Recently, the news in the automotive industry has mainly focused on the sales peak season of “Golden September and Silver October”, the strategic integration of several major manufacturers, and a historic turning point in the industry.
New car launches in a concentrated manner: Since September, more than 50 brand-new, updated or modified models have been launched simultaneously, covering the price range from 60,000 to 500,000 yuan.
Industry transformation: Strategic Consolidation by giants
Recently, many automakers have made significant strategic adjustments, and the industry landscape is being reshaped.
Gac acquires Equity in FAW Toyota: GAC Group plans to acquire 50% of the equity in FAW Toyota. After the transaction, FAW shares will become the second largest shareholder of GAC.
Geely and NIO join hands for charging and battery swapping: Geely has invested in NIO Energy with the equity of its subsidiary, Yiyi Internet, and 640 million yuan in cash, holding a 30% stake. The two sides will jointly build a unified battery swapping standard and interconnect charging networks.
Huawei and Seres deepen their cooperation: The two sides have signed a new five-year cooperation agreement and will jointly form a dedicated team for AskCar. The HarmonyOS Smart Mobility ecosystem has entered a stage of in-depth collaborative operation.
The share of pure gasoline vehicles has dropped below 50% for the first time: In the first half of 2026, pure gasoline models accounted for 49% of global new car sales, marking the first time in history that it has fallen below 50%, a significant decline from 73% in 2021.
Strong exports of new energy vehicles: This year, 3.32 million new energy passenger vehicles were exported, surging by 135%, becoming an important force in offsetting domestic demand pressure.
Sales highlights in September: BYD sold 463,600 vehicles in September. Zero Run Auto has delivered over 100,000 vehicles for three consecutive months. Xiaomi’s car delivery exceeded 40,000 units in a single month, and its capacity for large-scale delivery has been initially verified.
The overseas market is also highly dynamic
The UK is considering imposing additional tariffs: The British government is considering adding import tariffs on Chinese electric vehicles to align with EU policies.
Porsche has launched an “active contraction” strategy: The company plans to cut 9,000 jobs and shift its profit focus from pursuing sales volume to creating value per vehicle.
The century-old American auto show has been cancelled: The Rochester International Auto Show, which was founded in 1908 in the United States, has officially been cancelled due to the continuous decline in the number of visitors.
Technology Frontier: Solid-state Battery Planning Released
The policy level has pointed out the direction for the next-generation battery technology. Seven departments including the Ministry of Industry and Information Technology jointly issued a plan, clearly stating that by 2030, all-solid-state batteries should achieve initial large-scale application, and at the same time, the cycle life of long-life lithium batteries should reach 15,000 times.
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Post time: Oct-10-2026