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.”

Apple Intelligence China Beta Due Later in October, with Alibaba’s Qwen Integration

Apple（苹果）plans to release a test version of Apple Intelligence in mainland China later in October, incorporating capabilities from Alibaba’s Qwen（千问）model family. The rollout would bring selected AI features to Chinese users while giving Alibaba a distribution channel within Apple’s device ecosystem.

Leapmotor Starts B10 Production at Stellantis’ Spanish Plant, Deepening European Manufacturing Partnership

Leapmotor（零跑汽车）has begun production of its B10 electric SUV at Stellantis’ Zaragoza plant in Spain, extending its European business from vehicle sales into local manufacturing through an established automaker’s industrial network.

Pony.ai Begins Manchester Robotaxi Tests with Uber and Verne, Extending UK Expansion

Pony.ai（小马智行）, Uber and Croatian mobility company Verne announced on October 14 that Pony.ai’s seventh-generation robotaxis were testing in Manchester, adding a second British city to their expansion plans following an earlier London announcement. The move extends the partners’ European collaboration, although a launch date for public passenger service in Manchester has not been disclosed.

Transsion Holdings Debuts in Hong Kong, Completing A+H Dual Listing

Shenzhen Transsion Holdings（传音控股）, the Chinese handset maker behind TECNO, itel and Infinix, began trading on the Hong Kong Stock Exchange on October 15, completing an A+H dual listing and adding an offshore equity-financing channel to support its emerging-market business.