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Chinese Carmakers Push Back on Name Rent
Two Chinese carmakers are taking back ground from Huawei and CATL, and both now have to prove that more control is worth the cost.
Oct 5
•
Poe Zhao
and
Yanting
3
9
What Happens to a Chinese Car Factory When It Loses Its Product
China’s auto capacity is not shrinking in step with demand. It is being sorted. The plants standing idle are the ones without a product.
Sep 18
•
Poe Zhao
4
12
The Same Wall, Built Two Ways
The US allowed Tesla to certify first and answer questions later. China’s robotaxi operators separated driverless service from driverless vehicle…
Sep 15
•
Poe Zhao
3
3
BYD’s Profit Rebound Has a Price
Overseas auto-related sales are offsetting domestic weakness, supplier finance is moving into bills, and more R&D is moving onto the balance sheet.
Sep 7
•
Poe Zhao
and
Yanting
6
11
The Split That Requires No Sale
US and Chinese rules are dividing Tesla’s data, software and supply chains without changing who owns the China business.
Aug 13
•
Poe Zhao
7
2
11
CATL Collects From Both Ends
The record buyback arrives as supplier credit expands and carmakers quietly build second sources.
Jul 31
•
Poe Zhao
5
5
Momenta and the Software Economics of Self-Driving
While L4 specialists burn cash and platform giants court automakers, Momenta’s IPO filings reveal a licensing model with a clearer path toward…
Jun 26
•
Poe Zhao
3
7
CATL Replays the Battery Playbook
CATL invested $1.5 billion to build a vertical energy chain for AI data centers, but the battery playbook meets different opponents this time.
Jun 19
•
Poe Zhao
8
6
ByteDance Wants the Car Cockpit, Not the Car Factory
How ByteDance plans to turn 7 million car cockpits into recurring inference revenue for its $30 billion AI infrastructure.
Jun 15
•
Poe Zhao
3
3
China’s AI Car Race Is About Control
At Beijing Auto Show, automakers and AI suppliers are fighting over the layer between driver intent and vehicle action.
May 5
•
Poe Zhao
4
2
CATL's Global Bill Comes Due
Profit soared 48.5% last quarter. Operating cash flow crept up 2.5%. The spread tells the real story of expansion.
Apr 16
•
Poe Zhao
9
2
Wuhan’s 100 Frozen Robotaxis and China’s Global Robotaxi Bet
The gap between China’s robotaxi technology and the operational systems behind it is wider than the industry’s global ambitions suggest.
Apr 6
•
Poe Zhao
8
3
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