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CHINA IMPACT中国势力

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Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力✓ 17 src

BYD Shark PHEV Launches in UK at $63,000 with 56-Mile EV Range比亚迪Shark PHEV皮卡英国上市,$63000起售,纯电续航超越Ford Ranger

  1. BYD launched the Shark, its first pickup truck in the UK and Europe, priced from $63,000 with 56 miles of pure-electric range powered by Super Hybrid DMO plug-in powertrain.
  2. The Shark features dual electric motors delivering 430 hp and 479 lb-ft of torque; BYD's EVP Stella Li noted the PHEV pickup market in Europe is "expanding rapidly."
  3. The vehicle is already available in Mexico, Brazil, Australia, Chile, Peru and other markets, marking BYD's strategic entry into the UK and European pickup segment.
  1. 比亚迪在英国和欧洲推出首款皮卡Shark,售价约$63000,采用超混动力系统提供56英里纯电续航。
  2. Shark搭载前后双电机,综合功率430马力、扭矩650牛米,比亚迪执行副总裁李茜表示PHEV皮卡市场"增速迅速"。
  3. Shark已在墨西哥、巴西、澳大利亚、智利、秘鲁等地销售,此次英欧上市标志着比亚迪进军欧洲皮卡市场。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力✓ 2 src

Chery's H1 2026 NEV Sales Hit 475K Units, Commits to 25 Green Factories by 2030奇瑞H1新能源销47.5万辆创纪录,承诺2030年达25座绿色工厂

  1. Chery Group's new energy vehicle sales reached 475,238 units in H1 2026, up 32.3% year-on-year, with June delivering 113,583 units (up 58.7%) marking the third consecutive month exceeding 100,000 units.
  2. The company unveiled a carbon-reduction lifecycle framework featuring 100% recycled aluminum die-casting (reducing emissions 80% vs. virgin aluminum), 52.77% renewable energy in manufacturing, and seven green factories with plans to reach 25 by 2030.
  3. 'Rhino' battery cells achieved 400 Wh/kg energy density targeting 600 Wh/kg, enabling 1,500-kilometer range and 5,000-cycle longevity; overseas NEV shipments surged 164.9% in H1, with European sales up 458.62% year-on-year to 68,949 units.
  1. 奇瑞新能源汽车H1销量达47.5万辆,同比增长32.3%,6月销售13.4万辆同比增58.7%,创连续3月破10万辆纪录。
  2. 推出全生命周期碳减排框架,包括100%回收铝压铸(相比原铝减排80%)、可再生能源占比52.77%、从7座绿色工厂计划扩至2030年25座。
  3. '犀牛'电池已实现400 Wh/kg能量密度(瞄准600 Wh/kg),搭载车型续航1500km、循环寿命5000次;海外新能源出口增长164.9%,欧洲销售同比增458.62%至6.9万辆。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电single source单源

BYD rolls off 17 millionth NEV, with new Seal 08 as milestone model比亚迪第1700万辆新能源车下线,新车Seal 08成里程碑车型

  1. BYD produced its 17 millionth NEV on July 8, 2026, with the milestone vehicle being the newly launched Seal 08 flagship sedan from the Ocean lineup, which debuted July 2, 2026 at a starting price of 196,900 yuan ($28,950).
  2. The milestone came just 82 days after BYD's 16 millionth NEV rolled off the line on April 17, 2026, when the second-generation Denza D9 MPV took the milestone spot.
  3. By comparison, the previous million-unit interval took about 120 days, indicating BYD (HKEX: 1211) is accelerating its production cadence between successive NEV milestones.
  1. 比亚迪于2026年7月8日迎来第1700万辆新能源汽车下线,里程碑车型为海洋系列旗舰轿车Seal 08,该车于7月2日刚上市,起售价19.69万元(约2.895万美元)。
  2. 此次里程碑距离2026年4月17日达成的第1600万辆下线仅82天,当时的里程碑车型为第二代腾势D9 MPV。
  3. 相比之下,此前百万辆级里程碑间隔约120天,表明比亚迪(港股:1211)新能源车型下线节奏正在加快。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电single source单源

Nio Hits 150,000 Shanghai Deliveries as 2026 Market Leader蔚来上海15万辆交付,2026年市场占有率第一

