1. Tesla initiates a new round of factory audits for its Chinese supply chain.
2. Reports indicate that Tesla's AI5 chip is already in trial production at Samsung's Taylor factory.
3. The China Passenger Car Association (CPCA) estimates September retail sales of passenger vehicles at 1.69 million units, with new energy vehicles expected at 1.11 million units.
4. He Xiaopeng of XPeng Group: We are currently in discussions with automakers and non-automakers regarding cooperation, covering areas such as technology and chips.
5. Seres responds to whether the new cooperation model will affect the "Huawei content" of its Wenjie (问界) product line: Huawei's terminal division continues to participate in empowering the platform.
6. Wenjie will officially withdraw from HarmonyOS and Huawei exclusive stores on January 1, 2027.
7. Wenjie's channel re-signing has been completed; Seres states that some Huawei stores will retain Wenjie models.
8. BYD plans to establish four factories in Europe as core pillars for regional expansion.
9. US electric vehicle company Lucid plans to deploy at least 25,000 Robotaxis in Europe.
10. Reports indicate that Li Auto has begun selling its technology: Mach chips, silicon carbide, and range extenders are being offered externally.
11. Waymo is accelerating its Asia-Pacific expansion, planning to offer commercial Robotaxi services in Singapore by 2028.
12. Tesla's Cybercab is igniting the Robotaxi race, bringing the inflection point for the commercialization of driverless mobility closer.
