Auto Parts Globalization Enters a Profit Harvest Phase
Leading players' overseas margins now routinely exceed domestic ones, with CATL at 29.02% overseas against 22.94% at home, showing a technology premium.
Deep Drive China 
Insights
Market intelligence on China's automotive globalization — EV exports, brand strategies, supply chain shifts and aftermarket opportunities.
Subscription and Battery Leasing as a Business Model
NIO's European subscription service, from €999 a month, secured more than 10,000 orders in six months, with 60% of users new to Chinese brands.
Europe's EV Battlefield: BYD, Tesla and Local Champions
In the first three quarters of 2025 BEVs took 16.1% of the EU market, up from 13.1% in 2024, as BYD, Tesla and local champions competed.
Avatr Accelerates Hong Kong IPO Plans for 2026
Avatr Technology, the premium EV maker backed by Changan, CATL and Huawei, is preparing a Hong Kong listing, with an application possible in October.
Xiaomi's YU7 Hits 16,548 First-Month Deliveries
When Xiaomi launched its first electric vehicle, the YU7, in July 2025, few expected an instant contender. By August it had delivered 16,548 units.
Two 2025 Supplier Rankings Put Chinese Firms in the Top 100
Two influential rankings of the world's largest automotive suppliers, published in mid-2025, show the growing share held by Chinese enterprises.
GAC International Signs a KD Plant Deal in Cambodia
On 19 September 2025 GAC International signed a knock-down plant agreement with TH Group in Cambodia, part of its push to localise production.
NIO Raises $1.16 Billion in a New Equity Offering
NIO has completed a $1.16 billion equity offering a week after closing a separate $1 billion raise, taking recent financing past $2.16 billion.
China's Export Map Shifts: Mexico and UAE Rise
China exported 2.83 million vehicles between January and May 2025, up 16%, including 1.16 million new energy vehicles, up 33% year on year.
XPENG Partners with Magna for European Production
XPENG Motors has partnered with Magna International, one of the largest automotive suppliers, to build two smart electric models locally in Europe.
BYD's H1 2025 Revenue Passes Tesla for the First Time
On 29 August BYD released its 2025 interim report: revenue of RMB 371.3 billion, up 23% year on year, and net profit of RMB 15.5 billion, up 14%.
China's Auto Export Boom: 1 in Every 5 Cars Now Goes Abroad
Over the past five years, China’s auto exports have transformed from a minor segment (just 4% of production in 2020) to a major growth driver.