  1. Nio Inc reached 150,000 cumulative vehicle deliveries in Shanghai on July 8, 2026, through a group delivery involving its Nio, Onvo, and Firefly brands at the Nanxiang delivery center.
  2. As of end of June 2026, Nio delivered 1.19 million vehicles in China with Shanghai accounting for over 10%; Nio ranked first in Shanghai's overall passenger vehicle market from January to May 2026 with 16,582 units across all energy types and price ranges.
  3. The ES9 premium SUV launched May 27 at 498,000 yuan (or 390,000 yuan with battery-as-a-service), surpassing 10,000 deliveries in 30 days and setting a record for fastest deliveries among premium all-electric models in China's 500,000-yuan segment.
  1. 蔚来在2026年7月8日达成上海累计交付15万辆的里程碑,通过蔚来、昂沃、火花三个品牌在南翔交付中心完成的集团交付活动实现。
  2. 截至2026年6月底,蔚来在中国累计交付119万辆,其中上海占超10%;2026年1月至5月蔚来在上海乘用车市场总体排名第一,零售销售16,582辆,不分能源类型、车型或价格。
  3. ES9旗舰SUV于5月27日上市,起价49.8万元(电池租赁服务模式下39万元),上市30天内交付突破1万辆,创中国50万元级纯电动车型最快交付纪录。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

Leapmotor Opens Pre-Orders for Refreshed B01 Sedan, B10 SUV with 800V Architecture零跑开启B01轿车、B10 SUV升级版预订,搭载800V高压架构

  1. On July 8 (Wednesday), Leapmotor (HKEX: 9863) opened China pre-orders for refreshed versions of its B01 sedan and B10 SUV, letting customers secure three limited-time benefits with a 99 yuan ($15) deposit: 10,000 exclusive energy points, a complimentary new exterior color, and priority access to preview test drives.
  2. Both refreshed models will be built on an 800-volt high-voltage architecture, per Leapmotor's Weibo announcement.
  3. The B-series refresh extends the update cadence already applied to Leapmotor's C-series, part of a broader product blitz aimed at supporting the company's target of delivering 1 million vehicles in 2026.
  1. 月8日(周三),零跑汽车(HKEX:9863)在中国开启B01轿车与B10 SUV升级版预订,用户支付99元(约15美元)订金即可享三项限时权益:1万点专属能量积分、免费选装新车色,以及优先试驾权。
  2. 据零跑官方微博公告,两款升级车型均将搭载800伏高压架构。
  3. 此次B系列改款延续了此前C系列的更新节奏,是零跑密集产品更新计划的一部分,旨在支撑其2026年交付100万辆的目标。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

GAC Leads Brazil EV Charging Expansion with GreenV, 99 Partnership广汽国际联合 GreenV 和 99,计划到 2030 年在巴西部署 242 个快充站

  1. GAC Energy, GAC International, Brazilian charging operator GreenV, and mobility platform 99 announced a strategic partnership to accelerate Brazil's EV charging infrastructure deployment.
  2. The quartet aims to roll out 242 fast-charging stations (60kW and 120kW) by 2030, addressing Brazil's critical charging bottleneck where 395,000 plug-in vehicles share only 21,060 stations (18.7:1 car-to-charger ratio).
  3. GAC will supply high-quality EVs and technical solutions, GreenV will leverage its 15,000+ existing stations for platform investment and operations, while 99 will use mobility incentives to drive consumer electrification adoption.
  1. GAC Energy、GAC International 与巴西充电运营商 GreenV 及移动平台 99 宣布战略合作,加快巴西电动汽车充电网络建设。
  2. 四方计划到 2030 年部署 242 个快充站(60kW 和 120kW),解决巴西严重的充电瓶颈——395,000 辆插电式汽车仅有 21,060 个充电站,车桩比高达 18.7:1。
  3. GAC International 提供高质量电动汽车,GAC Energy 供应硬件和技术解决方案,GreenV 利用其 15,000+ 个现有充电站进行平台投资和运营管理,99 通过移动激励引导司机向电气化转向。
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Momenta prices Hong Kong IPO at top end, targets $751MMomenta香港IPO定价顶端,融资7.51亿美元

  1. Chinese robotaxi firm Momenta priced its Hong Kong IPO at the top end of the range, targeting $751 million in proceeds.
  2. The IPO pricing strategy employed top-end valuation in the Hong Kong market.
  3. Momenta's fundraising action advances commercial development in the autonomous driving sector.
  1. 中国自动驾驶公司Momenta将香港IPO定价在区间顶端,融资目标7.51亿美元。
  2. 本次IPO采用顶端定价,上市地点为香港。
  3. Momenta融资推进自动驾驶领域的商业化发展。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

