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Lotus is launching three new models in China at once, ranging from the mid-engine Emira 420 Sport to the high-performance electric Emeya 900 Gold and Eletre 900 Gold. The two “900 Gold” EVs include many previously optional high-end components as standard and continue to use 800-volt technology with very high charging rates.
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In the first half of 2026, BYD generated more revenue outside China than in its home market for the first time, driven by rapidly rising international sales. At the same time, group revenue and net profit declined, while margins improved thanks to the international business. Expansion in Europe, Southeast Asia and Latin America is therefore becoming even more strategically important for BYD.
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GWM is expanding its Ora brand with the new Ora 5 Sport and Ora 5 GT variants, abandoning its all-electric approach in the process: Depending on the version, both models will also be available as hybrids and even with gasoline engines. The electric versions promise up to 580 km (CLTC), charging from 30% to 80% in 20 minutes, and modern driver-assistance features including LiDAR and map-free “NOA.”
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The Freelander 8 launches in China on September 3. Its EREV powertrain combines a 60.3 kWh LFP battery with a 1.5-liter range extender. It also offers 610 kW, all-wheel drive, and an interior clearly designed around maximum comfort and large displays.
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Volkswagen has opened pre-orders in China for the ID. Aura T6, a 4.81-meter electric SUV from the FAW-VW joint venture. Highlights include the CEA platform developed with Xpeng, an LFP battery with up to 77.5 kWh, and a LiDAR-assisted driver-assistance package on higher-end versions.
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MG has begun deliveries of the new MG 07 sedan in China and reports more than 31,000 binding orders within 11 days of its market launch. The model is available as a BEV and plug-in hybrid, with a focus on 800-volt technology, LiDAR and very high CLTC ranges. For Europe, it offers an indication of how quickly MG is currently scaling its hardware and driver-assistance systems.
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Nio delivered 35,836 vehicles in August, a significant increase year over year but slightly fewer than in July. While the core Nio brand is growing strongly, secondary brand Onvo continues to lose ground—and that is likely weighing more heavily on investors right now than the overall figure.
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BYD’s Fang Cheng Bao brand is already delivering the new Formula S GT electric estate to dealers in China, even though its official market launch is not due until September. With a 92 kWh LFP battery, up to 490 kW available and extremely fast charging, the model is clearly aimed at performance and long-distance driving. A European debut has not been ruled out, most likely under the Denza name.
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NIO’s Onvo brand reports 110,000 L60 SUVs delivered, just under 23 months after the first deliveries began. Sales picked up again in August after remaining well below the previous year’s level so far in 2026. At the same time, the June update, featuring a 900-volt platform, battery swapping and new driver-assistance options, is intended to keep the L60 competitive in the Model Y segment.
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Toyota is refreshing the bZ5 in China for the 2027 model year, with a clear focus on improved driver assistance through Momenta 6.0. It is also introducing a limited-time pricing promotion, while the powertrain and BYD LFP “Blade” batteries remain unchanged.
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Voyah significantly increased revenue and deliveries in the first half of 2026, yet still fell back into the red. The main reason was declining profitability as raw material and component prices rose amid intensifying competition. At the same time, Dongfeng’s premium brand continued to advance new models, its charging network, and international expansion.
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A major Chinese glass supplier is offering semi-transparent solar glass for car roofs for the first time, designed to generate electricity directly in the vehicle. It may sound like a “solar car,” but in practice it is more of a range and standby-power booster for auxiliary systems than a way to drive on sunlight. It is particularly promising for features that consume energy while parked, from climate control to Sentry Mode.
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BYD’s luxury brand Yangwang reports that its U7 electric sedan completed a 30,000-km endurance test in hot conditions and with more than 350 fast-charging sessions. According to the manufacturer, capacity retention afterward was 98.7%, representing a loss of just 1.3%. The broader context is noteworthy: China will significantly tighten its requirements for reliability testing from 2027.
