OEM Trends | OEM TrendIT Home: On May 7, Richard Yu—Huawei's Executive Director and Chairman of the Consumer BG—announced that the Luxeed V9 will officially launch this month (May). The new vehicle opened for pre-orders on April 22 during the HarmonyOS Mobility spring product launch, with a starting pre-sale price of 398,000 yuan.IT Home: On May 7, Dongfeng eπ announced that its eπ M8 will debut this month. The new model is positioned as a "large six-seater SUV featuring Huawei Qiankun technology" and boasts a completely new flagship-level design.IT Home: On May 7, Li Auto CEO Li Xiang wrote on Weibo that a 5C range-extended system without supporting 5C supercharging stations is soulless—rendering "charging to 80% in 10 minutes" an empty promise. He called on all EREV peers to jointly promote 5C technology and improve the layout of 5C supercharging stations and piles to solve the difficulty of finding a charger during holiday highway travel. He believes the current shortage stems largely from the high volume of hybrid and EREV models on the market. Limited by older technology, these vehicles have shorter pure-electric ranges and longer charging times, drastically increasing charging frequency and occupying already scarce chargers for extended periods.Gasgoo: On May 7, NIO officially announced that the Hexi Corridor battery swap route will be fully operational on May 10. As of May 7, NIO has built 8,849 battery swap and charging stations nationwide, comprising 3,839 swap stations and 5,010 charging stations, with cumulative swap services exceeding 100 million.Gasgoo: On May 7, Faraday Future (FF) announced that, based on strategic consensus with bridging partners, it plans to upgrade the FX Super One model to an 800V electric version or accelerate the AIHER hybrid project, while pausing cooperation on the original 400V vehicle. FF stated this adjustment is an active optimization of strategic execution. Compared to the originally planned 400V architecture, the 800V architecture is expected to improve range, charging speed, and powertrain efficiency through a "high voltage, low current" strategy—better aligning with the long-distance travel needs of U.S. users.Jiemian News: Addressing recent market rumors that "LG Energy Solution is about to secure a 10 trillion won order for BMW's 46-series large cylindrical batteries," BMW stated it does not comment on media speculation. The automaker emphasized that to ensure global supply chain resilience, it continuously evaluates its supplier lineup based on its own needs—a principle that applies equally to the rapidly evolving EV sector and related battery cell supply.Gasgoo: Ferrari recently reported that its first-quarter adjusted EBITDA rose 4% year-on-year to 722 million euros (approximately $844 million), while revenue climbed 3% to 1.85 billion euros. The automaker's overall profitability was driven by rising demand for personalized vehicle customization and strong sales of high-priced models like the F80 supercar.Kuai Technology: Reports suggest Xiaomi EV's first range-extended SUV will belong to a new independent sub-brand named "Xuntian" (SKYNOMAD). The vehicle will not carry the main Xiaomi logo and is slated for official launch in the second half of 2026. The model carries the internal code name Kunlun N3, and the previously rumored "YU9" name has been scrapped. Positioned below the main Xiaomi brand, Xuntian focuses on family, long-distance, and outdoor travel markets. It plans three EREV SUVs—Kunlun 10, 20, and 30—with the Kunlun N3 serving as the highest-spec debut model.Supply Chain News | Supply Chain NewsGasgoo: On May 7, it was officially learned that Contemporary Amperex Intelligence Technology (Shanghai) Limited (CAIT-SH), a wholly-owned subsidiary of CATL has signed an agreement with Turkish EV manufacturer Togg to jointly develop three models on Togg's new B-segment platform, based on CATL Bedrock Chassis. The first mass-produced model is scheduled to hit the market in 2027.Cailian Press: On May 7, Shenzhen Longhorn Automotive Electronic Equipment announced it recently received a nomination letter for an intelligent driving radar perception system (APA) product from a leading new energy vehicle brand. The project has a lifecycle of five years with an estimated total revenue of 275 million yuan, and mass production is expected to begin in March 2027. The customer is in sound financial condition with strong ability to fulfill the contract.Gasgoo: Recently, Aptiv and Comau announced a partnership to jointly develop a new generation of intelligent automation solutions, aiming to achieve safer, more efficient, and more autonomous operational modes. The two parties have signed a memorandum of understanding, laying the framework for evaluating joint development in key areas such as advanced robotics, autonomous systems, and automated warehousing and logistics.Industrial Economy | Industrial EconomyCailian Press: On May 7, gains in Hong Kong-listed chip stocks expanded during trading hours. Biren Technology surged over 10.5%, Hua Hong Semiconductor rose more than 6%, and Iluvatar CoreX jumped over 5.5%. Epiworld, Montage Technology, Guangdong Tianyu Semiconductor, and others also climbed more than 3%.Cailian Press: On May 7, based on preliminary monthly data from the CPCA: National passenger car makers' new energy wholesale volumes are estimated at 1.22 million units in April 2026, up 7% year-on-year and 7% month-on-month.Jiemian News: According to data from the General Administration of Customs compiled by the China Association of Automobile Manufacturers, auto parts imports reached $1.52 billion in March 2026, a 3.4% month-on-month increase and a 2.1% year-on-year decline. In the first quarter of 2026, auto parts imports totaled $4.83 billion, up 4.5% from the previous year.Gasgoo: Ouye Semiconductor recently announced the completion of a C-round financing worth hundreds of millions of yuan. The round was jointly participated in by SDIC Capital, the Shenzhen "20+8" new energy vehicle fund managed by Toukong Cornerstone, Nanshan Strategic Emerging Industry Investment, and Binfu Capital. The funds will be used to strengthen technology R&D, drive product mass production, and expand into multi-industry markets.
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