BYD Seal 08 Electric Sedan Hits 65,000 Orders in 30 Hours比亚迪 Seal 08 新能源车30小时锁定6.5万订单

  1. BYD's flagship electric sedan Seal 08 received 65,000 locked-in orders within 30 hours of launching on June 2 in China, comprising 40,000 blind orders from June 12 plus over 25,000 after the official sale began.
  2. Priced under $30,000, the Seal 08 features a dual-motor setup delivering 683 hp (510 kW) with 0-100 km/h acceleration in 3.3 seconds; the pure-electric version accounted for over 65% of orders, with buyers favoring the all-wheel-drive configuration.
  3. BYD launched the Seal 08 on June 2 with pure-electric and plug-in-hybrid powertrains available across six variants, part of the company's rapid expansion of its electric vehicle lineup.
  1. 比亚迪旗舰电动轿车 Seal 08 于6月2日在中国上市后30小时内锁定6.5万个订单,包括6月12日以来的4万个盲订和上市后超2.5万个订单。
  2. 该车型在华售价低于3万美元,搭载双电机总输出683马力(510千瓦),0-100公里加速仅3.3秒,纯电动版本占订单比例超65%,消费者偏好全轮驱动配置。
  3. 比亚迪于6月2日推出 Seal 08,提供纯电动和插电混动两种动力总成,覆盖六个版本,符合公司近期电动车产品线的快速扩张战略。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电single source单源

Nio Average Selling Price Hits $65,300 in June as ES9 Flagship Drives Premium Surge蔚来6月均价升至44.3万元,ES9旗舰驱动高端市场突破

  1. Nio brand's average transaction price reached 443,000 yuan ($65,300) in June, driven by deliveries of the ES9 flagship SUV which starts at 498,000 yuan.
  2. The ES9 surpassed 10,000 deliveries in approximately 30 days from its May 28 launch, setting the fastest delivery record for premium all-electric models.
  3. The price is well above China's overall passenger vehicle market average, with Nio also beginning deliveries of the six-seat ES9 variant and preparing the five-seat ES8 launch for July 9.
  1. 蔚来品牌6月平均交易价格达43.3万元(美金65,300元),由起价49.8万元的旗舰SUV ES9的交付驱动。
  2. ES9自5月28日开始交付,约30天内交付量超过1万台,创造了高端纯电动车型交付速度纪录。
  3. 该均价远超中国乘用车市场整体水平,蔚来已开始交付六座通道版ES9,并将于7月9日推出五座版本ES8。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

Amazon Slashes Prices on Autel EV Charger, Anker Power Station亚马逊降价 Autel EV 充电器和 Anker 电源站

  1. Amazon is offering significant discounts on Autel's MaxiCharger AC Pro level 2 EV charger, Anker's SOLIX S2000 power station, and Worx's Landroid robot mower on July 6, 2026.
  2. The Anker SOLIX S2000 is discounted nearly 50% from $1,199 to $599.99, the Worx mower sees a $410+ reduction, and the Autel charger is priced at $909.
  3. These deals are part of ongoing Amazon promotional activity, with the Anker power station price matching close to Prime Day promotional pricing.
  1. 亚马逊在 2026 年 7 月 6 日推出 Autel MaxiCharger AC Pro level 2 EV 充电器、Anker SOLIX S2000 电源站和 Worx Landroid 割草机的大幅降价促销。
  2. Anker SOLIX S2000 从 $1,199 降至 $599.99(约 50% 折扣),Worx 割草机降价超过 $410,Autel 充电器价格为 $909。
  3. 这些促销是亚马逊正在进行的活动的一部分,Anker 电源站价格接近官方 Prime Day 促销价格。
Industry Moves行业动向 Supply Chain供应链China Impact中国势力single source单源

Chery inaugurates South African plant acquired from Nissan, shifts to local manufacturing奇瑞启动南非罗斯林工厂,完成日产收购实现本地生产

