OEM Movements | OEM Trend
IT Home reported on September 23 that Dongfeng Motor held talks with Huawei. On September 22, Feng Changjun, general manager and deputy party secretary of Dongfeng, met with Huawei founder Ren Zhengfei and senior executives in Shenzhen. The two sides discussed deepening strategic cooperation and product technology innovation.
Fast Tech reported on September 23 that NIO announced a milestone: the 30,000th ES9 was delivered in just 119 days. This breaks records for high-end pure electric models priced over 500,000 yuan. According to August 2026 sales data for the Yangtze River Delta region, the NIO ES9 captured a 24% market share. This means one in every four vehicles sold in that price segment was an ES9.
IT Home reported on September 23 that Volkswagen Anhui resumed full production of the ID.UNYX 07. Large-scale stock is arriving at dealerships. The company stated that chip supply fluctuations previously slowed delivery rhythms. It thanked customers for patience, noting that a large batch of new vehicles will arrive at stores nationwide by late September.
Fast Tech reported on September 23 that BMW CEO Milan Nedeljkovic discussed pricing in an interview. He said some Chinese car prices in Europe defy commercial logic. This risks fueling protectionist sentiment. He opposed using tariffs as a countermeasure, arguing that additional duties represent market intervention. He advocated resolving differences through voluntary pricing agreements to avoid escalation. This stance aligns with BMW's opposition to EU tariffs on Chinese EVs. The EU imposed countervailing duties on Chinese EVs in October 2024. The all-electric MINI produced in China faces a 31% tariff. BMW is negotiating an exemption. These duties have not stalled growth. Chinese brands are absorbing costs through localized production and price adjustments.
Gasgoo reported that BYD's factory in Thailand produced its 100,000th new energy vehicle. The milestone was marked with a delivery event. Attendees included the Thai team, new owners, media, and guests. The vehicle was a BYD ATTO 3, the first model launched in the Thai market. This symbolizes the company's journey from market entry to local manufacturing.
Supply Chain News
CLS reported on September 23 that Linglong Tire plans to establish a wholly-owned subsidiary in Egypt. This entity will serve as a new overseas tire production base. The project requires a $270 million investment. Construction will last two years. Once completed, it will have an annual capacity of 6 million semi-steel radial tires. Projected annual revenue is $173 million with net profit of $34.62 million. The investment needs approval from authorities in China and Egypt.
CLS reported on September 23 that CATL and Wuling unveiled new generation professional-grade batteries for urban logistics vehicles. They feature the Feiliu Smart 2.0 thermal control system and MUST structure technology. The cells use high-temperature self-inhibition technology for fast charging. The batteries offer a cycle life of 10,000 times at 25°C and 5,000 times at 45°C. They will debut on the Wuling Yangguang L.
Gasgoo reported that Autoliv's Wuhan Technical Center officially opened recently. Located in Wuhan's Dongxihu District, the facility includes R&D offices and laboratories. It covers the entire chain of automotive safety component development. This includes simulation, testing, and system integration. It fully meets the diverse R&D needs of clients in the automotive safety sector.
Gasgoo reported that GAC Group signed a strategic cooperation agreement with the Dongguan Institute of Materials Science and Technology. The institute is under the Chinese Academy of Sciences. They aim to tackle amorphous material technologies for electric drive systems. The goal is to bridge the "last mile" of technology transfer.
Industrial Economy Focus
CLS reported on September 23 that the National Energy Administration released charging infrastructure data. According to the National Charging Facility Monitoring Service Platform, total charging connectors reached 24.223 million by the end of August 2026, up 39.6% year-on-year. Public charging connectors totaled 5.16 million, up 19.5%. Their combined power is 262 million kilowatts. Private connectors reached 19.063 million, surging 46.3%. Their installed capacity is 163 million kilovolt-amperes.
CLS reported on September 23 that the CPCA released data. From September 1 to 20, retail passenger car sales reached 878,000 units. This is a 22% year-on-year drop but an 8% monthly increase. Year-to-date sales were 12.59 million units. New energy retail sales hit 596,000 units in the same period. This is a 9% annual decline but a 14% monthly rise. Cumulative NEV retail sales reached 7.27 million. The NEV retail penetration rate was 67.9%. The wholesale rate was 73.9%.
CLS reported on the 2026 World New Energy Vehicle Congress in Haikou. Hainan Party Secretary Feng Fei stated commitment to green development. He noted that Hainan's new energy vehicle penetration rate has exceeded 66%. The province aims to ban fuel vehicle sales by 2030.
Gasgoo reported data from the Automotive Distributors and Mobility Association of Turkey (ODMD). Turkey's passenger car sales fell 25.2% year-on-year in August to 61,529 units. Tight monetary policy caused sluggish market demand.
Policy Dynamics
CLS reported on September 23 on a meeting for the Greater Bay Area hydrogen pilot cluster. Held in Guangzhou, the meeting outlined goals. During the pilot period, the cluster aims to promote 16,000 hydrogen fuel cell vehicles and construct 100 new hydrogen stations. Guangzhou launched an initiative for toll discounts and mutual recognition. It encourages Guangdong, Fujian, and Hunan to exempt eligible hydrogen vehicles from highway tolls. It also seeks to build stations along zero-carbon corridors. The goal is to lower hydrogen costs below 25 yuan per kilogram. It aims to create a model hydrogen highway corridor.
Personnel Changes | Executive Moves
Shanghai Securities News reported on September 23 that Chery Holding Group and Chery Automobile Co., Ltd. announced adjustments. The companies stated that comprehensive globalization is an unwavering strategic goal. To advance Chery's "Globalization 3.0" strategy, Zhang Guozhong will serve as executive vice president of Chery Holding Group. Zhang Guibing will take the role of executive vice president of Chery Automobile Co., Ltd.
