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Electric & new energy vehicles

Electric & new energy vehicles
Latest news, in-depth features and opinion on electric & new energy vehicles, with a particular focus on China.
Tesla cars are displayed outside a showroom in Chongqing, China. Photo: Getty Images
Mainland China

Tesla’s 91% February sales jump in China defies overall market slowdown

The US carmaker’s Shanghai Gigafactory delivered nearly 58,600 vehicles last month, with the Model Y topping the sales chart.

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Mainland China

BMW sees smoother road ahead in China after sales skid in 2025

CATL

CATL profit jump fuels Hong Kong battery stocks amid global energy storage boom

Geely

Geely beats BYD sales in first 2 months of 2026 to become China’s top carmaker

Geely’s sales rise 1 per cent to 476,327 units in January and February, while BYD’s sales slump 38.5 per cent to 400,241 units.

Geely Auto’s sales of EVs jumped 10.1 per cent to 241,740 units in the first two months of the year from a year earlier. Photo: Shutterstock
Automotive industry

Chinese EV maker Nio forecasts surge in deliveries after first quarterly profit

The company’s turnaround highlights resilience in China’s EV market, defying a slowdown that has weighed on most domestic rivals.

China-EU relations

Why the ‘China threat’ was barely mentioned in Germany’s latest state election

Baden-Wurttemberg’s car industry is facing steep job losses amid intense Chinese competition. But local candidates largely avoided blaming China.

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US-China trade war

US to counter China’s critical minerals dominance with innovative upgrades

New improvements in recycling electronic waste, refining and processing can close the gap on China, says Department of Energy official.

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Critical minerals have become a point of contention in the US-China relationship, with Beijing dominating the sector. Photo: Reuters
CATL

China’s CATL profit surges 42% as global market share soars to all-time high

Surging demand solidifies CATL’s position as world’s top EV battery manufacturer for ninth consecutive year.

Style Edit

Style Edit: BMW iX3 rewrites the EV rule book on range and sustainability

Based on the carmaker’s Neue Klasse platform, the new model has a sleek design, advanced tech and 805km range, all while cutting emissions.

Automotive industry

Iran war oil shock accelerates Southeast Asia’s EV revolution

Southeast Asia was already going electric. Then war broke out in the Middle East and it started going faster.

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Electric cars inside BYD’s first EV factory in Thailand. Observers say this year has proved a turning point for EV uptake across Southeast Asia. Photo: Reuters
China-EU relations

Opinion | How Europe and China can rise above paralysis and mistrust

Together, Brussels and Beijing can reshape global power into a balance where Europe matters and China gains legitimacy as a responsible power.

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A China-Europe goods train departs from Tongjiang, Heilongjiang province, on December 9, 2025. Photo: Xinhua
Mainland China

Top Chinese EV makers are selling more cars overseas than at home

Top EV makers such as BYD, Great Wall Motor and Chery are selling more cars in overseas markets than at home.

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BYD

China’s BYD looks to make EV charging as fast as filling up with petrol

Company says its new Blade Battery 2.0 can be charged from 10 per cent to 70 per cent in 5 minutes.

Science

China boosts science budget: is it listening to everything Elon Musk says?

Beijing says greater allocation reflects importance of science and tech self-reliance in driving China’s economy and its rivalry with the US.

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Beijing’s draft budget announcement shows it is positioning frontiers such as satellite internet as China’s future industries. Photo: Xinhua
China exports

Chinese companies expand globally

Chinese firms are investing in overseas factories and marketing to develop global brands. Domestic price wars are pushing more companies to go global – “chuhai” in Chinese – in search of new growth opportunities.

Chinese companies expand globally
China technology

Editorial | China steps up its clean energy push with electric ships

As the world’s largest shipbuilder and a leader in EVs and advanced batteries, the country is well placed to help clean up the polluting shipping industry.

CATL

China’s EV battery leader CATL to step up use of AI in R&D: founder

Billionaire Robin Zeng Yuqun promises higher investment, touts ‘resilient supply chain and ecosystem’ driving export growth.

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SCMP Highlights

Low-cost models rule China sales; Geely’s bets amid price wars: 7 EV reads

From rising battery costs to Xpeng’s CEO calling to skip a step in self-driving cars, here are seven EV stories you may have missed.

Geely’s Xingyuan was the top-selling EV in China last year. Photo: Weibo
China energy security

As US-Iran war threatens oil supplies, will China speed up its green transition?

Beijing is still dependent on fossil fuels but Washington’s recent interventions may prompt officials to fast-track shift, analysts say.

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Autonomous vehicles

China should skip a step in self-driving cars, Xpeng CEO says

He Xiaopeng urges Beijing to clear way for a leap ahead in autonomous driving technology – a jump he promises to propose at the ‘two sessions’.

China trade

China supply chain expo set to welcome more US firms, launch AI section

Amid trade tensions, China Council for the Promotion of International Trade describes business communities as a ‘bridge’ for exchanges.

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Robots at the Nvidia booth at the third China International Supply Chain Expo in Beijing in July 2025. Photo: Xinhua
Hong Kong budget 2026-27

Editorial | EVs in Hong Kong must compete on their own merits

The decision to end tax breaks for private electric cars is part of the necessary transition from incentives to market-driven growth.

People shop for electric vehicles at a store in Wan Chai on February 26, after the financial secretary said subsidies for private EVs would not be renewed. Photo: Jelly Tse
Belt and Road Initiative

China poised to earn vast profits from global energy transition: analysts

Chinese firms are in pole position to benefit from a wave of investment in clean energy infrastructure that could be worth trillions of US dollars.

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Hong Kong environmental issues

Opinion | The high price of Hong Kong’s slow switch to electric buses and taxis

Slow electrification undermines the city’s green ambitions and squanders a chance to secure its role as a Greater Bay Area innovation hub.

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Hong Kong budget 2026-27

Commercial EV use needs boost after car owner tax break ends, green groups say

Environmentalists back move to end first registration tax concessions for private electric cars, say focus must pivot to businesses.

EVs account for 16 per cent of the total number of vehicles in Hong Kong. Photo: Jelly Tse
Autonomous vehicles

Breakthrough or hype? How WeRide aims to edge rivals in crowded robotaxi field

WeRide says its world model has slashed costs to support global expansion, but investors question if it can deliver a lasting advantage.

A simulated environment created by WeRide’s world model Genesis. Photo: Handout
China-Germany relations

Merz’s China tightrope: German leader has warm words, hard questions for Beijing

German chancellor strikes diplomatic tone in Beijing meetings while pushing his hosts on subsidies, currency devaluation and Russia.

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Automotive industry

China’s Geely bets on longer-range, faster-charging tech over fresh EV price war

‘We promise to compete based on technology, quality, brand, service and corporate ethics,’ Geely Auto CEO says.

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