Energy & Climate
China isn't just replacing Western software stacks — in clean energy it's now a core supplier of the physical stack: solar modules, wind turbines, batteries, EVs, grid storage, and nuclear & hydrogen systems.
World's largest new-energy-vehicle maker; in-house batteries (Blade).
- EVs
- Global-ready
Xiaomi's EV line (SU7 sedan, YU7 SUV) tied to its smart-device ecosystem.
- EVs
- Global-ready
EV maker focused on extended-range and battery-electric SUVs.
- EVs
- Global-ready
Premium EV maker known for battery-swap stations.
- EVs
- Global-ready
Smart EV maker with an in-house ADAS / autonomous-driving stack.
- EVs
- Global-ready
Volume automaker; NEV brands Zeekr, Lynk & Co and Geely Galaxy.
- EVs
- Cost-effective
China's largest auto exporter; NEV and global brands Omoda, Jaecoo, iCar and Exeed.
- EVs
- Global-ready
Maker of the premium AITO (问界) EVs, built with Huawei's HIMA smart-car stack.
- EVs
- AI stack
Maker of affordable Wuling EVs (Hongguang Mini EV, Bingo); a SAIC-GM-Wuling JV.
- EVs
- Cost-effective
SUV/pickup-strong automaker with NEV brands Ora, Wey and Tank.
- EVs
- Cost-effective
State-linked volume automaker; NEV brands Deepal and the Huawei/CATL-backed Avatr.
- EVs
- Cost-effective
GAC Group's NEV business — mainstream Aion and premium Hyper EVs.
- EVs
- Cost-effective
Value-focused EV maker; Stellantis is a strategic shareholder.
- EVs
- Cost-effective
World's largest EV and grid-storage battery manufacturer.
- Batteries
- Global-ready
LFP battery maker (Volkswagen-backed) for EVs and storage.
- Batteries
- Cost-effective
Lithium batteries for EVs, storage and consumer/industrial use.
- Batteries
- Cost-effective
Top-tier solar module maker; among the largest by global shipments.
- Solar
- Cost-effective
Vertically integrated solar cell and module manufacturer.
- Solar
- Cost-effective
World's largest monocrystalline solar wafer and module manufacturer.
- Solar
- Cost-effective
World's largest polysilicon producer; also solar cells.
- Solar
- Cost-effective
Solar modules, trackers and utility-scale PV systems.
- Solar
- Cost-effective
One of the world's largest wind turbine manufacturers.
- Wind
- Cost-effective
Offshore-focused wind turbine maker with very-large-rotor designs.
- Wind
- Cost-effective
Wind turbines plus net-zero / energy-management software (EnOS).
- Wind
- Global-ready
World's largest solar inverter supplier; grid-scale energy storage.
- Grid
- Global-ready
Largest nuclear power operator in China; Hualong One reactor design.
- Nuclear
- Global-ready
State nuclear group: reactor build-out and the full fuel cycle.
- Nuclear
- Global-ready
Hydrogen fuel-cell systems for commercial vehicles.
- Hydrogen
- Global-ready