All Teams: 8
BYD
Shenzhen · est. 1995
Functioning with the absolute vertical integration of Henry Ford's early empire combined with Tesla's EV scale, BYD is the undisputed king of the global electric vehicle market, owning its entire supply chain from lithium mines to its own export shipping vessels.
Xpeng
Guangzhou · est. 2014
By adopting Tesla's absolute obsession with pure vision software and autonomous driving, Xpeng is the tech first EV manufacturer that successfully monetized its AI prowess by licensing its self driving architecture to Germany's Volkswagen Group.
Geely
Hangzhou · est. 1986
Operating as the Volkswagen Group of China, Geely is a masterful holding company that utilized brilliant global M&A (acquiring Volvo and Lotus) to instantly legitimize its engineering and launch a massive portfolio of distinct, highly successful EV sub brands.
NIO
Shanghai · est. 2014
Acting as a hybrid between the luxury service of Lexus and the exclusive club access of Soho House, NIO burns massive capital to build an unparalleled premium lifestyle brand, anchored by its proprietary 3-minute battery swapping network.
Li Auto
Beijing · est. 2015
By ruthlessly focusing on large families and refusing to build pure electric vehicles early on, Li Auto utilized Extended Range gas generators to bypass charging anxiety, becoming the first and most profitable Chinese EV startup.
Changan
Chongqing · est. 1862
As one of China's Big Four state owned automakers, Changan successfully avoided the irrelevance of its peers by aggressively partnering with Huawei and CATL to launch Avatr and Deepal, proving a legacy state enterprise can actually innovate in the EV era.
Great Wall Motor
Baoding · est. 1984
Functioning as the Jeep and Ram Trucks of China, Great Wall Motor built an absolute fortress in the highly profitable SUV and pickup truck segment, utilizing massive overseas exports to offset the brutal EV price wars at home.
Apollo Go
Beijing · est. 2017
The world's largest commercial robotaxi operator; Apollo Go has logged 20 million cumulative rides and is the first to achieve per vehicle profitability in hyper dense Chinese megacities.
Scoreboard
BYD
Vertically Integrated Manufacturing
Li Auto
Premium Direct to Consumer Auto Sales
Geely
Automotive Holding Company
Changan
State Owned Automotive Manufacturing
Great Wall Motor
Traditional Automotive Manufacturing
Play Styles
Rivalries
Watchlist
BYD
$106.4BFY2024BYD has officially surpassed Tesla in total global plug in production and is now rapidly expanding its manufacturing footprint across Hungary, Brazil, and Southeast Asia to bypass Western export tariffs. Their profit margins expanded in 2025 despite an aggressive domestic price war.
Xpeng
$5.6BFY2024After struggling with bloated costs and poor marketing in 2023, Xpeng executed a brutal internal restructuring. The launch of their mass market MONA sub brand in late 2024 was a massive, volume driving success, drastically improving their cash flow as they scale their VW software licensing revenue.
Geely
$32.9BFY2024Geely is currently executing a massive consolidation phase. In 2025, to eliminate internal cannibalization, it merged the management of Lynk & Co into Zeekr, streamlining its brands to prepare for an aggressive global export push into Europe and the Middle East.
NIO
$9BFY2024NIO's strategy is wildly capital intensive, leading to billions in accumulated losses. However, rescued by multiple billion dollar cash injections from Middle Eastern sovereign wealth funds, NIO is now launching its mass market sub brands (ONVO and Firefly) to finally achieve the volume scale necessary to make its battery swapping network profitable.