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BMW and CATL have signed a memorandum of understanding (MOU) to deepen cooperation, including the joint development of a “battery passport.” According to industry sources on the 26th, the agreement focuses on collaboration in decarbonizing the battery supply chain and facilitating cross-border data transfers.

The Renault Scenic E-Tech, imported and sold in Korea by Renault Korea, has been named “Imported Car of the Year” at the 2026 Korea Car of the Year (K-COTY) awards hosted by the Korea Automobile Journalists Association. Produced in France, the Scenic E-Tech is equipped with an 87kWh high-performance NCM battery supplied by LG Energy Solution and offers a maximum driving range of up to 460 kilometers under certification standards set by Korea’s Ministry of Trade, Industry and Energy.

According to CATL's official WeChat account on the 27th, BMW Group and CATL signed a memorandum of understanding on cooperation in Beijing on February 25. The two parties will engage in in-depth collaboration around cross-border data pilot projects for battery passports and coordinated carbon reduction in the supply chain's carbon footprint.

On February 25, BMW Group Chairman Oliver Zipse accompanied German Chancellor Friedrich Merz on a visit to China. During the visit, BMW Group and Contemporary Amperex Technology Co., Limited (CATL) signed a cooperation memorandum of understanding in Beijing, aimed at promoting collaborative carbon reduction in the power battery supply chain, thereby systematically reducing the carbon footprint of electric vehicles.

According to Teslamac on Feb. 25 (local time), select rear-wheel-drive (RWD) Model Y vehicles produced at Tesla’s Grünheide plant in Germany have been equipped with U.S.-made 4680 battery cells since January this year. The 4680-format batteries are produced at Tesla’s Gigafactory Texas in the United States.

On Feb. 26, the South Korean government announced its “2030 Mobility Innovation Growth Roadmap” aimed at accelerating the transition of the national mobility system. The plan’s key objectives include launching Level 4 fully autonomous driving commercialization in 2027 and introducing urban air mobility (UAM) services in 2028.

Ahead of Q2, the tensions across China’s NEV supply chain had already become increasingly visible in February and March. On the one hand, battery output remained resilient, supported by OEM volume targets and the new-model cycle;

According to the European Automobile Manufacturers' Association, new car registrations in the EU fell by 3.9% to 799,625 units in January. In January, Tesla's market share in the EU, UK, and European Free Trade Association dropped to 0.8%, while BYD's was 1.9%; Tesla's pure EV market share stood at 4.3%.

On Feb. 20, Chinese automakers Geely and Chery disclosed their latest industrial plans for all-solid-state batteries, signaling an accelerated timeline for deployment. Both companies said they will unveil prototype all-solid-state batteries this year, marking a transition toward full-scale commercialization.

Uber said on Feb. 19 that it will invest $100 million to accelerate the expansion of electric vehicle (EV) charging infrastructure in the United States. The company outlined two main strategies: increasing the availability of charging stations near drivers’ residences and building dedicated DC fast-charging hubs to support future robotaxi operations.

On Feb. 19, South Korea’s National Assembly approved amendments to the Act on Promotion and Support for Commercialization of Autonomous Vehicles during a plenary session. The key revision allows automakers and other entities operating vehicles under temporary driving permits to utilize video data collected for performance and safety improvements in research and development (R&D) without requiring anonymization or pseudonymization.

Ford Motor said on Feb. 17 (local time) that it will introduce a 48-volt electrical architecture for its pickup trucks, a technology commercialized by Tesla in its Cybertruck. The move is part of Ford’s broader plan to invest $5 billion in next-generation battery electric vehicles, as the automaker seeks to improve efficiency, reduce wiring complexity, and enhance overall vehicle performance through updated electrical systems.

SAIC (600104.SH) announced that its wholly-owned subsidiary, SAIC Capital, plans to jointly establish the Shanghai Shangqi Shangcheng No. 2 Private Equity Investment Fund Partnership (Limited Partnership) with Guotou Xiandao, Hunan Jin Furong, Guofu Linghang, and others. The fund's initial committed capital is 2.5 billion yuan, of which SAIC Capital has committed 1 billion yuan. The fund will focus on key areas such as solid-state batteries, full-stack electronic architecture, digital chassis, and chip localisation, while actively investing in cutting-edge technologies like artificial intelligence, embodied AI, and computing power chips.