Overview
- CPCA reports October passenger retail at 2.242 million units with 1.282 million NEVs, taking January–October NEV retail to 10.151 million as exports and production also rise.
- Huawei’s QianKun partner brands topped 100,000 units in October, with HarmonyOS Zhixing highlighting cumulative Zhijie R7 deliveries above 100,000 and the Enjoy S9 drawing 8,000 preorders within 72 hours.
- NIO’s Li Bin said the Firefly will gain a larger battery and will not adopt CATL’s Chocolate swap due to liquid‑ vs air‑cooled designs, as a new Firefly variant with a 120 kW motor appeared in MIIT filings.
- Automakers broaden lineups with fresh launches and filings, including Wuling Hongguang’s fuel, range‑extended and pure‑electric refresh starting at RMB 54,800, Changan Q05’s November 21 debut, and MIIT entries for Volkswagen Anhui’s Yuzhong 08 SUV and FAW Bestune’s Yueyi 08 sedan.
- XPeng said P7+ cumulative deliveries have surpassed 85,000 with an 11‑month run at the top of the RMB 150,000–200,000 electric sedan segment, as adjacent tech investment accelerates with OpenAI’s proposed $1.4 trillion data‑center plan and early funding for XDream Robotics.