Core Insights - The article discusses the monthly OTA (Over-The-Air) monitoring report released by the China Automobile Circulation Association and Guangzhou Weirbo Information Technology Co., highlighting the trends and updates in the automotive OTA landscape [2]. Industry Overview - In December 2025, the industry updated a total of 1,257 features, a significant increase from 954 in the previous month, with 27 brands participating in OTA updates. The focus of upgrades was on driving assistance and voice functionalities [8]. - Throughout the year, the automotive industry shifted from "wild growth" to a "compliant expansion" model under regulatory constraints, emphasizing "safer, more inclusive, and practical" advancements. The total number of upgraded features increased by 36.7% compared to 2024 [8]. New Forces - New force brands updated a total of 216 features in December 2025, up from 177 the previous month, indicating a slight increase. Brands like Li Auto and Xpeng experienced major version upgrades, enhancing their level of intelligence [7]. - The frequency of upgrades for new force brands decreased due to regulatory impacts, transitioning from "high frequency" to "low frequency with high quality," while still maintaining a high level of overall upgrade functionality [9]. Domestic Brands - Domestic brands updated 1,005 features in December 2025, a significant rise from 728 in the previous month. This year was crucial for domestic brands to catch up with the leading tier in intelligence, focusing on "more inclusive and practical" strategies [14]. - The total number of upgraded features for domestic brands increased by 73% compared to 2024, with over 20% of upgrades in intelligent driving and vehicle control modules, which are key areas for catching up [14]. Joint Venture & Luxury Brands - Joint venture and luxury brands updated 36 features in December 2025, a slight decrease from 49 in the previous month. However, the total number of upgraded features increased by 31.6% compared to 2024, with expansions into overall vehicle experience and intelligent driving modules [15]. - The upgrades in intelligent driving increased by 6.88% compared to 2024, and vehicle control features saw a 3.25% increase, indicating a shift from passive following to active participation in the intelligentization field [15]. OTA Activity Highlights - Li Auto adjusted its OTA internal testing project to a priority experience project, focusing on concentrated information release and enhancing user engagement through various promotional activities [26][32]. - The article outlines various promotional activities and user engagement strategies employed by Li Auto, including topic operations and rewards for user participation, aimed at increasing interaction with new features [33][38]. Future OTA Updates - The article provides a forecast of upcoming OTA updates for various brands, detailing expected upgrade contents and timelines, indicating a continuous evolution in the automotive OTA landscape [37][39].

Domestic News - Canada will import 49,000 electric vehicles from China, reducing tariffs from 100% to 6.1%, with a long-term goal of having over 50% of imported vehicles priced below 35,000 CAD (approximately 180,000 RMB) within five years [3] - In December, China's total retail sales of consumer goods reached 45,136 billion RMB, a year-on-year increase of 0.9%, with retail sales excluding automobiles growing by 1.7% [4] - Shanghai's 14th Five-Year Plan emphasizes the development of smart connected new energy vehicles through soft-hard collaboration and digital intelligence [5] - Hebei province plans to enhance electric vehicle charging infrastructure, aiming to build 1,200 high-power charging stations by 2027 [6] - Chery held its 2026 AI conference, showcasing advancements in AI technology across various vehicle models [7] - Li Auto's 2025 driving assistance report indicates a user base of 1.505 million, with a total mileage of 6 billion kilometers [8] - Lynk & Co's 30,000th vehicle rolled off the production line, with plans to expand into Latin America and the Middle East [9] - BYD opened its first brand center in Tanzania, introducing multiple electric vehicle models [10] International News - Indonesia's new car sales increased by nearly 18% year-on-year in December 2025, reaching 94,100 units, driven by incentives for electric vehicle imports [12] - Israel approved a ride-hailing bill allowing Uber and Lyft to operate, aimed at reducing taxi fares [13] - Germany plans to introduce subsidies of up to $7,000 for electric vehicle purchases to boost the market [14] - Maruti Suzuki will invest $3.9 billion to build a new factory in Gujarat, India, increasing production capacity by up to 1 million vehicles annually [15] Commercial Vehicles - Times Qi Ji and Ping An Leasing signed a strategic cooperation agreement to promote 5,000 electric heavy trucks [17] - The UK government announced a substantial subsidy program for electric trucks, with a total budget of £318 million [18] - Iveco and PlusAI are testing autonomous trucks in Spain, equipping them with SAE Level 4 technology [19] - A proposal was made in Jinan to establish regulations for the operation of unmanned delivery vehicles [20]

