OEM Trend
On January 26, Porsche China CEO Alexander Pollich stated that Porsche is a financially self-sufficient company that spends every yuan where it counts. Internally, cost-cutting measures will continue, with savings redirected toward market investment and future R&D—the Porsche Shanghai R&D Center being a key focus. Pollich noted that Porsche is currently in a phase of recalibration and adjustment, aiming to win back the Chinese market by streamlining its dealer network and launching exclusive models, rather than defining success solely by sales volume. The dealer count has already been reduced from 150 to 114 in 2025, with a target of 80 by 2026. He also mentioned that by the end of the decade, Porsche will add two new internal combustion and plug-in hybrid models, including B-segment and D-segment SUVs. Additionally, there are currently no plans for local production.
On January 26, the Huajing S—the flagship model resulting from the deepened strategic partnership between SAIC-GM-Wuling and Huawei—saw its prototype roll off the production line. This milestone signals that core technology integration and manufacturing process validation are complete, pushing the vehicle into the user experience testing and mass production preparation phases.
On January 26, Harmony Intelligent Mobility Alliance officially announced that cumulative deliveries of its Shangjie H5 model have surpassed 30,000 units. The H5 is the first model under Shangjie, the "Fifth Realm" of the Harmony Intelligent Mobility Alliance. Positioned as a mid-size SUV, it officially launched on September 23, 2025, with a price range of 159,800 to 199.800 yuan.
FAW-Volkswagen recently reaffirmed its strategy of advancing internal combustion, electric, and hybrid technologies in parallel, kicking off a major product offensive. The company plans to launch 13 new models this year, comprising six internal combustion engine vehicles and seven new energy models.
Supply Chain News
Jinfei Kaida announced on January 26 that it has received a nomination letter from a major international automaker to develop and supply aluminum alloy wheels. The project designation represents a comprehensive endorsement of the company's technical strength, manufacturing capabilities, quality management, and supply chain security, and is expected to positively impact future financial performance.
On January 26, Minieye secured a smart driving project designation from a leading automaker, to provide advanced intelligent driving products for multiple models destined for both Chinese and overseas markets. The total order value exceeds 1.3 billion yuan, with mass production scheduled to begin by mid-2026.
ENGINEAI Robotics and interstellOr have formed a deep strategic partnership to launch a humanoid robot astronaut exploration program. The initiative will use PM01, a general-purpose embodied intelligent agent developed by ENGINEAI Robotics, to conduct task verification for space environments. This marks the first domestic application of a humanoid robot system in space exploration and a significant intersection of embodied intelligence and aerospace engineering.
Mapvision Shanghai Inspection Technology Co., a subsidiary of Finnish high-tech firm Mapvision, has officially established itself in the Shanghai International Auto City. As a global leader in online inspection for automotive manufacturing, Mapvision provides "The Eyes of Smart Factories" solutions. The new subsidiary signals a push for deep localization of its technology, supply chain, and service systems.
Times Intelligent Technology, a provider of integrated smart chassis technology, recently signed a strategic memorandum of understanding in Jakarta with partners including Indonesia Battery Corporation. The parties will collaborate to explore local EV development and cooperation models in Indonesia based on integrated smart chassis technology.
Industrial Economy
Latest data from the Ministry of Public Security shows that by the end of 2025, China's motor vehicle ownership reached 469 million units, with cars accounting for 78% of the total at 366 million units. The number of licensed drivers rose to 559 million, with 525 million qualified to drive cars, further narrowing the gap between driver supply and vehicle ownership.
Statistics show global output of lithium manganese iron phosphate reached 28,500 tons in 2025, a 206.5% year-on-year increase. As applications deepen in new energy vehicles, consumer electronics, and electric two- and three-wheelers, output is projected to climb to 70,000 tons by 2026 and exceed 500,000 tons by 2030.
AGILINK, a dexterous hand subsidiary of Zhiyuan Robotics, completed two consecutive financing rounds recently, with plans for a new strategic round. The company focuses on the "last 10 centimeters" of embodied intelligence in the physical world, promoting the implementation of general AI in real-world scenarios through a full matrix of products, dexterous data stacks, and a comprehensive ecosystem.
Policy Situation
On January 26, the State Administration for Market Regulation (SAMR) of China approved the release of the mandatory national standard "Automotive Steering System—Basic Requirements," effective July 1. The standard clarifies technical requirements and test methods for steering systems, establishing clear safety boundaries for technologies like steer-by-wire, which is significant for guiding the development of China's automotive steering sector.
Recently, the Nanjing government issued its "Several Policies on Accelerating the Cultivation of New Quality Productive Forces and Promoting High-Quality Development (2026 Edition)." The auto industry, a core area of big-ticket consumption, is a priority. Leveraging its status as a pilot city for international consumption and new retail models, Nanjing plans to use auto consumption to drive broader spending. The city has allocated a fiscal budget of 1.155 billion yuan for 2026 to support these initiatives.
