Overview

• Official CPCA data show September passenger-car retail at 2.241 million and NEV retail at 1.296 million, up 15.5% year over year, with NEV production at 1.501 million and exports at 211,000, up 96.5%.
• Tesla Vice President Tao Lin said the Shanghai Gigafactory has begun a fourth-quarter production ramp after a record 497,000 global deliveries in the third quarter.
• ZEEKR started nationwide deliveries of the refreshed 001, priced from ¥269,800, now standard with a 900V architecture, lidar, and NVIDIA DRIVE Thor‑U compute rated at 700 TOPS.
• ZEEKR paused online purchases for the nearly sold-out 7X RWD ‚智驾版‘ with the 75‑kWh class battery as it coordinates supply, and the company says an updated 7X is planned for the fourth quarter.
• Mid-October launches cluster across brands, including Arcfox Alpha T5 range‑extender presales on October 14 with CATL ‘骁遥’ batteries and a claimed 1,215 km combined range, Beijing Hyundai’s EO SUV presales on October 16 with up to 722 km CLTC range, and Buick’s Zhijing L7 shipments ahead of October 20 customer deliveries.