Core Viewpoint - The article discusses the implementation of the "Administrative Penalty Discretionary Power Benchmark Table" for the road motor vehicle production sector, aimed at standardizing administrative penalties and ensuring fair enforcement in accordance with relevant laws and regulations [3][4]. Group 1: Administrative Penalty Discretionary Power - The benchmark table will be effective from February 1, 2026, and addresses various violations such as providing false materials for vehicle production permits and unauthorized production or sale of vehicles [3][4]. - Specific violations include concealing relevant information, using improper means to obtain permits, and failing to accept supervision from the Ministry of Industry and Information Technology [3][4]. Group 2: Non-Punishment and Mitigation Circumstances - Certain circumstances can lead to non-punishment, such as minor violations corrected promptly, or if the offender can prove a lack of subjective fault [5]. - Mitigating circumstances for penalties include being a minor, actively reducing harm from the violation, or cooperating with authorities [5]. Group 3: Electric Vehicle Standards - The article also mentions the solicitation of opinions on the "Technical Requirements for Interchangeability of Battery Swap Systems for Pure Electric Commercial Vehicles," which aims to establish standards for battery swap systems to promote the electric vehicle industry [6][8]. - The standard is intended to facilitate seamless interchangeability between vehicles and battery swap stations, contributing to the growth of the electric commercial vehicle sector [9]. Group 4: Gasoline Engine Standards - A draft for the "Gasoline Engine High-Pressure Fuel Supply Connection Part 2: Fuel Pipe Assembly" standard has been released for public comment, with a deadline of March 14, 2026 [10][12]. - This standard aims to regulate the design and manufacturing of high-pressure fuel pipes used in gasoline engines, addressing the need for technical specifications to enhance product quality and reduce trade barriers [13][14].

Policy and Regulations - The Ministry of Industry and Information Technology (MIIT) is working to further regulate the competitive order of the power and energy storage battery industry, addressing issues such as irrational competition and overcapacity [8][9][10] - The MIIT highlighted that China's planned battery production capacity will exceed 2000 GWh by 2025, while actual demand is only about 1000 GWh, leading to a utilization rate of less than 50% [9] - The city of Yangzhou is promoting the use of new energy dump trucks and concrete mixers, encouraging companies to update their fleets [12][13] Market Insights - The main technical routes for the new energy VAN market include pure electric, methanol-hydrogen electric, and hybrid power [19][20] - New energy large VANs have significant advantages in space, load capacity, range, and road rights, making them suitable for various applications such as urban logistics and outdoor camping [20][22] - User experience for new energy VANs has improved, with features like longer ranges (370-560 km for mainstream models) and larger cargo volumes (7-13 cubic meters) [28][29] Company Monitoring - Successful Automobile has set a production and sales target of 50,000 units for 2026, with 20,000 units aimed for overseas sales, and plans to launch nine new or upgraded products [33][35] - Farizon Auto aims for a sales target of 260,000 units in 2026, introducing a comprehensive product matrix covering various commercial vehicle segments [36][37] - Beiqi Heavy Truck has set a sales target of 20,000 units for 2026, focusing on new technology applications and product launches [38] - Honeycomb Energy announced the launch of the world's largest plug-in hybrid battery pack, "Fortress 2.0," with a capacity of 80 kWh, set for mass production in March 2026 [41] - Honeycomb Energy also reported a breakthrough in its stacking technology, achieving a 100% efficiency increase and a 34% reduction in costs [43][44]

