OEM Movements | OEM TrendOn May 27, Harmony lntelligent Mobility Alliance (HIMA) held a launch event for the AITO M9 series, where Huawei Executive Director Richard Yu revealed the latest operational figures. Data shows cumulative deliveries for all HIMA models have topped 1.39 million units. Since the start of 2026, the alliance has delivered 190,000 new vehicles — a 27% year-on-year increase. Huawei's Qiankun intelligent driving system has logged 9.134 billion kilometers of assisted driving.Avatr Technology revealed on May 27 that its Hong Kong stock prospectus, filed on November 27, 2025, has lapsed after six months. Company insiders described the lapse as a routine technical procedure in the IPO process. Avatr is updating the document as required and plans to resubmit soon, adding that the overall timeline for its market debut remains on track.At Xiaomi's first-quarter earnings conference on May 27, Executive President Lu Weibing outlined the automaker's global expansion plans. He stated that the project is proceeding strictly according to schedule, with a formal launch slated for the third or fourth quarter of 2027. The strategy prioritizes developed nations, mid-to-high-end markets, and right-hand-drive regions first, followed by a gradual expansion into developing countries, mid-tier segments, and left-hand-drive zones. Preparations, he noted, are fully on schedule.The French president recently announced that Stellantis will invest over 1 billion euros ($1.16 billion) in its Mulhouse plant in eastern France to produce next-generation electric vehicles starting in 2029. The facility currently builds both electric and combustion models, including the Peugeot 308 compact hatchback and wagon, as well as the Peugeot 408 fastback sedan. Production of the DS 7 compact SUV will cease with the introduction of the new NO.7 model, shifting manufacturing to the Melfi plant in Italy.Tesla has secured a new patent for a compact lens cleaning system designed to remove dust, water spots, mud, snow, and other debris from onboard cameras. The patent details a miniature cleaning module that integrates a fluid spray mechanism with a mechanical wiper directly around the camera lens.Reports indicate XPENG recently held a mobilization meeting for robot mass production, attended by nearly 1,000 employees from its automotive, powertrain, manufacturing, testing, and general intelligence divisions. Chairman He Xiaopeng, Vice President Gu Jie, and LC Mi, head of the robotics center, were present. The meeting signals that XPENG's robotics business has officially entered the sprint phase for mass production. He reportedly outlined key milestones: mass production of humanoid robots by the end of 2026, and their deployment in XPENG retail stores as shopping guides by the first quarter of 2027.Parts Suppliers | Supply Chain NewsGuoxiang Shiji's new energy project was officially signed and settled in Jiading recently. The initiative plans to build a solid-state battery industrial complex in Shanghai, comprising a headquarters building, a global research institute, pilot and mass production lines, a product exhibition center, and an independent shared energy storage demonstration station.German auto supplier Webasto announced plans to sign an agreement with Chinese glass manufacturer Zhejiang Fujia Technology (FJT) to establish a joint venture. Webasto will hold a 30% stake in the JV, pending approval from China's anti-monopoly regulators.Dongfeng Motor and Sunwoda Electric Battery celebrated another milestone in their strategic partnership: the launch of production for Dongyu Xinsheng's 120Ah ultra-fast charging cells in Yichang, Hubei. The event marks a breakthrough in the joint development and manufacturing of power batteries, injecting new momentum into Dongfeng's new-energy transition and the broader upgrade of the battery industry in central China.Industrial Focus | Industrial EconomyGlobal sales of new energy vehicles — including BEVs, PHEVs, and hydrogen fuel cell cars — reached 3.94 million units in the first quarter of 2026, a 2% year-on-year decline, according to TrendForce. NEVs accounted for 19% of total global auto sales in the period. While China's market enters an adjustment phase, signs of recovery are emerging in Western Europe, and Japan and South Korea are seeing significant growth in pure electric vehicle sales.At the 2026 Automotive New Materials Conference on May 27, Hou Fushen, Vice President and Secretary General of China Society of Automotive Engineers (SAE), noted that traditional internal combustion engine vehicles utilize over 200 types of materials. In contrast, intelligent new-energy vehicles require more than 400 varieties, doubling total material usage. Citing the "Technology Roadmap for Energy Saving and New Energy Vehicles 3.0," Hou projected that by 2030, the penetration rate of new-energy vehicles in China's passenger car market will exceed 70%. L2 driver assistance will become universal, while the market share of vehicles featuring L3 and L4 autonomous driving capabilities will surpass 35%. This industrial upgrade is expected to drive innovation in automotive electronic, electrochemical, and functional materials.Volant completed a C+ financing round on May 27, raising nearly 1 billion yuan. This marks the company's second major funding round in a month, following a $300 million deal closed in late April. Five Ages recently closed an A-round financing worth several hundred million yuan, its third funding round of 2026. The capital will be used to iterate on proprietary end-to-end few-shot large models and world models, engineer reinforcement learning technologies for application, mass-produce robot products, and recruit core talent.Personnel Changes | Executive MovesBASF announced a major executive reshuffle recently. Lam Han Ping, current president of BASF's Major Projects Asia, will become chairman and president of Greater China, effective July 1, 2026. He will relocate from Zhanjiang to Shanghai, succeeding Dr. Lou Jianfeng, who is departing the company.