OEM Movements | OEM Trend
IT Home: On Feb. 5, Li Auto CEO Li Xiang posted a lengthy thread on Weibo to tease the upcoming Li Auto L9. Li stated that going "all in AI" does not mean ignoring the car—embodied intelligence must be built on a solid vehicle to truly create value for users. "Therefore, I spend 70% of my time focused on the car, which helps us better understand how to evolve it into a true robot." The new Li Auto L9 will become an 'intelligent agent,' equipped with eyes, a brain, a heart, nerves, hands, and feet—a complete tech stack that transforms the car from a passive tool into an active partner. Li noted that the vehicle will "recognize you, understand you, and serve you proactively," adding that every family deserves such an intelligent partner in the future. "The new Li Auto L9 is not just a great car; it is the pioneering work of embodied intelligent robots."
Fast Tech: Leapmotor COO Xu Jun shared an open letter to the Leapmotor marketing and service team on Weibo. The letter also revealed the company's 2026 sales target: "We don't aim to be the storm, but the anchor within it; we don't gamble on a single blockbuster, but ensure every model is a hit that holds steady; We don't ask for much—1.05 million. If it's one unit more, count it as a loss."
Gasgoo: On Feb. 5, Changan Automobile officially unveiled its global sodium-ion strategy. Simultaneously, the world's first mass-produced passenger vehicle featuring CATL's sodium-ion battery made its debut. The vehicle has already completed winter calibration in Yakeshi, with its range, low-temperature performance, safety, and discharge capabilities fully meeting user needs. According to test data, pairing CATL's sodium battery with its third-generation CTP technology yields a pure electric range of over 400 km. Through precise control via CATL's BMS management strategy, the vehicle achieves "displayed range equals actual range," while the maximum energy density of the cells reaches 175 Wh/kg.
Gasgoo: On Feb. 5, XPENG founder He Xiaopeng announced on Weibo that XPENG is set to launch its first flagship large six-seat SUV—the XPENG GX. According to He, the model's internal code is G01. The "1" represents a return to "first principles," using complete AI logic to redesign a full-size family flagship SUV. The "X" in the name stands for the exploration of unknown mobility possibilities (eXploration) and embodies XPENG's inherent tech DNA (X-tech)—a commitment to using technology to fundamentally solve problems.
Gasgoo: On Feb. 5, Tesla Vice President Tao Lin posted that in 2025, the Shanghai Gigafactory accounted for more than half of Tesla's global deliveries, while the energy storage Megafactory began supplying products to multiple markets at home and abroad. She attributed this success to the collective effort of the team.
Gasgoo: On Feb. 5, Faraday Future (FF) officially launched its first line of embodied AI robot products during the National Automobile Dealers Association event in Las Vegas. According to images released by Jia Yueting, starting prices for the three models have been set: the Futurist series at $34,990, the Master series at $19,990, and the Aegis series at $2,499. Detailed technical specifications, mass production timelines, and target markets have not yet been fully disclosed.
Supply Chain Movements | Supply Chain News
CCTV News: Recently, China FAW Group and the China Automotive Technology and Research Center (CATC) jointly announced in Changchun, Jilin, that they will integrate their vehicle testing businesses to create the world's largest automotive testing organization. This professional integration of two central state-owned enterprises is conducted through equity transfer, with CATC taking a controlling stake in FAW's Changchun Automotive Testing Center. Following the integration, CATC's technical service capabilities will exceed 6,000 items. While achieving 100% coverage in testing and certification for intelligent connected new energy vehicles, the partnership will also build a systematic technical support framework for Chinese automotive exports, helping China integrate into the global standard system and a new pattern of industrial development.
Caixin: Regarding reports that "Renault will use Shanghai E-Drive components to assemble electric vehicle motors in France," a source inside Renault China stated that Renault has a long-standing partnership with Shanghai E-Drive, and relevant components are used in models such as the Twingo R5. Shanghai E-Drive is a subsidiary of Dayun Motor, specializing in electric drive products.
Gasgoo: Hesai Technology (NASDAQ: HSAI; HKEX: 2525) recently announced a strategic partnership with Southeast Asian tech giant Grab. Under the agreement, Grab will become the exclusive distributor for Hesai's lidar products in Southeast Asia, fully responsible for sales, customer support, and marketing in the region.
Gasgoo: A 1 billion-yuan Foxconn new energy vehicle R&D center has officially commenced operations in the Zhengzhou Airport Economy Zone. Invested and built by Foxconn New Energy Vehicle Industry Development (Henan) Co., Ltd., the center launched in July 2024 and is located within the Zhengzhou Airport Zone's Auto City. Positioned as a global smart benchmark factory and industrial innovation engine, it will focus on core R&D tasks including NEV product planning, platform development, and vehicle manufacturing.
Industrial Focus | Industrial Economy
Caixin: On Feb. 5, the Nasdaq Golden Dragon China Index closed down 1.95%, with popular Chinese stocks broadly declining. Bilibili dropped over 6%, and Baidu fell more than 4%, while Alibaba. NIO and XPENG slid over 2%, whereas Li Auto and Chagee rose more than 1%.
Caixin: A vice president of the China Machinery Industry Federation stated that in 2025, the machinery industry's economic operation showed a trend of high-level stabilization with steady progress. The first quarter saw a strong start; while the second quarter's growth slowed due to tariff fluctuations and other factors, it stabilized quickly under active response. The third and fourth quarters continued the trend of high-level stabilization, achieving rapid growth for the full year. In 2025, the value-added of machinery industrial enterprises above designated size increased by 8.2% year-on-year, outpacing the national industrial and manufacturing sectors by 2.3 and 1.8 percentage points, respectively. Value-added in all five major categories increased, with the automobile manufacturing sector continuing to lead with a growth rate of 11.5%.
Caixin: Data released by the Japan Automobile Importers Association (JAIA) shows that sales of imported cars in Japan (excluding Japanese manufacturers) fell 12% year-on-year in January to 13,019 units. Pure electric vehicles surged 68% to 2,041 units, marking growth after a month's hiatus. Mercedes-Benz sales dropped 13% to 3,031 units, holding the top spot. Volkswagen sold 1,528 units, down 41%, while BMW sales fell 17% to 1,383 units. BYD sales jumped 3.4-fold to 180 units.
Gasgoo: Shenzhen Yuanxixin Intelligent Technology Co., Ltd. recently announced that it completed an A+ financing round at the end of 2025, with business registration changes finalized recently. The total funding exceeded 300 million RMB. The round was jointly led by Ceyuan Capital, Wuxi Industrial Investment, and FAW Hongqi Private Equity Fund, with participation from Innovation Works, Zhishou Investment, CSC Financial, Huatian Technology, Hongxin Investment, Futian Capital, and Yihe Capital. Existing shareholder GRC continued to increase its investment.
Gasgoo: Shanghai Zhuoyide Robot Co., Ltd. announced the completion of a nearly 100 million RMB Pre-A+ financing round. The round was jointly led by the Shanghai Pudong Leading Area Investment Center and Shanghai Zhangjiang Sci-Tech Investment, with participation from the Henan Sci-Tech Investment Industrial Development Fund and others. It also successfully introduced Qingdao Zhenghe Industrial Co., Ltd. (003033) and members of Xiamen Songlin Technology Co., Ltd. (603992.SH) as strategic industrial investors.
