OEM Trends | OEM TrendJiemian News: On July 8, Xiaomi founder, chairman, and CEO Lei Jun officially announced the company's new EV series, SkyNomad, on his personal account. When a user in the comments section asked about the launch timing, Lei Jun replied, "Soon."Star Market Daily: On July 8, at the 21st Shanghai International Automotive Manufacturing Technology & Equipment Show (AMTS 2026), Zhang Wei, new battery operations manager at Dongfeng Motor Group's R&D General Institute and Advanced Technology Research Institute, detailed the company's progress and roadmap for solid-state batteries. Dongfeng targets the rollout of 100 demonstration vehicles with solid-state batteries by the end of this year; aims to achieve small-scale mass production of equipped vehicles around 2030; and plans to reach large-scale mass production and widespread application by roughly 2035. Zhang stated that Dongfeng completed winter testing for vehicles equipped with 350 Wh/kg solid-state batteries in January 2026, with application planned for Q4 2026. The market target for 2027 is the delivery of 50,000 vehicles featuring proprietary solid-state batteries. That same year, the company plans to advance the rollout of fast-charging solid-state battery vehicles and initiate pilot production of 350 Wh/kg fast-charging solid-state batteries.Gasgoo: On July 8, Voyah officially announced that its new flagship MPV, internally codenamed "Voyah Everest," has been named the Voyah Dreamer 9. The model is slated for launch in the second half of this year, targeting the 500,000 yuan high-end MPV segment. The company has defined the vehicle's positioning as "9-Series Intelligence & Prestige." The number 9 signifies a top-tier flagship status across the lineup, while "Intelligence" highlights cutting-edge features such as Level 3 autonomous driving, and "Prestige" points to a luxurious cabin and high-end travel experience—together forming the core logic behind the new product.Gasgoo: On July 8, FF (Faraday Future) announced continued progress in its Middle East EAI robotics commercialization strategy. The company is accelerating implementation through strategic partnerships and regional ecosystem cooperation covering the UAE, GCC nations, and eventually the broader Middle East and North Africa (MENA) region.Gasgoo: Chery Group has released its export data for the first half of 2026. Exports in June alone hit 191,062 units, surging 79.7% year-on-year and marking the fourth consecutive month since March that the brand has set a new single-month export record among Chinese automakers. Cumulative exports from January to June totaled 943,817 units, a 71.5% increase from the previous year—which works out to an average of one Chery vehicle shipped overseas every 17 seconds.Yijian Auto: Citing sources familiar with the matter, the report indicates that the XPENG MONA series has two additional models in the pipeline. One is an A-segment SUV with a length of approximately 4.4 meters (codenamed D11), and the other is a station wagon (codenamed D11T, where T stands for Travel). Combined with the already released M03, the soon-to-launch L03, and the upcoming L05, the XPENG MONA series will comprise no fewer than five products.Component Suppliers | Supply Chain NewsCailian: On July 8, Raycus Laser stated on an investor interaction platform that the company is deeply entrenched in the laser industry. Its current applications span semiconductors, TGV, optical communications, automotive, shipbuilding, and aerospace, with related businesses actively expanding. The company plans to align with industry trends to penetrate higher value-added sectors, transforming from a laser supplier into a "Laser+" solutions provider.Gasgoo: On July 8, Welling Robotics Components, under Midea Group's Industrial Technology Business Unit, signed a letter of intent with the Foshan Shunde District government for a new manufacturing base. Located in Beijiao, Shunde, the facility will include approximately 55,000 square meters of high-standard, temperature-controlled, vibration-resistant precision workshops to be built in two phases. Phase I is scheduled to begin production in 2027, followed by Phase II in 2030. Once completed, the base will add an annual capacity of 300,000 speed reducers, primarily to support KUKA robots and other clients' finished products, covering the fields of humanoid robots, industrial robotics, and automation equipment.Gasgoo: UISEE (Beijing) Co., Ltd. and Shenzhen Xunce Technology Co., Ltd. have officially signed a strategic cooperation memorandum. The two parties will collaborate on building high-quality industry datasets for autonomous driving, developing industry-specific small models and agents driven by a "Token factory," exploring innovative Token-based business models, and advancing the implementation of full-scenario joint solutions. The partnership aims to forge a new path for the intelligent upgrading of the autonomous driving sector.Gasgoo: Sensata Technologies recently unveiled its integrated active-passive high-voltage DC smart fuse. This high-voltage protection device combines active system-triggered protection with passive current-driven protection into a single solution, aiming to provide reliable and redundant fault protection for electrification applications while achieving faster response speeds and simplified system-level design.Gasgoo: Freetech recently secured a project designation from DiDi Autonomous Driving. The company will provide cutting-edge radar products and supporting software services for DiDi's D2 platform L4 Robotaxi project. The project is expected to enter mass production and begin scaled deliveries in 2027.Industrial Focus | Industrial EconomyGasgoo: On July 8, Momenta made its official debut on the Hong Kong Stock Exchange under the ticker symbol 6880.HK, earning the title of the first "Physical AI" stock. Shares opened at 301 HKD, up over 6%, pushing the total market value above 70 billion HKD. According to previously announced allotment results, the IPO was priced at 295.6 HKD per share. Assuming the over-allotment option (greenshoe) is exercised in full, the global offering comprises approximately 22.93 million shares, raising total proceeds of about 6.8 billion HKD.Cailian: A joint employer survey analysis by McKinsey, SEMI, and the U.S. National Science Foundation released on July 8 reveals that the shortage of high-skilled workers across the United States is intensifying. By 2030, the gap in the U.S. technical workforce is projected to reach as many as 157,000 full-time employees. This shortage could lead to delays in the construction of new semiconductor facilities worth billions of dollars across the country and constrain future chip production capacity.Gasgoo: At a press conference for the 2026 World Artificial Intelligence Conference and the High-Level Meeting on Global AI Governance, a deputy director of the Department of Science and Technology at the Ministry of Industry and Information Technology stated that with the accelerated iteration of large models, intelligent agents, and AI chips, China's annual production of humanoid robots is expected to exceed 100,000 units this year.