B[Passenger Car Association Branch: From September 1 to 30, the national passenger car new energy market retailed 1.141 million vehicles A 12% decrease compared to the same period in September last year] On October 10, the China Passenger Car Association Branch released data. From September 1 to 30, the national passenger car market retailed 1.702 million units, a decrease of 24% from the same period in September last year, and an increase of 10% from the same period last month. Since the beginning of this year, the cumulative retail sales of passenger cars have reached 13.418 million units, a year-on-year decrease of 21%; The retail sales of new energy vehicles in the vehicle market were 1.141 million units, down 12% from the same period in September last year, and up 14% from the same period last month. Since the beginning of this year, the cumulative retail sales of 7.816 million units, down 12% from the same period last year; from September 1 to 30, the retail penetration rate of the national passenger vehicle new energy market was 67.1%; from September 1 to 30, the wholesale penetration rate of the national passenger vehicle new energy manufacturers was 66.1%. B[New energy vehicles on highways were charged nearly 3 million times in the three days before the National Day holiday, and the charging capacity exceeded 71 million kilowatt hours] October 4th, according to the National Energy Administration, the demand for charging new energy vehicles was strong in the three days before the National Day holiday, and the highway charging infrastructure was operating smoothly. From 0:00 on October 1 to 24:00 on October 3, through statistical analysis of 62,700 highway charging facilities (guns) included in the national charging facility monitoring service platform, the number of new energy vehicle charging times on national highways in the three days before the National Day holiday this year totaled 2.9686 million times, with an average of 989,500 times per day. An increase of 48.41% compared with the same period during the National Day holiday last year; the charging capacity reached 71.6193 million kWh, with a daily average of 23.8731 million kWh, an increase of 49.39% compared with the same period during the National Day holiday last year. The penetration rate of green travel during holidays continues to increase, and the trend of people using new energy vehicles for long-distance travel has become increasingly obvious. In the next few days, the National Day holiday will usher in the peak return period. The National Energy Administration will work with relevant parties to further strengthen dispatch monitoring and continue to ensure the travel of new energy vehicles during the holiday. B[The charging peak of new energy vehicles is approaching during the National Day, and the charging volume of highways in many provinces is expected to reach a record high] According to State Grid news on September 30, the popularity of self-driving new energy vehicles has increased during the National Day holiday. According to the prediction of the smart car networking platform, the charging peak is expected to occur on October 1, and the peak charging period is from 7:00 to 20:00. October 5th and 6th are the core periods for return trips, and the number of charging vehicles on the highway will remain high. The peak charging periods are from 11:00 to 21:00 on October 5th, and from 10:00 to 22:00 on October 6th. From a regional perspective, it is expected that highway charging capacity in Zhejiang, Jiangsu, Anhui, Shandong, Hebei, Henan, Fujian and other provinces will reach a record high. From the perspective of highways, the new energy charging piles on Changshen Expressway, Shenhai Expressway, and Shanghai-Kunming Expressway are the busiest. B[China Association of Automobile Manufacturers comments on the strategic cooperation between FAW and GAC: calling on relevant parties to improve supporting policies in terms of production capacity replacement, tax sharing, etc.] On September 29, the China Association of Automobile Manufacturers released the article "FAW and GAC's strategic cooperation to provide a new cooperation model for high-quality development of the industry" Zhang said that from an objective point of view, corporate equity cooperation and strategic reorganization involve assets, personnel, debts and territorial interests. Cross-regional integration still faces practical problems such as the transfer of production capacity indicators, tax sharing, and long approval chains, which to a certain extent restricts the process of industrial intensification and high-end development. The China Association of Automobile Manufacturers will continue to play the role of a bridge between the government and enterprises, promptly collect and reflect the difficulties and demands encountered by enterprises during integration, and call on relevant parties to improve supporting policies in terms of production capacity replacement, tax sharing, asset disposal, personnel placement, etc., to clear obstacles for market-oriented integration; at the same time, strengthen Strengthen operation monitoring and industry self-discipline, promote typical experiences of resource integration, guide enterprises to develop rationally, orderly competition, and collaborative innovation, promote the formation of an industrial ecology of survival of the fittest and collaborative advancement, and inject stronger impetus into the high-quality development of the domestic intelligent network-connected new energy vehicle industry and accelerate the construction of a world automotive