On the afternoon of May 28th, SAIC Motor delivered its 100 millionth vehicle, becoming the first automotive group in China's automotive industry history to surpass a cumulative production and sales volume of 100 million vehicles, marking its birth in Shanghai. The emergence of China's first "100-million-level automaker" is a vivid testament to the Chinese automotive industry's more than 70 years of development from nothing to strength, and an important milestone for "Made in China."

Cailian PressMay 18th, electric news,Kingfa Sci. & Tech.(600143.SH) released an announcement on the record of investor relations activities. The company is a leading enterprise in special engineering plastics in China, with the most complete product portfolio and the largest industrialized scale. Its products have entered the supply chains of many leading industry customers, and the company’s LCP resin has achieved bulk supply to leading customers in AI computing power, new energy and other industries. By the end of 2025, the company had formed an annual production capacity of 39,000 tons of semi-aromatic polyamide, LCP and polyarylethersulfone synthetic resins. Among them, the first phase of the 5,000-ton/year facility of the 15,000-ton/year LCP synthetic resin project and the thousand-ton-scale polyimide project have both been successfully put into operation. At present, in the AI computing power sector, the company has launched ultra-thin halogen-free flame-retardant PPA and high-flow, low-warping LCP materials, meeting the stringent requirements of AI server high-speed connectors for dielectric performance and transmission efficiency. High-strength, low-noise halogen-free flame-retardant PPA, LCP, PES and PEI are widely used in ultra-high-speed cooling fans, providing key material support for the stable operation of AI servers. Transparent thin-wall flame-retardant PCR-PC and PPSU products meet the heat-resistance and environmental compliance requirements of high-temperature components in computing servers, and have already been applied in bulk in the industry.

Asahi KaseiThe released Q4 FY2026 report shows that the parent company’s net profit for the quarter was ¥38.186 billion, an increase of 4.56% year-on-year; total revenue was ¥813.242 billion, up 4.52% year-on-year. The company primarily engages in chemical-related businesses and has seven business divisions. The Chemical Division supplies petrochemical products, functional films, and functional resins. The Textile Division supplies synthetic textiles and nonwoven fabrics. The Housing Division engages in housing development and sales, renovation, and real estate transactions. The Building Materials Division supplies aerated lightweight concrete and high-performance thermal insulation materials. The Electronics Division manufactures and sells electronic materials and electronic components. The Pharmaceuticals and Medical Division supplies pharmaceuticals and medical devices, including artificial kidneys, blood purifiers, leukocyte removal filters, and virus removal filters. In addition, the company is involved in the design, construction, and maintenance of industrial facilities.

Oriental FortuneOn April 15, the company stated on the investor interaction platform that it currently possesses an EVA production capacity of 900,000 tons per year and a POE production capacity of 100,000 tons per year. Both its production scale and product quality rank among the industry’s leaders, enabling it to provide downstream photovoltaic customers with “one-stop” services. It is one of the very few leading domestic enterprises possessing independent R&D capabilities and large-scale production facilities for both core raw materials used in photovoltaic encapsulant films. Furthermore, the company has achieved comprehensive vertical integration across its upstream and downstream industrial chain: supporting production facilities for key raw materials—such as ethylene, vinyl acetate, and high-carbon alpha-olefins—required for EVA and POE manufacturing have all been established, allowing for self-sufficient raw material supply. In recent years, the company’s EVA products have received the “Innovative Chemical New Material” award and the “Second Prize for Scientific and Technological Progress” from the China Petroleum and Chemical Industry Federation. Applications in downstream sectors are linked to the commercialization progress of various downstream photovoltaic enterprises.

According to Cailian News, Li Bin, founder and chairman of NIO, stated that the price increases of memory storage and other raw materials have raised the cost of premium new-energy vehicles by RMB 3,000 to 5,000 per vehicle, totaling nearly RMB 10,000. NIO’s current system can absorb the pressure from these cost increases, and the company currently has no plans to adjust prices.

According to the Shanghai Securities News, on March 11, Tesla China announced that, according to the latest statistics, the Tesla Shanghai Gigafactory’s delivery volume in February 2026 reached 58,600 units, representing a significant year-on-year growth of 91% compared to February 2025. Among these, the Model Y ranked first in domestic passenger vehicle wholesale sales volume for February.

On March 11, BYD Company Limited officially joined the International Automotive Task Force (IATF). BYD Group has become a new member of IATF AISBL.

According to the data from the China Association of Automobile Manufacturers (CAAM), in February, the production and sales of new energy vehicles (NEVs) were 694,000 and 765,000 units respectively, representing year-on-year decreases of 21.8% and 14.2%. The sales of NEVs accounted for 42.4% of the total new car sales.

People’s Financial News, March 11: Tianqi Materials (002709.SZ) stated at its earnings briefing that its customers are primarily leading battery manufacturers, and its product pricing mechanism is relatively stable. Recently, the company’s electrolyte product prices have remained relatively steady; thus, fluctuations in the spot market price of lithium hexafluorophosphate have limited impact on the company overall. Currently, operating rates among industry-leading manufacturers remain high. Going forward, supply-demand dynamics in the market will determine the price trend of lithium hexafluorophosphate, and changes in lithium carbonate costs can be smoothly passed through.

In March 2026, China’s lithium battery industry exhibited a “strong off-season” phenomenon, with production capacity utilization increasing by 11%–22% month-on-month. Rising prices of upstream raw materials such as lithium carbonate drove a broad-based price recovery across the entire industry chain. Looking at the full year, segments including lithium hexafluorophosphate (LiPF6), separators, and copper/aluminum foils possess pricing upside potential; meanwhile, emerging technologies—such as solid-state batteries, sodium-ion batteries, and composite copper foils—are accelerating industrialization. Guojin Securities (600109) recommends focusing on segments with pricing power and industry leaders in solid-state battery technology.

