CATL has launched CATL TENER Sodium, a utility-scale sodium-ion energy storage system aimed at moving the technology from pilot projects into commercial grid infrastructure.
CATL chairman Robin Zeng said on June 23 at the World Economic Forum (WEF) in Dalian that many electric vehicles (EVs) in China could be turned into computing infrastructure for the large-scale production of AI tokens by using their onboard batteries and AI chips.
The Chinese government has recently introduced a series of regulatory measures targeting the new energy vehicle (NEV) industry. In addition to reducing subsidies and restoring related taxes, Chinese state media has over the past month increasingly shaped public discussion by criticizing heavy electric vehicles (EVs) for placing greater strain on roads and significantly increasing maintenance costs. These expenses are still largely covered by fuel taxes paid by internal combustion engine (ICE) vehicle owners, sparking heated debates.
China has announced its first mandatory national safety standard for Level 3 (L3) and Level 4 (L4) autonomous driving, with implementation set for July 2027.
Hushan, a global automotive door-handle maker, said on June 23 that its ADAS automotive camera module has entered a volume ramp as long-term rigid demand in North America's aftermarket remained intact, the firm announced at its annual shareholders' meeting. The meeting also approved the 114 fiscal-year financial statements and a profit distribution plan, while executives warned of an uncertain macro environment for 2026, driven by US tariff policy and geopolitical disruptions.
The EU has imposed higher tariffs on Chinese battery electric vehicles (BEV) for more than a year, but the impacts have been limited. According to foreign media reports, the EU is now turning its attention to Chinese plug-in hybrid vehicles (PHEV), and could impose additional import duties in the interest of ensuring industrial competitiveness and strategic autonomy in Europe.
As momentum builds toward net-zero emissions, replacing traditional gas-powered scooters remains one of the hardest challenges in transport transformation. WeMo CEO Davidd Liu said data analysis and consumer insights show that a high proportion of Taiwan's scooter-sharing users still own private scooters, with shared mobility used mainly as a supplement for intercity trips or one-way travel.
Gogoro is preparing to launch a new electric scooter on June 23, 2026, that industry supply-chain sources said will feature an in-wheel motor, dual batteries and upgraded performance aimed at the 100-125cc gasoline scooter segment. The announcement comes as Taiwan's electric scooter market moved from a weak start in 2026 to a gradual recovery, supported by local subsidies, affordable new models and high-profile cross-brand collaborations.
China's Ministry of Industry and Information Technology (MIIT), Ministry of Commerce, and three other government departments announced on June 18 the launch of a new round of the 2026 New Energy Vehicle (NEV) rural promotion campaign. Through measures including vehicle trade-in programs, charging and battery-swapping infrastructure development, and tax incentives, the initiative aims to further stimulate the replacement of gasoline vehicles and EV consumption in county-level administrative regions and rural towns.
In China's new energy vehicle (NEV) market, industry leader BYD introduced megawatt-level (MW) flash charging technology more than a year ago and further enhanced its fast-charging capabilities with the launch of its second-generation Blade Battery in March 2026. Now, major competitors, including Geely and CATL, have also entered the space. Flash-charging technology remains in a stage of extensive validation and limited pilot deployment, but Chinese automakers and battery manufacturers are already engaged in an intense marketing battle, reflecting the intensifying competition in the NEV market.
Physical AI and ADAS-cockpit integration have become the two main forces driving upgrades in China's autonomous driving and smart cockpit supply chains, according to the latest report from DIGITIMES Research. Under this trend, automakers and tech companies are accelerating the deployment of world models and LLMs, with a new wave of mass production and commercial pilot runs expected in the second half of 2026.
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