GX CN EV BATT

BYD accelerates talks to enter F1 racing

Sichuan Port Investment Partners with CATL to Build Southwest New Energy Truck Corridors

BYD denies Maserati acquisition rumors, confirms evaluating European assets

BYD Denies Maserati Acquisition Rumors, Confirms Talks to Acquire Stellantis Capacity and Evaluates European Brand Investments

Grenergy signs 1.5 GWh battery supply deal with CATL for Spanish storage projects

CATL wholly establishes Shidai Dacheng Energy Tech, focusing on carbon capture and storage

LI AUTO-W to Release FY2026 Q1 Earnings on May 28 Pre-Market (BJT), Forecast Revenue HKD 24.82 B, EPS HKD 0

Ganfeng Lithium Advances Dual-Route Solid-State Batteries, 500Wh/kg Product Enters Small-Batch Mass Production

BYD's Fangchengbao Breaks 400,000 Sales Milestone, with T7 SUV Making Significant Contribution

BYD Ranks Fifth on the 2026 Kantar BrandZ Top 10 Most Valuable Global Automotive Brands List

BYD Announces Its Advanced Driver-Assistance System (ADAS) Equipped Vehicle Parc Has Exceeded 2.99 Million Units

BYD's third-generation Yuan PLUS will be launched on May 21

Over 10 car companies, including BYD, have raised prices on some models

BYD applies for a vehicle seat patent to enhance the layout flexibility of smart cabins

BYD sales in China slow as overseas deliveries skyrocket

China's Auto Patents Surge, BYD's Quarterly R&D Expenses Exceed 10 Billion Yuan

BYD launches three new energy vehicles in Bangladesh

JPMorgan Reduces Fuyao Glass Stake by 618,700 Shares for HKD 37.88 Million

BYD Executive Responds to Doubts Over Singular Battery Technology Route, Stating Multiple Routes Are Being Developed Simultaneously

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

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"Every petrol station visit soon adds up."

GraniteShares 1.25 Long TSLA Daily ETF

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Rivian Automotive

Leverage Shares 2X Long TSLA Daily ETF

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EV sales surge 500% as fuel prices climb during Iran conflict

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Trump's China visit concluded without a breakthrough in electric vehicle (EV) trade discussions, although he remains optimistic about future negotiations. Meanwhile, China's state-backed EV industry continues to expand internationally despite U.S. tariffs, impacting global auto markets. In California, Governor Newsom has proposed a $200 million zero-emission vehicle (ZEV) incentive to encourage first-time EV adoption.

- Trump's two-day visit to China concluded without a breakthrough in electric vehicle (EV) trade discussions, despite his optimistic outlook for future negotiations.  
- China's state-backed EV industry is expanding internationally, significantly influencing global automotive markets, even in the face of U.S. tariffs.  
- California Governor Newsom has announced a $200 million zero-emission vehicle (ZEV) incentive, aimed at encouraging first-time EV adoption with matching contributions from manufacturers.

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Trump ends China trip with no EV trade breakthrough

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China's NEV retail sales increased by 27% in early May compared to April, reaching 226,000 units, despite a 13% year-on-year decline. The wholesale penetration rate for NEVs surpassed 60%, indicating a shift in production focus. Overall passenger vehicle sales also showed improvement, with a 36% month-on-month increase. Year-to-date, cumulative retail sales of passenger NEVs are down 17%, while total passenger vehicle sales have decreased by 19% compared to last year. The market is gradually recovering from previous lows, driven by demand following the Beijing Auto Show and Labor Day holiday.

- China's retail sales of new energy vehicles (NEVs) reached 226,000 units from May 1 to May 10, marking a 27% increase from April despite a 13% year-on-year decline.  
- The wholesale penetration rate for NEVs hit 60.3%, indicating a production focus shift among automakers, while total passenger vehicle retail sales also increased by 36% month-on-month.  
- Year-to-date retail sales of passenger NEVs are down 17%, totaling 2.984 million units, signaling a gradual recovery in the market following recent events.