  1. Chery officially inaugurated its Rosslyn plant in Pretoria, South Africa on July 3, 2026, marking its transition from importer to local manufacturer after acquiring the facility from Nissan in January 2026.
  2. The plant will begin production in mid-2027 with an annual capacity of 50,000 units on a single shift, while retaining all 692 existing employees and creating approximately 3,000 supply chain jobs.
  3. Chery has launched a localization program targeting 40% local content by 2028, with the originally 1963-built facility now undergoing comprehensive upgrades.
  1. 奇瑞于2026年7月3日在南非行政首都比勒陀利亚的罗斯林工厂举行开幕式,完成从进口商向本地制造商的转变,该工厂于2026年1月从日产收购。
  2. 工厂将于2027年中期开始生产,单班制年产能达50,000台,保留全部692名现有员工并预计创造约3,000个供应链就业机会。
  3. 奇瑞推出本地化计划,目标2028年实现40%本地化率,原建于1963年的工厂正进行全面升级。
Regulation & Standards政策与标准 China Impact中国势力EV & Charging电动化与充电single source单源

China Phases Out Vehicle Tax Exemptions for Some NEVs Starting 2027中国2027年起取消部分新能源汽车车船税豁免

  1. China will scrap vehicle tax exemptions for plug-in hybrid vehicles, battery electric commercial vehicles, and fuel cell commercial vehicles from January 1, 2027.
  2. Battery electric passenger cars and fuel cell passenger cars remain exempt from taxation as they lack engine displacement and fall outside the tax law's scope.
  3. The policy adjustment reflects the government's decision to scale back NEV tax incentives as market penetration reaches record highs, with the halved-tax policy for energy-saving vehicles also being canceled.
  1. 中国将从2027年1月1日起取消插电式混合动力车、纯电动商用车和燃料电池商用车的车船税豁免。
  2. 纯电动乘用车和燃料电池乘用车因无发动机排量而保持免税,不在此次调整范围内。
  3. 这一举措反映了政府在新能源汽车渗透率创新高的背景下缩减税收扶持的决策,节能汽车的车船税减半政策也同时取消。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

Xpeng, Nio CEOs Align on 90% China NEV Penetration by 2030小鹏、蔚来领导人达成共识:2030年中国新能源车渗透率超90%

  1. On July 2, 2026, Xpeng CEO He Xiaopeng projected that China's NEV penetration will exceed 90% by 2030, aligning with Nio founder William Li's forecast from June 26 at the 2026 Nio Partner Day.
  2. He Xiaopeng noted that in 2014-2015 almost no one believed NEVs could reach close to 60% of monthly new-car sales, illustrating the sector's dramatic acceleration.
  3. He Xiaopeng believes the next decade's automotive transformation will center on AI-automobile integration, with each car becoming a "robot on four wheels" and gaining a "soul".
  1. 月2日,小鹏CEO何小鹏预测中国新能源车渗透率到2030年将超过90%,与蔚来创始人李斌在6月26日蔚来合作伙伴大会上提出的预测一致。
  2. 何小鹏指出2014-2015年几乎没人相信新能源车能占到月度新车销量的60%左右,反映了行业转型之迅速。
  3. 何小鹏认为新十年汽车产业变革的核心是AI与汽车融合,每辆车都应成为"四轮机器人",并获得"灵魂"。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

China's NEV Retail Sales Fall 7% YoY in June Despite May Rebound中国6月新能源车零售销量同比下跌7%,环比反弹但年度累计仍下滑

  1. China's NEV retail sales totaled 1,037,000 units in June, declining 7% year-on-year despite recovering 9% month-on-month from May.
  2. The NEV retail penetration rate reached 62.8%, but cumulative sales for the year stood at 4,734,000 units, down 13% compared to the same period in 2025.
  3. Wholesale NEV sales surged 22% year-on-year to 1,506,000 units in June, though overall passenger vehicle retail sales fell 21% year-on-year, signaling continued broad market weakness.
  1. 中国6月新能源汽车零售销量为1,037,000辆,同比下降7%,但环比增长9%。
  2. 新能源汽车零售渗透率达到62.8%,今年累计销量为4,734,000辆,同比下降13%。
  3. 新能源汽车批发销量6月同比增长22%至1,506,000辆,但整体乘用车零售销量同比下跌21%,反映市场整体疲弱。
Industry Moves行业动向 China Impact中国势力Supply Chain供应链single source单源

Xpeng Lifts GX Output 10% in July, Targets Top-Three Segment Slot by Q4小鹏7月提升GX产量10%,Q4力争进入豪华SUV前三名

