Tesla(US:TSLA) Xin Lang Cai Jing·2025-10-20 01:09Group 1: Smart Connected Vehicles - The China Academy of Information and Communications Technology released a roadmap for smart connected vehicles, emphasizing the need for enhanced communication capabilities, with expectations that 95% of passenger cars will adopt 5G technology by 2025 [1] - The roadmap aims for over 30% penetration of C-V2X direct communication and continuous coverage in urban areas, targeting a network coverage rate of over 98% for 5G and LTE-V2X [1] - The focus is on optimizing network characteristics to ensure efficient and reliable data transmission for smart connected vehicles [1] Group 2: New Energy Vehicles Market - In September, 23 models of new energy vehicles were discounted, maintaining a relatively stable market, with promotional intensity at 10.2%, an increase of 2.6 percentage points year-on-year [1] - Traditional fuel vehicles saw a promotional intensity of 23.9%, up by 1 percentage point from the previous month [1] - Some mid-tier companies, such as Geely, Dongfeng Nissan, and Xpeng, showed strong performance, with state-owned brands experiencing a 25% year-on-year growth in September [1] Group 3: Battery Technology - Chery showcased a solid-state battery module with an energy density of 600Wh/kg, promising a range of 1200-1300 kilometers [2] Group 4: Corporate Leadership Changes - Porsche appointed Dr. Michael Leiters as CEO effective January 1, 2026, while Dr. Oliver Blume continues as CEO of Volkswagen Group [2] Group 5: Tesla's Challenges - Tesla faced criticism for its handling of battery management system failures in South Korea, affecting multiple models and limiting charging capacity [2][3] - The company’s vehicle registrations in South Korea surged over 570% year-on-year, but its service infrastructure has not kept pace, leading to government investigations and potential subsidy cancellations [3] Group 6: Manufacturing Developments - ZF's new brake system factory in Wuhan officially commenced operations, expanding production capacity for electronic parking brakes and planning to introduce next-generation brake systems [3]