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Stellantis Negotiates Use of ZeroRun Electric Vehicle Technology

Leapmotor Capital Increase to 5.558 billion RMB

ZiRun Auto COO Xu Junbo Outlines Future Goals in Internal Letter

Leapmotor Delivered 32,059 Units in January, Up 27% YoY, Adding 85 New Stores

Zero Run Auto Indirectly Wholly Owns the Establishment of Jinhua Lingai Electronics Co., Ltd.

Leapmotor's Sales Service Company Increases Registered Capital to 850 Million Yuan

FAW Signs Strategic Cooperation Agreement with ZeroRun Automobile

Leapmotor Unveils A10 SUV at Brussels Auto Show

Leapmotor's New D19 SUV Planned For April 2026 Launch

Leapmotor Applies for Approval of A10 Compact Electric SUV

Zhejiang Lixiang Auto Sales Service Co., Ltd. Capital Increase to 850 Million RMB

Zhejiang LITORE Technology Fully-owned Subsidiary Hangzhou Lingqi Auto Sales Service Co., Ltd. Established

Leapmotor's Sales Continue to Grow, Leading the New Energy Vehicle Race

Intramco Europe B.V. reaches cooperation with ZeroRun Auto

Leapmotor's Lafa5 sells 17,042 units in 35 days after launch

Zhejiang Lixiang Introduces State-Owned Enterprise for About 430 Million USD in Funding

Leapmotor issued 59.964 million shares to Jinyi High-tech

Leapmotor Unveils First Look at New MPV Model Leapmotor D99

Huatai Securities and Piper Sandler Maintain Buy Rating on ZeroRun Technology H Shares

Leapmotor Delivered 596,555 Vehicles in 2025 with 103.1% YoY Growth

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Chinese automakers, including Nio, Xpeng, and Geely, are focusing on overseas expansion and AI to stay competitive in 2023. They aim for significant growth, with Leapmotor targeting one million vehicles by 2026 and Xpeng aiming for 550,000 to 600,000 units. However, the China Association of Automobile Manufacturers projects only a 1% increase in vehicle sales. Companies are investing heavily in AI technologies, with Xpeng planning to mass-produce robots and flying cars. The market is expected to consolidate, favoring leading firms while smaller players struggle.

- Chinese automakers, including Nio and Xpeng, are focusing on overseas expansion and artificial intelligence to achieve ambitious growth targets in 2026.  
- Leapmotor aims for one million vehicles and Xpeng targets sales of 550,000 to 600,000 units, while industry forecasts predict only a modest 1 percent increase in vehicle sales.  
- Competition in the automotive sector is intensifying, with experts noting a concentration of industry leaders and a need for resource investment to maintain market positions.

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GEELY AUTO

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

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Chinese Carmakers Bet on Global Push, AI to Stay Competitive

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Stellantis risks being overtaken by its Chinese partner, Leapmotor, following a joint venture that grants Stellantis exclusive rights to build and sell Leapmotor's electric vehicles outside China. Leapmotor's sales are projected to rise significantly, with expectations of reaching 150,000 exports in 2026 and a target of 4 million cars sold by 2030. While Stellantis faces a $27 billion writedown and anticipates a net loss for 2025, Leapmotor is on track for its first annual profit. This divergence highlights the competitive landscape in the EV market, prompting other automakers to reconsider their partnerships with Chinese firms.

Reuters

Stellantis NV

BREAKINGVIEWS-Stellantis turns Chinese partner to future rival

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HSBC Research expects BYD to launch the "Super e Platform" in early March, enhancing range and efficiency technology standards, which will impact competitive strategies in the second quarter. The bank is focused on milestones in autonomous driving, believing that policy support will facilitate the commercialization of autonomous driving, and expects the pricing environment for passenger vehicles to remain resilient. It recommends BYD, Leapmotor, XPeng, Horizon Robotics, CATL, and Top Group, with investment ratings and target prices as follows: BYD buy at 139 yuan, Leapmotor buy at 66.7 yuan, CATL buy at 594 yuan, Horizon buy at 11 yuan, Top buy at 82 yuan, XPeng buy at 27.7 USD

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First Trust S-Network Future Vehicles & Tech ETF

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HSBC Research: BYD's launch of the "Super e Platform" may raise technical standards, closely monitoring milestones related to autonomous driving

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Hyundai Motor Group is set to announce a multi-billion-dollar investment in South Korea's west coast, focusing on AI for autonomous driving and robotics. Shares of Hyundai and Kia surged by 10.5% and 15%, respectively, following reports of a potential 10 trillion won ($7 billion) investment over five years. This plan includes robotics, an AI data center, and hydrogen infrastructure, part of a broader commitment to invest 125.2 trillion won from 2026 to 2030. The initiative aligns with South Korean President Lee Jae Myung's push for investments outside Seoul.

