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| date | cat | title / summary | sent | matl | impact | conf | horizon | catalyst tags | tickers |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-11 | BYD |
BYD launches 2027 Seal 06 with 630 km range, second-gen Blade Battery
↗
BYD launches 2027 Seal 06 with 630 km range, second-gen Blade Battery
|
0.20 | 0.50 | 0.10 | 0.80 | 0-6m | product_launch | 1211.HK, 0175.HK |
| 2026-08-11 | Xpeng |
Xpeng starts G9L pre-sales with 6 versions spanning BEV and EREV
↗
Xpeng starts G9L pre-sales with 6 versions, priced from 259,800 yuan
|
0.20 | 0.50 | 0.10 | 0.80 | 0-6m | product_launch | 9868.HK, 2015.HK |
| 2026-08-11 | Leapmotor |
Leapmotor launches A05, taking aim at entry EV market led by Geely Xingyuan
↗
Leapmotor launches A05 compact EV, targeting entry market led by Geely Xingyuan
|
0.20 | 0.60 | 0.12 | 0.80 | 0-6m | product_launchmarket_competition | 9863.HK, 0175.HK, 9973.HK, 1211.HK |
| 2026-08-11 | Nio |
Nio July deliveries breakdown: ES8 back above 10,000, ES9 slips to 6,315
↗
Nio July deliveries: ES8 up 14.7% to 10,288, ES9 down 26.5% to 6,315
|
0.20 | 0.60 | 0.12 | 0.90 | 0-6m | delivery_updateproduct_mix | 9866.HK |
| 2026-08-11 | EV Industry |
China NEV retail falls for 7th month in July, yet penetration sets record
↗
China NEV retail sales fall 3.9% y/y in July, penetration hits record 65.1%
|
-0.20 | 0.60 | -0.12 | 0.80 | 0-6m | sales_declinemarket_penetration | 1211.HK, 0175.HK, 9863.HK |
| 2026-08-11 | Li Auto |
Li Auto to report Q2 results on August 26 as sales slump tests profitability
↗
Li Auto to report Q2 results on August 26 amid sales slump
|
-0.40 | 0.80 | -0.32 | 0.90 | immediate | earnings_reportsales_slump | 2015.HK |
| 2026-08-11 | German Auto |
VW's first sedan with urban NOA, ID. ERA 5S, opens pre-sales in China from about $17,100
↗
VW's ID. ERA 5S hybrid sedan with urban NOA opens pre-sales in China
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | new_model_launchpre_sales | 0666.HK, 9660.HK |
| 2026-08-10 | BYD |
BYD's electric kei car draws 1,002 orders in Japan in 2 weeks
↗
BYD's Racco electric kei car gets 1,002 orders in Japan in 2 weeks
|
0.60 | 0.40 | 0.24 | 0.80 | 0-6m | order_winmarket_share_gain | 1211.HK |
| 2026-08-10 | Leapmotor |
Leapmotor A05 launch pushed to August 11 after typhoon disruption
↗
Leapmotor delays A05 launch to August 11 due to typhoon
|
-0.10 | 0.40 | -0.04 | 0.80 | 0-6m | launch_delaytyphoon_disruption | 9863.HK, 9973.HK, 1211.HK, 0175.HK |
| 2026-08-10 | Xpeng |
Xpeng G9L to make debut, start pre-sales on August 11
↗
Xpeng to debut G9L SUV on Aug 11, start pre-sales
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launch | 9868.HK |
| 2026-08-09 | Battery |
CATL aviation battery clears key safety test, paving way for use in eVTOLs
↗
CATL aviation battery passes key safety test, paving way for use in eVTOLs
|
0.60 | 0.70 | 0.42 | 0.90 | 6-18m | product_certificationnew_market | 3750.HK |
| 2026-08-08 | GWM |
GWM to launch Wey V8X 5-seat flagship SUV on August 14
↗
GWM to launch Wey V8X 5-seat flagship SUV on August 14
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launch | 2333.HK |
| 2026-08-08 | Changan |
Avatr launches 07L SUV, taking on Xiaomi YU7 with Huawei ADS 5 and 725 km range
↗
Avatr launches 07L SUV with Huawei ADS 5 and 725 km range
|
0.40 | 0.60 | 0.24 | 0.80 | 0-6m | product_launchcompetition | 3750.HK, 1810.HK |
| 2026-08-08 | Nio |
Nio's flagship SUV ES9 tops 20,000 deliveries, second 10,000 in 6 weeks
↗
Nio's ES9 SUV tops 20,000 deliveries, second 10,000 in 6 weeks
|
0.60 | 0.80 | 0.48 | 0.90 | 0-6m | delivery_milestonesales_growth | 9866.HK, 9868.HK |
| 2026-08-08 | BYD |
BYD's 2027 Seal 06 set for August 11 launch with LiDAR-based driver assistance
↗
BYD to launch 2027 Seal 06 with LiDAR on August 11
