Industry Mobility & EV23 SEP 2026

Chinese automakers move from battery users to battery definers, reshaping supplier power

*Multiple Chinese EV brands have launched proprietary battery platforms in 2026, reframing a supplier relationship that allowed battery firms to earn 508 billion RMB in combined profit in H1 2026 — roughly twice the combined profit of 23 listed automakers in the same period.

Subscriber Content

Subscribe to read the full analysis

From $9/month · 7-day free trial

Start Free Trial

Already a subscriber? Log in

Industry Robotics & Automation AI & Digital23 September 2026

China's embodied AI sector cannot retain its senior leaders

At least a dozen senior executives and chief scientists departed China's humanoid robot companies in the six months to September 2026. The exits span founders, CTOs, and algorithm heads — and they are happening at companies that just closed billion-yuan funding rounds.

Industry Energy & Cleantech Europe23 September 2026

CATL begins trial cell production at planned 100 GWh Hungary plant

On September 22, 2026, CATL started trial runs on two cell production lines at its Debrecen facility — its future largest production base outside China.

Industry Mobility & EV23 September 2026

China's electric heavy truck market hits 47% penetration as structural limits emerge

New energy heavy-duty trucks reached a 47.43% share of China's heavy truck market in August 2026, up from 26.61% a year earlier. The surge is driven by policy spending and provincial subsidies, but long-distance freight remains almost entirely diesel.