B[Weishi Electronics: The proportion of new energy terminal business continues to increase and is an important source of growth for the company] On October 15th, Weishi Electronics stated at the 2026 semi-annual performance briefing that the company has maintained stable cooperation with mainstream automotive panel customers such as Tianma, China Star Optoelectronics, and AUO, and its terminals cover many domestic and foreign mainstream and new energy car companies. In the first half of 2026, the company continued to tap the potential of existing customers and obtained multiple new projects for automotive backlight modules. At present, the proportion of new energy terminal business continues to increase and is an important source of growth for the company. In the second half of 2026, competitive pressure in the automotive industry will still exist objectively. The company will make every effort to promote the ramp-up of the production capacity of the Huai'an base, promote the mass production and delivery of designated projects in hand, optimize the product structure, continue to reduce costs and increase efficiency, and strive to improve operating performance. However, there are uncertainties in the demand of the downstream vehicle industry and the progress of customer projects. B[Passenger Car Association Branch: From October 1 to 11, 281,000 new energy passenger vehicles were sold in the national passenger car market A 13% decrease compared to the same period in October last year] On October 14, the China Passenger Car Association released data. From October 1 to 11, the national passenger car market retailed 459,000 units, a decrease of 24% from the same period in October last year, and an increase of 7% from the same period last month. Since the beginning of this year, the cumulative retail sales of 13.793 million units, a year-on-year decrease of 22%; from October 1 to 11, the national passenger car market There were 281,000 new energy vehicles sold in the new energy market, down 13% from the same period in October last year and 7% from the same period last month. Since the beginning of this year, there have been a total of 8.039 million retail sales, down 13% from the same period last year. From October 1 to 11, the retail penetration rate of new energy in the national passenger car market was 61.2%; from October 1 to 11, the wholesale penetration rate of new energy among national passenger car manufacturers was 78.1%. B[Shanghai: Encourage existing fuel-burning passenger cars to be updated to new energy vehicles. The number of fuel-burning passenger cars will reach a peak plateau by 2030] On October 13, the General Office of the Shanghai Municipal People's Government issued the "Shanghai's 15th Five-Year Plan for Energy Saving, Carbon Reduction and Circular Economy Development." It pointed out that we will promote the electrification and low-carbonization of new sanitation, official ships, ferries and other inland water vessels. Carry out early elimination and replacement of high-pollution and high-emission vehicles. Accelerate the replacement of vehicles with new energy sources in areas such as logistics, distribution, and environmental sanitation. Accelerate the large-scale application of new energy heavy trucks. Encourage existing fuel-burning passenger cars to be upgraded to new energy vehicles. By 2030, the number of fuel-burning passenger cars will reach a peak level. Continue to improve the energy efficiency of aircraft, ships and other transportation vehicles, and improve the level of energy-saving and carbon-reducing technologies such as fuselage and hull configurations and power systems. Accelerate the elimination of non-road mobile machinery of National Grade II and below. By 2030, qualified internal vehicles and operating machinery such as ports, logistics bases, and airports will basically complete the replacement of clean energy with clean energy. B[2026 World New Energy and New Materials Conference held in Ordos City] October 13th, 2026 World New Energy and New Materials Conference opened in Ordos City on October 12th. With the theme of "Multiple Collaboration and Multi-Energy Complementation to Create a New Global Energy Ecosystem", the conference brought together domestic and foreign academicians and experts, and representatives of leading industry companies, and attracted more than 300 companies and more than 8,000 guests to participate in the exhibition to jointly explore the path to green energy transformation and help accelerate the development of new productivity. The World New Energy and New Materials Exhibition will be held concurrently with the conference, with an exhibition area of 30,000 square meters and eight exhibition areas including central state-owned enterprise themes, wind energy, solar photovoltaic, hydrogen energy, energy storage, new energy vehicles, coal-based new materials, and artificial intelligence + energy. The exhibition focuses on the five major industrial chains of wind, light, hydrogen, storage, and vehicles as well as coal-based new materials, displaying cutting-edge achievements from silicon-carbon anodes to long-term energy storage, and from zero-carbon parks to smart grids. B[Chery Automobile, BYD, SAIC, etc. are all