Fars News Agency reported an explosion was heard near Jomhouri Avenue in Zahedan, Sistan-Baluchestan province, Iran; cause unknown.

1. 比亚迪：在智能化下半场，半导体和软件甚至比电池更为重要。 2. 特斯拉签署300亿美元融资安排，包括循环信贷和延迟提款贷款。 3. 中国汽车流通协会：9月汽车经销商库存预警指数为63.2%。 4. 中国汽车工业协会发布欧盟拟制定单边贸易工具的立场声明。 5. 欧盟向英国施压，要求其向中国制造电动汽车征收45%关税。 6. 特斯拉FSD（监督版）获克罗地亚批准，欧洲落地国家增至八个。 7. 极氪：没有开发换电车型的规划，聚焦超快充与电混。 8. 福田汽车2030年锚定百万销量目标，新能源占比50%。 9. 印度：到2032财年乘用车燃油效率将提升16.7%。 10. 通用汽车下一代富锂锰基电池迈出重要一步，续航将比磷酸铁锂电池提升33%。 11. 通用汽车将别克引入韩国，首发Electra E7插混SUV。

China International Capital Co (CICC) views the residential mortgage interest-subsidy as a form of structural monetary policy and estimates the policy implies roughly CNY180bn in annual fiscal outlays with wide coverage. Subsidy incidence is skewed to mid- and low-tier cities; ultra-high-tier cities benefit relatively little. CICC estimates eligibility rates roughly as follows: ultra-high-tier — 2% new homes, 14% second-hand homes; high-tier — 25% new, 60% second-hand; mid-low-tier — 50% new, 70% second-hand. The first-year subsidy is estimated to affect about CNY1.8trn of loans, roughly 40% of annual loan disbursements, with target households receiving about CNY5,000–10,000 in subsidy in year one.