Global Auto Surveillance: Robotaxi Race Accelerates

Key Takeaways: Tesla officially launched its Cybercab in Austin, marking a significant step in the deployment of its robotaxi service. This week, Tesla began offering Cybercab services to the public in Austin, having already accumulated over one million miles of autonomous driving. Although the scale of commercial operations remains unclear, signs indicate that the deployment scope is expanding. Continued expansion of the fleet size is key to further stock price appreciation. We maintain an Overweight rating on Carvana with a target price of $90, viewing its growth as sustainable. As earnings season approaches and investors adjust their portfolios for year-end, the report reiterates its stance on

CSOPSep 5 12:22

Twenty-three lithium-ion battery companies convened in Tianfu New Area, marking the launch of China's first ESG collaboration mechanism for the entire lithium-ion battery supply chain.

Gelong Hui, September 5 – According to National Business Daily, the 4th Zero-Carbon Collaborative Innovation Conference was successfully held on September 3 at Longhu Lake in the Tianfu New Area of Sichuan Province. At the conference, the "Sustainable Lithium Battery Industry Working Group," led by Tianqi Lithium and covering the entire lithium battery value chain, was officially launched. This marks China’s first industry-wide ESG and sustainable development collaboration mechanism encompassing the entire upstream, midstream, and downstream supply chain. The working group will focus primarily on four key areas: mutual recognition of technical specifications for the EU’s new battery regulations and the battery passport, development of local carbon footprint data, collaborative efforts in supply chain traceability and security data, and industry sustainability narratives and international cooperation, with a commitment to reducing duplicate audits and

Gelonghui FinanceSep 5 11:03

Three national standards for solid-state batteries in mainland China have been initiated, with draft versions expected to be released for public consultation by year-end.

According to Chinese media reports, Wang Fang, Chief Scientist at the China Automotive Technology and Research Center (CATARC), revealed that three national standards covering performance, safety, and service life specifications within the "Solid-State Batteries for Electric Vehicles" series have been approved for development. A draft for public consultation is expected to be released by the end of this year. The "Solid-State Batteries for Electric Vehicles" series comprises four parts in total. According to the National Public Service Platform for Standards Information, Part 1: Terms and Classification was published on August 28 this year and will come into effect on January 1, 2028. Wang Fang served as one of the main drafters of this standard. Regarding the remaining three parts of the series, Wang Fang mentioned

AASTOCKSSep 4 17:10

BYD (01211.HK) commences production at its Subang plant in Indonesia, with total investment exceeding RMB 7.1 billion.

According to reports, BYD (01211.HK) commenced production at its electric vehicle plant in Subang, West Java, Indonesia, on September 3. The total investment amounts to IDR 16 trillion, equivalent to approximately HKD 7.12 billion. The facility covers an area of 126 hectares and has an annual production capacity of 150,000 vehicles, encompassing complete vehicle manufacturing processes including stamping, welding, painting, and final assembly. The plant has reportedly hired approximately 5,000 local workers, with the workforce expected to expand to 20,000 upon full-scale operation. The production process features a high degree of integrated consolidation. The group stated that the local content rate at the facility has exceeded 40%, with a target to achieve this level across each production line by January next year.

AASTOCKSSep 4 16:32

Tesla’s strong sales have boosted South Korea’s imported electric vehicle market, with industry analysts expecting the momentum to continue into next year.

This year, the South Korean market for imported electric vehicles (EVs) has experienced unprecedented prosperity, driven by Tesla's strong dominance and intense competition from major brands. Some leading brands have achieved their annual sales targets ahead of schedule, while others have significantly raised their performance targets to meet surging demand. Influenced by high oil prices and growing market expectations for autonomous driving technology, industry observers believe this market momentum is likely to continue into next year. The South Korean imported EV market has grown rapidly under Tesla's leadership. Cumulative sales from January to August reached 114,401 units, a year-on-year increase of 114.0%. Among these, Tesla sold 76,776 units, accounting for 67% of the total, representing a year-on-year increase

Global Market BriefingSep 4 16:04

Express News | The 10th Meeting of the Sino-German Steering Committee for Cooperation on Electric Vehicles Successfully Held

To actively implement the important consensus reached by the leaders of China and Germany and to continuously deepen the all-round strategic partnership between the two countries, the 10th Meeting of the Sino-German Steering Committee for Cooperation on Electric Vehicles was successfully held online on September 1, 2026. The meeting was co-chaired by Mr. Zhuang Jia, Deputy Director-General of the Department of International Cooperation at the Ministry of Science and Technology, and Mr. Johannes Wieczorek, Director-General of the Policy Division at the German Federal Ministry of Transport and Digital Infrastructure. Both sides engaged in in-depth exchanges on issues including the current status and policy developments of new energy vehicle industries in China and Germany, progress in cooperation under the Sino-German Electric Vehicle Innovation Support Center (SGEC), and future collaborative opportunities. They agreed that scientific and technological innovation cooperation in the electric vehicle sector should be further strengthened to jointly promote green and low-carbon transformation. Representatives from relevant entities on both sides attended the meeting, including officials from the Ministry of Science and Technology, the Chinese Embassy in Germany, the China Automotive Technology and Research Center, Beijing Institute of Technology, Chery Automobile, BYD, the German Federal Ministry of Transport and Digital Infrastructure, the German Embassy in China, the National Organization for Traffic Transition in Germany, and the German Agency for International Cooperation.

BreakingsSep 4 15:00