There is a Chinese manufacturer eating the entire electric motorcycle pie. And his next goal is Europe

The increase of fuel prices caused by the iran war It is being the perfect excuse for one of the most relevant electric motorcycle manufacturers in China to focus away from its territory. Given the growing demand for economical and electric motorcycles outside Asia, the focus is clear: Europe. Yadea. Yadea is, by sales volume, the world’s largest manufacturer of scooters and electric two-wheeled vehicles. Its success is given by the very high demand for this type of motorbikes both in China and in Southeast Asia and South America. And now it’s time to conquer Europe. Since the conflict with Iran raised oil prices and created obstacles to its transit, international sales of Yadea They are growing at a rate of 70% year-on-year compared to 2025. The new. Yadea is not a new player in Europe. They have been present in Spain since 2022, distributing affordable mopeds and electric motorcycles. A discreet operation that wants to begin to consolidate and grow starting this year. Yadea is closing the opening of a factory in Hungary to produce within the European Union and protect itself from tariff tightening. It is not a new practice: China is starting to manufacture in Europe to make their products competitive, and the electric motorcycle is no exception. Why it is important. Of the almost 60 million electric scooters sold in China, 16 million correspond to Yadea. If there is a manufacturer with enough muscle and knowledge to flood Europe with two-wheeled vehicles at an affordable price, it is this one. Why now. Wang Jiazhong, vice president of Yadea, has made it clear in his statements that the current situation is the best possible opportunity to begin expanding into more markets. “The situation in the Middle East presents a good opportunity for us to enter the market and guide consumers towards the use of our electric vehicles, as they can clearly feel how much fuel prices have increased.” Not so fast. Europe is a peculiar and complicated market for electric two wheels. It represents around 9% of global volumes and is skewed towards premium models. It is not a volume market like Asia, at least today. Quite the opposite happens with the combustion motorcycle: China is sweeping and soon the top 3 best-selling motorcycles will be led by Chinese motorcycles. Therefore, the company is exploring joint ventures and collaborations with local companies to adapt their offer culturally and aesthetically. What giants like NIU, Super Soco or Silence have not achieved (example of the resounding failure of the electric motorcycle in Spain, with the SEAT MO), Yadea wants to achieve it. In Xataka | Spain loves one thing: cheap motorcycles. Europe doesn’t like something else: cheap motorcycles.

Chinese manufacturers of OLED panels for mobile phones face an enemy they did not expect: memory shortages

Chinese companies whose business is based to a greater or lesser extent on the manufacture of OLED panels for mobile phones They are suffering. BOE, Visionox, Tianma or TCL CSOT are some of the companies that the shortage of memory chips has placed in a very delicate position. In fact, the market for OLED matrices for smartphones is going through its worst quarter in years, according to DigiTimes Asia. Global shipments fell 12% year-on-year and 20% compared to the previous quarter during the first quarter of 2026, according to data managed by the consulting firm. UBI Research. A priori it might surprise us that the memory market is degrading the business of Chinese manufacturers of small format OLED panels, but if we dig beyond the surface it is easy to understand precisely what is happening. And what is happening is that Android mobile phone manufacturers are buying many fewer organic matrix screens from their Chinese suppliers because they need to offset the increase in memory prices by reducing the cost of the screen. This scenario mainly affects entry- and mid-range Android smartphones, which are the ones that mostly opted for moderately priced OLED matrices manufactured in China. High-end Android terminals and iPhones usually have OLED screens from Samsung Display or LG Display, although Apple also uses BOE for some models. South Korean manufacturers are taking this blow much better The origin of this problem lies in a decision made by SK Hynix, Samsung and Micron Technology, the three companies that control more than 95% of global DRAM productiona year ago. The rise of data centers for artificial intelligence (IA) has skyrocketed the demand for HBM memories (High Bandwidth Memory) that coexist with GPUs. For the three large memory manufacturers, HBM chips leave a greater margin than conventional DRAM memories, which is why they have focused on the production of the former and have largely sacrificed the latter. The most surprising thing is that this situation has triggered an asymmetric problem This strategy has caused the price of DRAM and NAND memories to increase sharply, but the most surprising thing is that this situation has triggered an asymmetric problem. As we have seen, sales of Chinese OLED panel manufacturers have fallen, but Samsung Display and LG Display are taking the hit very well. And they are doing it because their most important customers are Apple and Samsung Electronics. These two mobile phone manufacturers work with wide margins and have agreed long-term supply contracts with Samsung Display and LG Display, which gives them greater room for maneuver. At the moment they have not been forced to cut the cost of their screens. Be that as it may, market shares during the first quarter of 2026 speak for themselves, according to Korea Herald. Samsung Display led the global market for OLED panels for smartphones with a share of 44.4%, up from 42.8% in the same period in 2025. LG Display reached 9%, rising from 7.6%. Both gained quota despite the fact that its absolute shipments also fell. Among Chinese companies the picture was mixed: BOE maintained the largest Chinese share at 16.3%, and Visionox rose to 10.7% from 9.3%. Tianma fell to 9% from 12.1%, and lastly, TCL CSOT fell to 7.8% from 9.8%. Image | Xataka More information | DigiTimes Asia | Korea Herald In Xataka | The US remains committed to stopping China. Now it has targeted the second largest Chinese chip manufacturer

