Corporate APAC Desk briefs, Country radar notes and sector signals
Average equity gain +8.8% QoQ; IT/AI leads, autos negative, oil/steel/logistics near flat.
European crisis and Japanese OEM losses/decline; in Korea Chinese registrations overtook Japanese brands for the first time.
The quarter’s index distinctive feature: emerging-company resilience gap vs Western peers in steel, autos and finance.
Chinese car share in Europe >10%; Chery/BYD/SAIC/Geely build or buy capacity to bypass EU tariffs.
❗ IMPORTANT: FROM JULY 31 THE LIST OF GOODS FOR NAVIGATION SEALS IN THE EAEU IS EXPANDING The second stage of tracking transportation under the Agreement on Navigation Seals starts. From July 31, 2026, the requirements apply to new categories of goods. Stage I (from February 11) Automobiles are subject to tracking...
🫶 Roman Chekushov made a working trip to the Republic of Belarus Key points: ▶️ today there are 22 support programs in two countries that apply to both Russian and Belarusian manufacturers; ▶️ the bill on the “Russian regiment” should definitely be discussed...
🇨🇳🚛🔋 China is accelerating the transition of freight transport to new energy sources The PRC has presented a plan for a large-scale transition to a new stage in the development of the commercial transport market: by 2030, 40% of new heavy trucks (weighing over 12 tons) in the country should be…
⚡️ AVTOVAZ is intensifying the modernization of the production of domestic new products ♦️ A member of the RKDS AVTOVAZ (JSC) in May 2026 completed the next stage of large-scale modernization of production lines in preparation for the launch of the new Lada Azimut crossover. ▪️ As part of the modernization at...
🚘🛞🇨🇳 The center of the global automobile industry has moved to China. On April 24, Auto China 2026, recognized as the world's largest auto show, opened in Beijing and will last until May 3. The cross-cutting theme of this event is “Future of Intelligence”. This choice is…
🇨🇳 Innovations under the hood: Results of the 7th annual China Source Power 🇨🇳 The results of the 7th annual China Automotive Power (中国源动力) event have been officially summed up in China. This is one of the key industry events, during which an expert jury selects the best engines…
⚡️🚗 BYD introduced the second generation of Blade Battery: charging an electric car now takes minutes According to BYD, the company has achieved new breakthrough results in the development of traction batteries for electric vehicles - the Chinese auto giant has officially introduced the Blade Batte...