2026-11-09

CPCA said November has 21 working days—same as last year and two more than October—giving a longer effective production and sales window. Cold weather and migrant-worker returns should boost county and township demand; CPCA sees structural opportunities in new-energy vehicles and low- to mid-end internal-combustion-engine cars, but warns November is historically volatile and can be weak as external macro conditions and seasonality interact. CPCA views November as a reasonable time to actively bu

CPCA said November has 21 working days—same as last year and two more than October—giving a longer effective production and sales window. Cold weather and migrant-worker returns should boost county and township demand; CPCA sees structural opportunities in new-energy vehicles and low- to mid-end internal-combustion-engine cars, but warns November is historically volatile and can be weak as external macro conditions and seasonality interact. CPCA views November as a reasonable time to actively build inventory ahead of typically stronger year-end demand, noting the constraint of weak dealer confidence, some dealer exits and reduced channel stocking, which leaves significant year-end destocking pressure.

2026-11-09

CPCA data: China Oct fuel-vehicle retail sales fell 45% YoY; pure-fuel vehicles fell 51% YoY while conventional hybrids rose 28% YoY. Within fuel segment, domestic brands -46% YoY, mainstream joint ventures -46% YoY and luxury -37% YoY — all sharply hit by high oil prices. Oct NEV retail fell 13.7% YoY; domestic NEVs -15% YoY, mainstream joint ventures +69% YoY, luxury NEVs -45% YoY; domestic A00 EV retail dropped markedly after subsidy cuts. Domestic-brand Oct retail was 1.21 mln units (-22% Yo

CPCA data: China Oct fuel-vehicle retail sales fell 45% YoY; pure-fuel vehicles fell 51% YoY while conventional hybrids rose 28% YoY. Within fuel segment, domestic brands -46% YoY, mainstream joint ventures -46% YoY and luxury -37% YoY — all sharply hit by high oil prices. Oct NEV retail fell 13.7% YoY; domestic NEVs -15% YoY, mainstream joint ventures +69% YoY, luxury NEVs -45% YoY; domestic A00 EV retail dropped markedly after subsidy cuts. Domestic-brand Oct retail was 1.21 mln units (-22% YoY, +7% MoM); domestic brands’ domestic retail share rose to 73.8%, up 4.8 ppt YoY. Overall, domestic brands remain relatively stable in the NEV and export markets.

2026-11-09

CPCA: Tesla (TSLA.O) exported 59,012 China-made vehicles in October.

CPCA: Tesla (TSLA.O) exported 59,012 China-made vehicles in October.

2026-11-09

乘联分会：特斯拉(TSLA.O)10月出口中国制造汽车59,012辆。

乘联分会：特斯拉(TSLA.O)10月出口中国制造汽车59,012辆。

2026-11-09

Philippine Department of Agriculture imposes a 60-day restriction on pork imports to protect the domestic industry.

Philippine Department of Agriculture imposes a 60-day restriction on pork imports to protect the domestic industry.

2026-11-09

菲律宾农业部对猪肉进口实施60天限制，以保护本土产业。

菲律宾农业部对猪肉进口实施60天限制，以保护本土产业。