// MARKET TRIGGER — W17-T5 [PENDING] Monitoring Trigger T5 tracks the finalization and effective date of China’s mandatory national GB standard for Level 2 driver-assist systems. Targeted effective
// MARKET TRIGGER — W17-T2 [PENDING] Monitoring Trigger T2 tracks the finalization and effective date of China’s mandatory national GB Standard for Level 3 Autonomous Driving Safety Requirements.
// DATA GAP AUDIT — China L3 Approvals On December 15, 2025, China’s Ministry of Industry and Information Technology granted the country’s first L3 production approvals. The approval
You are evaluating an L3-capable trim. The dealer quotes a 30,000 to 80,000 RMB premium above the baseline configuration. The marketing materials show drivers looking away from the
[V] 28 Verified [C] 9 Claimed [I] 3 Inferred [?] 4 Data Gaps Overall verdict: misleading. On December 15, 2025, China’s Ministry of Industry and Information Technology granted
// MARKET TRIGGER — T1 PENDING CATL’s next-generation 5C battery — the product behind the 3,000-cycle and 1.8-million-kilometer headlines — is not yet in mass production. No vehicle
// MARKET TRIGGER — T4 PENDING On July 1, 2026, China’s updated battery safety standard GB38031-2025 takes effect. The standard requires safety test data after 300 fast-charge cycles
// DATA GAP — CATL 5C BATTERY AND PRE-LITHIATION Four data points that CATL has not published. Each one determines whether the headline longevity claims — 3,000 cycles,
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[V] 11 Verified [C] 15 Claimed [I] 2 Inferred [?] 7 Data Gaps CATL batteries are genuinely among the best in the industry. Morgan Stanley’s independent test confirms
Tesla’s refreshed Model Y (codename Juniper) is ramping production at Giga Shanghai. With five confirmed battery suppliers and at least three chemistries in Tesla’s supply chain, the Juniper’s
Tesla China’s CP-03 verdict — CONDITIONAL — hinges on Q2 2026 delivery data. January 2026 deliveries collapsed 45% YoY to 18,485 units before rebounding 91% in February to
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[V] 18 verified · [C] 5 claimed · [I] 3 inferred · [?] 7 data gaps Tesla sources battery cells from five global suppliers — CATL, Panasonic, LG
// MARKET TRIGGER — T3 PENDING For any fleet operating in northern China, cold-weather charging and range performance is not optional information. It is a procurement requirement. As
// MARKET TRIGGER — T1 PARTIALLY TRIGGERED Monitoring Trigger T1 tracks the first independent real-world test of the 2026 SU7 from automotive media (Dongchedi, autohome, InsideEVs, or equivalent).
// DATA GAP — BATTERY CHEMISTRY Xiaomi has not publicly disclosed the battery chemistry for any 2026 SU7 trim — Standard, Pro, or Max [?]. This is not
// DATA GAP — REAL-WORLD RANGE The 902 km CLTC figure is a real standardized test result [C]. CLTC measures at approximately 28 km/h average speed with urban-weighted
// DATA GAP — INFRASTRUCTURE The 897V architecture in the SU7 Max is a genuine hardware specification [C]. What that specification delivers depends entirely on whether the charging
// DATA GAP — CHARGING BOUNDARY CONDITIONS Two charging claims. Five missing conditions. Every condition determines whether the headline number applies at your location. The 12-Minute Claim: Three
[V] 3 Verified [C] 4 Claimed [I] 3 Inferred [?] 5 Data Gaps Four performance claims. Three have zero published boundary conditions. Before treating any 2026 SU7 performance
[V] 7 Verified [C] 11 Claimed [I] 5 Inferred [?] 11 Data Gaps On March 19, 2026, Xiaomi launched the next-generation SU7 with three specific charging and range
Sometime between mid-May and mid-June 2026, an automotive media outlet will publish a charging test that changes every TCO model in this audit. It will be the first
Update April 4, 2026: 27 days remaining to the May 1, 2026 deadline. No updated station count has been published by BYD since this article was written. The
BYD answered the open-access question on March 9, 2026: “fully open for sharing across all brands; all EV models meeting GB standards can connect and charge normally” {CLM
4,597. That is the BYD Flash Charging station total confirmed as of March 13, 2026 {CLM — Xinjingbao}. It is also the only number available. How many of
BYD has 4,597 Flash Charging stations open to all GB-standard EVs {CLM}. The question they have not answered: what power does a non-BYD vehicle actually receive at those
The fleet procurement manager reads “4,597 ultra-fast stations confirmed operational” and calculates accordingly. Then the first batch of vehicles deploys. The real charging time is not 9 minutes.
38 days. That is how long remains before Wang Chuanfu’s first verifiable ultra-fast charging infrastructure commitment lands on a hard public date. 4,597 stations are confirmed operational across
Signal Date: March 5 and March 13, 2026. Why This Is a Production Signal, Not a Technology Demonstration The March 5, 2026 launch was not a concept announcement.
Signal Date: March 2026. Checkpoint: May 1, 2026. The Commitment and What It Means Wang Chuanfu committed at the March 5, 2026 launch event: 1,000 highway Flash Charging
Last verified: March 14, 2026. No real-world long-cycle flash-charging degradation data for Gen 2 Blade Battery exists. Time constraint confirmed — vehicles entered production March 2026. Status: OPEN
Last verified: March 14, 2026. Pre-heating time breakdown and energy consumption not published by BYD. No independent cold-weather test by third-party organization published. Status: OPEN. What would resolve
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[V] 6 Verified [C] 14 Claimed [I] 8 Inferred [?] 8 Data Gaps On March 5, 2026, BYD confirmed on-site that 10 production vehicles charged from 10% to
Signal Date: Q1 2026 The thesis The central investment thesis in 800V EV architecture is cost parity: once SiC-based 800V powertrain reaches the same cost as silicon-based 400V
Signal Date: Q1 2026 What the data shows EVCIPA January 2026 data: total public charging outlets in China reached 4.8 million (AC + DC combined). Applying the estimated
Last verified: March 2026. No OEM has published 800V vs 400V BOM cost comparison. SiC contract pricing remains confidential across all major suppliers. Status: OPEN.
Last verified: March 2026. No comprehensive cold-weather charging data for Xpeng G9, Hyundai IONIQ 6, or BYD Han EV in public domain. Taycan partial data only. Status: OPEN.
Last verified: March 2026. No efficiency curve data published by BYD or any independent source. Status: OPEN.
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[V] 9 Verified [C] 18 Claimed [I] 12 Inferred [?] 6 Data Gaps 800V architecture is the most aggressively marketed EV differentiation of 2024-2026. Every premium OEM —
Checkpoint Date: May 1, 2026 The checkpoint In February 2026, BYD announced Megawatt Flash Charging hardware is in mass production. This publication sets a formal 90-day checkpoint for
Signal Date: February 2026 What happened BYD announced that its Megawatt Flash Charging (MFC) system — 1,000 kW continuous / 1,360 kW peak, designed for the Han L
Last verified: March 2026. Not disclosed in any public BYD document. Status: OPEN.
Last verified: March 2026. No new data published. Status: OPEN.