Toyota's production recovered rapidly and its output will reach a new high in December

Chassis Supply Chain's "iPhone Moment": China's Tier 1 Shift as LeeKr Emerges

Over the past decade, China's electric vehicle (EV) industry has evolved from a niche experiment into a leading force in the global automotive landscape. In the first ten months of 2025, China exported over 2 million EVs, nearly double the year-earlier figure. From European city streets to Southeast Asian highways and Latin American urban centers, Chinese EVs have emerged as one of the most prominent symbols of a new era of “Made in China.”

Chery Group Surpasses 7 Million Cumulative Vehicle Exports, a First for Chinese Automakers

Chery Group（奇瑞集团）exported 196,984 vehicles in August, up 52.1% year on year, taking its cumulative vehicle exports beyond 7 million units. The company said it is the first Chinese automaker to pass that threshold.

BYD’s Overseas Revenue Tops China Revenue for the First Time

BYD（比亚迪）reported CNY 181.27 billion in revenue outside China in the first half of 2026, exceeding its CNY 163.55 billion of revenue from China, including Hong Kong, Macao and Taiwan. Overseas revenue represented 52.57% of group revenue, the first time it has surpassed the China figure on BYD’s geographical reporting basis.

SHEIN Shares Fall Nearly 10% in Hong Kong Trading Debut

SHEIN（希音）began trading on the Hong Kong Stock Exchange on September 1 under ticker 00625. The China-founded online fashion retailer opened at its HK$48.56 offer price before falling to an intraday low of HK$43.72 in early trading, nearly 10% below the issue price.

France Imposes New Environmental Charges on Ultra-Fast Fashion Platforms

France will introduce per-item environmental penalties for ultra-fast-fashion platforms from September 1, targeting business models associated with SHEIN（希音）and Temu.