OEM Trend
IT Home: On September 22, Li Auto’s official WeChat account announced that **cumulative deliveries of the Li Auto L6 have surpassed 410,000 units.** In August 2026, the next-generation Li Auto L6 claimed the top spot in extended-range vehicle sales.
IT Home: On September 22, Dongfeng Motor’s R&D center reported that **its self-developed Mach Power P2.5 single-motor hybrid electric drive prototype has officially rolled off the production line.** The system uses an optimized configuration to deliver a cost-effective four-wheel-drive solution. Compared to traditional P1+P3 dual-motor setups, **this assembly is 39% lighter, offering significant weight-saving advantages.**
Gasgoo: On September 22, the administrator of Dayun Automobile Co., Ltd. announced that **on September 17, 2026, the Yuncheng Intermediate People's Court in Shanxi Province issued a civil ruling approving the "Draft Reorganization Plan for Dayun Automobile Co., Ltd. and 57 Other Companies."** This marks the formal entry into the judicial reorganization execution phase for a company once known nationwide for its "Ride the Wind, Dayun Motorcycle" slogan and later a player in the heavy truck sector. **The 58 companies involved span Dayun’s entire chain, including vehicle manufacturing, parts supply, and sales services.**
The Paper: Sources reveal that **XPENG Robotics has completed supplier audits and finalized specifications for core components, pushing its mass production timeline forward.** On September 22, XPENG held its first Robotics Supply Chain Partner Conference, attended by top-tier suppliers in actuators, dexterous hands, sensors, and AI chips. Notably, Tesla’s robotics team has also visited Chinese suppliers for audits recently. Sources indicate **"significant overlap in core suppliers between the two parties."**
IT Home: **Deepal attended the 2026 Intel Innovation and Industry Ecosystem Conference, launching an AI BOX built on Intel® Core™ Ultra architecture in partnership with Intel,** which will be featured in the Deepal L06 Special Edition debuting simultaneously. This marks the first time PC-level on-device AI computing power has been introduced to the 150,000 yuan segment, accelerating the trend of premium intelligent experiences trickling down to the mainstream market.
Jiemian News: BAIC Group reports that **BAIC Group and Shandong Heavy Industry Group recently signed a strategic cooperation framework agreement.** The pact covers collaboration on core parts, new energy R&D, intelligent connectivity, and management improvements. BAIC Foton and Weichai Power simultaneously signed a sub-agreement.
Fast Tech: **Saudi Arabia’s first native automotive brand, Ceer, has officially unveiled its debut products: the Exobot electric sedan and SUV, marking the Kingdom’s entry into NEV manufacturing.** Ceer, a joint venture established in 2022 between Saudi Arabia’s Public Investment Fund and Foxconn, is a key pillar of the country’s "Vision 2030" strategy. Both models are built on the Exobot platform, featuring an 800V high-voltage architecture and a 112kWh battery, with the high-performance version delivering up to 1,111 horsepower. Ceer plans to launch seven models within five years. Sales of the first two will begin in early 2027 in Saudi Arabia. **Pricing has yet to be announced, but the brand is a critical step in Saudi efforts to diversify its economy and reduce oil dependence.**
Supply Chain News
Fast Tech: On September 22, China Industry & Technology News, a publication under the Ministry of Industry and Information Technology, published a commentary titled "The 'De-CATLization' Rhetoric is Ill-Advised," addressing the ongoing industry buzz. **OEMs bringing in multiple battery suppliers and pursuing in-house or joint-venture development are normal market moves to secure supply chains and optimize costs—not a deliberate snub of domestic leaders.** Currently, 17 Chinese companies have made Automotive News' 2026 Global Top 100 Automotive Suppliers list, ranking second globally. However, the overall revenue of domestic parts makers still lags behind automotive giants in Germany and Japan, making "leveling the peaks to fill the valleys" unnecessary. Artificially fueling "de-someone-ization" creates supply chain rifts that harm long-term growth. The industry must reject cutthroat disorderly competition and marketing gimmicks that replace real R&D. The right path for China's NEV sector lies in robust competition paired with collaboration.
Gasgoo: **On September 22, a signing ceremony for Rosenberger’s automotive high-speed connector and data center fiber optic connector and cable assembly projects was held in the Changzhou High-tech Zone.** The new investment will primarily expand the data center fiber communications business at the new smart factory in Changzhou, while also boosting local R&D, manufacturing capabilities, and scale for automotive high-speed connectors.
Gasgoo: **The Fangzheng Motor R&D headquarters project, located in the Shanghai Jiading Hydrogen Energy Port, recently topped out its main structure, marking the transition of this major Jiading industrial project to interior construction and equipment installation.** The project is invested by Fangde Zhiqu (Shanghai) Electromechanical Technology Co., Ltd., a subsidiary of Zhejiang Fangzheng Motor Co., Ltd., with a total investment of approximately 500 million yuan.
Gasgoo: Recently, FinDreams Battery and the Sichuan Guoruan Technology Group signed a strategic cooperation framework agreement in Shenzhen, **agreeing to deepen collaboration across multiple segments of the new energy supply chain to explore new models of industrial synergy.** Moving forward, FinDreams’ Sichuan-Chongqing-Shanghai regional team will lead implementation efforts. The partnership will focus on emerging fields such as electrifying drilling equipment, energy storage systems, power battery integration, and intelligent robotics, aiming for comprehensive, deep, and multi-dimensional cooperation.
Industrial Economy
Jiemian News: **On September 22, the automotive sector saw localized volatility.** JAC Motors hit the daily limit up, while BAIC BluePark, Yutong Bus, and BYD followed suit with gains.
CLS News: On September 22, the honorary president of the China Association for Science and Technology outlined three core pathways for resilient growth in the auto industry at the 2026 World New Energy Vehicle Congress. **First, accelerate electrification by promoting a mix of pure electric, plug-in hybrid, extended-range, and fuel cell vehicles tailored to local conditions, steadily greening the transport sector.** **Second, expand hydrogen applications to drive cross-sector deployment and scaling.** Currently, fuel cell vehicles have a penetration rate of less than 0.5% in the medium- and long-haul commercial sector, facing challenges like sparse refueling networks and the trade-off between range and payload. Fuel cell vehicles are suited for long-haul, heavy-load transport and are a crucial technical route for solving new energy truck demands. **Third, speed up intelligent upgrades by leveraging integrated innovation to power transformation.** As AI technology rapidly matures, it is reshaping the functional architecture of intelligent connected vehicles, providing critical support for the smart driving sector.
CLS News: On September 22, the Jiangsu Provincial Statistics Bureau released an economic brief for January through August. Industrial output above designated size grew 6.5% year-on-year in the first eight months. In August alone, it rose 5.7%, with **the pharmaceutical, special equipment manufacturing, automotive, and computer/communication/electronics equipment sectors growing by 13.8%, 13.0%, 11.1%, and 10.9%, respectively.**
Policy Situation
CLS News: On September 22, reports emerged that French President Emmanuel Macron recently sent a letter to European Commission President Ursula von der Leyen, **urging the EU to immediately ease fuel quality standards** to bring down energy prices.
