OEM Trends | Automaker NewsGasgoo: On August 11, Changan NEVO announced that cumulative sales of its new Q05 have officially topped 100,000 units. In July, the model delivered 18,871 units, securing the top spot in compact SUV sales for four consecutive months, while also claiming the crown for cumulative sales in the segment for the first half of 2026. As a core model for Changan NEVO, the new Q05 is positioned as a 100,000-yuan-class pure electric SUV, with an official starting price of 79,900 yuan.IT Home: On August 11, AISTALAND released a teaser for its first SUV, the Qijie GX7, confirming it will be among the first to feature the Harmony Cockpit 6. The vehicle is set to launch in the second half of this year, with a projected main sales price range of 300,000 to 350,000 yuan. On the smart interaction front, the car features the "Changliao Agent" debuting on the Harmony Cockpit 6 MoLA 2.0 architecture, along with key interactive features like the new "Little Sable Kiki" theme and the physical smart pet "Hamengmeng."IT Home: On August 11, Geely Galaxy's official Weibo account announced that the Geely Galaxy A7 has passed its first anniversary, with cumulative sales exceeding 100,000 units. This April, the 2026 Geely Galaxy A7 EM and A7 EV officially launched. The A7 EM is priced between 97,800 and 131,800 yuan, while the A7 EV is priced at 112,800 yuan or 119,800 yuan.Jiemian News: Recently, Li Auto revealed in a Q&A session about its Livis AI glasses that, under current plans, the second generation of the Livis is expected to arrive in the second half of next year. A native adaptation version based on the Harmony system is also under development. Additionally, the new Li Auto L9, L8, and L6 now support AI-glass-directed parking. Currently, more models are undergoing testing, with availability opening to more users in mid-to-late August.Gasgoo: Recently, BAIC Group held a ceremony at its R&D base for the delivery of its 40 millionth vehicle, officially handing over the Arcfox Wendao V9 to owner Zhou Tao. This move marks BAIC Group's cumulative production surpassing 40 million units, signaling a new stage of development. Zhang Jianyong, the group's Party Secretary and Chairman, stated at the ceremony that reaching 40 million units represents 40 million instances of user trust and reflects the growth journey of Beijing's automotive industry from scratch.Supply Chain News | Component MakersGasgoo: On August 11, Roechling Automotive announced it secured a nomination for Leapmotor International's (LPMI) European vehicle projects. The company will supply active aerodynamics, exterior components, and fluid management parts for Leapmotor's upcoming European launches. Related products will be manufactured at Roechling's plant in Araia, Spain, supporting the Leapmotor European project through localized production.CLS News: On August 11, South Korean battery giant Samsung SDI announced a partnership with General Motors to jointly develop prismatic battery cells for GM's next-generation electric vehicles. In a press release, Samsung SDI stated that the two sides signed a joint development agreement to collaborate on creating prismatic batteries that combine high energy density with fast-charging capabilities.Gasgoo: On August 11, corporate registry platform Qichacha revealed that PowerCo Battery (Dalian) Co., Ltd. has completed registration, with Volkswagen (China) Investment Co., Ltd. taking a stake. This marks another addition to Volkswagen's battery industry footprint in China, as the automaker continues to refine its localized supply chain for electrification.Gasgoo: Recently, Autoliv Wuhu Safety Systems Co., Ltd. held a groundbreaking ceremony in Jiujiang District, Wuhu City, Anhui Province. The new plant will focus on automotive airbag products, building modern production workshops and automated assembly lines. Operations are scheduled to officially begin in 2027.Gasgoo: According to reports, sources familiar with the matter revealed that Sony Group and TSMC are discussing an investment plan totaling about 1 trillion yen (approximately 6.4 billion USD) to build an image sensor factory the two plan to establish in Japan. The sources said the companies aim to start production at the new plant in 2029. However, a specific timeline for the investment has not yet been finalized. Following the news, Sony shares briefly rose 2.2%, while TSMC shares climbed 1.7%.Industrial Economy | Macro FocusJiemian News: On August 11, Hong Kong stocks closed with the Hang Seng Index down 1.1% and the Hang Seng Tech Index down 1.93%. The automotive sector weakened, with NIO-SW and Geely Automobile falling over 4%, XPENG dropping nearly 3%, and Chery Automobile sliding more than 2%.CLS News: On August 11, the CPCA (China Passenger Car Association) stated that the passenger car market in August 2026 presented a trend of "weak aggregate recovery and strong structural differentiation." With 21 working days overlapping the off-peak summer season, the pace of recovery in the terminal market has been gradual, shaped by a mix of macro and industry factors. Impeded navigation through the Strait of Hormuz drove international oil prices up in July, leading to two cumulative hikes in domestic refined oil prices totaling nearly 985 yuan per ton. This significantly raised the cost of owning and fueling traditional vehicles, continuing to suppress consumer willingness to buy them. The sustained weakness in traditional fuel demand has become a core external tailwind for new energy vehicles, continuously expanding their growth room in both domestic and overseas markets.CLS News: On August 11, data released by the CPCA showed that new retail share of "new forces" reached 26.8% in July, an increase of 5.4 percentage points year-on-year. Pure electric sales accounted for 77.6% of new force models, a significant jump from 63.7% in the same period last year. Within the new force pure EV segment, sales in the 100,000 to 150,000 yuan range saw substantial growth. Independent NEV brands from traditional automakers—often called "second-generation startups"—performed strongly, capturing a 17.7% share, up 5.4 percentage points year-on-year.Jiemian News: On August 11, data from the General Administration of Customs compiled by the China Association of Automobile Manufacturers showed that from January to June 2026, the cumulative value of automotive goods exported to countries along the "Belt and Road" reached 83.67 billion USD, a year-on-year increase of 30.8%, accounting for 57.5% of total auto goods exports. Specifically, 3.381 million complete vehicles were exported, up 48.1%; exports of new energy vehicles reached 1.135 million units, jumping 59.4%.Jiemian News: On August 11, a latest report from Goldman Sachs indicated that as investment in AI computing infrastructure continues to expand, the AI investment theme is shifting from a computing power race to end-user applications, with humanoid robots poised to become the next growth engine. Goldman Sachs believes labor shortages and automation demand will provide long-term structural support for the robotics industry. The bank estimates humanoid robots are still in the transition phase from technical verification to commercialization, with large-scale deployment likely unfolding between 2027 and 2029. Global shipments are projected to reach 76,000 units in 2027 and rise to 502,000 by 2032.