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China’s HiPhi Z looks to carve its own niche in a competitive EV market (Feature)
Only the remarkable survive in China’s hyper-competitive electric vehicle sector. Amidst the price war initiated by players like Tesla, analysts have stated that some of the country’s automakers may not survive. HiPhi, a young company that has made some waves in China’s premium segment, intends to be one of the country’s prime carmakers, even after the price war.
It is then pertinent for HiPhi to ensure that its second flagship, the Z, is compelling enough that potential buyers would consider it over more established rivals. This is easier said than done. In the United States, one can see that the number of all-electric cars is steadily increasing. This situation is more pronounced in China, with 155 new battery electric and plug-in hybrid vehicles set to be unveiled this year alone.
HiPhi is headquartered in Shanghai, and the company launched in 2019 with the HiPhi X, an SUV. The X was quite successful, with the China Automotive Technology & Research Center noting that the all-electric SUV was one of the country’s best-selling premium EVs in 2021. The HiPhi Z is the company’s second vehicle, and it comes in the form of a shooting brake that’s available in both four-seat and five-seat configurations.
The Z is a pretty eye-catching car, with its aggressive lines and unashamedly futuristic exterior. But apart from its looks, it also has some bite. It features a total system power of 494 kW and 820 Nm of torque. The vehicle has an official 0-100km/h acceleration time of 3.8 seconds, which may seem underwhelming compared to some popular electric cars like the Model 3 Performance and Model S Plaid. But as per a longtime Tesla owner, the Z has some characteristics that warrant a serious look nonetheless.
Jason Man (known in the online electric vehicle community as Jay in Shanghai), has not only experienced Tesla’s lineup of electric cars. Being a longtime EV advocate, he has also tried out domestic electric vehicles like the NIO ET7, NIO ET5, and the ZEEKR 001. And in a conversation with Teslarati, he remarked that the HiPhi Z still stood out somewhat. It may not be as brutally quick as Tesla’s fastest cars, but it does offer something substantial to those who choose to get behind the wheel of the vehicle.
Jay was fortunate enough to take the Z around the track during the HiPhi Z Track Experience at Goldenport International Circuit in Beijing. Initially, attendees of the event were driven around the track by a professional driver, but they were also given the chance to take the Z around the track for a spin. HiPhi noted that it was still developing a dedicated Track Mode for the Z, but even as is, it was already quite capable around the track.
The longtime Tesla owner told Teslarati that the Z handled very well during its entire track run. It hugged the corners well, and it was surprisingly nimble despite its large size. Surprisingly enough, the Z was actually comfortable even at high speeds. Its ride was not harsh and NVH was also good.
“I was shocked at how well this car handles on the track. Even at the high speed section on the track, I felt fully in control of the car. It was very confident around the corners. I felt that the wider rear tires and active rear-wheel steering helped a lot with the handling, giving me excellent grip when cornering. This gave me the confidence to push the car to the limit,” the longtime EV owner said.
HiPhi has so far sold over 1,000 units of the Z this year, which is quite impressive considering that the vehicle itself sells for a premium at 610,000 yuan ($88,690). This hints that little by little, the company is establishing a presence in the Chinese market.
And just like leaders such as Tesla, it is only just getting its stride. As per the company in a comment to Teslarati, HiPhi’s next project is its most ambitious project yet: a five-seat family SUV called the HiPhi Y. That vehicle is poised to be more affordable, but the EV maker would have to dig deep to compete in that segment. China’s premium SUV segment, after all, is already home to another “Y” — the Tesla Model Y, which is one of the country’s best-selling premium SUVs.
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Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.
With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.
These five questions come from Retail Investors, who are normal, everyday shareholders:
- When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
- What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
- How will Hardware 3 cars reach Unsupervised Full Self-Driving?
- When do you expect Unsupervised Full Self-Driving to reach customer cars?
- When will Robotaxi expand past its current limited rollout?
Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:
- Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
- What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
- Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?
The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.
This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.
Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.
The Earnings Call is set to take place on Wednesday at market close.
Ford CEO Farley says Tesla is not who to look at for EV expertise
SpaceX wins its first MARS contract but it comes with a catch
