Insights
The bull case for Chinese automakers, beyond EV margins
Low EV profits obscure a broader push to expand globally, adapt to local demand, and build long-term positions abroad.
7 mins read
Great Wall Motor
With rising exports, factory rollouts, and new listings, Chinese automakers are redefining what it means to go global.
Executive churn and slow progress on deliveries leave Haomo.AI at risk of being folded into Great Wall Motor as rivals gain ground.
Chinese automakers are vying for a piece of Thailand’s EV market, a move underpinned by the country’s industrial advantages, climate conditions, and cultural backdrop.