Overview

• Official data show September passenger‑vehicle retail reached 2.241 million units (+6.3% year on year) with NEV retail at 1.296 million (+15.5%) and NEV exports at 211,000 (+96.5%).
• Zeekr started nationwide deliveries of the refreshed 001 priced from 269,800 yuan, featuring a 900V architecture with a claimed 10%–80% recharge in as little as 7 minutes and lidar‑equipped ADAS using NVIDIA DRIVE Thor‑U.
• Zeekr says the 7X rear‑drive intelligent‑drive trim with a 75 kWh battery is close to sold out with online ordering paused, and a Q4 update is planned for the 7X line including Thor‑U compute and 900V on select models.
• A wave of launches is set for Oct. 14–16: ARCFOX Alpha T5 EREV presale on Oct. 14 with CATL Shenxing battery (215 km EV range, 1,215 km combined, 30%–80% in 15 minutes); Wuling Starlight 730 presale on Oct. 15 offering BEV and PHEV options; Beijing Hyundai EO presale on Oct. 16 claiming up to 722 km CLTC and ~27‑minute 30%–80% charging; JMC Yichi 05S to launch Oct. 16 from 103,800 yuan with 500/610 km variants.
• Global updates reinforce the fast‑charge trend as Toyota’s facelifted bZ4X in Japan targets up to 746 km WLTC and a 28‑minute 10%–80% charge, while Renault’s limited 5 Turbo 3E debuts an 800V setup with 330 kW fast charging.