Core Viewpoint - Leap Motor is committed to responding to the "Supplier Payment Norms Initiative" issued by the China Association of Automobile Manufacturers, aiming to ensure the stability of the supply chain and foster a healthy supplier ecosystem [1] Group 1 - The China Association of Automobile Manufacturers recently released the "Supplier Payment Norms Initiative," which has received support from relevant national departments, including the Ministry of Industry and Information Technology [1] - Leap Motor will continue to implement the requirements of the "Regulations on Payment to Small and Medium-sized Enterprises" [1] - The company emphasizes its dedication to maintaining a stable supply chain and building a positive supplier ecosystem [1]

每经AI快讯，9月15日，港股汽车股涨幅居前，截至发稿，蔚来-SW(09866.HK)涨4.22%，报50.15港 元；广汽集团(02238.HK)涨3.6%，报3.45港元；比亚迪股份(01211.HK)涨3.35%，报108港元；零跑汽车 (09863.HK)涨2.87%，报62.7港元。 ...

消息面上，近日，工业和信息化部等八部门印发《汽车行业稳增长工作方案(2025—2026年)》。方案提 出主要目标：2025年，力争实现全年汽车销量3230万辆左右，同比增长约3%，其中新能源汽车销量 1550万辆左右，同比增长约20%；汽车出口保持稳定增长；汽车制造业增加值同比增长6%左右。 汽车股涨幅居前，截至发稿，蔚来-SW(09866)涨4.22%，报50.15港元；广汽集团（601238）(02238)涨 3.6%，报3.45港元；比亚迪（002594）股份(01211)涨3.35%，报108港元；零跑汽车(09863)涨2.87%，报 62.7港元。 国泰海通证券发布研报称，该方案在工信部与中汽协提出"反内卷"倡议、六部门联合印发《关于开展汽 车行业网络乱象专项整治行动的通知》等一系列政策基础上，进一步明确了汽车行业应通过优化管理政 策、规范市场竞争秩序，营造健康有序的市场环境的政策导向，为2025–2026年汽车产业实现高质量发 展奠定更加坚实的基础。2025年1-8月中国乘用车市场表现稳健，销量达1835.4万辆，同比增长14%。该 行预计，中国2026年全年乘用车同比增长率有望达5%，存量市场 ...

智通财经APP获悉，汽车股涨幅居前，截至发稿，蔚来-SW(09866)涨4.22%，报50.15港元；广汽集团 (02238)涨3.6%，报3.45港元；比亚迪股份(01211)涨3.35%，报108港元；零跑汽车(09863)涨2.87%，报 62.7港元。 国泰海通证券发布研报称，该方案在工信部与中汽协提出"反内卷"倡议、六部门联合印发《关于开展汽 车行业网络乱象专项整治行动的通知》等一系列政策基础上，进一步明确了汽车行业应通过优化管理政 策、规范市场竞争秩序，营造健康有序的市场环境的政策导向，为2025–2026年汽车产业实现高质量发 展奠定更加坚实的基础。2025年1-8月中国乘用车市场表现稳健，销量达1835.4万辆，同比增长14%。该 行预计，中国2026年全年乘用车同比增长率有望达5%，存量市场背景下保持稳定增长态势。 消息面上，近日，工业和信息化部等八部门印发《汽车行业稳增长工作方案(2025—2026年)》。方案提 出主要目标：2025年，力争实现全年汽车销量3230万辆左右，同比增长约3%，其中新能源汽车销量 1550万辆左右，同比增长约20%；汽车出口保持稳定增长；汽车制造业增加值同比增 ...

继零跑D19无伪装实车曝光之后，零跑D16实车图也在社交平台流出。从目前公布的照片看，两款车型外观非常接近。 零跑 D16 零跑 D16 网传零跑 D19 去年12月，零跑汽车创始人、董事长、CEO朱江明在接受采访时透露，零跑未来三年会有A、B、C、D四个系列，用十三四款 车布满6万-30万元市场。朱江明表示，零跑希望是"汽车界的优衣库"，D系列是产品超豪华、价格不豪华。20万-30万元是容量 很大的汽车消费市场，也是D系列的定价区间。 今年7月，零跑科技高级副总裁曹力透露，零跑D系列SUV新车是零跑首款冲击30万价位的旗舰产品，定位全尺寸SUV，将搭载 零跑乃至整个行业最领先的技术，不会是外界所说的"半价理想"。目前，新车已进入夏测阶段。 零跑汽车旗舰技术平台发布会定档10月16日举行，同时旗舰产品也将同步迎来首秀。在此之前，零跑公布了旗下车型在吐鲁番 开展夏测的大合照，出镜的车辆多达20辆，其中还有多款覆盖不同程度伪装的全新车型，形式涵盖轿车、掀背车、SUV及 MPV。 来源 IT之家 编辑 谢珂 审核 杜海锋 陈洁 ...

