China‘s Q1 Domestic Auto Sales Down 20.3%, Exports Up...
The China Association of Automobile Manufacturers released its Q1 2026 data on April 10. The numbers tell two entirely different stories. On one side:
Deep Drive China 
Insights
Market intelligence on China's automotive globalization — EV exports, brand strategies, supply chain shifts and aftermarket opportunities.
$100 Oil + China‘s EV Capacity
Most industry observers have already noted the March export record: 349,000 NEVs shipped overseas, up 139.9% year-on-year [0†L5-L6][5†L7-L8].
March NEV Exports Up 139.9%: Domestic Market Under...
At first glance, China‘s March auto market data presents a contradiction. Domestic passenger car retail sales fell 15% year-on-year.
EV Aftermarket Set to Reach Hundreds of Billions: Three...
By 2030, the global EV aftermarket is projected to reach $272.5 billion, with annual growth rates between 19% and 22% over the next five years--.
EU Battery Regulation Takes Effect in 2026: Four...
Starting in 2026, the EU’s new Battery Regulation will fundamentally change the rules of entry for battery and EV component suppliers.
Accelerating EV Component Capacity in Mexico: How...
Between 2023 and 2025, Chinese companies announced more than 30 new energy component investment projects in Mexico, with total planned investment exceeding
Behind Record EV Exports: The “Follow-on” Auto Parts Go...
When Chinese parts suppliers build factories in Mexico or Hungary, they are not just shipping components. They are transferring production processes,
Core Component “Follow-the-OEM” Globalization: The Global...
As Chinese EV OEMs accelerate their overseas factory build-out, a quieter but equally significant shift is underway beneath them: tier-1 suppliers are
JMC‘s Electric Commercial Vehicle Push in the Philippines
Jiangling Motors (JMC), one of China’s oldest light commercial vehicle manufacturers, has been building its presence in the Philippines through a
Thailand‘s EV Insurance Supply Chain Shift: How Chinese...
In 2025, Thailand’s BEV sales reached approximately 120,000 units, up 80% year-on-year
Structural Shifts Behind 132,951 Bookings at Bangkok...
2025 Thailand BEV sales: ~120,000 units (+80% YoY) Chinese brand EV market share in Thailand: >80%
Geely‘s 81k Exports Up 120% YoY: How Multi-Brand Synergy...
Geely’s strategy relies heavily on multi-brand synergy — Zeekr, Lynk & Co, Volvo, Proton. Is this a model that can scale