Core Insights - The article discusses the recall situation of passenger vehicles in November 2025, highlighting a total of 244,503 vehicles recalled, which represents a 24.47% increase compared to October 2025 [2][9]. Group 1: Recall Statistics - A total of 9 recall announcements were made in November 2025, involving 244,503 passenger vehicles [2][9]. - German brands, specifically BMW and Volkswagen, accounted for over 62% of the total recalls, with 152,059 vehicles recalled [3][10]. - Chinese brand BYD recalled 88,981 vehicles, making up 36.39% of the total recalls [3][10]. - American brand Lincoln recalled 3,415 vehicles, representing 1.40% of the total, while Japanese brand Subaru recalled only 48 vehicles [3][10]. Group 2: Reasons for Recall - The primary reasons for the recalls in November were issues related to engines and specialized devices for new energy vehicles [4][11]. - BMW recalled 144,132 vehicles due to a defect in the engine starter relay's waterproof performance, which could lead to electrical short circuits and potential fire risks [5][12]. - BYD recalled 88,981 vehicles due to inconsistencies in the battery pack production, which could limit battery output and pose safety risks [6][13]. - Lincoln recalled 3,357 vehicles due to insufficient welding in the front seatbelt retractor, which could lead to safety hazards [7][14]. Group 3: Consumer Insights and Industry Impact - The Black Cat Data Center aims to provide consumers with a clearer understanding of company service quality and assist in product selection [8][15]. - The data collected can help companies identify operational issues and consumer concerns, leading to improvements in product and service quality [8][15]. - The information can also aid regulatory bodies in monitoring public sentiment and formulating relevant policies [8][15].

Core Viewpoint - The company has introduced a "recall inquiry" feature on its app to address safety concerns related to the cooling liquid affecting the battery system, ensuring real-time monitoring of vehicle status [1][3]. Group 1: Recall and Safety Measures - A recent incident involving a fire in a Li Auto MEGA vehicle prompted the company to conduct a self-assessment and initiate a recall of 11,411 MEGA 2024 models produced between February and December 2024 due to insufficient corrosion resistance of the cooling liquid [5]. - The company is actively enhancing the repair capacity for the battery systems and aims to accelerate the recall and repair process [4]. Group 2: Customer Communication - The product line head reassured customers that if there are no cloud alerts or vehicle fault messages, their vehicles are in a normal state, encouraging them to use their cars with confidence [1][3].

Core Points - BYD Auto Industry Co., Ltd. and BYD Auto Co., Ltd. have initiated a recall of 88,981 units of the Qin PLUS DM-i model due to battery pack consistency issues that may limit power output and pose safety risks [1][4] Group 1: Recall Details - The recall includes 52,890 units produced between September 26, 2021, and September 23, 2023, under recall number S2025M0189I [3] - Additionally, 36,091 units produced between January 7, 2021, and September 30, 2022, are included under recall number S2025M0190I [4] Group 2: Remedial Actions - The companies will utilize over-the-air (OTA) technology to upgrade the vehicle's detection software for free, allowing for the identification of battery issues [4] - Affected users will be notified through registered mail, phone calls, and text messages, and can contact the customer service hotline for further information [4]

召回编号S2025M0190I：自即日起，召回2021年1月7日至2022年9月30日期间生产的部分秦PLUS DM-i车型，共计36091辆。 本次召回范围内的部分车辆，由于生产过程中动力电池包一致性存在问题，可能导致动力电池输出功率受限。极端情况下，无法使用纯电模式行驶， 存在安全隐患。 本次召回活动是在国家市场监督管理总局启动缺陷调查情况下开展的。比亚迪汽车工业有限公司、比亚迪汽车有限公司将委托授权经销商，通过远程 升级（OTA）技术，免费为召回范围内的车辆升级车端检测软件，当检测到动力电池异常时仪表会点亮动力电池故障灯，提示用户回店免费更换动力 电池包。 转自：市场监管总局网站 日前，比亚迪汽车工业有限公司、比亚迪汽车有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求，向国 家市场监督管理总局备案了召回计划。 一、比亚迪汽车工业有限公司 召回编号S2025M0189I：自即日起，召回2021年9月26日至2023年9月23日期间生产的部分秦PLUS DM-i车型，共计52890辆。 二、比亚迪汽车有限公司 比亚迪汽车工业有限公司、比亚迪汽车有限公司将通过比亚迪王朝授权 ...