With AI saturating TSMC’s factories, there’s someone ready to take over: Chinese foundries

Semiconductor Manufacturing International Corp, or SMIC, is the backbone of the semiconductor industry in China. Together with Huawei, he is the architect of the great government plan so that Chinese companies and data centers stop depending on foreign chips that, since punch on the table given in mid-2023 with the SoC of Huawei Mate 60 Prohas called a lot attention on the international scene. So much so that SMIC itself points out that there are already foreign clients who are changing orders so that they can manufacture them themselves. The reason? In the midst of the semiconductor crisis, China is one of the few places with available production capacity. Bottleneck. SMIC, and Chinese foundries, are in a different war: volume over sophistication. While TSMC, Intel and Samsung are fighting for superiority in the 2 nanometer war, China does not seem interested in that battle of the advanced nodes. The reason is simple: they barely represent 20% of the global chip market and producing them is extremely expensive. That strategy of being out of the forefront of the spotlight is working out well for them. It is estimated that between January and February, China has exported integrated circuits worth more than 43 billion dollars. It represents a growth of 21.8% and the reality is that, at this time, China cannot compete in technology with the one that dominates the segment: TSMC. The Taiwanese company is developing the most advanced nodes for clients such as Nvidia and Apple and a few years ago they stated that they could not handle all the demand. Today, that demand has skyrocketed with AI and TSMC is already saying that there may not be something for everyone. That is why there are 64 new factories planned to unblock the situation, 58 of them located in China. Orders. Returning to SMIC, Zhao Haijun, the company’s co-CEO, pointed out a few days ago during the earnings call that China is one of the few regions that has manufacturing capacity, which is motivating “many foreign clients to redirect their orders.” This is not news if we take into account the world situationbut the manager assures that some of these products “were previously manufactured in foundries abroad and are no longer produced there.” That is the relevant point in all this, since it states that, although SMIC as the largest national foundry is receiving the largest burden of these orders, there are other smaller companies that are also benefiting from the situation. This situation is occurring out of necessity, out of TSMC’s need, according to data from TrendForce. Because the Taiwanese company plans to reduce part of its capacity in mature nodes (to focus on cutting-edge ones), it is diverting part of that production and excess orders to Chinese suppliers and second-line foundries. This will also cause the wafers to be used to the millimeter and that from an average utilization rate of 80% in eight-inch wafers, the industry will go to 90% in 2026. Chips are needed and they will have to be scraped from wherever they can. domino effect. The situation is going well for a SMIC that reported revenues of 2,505 million dollars in the first quarter of this year, 11.5% year-on-year that will be surpassed in the second period of the year, with revenue growth of between 14% and 16%, well above the 7% that Wall Street expected. But it seems that not only SMIC is having good news within the current catastrophic situation in the components, memory and other segment. We already commented a few months ago that “crisis” could be synonymous with “opportunity” for the Chinese semiconductor industry because there were foreign manufacturers that were approaching them to have supplies, especially of RAM memories, which could cause the international flourishing of this industry traditionally overshadowed by the Samsung – SK Hynix – Micron trident. As we see in SCMPHua Hong is another Chinese foundry that is smaller than SMIC, but also saw its revenue grow 22.2% year-on-year due to increased wafer shipments and a higher average selling price. These companies that make NAND, DRAM and NOR memory chips are seeing their business grow, and analysts expect other domestic foundries focused on logic chips to also continue to grow over the coming months. not so untouchable. In any case, it is evident that the market leader continues to be TSMC, but if before it was an undisputed giant, now it is still that Goliath… for which its David is emerging. Several, in fact. Apple is no longer the preferred customer of a TSMC that has in mind Nvidia to your best ally and it has been ringing for a while that Intel could fill that spot in the heart of Apple. And, returning to 2 nanometers, AMD has been deeply involved in the battle for both consumer and AI segments for a few years and is looking for advanced chips. And, as in the case of Apple, since it is now Nvidia that has all the privileges of TSMC, AMD has looked a little further east to manufacture its 2nm chips. The lucky one? Samsung. Image | ASML In Xataka | ByteDance has already chosen its partner to manufacture its own chip. And it is a harsh message for China’s industry

