China’s robotaxi race hits a safety pause
Baidu’s Wuhan outage, Hello’s Zhuzhou injury accident and a reported pause on new permits suggest China’s autonomous taxi drive is shifting focus to safety Key Takeaways: China’s robotaxi story is…
Lotus profit metrics improve, but road ahead still looks tough
The Geely-owned luxury green-car maker reduced its net loss last year even as its sales plunged, highlighting difficulties of operating in a fiercely competitive market Key Takeaways: Geely-owned Lotus Technology’s…
China prunes export incentives, as BYD takes global NEV crown
“Once companies start resorting to special accounting and financial tricks, you have to wonder, is there something else that we haven't seen yet.” Rene Vanguestaine Key takeaways: Beijing’s decision to…
After winning global EV crown, BYD faces new challenge with profitability test
China’s EV giant overtook Tesla in unit sales last year, but margin pressure, overseas risks and a controversial financing model raise questions on whether it can still deliver shareholder value…
Chery zooms out of the IPO gate. Now, it needs to show investors its longer-term value
China’s leading car export brand raised more than $1 billion in its listing on Sept. 25 , with its shares up 4% in their first three trading days Key Takeaways:…
BYD hits tariff roadblock after ramping up Mexico sales
The Mexican government’s plans to raise tariffs on Chinese-made cars to 50% could stall BYD’s growth engine in the North American market Key Takeaways: The Chinese car maker supplies nearly…
Black Sesame throws down the gauntlet to Qualcomm in autonomous driving race
The startup’s internally developed C1200 series chips can substitute for the U.S. giant’s higher-end offerings, forming a key plank to its expansion strategy Key Takeaways: Black Sesame continued to lose…
