China EV & Battery Monthly: May: Battery growth continued to outperform EV on growth amid ESS & exports

Research evidence excerpt

China EV & Battery Monthly: May: Battery growth continued to outperform EV on growth amid ESS & exports

China EV & Battery Monthly UBS Research

EV market: news updates

EU to broaden import quotas and tariffs against China, official tells FT

European Union industry chief Stéphane Séjourné signaled a tougher trade stance

toward China, warning that certain European industries could face an “existential”

threat from Chinese imports. In comments to the Financial Times, he said Brussels plans

to broaden the use of import quotas, tariffs and safeguard measures beyond individual

companies or raw materials to cover entire sectors. Industries such as chemicals, metals

and clean technology were highlighted as particularly vulnerable to what the EU views

as unfair competition.

US says BYD, Baidu, Alibaba and other tech giants are aiding China's

military

The United States has expanded its list of companies allegedly supporting China’s

military, adding major firms including Alibaba, Baidu, BYD and NIO. According to the

article, the updated Pentagon list reflects broader concerns over China’s technological

and industrial capabilities and follows the recent Trump-Xi meeting. While the

designation does not impose direct sanctions, it will restrict US government

procurement from listed firms.

China regulators summon automakers over “irrational competition”

and price-war conduct

China’s Ministry of Industry and Information Technology and the State Administration

for Market Regulation jointly summoned automakers deemed to be engaging in

“disorderly competition,” requiring strict compliance with the Price Law and rules

prohibiting below-cost dumping. The intervention comes as EV makers continue to use

discounts, subsidies and rapid model launches to defend market share.