stepping up research and development to speed up the "onboarding" of solid-state batteries.] On October 13, the solid-state battery research and development process of many Chinese car companies is accelerating. On October 12, the relevant person in charge of Chery Automobile confirmed to a reporter from the Shanghai Securities News that the solid-state battery research and development of the company’s battery division is progressing steadily. On October 8, Chery Automobile released a number of solid-state battery equipment procurement projects in 2026, covering core aspects such as solid-state battery research and development, preparation, and testing. Not only Chery Automobile, the reporter learned from interviews that mainstream domestic car companies with new energy businesses such as BYD, SAIC, and Dongfeng Motor have recently stepped up their research and development of solid-state batteries. Industry experts told reporters that the "incorporation" of solid-state batteries into vehicles is one of the main development directions of new energy vehicles in the world and is also a "must be fought for by military strategists." As competition in the new energy vehicle industry escalates, it is foreseeable that major Chinese car companies will launch their own solid-state battery models in the future. At the same time, domestic battery industry chain companies will usher in new industry opportunities. (Shanghai Securities News) B[Passenger Alliance Branch: 558,000 new energy passenger vehicles were exported in September, a year-on-year increase of 163.5%] On October 12, data from the Passenger Alliance Branch showed that 558,000 new energy passenger vehicles were exported in September, a year-on-year increase of 163.5%, and a month-on-month increase of 7.7%. Accounting for 60.8% of passenger car exports, an increase of 21 percentage points from the same period last year; among which pure electric vehicles accounted for 60.5% of new energy exports (66.2% in the same period last year), and the A00+A0 class pure electric vehicles as the core focus accounted for 57.9% of pure electric exports (49% in the same period last year). As the scale advantages of China's new energy vehicles emerge and market demand expands, more and more new energy brand products made in China are going abroad, and their recognition overseas continues to increase. Among them, plug-in hybrids in the narrow sense accounted for 34.2% of new energy exports (31.4% in the same period last year), and extended-range plug-in hybrids accounted for 5.3% of new energy exports (2.4% in the same period last year). Although there has been some interference from external countries recently, the number of developing countries that have independent narrow-sense plug-in hybrid exports is growing rapidly and the prospects are bright. The outstanding companies in new energy exports in September were: BYD Auto (175,877 units), Chery Automobile (85,990 units), Geely Automobile (72,893 units), Tesla China (30,529 units), SAIC Passenger Cars ( 29,552 vehicles), Changan Automobile (29,325 vehicles), Leap Motors (27,454 vehicles), SAIC-GM-Wuling (16,543 vehicles), Dongfeng Motor (10,282 vehicles), and Xpeng Motors (10,055 vehicles). B[Passenger Car Association Branch: Passenger car exports in September were 917,000 units, a year-on-year increase of 73.7%] According to October 12, passenger car exports (including complete vehicles and CKD) were 917,000 units in September, a year-on-year increase of 73.7%, a month-on-month increase of 3.2%, accounting for 36% of the sales of passenger car manufacturers (38% last month, 19% in the same period in 2025). In September, new energy vehicles accounted for 60.8% of total exports, a significant increase of 21 percentage points from the same period. In September, exports of independent brands reached 812,000 vehicles, a year-on-year increase of 75%; joint venture and luxury brand exports reached 105,000 vehicles, a year-on-year increase of 62%. B[Shanghai Industrial Map and the list of Shanghai’s 30 100-billion-level industrial clusters released] "Science and Technology Innovation Board Daily" reported on the 12th that the Shanghai Industrial Map 2026 version was officially released at the 26th Industry Expo today, and announced the list of 30 "urban collaboration" 100-billion-level industrial clusters. The 30 100-billion-level characteristic clusters include Pudong integrated circuit industry chain, Pudong biomedicine industry chain, Pudong intelligent connected new energy vehicle industry chain, Pudong software and information technology services, Qingpu modern logistics, Yangpu online new economy, etc. In the next step, relying on Shanghai's industrial map, we will do a good job in "spatial navigation", promote the aggregation of resources into leading industries, strengthen targeted recruitment in key areas, and accelerate the characteristic and clustered development of regional industries. At the same time, we will deepen district cooperation, give play to the comparative advantages of each district, and promote the formation of a number of practical cases of district cooperation. (Kechuangban Daily reporter Huang Xinyi) 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)
— All loaded —
