OEM Trends | OEM Trend
IT Home: On June 2, Harmony lntelligent Mobility Alliance's Luxeed officially announced that its V9, positioned as a "panoramic smart flagship MPV," has been shipped out and is ready for delivery. According to the company's previously released roadmap, the Luxeed V9 will begin deliveries in early June. Zhao Changjiang, executive director and executive vice president of Luxeed, previously revealed that the V9 comes pre-installed with L3-level hardware and will be among the first to upgrade to Huawei's Qiankun ADS 5 system.
Keji: On June 2, Changan NEVO issued an official statement regarding a rear-end collision involving an A07 on the Jiguang Expressway on October 2, 2025. The vehicle involved was a 2024 Changan NEVO A07 equipped with the first-generation IACC (Integrated Adaptive Cruise Control). The hardware lacks lidar, and the system is classified as L2 driver assistance, designed only for flat highway conditions. In visibility-restricted scenarios such as rain, fog, dust, or low light, it may fail to detect obstacles or brake in time. An accident investigation report released by the Ganzhou Emergency Management Bureau on May 21 states that a semi-truck was illegally parked in the fast lane, the road had no lighting, and the driver had engaged IACC before the crash. The driver did not touch the steering wheel for 13 seconds before impact, and neither the driver nor the system applied effective braking. Authorities determined both drivers involved shared direct responsibility. Changan NEVO stated that liability is based on the regulator's final report and urged the public to view online rumors rationally.
IT Home: Lotus CEO Feng Qingfeng recently discussed sports car weight in an interview, drawing a line at 1.8 tons. "Regardless of horsepower—even 2,000 hp—if it weighs over 1.8 tons, it's a dud," he said. "We've seen competitors, even sports cars, hitting two tons. It's incredible, showing they don't understand what a sports car is."
CLS News: Chery Group reported sales of 247,823 vehicles in May 2026, a 20.5% year-on-year increase. Exports reached 181,871 units, surging 80.5%, while new energy vehicle (NEV) sales climbed 58.8% to 100,304 units. For the first five months of the year, cumulative sales hit 1,100,921 units, up 7.2%. Exports totaled 752,755 units, jumping 69.5%, and NEV sales reached 361,761 units, a 25.7% rise.
Gasgoo: Great Wall Motor released its production and sales report for May 2026. Data shows sales of 100,399 new vehicles in May, a decline of 1.79% year-on-year. Cumulative sales for January to May stood at 475,815 units, up 3.64%.
Gasgoo: Changan Automobile released its May 2026 sales figures. Official poster data indicates overall deliveries reached 209,100 units. Overseas deliveries hit 70,700 units, a 38% annual increase, while NEV model deliveries totaled 92,400 units.
Keji: Mercedes-Benz China is pushing forward a new round of structural layoffs, aiming to reduce staff at Beijing Mercedes-Benz Sales Service Co. from roughly 900 to fewer than 600. This marks the second major headcount reduction in less than 18 months, following the first round last February. The layoffs are being implemented in two phases: a current 10% cut with an N+6 compensation package, and a second round starting at the end of the year.
Supply Chain News | Supply Chain News
Gasgoo: On June 2, ASENSING and OMOWAY announced a deepened strategic partnership. The two will combine OMOWAY's strengths in two-wheel self-balancing technology and general intelligent architecture with ASENSING's expertise in automotive-grade high-precision spatiotemporal intelligence. Together, they aim to break through performance boundaries for "two-wheeled robots" in complex scenarios and accelerate deployment across all settings.
CLS News: Arm CEO Rene Haas stated on June 2 that driven by AI demand exceeding expectations, the company may hit its $15 billion target for proprietary chip sales earlier than the end of the decade. Meta Platforms will be the first major customer for Arm's AGI CPU chip. The product is reported to feature up to 136 cores and a power consumption of 300 watts.
OPmobility: Effective June 1, the company and Yanfeng integrated their module assembly businesses into Yanfeng Visteon, adding signature lighting and decorative lighting solutions. Yanfeng Visteon primarily serves domestic OEMs, offering a comprehensive, differentiated portfolio covering exterior body systems, signature and decorative lighting, module assembly, and exterior system integration solutions.
Gasgoo: Nvidia CEO Jensen Huang officially announced a partnership with Unitree Robotics during his GTC Taipei speech. They are launching the Isaac GR00T humanoid robot reference platform, using Unitree's H2 robot as a carrier, targeting universities and academic institutions. Unitree has reportedly become Nvidia's first partner for a robot system aimed at researchers.
Industrial Focus | Industrial Economy
CLS News: On June 2, most U.S.-listed Chinese stocks rose in pre-market trading. Li Auto jumped 7%, Alibaba climbed 6%, and JD.com added 5%. Bilibili gained 4%, while Baidu and NIO rose 3%. Amer Sports fell 2%.
Gasgoo: Driven by rising fuel prices and ownership costs amid Middle East conflicts, electric vehicles set monthly sales records in 37 countries during March or April as consumers shifted to lower-cost options, according to reports. Data from S&P Global Mobility shows that among 150 tracked nations, 28 countries—including Australia and the UK—hit record highs in March, while nine, including Brazil and the Philippines, did so in April. Combined, 91% of countries saw year-on-year growth across the two months—the first time the proportion of growing nations has topped 90% since April 2023.
CLS News: Spain's automakers association (ANFAC) reported that new Tesla registrations in Spain surged 112.8% year-on-year in May to reach 1,690 units. From January to May, Tesla registrations rose 43.8%, while overall new pure EV registrations increased 43.6% over the same period.
Policy Dynamics | Policy Situation
CLS News: The Shanghai Mayor recently chaired a municipal government executive meeting that approved in principle the "15th Five-Year Plan" for accelerating new industrialization and building a modern industrial system. The meeting emphasized building a system anchored by advanced manufacturing and striving to lead in new industrialization. The city must push traditional pillar industries like automotive, steel, and petrochemicals toward optimization and the high end of the value chain, while strengthening the strategic role of three pioneering industries. It also plans to expand emerging pillar industries and lay out future industries ahead of time. Innovation is key to forging competitive advantages, with a focus on breaking through new technologies, developing new products, and opening new scenarios to ensure scientific achievements translate into industrial results.
