[Gasgoo Express] China’s auto sales reach 34.40 million in 2025; Seres pays CNY 20 billion to Huawei

Editor Team From Gasgoo

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Automaker updates | OEM Trend

  • Cailianshe: Information disclosed on JD Asset Trading Platform shows the real estate at No. 1 Tongda Road, Changshu — along with plant equipment, facilities and spare parts — is slated for a second auction, with a starting price of about CNY 859 million and an appraised value of about CNY 1.534 billion. The auction is scheduled for 10:00 a.m. on Jan 15, and currently has one registered bidder, to be conducted by the Changshu People's Court in Jiangsu Province. The lot is designated for industrial use, is under seal and carries a mortgage. The certified building area totals 183,148.04 square meters, with a land area of 716,473 square meters; the plant was completed in 2014. The asset is the site of Changshu Qoros Automobile Co., Ltd. and its factory.

  • Mercedes Star News: On Jan 14, as a long-wheelbase Mercedes-Benz GLC SUV came off the line, Beijing Benz's cumulative vehicle output topped 6 million. Beijing Benz has surpassed the 6 million milestone for both vehicle and engine production.

  • Gasgoo Auto: Seres Group's recently released prospectus shows that in the first half of 2025, the company paid Huawei CNY 20 billion in procurement fees. On an AITO sales basis, that equates to roughly CNY 136,000 per vehicle flowing into Huawei's technology and supply ecosystem. The payments cover Huawei’s smart-vehicle solutions, key components, and related licensing and services — a direct reflection of the partnership’s depth and breadth.

  • ITHome: Zhao Changjiang, executive director and executive vice president at LUXEED, said in an interview that this year LUXEED will launch a flagship MPV and a large SUV, rounding out the lineup alongside the R7 and S7. At the same time, both the R7 and S7 will receive major facelifts with Huawei ADS 4.0 and fully upgraded autonomous-driving hardware. Internationally, LUXEED products will be "globally synchronized," with a right-hand-drive version of the V9 slated for the second half of 2026. On sales, Zhao said 2026 will remain a foundational year for LUXEED, with a goal of reaching 1 million sales by 2030. "LUXEED aims to be global."

  • Gasgoo Auto: Honda has announced it will replace its long-used brand emblem with a newly designed "H" badge. The rollout is expected to start in 2027, first on future battery-electric and hybrid models — on both the front and rear — and will then expand across all vehicles and business units.

  • Jiemian News: Tianyancha IP filings show that Seres Automobile Co., Ltd. has published a patent titled "In-vehicle intelligent agent control method, device, system, electronic equipment and storage medium." The abstract places the invention in the domain of in-vehicle intelligent agents. The method includes obtaining sensor measurements and vehicle motion-state information for the intelligent agent; estimating the agent’s state based on those inputs; calculating a center-of-mass adjustment value; and adjusting the agent based on that value to achieve a stable state. Using a real-time posture-control algorithm with dynamic center-of-mass compensation, the method improves stability and reliability of the intelligent agent in automotive environments.

Suppliers | Supply Chain News

  • Gasgoo Auto: On Jan 14, FORVIA HELLA announced its new-generation Intelligent Battery Sensor (IBS) is expected to enter mass production in China in mid-2026, debuting on multiple locally built EV models from a domestic Sino-foreign joint-venture brand. As the core monitoring component for start-stop systems and 12V low-voltage power networks, the new IBS offers high-precision real-time monitoring of battery voltage, current, temperature and internal resistance, enabling comprehensive data collection and analysis across the battery’s full lifecycle.

  • Jiemian News: Lens Technology said on its investor interaction platform on Jan 14 that the company has built a vertically integrated manufacturing platform spanning core embodied-intelligence components through to final assembly, covering everything from systems assembly to liquid metal, aluminum-magnesium alloy structural parts, six-axis force sensors, head modules, joint modules and dexterous hands. It has already delivered humanoid and quadruped robot systems, as well as head modules, joint modules, dexterous hands and structural parts, to multiple leading domestic and international robotics customers, with shipment volumes among the industry’s highest. Recently, Lens Technology was confirmed as an initial core supplier to a leading North American robotics customer; the head module has passed customer certification, while structural parts and others are undergoing certification.

  • Jiupai Finance: Recent reports claimed Volvo has launched recalls for the EX30 in several countries due to safety issues with batteries supplied by Sunwoda. Sunwoda Chairman Wang Wei, in an interview, said the online rumors are not true. He noted the battery pack in question is not supplied by Sunwoda — the product comes from a plant within Volvo's own system. The cells are produced by a Geely–Sunwoda joint venture (Shandong Geely Sunwoda Co., Ltd.), in which Sunwoda holds a minority 30% stake.

  • Gasgoo Auto: Luxshare Precision announced that, due to delivery obstacles such as asset seizures and freezes affecting the target assets, the company has decided to terminate the acquisition of the business asset package held by Wingtech Technology's subsidiary Indian Wingtech, and has filed for arbitration with the Singapore International Arbitration Centre to recover approximately 153 million yuan already paid, plus corresponding interest.

  • Gasgoo Auto: Zhixing Technology said it has received a volume-production nomination from a South Korean auto group to supply an integrated parking-and-driving ADAS solution for four models — its first breakthrough into the Korean customer base. Over the full lifecycle (2026–2033), expected shipments are close to 1 million units, with nearly half destined for overseas markets.

Industry Focus | Industrial Economy

  • Gasgoo Auto: According to the latest data from the China Association of Automobile Manufacturers, China's vehicle production reached 34.531 million in 2025, with sales at 34.40 million — both record highs — keeping the country No. 1 globally for the 17th straight year. CAAM also released a forecast for 2026, projecting domestic auto sales at 34.75 million, a 1% uptick.

  • Cailianshe: The China Passenger Car Association reported that from Jan 1–11, national passenger-car retail totaled 328,000, down 32% from the same period a year earlier and 42% versus the same days last month; year to date, retail stands at 328,000, down 32%. Over the same Jan 1–11 window, new-energy passenger-car retail came in at 117,000, 38% lower year on year and 67% below the prior month’s comparable period; year to date, retail is 117,000, down 38%.

  • Gasgoo Auto: Data from the China Automobile Dealers Association show the composite inventory coefficient for auto dealers was 1.31 in December 2025, down 16.6% month on month and up 14.9% year on year. Inventory was below the warning line but remained above the reasonable range. Based on passenger-car retail sales of 2.261 million that month, dealer inventories at end-December were estimated at about 3 million units.

  • Cailianshe: Recent figures from the China Automobile Dealers Association show used-car transactions reached 1.8711 million in December 2025, up 7.15% month on month and down 1.53% year on year, with transaction value at 120.672 billion yuan. For Jan–Dec 2025, cumulative used-car transactions totaled 20.1080 million, up 2.52% year on year — 493,800 more than a year earlier — with transaction value at 1,289.790 billion yuan. The used-car market surpassed the 20 million mark in 2025, a new record.

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