On 23 September, Dongfeng Motor said its general manager Feng Changjun travelled to Shenzhen on 22 September to meet Huawei founder Ren Zhengfei and senior Huawei representatives. The two sides exchanged views on the strategic models they are jointly building, the Yijing X9, the Mengshi X700 and the Lantu Dreamer 9, and discussed deepening cooperation … Read more
China’s car market in the first half of 2026 moved through pressure and upheaval at once. Domestic passenger-car registrations fell roughly 20 per cent year on year, even as nearly 500 new models hit the market. The supply-demand mismatch shrank the hot-selling window of any single model to almost nothing, and the average operating margin … Read more
A nail is pushed slowly into a cell. Everyone watches for smoke. Nothing happens, no fire, no bulge, not even a wisp of white vapour. The battery in that test, however, was not the long-promised all-solid-state cell. It was a sodium-ion battery with liquid electrolyte, built by Hu Yongsheng’s team at the Chinese Academy of … Read more
On 24 September, Huawei’s Richard Yu, also known as Yu Chengdong, appeared at a Harmony Intelligent Mobility store in Hefei and responded in public for the first time to the reshaping of the AITO cooperation model. Richard Yu at the Hefei Harmony Intelligent Mobility store. (Source: Chedongxi) Addressing the many rumours in the market, Yu … Read more
On 1 October, Chedongxi tallied September delivery numbers from ten EV start-up groups, counting ecosystem alliances, alongside three legacy carmakers. The split was sharp. The start-up camp diverged, and the traditional giants that went overseas grew on both axes. Leapmotor’s monthly delivery chart for September 2026. (Source: Chedongxi) Leapmotor delivered 105,700 vehicles globally in September, … Read more
On 22 September, Dongfeng Motor’s general manager Feng Changjun travelled to Shenzhen to meet Huawei founder Ren Zhengfei and senior Huawei representatives. The two sides traded views on strategic joint models, including the Yijing X9, the Mengshi X700 and the Voyah Dreamer 9, and discussed deepening cooperation on future product definition, smart-technology deployment and marketing. … Read more
A spin-off where both sides of the table share one owner Faraday Future said after the close on 28 September that it will move its robotics business into AIxC at a valuation of about US$200 million. AIxC will be renamed FF EAI Robotics Ecosystem Inc. on 30 September, take the ticker FFR, and abandon its … Read more
On 11 September, Tesla unveiled the European-spec Semi and confirmed deliveries will begin in 2027. That alone is a product update. What is more interesting is the math Morgan Stanley published alongside it. The bank estimates that a future autonomous Semi, running about 18,000 miles a month, could generate roughly USD 12,000 to 18,000 in … Read more
On 14 September, GAC Group said it had signed a letter of intent with China FAW to buy part of a vehicle joint-venture stake held by FAW through a share issue, with matching funding. In practice FAW injects a JV asset and becomes GAC’s second-largest shareholder, in what both sides call a major reorganisation that … Read more
On 15 September, Huawei’s Harmony Intelligent Mobility Alliance and its partner Seres confirmed a rewrite of how the AITO brand is run. Product definition, design, brand marketing, retail and service for AITO now sit with Seres, while Huawei’s terminal unit stays in an enabling role. AITO remains inside the alliance, and every existing owner’s rights … Read more