财联社汽车早报【10月29日】

Group 1 - The core viewpoint of the news is the emphasis on boosting consumption in China, with a focus on improving public service spending and enhancing consumer protection [1] - The 15th Five-Year Plan suggests implementing special actions to stimulate consumption and removing unreasonable restrictions on automotive and housing consumption [1] - The plan aims to cultivate international consumer center cities and expand inbound consumption, alongside increasing government funding for livelihood security [1] Group 2 - The Ministry of Commerce announced a significant agreement between China and ASEAN to consider each other's standards in the formulation of their own, particularly in the fields of new energy vehicles and electronics [2][3] - This cooperation is expected to facilitate regional market expansion and promote the construction of a unified regional market [2] Group 3 - Shenzhen's automotive replacement subsidy policy will cease after reaching its budget limit, with qualifications for the subsidy ending on October 28, 2025 [4] - The cessation of this policy reflects a broader trend of tightening subsidies in the automotive sector [5] Group 4 - Aion's new model, the Aion UT super, is set to launch on JD.com, targeting the 100,000 yuan market segment, with a focus on collaboration with JD and CATL for enhanced user insights and battery technology [6] - The model is expected to leverage the strengths of each partner to create a competitive offering in the market [6] Group 5 - WeRide is planning to issue 88.25 million shares in its upcoming Hong Kong IPO, with a maximum price of 35 HKD per share, and trading expected to commence on November 6 [8] - This move indicates strong market interest in autonomous driving technology companies [9] Group 6 - The European automotive market saw an 11% increase in sales in September, with a total of 1.24 million vehicles sold, while BYD's registrations surged by 272% in the EU [13] - Conversely, Tesla's new car registrations in the EU dropped by 19%, highlighting a shift in market dynamics [13] Group 7 - Japanese automakers reported mixed results for the first half of 2025, with four companies affected by high U.S. tariffs, leading to decreased sales in the U.S. market [13][14] - The overall global sales for the eight major Japanese manufacturers remained stable at approximately 11.99758 million units [13]