Electric ships sail into the new blue ocean

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.”

Unpacking China | Key Chinese Firms to Watch This Week （16/08/2026-22/08/2026）

X  Amid fast-paced changes that fill the business community with excitement, angst and trepidation, EqualOcean will publish a series of roundup articles to document the major events related to Chinese companies going global every week.

Pony.ai’s Robotaxi Revenue Rises 691% as Overseas Deployment Pipeline Tops 4,000 Vehicles

Pony.ai reported a sharp acceleration in Robotaxi revenue in the second quarter of 2026, while outlining planned and potential overseas deployments exceeding 4,000 vehicles—signalling the company’s push to turn its China operating experience into a broader international business.

ByteDance’s Proposed US$20 Billion Offshore Loan Draws More Than US$30 Billion of Demand

ByteDance (字节跳动) has drawn more than US$30 billion of demand for a proposed syndicated loan that could become its largest offshore borrowing, Bloomberg reported on Aug. 19, underscoring lenders’ appetite to finance the TikTok owner’s expanding artificial-intelligence infrastructure plans.

Geely Raises 2026 Export Goal to 920,000 Units as It Expands Hybrid and Local Production Push

Geely Automobile Holdings Ltd. (Geely Auto; 吉利汽车) has lifted its 2026 export target from 640,000 to 920,000 vehicles after reporting record first-half overseas sales, setting its sights on annual overseas volume of 1 million units as it broadens hybrid offerings and accelerates local production partnerships.