OEM Trend | Automaker DynamicsCLS: Volvo Cars announced on June 3 that global sales for the three months from March to May 2026 totaled 178,980 units, a year-on-year decrease of 5.5%. Of these, sales of pure electric models reached 41,435 units, up 10% year-on-year.Mydrivers: On June 3, sources indicated that India's leading automaker Tata Motors plans to license a complete vehicle manufacturing platform from China's Chery Automobile for the mass production of its high-end electric brand, Avinya. According to the plan, Tata will rely on this licensed platform to produce the Avinya series of battery electric vehicles locally in India. At least two new models will be launched in the first phase, with the first officially going on the market in 2027. The products will cover various body styles such as coupes and SUVs, targeting India's high-end new energy market. The initial planned annual production capacity is 30,000 units, with gradual expansion to follow. The brand will use standalone stores located in high-end commercial districts of India's first- and second-tier cities.Gasgoo: Recently, a delegation led by Stellantis Executive Vice President and Head of China and the Asia-Pacific Region, Olivier, visited VOYAH Automobile. They toured VOYAH's smart factory and comprehensive user center to get a close look at the brand's production system, product craftsmanship, and intelligent configurations. During the visit, Olivier praised VOYAH's intelligent manufacturing level and the strength of its high-end products. He explicitly stated that VOYAH's models are highly competitive and expressed hope that VOYAH models would enter the European market as soon as possible.Gasgoo: The latest data released by the China Passenger Car Association (CPCA) shows that sales of Model 3 and Model Y vehicles produced at Tesla's Shanghai factory increased 39.4% year-on-year in May, with total deliveries of 85,982 units (including models exported to Europe and other overseas markets), an increase of 8.2% from April. This marks the seventh consecutive month of sales growth for models produced at Tesla's Shanghai factory, stabilizing its market share amid competitive pressure from domestic automakers.Supply Chain News | ComponentsGasgoo: On June 3, RoboSense announced that its digital LiDAR has again been designated for a new OEM mass-production model from FAW Toyota, with an order volume exceeding 500,000 units. This is another significant cooperation following the cumulative orders of over one million units obtained for well-known top-selling models and a pure electric model under FAW Toyota since the end of 2025.Lanjing Auto: On June 3, citing sources familiar with the matter, it was reported that DeepRoute is expected to partner on the smart driving solution for the new vehicle co-developed by Seres and ByteDance. Previous reports indicated that the first model under Saidou Technology is expected to launch within this year, likely a crossover vehicle—situated between an SUV and a sedan—and is expected to offer both pure electric and extended-range powertrains. According to sources, the vehicle is expected to be produced at Seres' Phoenix plant, which is currently in the stage of production line retooling.Gasgoo: Recently, an announcement released by PATEO showed that the company has signed a memorandum of intent for share purchase with PingAn Capital Co., Ltd. or funds managed by it, intending to acquire the controlling stake of an integrated circuit design enterprise specializing in the research and development of high-performance communication chips.Gasgoo: Recently, smart driving solution supplier Freetech and automotive semiconductor company Infineon held a launch event in Zhejiang, where they globally unveiled the FVR60, an 8T8R edge architecture 4D imaging millimeter-wave radar. Compared to the previous generation solution, the processing speed and RF performance of this product have both increased by 30%, with a maximum detection distance reaching 350 meters. In key indicators such as detection distance, weak target detection, and anti-interference capability, it can meet the mandatory national standard requirements for the "Safety Requirements for Combined Driving Assistance Systems of Intelligent Connected Vehicles," providing key perception support for the large-scale implementation of intelligent driving assistance.Gasgoo: According to reports, multiple Japanese lithium battery equipment manufacturers including Hitachi and Ricoh have agreed on a plan to launch a cost-effective battery production line construction solution: The entire set of production equipment is shipped in containerized modular units, allowing for rapid assembly and production at the customer's site. This new model is expected to reduce total equipment investment by about 70%, helping Japanese battery companies compete with their Chinese counterparts.Industrial Economy | Macro FocusGasgoo: On June 3, XYZ Embodied AI announced the completion of a Pre-A financing round. With this, having been established for just 10 months, XYZ Embodied AI's total financing has reached 1 billion yuan. XYZ Embodied AI pointed out that this round of financing will be focused on three major directions: core technology research and development for the next-generation embodied brain and world model, the implementation of product mass production, and attracting top talent and team building.CLS: Recently, according to the CPCA branch, the estimated wholesale volume of new energy passenger vehicles for domestic automakers in May 2026 reached 1.36 million, a rise of over 11% in both year-on-year and month-on-month terms, achieving double-digit growth in both; the initial recovery trend of the new energy sector has emerged. Affected by the disruption to navigation in the Strait of Hormuz, domestic retail prices of refined oil products have seen two rounds of increases, with a cumulative increase approaching 400 yuan per ton. The cost of using fuel-powered vehicles has risen significantly, suppressing consumer demand for traditional fuel-powered vehicles. The overall automotive market is under pressure and remains weak, while new energy vehicles have become the core growth driver of the market.CLS: Japan's four major automakers recently announced data stating that total new car sales in the U.S. in May were 484,517 units, an increase of 6.1% compared to the same period last year. Toyota Motor saw a slight decrease from the previous year, but driven by strong demand for new cars, all companies showed solid sales performance. Against the backdrop of rising gasoline prices due to the situation in the Middle East, hybrid vehicles (HV) showed a clear growth trend.Gasgoo: Chuhang Tech has recently completed a Series C financing round. This round was led by funds managed by Shanda Investment, with additional investments from the New Quality Research and Production Fund and Lanpu High Quality. The financing amount exceeded 100 million yuan and will be mainly used for technology iteration and capacity expansion, continuously expanding Chuhang Tech's leading position in the field of spatial intelligent perception.Policy Situation | Regulatory UpdatesCLS: Recently, the State Council issued the "15th Five-Year Plan for Accelerating Agricultural and Rural Modernization." It mentioned taking multiple measures to expand rural consumption. Promoting the expansion and upgrading of rural commodity consumption, supporting the distribution of new energy vehicles, smart home appliances, and green building materials to rural areas, and improving the recycling system for renewable resources such as used home appliances and furniture in rural areas. Improving the rural commercial logistics system, promoting cooperation between production and operation entities and e-commerce platforms, supermarkets, catering enterprises, and supply and marketing cooperatives, and facilitating the precise connection of agricultural product production and sales. Implementing actions to improve quality and efficiency in county-level commerce, and advancing the renovation and upgrading of "thousand markets and ten thousand stores." Expanding rural service consumption, cultivating new scenarios and formats of rural consumption such as harvest markets, event performances, and leisure camping, and expanding consumption in health, elderly care, and childcare.
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