The big question behind the US visit to Beijing is not Taiwan. They are two Chinese SUVs with roofs that have fired the imagination

The scene took place in 2018, during a military parade in Moscow. So several Western analysts spent hours trying to identify a strange russian truck covered by tarps and antennas of which no one offered explanations. Years later it was learned that it was part of one of the systems electronic warfare most advanced in the Kremlin. Since then, every rare vehicle that appears near a world leader has ceased to seem like a simple logistical eccentricity. Two SUVs and an uncomfortable question. For years, American presidential visits to Beijing revolved around the same topics: Taiwan, trade, sanctions or the military balance in Asia. However, they had TWZ analysts that in Donald Trump’s recent visit there was a detail that ended up attracting much more attention among military analysts and technological observers: two Chinese Hongqi SUVs with huge modified roofs that seemed to hide some kind of special system. They were not particularly elegant or discreet. In fact, they seemed heavy and strange. That is precisely why they attracted so much attention. The feeling they left is that China wanted teach something without showing it really. The big question after the trip was no longer just what Washington and Beijing had talked about, but what the hell exactly those vehicles were hiding. Modern warfare and protecting the sky. The most repeated theory links to something that we have been countingand these roofs could house electronic warfare systems, advanced communications or even anti-drone capabilities. The idea makes sense because the presidential caravans begin to face a relatively new problem: cheap drones capable of threatening even extremely protected world leaders. Ukraine, the Middle East and the Red Sea have shown that it no longer takes a sophisticated missile to create a huge security problem. That’s it forcing to transform VIP convoys in small fortresses mobile electronics. The Hongqi seen in Beijing fit perfectly in that trend: lots of interior space, extra weight and modifications probably designed to transport complex equipment rather than people. Caravan converted into a command center. The interesting thing is that those SUVs were not an isolated anomaly. The caravan also included Modified Suburbans, Lincoln Navigators, and Ford vans with antennas, sensors, and special roof structures. Everything suggested a mobile architecture of communications, surveillance and electronic interference much more sophisticated than usual. In practice, presidential convoys are beginning to look less like simple armored columns and more to command centers capable of operating in environments saturated with drones, electronic signals and autonomous threats. Not only that. Analysts recalled that China also used Hongqi vehicles, a brand very historically linked to Chinese political power, reinforces another important idea: Beijing wants to demonstrate that it can develop this type of strategic capabilities with its own national platforms. The new competition between powers. For a long time, the rivalry between China and the United States was measured with aircraft carriers, stealth fighters or hypersonic missiles. Now it’s starting to appear another competition quieter: who masters electronic and anti-drone protection in real scenarios. The recent wars have shown that nearby airspace has become extremely dangerous even far from the front. This requires protecting infrastructure, convoys and political leaders in completely new ways. In this context, a jamming system can be as important as traditional shielding. Beijing’s SUVs reflect precisely this change in mentality. Deliberately ambiguous message. Of course also, perhaps the most important thing is that no one really knows what those vehicles were transporting. And that uncertainty is probably part of the message. In today’s technological competition, projecting unknown capabilities is also a form of deterrence. The huge Hongqi roofs they seem designed to provoke questions rather than offer answers. Be that as it may, his appearance on a high-level presidential visit leaves a clear conclusion: while much of the world continues to look at Taiwan, Ukraine or Iran, China seems determined to teach discreetly something else. That the next great military revolution could not be in large visible platforms, but in mobile, discreet electronic systems prepared for a war dominated by drones. Now that Russia is about to fall in Beijing, it will be time to see if they show those SUVs again. Image | x In Xataka | Something is happening over the skies of Chile: the US and China are fighting their particular “cold war” in silence In Xataka | The US’s problem in the AI ​​and humanoid race is not China: it is all of Asia and it is greatly disadvantaged

