Stories

Auto Dynamics

Follows how technical breakthroughs survive contact with manufacturing, infrastructure, safety, and global market competition.

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The high-energy-density materials market will reach $206.7 billion by 2034.

In 2024, the global market size for high energy density materials was 61.2 billion USD, with projections of 70 billion USD in 2025 and 206.7 billion USD by 2034, reflecting a compound annual growth rate of 12.8%. The Asia-Pacific region leads the market, with Tesla holding over a 15.2% share. The adoption of electric vehicles, demand for renewable energy storage, and upgrades in consumer electronics are the core growth drivers.

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L3 and L4 Advancing in Parallel: Changan Automobile's Dual-Track Ambition in Autonomous Driving

Changan Automobile has officially obtained an L4-level Robotaxi testing license, having previously received China's first L3-specific license. Its dual-track strategy relies on the Tianshu end-to-end large model to achieve technological homology across L2/L3/L4, accelerating validation under Chongqing's complex road conditions.

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Electric Vehicle Next-Generation Solid-State Battery Market: Expected to Reach $16.4 Billion by 2035, with a CAGR of 46.1%

According to the latest report from Global Market Insights, the global next-generation solid-state battery market for electric vehicles is expected to grow from $542.3 million in 2026 to $16.4 billion by 2035, with a CAGR of 46.1%. The Asia-Pacific region holds the largest market share, with sulfide electrolytes and pouch batteries being the mainstream technology directions. CATL, Samsung SDI, Solid Power, Toyota, and WeLion New Energy rank among the top five, together accounting for a 49% market share.

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Supply chain fragmentation: How geopolitics is reshaping the global automotive industry

Geopolitical conflicts and trade barriers are forcing the global automotive supply chain to shift from globalization to regionalization and block formation. Major economies such as China, the United States, and Europe are competing over supply chain security, giving rise to a dual-track supply chain and a block-based pattern rooted in geopolitical camps. Leveraging its complete manufacturing system, China is transforming from a cost center into a resilience center.

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