Domestic News - Hangzhou's "15th Five-Year Plan" aims to accelerate the development of two trillion-level industrial clusters in artificial intelligence and visual intelligence, focusing on nine key areas including intelligent robots, integrated circuits, and new energy equipment [7] - Shanghai has implemented a traffic congestion model at 360 intersections, resulting in a 12.9% increase in average vehicle speed at trial intersections, with traffic accidents expected to decrease by 2.7% and fatalities by 7% by 2025 [9] - BAIC Group and Hyundai Motor are deepening strategic cooperation to accelerate the transformation of Beijing Hyundai [10] - China National Building Material Group and Chery Automobile have signed a strategic cooperation agreement to focus on new materials for industries such as new energy vehicles and robotics [11] - Xiaomi plans to lower the safety mileage requirement for its urban navigation assistance feature to enhance user experience, with a target of 1,000 kilometers set for 2024 [12] - Dongfeng's solid-state battery, with an energy density of 350Wh/kg, is undergoing extreme cold testing in Mohe, demonstrating significant performance in low temperatures [13] - Zeekr's 007GT has launched in Europe, with prices in the Netherlands ranging from 374,000 to 467,000 RMB [14] - Baidu's Robotaxi service has quietly expanded to approximately 20 cities nationwide, with significant investments in smart connected vehicle testing projects [15] International News - General Motors plans to invest $1 billion in the Mexican manufacturing sector over the next two years, focusing on projects aimed at domestic demand [17] - South Korea's automotive exports are projected to reach a record $72 billion in 2025, marking a 1.7% increase from 2024 [18] - Honda's U.S. division aims for a sales target of 1.5 million vehicles by 2026, employing a balanced strategy of hybrid, fuel, and electric models [19] - Mercedes-Benz is expanding its electric vehicle charging network to Canada, with the first three fast-charging stations now operational [20] Commercial Vehicles - The Xiangling V5 gas engine product has been launched in the southwest region, targeting logistics solutions for various sectors [21] - Dongfeng's Rui Lida has completed extreme cold testing, demonstrating superior performance in low-temperature conditions [22] - Shaanxi Automobile is set to unveil three strategic new products at its upcoming partner conference [23] - The Yuanmeng Super VAN has achieved a 212% year-on-year sales increase in 2025, maintaining the top market share in the new energy wide-body light truck segment [25]

Core Viewpoint - The article provides an overview of new vehicle models set to launch in January 2026, detailing specifications, pricing, and market segments for various manufacturers, highlighting the competitive landscape in the automotive industry. Group 1: New Vehicle Launches - BYD's Song Pro DM-i is scheduled for release on January 10, 2026, positioned as an A SUV with a price range of 12.28 to 13.08 million yuan, featuring a 1.5L plug-in hybrid engine and a pure electric range of 220 km [9]. - Chery's QQ Ice Cream will also launch on January 10, 2026, classified as an A00 HB, with a price range of 4.39 to 4.99 million yuan, powered by a pure electric engine and offering a range of 220 km [17]. - The Chery Little Ant is set to debut on the same day, with a price range of 5.49 to 6.09 million yuan and a pure electric range of 271 km [25]. - Dongfeng Nissan's Qichen D V DD-i will launch on January 13, 2026, as an A SUV, priced between 12.99 and 14.99 million yuan, featuring a 1.5T plug-in hybrid engine [33]. - BAIC's ARCFOX Kaola S will also be released on January 13, 2026, as an A SUV, with prices ranging from 9.98 to 11.98 million yuan and a pure electric range of 520 km [41]. Group 2: Specifications and Features - The Song Pro DM-i has dimensions of 4,735 mm in length, 1,860 mm in width, and 1,690 mm in height, with a wheelbase of 2,712 mm [9]. - The QQ Ice Cream measures 3,030 mm in length, 1,496 mm in width, and 1,637 mm in height, with a wheelbase of 1,960 mm [17]. - The Little Ant has dimensions of 3,242 mm in length, 1,670 mm in width, and 1,550 mm in height, with a wheelbase of 2,150 mm [25]. - The Qichen D V DD-i features dimensions of 4,620 mm in length, 1,917 mm in width, and 1,629 mm in height, with a wheelbase of 2,700 mm [33]. - The ARCFOX Kaola S has dimensions of 4,500 mm in length, 1,870 mm in width, and 1,675 mm in height, with a wheelbase of 2,820 mm [41]. Group 3: Market Positioning - The Song Pro DM-i targets the A SUV segment, indicating a focus on the growing demand for hybrid vehicles in the SUV market [9]. - The QQ Ice Cream and Little Ant are positioned in the A00 HB segment, appealing to budget-conscious consumers seeking electric vehicles [17][25]. - The Qichen D V DD-i and ARCFOX Kaola S are also targeting the A SUV segment, reflecting the competitive nature of this market with multiple new entrants [33][41].

