OEM Movements | OEM Trend
Gasgoo: On Jan. 21, Tesla officially updated its corporate mission via its Weibo account, declaring: "Our mission is to build a world of amazing abundance." The move signals an evolution in the company's core narrative—shifting from a focus on sustainable energy to a broader, more ambitious social vision.
Gasgoo: FAW has announced that the first prototype vehicle featuring its self-developed Hongqi all-solid-state battery has successfully rolled off the production line. This milestone marks FAW's entry into a new phase of real-vehicle testing and validation in the frontier technology of all-solid-state batteries.
Gasgoo: Qijing Auto is accelerating its retail network build-out, with trial operations slated to begin in late April and official openings starting in early May. Demo units of its first shooting brake coupe—hailed by the company for its "million-dollar aesthetic"—will arrive in showrooms simultaneously. The model is set to debut in April and officially hit the market in June 2026.
Gasgoo: GAC Group's GOVY has secured over 2,000 intent orders for its first mass-produced multi-rotor eVTOL, the GOVY AirCab, with a total contract value exceeding CNY 3.3 billion. Designed for low-altitude tourism and short-distance travel, the aircraft has entered the comprehensive airworthiness certification phase. With safety indicators passing phase verification, it is expected to secure full type certification and production permits by the end of 2026, kicking off mass deliveries.
IT Home: BMW has announced that the all-new iX3 long-wheelbase version will make its global debut at the 2026 Beijing Auto Show in April, with a market launch slated for the second half of the year. The new model will feature Momenta's full-scenario navigation assistance and a custom large language model co-developed with Alibaba.
IT Home: Honda has decided to cease production of current fuel cell systems at Fuel Cell System Manufacturing (FCSM), its joint venture with General Motors, by the end of 2026. Following the halt, Honda will transition to its self-developed next-generation fuel cell systems.
36Kr: Facing negative growth in 2025, Li Auto is planning a counteroffensive in 2026, with its primary goal being to shore up its base in the range-extender and premium segments. Market sources suggest Li Auto has set a preliminary growth target of roughly 40% for 2026, translating to a sales volume of about 550,000 units. The company is placing heavy resources behind the next-generation L9. The 2026 L9 is expected to feature a larger footprint, a fully upgraded chassis, and a range-extender battery exceeding 70 kWh, offering a pure electric range of over 400 km.
Component Makers | Supply Chain News
Jiemian: United Nova Technology announced on Jan. 21 that it expects 2025 revenue to reach approximately CNY 8.19 billion, up 25.83% year-on-year. The company forecasts a net loss attributable to shareholders of about 577 million yuan, representing a 40.02% reduction in losses compared to the previous year.
QCraft: On Jan. 21, the company announced the mass production of its city NOA solution based on a single Horizon Robotics Journey 6M chip. The system makes its debut on the refreshed Li Auto L-series equipped with AD Pro. Developed in collaboration with Li Auto, the solution is tailored for urban driving, leveraging 128 TOPS of computing power to deliver a superior city NOA experience.
Gasgoo: KNEWBOTS and the Beijing Humanoid Robot Innovation Center have officially signed a strategic partnership agreement in Beijing. The two parties will collaborate deeply on the large-scale application of humanoid robots in vertical scenarios such as automotive manufacturing, warehousing and logistics, and commercial services, jointly advancing the industrialization of embodied intelligence technology.
Gasgoo: The Shanghai Stock Exchange Listing Committee has approved the initial public offering of Wuhu Atech Automotive, paving the way for a listing on the Shanghai main board with Huatai United Securities as the sponsor. Founded in 2002, Atech Automotive focuses on automotive electronics, covering body, cockpit, powertrain, and ADAS domains. It also provides electronics manufacturing services (EMS) and technical development, boasting a complete business system from design and verification to mass production.
Cailianshe: LG is advancing the construction of a sodium-ion battery pilot production line at its Nanjing plant, aimed at verifying the feasibility of mass-producing next-generation EV batteries. Following LG's established R&D process, development is conducted at the Ochang Technological Research Institute in Daejeon, with prototype "A samples" produced at the Ochang plant. Higher-completion "B samples" and mass-production-ready "C samples" will then be manufactured at the Nanjing facility in China.
Industrial Focus | Industrial Economy
Fast Tech: On Jan. 21, the National Energy Administration released data on China's EV charging infrastructure for December 2025. As of the end of December, the total number of charging connectors nationwide reached 20.092 million, up 49.7% year-on-year and surpassing the 20 million milestone. Public chargers totaled 4.717 million units, a 31.9% increase, with a combined rated power of 220 million kW and an average power of 46.53 kW. Private charging installations reached 15.375 million units, jumping 56.2%, with a total installed capacity of 134 million kVA.
Gasgoo: Beijing Zhizai Wuje Technology has recently completed a business registration change, increasing its registered capital to approximately 1.37 million yuan. New shareholders include the Chongqing Mingyue Lake Sci-Tech Achievement Transformation Venture Capital Fund, Lingxin Qiaoshou (Beijing) Technology, the Beijing Koala Kunpeng Fund, and the Chongqing Sci-Tech Achievement Transformation Equity Investment Fund.
Gasgoo: Solid Ion Energy Technology (Wuhan) has announced the successful completion of a Pre-A financing round worth several hundred million yuan. The round was jointly participated by notable institutions including Guozhong Capital, Guizhou Venture Capital, Shenzhen Anshi, and Shenzhen Zhongji. The investor lineup covers national and provincial industrial funds as well as core strategic investors from the industrial chain, highlighting significant financial strength and resource advantages.
