(May 25 to June 8, 2025)
Greater Bay Area Auto Show
Transaction volume exceeds 10 billion yuan, setting a record: The 9-day exhibition attracted 890,000 visitors, with 42,800 vehicles reserved and sold, amounting to 10.07 billion yuan, and new energy vehicles accounting for over 65%.
BYD's megawatt flash charging technology implemented: The auto show debuted a plan to build 15,000 flash charging piles, adding 300 kilometers of range with a 5-minute charge, and reached cooperation with Xiaoju Charging and Xindiantu.
HarmonyOS Intelligent Mobility ecosystem expands: Huawei Qiankun ADS 4.0 intelligent driving system is adapted to more than 20 brands, and the HarmonyOS cockpit is first installed in the Audi Q6L e-tron, achieving integration of German luxury and domestic intelligent driving.
Million-yuan domestic cars gather at the show: The Zunjie S800, Yangwang U8L, Zeekr 9X and others appeared at the auto show, with Zunjie receiving more than 2,100 major orders within 48 hours.
Xiaomi YU7 debut draws crowds: Visitors lined up halfway around the exhibition hall, and the SU7 Ultra track package was also unveiled.
Low-altitude economy real-aircraft experience boom: eVTOL aircraft from Fengfei Aviation and XPeng AeroHT opened for experience, and Eastern General Aviation exhibited 3 real aircraft, with same-day reservation queues exceeding 2 hours.
Market and Industry Dynamics
CAAM advocates against the "price war": On May 31, it jointly spoke with the Ministry of Industry and Information Technology, calling for an end to disorderly price-cutting involution, emphasizing enhancing competitiveness through technological innovation, and MIIT will strengthen enforcement against unfair competition.
Geely announces global capacity restructuring plan: Li Shufu announced at the Chongqing Forum that Geely will stop building new factories and instead use global excess capacity for cooperative restructuring, improving resource utilization by integrating mature production systems and avoiding duplicate construction.
Seres exports 1,000 Blue Electric E5 units to Denmark: On May 30, Seres launched batch exports of new energy vehicles and simultaneously announced that AITO series models (AITO5/7/9) will join the overseas lineup, accelerating its global layout.
Policies and Industry Dynamics
Guangdong launches special R&D program for "new energy vehicles and autonomous driving": The Guangdong Provincial Department of Science and Technology opened applications for 2025 special funds, focusing support on low-altitude economy, autonomous driving, and new energy vehicle technology R&D, boosting the strategy of mutual promotion and strengthening of industry and science and technology.
New energy vehicle rural promotion policy expands: The 2025 new energy vehicle rural promotion catalog has increased to 124 models (covering the 20,000-400,000 yuan range), while advancing the coverage rate of county-level battery charging and swapping facilities to 30%, with the penetration gap in cities below tier three becoming a key breakthrough direction.
New rules for official vehicle procurement: The State Council requires official vehicles to prioritize domestic new energy vehicles, with a price limit of within 180,000 yuan, promoting the market expansion of domestic brands.
Corporate Cooperation and Strategic Moves
XPeng reaches cooperation with Huawei: On June 5, they announced joint development of intelligent driving technology. The first model, the XPeng G7, will be equipped with Huawei's XHUD 2.0 system, supporting AR navigation and image stabilization on bumpy roads.
International Forum on Hybrid Technology held: The Shanghai forum on May 28 focused on hybrid technology. Experts noted that hybrids have become an accelerator for the popularization of electrification, with global hybrid sales accounting for 16% in 2024 (pure electric 14.5%).
Solid-state battery safety standards accelerate implementation: In July 2026, new battery safety regulations will be mandatory: after thermal runaway, propagation to the passenger cabin must not occur within 5 minutes, and new requirements will be added for a 150J bottom impact test (3 times) and a short-circuit test after 300 fast-charging cycles. The new rules will drive upgrades to the battery systems of about 30% of low-end models and accelerate the commercialization of solid-state batteries.