Industry Insights - The Ministry of Industry and Information Technology and five other departments have issued a plan to promote green low-carbon consumption in sectors such as new energy vehicles and green building materials [2] - The plan includes enhancing the efficiency standards for consumer products and promoting the certification of green building materials [2] - There is a push for the development of national standards for smart home interconnectivity and support for enterprises to create comprehensive smart and green solutions [2] Product Analysis - The core technology of new energy large vans includes platform design, allowing for flexible cargo dimensions through various combinations of wheelbase, vehicle height, and cargo layout [7] - New energy large vans show stronger adaptability in scenarios such as express delivery, supermarket distribution, and cold chain transportation [9] - User experience is expected to be upgraded with the introduction of these new energy large vans [11] Market Strategy Recommendations - Companies are advised to enhance innovation in research and development and focus on application scenarios to drive growth [13] - There is a recommendation for commercial model innovation, shifting from merely selling vehicles to providing services and ecosystems that address the entire vehicle purchase journey [21] Sales Forecast - The light commercial vehicle market is expected to maintain stability amid structural adjustments, with sales projected to reach approximately 2.9 million units in 2026, reflecting a slight increase of 1.9% [28]

Core Viewpoint - The overall vehicle registration in Shanghai for December 2025 was 54,868, showing a year-on-year decline of 13.45% but a month-on-month increase of 0.95% [3]. Vehicle Registration Summary - **Import Passenger Cars**: 1,603 units registered in December, down 21.27% month-on-month and 35.18% year-on-year. Total registrations for the year were 29,397, a decrease of 19.71% [4][10]. - **Domestic Sedans**: 2,509 units registered in December, reflecting a month-on-month drop of 32.26% and a year-on-year decline of 57.77%. Yearly total was 47,655, down 21.67% [4][11]. - **Small Passenger Cars (excluding sedans)**: 4,930 units registered in December, with a month-on-month decrease of 23.92% and a year-on-year decline of 57.45%. Total for the year was 83,428, down 20.41% [4][12]. - **New Energy Passenger Cars**: 40,311 units registered in December, showing a month-on-month increase of 4.00% and a slight year-on-year increase of 0.11%. Total registrations for the year reached 316,316, up 17.32% [4][13]. - **Large Buses**: 578 units registered in December, with a month-on-month decrease of 3.18% but a significant year-on-year increase of 167.59%. Yearly total was 4,945, up 16.35% [4]. - **Small Trucks**: 3,364 units registered in December, reflecting a month-on-month increase of 118.87% and a year-on-year increase of 69.98%. Total for the year was 14,407, up 36.73% [4]. - **Large Trucks**: 1,573 units registered in December, with a month-on-month increase of 26.96% and a year-on-year increase of 68.42%. Yearly total was 13,021, up 39.07% [4]. Monthly Registration Trends - The monthly vehicle registration numbers in Shanghai have shown fluctuations over the years, with a notable increase in new energy vehicles while traditional vehicle categories have seen declines [5][6][7].

