Automotive · 8.2

Conventional Vehicles

Quantified news impact based on deduplicated, quality-reviewed events in a single 200-day window.

Average net impact-9weighted per event

Average gross impact24absolute weighted average

Events28same period

Confidence76%model average

Raw intensity54before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.1 / day

Concentration6%

Direction disagreement63%

Source independence93%23 sources

IMPACT TREND

200-day effective impact

Positive 7 · Negative 12 · Mixed 9

+130-13

12 Jan0 events

29 Jan0 events

15 Feb0 events

3 Mar0 events

20 Mar0 events

6 Apr0 events

22 Apr0 events

9 May0 events

26 May0 events

-13

11 Jun1 event

28 Jun0 events

-8

15 Jul27 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term33%226 cumulative effective impact

Medium term58%391 cumulative effective impact

Long term9%62 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 3 · 28 events

Macro3

Macro27 Jun, 09:30negative

China Industrial Profits Up 18.8% in Jan-May 2026; Nonferrous, Electronics Double, Auto, Steel Slump

In the first five months of 2026, China's industrial enterprises above designated size posted total profits of 3.14 trillion yuan, up 18.8% year-on-year. The profit margin on revenue reached 5.56%, up 0.63 percentage points. Profits of state-controlled enterprises rose 19.6%, while private firms grew 10.7%. By sector, nonferrous metals smelting and electronics manufacturing saw profits more than double, with gains of 117.1% and 103.9% respectively. In contrast, auto manufacturing profits fell 19.8% and ferrous metal smelting dropped 37.4%. The asset-liability ratio of industrial firms stood at 58.2% at end-May, up 0.3 percentage points.

Effective: -31
Intensity: 65
Confidence: 80%
Horizon: Medium term

Macro29 Jul, 09:01positive

Wuhu Unveils 15th Five-Year Targets: Auto Industry to Top 1 Trillion Yuan, 2025 GDP at 540.3 Billion

Wuhu, Anhui, has set its 15th Five-Year Plan (2026-2030) goals, aiming for its auto industry to exceed RMB 1 trillion in scale. The city reported 2025 GDP of RMB 540.3 billion, with an average annual growth rate of 6.8% over the past five years. Auto output reached 1.8 million vehicles in 2025, and exports surged 118.3% in the first half of 2026 to 763,000 units. The plan targets further economic upgrades and a stronger national ranking.

Effective: +29
Intensity: 60
Confidence: 70%
Horizon: Long term

Macro31 Jul, 15:00negative

China's Tenth Fuel Price Hike in 2026: Gasoline and Diesel Up 685 Yuan and 655 Yuan per Tonne

China's National Development and Reform Commission announced the tenth fuel price increase of 2026, raising gasoline and diesel prices by RMB 685 and RMB 655 per tonne respectively from July 31. Nationally, 92 RON gasoline, 95 RON gasoline, and 0# diesel rise by RMB 0.54, RMB 0.57, and RMB 0.56 per liter. Filling a 50-liter tank of 92 RON gasoline costs an extra RMB 27. The adjustment follows volatile international crude prices amid Middle East tensions.

Effective: -15
Intensity: 30
Confidence: 70%
Horizon: Short term

Industries1

Industries27 Jul, 16:01positive

Nanjing Port Ships Second Batch of 1,175 Chinese Cars to Saudi Arabia in a Month

Nanjing Port in Jiangsu Province dispatched its second batch of fully assembled vehicles within a month, with 1,175 Chinese-made cars loaded onto the roll-on/roll-off ship 'Anji 11' sailing directly to Saudi Arabia on July 27, facilitated by efficient clearance from the port border inspection station and other agencies. This shipment underscores the port's growing role in automotive exports.

