De février à septembre 2026, le secteur chinois de l'IA incarnée a enregistré une vague concentrée de départs à la direction, touchant chaque niveau de l'industrie.
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*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.
On September 22, 2026, CATL started trial runs on two cell production lines at its Debrecen facility — its future largest production base outside China.
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.