【新能源周报】新能源汽车行业信息周报(2025年9月22日-9月28日)

Industry Information - In Guangdong, the production of new energy vehicles increased by 21.9% from January to August 2025, with the manufacturing sector growing by 2.6% overall [9] - Chongqing is accelerating the high-quality development of the automotive industry, achieving a 7.6% increase in total vehicle production and over 31% in new energy vehicle production from January to August 2025 [9] - CATL signed a strategic cooperation agreement with the People's Government of Milin City, focusing on clean energy projects and zero-carbon infrastructure [9][10] - The penetration rate of combined driving assistance systems in new passenger cars in China exceeded 60%, with sales reaching 7.76 million units from January to July 2025 [11][12] - China is making significant strides in the global new energy vehicle market, contributing 63% of global sales in Q2 2025 [15] Policy Information - The Ministry of Industry and Information Technology (MIIT) is optimizing tax incentives for new energy vehicles, including vehicle purchase tax and vessel tax [22] - Beijing is promoting the "vehicle-road-cloud integration" infrastructure to support advanced autonomous driving and enhance the automotive industry's development [13] - Local governments, such as Lanzhou and Zhengzhou, are offering substantial subsidies for new energy vehicle purchases to stimulate market demand [28][29] Company Information - Great Wall Motors officially named its first pure electric SUV "Ora 5," featuring a 150kW motor and a battery from Honeycomb Energy [35] - Li Auto restructured its autonomous driving department, expanding from three to eleven sub-departments to enhance technology development and product delivery [36] - Xiaomi's investment fund has acquired a stake in Qichip Microelectronics, a developer of automotive controller chips [11] - NIO's cumulative vehicle deliveries have surpassed 800,000 units, indicating strong market performance [38] - Xpeng Motors has launched its first batch of charging stations in Singapore, Malaysia, and Thailand, expanding its international presence [37]