Recently, Dongfeng Motor Corporation and Yangtze Industry Group signed the "Strategic Procurement Cooperation Framework Agreement." This signing marks the upgrade of cooperation between both parties from "supporting supply" to "strategic synergy." According to the agreement, both parties will deepen joint investment and collaborative development in core areas such as the three-electric system, thermal management, and lightweight chassis, jointly building an autonomous, controllable, safe, and efficient new supply chain ecosystem.

Jiayin Securities released a report stating that with BYD's (01211) overseas sales ratio continuously increasing by 2026, the group's profit margin is expected to further improve. The report maintains the "Buy" rating and a target price of 133 Hong Kong dollars. BYD continues to make breakthroughs in pure electric vehicle technology, which is expected to boost the penetration rate of new energy vehicles. Despite sales pressure in the domestic market, its overseas business is showing strong growth, with notable performance in Southeast Asia, Latin America, and Europe. In February 2026, BYD's overseas sales increased by 41.4% year-on-year to 100,100 units, with the overseas sales ratio breaking through 50% for the first time.

The 15th Five-Year Plan period is a critical stage for China’s green transition.Huicheng Environmental Protection(104.480, 8.38, 8.72%)We have deeply engaged in the field of solid waste resource utilization and circular economy, adhering to the principle of “extracting resources from waste.” We have successfully established an efficient conversion pathway transforming low-value mixed waste plastics into high-value chemical feedstocks and green new materials. It is recommended to strengthen top-level institutional design and accelerate the construction of a recycling system for low-value waste plastics, promoting the transition of waste plastic management from a “linear” to a “circular” model. Technological leadership should be reinforced by incorporating key technologies—such as chemical recycling of waste plastics—into national science and technology programs. Aligned with the “Zero-Waste City” initiative, we aim to build a full-industry-chain closed loop covering “waste plastic collection → high-value utilization → green chemical new materials.” Furthermore, we encourage the development of a collaborative industrial ecosystem centered on leading enterprises, integrating technological R&D, advanced manufacturing, and financial capital, to jointly establish a replicable and scalable model for high-value utilization of waste plastics. This will support leading enterprises in promoting Chinese green technologies and solutions globally.

According to sources familiar with the matter, Li Chuangqi, former head of Xiaomi’s wearable devices business, has secretly launched a startup focused on vehicle-integrated photovoltaic (PV) technology, which will collaborate with Xiaomi. As for why he chose the vehicle-integrated PV sector, insiders cited two main reasons. First, it helps circumvent non-compete agreements—a precedent exists, such as Wang Teng, former General Manager of Xiaomi’s China Region Marketing Department and General Manager of the Redmi brand, who, after leaving Xiaomi, entered the health and sleep sector, an industry unrelated to smartphones. Second, Li Chuangqi personally sees substantial value and integration potential in the vehicle-integrated PV market. Industry expert Yan Jun stated: “Once the technology matures, the integration of photovoltaics into vehicle bodies will become a critical component of automotive engineering—characterized by high barriers to entry and difficulty in replication, thereby representing a significant incremental market.”

At the 2026 National Two Sessions, He Xiaopeng, the 14th National People's Congress representative and Chairman and CEO of Xpeng Motors, brought several proposals. He Xiaopeng pointed out that the autonomous driving industry is a key track for nurturing new productivity and promoting the transformation and upgrading of the automotive industry. With the deep application of large models and high computing power, autonomous driving technology is accelerating from the era of software-defined functions to the era of AI-driven intelligence. At the same time, the United Nations and the United States are accelerating the implementation of regulations and mass production deployment bills for L3 and above autonomous driving. China has a first-mover advantage in the development and application of combined assisted driving (L2 level) and has been steadily advancing the access and road passage pilot work for intelligent connected vehicles. It is suggested to promote the policy and regulatory system to make the leap from L2 to L4, to facilitate rapid technological iteration and large-scale commercialization, and to transform China's accumulated advantages in the L2 field into a competitive edge in the L4 autonomous driving era.

According to The Paper, the fourth session of the 14th National Committee of the Chinese People’s Political Consultative Conference (CPPCC) opened in Beijing on the afternoon of March 4. Li Shufu, a national CPPCC member and Chairman of Geely Auto, stated in an interview that the new energy vehicle industry should avoid “involutionary” competition and pursue connotative development.

On March 4, Hyper announced that the Hyper A800 will be equipped with Huawei’s new Qiankun dual-optical-path image-grade LiDAR. Additionally, the vehicle will feature Huawei’s Qiankun Intelligent Driving ADS 4.1 and HarmonyOS Cockpit 5.

On March 4, Yu Chengdong, Executive Director of Huawei, Chairman of the Product Investment Review Committee, and Chairman of the Terminal Business Group, announced that the Luxgen S800 has remained the top-selling luxury car in the million-yuan category for five consecutive months, with cumulative deliveries exceeding 15,000 units nine months after its launch.

On March 4, Huawei officially launched its dual-optical-path, image-grade 896-line LiDAR. Wang Hui, Chairman of Avatr Technology, announced that the new Avatr 12 will be the first vehicle to be delivered with Huawei’s latest 896-line LiDAR. Meanwhile, the new Avatr 12 will open for pre-orders on March 20.

According to Yicai, BYD will unveil its second-generation Blade Battery and flash charging technology on March 5. In 2020, BYD launched the first-generation Blade Battery, propelling the company into a period of rapid business growth. With news of the second-generation Blade Battery emerging, it remains to be seen whether BYD can once again achieve a technological first-mover advantage.