OEM Trends
Kuai Tech reports that XPENG and Huawei are deepening their partnership once more, building on previous collaborations in AR-HUDs and electric motors. On April 13, XPENG announced that its flagship SUV, the GX, will partner with Huawei’s Qiankun platform to develop next-generation AI digital projection headlights. The system relies on Huawei’s DLP projection technology—already in mass production on the Svoext S800—and its migration to mainstream premium models signals a shift in intelligent lighting from simple illumination to a medium for external vehicle interaction.
On April 13, JD Auto and Deepal Auto signed a strategic partnership agreement, announcing that the "National Quality Car 2.0" initiative has officially selected the Deepal L06 extended-range edition, which will be sold exclusively on JD’s platform. Deepal’s official flagship store and JD’s self-operated store are now live on the JD app.
On April 13, reports indicated that Dongfeng Peugeot and Dongfeng Citroën—under the Dongfeng Fengshen joint venture—are returning to the Beijing Auto Show. The brands plan to unveil three to five new products, with expectations high for the launch of intelligent new-energy models.
IT Home reports that on April 13, the State Administration for Market Regulation published a list of unconditional approvals for business concentration cases between March 30 and April 5, 2026. Notable entries include China Changan Automobile Group’s acquisition of control over Jinan Qingqi Suzuki Motorcycle Co., Ltd. via contract, and the establishment of a joint venture by Toyota Boshoku (China) Co., Ltd. and Huaqin Technology Co., Ltd.
At the 2026 Intelligent Electric Vehicle Development High-Level Forum, Wu Hangzhe, a senior director at FAW Group’s R&D headquarters, stated that by 2026, FAW Hongqi will integrate vehicle-road-cloud functions—such as traffic management alerts and abnormal vehicle warnings—into at least one mass-production model. The company aims to accelerate breakthroughs in key technologies, using collaborative automated parking (C-AVP) and collaborative driver assistance (C-NOA) demonstrations as entry points.
Supply Chain News
Desay SV has officially launched its Hong Kong IPO process by submitting an application to list on the Main Board of the Hong Kong Stock Exchange, with Morgan Stanley and Huatai International acting as joint sponsors. Proceeds from the IPO are earmarked for expanding smart manufacturing capacity, making strategic investments and acquisitions, and strengthening engineering and mass-production capabilities for full-stack software and hardware solutions.
ECARX recently announced that, in line with Geely Holding Group’s "Taizhou Declaration" and "One Geely" strategy, it has officially assumed control of all core assets and operations related to Flyme OS from the Xingji Meizu Group. This move aims to drive the deep integration of smart mobility with cross-terminal ecosystems. The integration is sweeping: all intellectual property for the Flyme OS brand, all ongoing Flyme Auto operations, customer contracts, and the R&D team have been transferred to ECARX for unified management.
Gasgoo reports that Anting Town in Shanghai’s Jiading District has signed a strategic cooperation agreement with RICHPOWER New Energy Technology Co., Ltd., marking the official establishment of RICHPOWER’s Shanghai R&D headquarters in Anting. With a registered capital of 30 million yuan, the project is expected to generate 70 million yuan in annual tax revenue once fully operational.
RoboSense’s new Active Camera series for robot vision has secured large-scale orders from a leading European humanoid robotics firm, with mass production and delivery scheduled for 2026. Launched in January 2025, the AC series utilizes a multi-sensor fusion architecture and an AI-Ready ecosystem to create a "robot eye" that truly meets the demands of robotic mobility and fine manipulation. To date, the platform has introduced two products: the AC1 and AC2.
Data from Tianyancha reveals the recent establishment of Anhui Fuyao Mold Technology Co., Ltd. With Ye Shu as the legal representative and a registered capital of 100 million yuan, the company’s scope includes mold manufacturing and sales, as well as the production and wholesale of automotive parts and accessories. It is wholly owned by Fuyao Glass.
Industrial Economy
On April 13, Hong Kong’s Hang Seng Index closed down 0.9%, while the Hang Seng Tech Index slipped 0.79%. The semiconductor sector faced headwinds, with Shanghai Fudan Microelectronics falling nearly 4%, Hua Hong Semiconductor dropping over 3%, and SMIC down close to 2%.
Lingchu Intelligence has completed a new round of financing, receiving investment from SDIC Xiandao and Jingxi Ruiling. SDIC Xiandao is a leading state-backed investment firm focused on hard technology and strategic emerging industries. Jingxi Ruiling, initiated by Beijing’s state-owned platform and Mentougou District—with Jing Guorui and Hillhouse Capital as general partners—is a top industrial fund concentrating on artificial intelligence and intelligent manufacturing.
Policy Situation
On April 13, Sichuan Province released the outline of its 15th Five-Year Plan for national economic and social development. The plan aims to elevate the development level of Chengdu’s National New Generation Artificial Intelligence Innovation and Development Pilot Zone and Application Pioneer Zone, while sharpening core competitiveness in niche fields. It calls for the construction of a national AI industry application pilot base and the acceleration of large-model training grounds, embodied intelligence robot training grounds, and specialized training facilities for other AI sectors. The province will coordinate the development of computing infrastructure, model algorithms, and high-quality data resources. Focusing on key industries and areas of strength, it plans to build high-quality industry datasets and AI corpora to integrate into the national data resource system. Sichuan will implement an action plan to empower new industrialization with AI, drive innovation in intelligent terminals, and progressively cultivate smart factories and "factories of the future." The goal is to create innovative industrial clusters and foster leading enterprises across specialized segments.
Personnel Changes | Executive Moves
GAC Group has restructured its organization once again, establishing a new smart cockpit product line led by Zhu Taiping. This move marks a critical step in deepening the "Panyu Action" reform, with the mandate to comprehensively elevate the cockpit experience. At the 2026 GAC Tech Day, Zhu Taiping revealed that GAC has entered a deep strategic partnership with Qianwen. Leveraging the capabilities of the QWEN 3 large model, GAC’s voice assistant will be able to understand natural language, handle requests effectively, and maintain fluid conversations. More importantly, it will offer full ecosystem services covering dining, accommodation, travel, entertainment, shopping, and leisure. "Core Alibaba ecosystems like Amap, JD Flash Buy, Fliggy, and Taobao will be seamlessly integrated into your cockpit," he noted.
