August Production and Marketing Bulletin
Gasgoo: On Sept. 1, XPENG Group released its August delivery scorecard. The company handed over 39,107 new vehicles that month — a 4% increase from a year ago.
Gasgoo: On Sept. 1, Li Auto released delivery data for August 2026. The company delivered 37,679 vehicles during the month. As of Aug. 31, its cumulative historical deliveries have reached 1,801,834 units.
Gasgoo: On Sept. 1, NIO announced its August figures. The company delivered 35,836 new cars, up 14.5% from the previous year. By brand, the NIO marque accounted for 21,174 units, surging 101.2% annually, while the Onvo brand contributed 8,810 units. Firefly delivered 5,852 vehicles, a 34.7% increase.
Gasgoo: On Sept. 1, Leapmotor released August 2026 delivery data. Global volumes hit 103,129 units, jumping 80.7% and marking the third consecutive month where single-month sales surpassed the 100,000 mark.
Gasgoo: On Sept. 1, Deepal, a Changan Automobile subsidiary, reported August 2026 sales figures. According to its official WeChat account, global sales for August came in at 28,659 units; year-to-date sales reached 222,028, up 11.77%, while cumulative global sales have surpassed 947,600 vehicles.
IT Home: On Sept. 1, SAIC-GM-Wuling announced global sales of 130,870 units for August, with cumulative overseas sales exceeding 1.6 million. The Wuling Red Badge line moved 36,726 units, the Silver Badge line sold 47,139, and exports totaled 38,660 vehicles.
Gasgoo: On Sept. 1, the Harmony Intelligent Mobility Alliance (HIMA) reported August 2026 delivery data: the entire lineup delivered 42,101 units, with year-to-date volume up 10.8%. Cumulative deliveries have now broken the 1.52 million mark.
Gasgoo: On Sept. 1, Xiaomi EV released its August 2026 delivery data. Figures show monthly deliveries continued to exceed 30,000 units. This marks the fifth consecutive month that Xiaomi EV has surpassed the 30,000-unit threshold.
OEM Trend
The Paper: Volkswagen recently received complaints regarding Xingyu Optoelectronics' alleged mass dismissal of recent graduates. On Sept. 1, a Volkswagen China spokesperson stated, "Volkswagen Group takes the complaints regarding this supplier seriously and immediately launched a special investigation, which is currently underway." "Respecting the legitimate rights and interests of workers is a core principle adhered to by Volkswagen Group in all business activities," the spokesperson emphasized. "This principle runs through our supply chain management; we require that fundamental values and rights be fully guaranteed."
Fast Tech: On Sept. 1, reports surfaced suggesting Tesla is preparing for a wide-scale internal test of FSD v14 in China, with many internal staff receiving emails to sign non-disclosure agreements. Information indicates the testing scope has expanded from a Shanghai-based group of about 1,000 participants to an all-employee internal testing mode. Corporate staff who own a Tesla vehicle are now eligible to experience this version of the intelligent driving system. Participants must complete training and assessment, and all are required to sign NDAs by Sept. 6. The version is not yet open to ordinary owners, and no official launch timeline has been set; updates will depend on official Tesla announcements.
Cailian Press: FAW Jiefang stated on a recent conference call that first-half exports jumped over 30%. While profitability varies by region, overseas earnings generally outperform domestic ones. Future exports will be the industry's primary source of incremental growth. In core markets, the company will expand its lead by increasing resource investment; for emerging markets, it plans to strengthen local operations by establishing subsidiaries. Internationalization is a strategic priority for the company's "15th Five-Year Plan," and FAW Jiefang plans to sustain investment while managing risks to ensure steady progress.
Supply Chain News
Cailian Press: On Sept. 1, BYD Semiconductor announced that its new 4D mmWave radar chip, featuring the Xuanji A3 computing center, has entered mass production. Built on a 28nm automotive-grade process, the chip is designed to meet demand for high-resolution radar systems and integrates seamlessly with mainstream autonomous driving platforms. It has also completed calibration with the "Xuanji A3" intelligent driving chip to meet Tier 1 module manufacturers' detection requirements. Solutions based on this chip cover L2 to L4 intelligent driving applications, including highway navigation, urban driving, automated parking, and blind-spot monitoring.
Gasgoo: ZF's electric drive business has made significant strides in China recently, with its Coaxial eVD system securing project nominations from two leading domestic automakers. This milestone is seen as a sign that ZF's e-drive technology is achieving scalable application in China's new energy vehicle market.
Industrial Economy
Cailian Press: On Sept. 1, Hong Kong's Hang Seng Index closed down 0.93%, while the Hang Seng Tech Index dropped 1.49%. NIO fell more than 6%, Alibaba and JD.com slid over 3%, SMIC, Bilibili, and Baidu Group declined by more than 2%, while NetEase and China Vanke dropped over 1%.
Policy Situation
Cailian Press: According to the Shaanxi Automobile Industry Association, the "Financial Subsidy Plan for the Construction of High-Power Charging Facilities for Electric Vehicles in Shaanxi Province" was recently issued. Drafted by the provincial development and reform commission and the finance department, the scheme aims to leverage provincial fiscal funds to accelerate the construction of high-power charging infrastructure. The plan proposes using industrial coordination funds to subsidize public high-power charging facility projects—including those at swapping stations—that complete filing, investment, construction, and commercial operation between 2026 and 2027.
