OEM Dynamics | OEM Trend
Jiemian News: During a livestream from the Harmony lntelligent Mobility Alliance (HIMA) lounge at the Auto China 2026 on April 26, Huawei Executive Director Richard Yu revealed that a higher-end MAEXTRO model in the 2-million-yuan class will launch in late June, priced at around 2 million yuan. Yu noted that since its debut, the MAEXTRO S800 has delivered 16,000 units over ten months.
IT Home: At the Auto China 2026, Jetta held a brand relaunch event, officially declaring the brand's comprehensive pivot to the smart electric sector. A new logo for Jetta's new energy series was unveiled at the conference.
IT Home: Avatr Chairman Wang Hui stated at the show: "Looking to the next five years, Avatr will continue to advance our technology, product strength, and global footprint. By 2030, we aim for 800,000 units of global sales, with overseas markets accounting for over 40%. On the product front, we will launch 17 new products by 2030, starting with a large six-seat flagship SUV that will be the first to feature CATL's Qilin condensed matter battery."
IT Home: Recently, SAIC-GM-Wuling signed a formal cooperation agreement with Saudi Arabia's United Motors Group (UMG). At the signing ceremony, Han Dehong, Deputy General Manager of SGMW, noted that Wuling will leverage its global leadership in micro EVs and multi-purpose commercial vehicles to rapidly build brand reputation through UMG's sales and service network. Meanwhile, Wuling will continue introducing diverse products tailored to regional needs, actively responding to the "Saudi Vision 2030" to support local industrial upgrading and energy transition.
Gasgoo: Recently, BAIC Group signed a comprehensive strategic agreement on battery swapping and energy ecosystems with CATL and Contemporary Amperex Energy Service Technology Ltd. (CAES). According to the deal, BAIC will deepen its "Choco-Swap" battery swap cooperation with CATL and Times E-Service. Building on the existing Arcfox S3, the partnership will expand to include the Arcfox T5, S5, T6, S6, and other BAIC-branded swap-enabled models. Additionally, the three parties will collaborate on building an "ultra-swap integrated" energy ecosystem to provide diverse, efficient solutions for different travel scenarios.
Mydrivers: Leapmotor Senior Vice President Cao Li announced at the Auto China 2026 that firm orders for the Leapmotor A10 topped 10,000 units within 48 hours and exceeded 40,000 units in the first month, setting a new record for the brand's order growth. The model officially launched on March 26 with four configurations, priced between 65,800 and 86,800 yuan.
Supply Chain | Supply Chain News
IT Home: On April 26, onsemi announced an expanded strategic partnership with NIO to jointly advance the development of next-generation EV platforms. Building on years of collaboration, the two sides will work more closely, with onsemi providing its latest EliteSiC M3e technology to accelerate NIO's transition from 400V to 900V architectures.
Jiemian News: On April 26, during the Auto China 2026, Banma and the Dongfeng R&D Center jointly announced the debut of the Taobao Flash Sales Agent, powered by Yuanshen AI, in vehicles. The feature will be integrated into the Dongfeng Tianyuan Smart Cockpit.
IT Home: During the Auto China 2026, autonomous driving company Momenta disclosed its latest progress in mass production deployment. Over the past year, the installation base of Momenta's smart driving solutions surged from nearly 300,000 to over 800,000 units, with recent growth hitting 100,000 new installations in under 40 days.
Jiemian News: At the Auto China 2026, Horizon Robotics signed a strategic partnership agreement with global supplier Astemo. Under the deal, the two will use Horizon Robotics' Journey 6 series chips as the computing foundation to jointly develop ADAS products ranging from Level 2 to Level 2++ for all scenarios.
IT Home: According to the International SparkLink Alliance, the Auto China 2026 recently opened, featuring a concentrated debut of multiple smart models equipped with SparkLink digital car keys. Official information indicates that over 20 vehicle series at the show feature this technology, covering a full matrix of domestic, startup, and joint-venture brands including Dongfeng Motor, BAIC Group, SAIC Motor, JAC Group, Seres, Avatr, and GAC Toyota.
Industrial Focus | Industrial Economy
Cailian Press: The CPCA recently estimated that total passenger car sales for this month will reach approximately 1.42 million units. Of this, new energy vehicle retail is expected to hit around 860,000, pushing the penetration rate above 60%.
Policy Dynamics | Policy Situation
Cailian Press: Vietnam's National Assembly recently passed amendments to the Law on Special Consumption Tax, deciding to extend preferential tax treatment for electric vehicles with under 24 seats until the end of 2030. EVs will continue to enjoy the lowest tax rate across all vehicle categories.
