Core Viewpoint - The article emphasizes that China's economy is expected to continue its stable and progressive development, supported by effective macro policies, deepening reforms, and a smooth domestic and international dual circulation system [3][19]. Group 1: Consumption Trends - Consumer potential is being released, with market sales steadily recovering due to various measures aimed at boosting consumption. Notably, sales of products related to trade-in programs are performing well, and new consumption models like live-streaming sales and instant retail are rapidly growing [3][7]. - Service consumption is expanding, with increased holiday travel and a resurgence in cultural and tourism consumption, as well as active markets for sports events and film performances [5]. - Upcoming holidays such as the Mid-Autumn Festival and National Day are expected to further stimulate consumer spending, enhancing both the volume and quality of consumption [7]. Group 2: Emerging Industry Dynamics - The high-tech manufacturing sector is showing positive growth, with a year-on-year increase of 9.5% in value added from January to August [8]. - The transition towards intelligent and green manufacturing is progressing steadily, with significant production increases in industrial robots (29.9%), civilian drones (53.7%), and new energy vehicles (31.4%) during the same period [10]. - The development potential in emerging fields is continuously being released, which will help expand economic growth space and facilitate the transition from old to new growth drivers [14]. Group 3: Market Vitality - Market vitality is gradually improving, driven by the deepening of the national unified market and the strengthening of domestic circulation. The integration of domestic and foreign trade is accelerating, promoting enhanced market activity [15]. - From January to July, profits of large-scale manufacturing enterprises increased by 4.8% year-on-year, indicating a positive trend in the manufacturing sector [16]. - The import and export volume of private enterprises grew by 7.4% from January to August, reflecting a robust performance in trade [17]. Group 4: Macroeconomic Policies - Macroeconomic policies are being effectively implemented across various regions and departments, contributing to stable economic development. The "two重" construction and "two新" policies have shown significant effects [20]. - The business activity expectation indices for manufacturing and service sectors in August were 53.7% and 57%, respectively, both showing an increase from the previous month, indicating positive business sentiment [18].

Core Viewpoint - In August, the industrial added value of large-scale industries increased by 5.2% year-on-year, indicating a steady growth trend in the industrial sector [1][5]. Group 1: Industrial Growth - The industrial added value for January to August showed a year-on-year growth of 6.2% [1][5]. - The mining industry saw a year-on-year increase of 5.1%, while manufacturing grew by 5.7%, and the electricity, heat, gas, and water production and supply industry increased by 2.4% in August [3][5]. - High-tech manufacturing experienced a notable growth of 9.3% in August [5]. Group 2: Economic Types - State-owned enterprises reported a year-on-year growth of 4.7% in August, while joint-stock enterprises grew by 6.0%, foreign and Hong Kong, Macao, and Taiwan-invested enterprises increased by 2.3%, and private enterprises grew by 4.6% [3][5]. Group 3: Industry Performance - Among 41 major industries, 31 maintained year-on-year growth in added value in August [3]. - Significant growth was observed in the chemical raw materials and chemical products manufacturing industry at 7.6%, black metal smelting and rolling industry at 7.3%, and automotive manufacturing at 8.4% [3][5]. Group 4: Product Output - In August, out of 623 industrial products, 319 saw a year-on-year increase in output [4]. - Steel production reached 12.277 million tons, up 9.7% year-on-year, while cement production fell by 6.2% to 14.802 million tons [4][5]. - The production of new energy vehicles surged by 22.7% to 1.333 million units in August [6]. Group 5: Sales and Exports - The sales rate of industrial products was 96.6%, a slight decrease of 0.1 percentage points year-on-year [4][6]. - The export delivery value of industrial enterprises was 1.3029 trillion yuan, showing a nominal decline of 0.4% year-on-year [4][6].

Core Viewpoint - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into imported simulation chips from the United States, responding to U.S. measures in the integrated circuit sector. The China Association of Automobile Manufacturers (CAAM) supports this action and emphasizes the need for a fair international market environment for the automotive industry's technological advancement and sustainable development [1]. Group 1 - The CAAM expresses strong concern regarding the anti-dumping investigation and supports the Ministry of Commerce's necessary measures [1]. - The association calls for domestic and international enterprises to enhance technological innovation and industry chain collaboration, particularly in electrification and intelligence [1]. - The CAAM aims to actively support and cooperate with the investigation authorities to uphold fair trade and protect industry legal rights [1].

