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EV & CHARGING电动化与充电

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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 ADAS & AD智能驾驶EV & Charging电动化与充电single source单源

MG 07 Coupe Debuts Momenta's World Model and Semi-Solid Battery at $22,000名爵MG 07发布:Momenta世界模型+半固态电池实现L2++自动驾驶

  1. SAIC's MG brand announced the MG 07, a premium electric coupe, with pre-sales opening on July 29, 2026 in China.
  2. The vehicle features a semi-solid-state battery with 610 km range, priced at $22,000, integrating Momenta's R7 World Model with L2 to L2++ autonomous driving capabilities and LiDAR.
  3. This is MG's third semi-solid-state battery vehicle, part of Momenta's push to formally open the Physical AI era for young premium buyers.
  1. 名爵推出MG 07高端电动跑车,预售将于2026年7月29日在中国开启。
  2. 该车采用半固态电池续航610公里,售价约2.2万美元,搭载Momenta R7世界模型和L2至L2++级自动驾驶功能、首配激光雷达。
  3. 这是名爵第三款半固态电池车型,致力于开启Momenta "Physical AI"时代的智能出行新体验,面向年轻高端用户。
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。
Industry Moves行业动向 EV & Charging电动化与充电✓ 2 src

Rivian Launches $1.5B Share Sale to Fund R2 Production RampRivian融资15亿美元,加速R2量产与交付

  1. Rivian announced a public offering of 75 million shares on July 6, 2026, raising ~$1.5 billion (potentially $1.7B with full underwriter option) to fund general corporate purposes and DOE loan equity contributions.
  2. The offering prices at $20.14/share and follows stronger-than-expected Q2 delivery results and a raised full-year outlook; lead underwriters include Goldman Sachs, JPMorgan, Morgan Stanley, Barclays, and Wells Fargo.
  3. The capital raise creates ~6% shareholder dilution and triggered an 11% pre-market stock price decline, reflecting investor concern about Rivian's capital intensity and financing needs for R2 production scaling.
  1. Rivian于2026年7月6日宣布发行7500万股普通股,融资约15亿美元(若承销商全额行使期权则约17亿美元),用于一般企业用途和DOE贷款协议的股权贡献。
  2. 此次发行定价为20.14美元/股,紧随Q2交付业绩超预期和全年指引上调;联席账簿管理人包括高盛、摩根大通、摩根士丹利、巴克莱和富国银行。
  3. 融资导致现有股东稀释约6%,股价盘前下跌11%,反映投资者对Rivian资本密集性以及R2量产融资压力的担忧。
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Supply Chain供应链single source单源

Thailand locks in $4.1 billion in EV supply chain investments as carmakers realign toward electrification泰国落实41亿美元EV供应链投资,全球车企加速向电动化转向

  1. Thailand has secured over $4.1 billion in investment pledges for its electric vehicle supply chain, solidifying its position as Southeast Asia's primary automotive manufacturing hub.
  2. The investments reflect global carmakers realigning their production networks toward clean energy and EV/battery technologies as part of the industry-wide electrification shift.
  3. This strategic repositioning leverages Thailand's established auto manufacturing base to capture regional EV supply chain opportunities and compete for next-generation vehicle production.
  1. 泰国已获得电动汽车供应链投资承诺约41亿美元,巩固其作为东南亚主要汽车制造中心的地位。
  2. 这些投资反映全球汽车制造商正在重新调整生产网络以应对清洁能源和EV/电池技术的转型。
  3. 泰国利用其已建立的汽车制造基础,开展战略转向以抓住地区EV供应链发展机遇和下一代车型生产竞争。
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 EV & Charging电动化与充电✓ 2 src

Subaru's Trailseeker EV Priced at $39,995; Becomes Best-Selling EV SUV in Debut苏巴鲁Trailseeker EV价格39,995美元,首月成最畅销电动SUV

  1. Subaru announced 2027 Trailseeker EV pricing starting at $39,995, months after launch when it became the brand's best-selling electric SUV last month.
  2. The three-trim lineup (Premium, Limited, Touring) features 375 hp, 0-60 mph acceleration in 4.3 seconds, 8.3" ground clearance, 3,500 lbs towing capacity, and 31.3 cubic feet of cargo space.
  3. The Trailseeker is already outselling the Solterra and Uncharted; compared to Solterra it is over 6" longer and nearly 1" taller, while maintaining the same price as the current model year.
  1. 苏巴鲁公布2027年Trailseeker EV价格,起价39,995美元,该车型上市仅数月就成为苏巴鲁最畅销的电动SUV。
  2. 新车提供Premium、Limited和Touring三种配置,搭载375匹马力,0-60英里/小时加速仅4.3秒,离地间隙8.3英寸,可拖拽3,500磅,后备箱容积31.3立方英尺。
  3. Trailseeker已超越Solterra和Uncharted的销量,相比Solterra长6英寸以上、高近1英寸,价格与现款车型保持一致。
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 EV & Charging电动化与充电single source单源

Gazelle's Bosch Hub Motor E-Bike Debuts as US E-Bike Safety Rules TightenGazelle 推出 Bosch Hub 电机自行车,美国电动自行车安全监管趋严