Core Insights - The retail growth of passenger cars in August 2025 is projected to be 5%, significantly lower than the 15% growth in wholesale [1] - The retail decline in August is attributed to high interest rates, limited rebates, and the suspension of subsidies [1] - C-class SUVs emerged as the main retail force in August, with strong performance in the high-end SUV segment [1] Passenger Car Market Overview - The overall wholesale volume for passenger cars in August 2025 reached 246,000 units, reflecting a 15% year-on-year increase [2] - The cumulative wholesale volume for the first eight months of 2025 is 1.799 million units, showing a 13% increase compared to the previous year [2] - Retail sales in August 2025 totaled 200,000 units, a 5% increase year-on-year, with a cumulative retail volume of 1.474 million units, up 9% [2] A00 Segment Performance - A00-class cars had a wholesale volume of 117,300 units in August 2025, with a year-on-year increase of 22% but a month-on-month decrease of 5% [5] - Retail sales for A00-class cars decreased by 14% year-on-year but increased by 8% month-on-month [5] - The cumulative wholesale volume for A00-class cars from January to August 2025 is 1.0575 million units, with a 69% year-on-year increase [5] A0 Segment Performance - A0-class cars achieved a wholesale volume of 140,000 units in August 2025, marking an 87% year-on-year increase and a 6% month-on-month increase [8] - Retail sales for A0-class cars increased by 44% year-on-year and by 5% month-on-month [8] - The cumulative wholesale volume for A0-class cars from January to August 2025 is 972,500 units, reflecting a 76% year-on-year increase [8] A-Class Segment Performance - A-class cars had a wholesale volume of 358,700 units in August 2025, with no year-on-year growth but a 6% month-on-month increase [13] - Retail sales for A-class cars decreased by 9% year-on-year but increased by 4% month-on-month [13] - The cumulative wholesale volume for A-class cars from January to August 2025 is 2.6134 million units, showing a 5% year-on-year decline [13] B-Class Segment Performance - B-class cars had a wholesale volume of 345,900 units in August 2025, reflecting a 14% year-on-year increase and an 18% month-on-month increase [19] - Retail sales for B-class cars increased by 12% year-on-year and by 10% month-on-month [19] - The cumulative wholesale volume for B-class cars from January to August 2025 is 2.5364 million units, with a 6% year-on-year increase [19] MPV Market Trends - B-class MPVs had a wholesale volume of 52,700 units in August 2025, a 7% year-on-year decline but a 4% month-on-month increase [23] - Retail sales for B-class MPVs decreased by 9% year-on-year and by 1% month-on-month [23] - C-class MPVs saw a wholesale volume of 21,200 units in August 2025, with a 48% year-on-year increase but a 25% month-on-month decline [23]

Core Viewpoint - The article discusses the challenges faced by consumers of electric vehicles (EVs) regarding high maintenance costs and limited repair options due to monopolistic practices by manufacturers, which contradicts the lower operational costs that attract consumers to EVs [1][6]. Group 1: Issues in EV Maintenance - Consumers are surprised by high maintenance and insurance costs for EVs, which are controlled by manufacturers, despite the lower operational costs that initially motivated their purchase [1][6]. - A report from the Australian Automotive Service and Repair Authority (AASRA) accuses five Chinese EV manufacturers of monopolistic practices by restricting access to independent repair services and withholding essential diagnostic software and technical data [2][8]. - The limited availability of authorized repair centers and parts leads to consumer frustration, as seen in the experience of an Australian industry worker who faced significant delays in repairs for a Chinese EV [2][3]. Group 2: Market Dynamics and Manufacturer Concerns - The high profit margins from after-sales services, particularly from the "three electric systems" (battery, motor, and electronic control), account for over 40% of EV manufacturers' after-sales profits, leading to reluctance in opening data to third-party repair services [6][8]. - The Chinese automotive industry faces scrutiny for its closed after-sales service model, which clashes with international regulations that require transparency and access for independent repair shops [9][10]. - The lack of penalties for Chinese EV manufacturers under existing regulations in China highlights a gap in enforcement compared to international standards, where violations can lead to significant fines [10][11]. Group 3: Future Directions and Recommendations - A balanced approach involving manufacturers, independent repair shops, regulatory bodies, and insurance companies is necessary to create a fair and competitive after-sales ecosystem for EVs [11]. - The article emphasizes the need for a shift towards a more open and competitive market that prioritizes consumer choice while ensuring safety and compliance with regulations [11].

