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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.
People enjoy the waterfront at the West Kowloon Cultural District in Hong Kong, on September 7. Photo: Sam Tsang
Hong Kong environmental issues

Opinion | Hong Kong lacks a climate narrative to unify its efforts

Hong Kong does not mention ‘climate change’ in its five-year plan, yet it already has many ingredients of climate leadership.

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CATL

Despite stock stress, CATL set to retain EV battery dominance in China: analysts

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Tesla

Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources

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Singapore

US firm Waymo to launch robotaxi service in Singapore in 2028

Trained specialists will drive Jaguar I-Pace vehicles and help Waymo adapt its technology to Singapore’s road layouts and other conditions.

Attendees look at a Jaguar I-Pace equipped with a Waymo autonomous driving system at a consumer electronics trade show in Las Vegas in January 2025. Photo: Reuters
SCMP Highlights

Tesla’s China discounts; Iran war drives shift to electric cars: 7 EV reads

From China’s powerhouse plan for its car industry to Tesla’s rare-earth-free motor, here are seven EV stories you may have missed.

Energy

China’s five-year plan for the new-energy vehicle sector

Beijing targets a stronger Chinese presence in the top ranks of global carmakers.

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China energy security

In Focus | Chinese coal mine gets hi-tech, green makeover with autonomous electric trucks

The deployment of self-driving vehicles, now past the pilot stage, has improved safety, efficiency and operating costs, mine manager says.

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Illustration: Lau Ka-kuen
Automotive industry

‘Key pillar’: the 5-year powerhouse plan for China’s car industry

Beijing’s outline calls for boosting domestic market and innovation while controlling capacity to avoid involution effects.

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Business of climate change

Exclusive | Beijing freezes plant approvals for energy-storage batteries

‘Dozens of new projects in the pipeline sparked policymakers’ fears about redundancies,’ analyst says.

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China manufacturing

Chinese regulators unleash power of cost accounting to tackle price wars

At same time, State Council issues guidelines on avoiding delays in payments to small and medium-sized enterprises.

An employee arranges fabrics at a clothing factory in Dalian, Liaoning province, last month. Photo: Xinhua
Automotive industry

Foreign marques offer steep discounts on petrol cars in cutthroat Chinese market

With more consumers switching to electric vehicles, companies including VW and Toyota are slashing prices on lower-tech offerings.

Workers assemble vehicles on a production line at an FAW-Volkswagen factory in Chengdu, Sichuan province, in December. Photo: VCG/VCG via Getty Images
Science

Chinese team achieves fourfold leap in fuel-cell power

The proton-transfer breakthrough could improve hydrogen vehicles and space systems, while reducing the use of costly platinum.

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Automotive industry

Over 65% of cars sold in China are now EVs as Iran war drives electric shift

China’s electric vehicle adoption rate has hit yet another record high, as rising fuel prices accelerate the pivot away from petrol cars.

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US-China relations

Trump transport chief blasts Ford’s business deals with Chinese firms

CEO Jim Farley hit back, saying the letter urging him to cut ties with firms like China’s CATL, Geely and BYD was ‘wrong-headed’.

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The Chinese national flag flies on the roof of a car dealership near the brand logos of carmakers, including Ford, in Beijing in October 2018. Photo: Reuters
Rare earths

Will Tesla’s rare-earth-free motor put China’s trade trump card at risk?

Elon Musk says Tesla’s new Cybercab motor has no rare earths, but analysts saw the move as only a slight step towards reducing industry reliance – or China’s leverage.

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Tesla’s Cybercab, also known as the Robotaxi, is a two-passenger self-driving car which is fully autonomous with no steering wheel or pedals. Photo: TNS
Smartphones

China’s Xiaomi unveils folding phone in race with Apple, Huawei

Introduction comes on same day as Huawei launches its latest foldable, with Apple expected to enter the fray on Wednesday.

Tesla

Market squeeze: Tesla revives China price cuts to stem slumping deliveries

The discounts underscore Tesla’s sliding output and fading demand, as analysts warn of intensifying EV price battles.

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Great Wall Motor

Why are EV battery makers’ profits nearly double that of industry’s carmakers?

Leading electric vehicle battery makers’ profits by far outpace the industry’s carmakers in first half.

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An advertisement for CATL is displayed on Nanjing East Road in Shanghai on July 14. Photo: Getty Images
China-Africa relations

How China’s green tech is undercutting US energy strategy in Africa

Record photovoltaic additions and major infrastructure deals allow developing nations to bypass fossil fuel price shocks.

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BYD

In Focus | China’s EV makers see synergy in their race to beat Tesla in humanoid robotics

Robotics has supply chain synergy with smart EV production because key components like cameras and radar, as well as software, are in both.

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Tesla

Tesla to exhibit Cybercab robotaxi in China: can it spark buzz amid slow sales?

While the company stresses the tour does not signal the vehicle will be sold in China, some observers believe it could still bolster the brand’s position.

The Tesla Cybercab exhibited at the annual LA Auto Show in Los Angeles, United States, on November 23, 2024. Photo:
Artificial intelligence

In Focus | Will geopolitics put a potential Musk merger between a rocket and a hard place?

Security concerns in Beijing and Washington could create ‘bottleneck’ if Elon Musk attempts to combine the two flagship companies.

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Illustration: Victor Sanjinez
China trade

German companies want tougher EU-China policy despite supply chain reliance

The DIHK finds German firms facing Chinese competition back stronger EU action, but its trade chief warns against ‘blanket measures’.

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China manufacturing

China’s Xiaomi to start selling electric cars in Europe next year

Xiaomi Auto says it has signed agreements with eight car dealer groups to build a sales and service network in Germany.

China technology

Chinese carmaker Chery to begin testing solid-state EV batteries next year

Chairman says it plans to invest US$1.49 billion in the new battery technology over the next two years.

Chery cars on display at a dealership in Canberra on Thursday. Photo: Xinhua
BYD

BYD, Leapmotor buck EV market slowdown as pressure piles up on small rivals

China’s leading EV makers saw sales surge in August, with BYD up 17.8 per cent from last year and Leapmotor up 80.7 per cent.

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A Z Convertible EV from BYD luxury brand Denza at the company’s booth at the Beijing International Automotive Exhibition in Beijing. Photo: Reuters
SCMP Highlights

Chinese carmakers eye full hybrid market; BYD posts US$1.2b profit: 7 EV reads

From Tesla recalling 3 million cars in China to carmakers being told to focus on quality, here are seven EV stories you may have missed.

Hong Kong environmental issues

Letters | Hong Kong’s cleaner transport push must not neglect tyre pollution

Readers discuss the need to monitor tyre pollution in the city, a Chinese film about the Iraq war, and the US midterms.

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