OEM Trends | OEM TrendGasgoo: On April 23, Voyah announced that its new model, the Voyah Taishan X8, secured over 20,000 orders within 20 hours of pre-sales opening. The mid-to-large five-seat SUV is priced between 302,900 and 389,900 yuan and represents Voyah's first strategic model following its Hong Kong listing. The official market launch is expected in May 2026.IT Home: On April 23, ZEEKR announced that cumulative deliveries of the ZEEKR 9X have surpassed 50,000 units. By February, the model had reached 30,000 cumulative deliveries; March alone saw monthly sales exceed 10,000 units. The company claims that one in every three vehicles sold above 500,000 yuan is a ZEEKR 9X.Gasgoo: On April 23, NIO founder, chairman and CEO William Li handed over the keys to the 100,000th new ES8 customer — Jiang Zheyuan, founder and chairman of Beijing Noetix Robotics Technology Group — at the NIO House in Beijing Future Science City. The new ES8 reached the 100,000-delivery milestone in just 215 days, setting a fresh record for sales and deliveries among high-end models priced above 400,000 yuan in China's passenger vehicle market.Cailian Press: On April 23, Volkswagen's China chief indicated that the company now expects China sales to reach a maximum of 3.2 million vehicles by 2030, down from the previous target of up to 4 million units.Jiemian News: On April 23, Hyundai Motor Company released its first-quarter 2026 results: revenue came in at 45.94 trillion KRW, up 3.4% year-on-year; operating profit stood at 2.52 trillion KRW, down 30.8%; and net profit reached 2.59 trillion KRW, a decline of 23.6%.Jiemian News: On April 23, Tesla revealed that its third-generation humanoid robot is expected to debut mid-year, with formal production set to begin between July and August 2026. Product testing is progressing steadily, and external deployment is anticipated next year. Tesla described the humanoid robot as poised to become the highest-volume product in its history.Quick Technology: According to reports, Ford Motor has announced a major organizational overhaul — dissolving its standalone EV division, Model e, and establishing a new Product Creation and Industrialization Division that will deeply integrate electric, digital, design and global manufacturing operations. The move will be led by Chief Operating Officer Kumar Galhotra. Doug Field, the former Tesla executive who spearheaded Ford's EV transition, will depart in May.IT Home: Volvo Cars expects production of its new all-electric EX60 SUV to reach up to 40,000 units this year. With EX60 production now underway in Sweden, CEO Håkan Samuelsson revealed that market demand has already exceeded initial expectations. When Volvo launched the EX60 in January, the company noted it was considering adding an extra week of production during the summer to meet demand.Parts Suppliers | Supply Chain NewsJiemian News: On April 23, construction began on the second phase of Envision AESC's Yichang Gigafactory. The expansion plans call for 60GWh of next-generation energy storage cell capacity and 60GWh of AI energy storage system capacity, with full production expected by 2027. Combined with the first phase's 40GWh, the facility will become the world's first 100GWh-scale integrated energy storage base.Gasgoo: Desay SV and NVIDIA will jointly unveil a new intelligent driving solution during the Beijing Auto Show. Built on the NVIDIA DRIVE AGX Thor accelerated computing platform and incorporating NVIDIA NVLink interconnect technology, the solution aims to tackle development challenges for L3/L4 autonomous driving — with potential applications extending to embodied AI and other edge computing domains.Gasgoo: Noetix Robotics has officially signed a strategic cooperation framework agreement with JD.com. The two parties will collaborate deeply on product design, user operations and channel expansion, with a target of reaching over 1 million users across Noetix Robotics's full product lineup within three years. As a representative Chinese company focused on consumer-grade humanoid robots, Noetix Robotics first partnered with JD.com during the 2026 CCTV Spring Festival Gala — with its robots driving notable sales growth during offline displays at JD MALL. The new agreement marks an upgrade from pilot cooperation to a long-term strategic partnership.Industrial Focus | Industrial EconomyJiemian News: On April 23, Hong Kong-listed chip stocks slipped, with Hua Hong Semiconductor falling more than 7%, SMIC dropping over 2%, and Shanghai Fudan declining nearly 1%.Cailian Press: Recently, the Shanghai Municipal Statistics Bureau released data showing the city's fixed asset investment grew 7.6% year-on-year in the first quarter. Notably, purchases of equipment and tools surged 72.4%, contributing 7.7 percentage points to overall fixed asset investment growth. Among key sectors, industrial investment climbed 22.8%, driven by projects in integrated circuits, semiconductor manufacturing, automotive manufacturing and shipbuilding. Meanwhile, urban infrastructure investment rose 13.7% as the city ramped up new infrastructure and public welfare projects.Gasgoo: Pudu Robotics recently completed a new funding round totaling nearly 1 billion yuan. The round was co-led by Longang Financial Holdings and Asia Investment Capital, with participation from BAIC Capital, Lens Technology, Honghui Fund, government guidance funds from the Pearl River Delta and Yangtze River Delta regions, and other prominent hard-tech investors. The raise pushes Pudu Robotics' valuation past the 10 billion yuan mark.Gasgoo: FAW Qiyi (Shenzhen) Technology Co., Ltd. has formally completed its angel round capital increase. The transaction was conducted through the Shenzhen United Property Exchange, raising a total of 400 million yuan from FAWAY, Faway, Shenzhen Dapeng Guidance Fund, and Shenzhen Investment Holdings Cornerstone Fund. This marks Qiyi Technology's first market-based financing since its establishment — and stands as one of the largest early-stage funding rounds in China's eVTOL sector.