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launchtechnology_upgrade | 1211.HK |
| 2026-08-08 | BAIC |
Arcfox files battery-swap version of Beta T1, tapping CATL's swap system
↗
Arcfox files battery-swap version of Beta T1, using CATL's swap system
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launchpartnership | 3750.HK |
| 2026-08-08 | GWM |
GWM files all-electric Wey V9X, 6-seat flagship SUV measures about 5.3 meters long
↗
GWM files all-electric Wey V9X, 6-seat flagship SUV
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_filingnew_model | 2333.HK |
| 2026-08-07 | German Auto |
SAIC VW ID. ERA 5S plug-in hybrid sedan to begin pre-sales on August 11
↗
SAIC VW ID. ERA 5S plug-in hybrid sedan to begin pre-sales on August 11
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launch | 0666.HK |
| 2026-08-07 | Battery |
Nio's 120-kWh battery pack still in the works, will fit all models
↗
Nio still developing 120-kWh battery pack, compatible with all models
|
0.20 | 0.40 | 0.08 | 0.80 | 6-18m | product_developmentbattery_technology | 9866.HK |
| 2026-08-07 | German Auto |
SAIC VW files ID. ERA 5X SUV, first all-electric model in ID. ERA lineup
↗
SAIC VW files ID. ERA 5X, first all-electric model in ID. ERA lineup
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | new_model_filingelectric_vehicle | 3750.HK |
| 2026-08-07 | Nio |
Nio launches first fifth-gen swap stations in 7 cities, opening network to Firefly
↗
Nio launches 1st 5th-gen battery swap stations, opens network to Firefly
|
0.60 | 0.70 | 0.42 | 0.90 | 0-6m | network_expansionproduct_compatibility | 9866.HK |
| 2026-08-07 | BYD |
BYD files updated Seal 07 sedan with larger dimensions, more power
↗
BYD files updated Seal 07 sedan with larger dimensions, more power
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_update | 1211.HK |
| 2026-08-07 | GAC |
GAC Aion files Ray 7 electric sedan, first model in new Ray series
↗
GAC Aion files Ray 7 electric sedan with MIIT
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | new_model_filingproduct_launch | 2238.HK, 3750.HK |
| 2026-08-07 | Dongfeng |
Dongfeng Nissan files NX7 as plug-in hybrid with 40.9-kWh CATL battery
↗
Dongfeng Nissan files NX7 plug-in hybrid with 40.9-kWh CATL battery
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | new_model_launchproduct_filing | 3750.HK |
| 2026-08-07 | BYD |
BYD Fang Cheng Bao files for Tai 9, its largest SUV yet
↗
BYD's Fang Cheng Bao files for Tai 9, its largest SUV
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_filing | 1211.HK |
| 2026-08-07 | Geely |
Smart #2 completes regulatory filing in China as ForTwo successor nears launch
↗
Smart #2 completes regulatory filing in China, nearing launch
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | regulatory_filingnew_model_launch | 0175.HK, 3750.HK |
| 2026-08-07 | Leapmotor |
Leapmotor's sub-$10,000 A10 SUV hits 100,000-unit production milestone 135 days after launch
↗
Leapmotor's A10 SUV hits 100,000-unit production milestone 135 days after launch
|
0.70 | 0.80 | 0.56 | 0.90 | 0-6m | production_milestonesales_record | 9863.HK, 1211.HK, 0175.HK |
| 2026-08-07 | Changan |
Deepal launches updated S05 electric SUV, starting at about $17,000
↗
Deepal launches updated S05 electric SUV, priced from $17,000
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launch | 000625, 3750.HK, 9660.HK |
| 2026-08-07 | Battery |
Global EV battery market share in H1 2026: CATL 39.9%, BYD 14.4%
↗
CATL and BYD dominate global EV battery market in H1 2026
|
0.05 | 0.60 | 0.03 | 0.90 | 0-6m | market_share | 3750.HK, 1211.HK, 3931.HK |
| 2026-08-07 | Nio |
Nio tops 120 million battery swaps as 4,000th swap station goes live
↗
Nio surpasses 120 million battery swaps, launches 4,000th swap station
|
