Automotive · 8.3

New Energy Vehicles

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+7weighted per event

Average gross impact14absolute weighted average

Events75same period

Confidence73%model average

Raw intensity54before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed10.7 / day

Concentration2%

Direction disagreement49%

Source independence97%25 sources

IMPACT TREND

7-day effective impact

Positive 47 · Negative 15 · Mixed 13

+280-28

25 Jul, 040 events

25 Jul, 180 events

26 Jul, 080 events

26 Jul, 2213 events

27 Jul, 1215 events

28 Jul, 025 events

-2

28 Jul, 168 events

+10

29 Jul, 0610 events

29 Jul, 204 events

+14

30 Jul, 1010 events

31 Jul, 006 events

+28

31 Jul, 144 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term48%521 cumulative effective impact

Medium term47%507 cumulative effective impact

Long term5%50 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 6 of 8 · 74 events

Macro4

Macro27 Jul, 20:16positive

Beijing BDA H1 2026 GDP Reaches 1967.8 Hundred Million Yuan, Up 6.1%

Beijing Economic-Technological Development Area (BDA) reported H1 2026 GDP of 1967.8 hundred million yuan, up 6.1% year-on-year. Industrial output neared 3600 hundred million yuan, with leading industries accounting for over 90% of total. New-generation information technology output surged 37.5%, while robotics and smart manufacturing grew 12.3%. Foreign trade reached 1188.5 hundred million yuan, up 33.8%. Corporate R&D spending rose nearly 30%, and the area added 13 new first-set products, ranking first in Beijing.

Effective: +9
Intensity: 50
Confidence: 70%
Horizon: Short term

Macro31 Jul, 15:00positive

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: +8
Intensity: 20
Confidence: 65%
Horizon: Medium term

Macro28 Jul, 12:04positive

Shenwan Hongyuan Has Invested in Wu Wenxinqiong, Xijing Technology; Supported Anji Technology's Convertible

On July 28, 2026, Shenwan Hongyuan Securities Chairman Liu Jian spoke at the Science and Technology Innovation Industry Integration and Development Conference in Shanghai. He highlighted the firm's investments in Wu Wenxinqiong and Xijing Technology, and its support for Anji Technology's convertible bond refinancing on the STAR Market and Zhida Technology's Hong Kong IPO. The firm also deepened its research, investment, and investment banking integration, establishing industry research and launching service stations in 2025.

Effective: +4
Intensity: 30
Confidence: 50%
Horizon: Medium term

Macro30 Jul, 11:35positive

Hefei's State Capital Lost 36.6B Yuan to Nurture BOE, CXMT, NIO, Boosting IC Output to 151.4B

Hefei's state capital sustained a 36.6 billion yuan loss over a decade to nurture BOE, ChangXin Memory Technologies (CXMT), and NIO, driving the city's integrated circuit output value from 18 billion yuan to 151.4 billion yuan and fostering over 400 chip companies. The strategy exemplifies a three-layer innovation chain—basic research, market-driven tech iteration, and industrial scaling—that Hefei, Shenzhen, and Suzhou have leveraged, contrasting with cities like Xi'an and Wuhan that struggle with commercialization.

Effective: +4
Intensity: 20
Confidence: 50%
Horizon: Long term

Industries0

No evidence on this page.

Companies6

Companies29 Jul, 08:06negative

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: -9
Intensity: 40
Confidence: 65%
Horizon: Short term

Companies27 Jul, 08:29positive

GM Software Business Gross Margin About 70%, OnStar Q2 Revenue $800 Million, Super Cruise Subscriptions Up 70%

General Motors’ software and services business retains about 70 cents for every dollar of revenue, compared with 4 to 10 cents from vehicle sales. CEO Mary Barra said on the earnings call the company has growth levers and sees opportunities to improve profitability and reduce dependence on the industry cycle. OnStar generated $800 million in second-quarter revenue, Super Cruise subscription revenue rose 70% year-on-year, and deferred revenue is projected to reach $7.5 billion in 2026.

Effective: +7
Intensity: 50
Confidence: 60%
Horizon: Medium term

Companies28 Jul, 12:07positive

Leapmotor Unit Establishes Huzhou Precision Manufacturing Firm with 210 Million Yuan Capital

Leapmotor, through its wholly-owned subsidiary Zhejiang LingSheng Power Technology Co. , Ltd. , has set up Huzhou LingSheng Precision Manufacturing Co. with a registered capital of 210 million yuan (RMB). The new company, led by legal representative Wu Cun, will engage in the manufacturing of auto parts, electronic components, electric motors, industrial robots, and the research and development of intelligent robots.

Effective: +7
Intensity: 30
Confidence: 75%
Horizon: Medium term

Companies30 Jul, 13:59positive

CATL Affiliates Set Up 3 Billion Yuan Xiamen Ruiyuan Times Phase II M&A Fund

Affiliates of battery giant CATL, including Xiamen Ruiting Investment, Xiamen Jinrui Investment Partnership, and Xiamen Puquan Private Equity Fund Management Partnership, have jointly established the Xiamen Ruiyuan Times Phase II M&A Equity Investment Fund Partnership. The fund has a capital commitment of about 3 billion yuan and will engage in private equity investment, investment management, asset management, and investment activities using its own capital.

Effective: +5
Intensity: 30
Confidence: 40%
Horizon: Medium term

Companies27 Jul, 22:54positive

Volkswagen Denies Calling for EU Tariffs on Chinese Hybrids, Says Rate Should Not Exceed BEV Level

Volkswagen Group has denied calling for the European Union to impose tariffs on Chinese hybrid vehicles. During a first-half 2026 earnings call, CEO Oliver Blume advocated for a fair competitive environment and supported Chinese automakers localizing production in Europe. He stated that if the EU decides to impose tariffs, the rate should not exceed the current level on battery electric vehicles to maintain healthy trade relations.

Effective: +5
Intensity: 40
Confidence: 60%
Horizon: Short term

Companies27 Jul, 19:57positive

BYD Wins Hong Kong Kwun Tong Site for HKD 12 Million to Build EV Charging Station

BYD has won a tender for a site in Kwun Tong, Hong Kong, for HKD 12 million, with plans to build an electric vehicle charging station. The Hong Kong Lands Department announced the site, located at 77 and 79 Hiu Kwong Street, New Kowloon Inland Lot No. 6677, has a 12-year lease and an area of about 1,022.1 square meters. BYD (H. K.) Co. , Limited was the highest bidder.

Effective: +4
Intensity: 30
Confidence: 80%
Horizon: Medium term