China EV/PHEV & Heavy Equipment Globalization

BYD retakes BEV crown; China NEV exports +120% H1 2026; electric heavy truck sales surge 85% YoY, 30% penetration. Autonomous mining tech (Huawei Pangu 5.5, BeiDou) emerges as Western strategic blind spot. Venti autonomous yard trucks heading to US rail terminals. JE Ocean Heavy Industries signs 5G smart shipyard MoU.