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Today’s Key News Recap

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0114 | Dolphin Research Focus: 🐬 Macro/Industry 1) The China Chamber of Commerce to the EU said talks on the EU's anti-subsidy probe into Chinese EVs have made solid progress, with the EU set to replace countervailing duties with price undertakings. Eligible Chinese auto exporters can apply for assessment to obtain tariff exemptions, and the framework follows WTO rules and the non-discrimination principle, giving exporters clearer visibility for shipments to Europe. This helps defuse the China‑EU auto trade dispute, benefits major exporters such as BYD and SAIC, and supports value‑chain and supply‑chain stability.2) With CSRC approval, the Shanghai, Shenzhen and Beijing exchanges issued a notice to adjust the margin requirement for margin financing. The notice adjusts the margin requirement ratio...

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Alphabet

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Roblox

Trip.com HK SDR 50to1

BYD HK SDR 10to1

US 'easing' on H200 chips hits a wall; TCOM tumbles late on antitrust probe | Daily News Recap

MG Launches MG 07 Electric Sedan

SAIC Motor released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 140.42 B (forecast CNY 163.79 B), actual EPS CNY 0.265 (forecast CNY 0.1614)

SAIC Motor to Release FY2026 Q1 Earnings on April 30 Pre-Market (BJT), Forecast Revenue CNY 163.79 B, EPS CNY 0.1614

SAIC Motor released FY2025 Q4 earnings on April 1 During-Market (BJT), actual revenue CNY 187.25 B (forecast CNY 181.89 B), actual EPS CNY 0.1781 (forecast CNY 0.3682)

SAIC Motor released FY2025 earnings on April 1 During-Market (BJT), actual revenue CNY 656.24 B (forecast CNY 668.84 B), actual EPS CNY 0.885 (forecast CNY 0.9544)

Buick GL8 PHEV Series Launches New Comfort DG Model

SAIC-GM Deploys Humanoid Robot 'Neng Zai 1'

SAIC Motor to Release FY2025 Earnings on April 2, 2026 During-Market (BJT), Forecast Revenue CNY 668.84 B, EPS CNY 0.9544

BYD's New Car Registrations in EU Soared by 185% in February

Shareholders Approve Upcoming Investment Plans for SAIC-GM

SAIC Motor surpasses BYD with 454,000 units sold in October, regaining top spot in domestic automobile sales

SAIC Motor released FY2025 9 Months Earnings on October 30 After-Market (BJT), Actual Revenue CNY 468.99 B, Actual EPS CNY 0.7061

SAIC Motor released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 169.4 B (forecast CNY 153.12 B), actual EPS CNY 0.1811 (forecast CNY 0.2284)

SAIC Motor Invests in Leading Sci-Tech Firms in Intelligent Electrification Industry Chain

SAIC Motor to Release FY2025 Q3 Earnings on October 31 After-Market (BJT), Forecast Revenue CNY 153.12 B, EPS CNY 0.2284

Chinese automakers double European sales, shift strategy to plug-in hybrids

China's Auto Exports Surge, With New Energy Vehicle Exports Doubling

SAIC Motor released FY2025 Q2 earnings on August 28 After-Market (BJT), actual revenue CNY 158.73 B (forecast CNY 161.45 B), actual EPS CNY 0.261 (forecast CNY 0.1888)

SAIC Motor released FY2025 semi-annual earnings on August 28 After-Market (BJT), actual revenue CNY 299.59 B, actual EPS CNY 0.525

SAIC Motor to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

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SAIC Audi is set to launch the AUDI E7X SUV on May 29, following pre-sales that began on May 8 with a starting price of 289,800 yuan, significantly lower than initial plans. The model integrates local Chinese technology and features a 109 kWh battery. This pricing strategy reflects a shift away from premium pricing in China's competitive EV market. Audi aims to expand its EV portfolio, with the E7X being the second model in its Chinese EV offensive.

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CATL

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SAIC Audi sets May 29 launch for AUDI E7X SUV, dropping premium pricing

The MG MG4 Urban is a practical compact electric hatchback priced at S$184,888, featuring a 54-kWh battery with a range of 405 km. It offers a spacious boot and a user-friendly interior, but lacks the charm of smaller cars. The vehicle includes a 10-year battery warranty and 10 years of free servicing. While it has decent agility, its driving experience is more sedate than exciting. Overall, it appeals to those prioritizing practicality over character.

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MG MG4 Urban review: Small EVs should be more like this for one reason

Audi is restructuring its joint ventures in China, with FAW Audi focusing on traditional fuel cars and SAIC Audi pivoting to the AUDI brand for electric vehicles. This move aims to enhance competitiveness in the EV market while maintaining profits from combustion engine sales. The changes will clarify roles and responsibilities between the two ventures, with SAIC Audi clearing its ICE inventory to focus solely on electric models. A new strategic cooperation agreement has been signed to develop next-gen AUDI models, integrating local technologies.

