Weekly Overview (19/04-25/04)
1. Junlebao (君乐宝) Plans to Enter Singapore and Other Southeast Asian Markets in June
2. OPPO Find X9 Ultra Makes Global Debut, Penetrating Europe’s High-End Market and Entering Mongolia
3. ByteDance's (字节跳动) Overseas Revenue Share Reaches Historic High in 2025
4. Tencent QClaw (小龙虾) Officially Launches Overseas Beta, Featuring "Zero-Threshold" AI Agent Collaboration
5. First Batch of Zhang Xue Motorcycles (张雪机车) for Europe to Ship in June
6. Toyota Partners with CATL (宁德时代) for Localized Battery Production in Indonesia, Aiming to Build ASEAN EV Hub
7. Huawei (华为) and Vietnam’s SHB Bank Enter Strategic Partnership to Accelerate Penetration into SE Asia's Financial Cloud Market
8. WeChat Pay (微信支付) Integrates National QR Codes in Five Asian Countries, Entering a Unified Era of "Scan-and-Pay"
9. JD.com (京东) Launches Integrated Platform for Domestic and Foreign Trade Services
10. Roborock's (石头科技) Overseas Revenue Surpasses 10 Billion CNY in 2025
11. Changan Automobile (长安汽车) Unveils 2030 "1445" Strategy, Partnering with Desay SV (德赛西威) for Global Intelligence Synergy
12. Toyota's Indonesian Subsidiary and CATL Collaborate on EV Battery Production
13. Chery (奇瑞) Partners with NVIDIA to Deepen "Physical AI" Strategy, Entering L4 Autonomous Driving and Robotics Tracks
14. VW Group Announces Strong Return with Over 20 New Energy Models Scheduled for 2026
15. DeepSeek-V4 Officially Released and Open-Sourced; Full Compatibility Achieved with Ascend 950 and A3 Supernodes
Selected Developments
1. OPPO Find X9 Ultra Makes Global Debut, Penetrating Europe’s High-End Market and Entering Mongolia
[Event] Recently, OPPO officially announced that its top-tier flagship Find X9 Ultra series will be launched outside of China for the first time, reaching 26 countries and regions simultaneously. The initial rollout includes core markets such as Spain, Italy, the UK, France, Sweden, and Singapore. Previously considered the "pinnacle" of OPPO's imaging technology and exclusive to the Chinese market, this global release signifies OPPO’s strategic shift from exporting individual products to globalizing its entire price-range portfolio.
In terms of market expansion, OPPO successfully entered two new markets this year: Austria and Mongolia. Entering Austria aims to strengthen the brand's channel layout in Europe’s core mid-to-high-end consumer segments, while the move into Mongolia completes its footprint in the emerging Central Asian market. Latest IDC data reveals that just three months after its European launch, shipments of the Find X9 series have already exceeded 20% of the total annual shipments for the previous Find X8 series, demonstrating strong market momentum. In the Spanish market specifically, sales in the first two weeks of the new model’s launch were nearly five times those of its predecessor.
Beyond breakthroughs in Europe, OPPO has maintained a significant lead in key global high-end sub-segments. According to statistics from the second half of 2025, OPPO ranked first among Android brands in the $600–$1000 price range in Mexico; led the $450–$550 segment for two consecutive years in Poland; and achieved a market share exceeding 50% in the same price bracket in Pakistan. The Find X9 Ultra is equipped with the Snapdragon 8 Elite Gen 5 processor, a dual 200MP Hasselblad imaging system, and a new high-density 7050mAh battery. The starting price in Europe is set at 1299 EUR, directly competing with the Samsung S26 Ultra and Apple's top-tier models.
2. Toyota Partners with CATL (宁德时代) for Localized Battery Production in Indonesia, Aiming to Build ASEAN EV Hub
[Event] Recently, Toyota Motor Manufacturing Indonesia (TMMIN) and CATL (宁德时代) officially announced a strategic partnership in Jakarta to promote the localized production of Hybrid Electric Vehicle (HEV) batteries in Indonesia. The project involves a total investment of approximately 1.3 trillion IDR (approx. 76 million USD). Battery production will leverage CATL’s existing facility in Karawang, West Java, and is expected to officially commence in the second half of 2026. The collaboration covers the entire core value chain—from cell and module manufacturing to battery pack assembly—marking Toyota’s transition from simple assembly to deep-level battery cell manufacturing in Indonesia.
