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1023 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night, the National Press and Publication Administration announced the approval information for domestic online games in October 2025, issuing a total of 166 licenses, including 159 for domestic online games and 7 for imported online games. The number of approved licenses in October remains at a high level. 🐬 Individual Stocks 1. $JD.com(JD.US) According to the JD.com application, JD.com, in collaboration with CATL and GAC Group, officially announced the name of the 'National Good Car' model. The new car is named 'Aion UT super', positioned as a pure electric small car...

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JD's 'National Good Car' auctioned at a sky-high price; Alibaba's Quark AI glasses near pre-sale｜Today's Important News Recap

GAC Aion Clarifies False Claims of Regulatory Investigation

GAC Toyota Launches 2026 Platinum Smart 3X Pure Electric SUV

GAC Group Leads in Electric Vehicle Sales in Hong Kong

Guangzhou Auto Group's April 2026 Vehicle Production and Sales Increase Year-over-Year

Guangqi Toyota's April Sales Fell Year-Over-Year

BOFATrust Releases Q1 Financial Analysis and Rating Report for GAC Group

GAC Auto Exports Reach New Highs

JPMorgan Analyzes Guangzhou Automobile Group's Q1 Performance and Strategic Plan

Guangqi Energy's Electric Vehicle Charging Poles Exceed 25,000, Covering 31 Provinces and 213 Cities

GAC Achieves Over 86% Q1 Overseas Sales Growth, Accelerating Internationalization

Huang Jian Leads GAC Trumpchi to Overcome Brand and New Energy Transition Challenges

Guangqi Toyota's Platina Brand Announced April Sales Figures

GAC Aion N6 Electric SUV Officially Launched

GAC Group Reports Q1 2026 Revenue Growth but Net Loss

GAC GROUP released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue HKD 22.93 B (forecast HKD 29.2 B), actual EPS HKD -0.068 (forecast HKD -0.0917)

Guangzhou Automobile Group Completes Issuance of 2026 Fifth Issue Green Sci-Tech Innovation Bond

GAC Commences AION UT Production in Austria

Qijing Auto Debuts Qijing GT7 with HUAWEI Qian Kun's Latest Intelligent Technologies

GAC International Announces Global Strategy to Become a Leading Auto Exporter

GAC Hosts International Partner Conference to Showcase Advanced Technologies

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On May 19, 2026, GAC announced a two-year strategic partnership with Deportivo Toluca Fútbol Club, enhancing its global sports marketing strategy ahead of the 2026 World Cup. This collaboration aims to strengthen GAC's brand presence in Mexico through joint initiatives, fan experiences, and events, aligning with Toluca FC's values. The partnership marks a significant step in GAC's transition from market entry to brand localization in Latin America.

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02:03 ETUnited by Football, Driven by a Shared Vision of Excellence: GAC Announces Strategic Partnership with Toluca FC

During the 2026 Auto China, GAC upgraded its global strategy, launching a China Experience Tour for 21 media and KOLs from the Middle East and Africa. They explored GAC's intelligent manufacturing and tested models like the GS7 PHEV. This initiative aims to enhance GAC's brand influence and market anticipation in the region, with a goal of becoming a leading Chinese auto exporter by 2030. The tour generated significant media engagement, showcasing GAC's commitment to local markets and smart mobility.

08:10 ETStrong Communication Impact from Africa｜Middle East & Africa Media Explore GAC, Witnessing the Global Strength of Chinese Smart Manufacturing

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AION V achieved a 179% year-over-year increase in global sales in April, ranking first in the J.D. Power Compact BEV APEAL Study with a score of 837. The vehicle's popularity is attributed to its quality and safety features, including five-star ratings from Euro NCAP and ANCAP. AION V has received multiple awards in various markets, solidifying its status as a leading Chinese intelligent electric SUV.

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08:25 ETAION V Achieves Another Milestone: Global Sales Up 179% in April, Ranks First in J.D. Power Compact BEV APEAL Study

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The China Association of Automobile Manufacturers (CAAM) has dismissed online rumors that new energy vehicle (NEV) makers were summoned for investigations over power locking issues as false. Officials from XPENG, BYD, GAC Aion, Zeekr, NIO, Tesla, and LI AUTO have all refuted these claims, stating they have not been summoned or investigated. Companies like XPENG and BYD have announced intentions to pursue legal action against those spreading the rumors, which they claim are damaging to their reputations.

- The China Association of Automobile Manufacturers (CAAM) declared that rumors about new energy vehicle makers being investigated for power locking issues are false.  
- Companies including XPENG, BYD, GAC Aion, Zeekr, NIO, Tesla, and LI AUTO have denied these claims, with several emphasizing the impact on their reputations and legal action against rumor spreaders.  
- BYD's anti-fraud office and GAC Aion's legal department confirmed they were not summoned by authorities and will pursue legal responsibility for the deliberate misinformation.

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CAAM Says Online Rumors of NEV Makers Being Summoned and Investigated Over Power Locking Are False

Market reports have surfaced regarding complaints about battery locking by automakers, prompting regulatory attention. Eight automakers, including BYD, Tesla, and XPeng, were reportedly summoned for discussions, with three under investigation. However, BYD, Tesla, XPeng, Li Auto, and GAC Aion have denied these claims, stating they have not been summoned or investigated. Tesla emphasized that all software updates are rigorously tested, while Li Auto labeled the information as false. GAC Aion also denied any involvement in the alleged regulatory discussions.

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Automakers Deny Allegations of Regulatory Investigations Over Battery Locking

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GAC leads electric vehicle sales in Hong Kong in April 2026, achieving a total of 1,646 units sold, with 1,596 being battery electric vehicles. The company holds a 12% market share in the first four months of 2026. GAC's strong growth is evident as it positions Hong Kong as a key market for right-hand drive vehicles and accelerates its global expansion, with exports increasing by 133.9% year-on-year. GAC aims to integrate its products into local cultures while maintaining its leadership in various international markets.

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23:04 ETGAC führt im April die EV-Verkäufe in Hongkong an und treibt seine globale Expansionsstrategie auf hohem Niveau voran