乘联分会·2025-12-02 11:35Industry Information - Tesla China updates the expected delivery date for Model Y Long Range AWD to 8-13 weeks [8] - BYD and Midea reach a strategic cooperation to control home appliances from the car and vice versa [8] - Changan Deep Blue Automotive takes over Hyundai's Chongqing factory, which has completed rebranding [8] - Avita officially enters the Latin American market [8] - JD's "National Good Car" Aion UT super begins full delivery [8] - Seres announces multiple automotive design patents [8] - Leap Motor is included in the Hang Seng Tech Index [8] - Xiaomi HAD Enhanced Version officially pushes updates, improving three major capabilities [8] - NIO's Q3 financial report shows multiple core indicators reaching historical highs, with deliveries of 87,071 units, a year-on-year increase of 40.8% [8] - Leap Motor announces a sales target of 1 million units by 2026 [8] Policy Information - The National Development and Reform Commission reports that as of the end of October, China's electric vehicle charging infrastructure totals 18.645 million units, a year-on-year increase of 54% [14] - The Ministry of Industry and Information Technology and other departments issue a plan to enhance rural consumer goods quality and support enterprises in rural product exhibitions and new energy vehicles [14] - Beijing's 14th Five-Year Plan aims to steadily increase the proportion of new energy vehicles and improve supporting facilities [21] - The State Council emphasizes the need to strengthen the planning and construction of parking facilities and the renovation of existing facilities [27] Company Information - Media reports indicate that Stellantis and CATL have started construction on a €4.1 billion battery factory in Spain, with plans for partial production by the end of next year [15] - Northvolt and Britishvolt face bankruptcy, highlighting the challenges for local European battery manufacturers [15] - BYD establishes a new battery company in Chengdu with a registered capital of 50 million yuan [42] - Ideal Auto plans to mass-produce its self-developed 5C battery next year, enhancing battery safety and user experience [42] - Avita submits an IPO application to the Hong Kong Stock Exchange, aiming for completion in Q2 2026 [44]