Automaker Updates | OEM Trend
Gasgoo: On March 5, Voyah officially announced its flagship six-seat SUV. The Taishan Ultra and Black Warrior editions will officially launch on March 17, with deliveries starting immediately. The new models will debut a new generation of dual-optical-path image-grade 896-line LiDAR, featuring four such units to usher in a four-LiDAR intelligent driving era. They also come equipped with a three-chamber air suspension and rear-wheel steering, while L3-level autonomous driving capabilities have completed extensive real-world verification.
Gasgoo: On March 5, XPENG announced that the XPENG G6 Super Range-Extended Coupe SUV is set to launch on March 6.
Gasgoo: On March 5, Geely Galaxy rolled out its 2 millionth mass-produced vehicle—the Galaxy M7, marking the first mainstream electric hybrid SUV in the Galaxy M series.
IT Home: Recently, the Anting Town government signed a cooperation agreement with Shanghai NIO Automobile Co., Ltd., securing a new battery R&D base in Jiading. The project will focus on developing next-generation power batteries.
Fast Tech: On March 5, the third-generation Lynk & Co 03 "Big Tail Wing" edition officially launched with a guide price of 159,800 yuan. The new model features a 2.0T powertrain delivering up to 272 horsepower. Specifically, it is equipped with a Drive-E 2.0TD T5 Evo turbocharged engine paired with an Aisin 8AT transmission, generating 400 Nm of torque and accelerating from 0 to 100 km/h in 6.5 seconds.
Gasgoo: An executive at Scout Motors, Volkswagen's EV brand, revealed that its first model has secured over 160,000 orders. The majority of buyers opted for the range-extended hybrid rather than the pure electric version. Of the 160,000 reservations, 87% chose the extended-range electric vehicle (EREV), far surpassing Scout's expectations and signaling a cooling in the US pure EV market outlook.
Components Industry | Supply Chain News
Gasgoo: Auto parts giant Joyson Electronics has formed a strategic partnership with solid-state battery firm Enpower Battery. The collaboration will focus on power solutions for embodied intelligent robots, jointly developing systems that integrate battery cells, battery management systems (BMS), and data services.
Industry Focus | Industrial Economy
Cailian Press: Data jointly released by the CPCA and CAM shows the sedan market price index hit 3.91 in January, with an average transaction price of 137,600 yuan. Overall transaction prices rose by 5,175 yuan from the previous month—a 3.91% increase. By segment, C-segment prices saw a notable surge. Specifically, A00-class prices rose 0.62%, while A0-class fell 0.93%, A-class fell 2.28%, and B-class dropped 3.79%. The C-class segment jumped 11.25%.
Yicai: Cui Dongshu of the CPCA noted that China's auto exports have maintained strong growth in recent years, with the regional landscape undergoing phased optimization. The Middle East, Africa, and Oceania have emerged as core drivers of this expansion. Despite ongoing conflicts in the Middle East and escalating tensions involving Israel, exports to the region have grown steadily, leveraging local market dividends. Automakers have adapted their export structures and new energy strategies to local demand, shifting from simple product exports to deep brand cultivation. The complex Iran crisis and logistics disruptions in the Strait of Hormuz pose short-term cost pressures. However, Cui believes they are unlikely to erode the core advantages of China's supply chain. He argues that Chinese automakers' diversified response strategies will outperform those of international peers. He remains optimistic about exports, asserting that short-term interference in the Middle East will not alter the broader upward trend of China's auto exports.
Gasgoo: ROBOTERA has recently completed a 1 billion yuan strategic financing round. The round attracted new investors including Samsung, Gaocheng Investment, Singtel, UOB Capital, CICC Porsche, SMI Yuan, Fenghe Capital, Xi VC, GF Qianhe, and Hongrui Group. Existing shareholders such as CDH VGC and Qingkong Tiancheng also oversubscribed their follow-on investments.
Gasgoo: Gigaai announced it has closed a nearly 1 billion yuan Pre-B funding round. Investors include top chip and automotive capital firms like Pudong Science and Technology Investment, Linxin Capital, Xingyuan Capital, and Wanlin International. Major state-owned platforms and financial institutions such as CICC Capital, Su VC, and Huaqiang Capital also participated. Proceeds will drive the evolution of embodied base models and world models, while advancing native body adaptation and generalized scenario deployment. The company aims to sprint toward the "GPT-3 moment" for embodied intelligence with maximum efficiency and performance, ushering in the explosion of physical-world AGI.
Gasgoo: The CICC Porsche Fund recently participated in both the Angel and Angel+ rounds for general embodied intelligent robotics firm Wujie Power. In just six months, the company has assembled a roster of prominent investors, including Sequoia China, Linear Capital, Hillhouse Ventures, Horizon Robotics, Shenzhen Capital Group, and Sinovation Ventures. With a third round nearing completion, total funding is set to reach 800 million yuan.
Gasgoo: Anhui Shengshui New Energy Technology Co., Ltd. recently announced completing an A-round funding exceeding 100 million yuan, led by NIO Capital. The capital will primarily support large-scale order deliveries, bolster R&D reserves, fund new factory construction, and cover daily operations, facilitating the integration and upgrading of the hydrogen energy industry chain.
Policy Updates | Policy Situation
Cailian Press: On March 5, the Minister of the Ministry of Industry and Information Technology (MIIT) stated that in 2026, the MIIT will vigorously promote the integration of artificial intelligence (AI) and manufacturing. This aligns with the government work report. With complete industrial categories, abundant talent, and an improving innovation ecosystem, the minister expressed confidence that more world-class intelligent products will be manufactured domestically. Efforts will focus on advancing AI computers, AI phones, and smart homes to better meet public demand. The ministry will push for breakthroughs and iterations in next-generation AI products—including brain-computer interfaces, autonomous vehicles, and robots—while supporting the development of smart agricultural machinery and medical devices to serve diverse industries.
