[2026-07-26 13:04 Shanghai | ALJ China Auto Weekly Brief — Jameel Motors Edition]

Chery hits 20 million cumulative global sales and launches the Fengyun A9 at RMB 109,900, with Chairman Yin Tongyue declaring an end to “involution” as H1 exports surge 71.5% year on year.

SECTION 1 — EXECUTIVE TAKE

  • Chery’s export-driven milestone masks domestic contraction: Chery crossed 20 million cumulative global sales on July 25 with overseas users approaching 7 million (35% of the total) and H1 exports up 71.5% year on year to 943,800 units, while domestic shipments fell by 150,000 units as Chairman Yin Tongyue announced the group would “no longer participate in involution”, pivoting to brand value and technology anchored by the new pure-electric Fengyun A9 (风云A9) at RMB 109,900–129,900 (yicai.com, 25 Jul 2026; auto.gasgoo.com, 25 Jul 2026). This dual-speed trajectory means accelerating export supply for Jameel’s Omoda/Jaecoo operations in Iraq and cleaner domestic inventory.

  • MIIT’s 2027 L3/L4 safety standard takes a performance-based path: MIIT set July 1, 2027, as the effective date for China’s first mandatory L3/L4 autonomous driving safety standard (GB 44721, 《智能网联汽车 自动驾驶系统安全要求》), requiring automakers to produce a Safety Case through documented claims, logic, and test data — while deliberately avoiding any mandate for specific sensor hardware, confirmed by Xiaopeng Motors Vice President Yu Tao, who publicly debunked online claims that lidar or millimeter-wave radar would become compulsory (d1ev.com, 1 Jul 2027; d1ev.com, 1 Jul 2027). The standard gives Chinese OEMs a single performance-based framework for domestic and export ADAS certification without locking in hardware costs.

  • China and EU formalize data space cooperation with battery passport as entry point: At the 16th China Auto Forum (July 21–23), CAAM, Germany’s VDA, and Catena-X signed two agreements — ecological cooperation and interoperability — to build a China-EU automotive trusted data space, beginning with battery passport technical adaptation and verification (caam.org.cn, 23 Jul 2026). This infrastructure directly affects the compliance pathway for Jameel’s EU-market brands (GAC AION in the UK, GAC Motor in Poland) and the broader export ecosystem for Chinese OEMs entering Europe’s battery data requirements.

SECTION 2 — PARTNER BRAND WATCH (CHINA)

  • Chery’s 20-million-vehicle milestone: Chery reached 20 million cumulative global sales on July 25, 2026, with the Fengyun A9 (风云A9) delivered as the milestone vehicle, according to the company (auto.gasgoo.com, 25 Jul 2026). Chery now sells in 130-plus countries, with overseas users accounting for roughly 35% of cumulative volume, and ranked first among automotive companies on the 2026 Fortune China 500 by return on equity (auto.gasgoo.com, 25 Jul 2026).

  • Fengyun A9 launch and pricing: Chery launched the Fengyun A9 pure-electric coupe at an official price of RMB 109,900–129,900, RMB 6,000 below the pre-sale range, according to Gasgoo (auto.gasgoo.com, 25 Jul 2026). The car delivers 655 km CLTC range, a 70 kWh LFP “Rhino” battery, 0–100 km/h in 6.9 seconds, and a 0.22 drag coefficient, making it Chery’s first production car on the EV 2.0 platform (auto.gasgoo.com, 25 Jul 2026).

  • Chery brand performance diverges sharply: In H1 2026, Chery group sold 1,275,076 vehicles, essentially flat year on year, while exports hit 943,800 units (up 71.5%), according to Yicai (yicai.com, 25 Jul 2026). Domestic sales declined by approximately 150,000 units as the group actively reduced dealer inventory; Luxeed, the Huawei-partner brand, sold 44,929 units (down 56.9%), and Exeed sold 60,208 units (down 44.9%) (yicai.com, 25 Jul 2026). Chairman Yin Tongyue said the group would shift focus from volume to brand value, crediting Huawei cooperation with improving Chery’s functional management, supply chain, and project execution systems (yicai.com, 25 Jul 2026).

SECTION 3 — CHINA MARKET DYNAMICS

NEV & Technology

  • Comprehensive NEV technology standards in motion: CAAM opened public comment on four group standards through August 23, 2026: distribution-transformer-adaptive orderly charging and discharging technology, passenger car brake drag performance, methanol fuel range-extender controller technical conditions and test methods, and off-road vehicle intelligent technology classification (caam.org.cn, 23 Jul 2026; caam.org.cn, 23 Jul 2026). The methanol controller standard is directly relevant to new-energy commercial vehicle portfolios in Jameel’s Farizon-served markets.

Dealer & Distributor

  • Chery’s deliberate destocking signals Chinese OEM channel discipline: Chery cut domestic wholesale shipments by 150,000 units in H1 2026 to reduce dealer inventory, the first such public acknowledgment of a proactive destocking effort by a major Chinese OEM, according to Yicai (yicai.com, 25 Jul 2026). Chairman Yin Tongyue described the move as “squeezing out the water” from the channel, a contrast to the inventory build-up common among competitors.