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Volkswagen AG

SAIC Audi reportedly to drop fuel cars as German carmaker reshuffles China JVs

The MG4, the world's first mass-produced EV with a semi-solid-state battery, has become a bestseller in China, reaching a production milestone of 100,000 units in just eight months. Launched at the Chengdu Auto Show, it has consistently ranked among the top three in its class, with sales exceeding 10,000 units monthly and a record of over 13,000 units sold in April.

Electrek

This $10,000 EV is a hit in China, and it’s offered with a semi-solid-state battery

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China's NEV retail sales increased by 27% in early May compared to April, reaching 226,000 units, despite a 13% year-on-year decline. The wholesale penetration rate for NEVs surpassed 60%, indicating a shift in production focus. Overall passenger vehicle sales also showed improvement, with a 36% month-on-month increase. Year-to-date, cumulative retail sales of passenger NEVs are down 17%, while total passenger vehicle sales have decreased by 19% compared to last year. The market is gradually recovering from previous lows, driven by demand following the Beijing Auto Show and Labor Day holiday.

- China's retail sales of new energy vehicles (NEVs) reached 226,000 units from May 1 to May 10, marking a 27% increase from April despite a 13% year-on-year decline.  
- The wholesale penetration rate for NEVs hit 60.3%, indicating a production focus shift among automakers, while total passenger vehicle retail sales also increased by 36% month-on-month.  
- Year-to-date retail sales of passenger NEVs are down 17%, totaling 2.984 million units, signaling a gradual recovery in the market following recent events.

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China's early May NEV sales rebound from April lows despite yearly drop

SAIC has opened pre-orders for the MG 4X, an electric SUV featuring a semi-solid-state EV battery, priced under $15,000 in China. This model follows the MG 4, touted as the world’s first mass-produced semi-solid-state EV. The MG 4X, unveiled in March, includes high-end features across all versions, such as rear-wheel drive and a five-link independent suspension. Pre-orders began on May 11, with a starting price of 99,800 yuan ($14,700). The new battery technology is expected to launch in Europe by the end of 2026.

This electric SUV with a semi-solid-state EV batttery costs under $15,000 in China

SAIC Motor's MG brand has teased the MG 07 sedan, its first model equipped with a roof-mounted LiDAR sensor, targeting the mainstream EV market in China. The MG 07 is expected to launch later this year, priced between 150,000 yuan ($22,060) and 200,000 yuan. The vehicle features a striking purple exterior and a design optimized for aerodynamics. Currently, MG's EV lineup includes the MG4 EV and MG Cyberster, with plans for a new SUV model, the MG 4X, also in development.

SAIC MG teases MG 07 sedan to expand EV lineup

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Huajing S, the first model from SAIC-GM-Wuling and Huawei, has launched in China with a starting price of 149,800 yuan ($22,030) after trade-in subsidies. This large hybrid SUV features Huawei's smart driving technologies, including the HarmonySpace 5.0 cockpit and Qiankun ADS Pro system. With a length of 5,235 mm, it targets the premium family vehicle segment and offers a powerful 1.5T plug-in hybrid powertrain. The launch signifies SGMW's entry into the higher-priced automotive market, challenging existing premium models.

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Huajing S, SGMW's first model with Huawei, launched with aggressive pricing

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SAIC Audi has commenced pre-sales for the AUDI E7X SUV, priced at 289,800 yuan ($42,610). This model, the second from the China-exclusive brand, features significant integration of local technologies, including CATL batteries and an advanced smart driving system from Momenta. The E7X aims to attract tech-savvy consumers in China and boasts a range of up to 751 kilometers. Audi and SAIC have also signed a strategic agreement to establish a new innovation center in Shanghai, focusing on developing future AUDI models for the Chinese market.

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SAIC Audi starts pre-sales for AUDI E7X SUV with heavy Chinese tech integration

SAIC Motor is set to launch the MG 4X electric SUV, featuring a semi-solid-state battery, in less than a week. This follows the introduction of the MG4, the first mass-produced EV with such technology, which began deliveries in December 2025. The MG 4X is priced from 102,800 yuan ($14,500) for the semi-solid-state variant, while the standard MG4 starts at 68,800 yuan ($9,800). The MG4 variants offer ranges of 437 km and 530 km with different battery capacities.

This electric SUV has a semi-solid-state EV battery, and it will go on sale in a few days

SAIC Motor(600104.SH)