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China Technology: CBO – China Brief Overnight – July 1, 2026

发布日期: 2026-07-01研究机构: Barclays报告页数: 7原文语言: 英语证据页码: 2

研报英文原文证据摘录

China Technology: CBO – China Brief Overnight – July 1, 2026

rving as the head of XPeng robotics center.

•• CATL’s joint battery plant with Ford enters production in the US and factories in

Hungary, and Indonesia to start operation later this year: According to IT Home, during

the annual conference of the China Automotive Power Battery Industry Innovation Alliance

held today, Vice President of CATL Meng Xiangfeng said that the battery plant in the US,

developed in partnership with Ford, officially went into production in June. Furthermore,

CATL’s other manufacturing facilities located in Hungary and Indonesia prepare to begin

operations later this year.

•• Cainiao launches global logistics solutions for AI computing and robotics enterprises:

According to 36kr, Alibaba’s logistics unit Cainiao officially rolled out its “customized full-

chain logistics solution for tech exports” service. This initiative is designed to support the

global expansion of high-tech firms, including AI computing power, intelligent manufacturing,

and robotics by providing end-to-end and cross-border logistics services.

•• RedNote has reportedly launched a project to replicate its platform at similar scale:

According to 36kr, RedNote has recently launched a project to replicate its super app, on the

same scale as RedNote. The project has reportedly opened up registration for company

employees. RedNote has not commented on the report.

•• Xiaomi delivered over 30,000 EVs in three consecutive months: According to IT Home,

Xiaomi officially announced that it delivered over 30,000 EVs in June, which is the third

consecutive month with at least 30,000 deliveries.

•• NIO, XPEV and Li Auto released June EV delivery updates: Based on the companies' official

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