Effective: +20
Intensity: 50
Confidence: 70%
Horizon: Short term

Companies6

Companies27 Jul, 18:00positive

Ford Expands Aftermarket Business, Launches Limited Bronco Desert Rising at $57,350

Ford Motor Company announced the expansion of its aftermarket parts and accessories business in Brooklyn, Michigan, aiming to boost profits and enter the $53 billion U. S. aftermarket industry. The company launched a limited-edition Bronco Desert Rising package, restricted to 1,000 units, priced at $57,350 with the package costing $13,695. Ford reported that 46% of U. new car buyers customize vehicles, with Bronco buyers leading. The company targets 8% annual revenue growth by the end of the decade through services including customization. U. consumers spent $52.9 billion on vehicle parts and modifications in 2025.

Effective: +32
Intensity: 55
Confidence: 85%
Horizon: Short term

Companies29 Jul, 00:33negative

Mercedes-Benz CEO Pledges to Protect US Business, Invests Over $70 Billion Amid China Shareholder Concerns

Mercedes-Benz CEO Ola Källenius promised to protect the company's US operations as a US Senate committee advances legislation to restrict Chinese automakers. Chinese shareholders BAIC and Li Shufu hold nearly 20% of Mercedes' listed shares. Mercedes has committed over $70 billion in US investment, including $40 billion by 2030 to expand SUV production in Alabama. US sales rose 15% in the first half of the year, partially offsetting a decline in China.

Effective: -29
Intensity: 70
Confidence: 60%
Horizon: Medium term

Companies27 Jul, 08:29positive

GM Software Gross Margin ~70%; OnStar Q2 Revenue $800 million, Super Cruise Up 70% YoY

General Motors reported that its software and services business achieved a gross margin of approximately 70%, with OnStar generating $800 million in second-quarter revenue and Super Cruise subscription revenue rising 70% year-over-year. The company expects to reach $7.5 billion in deferred revenue by 2026. CEO Mary Barra highlighted opportunities to boost profitability and reduce cyclical exposure, noting that auto sales retain only 4-10 cents per dollar of revenue.

Effective: +24
Intensity: 60
Confidence: 70%
Horizon: Medium term

Companies29 Jul, 08:06positive

Ford Motor Posts $1.327 Billion Net Loss in Q2 2026, Widening from $36 Million Loss a Year Ago

Ford Motor reported a net loss of $1.327 billion (about 217 billion yen) for the April-June 2026 quarter, widening sharply from a $36 million loss in the same period of 2024. The loss was driven by temporary charges from restructuring its electric vehicle strategy and battery production. Revenue fell 4% to $48.296 billion, while operating profit rose 25% to $638 million, supported by strong large-vehicle sales and cost-cutting measures.

Effective: +21
Intensity: 50
Confidence: 70%
Horizon: Short term

Companies28 Jul, 11:29negative

BYD Launches Electric Light Vehicle Racco in Japan, Priced Under 2 Million Yen, Targets 10,000 Orders by 2026

BYD has launched the Racco, an electric light vehicle in Japan, with an entry-level price below 2 million yen (about 1.58 million Singapore dollars or 96,000 Hong Kong dollars) after including taxes and government subsidies. The Racco has a range of at least 210 kilometers, surpassing the Nissan Sakura's 180 kilometers. BYD aims to secure 10,000 orders by the end of 2026, as the company seeks to expand its foothold in Japan's kei car market dominated by domestic automakers. As of end-2025, BYD's cumulative sales in Japan since its 2023 entry stood at just over 7,400 vehicles.

Effective: -12
Intensity: 30
Confidence: 60%
Horizon: Medium term

Companies29 Jul, 18:40mixed

BMW Group Plans to Cut 8,000 Jobs by End of 2027, Targeting Administration and R&D

BMW Group plans to cut approximately 8,000 jobs by the end of 2027, focusing on administration and R&D while sparing production. The voluntary layoffs, equivalent to 5.2% of its global workforce of about 154,500 at end-2025, will offer compensation only in Germany. The move follows the winding down of the Neue Klasse R&D cycle and aims to reduce fixed costs. BMW faces headwinds from declining China sales, which fell 12.5% in 2025 and 30.2% in the second quarter of 2026.

Effective: 0
Intensity: 45
Confidence: 70%
Horizon: Medium term