Core Viewpoint - Li Auto reported a significant decline in revenue and a shift from profit to loss in Q3, primarily due to the impact of the MEGA recall event [2]. Financial Performance - The company generated revenue of 27.4 billion yuan in Q3, representing a year-on-year decrease of 36.2% [2]. - Net loss for the quarter was 620 million yuan, compared to a net profit of 2.8 billion yuan in the same period last year [2]. - Gross margin stood at 16.3%, with a gross profit of 4.469 billion yuan; excluding the impact of the MEGA recall, the gross margin would have been 20.4% [2]. Recall Impact - The MEGA recall event is estimated to have caused a loss of approximately 1.113 billion yuan for Li Auto in Q3 [2]. - On October 31, the company announced the recall of 11,411 MEGA vehicles to replace components such as coolant and power batteries due to insufficient corrosion resistance of the coolant, which poses a risk of thermal runaway in the power battery [2].

Core Points - FAW-Volkswagen has filed a recall plan with the State Administration for Market Regulation due to safety concerns regarding the passenger airbag inflator filter net size [2] - The recall affects 187 units of the ID.7 VIZZION produced between December 13, 2023, and February 6, 2024, with potential risks of airbag malfunction in the event of an accident [4] - The company will provide free replacements of the affected airbag components through authorized dealers to mitigate safety risks [4] Sales Performance - FAW-Volkswagen faces challenges in the market, with a 15.7% year-on-year decline in new car retail sales in the mainstream joint venture market, totaling 6.299 million units last year [5] - Despite being a leading joint venture brand, FAW-Volkswagen's sales have been under pressure, having been surpassed by BYD in 2022 [5] - In September, the company reported a wholesale volume of 143,000 units, down 3.8% year-on-year, ranking first among joint venture automakers and fifth overall [5] - In October, total vehicle sales reached 139,000 units, including imports, with an increase in market share for fuel vehicles [5] - The company plans to launch nearly 30 new products over the next five years, with over 20 being new energy vehicles, and will invest approximately 10 billion yuan annually in R&D, aiming to reduce development cycles by over 50% [5] - The goal is to achieve L3 and above autonomous driving capabilities by 2027-2030 [5]

Core Points - BMW (China) Automotive Trade Co., Ltd. and Brilliance BMW Automotive Ltd. have filed a recall plan with the State Administration for Market Regulation in accordance with the regulations on defective automotive products [1] Group 1: Recall Details - Recall number S2025M0175V includes a total of 60,604 vehicles, including specific models of imported 4 Series, 5 Series, 6 Series, 7 Series, X4, X5, X6, and Z4, produced between June 16, 2020, and December 15, 2020 [2] - Recall number S2025M0176V involves 58,533 domestically produced 3 Series vehicles manufactured between October 9, 2018, and May 14, 2020 [2] Group 2: Safety Concerns - The recalled vehicles have a design flaw where the starter relay lacks adequate waterproofing, which may lead to water ingress during flooding, causing circuit corrosion and potential electrical short circuits [3] - In extreme cases, this issue could result in localized overheating of the starter, posing a fire risk [3] - BMW (China) Automotive Trade Co., Ltd. and Brilliance BMW Automotive Ltd. will provide free replacement of the improved starter for the affected vehicles to eliminate safety hazards [3]