  1. Xpeng announced Friday it will increase GX SUV output by 10% in July, with CEO He Xiaopeng stating the model targets entry into the premium SUV segment's top three by the fourth quarter.
  2. The GX delivered 6,739 units in June and reached the 10,000-unit production milestone on July 1, following its May 20 launch at a starting price of 269,800 yuan that generated 24,000 firm orders within 12 hours.
  3. The GX ramp-up contributed to Xpeng's June deliveries reaching 40,126 vehicles (a 15.93% year-on-year increase and monthly record for 2026).
  1. 小鹏汽车周五宣布7月提升旗舰GX SUV产量10%,CEO何小鹏表示该车型力争第四季度进入高端SUV细分市场前三名。
  2. GX在首个完整销售月6月交付6,739辆,7月1日实现第10,000台车下线,该车5月20日上市首12小时订单超24,000台,起价269,800元。
  3. GX产能提升拉动小鹏6月总交付量达40,126台(同比增长15.93%、创2026年月度新高)。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电✓ 4 src

XPeng Delivers 103,295 Vehicles in Q2 2026, Debuts MONA L03小鹏汽车Q2交付10.3万辆,7月发布MONA L03

  1. XPeng delivered 103,295 vehicles in the second quarter of 2026, with June shipments reaching 40,126 units.
  2. The GX model had 6,739 deliveries in June, with the model's 10,000th unit rolling off the production line on July 1, 2026; XPeng will debut the MONA L03 in China on July 2, 2026, with presale commencing the same day and global launch to follow.
  3. First-half 2026 EV deliveries are projected to reduce lifecycle greenhouse gas emissions by more than 2.66 million tons compared to internal combustion engine vehicles, equivalent to the carbon absorption of 43.92 million young trees over 10 years.
  1. 小鹏汽车2026年第二季度交付103,295辆,6月单月交付40,126辆。
  2. GX车型6月交付6,739辆,该车型的第10,000辆于2026年7月1日下线;公司计划7月2日在中国发布MONA L03并启动预售,随后全球上市。
  3. 年上半年交付的电动车预计相比燃油车减少生命周期温室气体排放266万余吨,相当于4,392万棵树10年的碳吸收量。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

BYD Launches Seal 08 with Flash Charging as Standard on All Trims比亚迪Seal 08上市,全系标配闪充

  1. BYD launched the Seal 08 sedan on Thursday as its first model to offer flash charging as standard across both plug-in hybrid and all-electric versions.
  2. The model starts at 196,900 yuan ($29,030) and comes in six variants: three PHEV trims with up to 400 km range and three BEV trims with up to 905 km CLTC range, all equipped with the second-generation Blade Battery.
  3. The Seal 08 is the flagship sedan of BYD's Ocean lineup and a key expansion into the premium market in 2026; BYD will provide 12 months of free flash charging for new buyers.
  1. 比亚迪于周四推出Seal 08轿车,成为其首款在插电混动和纯电版本全系标配闪充的车型。
  2. 该车起价196,900元(约29,030美元),共6个版本:3款插电混动版续航最高400公里,3款纯电版续航最高905公里,均搭载比亚迪第二代刀片电池。
  3. Seal 08是Ocean系列旗舰轿车,代表比亚迪向高端市场的重要布局;新车购买者将获得12个月免费闪充服务。
Org & Talent组织与人才 ADAS & AD智能驾驶China Impact中国势力single source单源

Li Auto Restructures Product Department Into R&D to Accelerate Decisions理想汽车重组产品部并入研发部,加快产品决策

  1. Li Auto is restructuring by splitting key product department functions and merging them into its R&D division to accelerate product decision-making amid fierce competition.
  2. The EV definition team will move to the vehicle R&D division led by Liu Liguo, while the autonomous driving end-product team merges into the foundation model R&D team led by Zhan Kun.
  3. Some experience-related product personnel will join the product line division led by Liu Jie, affecting core areas including EV, spatial intelligence, and autonomous driving previously under product head Fan Haoyu.
  1. 理想汽车宣布重组产品部,将核心职能分离并入研发部门,以加快在激烈竞争中的产品决策。
  2. 电动汽车定义团队将并入刘立国领导的车辆研发部门,自动驾驶终端产品团队并入詹昆领导的基础模型研发团队。
  3. 部分具有相关经验的产品人员将加入刘杰领导的产品线部门,调整涉及范浩宇之前负责的电动汽车、空间智能和自动驾驶等核心领域。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

