China EV sector: Car market sales crash 20% + consolidation + BYD June sales +5.5% + NIO profit + CATL Q2 beat + UK expansion + $100B overseas investment + lithium tax + electric taxi adoption + Senate vehicle crackdown + Shanghai compliance + June exports 1M vehicles + MIIT factory raids + NIO policy tailwinds + Chery KG Mobility investment + ADAS light ban + NIO July deliveries + July sales roundup + EV battery health rule

China car market H1 sales plunge 20%, consolidation to 7-8 players. June exports hit 1M vehicles, NEV surpass ICE. BYD June sales +5.5%, export surge +94.7%. NIO Q1 $40M profit. CATL Q2 profit beat on energy storage. Global EV growth slows as China market shrinks 5% in H1. US Senate bill threatens Chinese vehicle supply chain. MIIT second wave factory raids on Chery, Nio, JAC – permanent EV oversight; 210,000 CALB battery failures exposed. MIIT 15th Five-Year Plan for smart connected NEVs provides policy tailwinds. Shanghai calls Tesla, BYD to compliance meeting. Chery to invest $75M in Korea's KG Mobility. China bans autonomous driving indicators – turquoise ADAS lights banned from July 27. NIO July deliveries jump 71% to 35,934 vehicles, outperforming XPeng and Li Auto. Chinese EV makers post broadly higher July sales, sector momentum continues. Latest: China sets EV battery health accuracy rule (SOCE) with 5% tolerance and durability floors (82% at 5yr/100k km) – could impact warranty costs and consumer confidence for BYD, NIO, XPeng.