OEM TrendIT Home: On April 15, following a brief period of quiet, Huawei Select Product Director for the Stelato series, Peng Lei, announced on Weibo that the Stelato brand has secured the sales crown for new-energy sedans priced above 300,000 yuan for six consecutive months. When a netizen commented that Stelato has no new models in the first half and won't appear at the Beijing Auto Show, fading into silence, Peng Lei responded directly: It will be at the Beijing Auto Show. The remark suggests that Stelato will reveal more details about its new models during the event.Jiemian News: Tesla CEO Elon Musk announced on April 15 that Tesla's AI chip design team has successfully completed the tape-out of the AI5 chip. He also revealed that more powerful variants, including the AI6 and Dojo 3, are currently in development. Musk expressed gratitude to partners TSMC and Samsung for their support during the mass production process, adding that the AI5 chip is poised to become one of the highest-volume AI chips globally.CLS News: On April 15, China's Vice Minister of Commerce and International Trade Representative met with Doug Field, Ford Motor's Executive Vice President and Chief Government Affairs Officer, in Beijing. The two sides discussed China-U.S. economic and trade relations, as well as Ford's development in China. The Vice Minister noted that the automotive industries in both countries are complementary with broad room for cooperation, expressing hope that Ford will continue to deepen its presence in the Chinese market and strengthen collaboration with local enterprises to deliver more competitive products. Field stated that Ford has operated in China for many years and places high importance on the market and its supply chain. He expressed a willingness to explore new opportunities with partners and hopes for stable development in China-U.S. trade relations.CLS News: Intellectual property data from Tianyancha on April 15 shows that Xiaomi EV Technology Co., Ltd. has been granted a patent for a "noise reduction processing method, device, vehicle, and storage medium." The abstract indicates that the technology identifies noise scenarios based on the vehicle's error signals and accelerometer data. It decomposes the accelerometer signals into multiple non-overlapping sub-band signals and applies adaptive filtering using corresponding parameters to generate full-band noise reduction signals. This solution allows for efficient handling of complex, multi-spectral noise, improving noise reduction performance and enhancing the overall user experience.Supply Chain NewsCLS News: Lonxi Technology stated during an earnings briefing on April 15 that leveraging its ecosystem partnership with NVIDIA, the market recognition for its connectivity and smart video chips has further improved. The company maintains deep reference design cooperation with NVIDIA in smart cockpits, ADAS, in-vehicle displays, and high-end displays, with some products already in mass production. As Lonxi continues to unlock synergies, it sees significant potential for business expansion as demand grows for automotive and high-end display applications.Gasgoo: Bosch's smart cockpit solution, built on the Qualcomm Snapdragon platform, has officially topped 10 million cumulative global deliveries. The solution hit the 1-million mark in 2023, meaning it has achieved a tenfold surge in volume in just three short years.Gasgoo: Chongqing Tailan New Energy Co., Ltd. has unveiled the "Safe+" solid-state battery solution designed for embodied intelligence products and has partnered with leading domestic robotics companies. The first batch of battery packs has been delivered to partners for multi-scenario testing. This marks the formal entry of solid-state battery technology into the field of embodied intelligent robotics, taking a substantial step toward realizing a "super solid-state heart" for robots.IT Home: Reports indicate that Uber is significantly doubling down on autonomous driving, planning to invest over $10 billion to purchase self-driving vehicles and invest in related companies. The move marks a shift away from its previous asset-light "gig economy" model as it braces for the impact of robotaxis.Industrial EconomyJiemian News: Data from the China Passenger Car Association (CPCA) shows that from April 1 to 12, nationwide passenger car retail sales reached 377,000 units—a 20% drop year-on-year and a 12% decline from the previous month. Year-to-date retail sales totaled 4.598 million units, down 18%. In the same period, retail sales of new-energy vehicles stood at 224,000 units, falling 11% from last year but rising 7% from March. Cumulative NEV retail sales for the year reached 2.132 million units, a 20% annual decrease. The retail penetration rate for NEVs during the April 1-12 period was 59.5%, while the wholesale penetration rate stood at 53.2%.CLS News: On April 15, data from South Korea's Ministry of Trade, Industry and Energy showed that South Korea's automotive exports reached $6.37 billion in March 2026, up 2.2% year-on-year. New-energy vehicles were a key driver of this growth. Hybrid exports jumped 79% in March, while electric vehicles rose 32%, pushing overall NEV exports up by 42.6%. On the production front, production reached 387,000 units in March, a 4.5% annual increase. Cumulative production for the first quarter totaled 1.026 million units, up 1.3% year-on-year, marking the fourth consecutive year above the 1 million unit threshold.Keji: News on April 15 indicates that a new round of price adjustments will kick off at 24:00 on April 21, with domestic gasoline and diesel prices expected to drop significantly. The potential decline is driven primarily by a recent sharp pullback in international oil prices.Gasgoo: On April 15, Yuansheng Intelligence, a high-performance dexterous robotics hand company, announced the completion of a Pre-A financing round exceeding 100 million yuan. The round was co-led by Fortune Capital and existing shareholder Primavera Capital, with participation from Ince Capital and Nanshan Strategic Emerging Industry Investment. Existing shareholder Hony Capital also oversubscribed. The capital will be used to expand capacity and enable mass delivery of the Apex Hand, build the dexterous manipulation platform ecosystem, and drive global market expansion to consolidate the company's technological edge.IT Home: Data from Benchmark Mineral Intelligence reveals that rising gasoline prices in Europe are driving consumers toward battery-electric and plug-in hybrid vehicles, leading global EV sales to register their first year-on-year growth of the year in March. Figures show global registrations for BEVs and PHEVs climbed 3% annually to exceed 1.7 million units. Europe performed particularly well, with sales surging 37% to approximately 540,000 units—a new record high.Gasgoo: Beijing Deta Yuanchuang Intelligent Technology Co., Ltd. recently announced the completion of three financing rounds totaling over 100 million yuan, with additional investment from Hillhouse Venture and strategic entry from leading players such as Leju, Zhiyuan, and Xinghaitu. Deta Intelligence is a next-generation embodied intelligence company incubated by the Beijing Institute of General Artificial Intelligence (BIGAI). It is dedicated to developing native foundation models for humanoid robots, combining them with a proprietary native 3D world engine to achieve universal whole-body coordination.Policy SituationCLS News: Recently, the Ministry of Industry and Information Technology's Equipment Industry Department, the Traffic Management Bureau of the Ministry of Public Security, and the Transport Service Department of the Ministry of Transport jointly held a meeting on road testing and demonstration applications for intelligent connected vehicles. The session focused on deploying self-inspections and rectification efforts to strengthen safety supervision. The meeting emphasized balancing development with security and conducting road testing and demonstrations in a steady and orderly manner. Local authorities were urged to conduct comprehensive self-assessments in light of recent safety incidents, identify key issues, and carry out rectifications diligently. Authorities are expected to establish robust working mechanisms, refine management policies, and strengthen full-process safety oversight to ensure activities proceed safely. Relevant departments will continue to improve regulations for autonomous driving, establishing a three-tier evaluation mechanism for technical maturity and safety at the national, local, and enterprise levels. The goal is to bolster emergency response capabilities and promote the high-quality development of the intelligent connected vehicle industry through enhanced safety standards.