|Thursday, March 26, 2026|
NO.1 In the first two months of this year, the export of commercial vehicles at Horgos Port hit a record high
According to CCTV News on March 24, according to Xinjiang Horgos Customs statistics, in the first two months of this year, Horgos Port exported 54,000 commercial vehicles, a year-on-year increase of 13.9%, setting a record high. Among them, new energy vehicles are very popular in the five Central Asian countries and Russia and other regions, and have become a popular model for export.
Comment: In the first two months, the export of commercial vehicles from Horgos Port reached a record high, fully reflecting the strong competitiveness of Chinese automobiles in the Central Asian and Russian markets. New energy vehicles continue to become the main export force, which not only benefits from strong overseas demand, but also highlights the important position of western land ports in automobile sea passages, laying the foundation for high growth in automobile exports throughout the year.
NO.2 Weipai CEO Zhao Yongpo: More sensors may not necessarily be better
On March 25, Great Wall Weipai CEO (CEO) Zhao Yongpo released a video on social platforms, detailing the differences behind the use of lidar and pure vision solutions in intelligent driving routes. Zhao Yongpo said that on the intelligent driving route, Tesla firmly believes in pure vision, and most domestic car companies choose lidar + vision fusion. But more sensors are not necessarily better, and internal friction will offset the advantages. Stacking hardware is sometimes a trick, and technology that is good can truly consider users.
Comment: CEO Wei Pai proposed that “more sensors may not necessarily be better”, pointing directly to the current phenomenon of hardware accumulation in the smart driving industry. Compared with simply stacking hardware such as lidar, more emphasis is placed on algorithm optimization and technical practicality, returning to the essence of user experience. This view also reflects the rational transformation of car companies from focusing on hardware to focusing on technology implementation capabilities on the smart driving route.
NO.3 Cui Dongshu: The overall popularity of the auto market is gradually recovering in March
On March 25, Cui Dongshu, secretary-general of the Passenger Car Association, issued an article stating that the prices of raw materials, oil, chips, etc. have risen this year, the sword of "anti-involution" hangs high, and the environment faced by vehicle manufacturers is more complex. International geopolitical turmoil, uncertainty, and rising oil prices have had a considerable negative impact on fuel vehicles. Dealers are currently under pressure, and terminal transaction prices are relatively stable and have not met consumers' psychological expectations. The overall market enthusiasm is gradually recovering in March. The new energy vehicle market is waiting for new products and the market environment to gradually become clearer. This is the most difficult time right now.
Comment: Cui Dongshu’s point of view reveals the core contradiction of the current auto market: high costs and weak consumption expectations coexist. The market seems to be recovering but the foundation is not solid. Dealers and auto companies still face severe challenges. This is a realistic challenge that must be faced squarely for fuel vehicle brands that are in a critical period of revival.
NO.4 Yuexiu Leasing and FAW Jiefang reached cooperation
On March 25, according to Yuexiu Capital, Yuexiu Leasing signed a strategic cooperation agreement with FAW Jiefang Group Co., Ltd. The two parties will deepen cooperation in areas such as new energy commercial vehicles and intelligent transportation, and jointly build a full-chain service system for new energy commercial vehicles. Specifically, the two parties will design a green financing leasing plan covering the entire process of vehicle procurement, operation and maintenance, and asset disposal, promote the deep integration of intelligent transportation scenarios, and link the Internet of Vehicles technology and intelligent risk control systems to improve the efficiency and intelligence of vehicle operation management.
Comment: The strategic cooperation between Yuexiu Leasing and FAW Jiefang is an in-depth practice of "integration of industry and finance" between financial capital and industry leaders in the field of new energy commercial vehicles. This move is expected to provide an example of a comprehensive “finance + operation” solution for the new energy commercial vehicle industry, and may attract market attention to similar business models.