BYD Outsells Tesla in Q2 2026 BEVs as US Maker Rebounds 25% YoY比亚迪二季度电动车销量再超特斯拉,后者同比增长25%

  1. BYD outsold Tesla in Q2 2026 BEV sales with 557,090 units compared to Tesla's 480,126 deliveries, extending its lead in battery electric vehicles.
  2. Tesla's 480,126 global deliveries marked a 25% year-over-year increase that far exceeded analyst expectations, while BYD's Q2 sales declined 8.22% year-over-year.
  3. BYD's Q2 rebound was significant at 79.48% growth from Q1 2026's 310,389 units, demonstrating strong sequential recovery despite annual softness.
  1. 比亚迪以557,090辆电动车销量在2026年第二季度再次超越特斯拉的480,126辆,延续其在电池电动车市场的领先地位。
  2. 特斯拉全球交付48.01万辆,同比增长25%,远超分析师预期,而比亚迪Q2销量同比下降8.22%。
  3. 比亚迪Q2从Q1的31.04万辆反弹79.48%,展现出强劲的环比增长,尽管同比表现有所承压。
Industry Moves行业动向 China Impact中国势力single source单源

Tesla's China deliveries fall below 30% of global total for first time since late 2020Tesla中国交付份额创新低,Q2首次跌破30%至26.28%

  1. Tesla delivered 126,157 vehicles in China during Q2 2026, representing just 26.28% of its global deliveries—the first time China's share has fallen below 30% since late 2020.
  2. Chinese deliveries declined 2.05% year-on-year, while the Shanghai plant exported 128,394 vehicles, exceeding domestic China sales for the first time in a single quarter.
  3. The decline reflects weakness in the world's largest electric vehicle market, with Tesla's Chinese sales contribution to global deliveries declining significantly.
  1. Tesla在2026年第二季度在中国交付了126,157辆,仅占全球交付的26.28%,这是自2020年末以来中国份额首次跌破30%。
  2. 中国交付量同比下降2.05%,上海工厂出口128,394辆,历史上首次在单季度内超过国内交付量。
  3. 这一下滑反映出全球最大电动车市场的整体疲软,Tesla中国销售对全球交付的贡献大幅下降。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

Huawei HIMA Posts First YoY Delivery Decline in June Amid Recovery Signals华为 HIMA 6 月交付同比下滑,一年来首次负增长

  1. Huawei-backed HIMA delivered 50,624 vehicles in June 2026, down 3.73% year-on-year, marking its first YoY decline since May 2025.
  2. June deliveries rose 9.76% month-on-month, continuing a three-month sequential growth streak following April and May gains of 23.17% and 40.79% respectively.
  3. HIMA accumulated 242,229 units in the first half of 2026 with 18.74% YoY growth, and cumulative lifetime deliveries exceeded 1.43 million units, setting the fastest-pace record among China's emerging automotive brands.
  1. 华为支持的 HIMA 6 月交付 50,624 辆,同比下降 3.73%,自 2025 年 5 月以来首次出现同比下滑。
  2. 月环比增长 9.76%,延续该联盟连续三个月的环比增长态势,4 月和 5 月分别增长 23.17% 和 40.79%。
  3. 上半年 HIMA 累计交付 242,229 辆,同比增长 18.74%,累计交付已超 143 万辆,创中国新兴品牌增速最快纪录。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电single source单源

Leapmotor June Deliveries Jump 95% to 93,376 Units, Setting New Monthly Record零跑六月交付9.3万辆,同比增长95%创月度新高

  1. Leapmotor delivered 93,376 vehicles globally in June 2026, marking a new monthly delivery record.
  2. June deliveries surged 95% year-on-year and 14.47% month-on-month, with first-half cumulative deliveries reaching 356,487 units, up 60.82% year-on-year.
  3. Q2 2026 deliveries totaled 246,332 units (up 83.68% YoY), bringing cumulative global deliveries to 1,552,590 units by end of June.
  1. 零跑2026年6月全球交付93,376辆,创月度交付新高。
  2. 月同比增长95%(相比2025年6月48,006辆),环比增长14.47%(相比5月81,569辆)。
  3. 上半年累计交付356,487辆(同比增长60.82%),第二季度交付246,332辆(同比增长83.68%),截至6月底累计全球交付达155.2万辆。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电single source单源