Chinese Big Tech can now buy Nvidia GPUs. The problem for Nvidia is that they don’t need it now

The United States and China are immersed in a trade and technological war that has caught the line of fire to the AI ​​giant: Nvidia. The situation is that Nvidia must prioritize AI companies from the United States to guarantee the supremacy of this country, but as a company it would be interested in taking a bite out of the giant Chinese market. And the problem is twofold: it has not been able to do so for a long time due to trade vetoes, but now that it seems that it can sell its famous H200 to China, it turns out that China has turned the page. More or less. green light. Nvidia has gone from having a monopoly on AI GPUs in China to have a 0% quota. These are the words of the CEO, Jensen Huang, and the reason is the aforementioned trade restrictions between the powers that prevented Nvidia from selling its most powerful products to the Asian giant. Huang has spent months insisting on Donald Trump’s government to allow them to sell with a very clear logic: China is going to develop its alternatives and what better way to make a profit until then. The situation is gone relaxing at the end of last year and at the beginning of this to get to the point where we are now. According to Reutersthe US Department of Commerce already allows ten Chinese companies and distributors such as Foxconn and Lenovo acquire that long-awaited H200the company’s second most powerful AI chip. Good news for the company. Or they should be if it weren’t for the fact that the Chinese industry is going its own way looking home. Alibaba, ByteDance, JD.com and Tencent are the Chinese giants that can supposedly already buy H200. Up to 75,000 chips each, to be exact. However, it is noted that they have not yet made any shipments. Here there is a mix between very restrictive bureaucracy and, above all, that emphasis on national development. Tencent, for example, noted in September last year that they had no intention of producing AI chips, but that they were going to invest a lot of money in domestic partners. For example, they are in the process of adapting their infrastructure to be able to connect Huawei’s Ascend platform (particularly the Ascend 950 series) as the main training tool for large models. A few days ago, Tencent’s strategy director already pointed out that that strategy was still in place and that the company expects a significant increase in spending on AI GPUs designed in China. Manufacturing at home. Alibaba and Bytedance have a different approach. If Tencent is focusing on acquiring Huawei platforms, Alibaba and Bytedance are looking to create their own chips. Alibaba seeks to be the most powerful RISC-V chip created to date and it was reported that Bytedance wanted Samsung will manufacture its processor. In the end, whether buying from Huawei or developing the tool internally, the two approaches respond to the great national objective: that at least 50% of the data centers that belong to the State use at least 50% Chinese integrated circuits in their servers. That is one of the great Chinese technological impulses of recent years, one of the crucial points of the Five-Year Plan for the development of the country and, above all, the strategy that Nvidia had been warning the United States about for some time. The age of inference. Because this period of ostracism to which the US condemned China has served for the country to develop three very clear alternatives to Nvidia and encourage companies that are already working with models to develop their own hardware. This is important especially in the new AI framework we are entering, that of inference. Although the AI ​​will continue to train and GPUs will be needed for this, the next step is inference, the agentic era in which the processor or CPU is very important. AMD is moving there, same as Intel or ARMand precisely processors are something that Huawei is good at and in which the Chinese giants can shine as much as their American counterpart by developing chips tailored to their models and needs. Also, as pointed out in CNBChaving your own chips means you don’t have to fight with anyone else in a time when there is scarcity and, of course, if you don’t have to buy from an outsider, there is an improvement in the gross income margin. juicy cake. And this leaves Nvidia in that uncomfortable situation, one in which it wants to participate, but in which it seems that it is no longer needed as much as before. Because China is developing its chips for this new era of AI and Nvidia is running into a final boss called bureaucracy and the pressure groups of the ‘Make America Great Again‘. The first is due to the slowness of the export order processes, something that takes months when orders should be much more agile. The second are the aforementioned pressure groups that hold that any deals Nvidia makes with Chinese companies are less chips for American companies, something that should not be allowed. Meanwhile, Chinese companies are developing their alternatives and Huawei wants to flood the market with 750,000 chips this year, three times more than its shipments in 2025, and Nvidia is falling short of a $50 billion pie. In Xataka | The US has the best AI models. China has something else: AI too cheap to care about

