OEM Trend
Fast Tech: Xiaomi Auto announced on May 6 that its new SU7 has secured over 80,000 locked orders in just 48 days since its March 19 debut, maintaining its lead in the 200,000 to 300,000 yuan pure-electric sedan segment. Priced from 219,900 to 303,900 yuan, the lineup includes Standard, Pro, and Max trims—all equipped standard with LiDAR, Nvidia Thor-U chips, and the Jiaolong chassis. The Max version boasts a 902 km CLTC range and a 0-100 km/h sprint of 3.08 seconds.
Gasgoo: Voyah’s Taishan X8 reported strong pre-sale figures on May 6, with orders surpassing 40,000 units within 13 days of launch. Positioned as a five-seat new-energy SUV, the model carries a pre-sale price range of 302,900 to 389,900 yuan.
Jiemian News: The U.S. National Highway Traffic Safety Administration (NHTSA) disclosed on May 6 that Tesla is recalling 218,868 vehicles spanning certain 2017 and 2021–2023 Model 3s, 2020–2023 Model Ys, and 2021–2023 Model S and Model X units. The affected vehicles, running software version 2026.8.6, may experience a delayed rearview camera feed when shifting into reverse.
IT Home: Lu Fang, chairman of Voyah Automobile, recently reflected on the industry's focus on history. He noted that at various auto shows, some foreign legacy luxury brands have rolled out classic models from decades past, hoping to leverage nostalgia and emotional resonance to drive sales. Lu argued that truly vital brands should not dwell on past glory but must possess creativity for the future. Otherwise, they risk becoming history themselves. 'Heroes don't rest on past laurels,' he wrote. While history is worth remembering, the future must be forged. 'You won't find new continents with old maps.' The rapid acceleration of China's new-energy vehicle industry, he emphasized, stems not from looking back, but from continuous innovation and self-transcendence.
IT Home: The BMW Group recently announced that its 2 millionth pure-electric vehicle has rolled off the assembly line at the Dingolfing plant. The automaker reached 1 million global pure-electric deliveries in April 2024—taking just two years to officially launch this new 2 million-unit milestone.
IT Home: Reports indicate Geely has reached an agreement with Ford to acquire the Body 3 assembly line at Ford’s Almussafes plant in Valencia, Spain. Geely plans to utilize the line to produce a new-energy vehicle based on its Global Smart New Energy Architecture (GEA), which currently underpins models like the Galaxy A7 and E5. Details remain scarce, though the report confirms the vehicle’s internal code is 135. The report also suggests Ford could launch a co-developed model using Geely’s GEA platform—potentially a successor to the Puma, given the comparable dimensions.
Supply Chain News
Gasgoo: On May 6, as embodied intelligence accelerates toward large-scale deployment, Spirit AI and Bosch China officially signed a strategic partnership agreement. The two parties will launch systematic cooperation across robot data collection, model training, industrial scenario deployment, and core component supply, jointly driving the commercialization of general-purpose robot brains.
Gasgoo: RoboSense announced on May 6 that it has comprehensively upgraded its strategic partnership with Navimow, the smart robotic mower brand under Ninebot. The two companies aim to jointly drive the global adoption and digital advancement of intelligent lawn mowers.
Gasgoo: onsemi officially released its financial results for the first quarter of 2026 on May 6, with core metrics broadly outperforming the midpoint of its prior guidance. The company also issued an outlook for the second quarter, signaling an industry recovery. Results showed first-quarter revenue reached $1.513 billion, exceeding the guidance midpoint. Both GAAP and non-GAAP gross margins stood at 38.5%, while GAAP operating margin fell 3.5% and non-GAAP operating margin came in at 19.1%.
CLS News: Infineon raised its full-year forecast on May 6, driven by surging demand for power solutions in AI data centers and improving automotive orders. Joining a wave of chipmakers benefiting from AI infrastructure investment, Infineon reported second-quarter revenue of 3.81 billion euros ($4.47 billion), up 6% from a year ago, as it supplies components for automotive, power, and security systems.
Gasgoo: Huayu Automotive recently released its first-quarter report for 2026. Consolidated revenue came in at 40.183 billion yuan for January through March, a slight dip of 0.97% from the previous year. Net profit attributable to shareholders fell 2.63% to 1.244 billion yuan, while net profit excluding non-recurring items dropped 1.14% to 1.15 billion yuan.
Gasgoo: Schaeffler recently inaugurated a new building at its Changsha R&D center. Located in the Xiangjiang Intelligent Connected Industrial Incubation Base, the facility spans about 5,000 square meters and integrates R&D laboratories, a pilot workshop, a showroom, and office space. It is designed to provide enhanced hardware support for cutting-edge technology development, product testing, and customer engagement.
Industrial Economy
Jiemian News: Data from the General Administration of Customs, compiled by the China Association of Automobile Manufacturers, showed on May 6 that China imported 28,000 vehicles in March 2026—a 12.6% drop from February and a 28.9% plunge from a year earlier. Import value fell 20.7% month-over-month and 39.6% year-over-year to $1.17 billion. For the first quarter of 2026, total imports reached 97,000 units, up 2.6% year-on-year, while import value declined 10.4% to $4.44 billion.
Gasgoo: White Rhino announced the completion of a C1 funding round on May 6. The round was jointly backed by a strategic global logistics investor, Shenzhen Nanshan Strategic Emerging Industry Investment, and existing shareholder Yuanhe Houwang. Proceeds will primarily fund core technology R&D, mass production of automotive-grade products, multi-scenario commercial expansion, and global market deployment.
Policy Situation
CCTV News: U.S. President Donald Trump recently threatened to hike tariffs on European automobiles to 25%. In response, industry insiders in tariff consulting noted on the 5th that some manufacturers outside the U.S. have already halted or slowed purchases of raw materials from America due to the potential duties. Several companies indicated they would not absorb these costs, opting instead to pass them directly on to consumers.
