• #Huawei HIMA AITO: Average Transaction Price (ATP) surged by RMB 64k MoM, with the brand ranking first in both ATP and revenue among the brands. • #NIO: ATP held at RMB 447k, flat MoM, showing a solid pricing base in the premium market. • #LiAuto: A sharp contrast — ATP fell notably MoM, but a large sales base kept monthly revenue at No. 2. • #Leapmotor: Low ATP but top-tier total revenue, driven by high volume.

#NIO announced today a comprehensive strategic partnership with #Geely Holding Group in charging and battery swapping. The two sides will cooperate across technology, operations, and capital, jointly invest in their respective charging and swapping entities, share related technologies and standards, and co-build charging and swapping service networks. See the graphic below for details.⬇️

#Changan Avatr previously confirmed October 11 for the T09's global debut. Official images of the T09 were released today.

#Gotion announced that it and its wholly-owned subsidiaries plan to sign investment agreements with #Volkswagen Group and its subsidiaries to establish three JVs in Valencia (Spain), Šurany (Slovakia), and Kenitra (Morocco), building lithium battery and LFP cathode material production bases. Total investment: approx. EUR 3.222B, with Gotion contributing approx. EUR 1.598B. • Valencia JV: annual lithium battery capacity of 29.1 GWh; Gotion holds 49%. • Šurany JV: annual lithium battery capacity of 8.4 GWh; Gotion holds 51%. • Morocco JV: annual LFP cathode material capacity of 100,000 tonnes; Gotion holds 51%.

#Huawei HIMA Stelato V8 officially opens pre-sales, starting at RMB 329,800 (~$48,930). L/W/H: 5,335 × 2,005 × 1,825 mm, wheelbase 3,250 mm. A fastback roofline tapering from the A- to D-pillar with a low-front, high-rear stance enables an ultra-low 0.226 Cd drag coefficient. Powertrain: Standard 800V high-voltage platform, available in BEV and EREV. • EREV: 1.5T range extender (118 kW); 56/75.4 kWh battery options with WLTC EV ranges of 260/275/339 km; max combined range up to 1,465 km. • BEV: Single-motor (227 kW) or dual-motor AWD (160 kW front / 227 kW rear); 120 kWh battery with 830 km CLTC range. Standard ±12° rear-wheel steering, delivering a 5.09 m minimum turning radius.

#Huawei HIMA Luxeed RX officially launched, starting at RMB 259,800 (~$38,550). • L/W/H: 5,020 × 2,007 × 1,585 mm, wheelbase 3,000 mm. • ADAS & Architecture: Built on an L3 autonomous driving architecture, it adopts a multi-dimensional fusion perception system and features a full-link redundant architecture covering eight areas: positioning, communication, power supply, computing, braking, steering, perception, and interaction. • Powertrain: Pure electric, available in single-motor (277 kW) and dual-motor (160 kW front / 277 kW rear) layouts. Battery options: 81 kWh (672 km / 702 km range) and 100 kWh (753 km / 822 km / 852 km range). • Charging: All variants support 800V high-voltage fast charging, enabling a 30%–80% charge in approximately 15 minutes.

Reportedly, #XPeng has consolidated its product lines from four (F, D, I, G) down to two (G, D), folding F and I into the G line. Previously: • G line: large SUVs (GX, G9L) • F line: P-series sedans • D line: MONA series • I line: overseas models XPeng’s product lines oversee product definition and R&D functions. By streamlining from four lines to two, XPeng aims to concentrate R&D resources, drive cost reduction, and prevent internal cannibalization in product positioning and pricing.

Official images of the #BYD 2nd-gen Seal 07 have been released, suggesting its debut is imminent.

Xinhua conducted on-road evaluations of #XPeng and #Tesla ADAS systems in Amsterdam, the Netherlands. Powered by the latest 2nd-gen VLA large model, XPeng’s NGP delivered strong cross-regional generalization shortly after localization testing kicked off in the Netherlands. It rapidly understood and adapted to local traffic conditions, demonstrating solid spatial judgment and complex-road handling capabilities. Here are a few clips from the test.⬇️

Shenlong Technology and Momenta officially signed a global strategic cooperation agreement. Built upon the Momenta R7 World Model, the partners will jointly develop a high-level ADAS to be deployed on all-new Peugeot and Jeep production vehicles. These models will launch in China, Europe and other global markets, accelerating the global intelligent transformation of Stellantis Group’s mainstream brands. Several all-new NEV models from Shenlong Technology will feature Momenta’s World Model, with ongoing iterative updates. Launching from 2027, the lineup will cover multiple powertrain types, including BEV and PHEV, for off-road, urban commute and family travel scenarios. Under this global partnership, these models will roll out in Europe and worldwide markets. #Momenta #Stellantis

#Huawei HIMA 2027 Product Plan Leaked Q1: • SAIC: H8 (RMB 300k class) • Luxeed: V9 BEV 4-seater (RMB 500k class) Q2: • SAIC: H9 (RMB 400k class) • Luxeed: R8 mid-size SUV (RMB 400k class), S7 facelift (RMB 200k class) • Stelato: Full-size sedan (RMB 500k–700k), S9 & S9T facelifts • Maextro: MPV Collector’s Edition, SUV 800 (expected in April), SUV 600 Q3: • SAIC: Z7 / Z7T facelifts • Luxeed: R9 full-size SUV (RMB 500k class) • Stelato: 7 Series SUV (RMB 300k–400k) • Maextro: SUV Collector’s Edition Q4: • SAIC: H5 facelift • Maextro: S800 major facelift

#NIO and #Geely Form Comprehensive Strategic Partnership on Charging & Battery Swapping • William Li noted that although separate technical validation and standard-setting by each player were once necessary, it has now become largely clear which technologies and business models are viable. • The priority ahead is technology consolidation, cutting redundant investment and waste, and improving efficiency. Competition does not mean opposition, and there is ample room for collaboration. • Geely has a strong vehicle portfolio, a large user base, and operational vehicle fleets, while NIO has deployed more than 4,000 battery swapping stations. Where feasible, shared infrastructure can improve utilization and lower cash burn—a sign of a maturing NEV sector.