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New Energy Vehicles ETF

China's early May NEV sales rebound from April lows despite yearly drop

Fuel shortages and high gasoline prices in Bolivia are driving a surge in electric car adoption. Simón Huanca, a 53-year-old Indigenous artisan, imported a Chinese electric car to cope with these challenges, using it for family transport and to carry alpaca wool for his weaving workshop in El Alto.

Fuel shortages and poor quality gasoline drive a surge in electric cars in Bolivia

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China's retail sales of new energy vehicles (NEVs) dropped 11% year-on-year to 614,000 units from April 1-26, with a retail penetration rate of 61.2%. Overall passenger vehicle sales also fell 24% year-on-year to 1.004 million units. Cumulative NEV sales for the year reached 2.523 million units, down 19% from last year. The decline is attributed to consumer hesitation ahead of the Beijing Auto Show and ongoing dealership challenges. The China Passenger Car Association (CPCA) anticipates a slight increase in NEV sales to 860,000 units for April, with penetration rates expected to exceed 60%.

CCB Principal Guozheng New Energy Vehicle Battery ETF

China NEV retail sales drop 11% to 614,000 units in April 1-26

BYD has launched the Seal 08, its flagship electric sedan, at the Beijing Auto Show. This model features the second-generation Blade Battery, offering over 1,000 km of range and a flash charging capability that adds 400 km in just five minutes. Built on an 800-volt platform, the Seal 08 aims to compete with higher-end electric sedans, showcasing significant advancements in battery technology and charging efficiency.

Electrek

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BYD Seal 08 debuts with Blade Battery 2.0: 1,000 km range, 5-min charging, 684 hp

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The China Passenger Car Association (CPCA) anticipates that China's April NEV retail sales will rise to approximately 860,000 units, marking a slight increase from March. The NEV penetration rate is expected to exceed 60% for the first time, despite a broader decline in the auto market. Total passenger car retail sales are projected at 1.42 million units, reflecting a month-on-month drop of about 13.8%. The CPCA notes that while GDP grew by 5% in Q1 2026, auto retail sales fell by 9.1%, indicating a slow recovery in big-ticket consumption.

China Southern CSI New Energy ETF

Guotai CSI New Energy Vehicles ETF

CPCA expects China's April NEV retail sales to edge up to 860,000 units

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In the next three years, the leases on a large number of battery-powered vehicles, amounting to hundreds of thousands, will expire, leading to a surge of these vehicles being available on the used-car market.

Unusual Whales

ChinaAMC CSI Auto Components Thematic ETF

iShares Self-Driving EV&Tech ETF

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HFT CSI Auto Components Thematic ETF

Numerous EV car leases set to end soon; 1000s of battery-powered vehicles will hit used-car market in the next 3 years.

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Chinese electric vehicle (EV) makers are focusing on global expansion at Auto China, driven by weak domestic sales and opportunities from the Middle East crisis. Major companies like GAC Group and Xpeng are unveiling models for overseas markets, targeting Europe and Latin America for higher profit margins. The rising oil prices are pushing buyers towards battery-powered cars. Reports indicate that Chinese carmakers aim to triple overseas production by 2030, with predictions that several will rank among the top 10 global car manufacturers by then.

- Chinese electric vehicle (EV) makers are increasingly targeting overseas markets to improve profitability amid weak domestic sales, with the Middle East crisis serving as a catalyst for this shift.  
- Major EV brands at the Beijing auto show have unveiled models for international markets and set growth targets for Europe and Latin America, where higher prices can be expected.  
- Analysts predict that Chinese carmakers will export about 1.2 million units annually from 2026 to 2028, with efforts aimed at tripling overseas production by 2030 to drive profits.

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Chinese EV makers target global expansion at Auto China amid energy shock

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A rising interest in low-cost Chinese electric vehicles (EVs) is noted among US consumers, with one-third of new-vehicle buyers considering a China-built vehicle, up from 18% in 2021. Influencer content is significantly shaping this demand, despite regulatory barriers like tariffs and compliance issues. Social media exposure has increased visibility for brands like Xiaomi, while structural constraints hinder immediate market entry. Chinese automakers are exploring the US market, with potential decisions expected in 24 to 36 months, as they build awareness through digital channels and nearby markets.

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