OEM Dynamics | OEM TrendFastTech reports: On June 25, Zhang Zhuo, general manager of BYD's Ocean Series sales division, announced that the flagship Seal 08 sedan will officially launch on July 2. Positioned as a mid-to-large sedan, the Seal 08 measures 5,150mm long, 1,999mm wide, and 1,505mm high, with a wheelbase of 3,030mm. The all-electric version is built on an 800V high-voltage platform and features second-generation Blade batteries, with a range expected to exceed 1,000 km. It supports adding 400 km of range in just five minutes of charging. The plug-in hybrid variant packs a DM-i system with a maximum power of 115 kW, integrating several of BYD's latest technologies. Standard driver-assistance features come across the lineup, along with an "Ocean Aesthetics 2.0" cabin and a range of exterior and interior color schemes.Also on June 25, Voyah Chairman Lu Fang offered a forecast on domestic pricing trends during an interview at the Summer Davos Forum in Dalian. Price hikes, he suggested, are increasingly likely — advising prospective buyers to make their moves sooner rather than later. Lu pointed to widespread increases in upstream raw materials across the supply chain, including memory chips, power batteries, petrochemicals, aluminum, and steel. Continued price cuts, he argued, defy commercial logic. While high-end models are better positioned to absorb rising costs, entry-level vehicles face a sharper shock. Some low-end models may see production cuts or even exit the market entirely.IT Home reports: XPENG Motors announced that global deliveries of the XPENG X9 have surpassed 60,000 units, setting a new record for delivery speed among new-energy MPVs. The XPENG X9 super extended-range MPV launched last November with two variants priced between 309,800 and 329,800 yuan. This March, the 2026 XPENG X9 all-electric MPV hit the market. Touted as the "world's longest-range 5C all-electric seven-seater," it starts at 309,800 yuan.Gasgoo reports: Great Wall Motor has officially established its Tianjin R&D Center following the registration of Tianjin Great Wall Motor R&D Co., Ltd. in the Tianjin Economic-Technological Development Area. As a key component of Great Wall Motor's R&D network, the new center will focus on smart cockpits, autonomous driving, and cloud platforms. It boasts full-stack R&D capabilities spanning everything from product design to project management.General Motors plans to pour an additional 3.5 billion reais ($675 million) into Brazil, boosting its manufacturing investment in the country by 50%. The funds will target hybrid vehicle production and plant upgrades. In an announcement, GM noted that this capital injection builds on the 7 billion reais commitment revealed in 2024. Combined, the automaker's total investment in Brazil is set to reach 10.5 billion reais through 2028.Cailian Press reports: Intellectual property records show that Voyah recently published a patent for an "evaluation method and electronic device for valet parking systems." The abstract outlines a method to assess system quality by comparing actual parking performance against standardized benchmarks. It calculates the correlation between specific technical indicators in actual and standard sequences, determining an average correlation score. Based on the score's range, the system assigns a quality grade — a method designed to ensure high reliability in evaluating valet parking performance.Supplier News | Supply Chain NewsDow announced on June 25 a slate of targeted investments totaling roughly $100 million by the end of 2027. The goal: expand manufacturing and innovation for its specialty silicone products worldwide. The company said the move will bolster capabilities in the U.S., China, and Japan, with a focus on advanced silicone materials and processing technologies. It aims to meet rising demand across the transportation, electronics, and healthcare sectors.Jiemian News reports: CATL's battery-swapping brand, Chocolate Swap, confirmed that two stations are now operational in Hong Kong. The first batch of taxis equipped for swapping has been delivered, marking the commercial launch of the model in the city. Chocolate Swap plans to build roughly 36 stations across Hong Kong by the end of 2030. These will cover key transport hubs and serve high-frequency commercial vehicles.Tenneco has commissioned an automated production line for Monroe® fully active shock absorbers at its Suzhou plant. The investment underscores Tenneco's deepening commitment to the Chinese market as it strengthens its competitiveness in new-energy vehicles and smart driving technologies.Huehoco Group has officially signed an agreement to establish its Asia-Pacific headquarters in Loutang Town, located in the Jiading Industrial Zone. Under the deal, the headquarters will integrate R&D, testing, sales, and regional management. It also plans to build world-class facilities, including a semi-anechoic chamber, an NVH laboratory, and a materials testing lab to support the APAC market.Industrial Focus | Industrial EconomyU.S. chip stocks surged in pre-market trading on June 25, lifted by a strong earnings report from Micron Technology. Micron climbed nearly 18%, while SanDisk gained over 12%. Western Digital rose almost 12%, and Seagate Technology added roughly 9%.Data from the China Association of Automobile Manufacturers shows Chinese-brand passenger car sales reached 1.689 million units in May. That's up 5.7% from April and 4.2% from a year ago, capturing 75% of the market — a 6-point year-on-year increase in share. For the first five months of 2026, sales totaled 7.326 million units. Despite a 3.1% annual decline, Chinese brands held a 71% market share, up 2.2 percentage points from the same period last year.Policy Updates | Policy SituationAccording to the Ministry of Industry and Information Technology, the 199th session of the UN World Forum for Harmonization of Vehicle Regulations (WP.29) convened in Geneva from June 22 to 26. A landmark global technical regulation for automated driving systems (ADS GTR), jointly developed by China, the EU, the UK, the U.S., Canada, and Japan, was formally approved by a vote of the contracting parties.Beijing's transport regulator announced that 9,600 license plates for families and individuals will be issued via lottery on June 26 at 10:00 AM. Family and individual applicants will compete in the same pool, while an additional 400 plates will be allocated to entities. As of March 8, there were 528,855 valid family applications and 2,546,598 valid individual applications, along with 38,406 corporate applicants. The authority noted that ordinary license plates can now be used to purchase new-energy vehicles. Owners who buy a NEV with an ordinary plate can apply for a standard renewal indicator after selling or scrapping the vehicle, effectively allowing holders to switch freely between fuel and electric cars.