Curated reporting on exports, launches, technology and policy — the stories driving China's automotive turn outwards.
Field-survey sect versus probe sect: after forty years the two mapmakers' technology converged, leaving only a choice of commercial philosophy.
Read dispatch →Three and a half years on, Overture dropped 'anti-Google' and made AI the subject — buying what the old story couldn't.
Read dispatch →Every 2026 map-industry headline is a rerun of scripts Tele Atlas played out forty years ago.
Read dispatch →From a 1984 wrong turn to Nokia's $8.1B at the top: Navteq's forty-year parabola contains every commercial law the map industry ever learned.
Read dispatch →Company and assets parting ways is not a new script. HERE as an independent pole vanishes — in four possible forms.
Read dispatch →Neither HERE nor TomTom will die — but their survival odds differ by an order of magnitude, for reasons no income statement records.
Read dispatch →Everyone sells maps as a product; Google raises the map as an organ of Search. Forty years of map wars are a war between two valuation functions — and the space beyond Google's.
Read dispatch →AI has no stable way to refer to a place. GERS wants to be the DNS of the physical world — the grounding layer agents are missing.
Read dispatch →An updated strategy analysis: Google's automaker cooperation splits into four independently purchasable layers — Android Auto projection, the open-source AAOS kernel, the Google built-in service pack, and the Google Maps Auto SDK data layer. We re-sort Volvo, GM, BMW, Toyota, Mercedes-Benz plus XPeng, BYD, Zeekr and Xiaomi by how much OS sovereignty each cedes, and correct the nature of the XPeng and Rivian deals.
Read dispatch →BYD built its 100,000th EV in Brazil on July 16, signed a PSG sponsorship and will enter Japan's kei-car market with the Racco on July 28, while XPeng launched the L03 globally from Munich and the EU moved closer to taxing Chinese PHEVs.
Read dispatch →Chery’s export engine is accelerating while its domestic brands diverge. An ownerless governance structure, a roughly 7x trailing earnings multiple and a large September lock-up expiry frame the investment debate.
Read dispatch →Google's advantage in the third generation of in-car assistants is not Gemini alone. It is the ability to anchor conversational AI to a hard-to-cut requirement: global maps and navigation.
Read dispatch →GM is removing phone projection while deepening its use of Google's embedded stack. The apparent contradiction explains how Google moved from a guest on the screen to infrastructure inside the cockpit—and why Chinese automakers are becoming the next growth vector.
Read dispatch →China exported a record 1.037M vehicles in June (+75.1% YoY), with NEVs topping 50% of the total for the first time, as BYD overseas sales hit 175,349 units and Geely crossed 100,000 exports in a single month.
Read dispatch →Chery, BYD, and Geely collectively posted record H1 2026 export figures—943,817, 792,256, and 474,228 units respectively—as Leapmotor entered Mexico and GAC, Changan, SAIC, GWM, and FAW all hit new overseas milestones.
Read dispatch →BYD hit a record 175,349 overseas units in June (+94.7%), Chery posted 191,062 (+79.7%), and Geely broke 100k for the first time, as China's export boom spreads beyond its traditional duopoly.
Read dispatch →Euro NCAP's 2026 Speed Assistance rules turn speed-limit knowledge into a measurable safety function, testing camera-map fusion, data freshness, V2X and iACC execution.
Read dispatch →A full research report on Momenta's HKEX listing, technology roadmap, global OEM clients, map-free ADAS architecture, overseas deployment and the globalization of China's advanced driver-assistance software.
Read dispatch →A full regulatory deep dive on UNECE R155, ISO/SAE 21434, China's GB 44495/44496 framework, US connected-vehicle restrictions and cybersecurity implications for Chinese automakers overseas.
Read dispatch →China exported 877,000 vehicles in June as domestic demand stayed weak; in the UK, MG HS and Jaecoo 7 entered June's top-10 registrations while Finland showed BYD's trust barrier.
Read dispatch →A full research report on Mazda EZ-60 / CX-6e global sales, covering China sales data, Europe and Australia launch strategy, overseas forecasts, manufacturing, supply chain and strategic risks.
Read dispatch →A full research report on Mazda's EV strategy, covering the MX-30 lessons, Lean Asset Strategy, Changan Mazda EZ-6/EZ-60 track, Skyactiv EV platform delay, hybrid strategy, market layout and risks.
Read dispatch →Leapmotor becomes first Chinese EV startup in North America via Stellantis, as BYD hits 792,256 overseas units in H1 2026 (+70.7%) and XPeng prepares a 64-market L03 global launch.
Read dispatch →A structured research brief on DELIVAN, Chery Commercial Vehicle's new electric light-commercial-vehicle brand, covering brand strategy, product technology, Europe entry, partners, manufacturing, tariffs and competition.
Read dispatch →A structured research report on Chery Automobile’s overseas value-chain layout, covering R&D, manufacturing, brands, supply chain, channels, local talent, ESG, capital markets and strategic risks.
Read dispatch →A bilingual forecast model for Chery Commercial Vehicle's overseas sales path from roughly 40,000 units in 2026 to a 400,000-unit overseas target by 2030.
Read dispatch →A full original research report comparing BYD and Tesla across sales, financials, batteries, autonomous driving, charging infrastructure, product portfolios, globalization, AI strategy, valuation and risks.
Read dispatch →A full original research report on BYD’s overseas value-chain strategy, covering manufacturing, vertical integration, logistics, charging infrastructure, brands, key markets, R&D, supply chain and risks.
Read dispatch →BYD posted a record 175,349 overseas deliveries in June (+94.7%) even as South Korea stripped it of EV subsidies, while XPeng chose Munich for its first-ever overseas world premiere and Leapmotor set a new monthly record of 93,376 units.
Read dispatch →The EU's anti-subsidy duties were meant to slow Chinese EVs. Eighteen months on, the real effect is visible: not retreat, but localisation, PHEV substitution and a premium pivot.
Read dispatch →A bilingual daily briefing tracking overseas sales, plants, dealers, policy moves and market entries by Chinese automakers.
Read today's briefing →CATL and BYD together produce more than half the world's EV batteries. The story of how that dominance was engineered, mine to module.
Three minutes, full charge. Why NIO built 3,000 stations — and why CATL and Geely joined in.
Inside the design language borrowing from Porsche — and where it diverges.
TopChinaCar tracks Chinese automakers overseas, EV and battery news, export data, overseas plants, dealer networks, tariffs, regulations and market-entry stories.
Articles cite primary or reputable secondary sources inline and list source links where available, especially for data, policy and company announcements.
China has become the world’s largest car exporter, and export growth now shapes automaker strategy, global pricing, supply chains and policy debates.
