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China Market Q2 2026: In-House Development of Core Technologies and AI Intelligence
Non-Chinese OEMs continue to intensify China strategies; Government policies promote NEV CVs
2026/08/12
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Summary
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Analysis of sales trends in China in Q2 2026: NEV adoption initiatives in rural areas, transition to intelligent cars
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Chinese OEMs: AI intelligence and in-house development of core technologies
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Overseas-based OEMs: Evolution of localization strategies; intelligent technology
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Q2 trends: AI agents, in-house development of core technologies, globalization
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Policies related to the Chinese automotive industry: Intelligence, green/low-carbon, and consumption stimulation
Summary
This report analyzes sales actuals in the Chinese market during the second quarter (Q2) of 2026, and summarizes the main trends of Chinese and overseas-based OEMs in the Chinese market. Furthermore, key trends for each company in Q2 will be analyzed and major automotive-related policies announced during that period will be presented.
Chinese OEMs are continuously deepening their business development by focusing on "AI intelligence and in-house development of core technologies." AI agents and advanced autonomous driving are important directions for the development of intelligent technology. Automakers are accelerating their development of core technologies, such as its in-house developed semiconductors and the integration of cockpits and driver assistance systems. Collaboration between OEMs and supply chain partners is being further strengthened, and the practical application of intelligent and electrification technologies is progressing.
Major overseas-based OEMs are continuing to intensify their localization strategies in China. On the one hand, they are promoting the development of intelligent technologies such as AI and advanced driver assistance systems, while on the other hand, they are further strengthening their strategic positioning in the Chinese market within their global research and development, manufacturing, and export organizations by establishing research and development facilities, deepening partnerships with local partners, and optimizing production.
On the policy front, support has been further strengthened in three areas: intelligence, green and low-carbon initiatives, and consumer spending. Ongoing efforts are underway, centered on developing a standard framework for intelligent cars, promoting the proliferation of NEV commercial vehicles, and focusing on stimulating the consumption of NEVs and in the aftermarket.
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| BYD's 4nm intelligent driver assistance semiconductor (Source: BYD) |
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