The ‘Chinese Netflix’ has designed a plan for AI to generate the majority of its content within five years. It sounds risky

iQiyi, China’s largest video streaming service with more than 400 million monthly active users, announced in its annual content presentation in Beijing which expects AI to generate most of its movies and series within five years. Its founder and CEO, Gong Yu, summed it up before a room of producers and directors with a succinct phrase: “It’s a once-in-a-decade opportunity. We have to go with the tide.” Why is it important. iQiyi is not a minor platform betting on a trend. It is the subsidiary of streaming of Baidu, shares with Alibaba and Tencent the online video oligopoly in China, and operates in the streaming largest in the world by number of users. Whether it decides to pivot towards content generated entirely by AI affects how the rest of the platforms that tend to follow in its footsteps will produce, distribute and monetize audiovisual entertainment. The context. iQiyi has been losing audience for years to Douyin, the Chinese version of TikTok owned by ByteDance. Short video has cut into the time that Chinese users spend on long video platforms. The result is that its revenue has fallen by 13% in the first quarter of 2026. The company, listed on Nasdaq, has also applied for a second listing in Hong Kong seeking closer capital. The announcement of the pivot towards AI comes from a certain pressure. In detail. The center of the plan is Nadou Proa suite of AI tools that the company presented on April 20 and that, it says, can manage practically the entire film production process: script, storyboardvideo generation and final assembly. The software does not work with its own models, but rather integrates those of several direct competitors: Alibaba, ByteDance and Kuaishou for the domestic market; Seedance 2.0 and Google I Spy 3.1 for the international version. iQiyi has also launched a library of virtual assets and “signed” talent for third-party creators to generate new content using the platform’s characters and universes. The incentive strategy to attract these external creators involves… An extra 20% on advertising and subscription revenue for those who produce content with Nadou Pro. An inaugural catalog of 16 AI-generated films, in science fiction and anime. A public goal: release a commercially successful AI-generated film before the end of summer 2026. Yes, but. The question that remains to be seen is whether anyone will want to pay to see that. Recent history does not invite optimism. AI-generated video has shown some traction on TikTok and Instagram, where the cost of user attention is practically zero and the scroll Erase any disappointment in a tenth of a second. That this tolerance is transferred to a two-hour feature film for which someone pays a monthly subscription is another story. Between the lines. Gong Yu has said that iQiyi will continue investing in professional production, but in the same sentence he has clarified that this type of content will reduce its relative weight on the platform. The direction is quite clear. The risk is that viewers of C-dramas and the anime Koreans who have made iQiyi great are exactly the type of audience that has the least tolerance for ‘AI slop‘. Main loser? The producers and directors who filled that room in Beijing when Gong Yu announced the pivot. iQiyi has designed a system where independent creators can use Nadou Pro to generate content and earn a percentage of the advertising revenue. It’s the same model that YouTube has applied for years with human content, now transferred to AI. In this scheme, professionals in the sector go from being the protagonists of the production chain to being, in the best case, supervisors of a process that they no longer control. In Xataka | In China, 470 series made with AI are produced per day. 99.9% of them do not reach anyone Featured image | iQiyi, Xataka with Mockuuups Studio