Core Viewpoint - The article discusses the recent updates to the management of average fuel consumption and new energy vehicle (NEV) credit systems for passenger car enterprises in China, emphasizing the importance of these policies in promoting energy conservation and the development of the NEV industry [4][5][6]. Background of Policy Implementation - The NEV credit management policy has significantly contributed to energy conservation and the rapid development of the NEV industry in China, with the average fuel consumption of passenger cars decreasing from 6.43 liters per 100 km in 2016 to 3.31 liters per 100 km in 2024, a nearly 50% reduction [7]. - NEV production increased from 517,000 units in 2016 to 12.888 million units in 2024, representing a 23-fold increase. By November 2025, NEV sales reached 14.907 million units, accounting for 47.5% of total new car sales [7][8]. Significance of the Policy - The implementation of the 2026-2027 NEV credit management policy is crucial for promoting industrial development and achieving carbon neutrality goals. It aims to transition from fuel efficiency to carbon emission management, raising technical thresholds and encouraging enterprises to accelerate their shift to new energy [9]. - The policy addresses the oversupply of credits and low compliance costs by increasing credit thresholds, thereby restoring the scarcity and liquidity of the credit market [9]. - It emphasizes the need for accurate reporting of fuel consumption and credit data, enhancing regulatory oversight to prevent false reporting and encouraging companies to improve fuel economy and expand NEV production [9]. Key Content of the Policy - The NEV credit ratio for 2026 and 2027 is set at 48% and 58%, respectively, with a 10 percentage point annual increase. The average credit value for standard NEV models is reduced by approximately 50% compared to the previous phase [11][12]. - The credit calculation method for pure electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs) has been adjusted, with new flexibility in credit trading and a credit pool management system introduced [11][15]. Adjustments to Technical Requirements - The policy raises technical requirements for NEV models, including optimizing energy consumption targets and introducing new performance metrics for low-temperature endurance [15]. - For PHEVs, the fuel consumption requirements are tightened, and for fuel cell vehicles, the standards for power and operating conditions are elevated [15][16]. Other Adjustments to Align with Industry Trends - The policy increases the reward for low fuel consumption vehicles and continues to offer benefits for small-scale manufacturers, allowing for more lenient compliance standards based on production volumes [17]. - It also maintains incentives for companies that demonstrate significant reductions in average fuel consumption from the previous year [17].

Domestic News - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State Administration for Market Regulation held a meeting to regulate the competitive order in the new energy vehicle industry, emphasizing innovation and quality while resisting price wars [2] - The General Administration of Customs predicts that lithium battery exports will grow by 26.2% by 2025, with total exports reaching 26.99 trillion yuan, a 6.1% increase year-on-year [3] - Shanghai plans to achieve large-scale implementation of high-level autonomous driving applications by 2027, aiming to create a globally leading intelligent connected vehicle industry cluster [4] - Sichuan province is advancing the recycling and utilization of used power batteries from new energy vehicles, establishing a standardized and efficient recycling system [5] - Changan Automobile and CATL signed a memorandum to deepen their strategic partnership, focusing on joint branding, technology, and market expansion [7] - Zeekr has received authorization for a new patent related to vehicle turning in place, enhancing its technological capabilities [8] - Dongfeng Fengshen plans to launch eight new and upgraded models over the next three years, with a reported sales increase of 37% in 2025 [9] - Xiaomi's Lei Jun announced the progress of the winter high-speed long-distance testing of the YU7 model, focusing on smart driving and endurance [10] International News - A consulting firm predicts that global electric vehicle sales will exceed 20 million units by 2025, with a 20% increase in registrations, and China's market expected to grow by 17% [11] - Honda will update its "H" logo for new electric and hybrid models, with the first vehicles featuring the new logo expected to launch in 2027 [12] - Lucid Motors plans to start vehicle production in Saudi Arabia by the end of this year, with a goal of reaching an annual production capacity of 150,000 vehicles by 2029 [13] - Russia's passenger car sales are projected to decline by 15.6% in 2025, falling to 1.326 million units [14] Commercial Vehicles - Shanghai has issued the "Mosu Zhixing" action plan to promote the application of unmanned logistics vehicles, focusing on innovative and high-tech operational models [16] - Times Automotive has introduced a dual subsidy scheme in response to national policies, aimed at supporting the replacement of old vehicles and promoting green travel [17][18] - Zhengzhou Nissan officially launched the new pickup model, Jin Ruiqi, with a starting price of 86,800 yuan [19] - JAC's high-end light truck has successfully rolled off the assembly line in Algeria, marking a significant milestone in local production [20]