Group 1: Market Overview - In August 2025, the national retail sales of passenger cars reached 1.995 million units, a year-on-year increase of 4.6% and a month-on-month increase of 8.2% [2] - Cumulative retail sales from January to August 2025 totaled 14.741 million units, reflecting a year-on-year growth of 9.5% [2] - The August sales figure set a new historical high, surpassing the previous record of 1.92 million units in August 2023 by 3.7% [2] Group 2: New Energy Vehicles - In August, the production of new energy passenger vehicles reached 1.256 million units, a year-on-year increase of 21.0%, while wholesale sales were 1.282 million units, up 22.3% [4] - Retail sales of new energy vehicles in August amounted to 1.101 million units, marking a year-on-year increase of 7.5% [4] - From January to August, cumulative production of new energy vehicles was 8.853 million units, with wholesale and retail figures at 8.931 million and 7.556 million units, respectively, all showing significant year-on-year growth [4] Group 3: Market Structure and Brand Performance - In August, domestic brands achieved retail sales of 1.32 million units, a year-on-year increase of 9%, raising their market share to 65.7% [5] - BYD led the market with sales of 374,000 units in August, a slight increase of 0.15%, while its cumulative sales for the year reached 2.864 million units, up 23% [5] - New force brands like Leap Motor and Xpeng saw significant growth, with Leap Motor delivering 57,000 units (up over 88%) and Xpeng 38,000 units (up 168.66%) in August [6] Group 4: Future Outlook - The Secretary-General of the Passenger Car Market Information Association, Cui Dongshu, anticipates that while September may show high sales typical of the "Golden September" period, growth may slow due to last year's high base and subsidy control in some regions [6] - Factors such as new car launches at the Chengdu Auto Show, increased consumer purchasing enthusiasm, and ongoing policy support are expected to drive market growth [6]

Core Viewpoint - Chinese electric vehicle manufacturers are facing accusations of repair monopolies in Australia, which has sparked discussions about the implications for both consumers and the industry [2][6]. Group 1: Accusations and Market Dynamics - The Australian Automotive Service and Repair Authority (AASRA) has reported that five Chinese EV companies, including BYD and Xpeng, are delaying and restricting consumers' access to non-authorized repair services, which limits competition and consumer choice [2][6]. - The repair market for electric vehicles is currently dominated by manufacturers, leading to high maintenance costs and limited options for consumers [4][9]. - The core issue lies in the closed service model of these companies, which contrasts with Australian regulations that require manufacturers to provide essential repair data to independent service providers [6][8]. Group 2: Legal and Regulatory Context - The Australian Competition and Consumer Commission (ACCC) enforces the Motor Vehicle Service and Repair Information Scheme (MVIS), which mandates that manufacturers must share diagnostic software and technical data with independent repair shops [6][8]. - Violations of this scheme can result in significant fines, with a recent example being Honda, which was fined AUD 18,780 for not providing flexible subscription options [6]. Group 3: Industry Perspectives and Future Outlook - Industry experts emphasize the need for a balanced approach that allows for safety while promoting fair competition in the repair market [9]. - The current situation reflects a clash between domestic practices of authorized service models and the regulatory environment in international markets, highlighting the importance of adapting business models for global expansion [8][9]. - There is a call for collaboration among manufacturers, independent repair shops, regulatory bodies, and insurance companies to create a more open and competitive aftermarket ecosystem [9].

濮振宇 当Eclipse听到五家中国新能源车企在澳大利亚被指控维修垄断的消息时，心情颇为复杂。Eclipse是澳大 利亚电气行业的一名华人从业者。几个月前他公司的一辆中国品牌新能源皮卡车，遇到了质量问题需要 维修，但联系中国品牌的授权经销商后，被告知最近的官方维修点在上百公里外，且配件需要等待。 近日，澳大利亚汽车服务与维修管理机构（AASRA）向竞争与消费者委员会（ACCC）递交举报：比 亚迪、极氪、小鹏、smart、零跑五家中国车企延迟、限制消费者使用非授权第三方维修服务、缺漏应 向独立维修厂开放的诊断软件、技术参数与标定数据，导致车主只能选择品牌授权的维修渠道。 此事在国内引起热议。在一些社交媒体平台上，有网友指出，国内新能源汽车维修同样存在大量的问 题，电池、车辆的维修保养本来就不应该被垄断。 目前，国内的新能源汽车电池包以及软件技术都被整车企业掌控，新能源汽车零配件市场开放度低，配 件供给渠道堵塞，第三方维修企业难以参与竞争，而整车企业授权渠道的密度无法充分满足消费者对修 车便利性的要求。 对中国新能源车企在澳洲遭遇指控一事，Eclipse说："我希望中国品牌不要像曾经在越南（摩托车市 场）的时候一 ...