Nio's June deliveries hit yearly high but Q2 misses guidance蔚来6月交付创纪录,Q2未达预期指引

  1. Nio delivered 40,597 vehicles in June 2026, setting a new monthly record for the year with 62.88% year-on-year growth.
  2. The company's Q2 total deliveries reached 107,658 units, falling short of its prior guidance range of 110,000-115,000 units.
  3. Despite missing guidance, Q2 deliveries showed 49.41% year-on-year growth, reflecting solid sales momentum from the company's multi-brand strategy.
  1. 蔚来2026年6月交付40,597辆,创该年月度新高,同比增长62.88%。
  2. 公司Q2总交付107,658辆,未达之前指引的110,000-115,000辆区间下限。
  3. 尽管未达指引,Q2交付仍实现同比增长49.41%,显示多品牌战略推动的销售势头保持稳健。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

Xiaomi EV Maintains 30,000+ Monthly Deliveries, Pushes Toward 550K Target小米EV连续三月超30,000辆交付,冲刺55万台年度目标

  1. Xiaomi EV announced June 2026 deliveries exceeded 30,000 units, marking the third consecutive month above this threshold.
  2. January 2026 deliveries peaked at 39,000+ units; February and March fell to approximately 20,000 due to Spring Festival holiday; Q2 recovery elevated deliveries back above 30,000, supporting the company's 550,000-unit annual target.
  3. The SU7 sedan delivered 24,023 units in May (down 14.24% year-on-year for eight consecutive months), while the YU7 SUV delivered 8,736 units in May, down 11.54% from April.
  1. 小米EV宣布6月交付超30,000辆,这是连续第三个月超过该门槛。
  2. 月交付峰值超39,000辆;2月和3月因春节假期下降至约20,000辆;二季度回升至30,000+,支持公司55万辆年度目标。
  3. SU7轿车5月交付24,023辆(同比下降14.24%,连续八个月同比下滑),YU7 SUV 5月交付8,736辆,环比下跌11.54%。
Industry Moves行业动向 China Impact中国势力ADAS & AD智能驾驶single source单源

Xpeng June Deliveries Rise to 2026 High on GX SUV Growth小鹏6月交付创年内新高,GX SUV产量驱动增长

  1. Xpeng delivered 40,126 vehicles in June 2026, a 15.93% year-on-year increase and the company's highest monthly figure for the year.
  2. June deliveries marked a 24.78% monthly gain from May and ended five consecutive months of year-on-year declines, signaling a sales recovery.
  3. The GX SUV contributed 6,739 units in June and achieved its 10,000th vehicle milestone, while Q2 total deliveries reached 103,295 units within the company's 100,000-106,000 unit guidance range.
  1. 小鹏汽车6月交付40,126辆,同比增长15.93%,创2026年度新高。
  2. 月环比增长24.78%,结束连续五个月的同比下滑,标志着销售出现明显恢复。
  3. GX SUV贡献6月销量6,739辆并完成第10,000辆下线,第二季度总交付量103,295辆位于10-10.6万辆指引区间内。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电single source单源

Zeekr Delivers Record 35,169 Vehicles in June, Third Consecutive Month极氪 6 月创纪录交付 35,169 辆,连续三月刷新

  1. Zeekr, Geely Auto's premium EV brand, delivered 35,169 vehicles in June 2026, marking its third consecutive month of record deliveries.
  2. June deliveries surged 110.57% year-on-year and 2.30% month-on-month, with H1 cumulative sales reaching 178,370 units, up 96.57% compared to the same period last year.
  3. Zeekr's total cumulative deliveries reached 821,259 units as of end-June, with the Zeekr 9X plug-in hybrid luxury SUV flagship model surpassing approximately 60,000 units in cumulative sales.
  1. 吉利旗下豪华电动车品牌极氪在 2026 年 6 月交付 35,169 辆,创造连续第三个月刷新纪录。
  2. 月交付同比增长 110.57%、环比增长 2.30%,上半年累计交付 178,370 辆,同比增速达 96.57%。
  3. 截至 6 月底,极氪品牌累计交付达 821,259 辆,旗舰 PHEV 豪华 SUV 极氪 9X 累计交付约 60,000 辆。
Regulation & Standards政策与标准 ADAS & AD智能驾驶China Impact中国势力single source单源