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Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

Hyundai Motor to unveil multi-billion-dollar investment in South Korea, source says

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South Korea's Kospi index has surged over 40% this year, surpassing the 6000 mark for the first time. The index rose 0.6% to 6006.80, driven by gains in semiconductor and auto shares, following a rebound in U.S. equities. Major contributors included Samsung Electronics, SK Hynix, Hyundai Motor, and Kia. This rally was influenced by a significant chip deal between Meta Platforms and AMD, which alleviated concerns about AI's impact on technology firms.

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Samsung Electronics Co., Ltd. Sponsored GDR

Direxion Daily Korea Bull 3x Shares ETF

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

ISHRS MSCI S Korea Capped

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VanEck Semiconductor ETF

South Korea's Kospi Gains Over 40% This Year, Breaks Above 6000

New electric vehicle (EV) prices in the USA have dropped by 2.3% over the last four months, averaging $61,860, while gas car prices rose by 2.5%. The decline in EV prices is attributed to the removal of the $7,500 tax credit, with lower-cost models seeing the largest reductions. Notable price drops include the Hyundai Ioniq 5 (over $7,000) and Chevrolet Equinox EV (nearly $4,000). Premium models, however, have experienced price increases, indicating a shift in market dynamics.

- iSeeCars analyzed used EV prices and new car prices, revealing a 2.3% drop in new electric vehicle prices and a 2.5% increase in new gas car prices from September 2025 to January 2026.  
- The average price of electric vehicles fell from $63,327 to $61,860, while gas cars rose from $46,290 to $47,427, likely due to the absence of the $7,500 US EV tax credit.  
- Significant price drops were noted for models like the Hyundai Ioniq 5 and Chevrolet Equinox EV, indicating good deals in the current electric vehicle market.

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New EV List Prices Drop $1,500 in 4 Months in USA

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Hyundai Motor President Sung Kim has urged South Korea to pass a $350 billion U.S. investment package quickly, warning that the Trump administration may escalate tariff pressures on the auto sector despite a recent Supreme Court ruling. Hyundai and Kia suffered a $5 billion financial hit from tariffs last year, and Kim cautioned that increased tariffs could weaken the competitiveness of Korean companies amid industry transitions. The Korean government plans to adhere to the trade deal, but concerns remain about potential sector-specific tariffs.

- Hyundai Motor President Sung Kim urged South Korea to quickly pass legislation for a $350 billion U.S. investment package to mitigate tariff pressures from the Trump administration.  
- Hyundai and Kia experienced a financial hit of approximately $5 billion due to tariffs last year, and increasing tariffs could further weaken their competitiveness in the U.S. market.  
- The South Korean auto industry is in crisis amid potential sector-specific tariffs, emphasizing the urgent need for legislative action to adhere to the trade deal with the U.S.

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ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

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South Korea's Hyundai Motor warns US tariff pressure may intensify despite Supreme Court ruling

Leapmotor Co., Ltd. completed a capital increase on February 13, with registered capital rising from RMB 4.708 billion to RMB 5.558 billion, an increase of approximately 18%. Zhu Jiangming was changed from executive director to director, and several senior executives underwent changes. The company was established in 2017 and primarily engages in the sales of new energy vehicles and related products. The shareholder is Zhejiang Leap Technology Co., Ltd

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Leapmotor Co., Ltd. increased its capital to 5.558 billion yuan, an increase of approximately 18%

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Electric vehicle stocks in Hong Kong experienced a notable increase, with several companies seeing significant gains. According to Jin10, Leapmotor, Li Auto, NIO-SW, and Seresall rose by over 4%, while XPeng Motorsincreased by more than 3.9%. This upward trend reflects growing investor confidence in the electric vehicle sector, driven by advancements in technology and increasing demand for sustainable transportation solutions.

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Hong Kong Electric Vehicle Stocks Surge as Market Gains Momentum

Genesis is set to unveil the GV90, its first full-size electric SUV, by the end of 2026. The GV90 was recently spotted in a new royal green color ahead of its global debut. The SUV, described by Genesis Chief Creative Officer Luc Donckerwolke as the epitome of timeless design and sophisticated craftsmanship, features premium elements such as coach doors, swivel seats, and an immersive audio system, first previewed at the New York Auto Show last year with the Neolun Concept.

Electrek

Genesis GV90 gets the royal green treatment in latest appearance [Images]

The powerful IONIQ 5 N is equipped with an impressive 641 horsepower and features enhanced suspension and cooling systems for optimal track performance. The N Active Sound+ and N e-Shift technologies offer a unique and immersive driving experience not found in other electric vehicles. In 2026, the IONIQ 5 N will come with a new NACS port, making charging even more convenient. Hyundai's IONIQ model continues to push the boundaries of electric vehicle technology.