Policy & Regulatory

  • First mandatory L3/L4 autonomous driving standard finalized: MIIT published mandatory standard GB 44721 for L3 and L4 autonomous driving systems, effective July 1, 2027, upgrading the earlier recommended standard GB/T 44721–2024, according to MIIT’s official announcement (d1ev.com, 1 Jul 2027; d1ev.com, 1 Jul 2027). The standard introduces a Safety Case validation mechanism combining simulation, proving ground, and real-road testing; vehicles already type-approved receive a 13-month transition period (d1ev.com, 1 Jul 2027). The standard is purely performance-based — it sets detection range and system safety requirements but specifies no mandatory sensor hardware, confirming a regulatory approach that preserves technology neutrality (d1ev.com, 1 Jul 2027).

  • Battery safety standard GB38031-2025 takes effect: China’s updated battery safety mandatory standard is now in force, raising the requirement from “warning and escape within 5 minutes” to “no fire, no explosion”, according to a D1EV report (d1ev.com, 30 Jun 2027). Vehicles already type-approved have a one-year grace period to June 30, 2027; consumers purchasing new EVs can verify compliance via the vehicle certificate’s standard reference (d1ev.com, 30 Jun 2027).

SECTION 4 — INTERNATIONAL CONTEXT

  • UK confirms EV mileage tax from April 2028: The UK government announced an electric vehicle excise duty (eVED) of 3 pence per mile for BEVs and 1.5 pence per mile for PHEVs, effective April 1, 2028, with mileage data collected through MOT odometer readings and owner self-declaration (not GPS tracking), according to reports aggregating an HMT consultation document (d1ev.com, 1 Apr 2028; d1ev.com, 1 Apr 2028). At an average UK annual EV mileage of 6,000–8,000 miles, the new levy adds £180–240 per year on top of the existing vehicle excise duty; proponents note the rate is roughly half the fuel-tax equivalent paid by ICE vehicles (d1ev.com, 1 Apr 2028). The policy directly affects Jameel Motors’ UK operations distributing GAC AION and may influence NEV cost positioning in other markets considering mileage-based road taxation.

  • Chery’s European expansion accelerates: Chery sold 174,000 vehicles in Europe in H1 2026, up 212% year on year, and has held top brand positions in the UK in multiple months, according to Gasgoo (auto.gasgoo.com, 25 Jul 2026). Chery announced plans to refurbish its Rosslyn factory in South Africa, retaining all 692 existing employees and supporting approximately 3,000 upstream and downstream jobs, while in Spain it is reviving the EBRO brand through a partnership with EV MOTORS that has created over 1,000 jobs (auto.gasgoo.com, 25 Jul 2026). These developments strengthen Chery’s production and distribution footprint in two of Jameel’s operating territories (South Africa and wider Europe).

SOURCE APPENDIX

CITED SOURCES 1. [CN] 奇瑞尹同跃：2000万辆以后，我们不再参加内卷 Publisher: yicai.com | Date: 2026-07-25 URL: http://www.yicai.com/news/103292248.html Blurb: {{aisd}} AI生成 免责声明 2026年7月25日，奇瑞集团全球累计销量正式突破2000万辆。同一天即将迎来上市的风云A9，将作为奇瑞集团第2000万辆车，正式交付给用户。 “2000万辆之后，我们不再参加内卷，我们不再只追求销量，而是要追求品牌向上，追求价值更大的创造，追求技术更多的突破，追求客户满意度更大的提升。”7月25日，奇瑞汽车董事长尹同跃 Used in report: Yes | Cited in: SECTION 1, SECTION 2, SECTION 3 Category: CN-BUSINESS |

  1. [CN] 奇瑞全球累计销量突破2000万辆 风云A9将作为第2000万辆车交付 Publisher: auto.gasgoo.com | Date: 2026-07-25 URL: http://auto.gasgoo.com/news/202607/25I70467401C110.shtml Blurb: 盖世汽车获悉 2026年7月25日，奇瑞集团全球累计销量突破2000万辆。同日上市的风云A9将作为第2000万辆车交付用户。风云曾是奇瑞打造的首款车型及首款出海车型，现已焕新为新能源智能产品，风云A9定位为长续航智美纯电轿跑，被视作奇瑞产品与质量体系全面升级的代表。 图片来源：奇瑞汽车 回顾29年创业历程，奇瑞在20世纪90年代行业普遍质疑自主发展的环境下坚 Used in report: Yes | Cited in: SECTION 1, SECTION 2, SECTION 4 Category: CN-SECTOR |

  2. [CN] 2027年实施！中国L3/L4自动驾驶安全国标出炉，行业竞争转向安全技术 Publisher: d1ev.com | Date: 2027-07-01 URL: http://www.d1ev.com/newsflash/303739 Blurb: 6月18日，工信部发布消息，《智能网联汽车自动驾驶系统安全要求》强制性国家标准已完成编制，计划于2027年7月1日正式实施。这一标准是针对载客及载货机动车的L3/L4级别 自动驾驶系统的全面升级，旨在为高阶自动驾驶系统设立明确的安全门槛，自动泊车功能不包括在内。 新标准的核心创新在于建立安全档案论证机制，要求企业不仅要证明系统能够行驶，更要完整论证系统的安全 Used in report: Yes | Cited in: SECTION 1, SECTION 3 Category: CN-SECTOR |

