1.State Taxation Administration: China's Manufacturing Sector Receives Nearly RMB 1.3 Trillion in Tax and Fee Reductions and Tax Refunds over First Eight Months
2.Authorities Including the NDRC: China Plans to Build 28 Million Charging Facilities to Cover 80 Million EVs by the End of 2027
3.CPCA: National Passenger Vehicle Market Retail Sales Hit 686,000 Units from October 1 to 12
4.CPCA's Cui Dongshu: Passenger Vehicle Promotions and Downward Repositioning Return to Rationality in 2025, Market Order Significantly Improved
Cui Dongshu, Secretary General of the CPCA, stated today that both promotions and downward repositioning in the passenger vehicle industry returned to a rational level in 2025, leading to a noticeable improvement in market order. The scale of price reductions for new models in January-September 2025 was relatively moderate, affecting 148 models. The current price competition primarily involves newly launched vehicles directly setting a lower price floor than the previous models, rather than following the pattern of adding features without reducing the price. In September, only one model was directly reduced in price, underscoring that the strategy of launching a new car with improved features at a lower price point is the preferred method for boosting cost-effectiveness. In September 2025, the total number of models with price reductions was 23, which was stable compared to August. Among these, there were 7 fuel-powered vehicles, an increase of 2 models compared to the 5 in August 2025; 2 hybrid fuel vehicles; 5 plug-in hybrid vehicles, an increase from the previous month; 2 extended-range EVs, also an increase from the previous month; and 7 pure EVs, a decrease of 7 models from the 14 in the previous month.
5.September Auto Manufacturer Sales Rankings Released
6.ONVO Sees Its 100,000th Mass-Produced Vehicle Roll off Production Line
On October 15, ONVO officially announced that its 100,000th mass-produced vehicle has rolled off the production line. The milestone vehicle, a ONVO L90, is scheduled for customer delivery this coming weekend. According to delivery data released by NIO, ONVO delivered a total of 15,246 new vehicles in September this year. As of the end of September, ONVO’s historical cumulative new vehicle deliveries reached 90,279 units.
According to Yiche, on October 15, NIO officially announced that the total number of battery swaps performed by its users has exceeded 88,888,888. The company stated that this figure, containing significant energy, symbolizes the scale of NIO's power swap network development. Currently, over 50% of the energy supplied to users comes from battery swapping; more than 82% of users can find a power swap station within 3 kilometers of their residence; and the average time for an ultra-fast battery swap is completed every 0.86 seconds.
8.Li Xiang: Fully Autonomous Smart Vehicles Will Be Realized in 3 to 5 Years
On October 15, Li Auto CEO Li Xiang shared his views on the future of autonomous vehicles. He projects that fully autonomous smart vehicles will be realized in as quickly as three years, or conservatively five years, and these vehicles will become the largest artificial intelligence terminals in the physical world. He further speculated that by 2030, smart car companies may emerge that surpass the scale of Apple's iPhone business.
9.BYD's DiPilot System Generates over 100 Million Kilometers of Daily Data; Smart Driving Models' Cumulative Sales Exceed 1.7 Million
ithome.com reported on October 15 that Li Yunfei, General Manager of Brand and Public Relations at BYD, announced that the company's DiPilot Advanced Intelligent Driving Assistance System (DiPilot System) is now generating over 100 million kilometers of data daily. As of September 30, 2025, the cumulative sales of models equipped with this intelligent driving system have surpassed 1.7 million units. BYD's sales breakdown for smart driving models with DiPilot System in September shows: Dynasty and Ocean series sold 266,248 units; FANG CHENG BAO sold 21,667 units; DENZA sold 6,986 units; and Yangwang sold 705 units.
10.CATL Establishes New Energy Technology Company in Jinzhou
On October 14, Times Qiji New Energy Technology (Jinzhou) Co., Ltd. was established with a registered capital of RMB 5 million. Its business scope includes R&D of emerging energy technologies, sales of new energy vehicle battery swap facilities, and R&D of online energy metering technology. Shareholder information indicates that the company is wholly owned by Times Qiji New Energy Technology (Shenyang) Co., Ltd., a subsidiary of CATL.
11.CATL and JD Form Comprehensive Strategic Partnership; Launching a New Vehicle in Collaboration with GAC Priced Between RMB 100,000 and RMB 120,000
On October 15, it was reported that CATL announced the signing of a strategic cooperation agreement with JD Group. The two parties will engage in in-depth cooperation across multiple areas, including full-channel services in the battery consumer market, green transportation capacity, logistics, warehousing and distribution, zero-carbon parks, digital and intelligent transformation of the industrial supply chain, administrative supplies and comprehensive employee services, data centers, and overseas business development support.
Furthermore, JD Auto, in partnership with CATL's subsidiary CAES and GAC Group, is jointly launching a new vehicle, estimated to be priced between RMB 100,000 and RMB 120,000. The car is anticipated to be officially released during JD's "Double 11" shopping festival and will be sold exclusively by JD. It is likely to be a battery-swappable AION model featuring Choco-SEB (swapping electric block), CATL's new energy operation solution.
12.All-New XPeng P7 Confirmed to Feature Mechanical Door Redundancy Inside and Out, Allowing Access Even After Power Loss
On October 15, it was reported that XPeng Motors released the sixth installment of its "Q&A with Users" series for the all-new XPeng P7, addressing user concerns regarding mechanical redundancy for the door handles. The all-new XPeng P7 is confirmed to feature mechanical door release redundancy both inside and outside the vehicle, allowing the doors to be unlocked and opened using mechanical means even in the event of a total vehicle power failure.
13.GWM's WEY Gaoshan 7 Is Officially Launched
On the evening of October 15, Great Wall Motor's WEY brand officially launched the WEY Gaoshan 7. The suggested retail price for the WEY Gaoshan 7 is RMB 285,800, and the suggested retail price for the welfare edition is RMB 349,800.
14.Stellantis Announces US$13 Billion Investment in US to Expand Jeep, Dodge, and Ram Truck Production Capacity
According to Gasgoo Auto, Stellantis recently announced a US$13 billion investment in the US. The company stated that this investment will drive the launch of five new vehicle models over the next four years and create 5,000 new jobs at its plants in the US Midwest. Antonio Filosa, CEO of Stellantis, called this the largest single investment in the company's history. The capital injection comes as Stellantis strives to regain sales growth momentum in one of its most critical markets: the US.
Stellantis plans to introduce five new vehicles and 19 updated models in the US over the next four years, expecting production capacity to increase by 50% as a result. Specific investment details include: the re-opening of the Belvidere, Illinois plant to produce the new Jeep Cherokee/Compass, starting in 2027; the Toledo, Ohio plant assembling an all-new mid-size truck, launching in 2028; the Warren, Michigan plant producing new extended-range electric vehicles (EREVs) and internal combustion engine (ICE) large SUVs, starting in 2028; the Detroit plant producing the next-generation Dodge Durango, starting in 2029; and the Kokomo, Indiana plant manufacturing the all-new GMET4 EVO four-cylinder engine.