0.60 | 0.70 | 0.42 | 0.90 | 0-6m | milestone_reachedinfrastructure_expansion | 9866.HK |
| 2026-08-06 | Geely |
Smart launches new-generation #1 in China, starting at about $22,100
↗
Smart launches new-generation #1 in China, starting at $22,100
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launch | 0175.HK |
| 2026-08-06 | Autonomous Driving |
Pony AI plans to deploy up to 1,000 Gen-4 autonomous heavy trucks in 2-3 years
↗
Pony AI to deploy 500-1,000 Gen-4 autonomous heavy trucks in 2-3 years
|
0.60 | 0.80 | 0.48 | 0.90 | 0-6m | capacity_expansiontechnology_advancement | Pony AI, 3750.HK |
| 2026-08-06 | American Auto |
Buick prices Electra L7 EV in China at about $25,000 in pre-sales
↗
Buick prices Electra L7 EV in China at about $25,000 in pre-sales
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launchpricing | 3750.HK, 6880.HK, 1810.HK |
| 2026-08-06 | Battery |
CALB responds to 'banana battery' fallout with quality overhaul
↗
CALB overhauls quality and safety after 'banana battery' incident
|
-0.30 | 0.80 | -0.24 | 0.90 | 0-6m | quality_overhaulsafety_improvements | 3931.HK, 3750.HK, 1211.HK |
| 2026-08-06 | BYD |
BYD Yangwang launches 4-seat version of flagship U8L SUV at about $215,000
↗
BYD's Yangwang launches 4-seat U8L SUV at $215,000
|
0.20 | 0.30 | 0.06 | 0.80 | 0-6m | product_launch | 1211.HK |
| 2026-08-06 | Japanese Auto |
Dongfeng Nissan unveils NX7 design as N series gets fourth model
↗
Dongfeng Nissan unveils NX7 design, 4th model in N series
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | new_model_launch | 3750.HK |
| 2026-08-06 | GWM |
GWM launches boxy H10 SUV to shore up weak China sales
↗
GWM launches H10 SUV to boost China sales
|
0.20 | 0.60 | 0.12 | 0.80 | 0-6m | new_model_launch | 2333.HK, 1211.HK |
| 2026-08-06 | Chery |
Freelander 8 pre-sales event rescheduled as strong typhoon approaches east China
↗
Freelander 8 pre-sales event delayed 4 days due to typhoon
|
-0.10 | 0.20 | -0.02 | 0.80 | immediate | event_delay | 9973.HK, 3750.HK |
| 2026-08-06 | Li Auto |
Li Auto launches cheaper entry version of i8 in bid to revive electric SUV sales
↗
Li Auto launches cheaper Li i8 Rear-Drive Long Range at 309,800 yuan
|
0.20 | 0.60 | 0.12 | 0.80 | 0-6m | product_launchprice_cut | 2015.HK |
| 2026-08-05 | EV Industry |
China's July NEV retail sales fall 2% to 970,000, preliminary CPCA data shows
↗
China's July NEV retail sales fall 2% to 970,000, down 4% from June
|
-0.20 | 0.60 | -0.12 | 0.80 | 0-6m | auto_salesNEV_sales | 1211.HK, 9866.HK, 9868.HK |
| 2026-08-05 | BAIC |
Huawei-backed Stelato starts pre-sales of G9 off-road SUV
↗
Huawei-backed Stelato starts pre-sales of G9 off-road SUV
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | new_product_launch | 9927.HK, 9973.HK |
| 2026-08-05 | Huawei |
Huawei-backed Maextro launches 2 luxury MPVs to take on Toyota Alphard, Lexus LM
↗
Huawei-backed Maextro launches 2 luxury MPVs, V680 and V800, to compete with Toyota Alphard and Lexus LM
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launchmarket_expansion | Huawei, 2015.HK |
| 2026-08-05 | Nio |
Basketball legend Yao Ming takes delivery of Nio ES9 after 2 months
↗
Yao Ming takes delivery of Nio ES9 after 2 months, highlighting strong demand
|
0.40 | 0.60 | 0.24 | 0.80 | 0-6m | delivery_updatedemand_outstrip | 9866.HK |
| 2026-08-05 | Xiaomi |
Xiaomi Sky Nomad pre-orders estimated at over 100,000, aiding its annual delivery goal
↗
Xiaomi Sky Nomad pre-orders estimated at over 100,000
|
0.60 | 0.70 | 0.42 | 0.80 | 0-6m | pre_orderdelivery_goal | 1810.HK |
| 2026-08-05 | BYD |
BYD's first Brazil-built plug-in hybrid goes on sale, running on gasoline, ethanol or electricity
↗
BYD launches first Brazil-built plug-in hybrid car
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launchlocalization | 1211.HK |
| 2026-08-05 | Nio |