This partnership is designed not only to enhance Toyota’s cost competitiveness in the Indonesian domestic market but also carries significant strategic export weight. Nandi Julyanto, President Director of TMMIN, stated that through this cooperation, Toyota Indonesia will become Toyota's first subsidiary in the ASEAN region with battery export capabilities, supplying both local models like the new Veloz Hybrid and global markets. Currently, the plant’s battery assembly capacity has reached 9,000 units per month. With the deep integration of CATL’s technology, the Domestic Component Level (TKDN) of the supply chain is expected to exceed 80%. This move aligns perfectly with the Indonesian government's "2030 Downstream Industrialization Strategy," which aims to utilize the country’s abundant nickel resources to transform Indonesia from a raw material exporter into a global battery manufacturing hub.
According to the latest data from the Association of Indonesia Automotive Industries (GAIKINDO), the Indonesian new energy vehicle market saw explosive growth in the first quarter of 2026, with retail sales exceeding 210,000 units. Wholesale sales of Battery Electric Vehicles (BEVs) reached 33,150 units in Q1, nearly doubling year-on-year, while Hybrid Electric Vehicles (HEVs) maintained steady growth of 21.3%. Although Toyota remains the market leader in Indonesia with a 30.4% share, Chinese brands led by BYD, Chery, and Jaecoo are growing rapidly, with BYD cracking the top six in sales during the first quarter. By aligning with CATL, Toyota intends to leverage mature Chinese battery technology to reinforce its defensive moat in Southeast Asia against intensifying competition.
3. Tencent QClaw Officially Launches Overseas Beta, Featuring "Zero-Threshold" AI Agent Collaboration
[Event] Recently, QClaw, an AI agent product developed by the Tencent PC Manager team, officially entered its international beta phase. For its overseas expansion, QClaw continues its "minimalist" strategy, emphasizing zero-threshold, deployment-free, and instant usability. Built on the open-source OpenClaw framework, the product is primarily designed for non-technical users and supports local operation on Windows and macOS devices. The international version deeply integrates with mainstream instant messaging tools like WhatsApp and Telegram, allowing users to call multiple top-tier international large models through simple conversation to quickly implement AI agents in daily productivity and knowledge management.
Notably, Peter Steinberger, the founder of OpenClaw and currently at OpenAI, publicly expressed his support for the product's launch on X. Steinberger revealed that the Tencent team collaborated closely with the OpenClaw project during development, providing extensive evaluation data to improve OpenClaw’s harness performance and contributing fixes and improvements back to the open-source community. Tencent stated that the international version was developed in just five days, with 99% of its code generated autonomously by QClaw itself, based on over 80 feature iterations from the Chinese version.
To attract early adopters, Tencent introduced an aggressive incentive program during the beta period. Effective immediately, QClaw is giving away 40 million tokens daily to beta users (valued at approximately $700 per day) and has opened 20,000 "Founding Claw" spots. Currently, the QClaw international beta is available in countries and regions including the United States, Canada, Singapore, and South Korea, supporting multiple languages such as Chinese, English, French, Spanish, and Korean. It also features a built-in security module called "Claw Gateway," providing full-process instruction detection and risk protection.
4. WeChat Pay Integrates National QR Codes in Five Asian Countries, Entering a Unified Era of "Scan-and-Pay"
[Event] Recently, the official WeChat account "WeChat Pie" announced that the national QR code payment systems of South Korea, Sri Lanka, Thailand, Malaysia, and Singapore have officially integrated with WeChat Pay. This development means that Chinese tourists visiting these countries no longer need to download local apps or manually exchange currency. By simply using the "Scan" function in WeChat, users can recognize local mainstream merchant QR codes and complete transactions via real-time exchange rate settlement. This move marks a deep interoperability between China’s mobile payment standards and the primary financial infrastructure of Southeast and South Asia.
Specifically, the systems integrated are the "national-level" payment networks of each country: in South Korea, WeChat Pay now fully supports the government-led ZeroPay; in Thailand, it has connected to PromptPay, which covers over 8 million merchants; in Malaysia, it has bridged with the DuitNow QR system, used by the vast majority of local banks and e-wallets; Sri Lanka’s LANKAQR and Singapore’s upgraded SGQR+ system have also been launched simultaneously. Through this "QR Interconnection" model, WeChat Pay simplifies complex cross-border settlements into a scanning process identical to domestic payments, with the system automatically converting local currency to RMB based on real-time rates.