Core Viewpoint - The fixed asset investment in China from January to August 2025 shows a slight year-on-year growth of 0.5%, with a notable decline in private investment by 2.3% [1][4]. Investment by Industry - Investment in the primary industry reached 646.1 billion yuan, growing by 5.5% year-on-year [3][4]. - The secondary industry saw an investment of 1,182.46 billion yuan, with a growth rate of 7.6% [3][4]. - The tertiary industry experienced a decline in investment, totaling 2,014.04 billion yuan, down by 3.4% [3][4]. - Within the secondary industry, industrial investment grew by 7.7%, with mining investment increasing by 3.0%, manufacturing by 5.1%, and electricity, heat, gas, and water production and supply by 18.8% [3][4]. Investment by Region - Eastern region investment decreased by 3.5%, while the central region saw a growth of 2.5%, and the western region increased by 2.3%. The northeastern region experienced a decline of 6.0% [3][4]. Investment by Registration Type - Domestic enterprises' fixed asset investment grew by 0.5%, while investment from Hong Kong, Macau, and Taiwan enterprises increased by 2.3%. In contrast, foreign enterprises' investment fell significantly by 15.4% [3][4].

Core Viewpoint - The commercial vehicle market in China shows a mixed performance in August 2025, with a decline in production and sales compared to the previous month, but an increase compared to the same period last year [1][4][8]. Group 1: Commercial Vehicle Performance - In August 2025, commercial vehicle production and sales reached 315,000 and 316,000 units respectively, with month-on-month increases of 5.9% and 3.4%, and year-on-year increases of 16.4% and 16.3% [3]. - From January to August 2025, commercial vehicle production and sales totaled 2.713 million and 2.744 million units, reflecting year-on-year growth of 7.1% and 5.2% [5]. Group 2: Bus Performance - In August 2025, bus production and sales both reached 45,000 units, with month-on-month increases of 3.4% and 7.4%, and year-on-year increases of 18.7% and 11.6% [4]. - Despite a slight decline in overall bus production and sales, other bus categories showed varying degrees of growth [6]. Group 3: Truck Performance - In August 2025, truck production and sales were 270,000 and 272,000 units, with month-on-month increases of 6.3% and 2.7%, and year-on-year increases of 16% and 17.1% [8]. - From January to August 2025, truck production and sales reached 2.362 million and 2.393 million units, with year-on-year growth of 6.5% and 4.5% [8].

汽车整车企业供应商 账款支付规范倡议 为了推动汽车行业落实《保障中小企业款项支付条例》，支持重点车企高质量践行供应商 账期承诺，在充分协商的基础上，对整车企业与供应商企业采购合同中账款支付相关内容作 如下规范倡议： 2.甲方应在接收货物后及时完成验收（原则上不超过3个工作日），验收合格即出具验收 单。若发现货物品种、数量、质量不符合要求，甲方应及时通知乙方，乙方应在指定期限内 采取整改、更换或补供措施，由此造成损失的责任认定及赔付事宜，双方按合同约定处理。 （三）支付与结算 1.甲方支付账期自乙方交货并通过甲方验收合格之日起计算，最长不超过60个自然日（如 支付当日遇法定节假日顺延）。若乙方为连续性供货（月度供货次数2次以上）的非中小企 业，经双方协商，可在一定时间内集中对账，账期自双方对账日起算；甲方应至少每月进行 一次集中对账，核定自上一对账日以来验收合格货物的数量及对应账款。 一、总体原则 坚持平等、自愿、公正、诚信原则，遵守国家相关法律法规规定，落实《保障中小企业款 项支付条例》要求，不利用大企业优势地位侵害供应商利益，致力于构建"整车—零部件"协 作共赢发展生态，共同推动汽车产业高质量发展。 二、关 ...

据中国汽车工业协会分析， 8 月，汽车以旧换新政策持续显效，部分暂停实施的地区恢复补贴，消费贷款 支持等政策实施稳定了消费信心，企业新车型持续投放上市，助力乘用车市场平稳运行，销量同比实现增长 。 2025 年 8 月， 乘用车产销分别完成 250 万辆和 254 万辆，环比分别增长 9% 和 11.1% ，同比分别增长 12.5% 和 16.5% 。 2025 年 1-8 月， 乘用车产销分别完成 1833.8 万辆和 1838.4 万辆，同比分别增长 13.6% 和 13.8% 。 2025 年 1-8 月， 乘用车出口 363.6 万辆，同比增长 14.5% 。 本文摘自《中国汽车工业产销快讯》2025年第9期，内容有所精减， 如需了解更多内容，请联系我们：高丽 莉 13020028333、刘建荣 13521607432。 2025 年 1-8 月， 乘用车国内销量 1474.7 万辆，同比增长 13.6% 。 2025 年 8 月， 乘用车国内销量 200.7 万辆，环比增长 12.3% ，同比增长 15.1% 。 来源：中汽协会行业信息部 2025 年 8 月， 在乘用车主要品种中，与上月、上年同期 ...