Nio, Zhongan deliver 90 swap stations as partnership goes national
↗
Nio and Zhongan deliver 90 battery swap stations, expanding partnership nationwide
|
0.30 | 0.50 | 0.15 | 0.80 | 0-6m | partnership_expansioninfrastructure_development | 9866.HK, Gotion High-tech (002074) |
| 2026-08-05 | American Auto |
SAIC, GM extend China joint venture by 20 years to 2047
↗
SAIC, GM extend China joint venture by 20 years to 2047
|
0.50 | 0.80 | 0.40 | 0.90 | structural | joint_venture_renewalelectrification | SAIC Motor, 2238.HK |
| 2026-08-05 | Battery |
China's sodium-ion push widens with first electric mining truck delivery
↗
China's first electric mining truck powered by sodium-ion batteries delivered
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | sodium-ion_batterieselectric_mining_truck | 3750.HK, 1211.HK |
| 2026-08-05 | Japanese Auto |
Dongfeng Nissan teases NX7, its fourth N-series model, with LiDAR on roof
↗
Dongfeng Nissan teases NX7, its fourth N-series model, with LiDAR on roof
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | new_model_teaserproduct_launch | 3750.HK |
| 2026-08-05 | BYD |
BYD Fang Cheng Bao tops 500,000 cumulative sales in under 3 years
↗
BYD's Fang Cheng Bao tops 500,000 cumulative sales in under 3 years
|
0.60 | 0.70 | 0.42 | 0.90 | 0-6m | sales_growthnew_model_launch | 1211.HK |
| 2026-08-04 | EV Industry |
CPCA sees China's July NEV wholesale up 23% as fuel prices climb
↗
China's July NEV wholesales up 23% y/y, fastest growth in 2026
|
0.60 | 0.80 | 0.48 | 0.90 | 0-6m | sector_growthfuel_price_increase | 1211.HK, 0175.HK, 9973.HK, 9863.HK |
| 2026-08-04 | Tesla |
Tesla China's July wholesale sales at 93,579 units, highest so far this year
↗
Tesla China's July wholesale sales at 93,579 units, up 37.85% y/y
|
0.40 | 0.60 | 0.24 | 0.90 | 0-6m | sales_growthexport_increase | TSLA, 9863.HK, 1211.HK |
| 2026-08-04 | Xpeng |
Xpeng sets August 24 for Q2 earnings after 65% sequential jump in deliveries
↗
Xpeng to report Q2 earnings on August 24 after 65% sequential jump in deliveries
|
0.20 | 0.80 | 0.16 | 0.90 | immediate | earnings_previewdelivery_update | 9868.HK |
| 2026-08-04 | Policy |
China sets unified safety baseline for L3, L4 autonomous driving
↗
China sets unified safety baseline for L3, L4 autonomous driving
|
0.10 | 0.40 | 0.04 | 0.80 | 6-18m | regulatory_updateautonomous_driving | 000625 |
| 2026-08-04 | Battery |
Global ESS battery market share in H1 2026: CATL at 27.1% as non-China markets overtake China
↗
CATL leads global ESS battery market with 27.1% share in H1 2026
|
0.20 | 0.60 | 0.12 | 0.90 | 0-6m | market_shareindustry_trends | 3750.HK, 1211.HK, 3931.HK, 0666.HK |
| 2026-08-04 | BYD |
BYD Racco tops 700 orders in first week in Japan, report says
↗
BYD Racco tops 700 orders in Japan in first week
|
0.30 | 0.40 | 0.12 | 0.80 | 0-6m | order_winmarket_expansion | 1211.HK |
| 2026-08-04 | Nio |
Nio ES8 leads China EV owner loyalty, with buyers comparing just 1 rival on average, survey finds
↗
Nio ES8 leads China EV owner loyalty, with high satisfaction and low comparison shopping
|
0.60 | 0.70 | 0.42 | 0.80 | 0-6m | owner_loyaltyproduct_satisfaction | 9866.HK, 2015.HK |
| 2026-08-04 | Xpeng |
Xpeng details G9L interior with 'first-class cabin' pitch
↗
Xpeng reveals G9L SUV interior details, touting 'first-class cabin'
|
0.20 | 0.40 | 0.08 | 0.80 | 0-6m | product_launch | 9868.HK |
| 2026-08-04 | Nio |
Nio's flagship ES9 SUV set to reach 20,000th delivery this week
↗
Nio's ES9 SUV to reach 20,000th delivery this week
|
0.60 | 0.70 | 0.42 | 0.90 | 0-6m | delivery_milestonesales_growth | 9866.HK |
| 2026-08-03 | BYD |
BYD Denza opens Z9S pre-orders from $47,100 with 1,100-km range
↗
BYD's Denza brand starts pre-sales of Z9S sedan with 1,100-km range
|
0.40 | 0.50 | 0.20 | 0.80 | 0-6m | product_launch | 1211.HK, 1810.HK |