13F report: highland increased its holdings of pinduoduo in the fourth quarter, Huazhu and apple reduced their holdings of Jingdong and Weilai automobile, etc

Chassis Supply Chain's "iPhone Moment": China's Tier 1 Shift as LeeKr Emerges

Over the past decade, China's electric vehicle (EV) industry has evolved from a niche experiment into a leading force in the global automotive landscape. In the first ten months of 2025, China exported over 2 million EVs, nearly double the year-earlier figure. From European city streets to Southeast Asian highways and Latin American urban centers, Chinese EVs have emerged as one of the most prominent symbols of a new era of “Made in China.”

JD Logistics (京东物流) Facilitates the Launch of Rox Motor’s (极石汽车) UAE Spare Parts Center, Reducing Middle East After-Sales Repair Cycles by Over 7 Times

On April 29, JD Logistics (京东物流) and the high-end intelligent rugged SUV brand Rox Motor (极石汽车) officially announced a deep partnership. A regional automotive spare parts center, co-constructed and operated by both parties in Dubai, UAE, has officially commenced operations.

Geely Auto (吉利汽车) Officially Enters Austria, Partnering with AutoWallis to Cultivate Central European NEV Market

On April 28, Geely Auto (吉利汽车) and AutoWallis, a well-known Austrian automotive distribution company, officially signed a cooperation agreement. Under the terms of the agreement, AutoWallis will gain exclusive import and distribution rights for the Geely (吉利) brand in the Austrian market.

CATL (宁德时代) and HyperStrong (海博思创) Secure 60GWh Mega-Order, Launching Mass Production Era for World's Largest Sodium-Ion Storage Project

On the evening of April 27, CATL (宁德时代) and HyperStrong (海博思创), a leading domestic energy storage system integrator, signed a strategic cooperation agreement in Ningde, Fujian. The two parties announced a partnership involving a total of 60GWh in sodium-ion battery orders for energy storage over the next three years.

Politburo Meeting Sets Tone for "15th Five-Year Plan" Start, Addressing "Involuted" Competition and Implementing "AI Plus" Initiative

On April 28, the Political Bureau of the CPC Central Committee (中共中央政治局) held a meeting to analyze the current economic situation. The meeting noted that China's economy saw a strong start in the first quarter (GDP grew 5.0% year-on-year), with major indicators exceeding expectations. As the first Politburo meeting focused on economic work following the start of the "15th Five-Year Plan" (十五五) cycle, it released policy signals characterized by a high sense of urgency.