Enjie Co., Ltd.On September 16th, during an institutional survey, it was stated that the capacity expansion in the separator industry has significantly slowed down, and the oversupply situation is expected to gradually ease as demand continues to grow, with a potential for supply and demand to reach balance in the future. The company currently has ample orders on hand and a high capacity utilization rate. Meanwhile, the company’s downstream customer demand and orders have shown steady growth recently. With robust demand in the downstream energy storage sector, the company’s shipment volume is expected to further increase in 2025.

The 2026 Voyah Dreamer was officially launched recently, with a price range of 329,900 to 439,900 RMB. It is the only new energy MPV simultaneously equipped with 800V architecture, 5C ultra-fast charging, a 62.5 kWh large battery, Huawei ADS 4, HarmonyOS Cockpit 5, and intelligent rear-wheel steering. As the world's first 800V intelligent hybrid MPV, the 2026 Voyah Dreamer features a 62.5 kWh large battery, delivering the longest pure electric range of 350 km among hybrid MPVs. Its unique 5C ultra-fast charging technology enables charging from 20% to 80% in just 12 minutes, making it the fastest-charging hybrid MPV globally.

On September 16th, Cui Dongshu, the secretary-general of the Passenger Car Association, stated that at the end of August 2025, the national passenger car industry's inventory stood at 3.16 million units, a decrease of 130,000 units from the previous month. In April, the industry's inventory reached 3.5 million units, setting a new high for nearly two years. The retail car market was driven by trade-ins, but manufacturers were relatively cautious in production. From May to August, car companies were more rational in controlling production and reducing the inventory pressure on dealers, resulting in a continuous destocking from May to August. In August, the overall inventory of the passenger car industry decreased to 3.16 million units, which was a relatively small decline. Among them, the proportion of factory inventory was 23.9%, an increase of 0.3 percentage points from the previous month, and the main decline in industry inventory was due to channel inventory, with dealer pressure being alleviated.

On September 16, the U.S. National Highway Traffic Safety Administration (NHTSA) announced that Stellantis will recall 53,849 vehicles in the United States due to potential fuel pump defects. The recall involves certain 2017-2018 Alfa Romeo Giulia and 2018-2019 Alfa Romeo Stelvio models. According to NHTSA, the fuel pumps in these vehicles may contain components that are susceptible to high temperatures, which could result in reduced fuel supply and sudden stalling, thereby increasing the risk of a crash.

On September 16, XPeng AeroHT responded to the incident at the Changchun Airshow, stating that this afternoon, after the rehearsal at the Changchun Airshow, two aircraft from Guangdong AeroHT, which were participating in a dual formation flight exercise, made contact due to insufficient distance between them. One aircraft landed normally, while the other suffered fuselage damage and caught fire upon landing. All personnel at the scene were safe, and relevant authorities have completed on-site handling in an orderly manner. The specific cause is under further investigation. It is understood that at the Changchun Airshow, two XPeng AeroHT eVTOLs (electric vertical take-off and landing aircraft) collided and crashed.

Cui Dongshu, Secretary-General of the China Passenger Car Association, stated that in 2025, the macroeconomy will maintain strong growth. Driven by national policies to promote consumption, the automobile market will continue its robust growth. In August, the overall auto market in China showed a strong performance, with the truck and bus markets experiencing a clear recovery. Due to the slow transmission from retail to wholesale, retail sales in August 2024 were significantly stronger than wholesale, resulting in a slowdown in passenger car retail sales this August, though manufacturer sales growth remained very good. New energy vehicles performed strongly in August, automobile exports continued to strengthen, and changes in manufacturer inventories were minimal. The commercial vehicle market in August showed structural growth driven by new energy, with accelerated electrification in logistics and transportation vehicles as well as in pickup truck models.

Dreame Technology founder Yu Hao recently released the first car rendering, revealing that the model is positioned as an "ultra-luxury pure electric" vehicle, targeting the Bugatti Veyron, attracting high attention from the public. Yu Hao stated that Dreame Automotive will debut and showcase a prototype at this year's CES in the United States, with the first model planned to officially launch in 2027. According to the released renderings, the exterior design of the new car appears to be inspired by the Bugatti Chiron. The interior features a dual-spoke steering wheel and a connected display, combining both a sense of technology and luxury. In addition, Dreame Automotive is selecting a site for a factory in Berlin, Germany, adjacent to Tesla's Berlin Gigafactory, and plans to collaborate with BNP Paribas to accelerate its global market expansion.

European Commission President Ursula von der Leyen: In the future, electric vehicles must be manufactured in Europe.

Nanjing Julong (300644.SZ): Net profit for the mid-year report of 2025 is 57.3644 million yuan, an increase of 40.73% compared to the same period last year.