  1. Electrek's Wheel-E podcast (aired July 3, 2026) highlighted new e-bike models from Gazelle, Monarc, and Amflow, with Gazelle's entry featuring Bosch's new hub motor and Monarc's dual-battery Tracer offering premium features and a 5-year warranty.
  2. DJI expanded its e-bike motor applications beyond mountain bikes to new electric SUV-style bikes, while Eurobike 2026 showcased other industry innovations.
  3. Regulatory tensions emerged as the CPSC proposed new rules that could dramatically reshape US e-bike safety standards, while Florida Governor DeSantis vetoed a state e-bike safety bill.
  1. Electrek 的 Wheel-E 播客(2026年7月3日播出)介绍了包括 Gazelle、Monarc 和 Amflow 的新款电动自行车,其中 Gazelle 采用 Bosch 新型 hub 电机,Monarc Tracer 提供双电池、高端技术和5年保修。
  2. DJI 将电动自行车电机应用扩展至电动 SUV 自行车,Eurobike 2026 展会展示了行业创新产品。
  3. 监管压力升温:美国 CPSC 推出新规则可能大幅改变电动自行车安全标准,佛罗里达州州长 DeSantis 否决了州级电动自行车安全法案。
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single source单源

Tesla Launches Model Y L in US — Extended Six-Seat SUV at $61,990特斯拉推出Model Y L,六座加长SUV、325英里续航、定价$61,990

  1. Tesla launched the Model Y L, a three-row six-seat SUV extension of its best-selling Model Y, in the US and Puerto Rico, with the Launch Series now configurable online at $61,990.
  2. The Model Y L delivers 325 miles of EPA-estimated range and 0-60 mph in 4.4 seconds, utilizing a 2+2+2 seating configuration with heated, ventilated captain's chairs in the second row and heated, power-reclining seats in the third row.
  3. The vehicle stretches the standard Model Y by 5.9 inches in wheelbase and 7 inches in overall length, offering 89 cubic feet of cargo space and features including adaptive damping, upgraded acoustic glass, a 19-speaker audio system, 50W cooled wireless charging pads, and FSD Supervised with integrated Grok AI.
  1. 特斯拉推出Model Y L三排六座SUV,已在美国和波多黎各上市,"Launch Series"车型起价$61,990,支持在线配置。
  2. Model Y L提供325英里EPA续航和4.4秒0-60加速,采用2+2+2座位布局,第二排为加热通风船长座椅,第三排为加热和电动调节座椅。
  3. 相比标准Model Y,Model Y L增加轴距5.9英寸、整体长度7英寸,提供89立方英尺货物空间,配备自适应减振、升级隔音玻璃、19扬声器音响、50W冷却无线充电板和搭载Grok AI的FSD Supervised。
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。
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 EV & Charging电动化与充电single source单源

McMurtry Speirling Unveiled at $1.3M: Fan-Powered Downforce System Shatters Track RecordsMcMurtry Speirling发布:1.3百万美元电动超跑风扇动力系统刷新赛道纪录

  1. McMurtry unveiled the production version of its Speirling electric hypercar, which uses giant fans to create downforce that sucks the car to the ground and increases traction without adding weight.
  2. The hypercar produces 1,000 horsepower, weighs 1,050 kg, costs $1.3 million, and has set track records at multiple racing venues.
  3. The fan-based downforce system solves the 'traction-limited' problem faced by high-performance EVs by reviving a 1970s racing technology that was previously banned from competition due to its effectiveness.
  1. McMurtry发布了Speirling电动超跑的量产版本,该车采用大型风扇系统产生下压力将车身吸附到地面,增加轮胎抓地力而无需增加车重。
  2. 这款超跑拥有1000匹马力、车重1050公斤、售价130万美元,并在多个赛道创造记录。
  3. 该风扇下压系统通过复活一项1970年代曾因效果过强被赛车禁用的技术,解决了高性能电动车面临的'牵引力限制'问题。
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。
Industry Moves行业动向 EV & Charging电动化与充电single source单源

Ford's Midsize EV Pickup Spotted Again, 2027 Launch and Interior Details Revealed福特中型电动皮卡再现测试,2027年上市与内饰细节公布

  1. Ford's midsize electric pickup, developed on its new Universal EV Platform (UEV), was spotted testing in Long Beach and Arizona with a confirmed 2027 launch date.
  2. Starting at approximately $30,000, the vehicle is smaller and more efficient than the discontinued F-150 Lightning and claims to offer more interior passenger space than a Toyota RAV4.
  3. The camouflaged prototype appears significantly smaller than expected, sitting much closer to the ground with a design reminiscent of Ford's Ranchero or Maverick, marking a departure from the previous EV pickup approach.
  1. 福特基于新通用电动平台(UEV)开发的中型电动皮卡在长滩和亚利桑那州进行测试,确认2027年上市。
  2. 该车起价约30,000美元,相比已停产的F-150 Lightning更小、效率更高,并声称内部乘客空间超过丰田RAV4。
  3. 伪装原型车看起来比预期小得多,贴地更低,设计类似福特标志性车型Ranchero或Maverick,表明这款EV皮卡与前代产品方向完全不同。
Industry Moves行业动向 EV & Charging电动化与充电single source单源

Waymo Partners with B2U to Repurpose EV Batteries for Grid Energy StorageWaymo与B2U合作推进电池循环利用,转变为电网储能

  1. Waymo announced on June 4, 2026, a partnership with B2U Storage Solutions to repurpose retired electric vehicle batteries from its fleet into clean energy storage for local electricity grids.
  2. B2U uses patented technology to integrate these retired batteries into grid-scale storage systems that capture excess renewable energy during midday peaks and dispatch it during peak demand periods.
  3. California currently averages 6.1 hours daily of 100% clean power and Texas leads in new solar capacity, making expanded battery storage critical to sustaining renewable energy growth.
  1. 年6月4日,Waymo宣布与B2U Storage Solutions合作,将其纯电动车队的退役电池转变为本地电网的清洁储能资源。
  2. B2U采用专利技术将退役电池集成到电网规模储能系统中,可在可再生能源峰值时吸收多余电力,在用电高峰期向电网供电。
  3. 加州目前平均每天有6.1小时的100%清洁电力,德州新增太阳能装机容量居全国首位,电池存储扩大对维持可再生能源增长至关重要。