In preparation for the upcoming Labor Day holiday, WeChat Pay has also introduced special promotions in certain regions. For instance, users scanning ZeroPay codes in South Korea will automatically receive a "Super Preferential Exchange Rate." Analysts suggest that as Chinese automakers and F&B brands accelerate their expansion into Southeast Asia, the "globalization" of payment infrastructure will provide essential underlying support for the broader implementation of the Chinese business ecosystem overseas.
5. Huawei and Vietnam’s SHB Bank Enter Strategic Partnership to Accelerate Penetration into SE Asia's Financial Cloud Market
[Event] Recently, Saigon-Hanoi Commercial Joint Stock Bank (SHB) of Vietnam officially announced the signing of a strategic cooperation agreement with Chinese tech giant Huawei. Under the agreement, Huawei will be deeply involved in SHB’s technical architecture design, assisting in the construction of its core data platform and providing comprehensive operational stability and security assurance. Spawn Fan, CEO of Huawei Vietnam, noted during the signing ceremony that this partnership with SHB marks a significant milestone in Huawei's efforts to expand its market share in Vietnam and deepen its business footprint across Southeast Asia.
Huawei has been cultivating the Vietnamese financial digitalization sector for years. According to data from the Vietnam Banks Association, Huawei has previously established close partnerships with Saigon Commercial Bank (SCB), Southeast Asia Commercial Joint Stock Bank (SeABank), and Home Credit Vietnam. The scope of these collaborations extends beyond basic infrastructure into high-value-added areas such as cloud computing, big data analytics, and banking system operational optimization.
Analysts suggest that Huawei's continuous expansion in the Vietnamese financial market reflects the trend of Chinese tech enterprises mitigating geopolitical risks by providing cost-effective "digital foundations." As Southeast Asian governments push for fintech transformation, Huawei is increasingly becoming a core strategic partner for Vietnamese banking institutions by leveraging its technical reserves in 5G, cloud-native architecture, and cybersecurity.
6. Chery Partners with NVIDIA to Deepen "Physical AI" Strategy, Entering L4 Autonomous Driving and Robotics Tracks
[Event] Recently, Chery Automobile officially announced a global strategic partnership with NVIDIA in Beijing. The two parties will focus on the core framework of "Physical AI" to engage in full-stack technical co-creation across three major fields: assisted driving, cockpit AI, and embodied intelligent robotics. This collaboration marks Chery's transformation from a traditional vehicle manufacturer into a global high-tech ecosystem group. In capital markets, Chery Automobile recently listed on the Hong Kong Stock Exchange and completed its first dividend payout, with a 2025 net profit of 19.02 billion CNY providing solid financial backing for its aggressive AI investment.
At the technical implementation level, Chery has selected NVIDIA DRIVE Hyperion as its mass-production reference architecture for L3/L4 high-level autonomous driving in the Chinese market. It will also introduce simulation toolchains such as Alpamayo and Cosmos for in-house algorithm development to ensure autonomous control over core decision-making. In the cockpit AI domain, Chery will leverage NVIDIA DRIVE platform computing power to drive the application of Generative AI in human-vehicle interaction, moving from simple voice commands to emotional and semantic interactions. Most notably, Chery is actively exploring embodied intelligence, utilizing the NVIDIA Isaac Sim simulation framework and GR00T development platform to research humanoid and diversified intelligent robots, accelerating the ecological integration of "vehicles and robots."
Currently, leading Chinese automakers have fully entered an AI arms race. Beyond Chery’s global layout, BYD has established an intelligence team of over 5,000 people with plans to invest 100 billion CNY; meanwhile, XPENG has clarified that it will increase Physical AI R&D investment to 7 billion CNY in 2026, targeting Robotaxis and flying cars. Chery Chairman Yin Tongyue stated that intelligence is the core engine of Chery's globalization strategy. By integrating NVIDIA’s computing foundation with Chery’s vehicle manufacturing expertise, the two will build an "all-domain AI ecosystem from cloud to vehicle" to challenge the strategic goal of 4 million units in annual production and sales.
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