It already has permission to sell its H200 GPU to 10 Chinese companies

Alibaba, Tencent, ByteDance and JD.com are four of the ten Chinese companies that already have access to the GPU for artificial intelligence (AI) NVIDIA H200. According to Reutersthe US Department of Commerce, which is the institution that grants or denies export licenses, has authorized at least ten Chinese companies and several distributors, including Lenovo and Foxconn, to acquire Nvidia’s second most powerful AI chip. This news comes almost two months after the US Government confirmed which was going to allow the company led by Jensen Huang to deliver its H200 chip to its Chinese customers. Nvidia announced in mid-March during its annual developer conference that the US and Chinese Administrations had unlocked the sale of this GPU in the nation led by Xi Jinping. However, so far not a single delivery has been made. In practice, the blockade continues despite the March announcement. In all likelihood this is why Jensen Huang has joined the White House delegation participating in a summit with Chinese President Xi Jinping this week. Nvidia is caught between the opposing interests of the US and China, and Huang is going to try to recover a market, the Chinese one, valued at 50 billion dollars in 2026 and which has come to represent 13% of its income. Now the problem is the Chinese Government Earlier this May, Jensen Huang confirmed that he is currently Its market share in China is 0%. Nvidia has not sold its AI chips in this country for several months because US regulations require Chinese buyers to demonstrate that they have implemented sufficient security procedures and that they will not use the GPUs for military purposes. In addition, Nvidia must also certify that it has sufficient inventory in the US. And all this bureaucracy is not being resolved quickly at all. Currently the greatest reluctance to sell Nvidia chips in China comes from Beijing However, currently the greatest reluctance to sell Nvidia chips in China comes from Beijing. The Chinese Government wants to promote developing your own GPUs for AI at any price, which in October 2024 led him to send a recommendation to Chinese AI companies in which he asked them to use chips produced in China as much as possible. Ten months later this recommendation became a requirement. And the Chinese Government is already forcing state-owned data centers throughout the country to use at least 50% Chinese integrated circuits in their servers. The Administration led by Xi Jinping has made this decision because it can afford it. And it is that It already has three very clear alternatives to Nvidia: Cambricon Technologies, Huawei and Moore Threads. On the other hand, in the US there is also a pressure group that opposes the sale of advanced US AI chips in China. Chris McGuire, senior fellow on China and emerging technologies at the Council on Foreign Relations, holds that “any deal that allows Nvidia to sell more chips to China means fewer Nvidia chips for US companies and a minor US advantage over China in AI“. Besides, McGuire argues that “it is surprising that President Trump continues to allow himself to be convinced to put Nvidia’s interests before those of America.” Image | Nvidia More information | Reuters In Xataka | The US remains committed to stopping China. Now it has targeted the second largest Chinese chip manufacturer

His parents built the Chinese economic miracle by working 12 hours a day. Their children have decided not to work almost at all

Working twelve hours a day, six days a week, was common in Chinese companies, especially in the technology sector. It is what is known as day 996 and fortunately, the government banned it in 2021. They did not expect that that same year a new concept called Tang Ping and it means just the opposite: doing the minimum to survive. Lay down on the couch. Its literal translation is ‘lie flat’, but we like the creative translation better. Tang Ping It is a social phenomenon that arises as a rejection of the culture of overwork and endless days that barely leave time to sleep. A person who follows a lifestyle Tang Ping He works the minimum necessary to survive and does not have great ambitions; He doesn’t want to buy a car or a house, he spends little on food and he doesn’t want to get married or have children. The latter has not been any fun in Beijing. National security concern. We have talked about the birth rate crisis that China is going through and how the government is doing literally everything for get young people married and have children, so this movement goes against everything they are promoting. The government’s discourse on this trend has taken on a more severe tone. Last April, They published an official warning in which they stated that it is an “ideological infiltration” financed by “hostile anti-China forces” with the aim of “eroding the minds of Chinese youth.” They have turned a lifestyle into a political act that must be repressed. The safety net. They count in Baiguan News that, to understand the rise of this trend, two social mechanisms must be understood. The first is that the parents of these young people were born in the 60s and 70s, so their professional career grew along with the economic development of the country and they are currently the richest demographic group in the country. This means that if their children have financial problems, they can provide support. The second factor is deflation, which is making everything cheaper. In China it is possible to eat for just 1 or 2 dollars in exchange, which makes it viable to live while spending very little money. If we add that youth unemployment is at 16.9% and job opportunities are shrinking, it is the perfect breeding ground for lying down. The generational contrast. The parents of these young people grew up in poverty and, if they worked 72 hours a week, it was not out of pleasure, but out of pure necessity and fear of continuing to be poor. That fear was the engine of Chinese economic growth and allowed the next generation to grow in the abundance that their parents built. The difference is that these young people do not feel that raising the country depends on them, nor do they feel the fear that drove their parents, and many have decided to put their well-being before their professional career. Image | HANVIN CHEONGUnsplash In Xataka | We have been talking about “day 996” in Chinese companies for years. The reality is more complex: “day 323”