Core Viewpoint - The article discusses the recent recall of 11,411 MEGA vehicles by Li Auto due to a cooling liquid issue that poses safety risks, highlighting the financial implications and the company's response to the incident [4][5][8]. Group 1: Incident Overview - Li Auto announced a recall of 11,411 MEGA vehicles due to insufficient corrosion resistance of the cooling liquid, which could lead to safety hazards under specific conditions [5][11]. - The estimated cost of the recall is around 2 billion yuan, with each vehicle's recall cost projected at approximately 180,000 yuan [6][17]. - The company has committed to providing free replacements for the cooling liquid, power battery, and front motor controller for affected vehicle owners [4][17]. Group 2: Technical Analysis - The cooling liquid, composed of antifreeze and corrosion inhibitors, is critical for the thermal management of the power battery system [12]. - Experts suggest that the corrosion of the battery cooling plate could lead to leakage and short circuits, raising concerns about the design and material quality of the cooling system [12][13]. - Li Auto's management has acknowledged the need for further investigation and independent testing to confirm the root cause of the fire incidents [16][18]. Group 3: Market Impact - Following the incident, Li Auto's market value rebounded to approximately 170 billion HKD, with a reduction in the overall impact of the event on the company's valuation [8]. - The MEGA model had previously shown strong sales performance, with over 25,817 units delivered by the end of September, generating significant revenue for the company [40][42]. - The incident has raised concerns among consumers regarding the safety of electric vehicles, particularly in the MPV segment, where safety is a critical purchasing factor [46][47]. Group 4: Company Response and Future Outlook - Li Auto's swift response to the recall has garnered public praise, although some customers remain apprehensive about the safety of their vehicles [18][47]. - The company has emphasized its commitment to ensuring no further incidents occur and plans to enhance its testing and verification processes for chemical materials used in vehicle components [26][48]. - The incident has disrupted the upward momentum of the MEGA model, which had been gaining traction in the market, and could impact the sales of Li Auto's upcoming electric vehicle models [43][46].

Group 1 - Toyota announced a large-scale recall in the U.S. involving 1.02 million vehicles due to a software defect in the rearview camera that may freeze or go black while reversing, increasing collision risk [2] - The recall affects various popular models from Toyota and Lexus, including Camry, Highlander, RAV4, Prius, and several Lexus models, as well as the Subaru Solterra due to a shared monitoring system [2] - This is not the first recall for Toyota related to rearview camera issues, as a previous recall last month involved nearly 394,000 vehicles [2] Group 2 - For the second quarter of fiscal year 2026, Toyota reported a sales revenue of 12.38 trillion yen (approximately 573.92 billion yuan), an 8.2% year-on-year increase [3] - Operating profit was 839.55 billion yen (approximately 38.92 billion yuan), a significant decline of 27% year-on-year, while net profit reached 932.08 billion yen (approximately 43.21 billion yuan), a 62% increase year-on-year [3] - North America showed a 15% increase in sales, while Asia and Japan experienced declines; Toyota remains optimistic about the overall performance for fiscal year 2026 and has raised its annual forecasts for global vehicle sales, operating profit, net profit, and sales revenue [3]

Core Viewpoint - The record of "zero recalls" among new car manufacturers has been broken, with Li Auto announcing a recall of 11,411 units of the Li MEGA 2024 model due to safety hazards related to insufficient coolant corrosion resistance [1][2]. Group 1: Recall Trends - In 2024, China implemented 233 vehicle recalls involving 11.237 million vehicles, a 67% year-on-year increase, with 89 recalls for new energy vehicles affecting 4.491 million units, marking a 180.1% increase [1]. - New car manufacturers previously maintained a "zero recall" record to protect their brand image, but this was not due to the absence of defects, as issues may have been "invisibly handled" [1]. Group 2: Regulatory Changes - Stricter regulations are being enforced, making "invisible handling" of defects increasingly untenable. A draft notice from the market regulatory authority and the Ministry of Industry and Information Technology requires companies to strictly manage OTA upgrade filings and prohibits the use of unverified software to conceal defects [1]. Group 3: Industry Response - New car manufacturers are urged to abandon the pursuit of a "zero recall" image and adopt a more responsible approach similar to established European and American car companies, recognizing that recalls are not a brand blemish but a new starting point for reducing safety risks [2]. - Companies that transparently address product vulnerabilities will be better positioned to earn long-term consumer trust as market dynamics shift [2].