Automaker Updates | OEM Trend
CLS: On January 11, in response to the rumor "Shenzhen Yingwang under Huawei plans to list in the second half of 2026", Yingwang said, This is false information, not true.
Mydrivers: On January 11, BMW Group recently released group sales. Data show, BMW's full-year 2025 sales were 2.464 million vehicles, a slight year-on-year increase of 0.5%. By region, Europe recorded full-year sales of 1.016 million vehicles, up 7.3% year on year; the U.S. market had full-year sales of 417,638 vehicles, up 5.0%. China remains BMW Group's largest market worldwide, with full-year sales of 625,527 vehicles, but down 12.5% year on year, also the steepest decline among single markets globally.
IT Home: XPENG Chairman and CEO He Xiaopeng said in a recent interview, whether smart vehicles, Robotaxi (driverless taxi), robots, or low-altitude flying vehicles, all core product lines must go global, and from 2026 to 2030, will fully advance globalization.
IT Home: Recently, the BYD Tang 9 Series and Han 9 Series were officially announced. The two flagship new models are currently inviting public naming, and will meet the public in the first half of this year. Regarding the specific launch timing and configuration of the two new models, the company has not yet disclosed details.
Mydrivers: Recently, Zhao Changjiang reposted Yu Chengdong's Weibo about the LUXEED V9, and said: the industry always needs products that raise the ceiling of imagination, Yu said "MPVs will be different from now on", so what is worth pondering is, in today's era of explosive technology, what should the ultimate form of a top MPV be? In reply to a commenter asking "how do you evaluate the LUXEED V9?", Zhao expressed strong confidence: conservatively, it will have no rival within three years!
Mydrivers: Recently, Leapmotor founder Zhu Jiangming discussed the NEV price war, the traffic effects around company bosses, and industry trends in an interview. Asked about the price war, Zhu said, "Automakers must never sell cars at a loss, we must have gross margin, this is what we have always adhered to."
Gasgoo: The Taizhou Municipal People's Government and Geely Holding Group recently signed a strategic cooperation framework agreement, and the two sides will further deepen collaboration in new energy vehicles. Under the agreement, Geely Holding will work with Taizhou to advance construction of a local manufacturing base for high-end NEV brands, strengthening the regional industry cluster.
Mydrivers: According to domestic media reports, recently BAIC BJEV and Beijing Mobility jointly launched pilot operations for scaled on-road deployment of the BAIC Arcfox Alpha S (L3 version). The first batch will be deployed on designated sections of the Jing-Tai Expressway, Airport North Line Expressway, and Daxing Airport Expressway, and is planned to gradually open to individual users in the second quarter of this year.
Component Suppliers | Supply Chain News
Gasgoo: Foryou Group confirmed on its investor interaction platform recently that it has established deep cooperation with Huawei in two business segments: automotive electronics and precision die casting. The response clarified market speculation about their relationship, and shows Foryou, a key player in the smart vehicle supply chain, is deeply integrating into Huawei's automotive ecosystem.
Industry Focus | Industrial Economy
Mydrivers: Recently, Deloitte's Global Automotive Consumer Study shows, over 60% of Chinese respondents plan to purchase models priced at CNY 300,000 and above. The survey indicates Chinese consumers' price preferences: among them, the CNY 300,000-399,900 bracket has the highest share, at 30%.
Yicai: As 2026 begins, a new round of competition has started in China's auto market, with automakers launching promotions while pushing facelifts with more features at unchanged prices. Unlike last year, this year's intense competition has arrived earlier. According to incomplete statistics, from January 1 to now, more than 20 automakers and over 75 models have announced limited-time promotions, and promotion formats are diverse. Some models offer direct cash subsidies, some use "fixed price" sales, some adopt zero-interest financing for three or five years, and some stack trade-in subsidies with "extra subsidies on top".
Jiemian: The CPCA data show, retail sales of new energy passenger vehicles in December were 1.337 million units, up 2.6% year on year and 1.2% month on month; 1-12 month cumulative retail sales were 12.809 million units, up 17.6%. Retail sales of conventional fuel passenger vehicles in December were 920,000 units, down 30% year on year and up 2% month on month; 1-12 month cumulative retail sales were 10.94 million units, down 9%.
Policy Updates | Policy Situation
Jiemian: At a recent briefing by the State Administration for Market Regulation, a deputy director from its Standards and Technology Department said, next, the SAMR will further accelerate development of national standards related to new energy vehicles, lithium batteries, and photovoltaics. It will work with the Ministry of Industry and Information Technology to hold on-site standards briefings, help industry accurately grasp standard content, implement standards in time, and promote early effectiveness, using standards to guide and drive high-quality development of the "new three".
Mydrivers: The Transport Department of Hong Kong, China recently issued new traffic rules. The rules state that from January 25, all passengers on public transport and trucks must wear seat belts; and any driver must not place more than two electronic devices in front while driving, further strengthening road, riding, and driving safety.
