and Liaoning secures high-capacity Newcastlemax…
Beijing maintains expedited clearances for European magnet buyers under its new industrial doctrine while trading raw mineral…
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
A proposed customs bond mandate follows the termination of tariff-free entry for shipments valued under $800, forcing platforms…
The State Council Tariff Commission expanded duty-free access across 53 partner nations as first-half bilateral trade climbed…
Beijing maintains dual-use restrictions on rare earth magnets and flight hardware as Washington penalizes unnotified artificial…
Securities filings show six manufacturers are shifting assembly lines and chemical feedstock offshore to bypass Western…
The battery giant posted 43.28 billion yuan in interim net profit, more than double the combined earnings of 15 domestic vehicle…
Tariff spreads between northern coal-fired baseloads and southwestern hydro grids create a 25 percent operating cost gap for top…