Core Viewpoint - The article outlines the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" aimed at achieving key economic development targets for the automotive sector, emphasizing the promotion of new energy vehicles and the overall growth of the industry [1][5]. Summary by Sections Overall Requirements - The plan is guided by Xi Jinping's thoughts and aims to implement the spirit of the 20th National Congress of the Communist Party, focusing on stable progress, new development concepts, and enhancing domestic consumption while optimizing the development environment [6]. Main Goals - By 2025, the target is to achieve approximately 32.3 million vehicle sales, a year-on-year increase of about 3%, with new energy vehicle sales reaching around 15.5 million, a growth of about 20%. The automotive manufacturing industry's added value is expected to grow by around 6% [7]. Work Measures - **Expanding Domestic Consumption**: - Accelerate the market expansion of new energy vehicles, aiming for over 700,000 new energy vehicles in 25 pilot cities [8]. - Promote vehicle trade-in policies and enhance the second-hand vehicle market [9]. - Advance the industrial application of intelligent connected technologies [9]. - **Improving Supply Quality**: - Foster technological innovation to stimulate consumer demand and enhance product quality through standard upgrades [10]. - Ensure the stability of the industrial supply chain and promote digital transformation within the automotive sector [11][12]. - **Optimizing Development Environment**: - Improve infrastructure for charging and battery swapping, and reform industry management policies to enhance competition [13][14]. - Strengthen the management of vehicle scrapping and recycling [14]. - **Enhancing International Cooperation**: - Promote the quality and efficiency of automotive exports and improve financial services for export enterprises [15][16]. - Deepen multi-level international cooperation and enhance the influence of international standards [17]. Guarantee Measures - **Strengthening Coordination**: - Enhance inter-departmental coordination for the development of the new energy vehicle industry [18]. - **Monitoring Operations**: - Establish a monitoring and early warning mechanism for key enterprises and sectors [19]. - **Talent Development**: - Implement a talent strategy focusing on the needs of the new energy vehicle sector and enhance local talent cultivation [21].

Core Viewpoint - The automotive industry is a pillar of the national economy, with significant contributions to economic stability and growth, particularly through the rapid development of new energy vehicles (NEVs) [1][4]. Summary by Sections Background - The automotive industry has achieved stable growth for three consecutive years, with 2024 sales projected at approximately 31.436 million units, a year-on-year increase of 4.5%, and NEV sales expected to reach about 12.866 million units, growing by 35.5% [1][4]. Main Highlights - The "Work Plan" aims for a total vehicle sales target of around 32.3 million units in 2025, reflecting a growth of about 3%, with NEV sales targeted at approximately 15.5 million units, a 20% increase [2][7]. - The plan emphasizes practical policy measures across four dimensions: expanding domestic consumption, enhancing supply quality, optimizing the development environment, and deepening international cooperation [2][8]. Key Measures - The plan includes 15 work initiatives and 3 guarantee measures, with over 60 detailed actions, such as promoting the electrification of public vehicles, enhancing financial services for automotive exports, and advancing the digital transformation of the industry [2][10][20]. - Specific actions include: - Accelerating the market expansion of NEVs and promoting charging infrastructure [11][16]. - Supporting the automotive consumption through trade-in programs and optimizing purchase restrictions in certain cities [12]. - Fostering technological innovation to stimulate consumer demand and improve product quality through standard upgrades [13][14]. Goals - The automotive manufacturing industry's added value is expected to grow by approximately 6% year-on-year, with a focus on maintaining stable growth in exports and enhancing the overall quality and efficiency of the industry [8][7]. Support Measures - The plan outlines measures to strengthen coordination, enhance operational monitoring, and improve talent development within the automotive sector [23][24].

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has launched a three-month special campaign to address online chaos in the automotive industry, focusing on issues such as online water armies and "black public relations" to purify the online environment of the automotive sector [1][3]. Group 1: Key Issues Addressed - The campaign targets illegal profit-making activities, including the creation of false images and videos, fabricating stories, and maliciously interpreting sales fluctuations of automotive companies to generate online traffic and commercial benefits [3][4]. - It aims to combat the misuse of influence under the guise of "news supervision" and "public opinion supervision," where entities may extort automotive companies for "protection fees" by threatening to release false or negative information [3][4]. - The initiative also addresses the use of advanced technologies, such as generative artificial intelligence, to create new forms of online water armies that produce false content and manipulate trends while evading platform monitoring [4]. Group 2: False Advertising and Misleading Information - The campaign seeks to eliminate exaggerated and misleading advertising regarding the performance, functionality, quality, and sales status of vehicles and power batteries, which mislead consumers [4]. - It targets automotive companies that manipulate agencies or review accounts to conduct false or non-standard evaluations, including the fabrication of data and selective disclosure of sales figures [4]. - The initiative also aims to curb the creation and hype of topics through industry events and online marketing activities that negatively impact the industry and society [4].