UN Approves First Global Autonomous Vehicle Regulations联合国批准全球首套自动驾驶统一标准

  1. The UN's World Forum for Harmonization of Vehicle Regulations approved the first global framework for fully autonomous driving systems, backed by the US, China, EU, Japan, UK, and Canada.
  2. The standards require manufacturers to implement audited, lifecycle-wide safety management systems, establish testing environments including virtual toolchains meeting strict credibility criteria, and provide structured evidence that automated driving matches or exceeds competent human driver performance.
  3. Vehicles must implement continuous in-service monitoring and reporting systems while recording safety-relevant automated driving data throughout their operational life.
  1. 联合国车辆标准论坛批准了全球首套自动驾驶统一规范,得到美国、中国、欧盟、日本、英国和加拿大支持。
  2. 新标准要求制造商建立全生命周期审计的安全管理体系,创建包括虚拟仿真工具链的测试环境,并提供结构化证据证明自动驾驶性能不低于合格人类驾驶员。
  3. 车辆必须实施持续的在役监控和数据汇报系统,在整个运营生命周期内记录安全相关的自动驾驶数据。
Research & IP研究与专利 AIAIChina Impact中国势力single source单源

SciIR: Large-Scale Scientific Image Dataset Released; Qwen Model Achieves 43% AccuracySciIR:大规模科学图像数据集发布,Qwen模型精度达43%

  1. Researchers introduced SciIR (Scientific Image Reasoning), a comprehensive framework including an 82,000+ image-text pair dataset and evaluation benchmark designed to improve scientific image generation capabilities in text-to-image models.
  2. The SciIR-82k dataset is organized according to Peirce's Semiotic Triad—Entity Structure (Icon), Scientific Process (Index), and Scientific Law (Symbol)—with Chain-of-Thought annotations to capture underlying visual logic.
  3. The Qwen-Image-SciIR model fine-tuned on SciIR-82k achieved 43% on SciIR-Bench, a substantial improvement from the baseline 35%, addressing current models' deficiencies in scientific reasoning capabilities.
  1. 研究人员推出SciIR(科学图像推理)框架,包含超8万对高质量图文对数据集和评测基准,旨在改进文本生成图像模型的科学图像生成能力。
  2. SciIR-82k数据集按照皮尔士符号学三角形——实体结构(图标)、科学过程(指标)、科学规律(符号)——进行组织,附带推理链注释以捕捉潜在的视觉逻辑。
  3. Qwen-Image-SciIR模型在SciIR-82k上微调后,在SciIR-Bench上得分达43%,相比基线的35%实现了显著提升,解决了现有模型在科学推理能力上的不足。
Industry Moves行业动向 ADAS & AD智能驾驶China Impact中国势力single source单源

BYD Pledges Full Coverage for God's Eye ADAS Crashes, Shifting Liability to Automaker比亚迪推God's Eye系统,承诺覆盖事故费用,将责任转移至车企

  1. BYD announced its God's Eye urban pilot and parking systems at a May 28 intelligence strategy event, pledging to cover all at-fault accident costs with no payout cap, no additional insurance, and no premium increases.
  2. God's Eye B costs 12,000 yuan ($1,800 USD)—roughly one-fifth of Tesla's FSD China pricing at 64,000 yuan ($9,400 USD)—while BYD's new Xuanji A3 chip (4nm, supports L3/L4) delivers over 2,100 TOPS and is already in mass production.
  3. BYD is the only automaker with full-process chip capability from design through wafer manufacturing; shifting crash liability from drivers to the automaker represents a novel trust-building mechanism that sets industry-wide consequences behind marketing claims.
  1. 比亚迪在5月28日智能驾驶战略发布会上推出God's Eye城市试驾和停车系统,承诺承担该系统工作期间所有责任事故费用,无赔付上限、无需额外保险、不影响车主保费。
  2. God's Eye B定价12,000元(约1,800美元),仅为特斯拉FSD中国定价(64,000元/9,400美元)的五分之一;比亚迪同时发布Xuanji A3芯片(4nm工艺、支持L3/L4),性能超2,100 TOPS并已量产。
  3. 比亚迪成为唯一拥有芯片全流程能力的车企(设计至晶圆制造),将事故责任从驾驶者转移至车企的举措是业界首创的信任机制,打破了大多数车企只做营销而不承担失败后果的模式。