During the press conference for the launch of the Geely‑NIO strategic partnership on charging and battery‑swapping, William Li, Founder and CEO of NIO, noted that the two companies will co‑develop battery‑swapping standards targeting end‑consumers. #Geely will roll out consumer‑grade battery‑swappable vehicle models, with NIO delivering supporting battery‑swapping services. $NIO

🔴BREAKING: 📰 Hong Kong, Sept 28, 2026 — NIO Inc. has entered into definitive agreements with subsidiaries of Geely Holding Group for battery‑swapping and charging cooperation 🔋⚡, pending regulatory approvals and customary closing conditions. 💰 Geely will contribute its commercial‑vehicle battery‑swap unit Yiyi Internet Technology together with RMB640 million in cash to NIO Power. NIO Power carries a post‑money valuation of RMB16 billion. Upon closing, Geely will hold 30%, NIO China retains a controlling 63.6%, and an existing investor holds the remaining 6.4%. Geely’s stake could fall to a floor of 20% should performance targets be missed, and Geely also holds an option to invest an additional RMB640 million. 🤝 Separately, NIO China will acquire a 10% stake in Haohan Energy, Geely’s charging‑business subsidiary. The two parties are exploring potential battery‑swap adoption for Geely’s passenger and commercial vehicles, subject to further negotiations. 🚗 NIO commented that the partnership validates its battery‑swapping technology strengths and will help drive wider adoption of battery‑swapping services. $NIO #geely

William Li said #NIO now operates 4,125 battery swap stations. With each station storing approximately 2,000 kWh of battery energy, they can form an 8 GWh energy storage network serving vehicle owners and society at large. Each swap station is essentially a distributed energy storage unit and theoretically has the hardware foundation to participate in grid peak shaving and valley filling. NIO’s Xingxingxia off-grid solar-storage battery swap station in Xinjiang has achieved a closed loop of “PV generation – local storage – energy replenishment via battery swapping,” validating the feasibility of deploying battery swapping plus energy storage in remote areas.

Sources say #Geely Group and #NIO will hold a signing ceremony in Hangzhou at 8 a.m. tomorrow to seal a major strategic cooperation agreement. Based on available information, the cooperation may cover several key areas: First, upgraded cooperation on NIO Power’s battery swap business. The two parties are expected to further integrate their battery swap systems, enable cross-brand vehicle compatibility for battery swapping and share battery swap station resources, expanding the reach of NIO’s battery swap network. The two companies have already carried out preliminary cooperation in battery swapping previously. Second, commercial rollout of the Shenji autonomous driving chip. NIO’s self-developed Shenji AD chip may be supplied for use in Geely vehicles. This would mark the large-scale external supply of NIO’s in-house chip business and serve as a landmark case of self-developed autonomous driving chips from a Chinese automaker being exported to other OEMs. In addition, sources note that deeper forms of collaboration between the two firms are not ruled out.

The #BYD FCB Tai 9 has been spotted, having already arrived at dealerships.

Common Thread Across LiAuto, NIO and XPeng: Tier 1 and New Tier 1 Cities Dominate Sales ▶️#LiAuto’s top three cities span Southwest China, North China and South China, reflecting a more dispersed customer base and balanced market presence. ▶️#NIO leads by a wide margin in Shanghai, its core market, and performs strongly across East and North China. ▶️#XPeng has exceptionally high brand recognition in South China, especially Guangdong, underscoring its regional market dominance.

Sep 26: William Li, Founder, Chairman and CEO of NIO, and his team traveled from Dushanzi to Sayram Lake in a NIO ES9 using battery swaps. The trip marked the launch of NIO’s Silk Road battery swap route and Power UP 2026 NIO Power Day event. The 3,605-kilometer route runs from Xi’an to Khorgos, with 33 battery swap stations along the path. It passes through the Hexi Corridor, Gobi Desert and Tianshan Mountains. Key milestones ⚡️ ✅ Nationwide battery-swap reach: Users can complete trips entirely via NIO battery swaps, departing from any NIO swap station to all provincial-level administrative regions in mainland China. ✅ G30 Lianhuo Expressway now supports end-to-end battery swaps. China’s longest highway (4,395 km) has 43 battery swap stations, connecting to Khorgos. ✅ The world’s first zero-carbon off-grid PV-storage battery swap station has been completed in Xingxingxia. Developed jointly with LONGi Green Energy in Hami, Xinjiang, the station uses local solar resources to operate off-grid and provides battery swap services in less accessible regions. As of the announcement date, NIO has built 9,431 power facilities across China: 4,125 battery swap stations, 5,306 charging stations equipped with 30,594 charging piles. NIO has provided more than 125 million battery swap services in total. $NIO #NIOPower #BatterySwap #SilkRoad #EV