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BYD will launch the Sealion 08 on September 2 as the new flagship of its Ocean range, available as either a fully electric vehicle or a plug-in hybrid. Highlights include an LFP battery of up to 115 kWh, Flash Charging technology and a notably luxurious interior with an optional six-seat lounge layout.
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Audi and SAIC have established a new innovation and technology center in Shanghai for the China-focused AUDI brand. A team of around 300 people will develop four new models based on an ADP 2.0 platform, with the first debut planned for 2028.
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China is launching a nationwide, year-long quality campaign for road vehicles, with a particular focus on the safety of intelligent connected cars. Alongside development and production, the initiative will also examine compliance with approval requirements, including stricter rules for testing, inspection organizations and OTA updates.
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A Chinese research team has reported lithium-metal pouch cells with an energy density in the 600 Wh/kg range and a new electrolyte strategy to combat degradation and dendrites. It sounds like a potential breakthrough for drones and eVTOLs, but it is clearly still laboratory research and far from automotive mass production.
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BYD reports declining revenue and significantly lower profit for the first half of 2026, despite strong growth in its international business. Its gross margin even improved slightly, but weaker NEV sales in China and currency losses weighed on earnings. At the same time, BYD continues to invest heavily in research and development and has improved its operating cash flow.
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Volkswagen is launching a new electric SUV in China with the ID Aura T6. At 4.8 m long, it is clearly larger than the ID.4. It uses a new platform developed jointly with Xpeng, while its battery and power output are deliberately aimed at the mass market. The price is particularly striking: in China, the entry-level model is expected to cost the equivalent of less than €20,000.
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Nio is launching a new special edition for its Firefly brand in China called Club Spiaggia, limited to 666 vehicles. The familiar technical setup with a 42 kWh battery and 420 km of CLTC range remains unchanged; the roughly 13% premium mainly covers the paintwork, decorative elements, and interior details.
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BMW has opened pre-sales in China for the new Neue Klasse iX3 and reportedly collected tens of thousands of pre-orders in the first week alone. At the same time, there is an unusual problem: demonstrator vehicles will be missing from showrooms until well into the fall, while large-scale deliveries have been pushed back to 2027.
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Tesla has rejected speculation that it abandoned the rollout of FSD in China. According to the company, its Shanghai data center continues to operate normally, while hiring for FSD-related roles is even set to accelerate. The rumors were partly triggered by a misreading of a website list showing countries where an FSD subscription is available.
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Chinese manufacturers such as BYD, Chery and Leapmotor plan to significantly expand production in Europe, partly through new plants and partly by using spare capacity at existing factories. A recent forecast projects around 90,000 vehicles built in Europe in 2026, rising to about 1 million by 2030 and approximately 1.5 million by 2035. The main drivers are EU rules on local value creation and tariffs on electric cars made in China, which could eventually be extended to hybrids.
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BMW has opened preorders in China for the new iX3 as a long-wheelbase model, offering three variants at prices that are expected to remain unchanged at market launch. Technically, the model is based on the Neue Klasse platform, with an 800-volt architecture, a 108 kWh battery and highly ambitious charging and range figures under the China Light-Duty Vehicle Test Cycle (CLTC).
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A new industry analysis reveals the extent to which Europe’s automotive industry depends on Asia for battery cells and precursor materials. As a result, Europe could lose up to €150 billion in value creation by 2030, while research, profits and expertise increasingly develop outside Europe.
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According to BYD, it has installed 10,000 ultra-fast chargers delivering up to 1,500 kW in just five months. The network currently covers 325 cities in China and is set to expand to 20,000 stations by the end of the year, including highway locations. At the same time, BYD is planning thousands of charging points in Europe, reigniting the debate over 800-volt technology and real-world charging times.
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The MG 07 has made a lightning-fast start in China, surpassing 10,000 binding orders in under two minutes. The high proportion of long-range versions stands out, prompting MG to ramp up its supply chain early. For Europe, this is primarily an indication of just how intense the pricing pressure and pace of development in China’s electric sedan segment have become.