明年起，电动车出口需办许可证；辅助驾驶强制国标征求意见；奇瑞港股上市

Macro Policy - Beijing supports the switching of ordinary small car indicators for purchasing either fuel or new energy vehicles without any limit on the number of switches [2][3] - The Ministry of Industry and Information Technology (MIIT) and five other departments launched a three-month special rectification action to address online chaos in the automotive industry [4][5] - The MIIT released a work plan aiming for approximately 32.3 million vehicle sales in 2025, with new energy vehicle sales targeted at around 15.5 million, reflecting a 20% year-on-year growth [6][7] - MIIT is soliciting public opinions on mandatory national standards for driving assistance systems, with a deadline for feedback set for November 15, 2025 [8][9] - The Ministry of Commerce announced the establishment of five industry standardization technical committees, focusing on key sectors including automotive and pharmaceuticals [10][11] - New national standards for recreational vehicles will be implemented in March 2026, emphasizing safety measures during operation [12][13] - MIIT is seeking public input on mandatory safety standards for car door handles, with feedback due by November 22, 2025 [14][15] - The State Administration for Market Regulation announced the first quality inspection of new energy vehicle products to curb irrational competition [17][18] - The Ministry of Commerce and three other departments will implement export license management for pure electric passenger vehicles starting January 1, 2026, to promote healthy trade in new energy vehicles [19][20] Industry Trends - Multiple Chinese automotive brands showcased their capabilities during the 80th anniversary of the victory in the Anti-Japanese War [21][22] - In the first eight months of 2025, China's automotive production and sales exceeded 21 million units, marking a year-on-year increase of approximately 12.7% and 12.6% respectively [23][24] - Several automakers committed to a "60-day payment term" initiative to support small and medium-sized suppliers [25][26] - As of August 2025, the total number of electric vehicle charging infrastructure units reached 17.348 million, reflecting a 53.5% year-on-year increase [27][28] - The Ministry of Ecology and Environment announced plans to eliminate nearly 20 million high-emission vehicles during the 14th Five-Year Plan period [29][30] - The Financial Regulatory Bureau reported that over 1.6 billion motor vehicles have been insured since the beginning of the 14th Five-Year Plan, a 40% increase compared to the previous five-year period [31][32] International Developments - Hyundai workers initiated partial strikes demanding a reduction in weekly working hours and wage increases [33][34] - The 2025 Munich Auto Show featured a significant increase in Chinese exhibitors, showcasing advancements in various automotive sectors [35][36] - ZF Friedrichshafen announced the early departure of its CEO amid financial challenges [37][39] - NVIDIA invested $5 billion in Intel, acquiring approximately 4.91% of its total shares [40][41] - Porsche announced a strategic shift to extend the lifecycle of internal combustion engine models in response to declining sales and profits [42][43] - The U.S. government implemented a 15% tariff on EU automotive imports, expected to significantly impact the European automotive industry [44][45] Corporate Dynamics - The China Automotive Technology and Research Center announced the establishment of a new smart connected vehicle innovation base in Tianjin, with an investment of nearly 2 billion yuan [46][47] - Didi Chuxing revealed that its average commission rate for 2024 will be 14%, down from previous years [48][49] - Hesai Technology successfully listed on the Hong Kong Stock Exchange, marking the largest IPO in the lidar industry [50][51] - Chery Automobile officially listed on the Hong Kong Stock Exchange, raising approximately 9.14 billion HKD [54][55] - Seres announced that its H-share issuance has been approved by the China Securities Regulatory Commission, marking a significant step towards its Hong Kong listing [56][57]