Unusual Whales

Hyundai IONIQ 5 N named Best Performance EV - up to 641 horsepower, track-ready, new NACS port for easier charging.

Hong Kong automotive stocks experienced a notable surge during intraday trading. According to Jin10, Xiaomi Groupsaw an increase of over 5%, while BYD Companyrose by more than 4%. Other automakers, including Li Auto, NIO, Geely Automobile, XPeng Motors, and Leapmotor, each recorded gains of 3%. This upward trend reflects a broader market rally within the sector.

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Hong Kong Auto Stocks Surge Amid Market Rally

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A Kia EV2 prototype excelled in a subzero range test in Norway, losing only 24.8% of its claimed range. The test, conducted in extreme cold, showed the EV2 covering 193 miles while temperatures ranged from 17.6°F to 23.8°F. Kia's prototype, equipped with a long-range battery, performed better than all other participating vehicles, including the Hyundai Inster and Kia EV4. Charging performance was also impressive, with the EV2 charging from 8% to 80% in under 37 minutes. The EV2 is set to enter production in Slovakia in July.

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SmartETFs Smart Transportation & Tech ETF

Freezing Temps Crush Range. But Kia's Newest EV Dominated This Test

Today’s Key News Recap

0202 | Dolphin Research Focus: 🐬 Macro/Industry 1) International precious metals have sold off sharply since the weekend, with gold and silver down materially on a hawkish Fed chair nominee, a stronger USD and higher UST yields, concentrated profit-taking, and deleveraging by levered funds. The violent swings highlight fragile risk sentiment; near term, the market likely chops in a consolidation range with elevated vol risk.2) EV startups posted their first Jan delivery prints with wide divergence in YoY growth, and Leapmotor led the pack with 32,059 units. ...

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Allianzim US Large Cap Buffer10 Mar ETF

Gold and silver slump, cooling the market; BABA's Qwen adds RMB 3 bn for Lunar New Year | Daily News Recap

1229 | Dolphin Research Focus: 🐬 Macro/Industry 1) On Dec 27, MIIT established the 'Humanoid Robotics and Embodied Intelligence Standardization Technical Committee' in Beijing. The committee is chaired by the ministry's Chief Engineer, with the secretariat housed at the Beijing Electronics Society.Corporate members account for 50%+, including leaders such as Xiaomi and Huawei. Its mandate is to set standards across foundational technologies, key components, and safety, prioritizing urgent areas like multimodal perception and system-level safety, while aligning with Intl norms.This is a key milestone for industry standardization. Unified standards can lower component compatibility costs...

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National Standards Committee for Humanoid Robots Formed; Huawei and Xiaomi Join; FAW invests RMB 3.7bn in Leapmotor | Daily News Recap

$Ford Motor(F.US) announced it is taking a massive $19.5B write down of its EV assets, in a strategic shift away from pure EVs and toward extended range hybrids. The write down was the latest admission that Ford can’t make money by simply launching EV brand extensions of its highly profitable gas powered vehicles.

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1209 | Dolphin Research Focus: 🐬 Macro/Industry 1) Hong Kong Exchanges and Clearing Ltd. (HKEX) announced the HKEX Tech 100 Index, tracking the 100 largest Southbound Stock Connect-eligible tech names across six themes, including AI, biotech, and autonomous driving. The index fills a gap for a broad-based vehicle covering diversified China tech in HK and could attract more southbound flows.🐬 Single Stock 1) $NVIDIA(NVDA.US). Trump posted on Truth Social...

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HKEX debuts flagship Tech Index; NVDA H200 cleared for China exports | Daily News Recap

Prices of the electronic material, CCL (copper clad laminate) are on the rise in step with surging copper prices, media report, with Nan Ya Plastics hiking prices 8% and rivals Taiwan Union, ITEQ Corp., raising prices in tandem as they see no room for copper prices to fall with the metal’s widespread use in data centers and electric vehicles. CCL is a key material used in printed circuit boards (PCBs).Source: Dan Nystedt

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Confident in achieving quarterly breakeven in the fourth quarter

Nio (3Q25 Minutes): Expects 20% vehicle gross margin in 2026, achieving full-year Non-GAAP profitability

CT-LEAP@EC2608A(25260.HK)

Chinese Carmakers Bet on Global Push, AI to Stay Competitive

BREAKINGVIEWS-Stellantis turns Chinese partner to future rival

HSBC Research: BYD's launch of the "Super e Platform" may raise technical standards, closely monitoring milestones related to autonomous driving

Hyundai Motor to unveil multi-billion-dollar investment in South Korea, source says

South Korea's Kospi Gains Over 40% This Year, Breaks Above 6000