Germany is the European mecca of the combustion car. That Spain becomes the electricity supplier goes through Mérida and 800 million Chinese

Hunan Yuneng International Spain New Energy Battery Material SLU already has its excavator blades in Mérida. The Chinese battery manufacturing company You already have the land and have obtained the building license from the town hall, so the preparation work on the ground has already been visible for a few days. The speed with which one of the strategic electric car factories is materializing is scandalous: in February we were talking of environmental approval and be careful because it is expected that be operational at the end of the year. That Hunan Yuneng has achieved it in such a short time says a lot about both parties involved. The factory is going from strength to strength. The plant will produce cathode materials for cells LFP batteriesmore specifically lithium iron phosphate, a technology that is emerging due to its lower cost, greater durability and better thermal resistance. As collects Badajoz Newsthis project involves an investment of close to 800 million, will have a productive capacity of up to 300,000 tons per year and will directly generate 500 jobs. According to MotorpasiónIn this first phase there will be an initial investment of about 116–125 million euros of investment and about 160 direct jobs. One of the most revealing developments about the real status of the project is the appearance of an auxiliary satellite industry: the Chinese company Jinhong Gas has constituted formally in Mérida the company ‘Jinhong Gas (Spain) SL’ to directly supply the Hunan Yuneng plant with nitrogen, an essential element for the manufacture of LFP cathode materials. Why is it important. Because it is one of the largest industrial investments captured by Extremadura and the first plant of this type in Europe, as explains the Junta de Extremadura. This makes Mérida strategic, a reference for the European automobile industry from the moment it is operational. LFP batteries are the key to cheap electric cars: they are more affordable because lithium and iron are cheaper than nickel or cobalt and they are also safer and resist charging cycles better, which makes them more durable. It is true that its energy density is lower than those of NMC chemicals, but due to longevity and cost they are ideal in the entry or medium segment, precisely where Europe needs it most compared to China. Furthermore, producing the cathode material on European soil is almost a necessity by law and a process that opens doors to aid such as Auto+ plan. Context: the lithium triangle. Extremadura has been gaining weight in the electric car supply chain for years. In Navalmoral de la Mata there is already a plant in the oven to produce complete batteries. It was initially intended for NMC batteries, but has pivoted to manufacture LFP accumulators. On the other hand, in the surroundings of Cáceres it is believed that there is one of the largest lithium deposits in Europealthough exploiting it is another story: is paralyzed after the neighborhood opposition and environmental platforms. However, the European Commission has mineral and rare earth exploitation projects in its portfolio. three located in Extremadura of the seven total in the Spanish state. Unblocking it would mean that the region could control extraction, cathode material production and battery assembly, all in the same territory: just what the Critical Raw Materials Act It has been encouraging for years without much success. The manufacturing of electric cars and their parts in Spain speaks Chinese. Chinese brands have understood that the way to avoid European tariffs on vehicles manufactured in China is that they have a shortcut to negotiations with Brussels: produce directly on European soil. Spain, which abstained from voting on those tariffshas become your favorite destination. Yes, but. The structural weak point that we have already reflected but that is worth remembering: the factory will produce lithium iron phosphate, but the lithium it needs to do so will not come from Extremadura, but probably from Australia, Chile or again China. According to the IEA report on critical minerals 2023China controls more than 60% of global lithium refining, so strategic sovereignty is relative. On the other hand, we also have to keep an eye on employment: the experience with other Chinese plants in Europe, such as lfrom CATL in Zaragozahas generated debate about what proportion of the initial qualified personnel comes from the investing country. It’s fine print that should be on the table and resolved before the machinery is operational. In Xataka | MG, BYD, Lynk&Co, Omoda: who’s who of Chinese car manufacturers in Spain In Xataka | China appears to dominate the global market for electric car batteries. He has an obvious Achilles heel Cover | Michael Fousert and Rafa Esteve

In Norway they have asked themselves which are the best electric cars at -30ºC. And the answer is clear: Chinese cars

