Crossing the Thucydides Trap: Three Guesses About the China-US Auto Contest
On the afternoon of 15 May, US President Donald Trump concluded his state visit to China and left Beijing aboard Air Force One. Trump’s previous visit to China dates back to 2017 ...
1. First guess: a partial loosening of tariff barriers
The door remains firmly shut. But that does not mean there are no windows to climb through ...
2. Second guess: a thaw in intelligent connected-vehicle standards
If tariffs are an old issue, then the degree of openness in the field of intelligent connected-vehicle data may be the most imaginative variable in this visit ...
3. Third guess: the amplified “catfish effect” behind FSD’s entry into China
Roll the clock back to 2018, when the news that Tesla would build a wholly owned factory in Shanghai briefly caused anxiety across the industry ...
Find our conclusion
Why Avatr’s Hong Kong IPO Story Is Running Ahead of Its Sales
Avatr’s Hong Kong listing plan was supposed to be one of the cleaner stories in China’s crowded electric-vehicle market: a state-backed premium EV bra...
Why SAIC’s 100 Million-Car Milestone Is Really About Data
One hundred million vehicles is not simply a production landmark. For SAIC Motor, it represents 100 million sources of data, 100 million acts of consu...
Leapmotor’s Second Brand: Can a Value Champion Move Upmarket?
Leapmotor’s plan to launch a second brand has triggered fresh debate in China’s crowded electric vehicle market. The news was confirmed by vice-presid...
How China's Smart Chassis Race Is Changing the Rules of Car Engineering
BYD has shown a vehicle driving on three wheels. Nio has made a car appear to dance. Behind these attention-grabbing demonstrations lies a deeper shif...
Jeep's Third China Comeback: Can an US$1.11bn Bet Revive the Off-road Icon?
Jeep is once again trying to find its way back to China. But this time, it is not returning to a market where a vehicle could sell simply because it c...
Audi E7X: Germany’s Most Aggressive Electric Counterattack Yet
What happens when a traditional German luxury marque finally learns how to confront China’s electric upstarts head-on — not merely with heritage, but ...
Data Center
China Auto Market, 2026
Sales -5% Yearly
Chinese auto oversea export
Increased 164% Quaterly
