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China EV Market Heats Up: Zeekr 001 Deliveries, Tesla Q4 Ramp, Xiaomi SU7 Fire Spurs Scrutiny

Safety scrutiny following a fatal Xiaomi SU7 fire is reshaping automakers' balance of output with pricing.

Overview

  • Zeekr began nationwide deliveries of the refreshed 001, which standardizes a 900V architecture and lists up to 810 km CLTC range and a claimed 7‑minute 10%–80% fast charge.
  • Zeekr paused online sales for the nearly sold‑out 7X rear‑drive intelligent driving version with the 75 kWh pack and said it is coordinating supply and speeding production to shorten waits.
  • Tesla Vice President Tao Lin said Shanghai Gigafactory has entered a fourth‑quarter production ramp following a record 497,000 global deliveries in the third quarter.
  • Chinese media 36Kr reported that Tesla China is advancing reduced‑spec Model Y and Model 3 projects, now in validation testing with potential production timelines next year or later, and Tesla has not commented.
  • Police in Chengdu said suspected drunk driving preceded a fatal Xiaomi SU7 Ultra crash and fire, drawing intensified public attention to EV safety even as multiple brands move ahead with launches and presales this week, including Arcfox Alpha T5 (Oct 14), Wuling Starlight 730 (Oct 15), Beijing Hyundai EO (Oct 16), JMEV Yichi 05S (Oct 16) and Buick L7 deliveries on Oct 20.