Pingshan Opens a Sea-Air-Land Test Ground for Smart and Low-Altitude Transport
Shenzhen’s Pingshan district has landed a national endorsement for something distinctly local: a test ground where cars,
EV & Mobility
China Moves to Ban ADAS ‘Blue Lights’ on New Cars
A clear regulatory signal is circulating in China’s auto industry: the external ‘blue light’ that marks a car’s assisted-driving system as active will be banned on all passenger cars, because it fails the national standard GB4785 on the installation of exterior lighting and light-signal devices. The blue light is a recent add-on from many new-force … Read more
Chinese Cars Cost Double Overseas — And That’s the Point
Chinese automakers are selling cars overseas at nearly double the domestic price. This isn’t price gouging — it’s strategy. Take the Xiaopeng MONA L03, launched in Munich on July 16. In Germany, the pure EV version starts at €35,600 ($27.6K USD equivalent). In China, the same car starts at ¥123,800 ($17.2K). The markup is nearly … Read more
China’s Two-Front European War
China is fighting a European war on two fronts. The first front is the product. The second front is the buyer. Marco Girometti has stood on both sides.
The Wuhan-Paris Axis: 2030, The Kill Switch for American Autos
Part II of How Stellantis Rewrites the Transatlantic EV Playbook In Part I, we mapped the Wuhan-Paris axis — a dual arbitrage allowing Stellantis to shore up its European defences using Chinese engineering. That was the dress rehearsal. The ultimate prize lies across the Atlantic, where Detroit continues to slumber inside its tariff-protected greenhouse. Stellantis … Read more
The Empire that Forgot to Enter the Next War
The Empire that Forgot to Enter the Next War Warren Buffett held BYD for seventeen years and exited in silence. The smartest investors I know are still arguing about whether BYD has won, but they are arguing about a war that is already over. The story is not BYD versus Volkswagen, but that the auto … Read more
VW will be bought by BYD, said Schularick. He’s wrong about the verb.
VW will be bought by BYD, said Schularick. He’s wrong about the verb. Moritz Schularick, president of the Kiel Institute for the World Economy, said Volkswagen would “likely be bought by a Chinese car maker like BYD.” The press amplified it. Headlines ran with “buys” and “takes over.” A few editorial cartoonists went further, drawing … Read more
The Wuhan-Paris Axis: How Stellantis Rewrites the Transatlantic EV Playbook
The Wuhan-Paris Axis: How Stellantis Rewrites the Transatlantic EV Playbook Part I Three Things to Know • Stellantis is turning its Wuhan joint venture into an engineering classroom — European engineers are learning Chinese EV platform development firsthand. • The deal repurposes idle European factories (Rennes, Zaragoza) to assemble Dongfeng-derived models, bypassing EU anti-subsidy duties. … Read more
Trump, the Nation Builder: How an Accidental Architect Built the Nation of Engineers
Trump, the Nation Builder: How an Accidental Architect Built the Nation of Engineers As Air Force One touches down in a self-assured Beijing this May 14th, 2026, a curious moniker echoes across the Chinese internet: Chuan Jianguo (川建国)—or “Trump, the Nation Builder”. It is a title born of exquisite geopolitical irony. To the Chinese public, … Read more
The Robot Belt Weekly: China’s Top 10 Tech Stories
The Robot Belt Weekly: China’s Top 10 Tech Stories May 3–10, 2026 | The Intelligence Briefing from Shenzhen #1 DeepSeek’s \$45B Gambit: China’s AI Crown Jewel Finally Opens Its Doors Source: TechCrunch | TechNode | The Silicon Review DeepSeek is reportedly shifting from its “maverick” roots to a mainstream powerhouse, eyeing a staggering $45 billion … Read more