Insider Insights
Analysis grounded in direct, hands-on experience within the industry, not just headlines.
Tier 1 Perspective
A deeper understanding of the components, technologies, and manufacturing realities that truly drive innovation.
Actionable Intelligence
We connect the dots: What do these shifts mean for your business in Stuttgart or your investments in Detroit?
Meet The Analyst
I’m Jungmo Kim, an analyst and active professional within China’s automotive ecosystem. Currently based in Shanghai, I offer a unique, on-the-ground perspective…
Latest Analysis
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Polestar’s $600M Lifeline: Decoding the Latest Chinese EV Market Funding Crisis
Polestar secured a $600M lifeline via $300M in new equity and $300M debt conversion, but can it stop its massive cash burn amid global EV market struggles?
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BYD’s Unstoppable Surge: Decoding China’s November EV Sales and Tesla’s Top 10 Return
BYD shatters China’s auto sales record in November 2025 with 474k units, fueled by massive exports. Tesla returns to the top 10, but local rivals dominate.
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China EV War Chest: Why Xiaomi’s Million-Yuan Dealer ‘Red Envelopes’ Matter for Global Automakers
Discover why Xiaomi just handed out 100M yuan in ‘red envelopes’ to EV dealers, as AITO breaks luxury delivery records. Analyze the new battle for channel dominance in the China EV market.
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Why BYD’s New Mobil Engine Oil Signals a Maturing PHEV Market
BYD partners with Mobil for a specialized ‘BYD Mobil Hybrid Dedicated’ engine oil for its DM-i PHEVs. This signals a major long-term commitment to hybrid tech and raises the engineering bar for competitors.
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China’s Auto Parts Giants Are Going All-In on Humanoid Robots: What It Means for the Global EV Market
Chinese auto parts supplier Ningbo Huaxiang is accelerating its pivot into robotics by partnering to build advanced humanoid robot hands. Discover why this signals a new era of manufacturing dominance.
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Can Huawei’s HarmonyOS Save Legacy Automakers? Dongfeng Nissan Teana Sales Surge Analysis
Dongfeng Nissan’s gasoline Teana, equipped with Huawei’s HarmonyOS cockpit, hit 10,000+ orders in one month. Discover why this signals a major shift for Western OEMs.