October delivery figures reshuffle China's new-energy carmakers, with Leapmotor holding the 100,000-a-month lead while Xpeng and Xiaomi pass 50,000. Analysts say overseas sales, not domestic volume, now separate winners from the rest as former leaders slip.
CATL used Australia's All-Energy 2026 show to pitch energy storage as a long-term, asset-backed service rather than a box of cells, raising the bar for what a battery vendor must guarantee. The shift matters for a market where renewables already dominate generation.
CATL shares have fallen for eight straight sessions, pushing the world's biggest battery maker back toward a 1 trillion yuan valuation as growth slows. Investors are asking whether the company can find a new story beyond building more factories.
China is now the world's largest vehicle exporter, led by electric and plug-in hybrid cars from BYD, Chery and a wave of younger brands — a shift with big consequences for car prices everywhere.
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