A test that has already become indispensable for the industry. The Norwegian Automobile Club has been carrying out a simple test since 2020: they take the most representative electric cars on the market, fully recharge them and put them to the test. All at the same time and along the same route. Objective: discover if someone is lying. A simple test in theory. But it provides a lot of information for the buyer of an electric car. And although the WLTP cycles have been improved and now they show consumption in urban cycles and outside of it, the truth is that the buyer of the electric car needs one piece of information: the consumption on the road at the maximum legal speed allowed. And in the city, the consumption of electric cars is usually very low. Furthermore, the impact of total autonomy is less relevant because either the car is charged at night or access to the chargers is easier than in the middle of a road. That’s why he test carried out by the Norwegian Automobile Clubthe NAF for its acronym in the local language, is so important because they get the cars moving and take them on the road on a route that begins in Oslo and extends for more than 400 kilometers. The final intention is to glimpse what real autonomy these cars have and its difference with the figure recorded by the WLTP cycle. “They lie”. We will put it in quotes. And when companies design their cars, they obviously think about the consumption that a car will have in real situations but, of course, They take into account how the approval tests are carried out to get the best possible result. He Dieselgatewhere Volkswagen and other brands in the group used specific software when homologating their cars to achieve better consumption figures on paper that were then not met in practice, is the best-known case. But without cheating, it may pay off for a manufacturer to prioritize the lowest possible consumption in the city even if it later suffers from a slightly higher consumption on the highway. Or that the car behaves worse in extreme cold conditions, as is usually found in these tests. This very low urban consumption can lower the final average figure and distort the car’s real mileage, which is why these real road tests are interesting. How are they tested? In the test, the Norwegians examine the car’s behavior on a route that starts from Oslo towards the north of the country and which almost always runs on national roads. On the route, which you can see in this linkstarts at sea level and ends at about 750 meters above sea level. Along the way there are two large studs. In the first one you exceed 500 meters in height, then you descend slightly and climb again until you exceed 1,000 meters in height. Subsequently, you descend until you stay at the aforementioned 750 meters high. The test is also done in winter and summer conditions to get even more information from the cars. The driver stops when it detects a loss of power in the car but it doesn’t drain the battery all the way. This seeks to know to what extent the car is capable of moving at full capacity. In a year like this with very low temperatures, the first driver who abandoned noticed a loss of power when the car still had 11% autonomy left. And among the data published, the association also includes the weather along the route, specifying the minimum and maximum temperature or whether the sky remained clear or it snowed. This time record temperatures were reached, the warmest occurred in Oslo where the thermometer read -8ºC and the coldest was recorded while passing through Høyeste with -32ºC. The best. With this way of working, this Norwegian association has published its data. They take into account the deviation from the declared WLTP figure but also the percentage (doing 500 kilometers and deviating by 100 km from the expected range is not the same as doing 300 kilometers and deviating those same 100 km). Taking this into account, their data says that the best cars were the Hyundai Inster and the MG IM6, which performed 29% less than the expected range. The cars that deviated the least from the expected figure were the following: Hyundai Inster: distance traveled 256 km, WLTP distance 360 ​​km, difference 104 km KGM Musso EV: distance traveled 263 km, WLTP distance 379 km, difference 116 km Voyah Courage: distance traveled 300 km, WLTP distance 440 km, difference 140 km Changan Deepal S05: traveled distance 293 km, WLTP distance 445 km, difference 152 km MG IM6: traveled distance 352 km, WLTP distance 505 km, difference 153 km The worst. The data tells us one thing but it is also important to contextualize it. For example, they point out that the Lucid Air was the electric car that deviated the most from its expected autonomy (49%) but it was also the one that traveled the most kilometers (520 kilometers) so it was exposed the longest to temperatures below -30ºC. In fact, This same car was one of those that obtained the best figures in the last summer test. Last year, the organizers point out, the Polestar 3 broke the record in a winter test, stopping at 537 kilometers. However, they point out that in that same mountain pass where freezing temperatures have been reached this year, the thermometer that time marked a much more pleasant temperature of 8ºC. With all this, the cars that deviated the most from the expected figure were the following: BMW iX: distance traveled 388 km, WLTP distance 641 km, difference 253 km Tesla Model Y: distance traveled 359 km, WLTP distance 629 km, difference 270 km Volvo EX90: distance traveled 339 km, WLTP distance 611 km, difference 272 km Mercedes CLA: distance traveled 421 km, WLTP distance 709 km, difference 288 km Lucid Air: distance traveled … Read more

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.