power. B[Beijing, Tianjin and Hebei will accelerate the construction of a world-class intelligent networked new energy vehicle advanced manufacturing cluster] "Science and Technology Innovation Board Daily" reported on the 28th that at the press conference of the 2026 World Intelligent Networked Vehicle Conference, Su Guobin, deputy director of the Beijing Municipal Economic and Information Technology Bureau, said that Beijing, Tianjin and Hebei will accelerate the construction of a world-class intelligent networked new energy vehicle advanced manufacturing cluster. In the next step, the three countries will focus on four aspects of work: first, focus on core technology research and breakthroughs in multi-sensor fusion sensing, model algorithms, solid-state batteries, automotive chips, operating systems, etc.; second, deepen the optimization of industrial ecology, expand the size of the vehicle, introduce key enterprises, and innovate whole-part collaboration; third, consolidate resource element guarantees and build a regional supply chain guarantee and parts testing and production base with high standards; fourth, strengthen product safety and quality. (Kechuangban Daily reporter Li Mingming) B[Hao Lishun, Ministry of Industry and Information Technology: Three aspects of efforts are being made to create a new situation of global cooperation in intelligent connected new energy vehicles] "Science and Technology Innovation Board Daily" reported on the 28th that at the 2026 World Intelligent Connected Vehicles Conference (WICV) press conference, Hao Lishun, deputy director of the Equipment Industry Department of the Ministry of Industry and Information Technology, said that the "15th Five-Year Plan" for the development of the intelligent connected new energy vehicle industry will create a new situation in global industrial cooperation as an important task. The next step will be to focus on three aspects of work: first, to promote closer cooperation in the industrial chain and supply chain, support foreign-funded enterprises to deeply explore the Chinese market, and guide domestic enterprises to improve their competitiveness and go global; second, to promote deeper international coordination of standards and regulations, actively participate in international standards and regulations activities such as WP.29, ISO, and IEC, and contribute Chinese solutions; third, to promote the international development of enterprises to be more stable, deepen trade and investment cooperation, improve cross-border logistics, investment and financing support, and strengthen overseas risk prevention and compliance construction. (Kechuangban Daily reporter Li Mingming) B[Passenger Car Association Branch: 596,000 new energy vehicles were sold in the national passenger car market from September 1 to 20 A decrease of 9% compared to the same period in September last year] On September 23, the China Passenger Car Association Branch released data. From September 1 to 20, the national passenger car market retailed 878,000 units, a decrease of 22% from the same period in September last year, and an increase of 8% from the same period last month. Since the beginning of this year, a total of 12.593 million units have been retailed, a year-on-year decrease of 21%; from September 1 to 20, the national passenger car market There were 596,000 new energy vehicles sold on the market, down 9% from the same period last September and up 14% from the same period last month. Since the beginning of this year, a total of 7.27 million new energy vehicles have been sold, down 12% year-on-year. From September 1 to 20, the retail penetration rate of new energy in the national passenger car market was 67.9%; from September 1 to 20, the wholesale penetration rate of new energy for national passenger car manufacturers was 73.9%. B[Wang Weiming, chief engineer of the Ministry of Industry and Information Technology: Management measures for vehicle modification will be introduced to further increase the potential of automobile consumption] On September 19, Wang Weiming, chief engineer of the Ministry of Industry and Information Technology, said at the 2026 China Automotive Industry Development (TEDA) International Forum that the current new round of scientific and technological revolution and industrial revolution are advancing in depth, and the Chinese automobile industry is also facing a critical period of transformation and upgrading to improve quality and efficiency. In order to strengthen top-level planning and collaboration among all parties and promote high-quality development of the industry, the Ministry of Industry and Information Technology took the lead in issuing the "15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry." In the next step, the Ministry of Industry and Information Technology will work with relevant departments to implement comprehensive policies and make targeted efforts to continuously improve the innovation, competitiveness, and comprehensive strength of the automobile industry, and accelerate the construction of a powerful automobile country. In terms of expanding consumption in the automobile market, it is necessary to implement "old-for-new" automobiles, bring new energy vehicles to rural areas, pilot projects for charging and swapping facilities in counties to make up for shortcomings, comprehensively apply hydrogen energy, systematically promote the large-scale application of new energy heavy trucks, introduce vehicle modification management measures, and improve the automobile export guarantee system to further increase the potential of automobile consumption. B[Gong