Policy News

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Tracking China's policies on EVs and their industry chain as well as the international policy environment facing China's EVs, and the potential implications of these policies.
  • China mandates EV batteries must remain with vehicles upon scrapping

    By 2030, China's waste power battery volume is projected to exceed one million tons annually.

  • China's EV exports to EU expected to grow 20% annually over next 3 years, says CPCA head

    The outcome of China-EU negotiations — replacing high tariffs with price undertakings —has preserved core market access for Chinese EVs in the EU, Cui said.

  • China, EU reach consensus on price undertakings for Chinese EV exports

    Both sides agreed it is necessary to provide general guidance on price undertakings for Chinese exporters shipping passenger BEVs to the EU.

  • Shanghai aims to become 'world's eVTOL capital'

    Shanghai targets an annual output value of about RMB 80 billion ($11.4 billion) for the core industries of its low-altitude economy by 2028.

  • Shanghai to continue offering free license plates for EVs in 2026

    Shanghai is home to Tesla's China factory and Nio's global headquarters.

  • China's 2026 auto trade-in subsidies seen as unfavorable for affordable models

    Analysts predict budget automakers like Leapmotor, BYD, and Geely will face the greatest impact.

  • China begins seeking public input on national standard for EV solid-state battery

    The standard is seen as a key step for solid-state batteries to transition from laboratory research to large-scale vehicle integration.

  • China to continue trade-in subsidies in 2026 to stimulate auto consumption

    The 2026 subsidy caps remain unchanged from 2025, though details have been adjusted.

  • Arcfox, Deepal secure China's 1st dedicated license plates for L3 autonomous driving

    Analysis suggests models from BYD, FAW, GAC, Nio, and SAIC are next in line for L3 permits.

  • China grants 1st L3 autonomous driving permits for regular passenger cars

    China's industrial regulator has for the first time approved two Level 3 autonomous driving models, from Changan and Arcfox respectively.