Mandatory Localization Standards for "Three Electric Systems" Implemented; Parts Enterprises Welcome
The new version of the new energy industry guidance opinion clarifies: by 2027, the localization rate of the "Three Electric Systems" must be ≥85%, with 70% of support funds tilted towards parts enterprises; silicon carbide (SiC) production line construction enjoys a 30% investment tax credit, and battery recycling receives a subsidy of 5,000 yuan per ton. Domestic localization rates of power batteries, motors, and electronic controls have reached 82%, 68%, and 60% respectively. Orders for 800V...
Smart Active Shock Absorber Market Expands Rapidly; Domestic CDC Shock Absorbers Achieve Mass OEM Pr
In 2026, the overall domestic market size of shock absorber components is expected to reach 90 billion yuan, a year-on-year increase of 45.2%; active electronic damping (CDC air suspension, nitrogen electronic damping) grows by 9%, with the market size exceeding 4.1 billion USD in 2026.1. New energy......
Domestic Modification Policies Continue to Ease; OEM Reserved Modified Chassis Interfaces Drive Supp
Online filing with traffic management is simplified; compliance certification channels for off-road chassis lift kits and shock absorber modifications are improved. New models of Tank, BJ, and Fangchengbao reserve installation positions for shock absorbers and auxiliary fuel tanks from the factory. OEM modified chassis parts are included in the vehicle warranty, driving the growth of supporting orders for modified shock absorbers and suspension bushings. The 2026 domestic automotive modification...
H1 2026 Auto Market Sees Structural Divergence; Exports Become the Only Growth Engine
Core Data: In the first half of the year, domestic passenger vehicle retail reached 9.921 million units, a year-on-year decline of 21.1%; automobile exports reached 5.096 million units, a significant year-on-year increase of 65.3%. June exports alone hit 1.037 million units, breaking the 1-million m......
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