Jinfeng of China Automotive Industry Center: Strictly abide by the bottom line of automotive product safety and create a standardized and orderly competitive environment] On September 19, Gong Jinfeng, general manager of China Automotive Technology and Research Center Co., Ltd., said at the 2026 China Automotive Industry Development (TEDA) International Forum that the automobile industry, as the core area of technological competition and industrial competition among major countries, is facing a stage of deep adjustment in the global competition pattern. Technical barriers, rules games, and competition for standards have become the core form of industrial competition among major countries. Based on the current industry development situation, Gong Jinfeng put forward several suggestions: First, focus on the core technology of intelligent connected new energy vehicles, continue to consolidate the leading advantages in industrial development, seize the "dual carbon" strategy and the development opportunities of the digital economy, and strengthen collaborative innovation of industry, academia and research; second, deepen cross-border integrated development, give full play to the linkage role of government and enterprises, deepen the pilot work for the access and passage of intelligent connected vehicles, and support L3 and above The large-scale and commercial application of self-driving functional vehicles will promote the deep integration of automobiles and artificial intelligence. The third is to strictly adhere to the bottom line of product safety, escort the healthy and orderly development of the industry, and improve the consistency of the entire process from core parts procurement, production quality control to finished product factory verification. Build a solid product safety defense line, guide enterprises to establish a quality-first development philosophy, and create a standardized and orderly competitive environment. B[BYD Auto Industry Co., Ltd. and BYD Auto Co., Ltd. recall some domestically produced cars] On September 18, BYD Auto Industry Co., Ltd. and BYD Auto Co., Ltd. filed a recall plan with the State Administration for Market Regulation in accordance with the requirements of the "Regulations on the Recall Management of Defective Automobile Products" and the "Implementation Measures of the Regulations on the Recall Management of Defective Automobile Products". 1. BYD Automobile Industry Co., Ltd.: From now on, a total of 58,026 Tang series cars produced between March 28, 2015 and December 21, 2018 will be recalled; from May 19, 2018 to 2022 A total of 77,846 new-generation Tang DM series cars were produced between January 14 and 7,023 new-generation Tang EV series cars were produced between December 27, 2018 and October 25, 2021. 2. BYD Automobile Co., Ltd.: Starting from now, a total of 40,316 Qin series vehicles produced between June 27, 2014 and June 9, 2019 will be recalled. For some vehicles within the scope of this recall, due to manufacturing problems, the material of the brake pedal limit pad is abnormal. After long-term use, the limit pad may crack and break. In extreme cases, the limit pad falls off, causing the brake light to stay on when the brake pedal is not depressed, sending an incorrect signal to the rear, posing a safety hazard. B[NIO Technology (Anhui) Co., Ltd. recalls some Firefly pure electric vehicles] On September 18, NIO Technology (Anhui) Co., Ltd. filed a recall plan with the State Administration for Market Regulation in accordance with the requirements of the "Regulations on the Recall Management of Defective Automobile Products" and the "Implementation Measures of the Regulations on the Recall Management of Defective Automobile Products". Recall number S2026M0114V: Starting from now, some Firefly pure electric vehicles produced between March 20, 2026 and April 2, 2026 will be recalled, a total of 686 vehicles. For some vehicles within the scope of this recall, due to abnormal manufacturing process fluctuations, the steering column torque sensor wiring harness may interfere with the sensor rotor. In extreme cases, the sensor signal may be abnormal, the electronic steering system fault light may illuminate, and the steering assist may fail, posing safety risks. B[Chebaihui Zhang Yongwei: During the "15th Five-Year Plan" period, the overall scale of the auto market needs to be maintained at 35 million-40 million vehicles] September 15th, Zhang Yongwei, chairman of the Chebaihui Research Institute, said today at the media communication meeting of the Auto Centenary Conference and Intelligent Electric Vehicle Development Forum (2027) that maintaining the stability of the auto market is an important task to support economic development. During the "15th Five-Year Plan" period, the overall annual sales volume of the auto market needs to be maintained at 35 million-40 million units. Among them, 25 million vehicles in the domestic market is an important task to stabilize the domestic cycle; export + overseas production has shifted from speed to quality, with a reasonable target of 10 million-15 million vehicles per year. Chebaihui predicts that overall car sales will decline slightly by 3% to about 33.4 million units in 2026, but will still be higher than sales in 2024; new energy vehicle sales are expected to be 18.4 million units for the whole year, a year-on-year increase of 12%, and the full-scale penetration rate is about 55%. Chebaihui also stated that in 2027, the Chinese automobile market will enter a recovery period. (Reporter Liu Yang)
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