Automaker Trends | OEM Trend
Gasgoo: Cumulative sales of the BMW 3 Series in China have officially topped 2 million units, according to an August 6 announcement on the company's WeChat account. That milestone places the sedan among an elite group of luxury nameplates to reach such volume in a single market.
IT Home: Harmony Intelligent Mobility Alliance announced on August 6 that cumulative deliveries of the AITO M8 "Family Smart Flagship SUV" have surpassed 180,000 units. Meanwhile, the model's product manager revealed that a major upgrade to the Huawei HarmonySpace is on the way.
Jiemian News: Honda has outsourced development of a new vehicle program to Indian engineering giant Tata Technologies, according to an August 6 report. It marks the first time the automaker has entrusted an Indian firm with end-to-end platform construction—a move aimed at slashing R&D costs. The platform is designed to underpin multiple models, supporting everything from traditional internal combustion engines to hybrid and fully electric powertrains.
CLSA: Elon Musk says investors shouldn't worry about demand for memory chips—one of the biggest bottlenecks in the current AI boom. Demand is growing far faster than supply, he noted. The Tesla and SpaceX chief is well-positioned to judge the market, as both companies are major purchasers of memory chips.
Fast Tech: A court in Nanning's Qingxiu District has put a full set of 438 production items—comprising 467 pieces of equipment—from Neta Auto's local plant up for auction. Valued at roughly 60.3 million yuan, the lot failed to sell in its first round after receiving no bids. The equipment is now listed for a second auction with the starting price slashed by more than 20% to 48.25 million yuan. Bidding opens on August 12, yet despite nearly 1,000 page views and dozens of reminders, no qualified bidders have registered. The auction stems from a debt dispute exceeding 45 million yuan. Hozon New Energy, Neta's parent, formally entered bankruptcy reorganization in June 2025, pushing its Nanning base into asset liquidation.
IT Home: Maserati's chief engineer, Davide Danesin, says V8 engines and true manual transmissions could make a comeback—though only in limited-run sports cars. Parent company Stellantis has not yet signed off on the plan. Maserati had previously positioned its twin-turbo "Nettuno" V6 as the final pillar of its internal combustion era before a full pivot to electric vehicles.
Supplier News | Supply Chain News
Gasgoo: AUMOVIO, a German supplier with three decades in China, has officially launched a second production line for its sixth-generation millimeter-wave radar in Jiading Industrial Park. The line was built in just six months, representing a deep localization of line design, equipment manufacturing, and the supply chain.
Fast Tech: Nvidia CEO Jensen Huang has unveiled Alpamayo 2 Super, an open inference model designed specifically for autonomous vehicles. Built on the NVIDIA Cosmos world foundation model, it is the company's most powerful open model to date, with roughly 34 billion parameters—tripling the scale of Alpamayo 1.5 and Alpamayo 1.
Gasgoo: Wuhan Yuanfeng Automotive Parts, a subsidiary of West Shanghai, has signed a deal to establish an R&D and manufacturing base in the Wuhan Economic Development Zone. The move marks a follow-up investment by West Shanghai in the region. The project, with a total investment of around 156 million yuan, will focus on brake-by-wire products, including electronic parking hydraulic disc brakes (EPB).
Gasgoo: Xunbo Tech has announced that ADC dampers for the BAIC N60 project have officially entered mass production (SOP). The transition from development to volume production secures a critical supply of chassis components for BAIC's upcoming models.
Industrial Focus | Industrial Economy
CLSA: Smart driving stocks rallied in afternoon trading on August 6. Dazhong Transportation hit the daily limit, while Jinjiang Online, Zhejiang Shibao, and Soling shares followed suit.
CLSA: Yole Group forecasts that production of all electric vehicle types (xEV) will see double-digit compound annual growth between 2025 and 2031. By the end of that period, xEVs are expected to account for roughly 70% of total light vehicle output, with battery electric vehicles (BEV) alone reaching 33 million units. This electrification surge is driving up demand for power chips, a sector projected to hit $14.5 billion by 2031—a 14% CAGR that would more than double its 2025 size.
Policy Updates | Policy Situation
Jiemian News: Australian Climate Change and Energy Minister Chris Bowen confirmed on August 6 that the government will move forward with a road user charge for electric vehicles. The policy aims to ensure EV owners contribute proportionately to road maintenance costs. Bowen noted the industry's lack of objection, with the Electric Vehicle Council backing a national scheme. Details on collection are still under discussion, and the measure has not yet been included in the budget. The shift is driven by shrinking fuel excise revenue—which falls by about 200 million Australian dollars annually—widening the funding gap for road upkeep.
Personnel Moves | Change of personal
21st Century Business Herald: Chen Yonghai, former vice president of product at XPeng, has joined robotics firm ENGINEAI as chief operating officer, according to multiple independent sources. He will report to Chairman and CEO Zhao Tongyang. Chen previously led product operations at Amap before joining XPeng in 2022 to oversee its product center.