  3. [CN] L3强制加毫米波雷达，小鹏特斯拉纯视觉慌了？假的 Publisher: d1ev.com | Date: 2027-07-01 URL: http://www.d1ev.com/news/shichang/303959 Blurb: “相关文件《自动驾驶系统安全要求》都公开可查，里面连激光雷达这个词都没提到。”近日，小鹏汽车副总裁于涛在社交平台公开回应一则网络传言。 该传言称，工信部新国标强制要求L3级自动驾驶必须采用摄像头与毫米波雷达双冗余，L4级必须加装激光雷达，并将在2027年7月1日强制执行。于涛的辟谣直指此为“假新闻”，既无条款依据，也与编制说明相悖。 正是这句来自车企高管的直 Used in report: Yes | Cited in: SECTION 1, SECTION 3 Category: CN-SECTOR |

  4. [CN] 中欧汽车行业可信数据空间生态与技术合作正式签约 Publisher: caam.org.cn | Date: 2026-07-23 URL: http://www.caam.org.cn/chn/1/cate_3/con_5237249.html Blurb: 发布时间：2026-07-23 7月21日-23日，由中国汽车工业协会主办的第16届中国汽车论坛在上海嘉定举办。7月22日，中欧汽车行业可信数据空间合作签约仪式在大会论坛上顺利举行。 随着全球汽车产业电动化、智能化和绿色低碳转型深入发展，产业链协同和数据可信流通需求不断提升。本次签约聚焦生态合作与互联互通技术合作，包括中欧汽车行业可信数据空间生态合作签约和互 Used in report: Yes | Cited in: SECTION 1 Category: CN-ASSOCIATION |

  5. [CN] 奇瑞风云A9正式上市 售价10.99万元起 Publisher: auto.gasgoo.com | Date: 2026-07-25 URL: http://auto.gasgoo.com/news/202607/25I70467400C107.shtml Blurb: 2026年7月25日，奇瑞汽车旗下风云序列首款纯电轿跑——风云A9正式上市。新车共推出3款配置车型，官方指导价为10.99万至12.99万元，叠加限时置换补贴后入手价为10.69万至12.69万元。 图片来源：奇瑞汽车直播截图 风云A9定位“长续航智美纯电轿跑”，采用奇瑞全新“凌风美学”设计语言，前脸为封闭式新能源设计搭配分体矩阵大灯。该设计此前已斩获202 Used in report: Yes | Cited in: SECTION 2 Category: CN-SECTOR |

  6. [CN] 中国汽车工业协会关于《配电台区自适应功率调节有序充放电技术规范》团体标准征求意见的通知 Publisher: caam.org.cn | Date: 2026-07-23 URL: http://www.caam.org.cn/chn/10/cate_114/con_5237247.html Blurb: 发布时间：2026-07-23 来源：中汽协会行业发展部 各有关单位及行业专家: 《配电台区自适应功率调节有序充放电技术规范》团体标准已完成征求意见稿及编制说明。现根据《中国汽车工业协会标准制修订管理办法》有关规定，向社会广泛征求意见。请有关单位及行业专家提出宝贵意见，并于2025年8月23日前，将书面意见以邮件形式反馈至协会新能源汽车充换电设施专委会秘书处 Used in report: Yes | Cited in: SECTION 3 Category: CN-ASSOCIATION |

  7. [CN] 中国汽车工业协会关于《车用甲醇燃料增程控制器技术条件及试验方法》团体标准征求意见的通知 Publisher: caam.org.cn | Date: 2026-07-23 URL: http://www.caam.org.cn/chn/10/cate_114/con_5237246.html Blurb: 发布时间：2026-07-23 来源：中汽协会行业发展部 各有关单位及行业专家: 《车用甲醇燃料增程控制器技术条件及试验方法》团体标准已完成征求意见稿及编制说明。现根据《中国汽车工业协会标准制修订管理办法》有关规定，向社会广泛征求意见。请有关单位及行业专家提出宝贵意见，并于2026年8月23日前，将书面意见以邮件形式反馈至协会甲醇汽车专委会秘书处。 2026 Used in report: Yes | Cited in: SECTION 3 Category: CN-ASSOCIATION |

  8. [CN] 中国自动驾驶新规出台：2027年7月1日起实施L3/L4安全标准 Publisher: d1ev.com | Date: 2027-07-01 URL: http://www.d1ev.com/newsflash/303771 Blurb: 6月18日，工信部就《智能网联汽车自动驾驶系统安全要求》等两项强制性国家标准公开征求意见，建议实施日期为2027年7月1日。这是我国首部针对L3级有条件 自动驾驶和L4级高度自动驾驶系统的强制性国家标准，从推荐性转为强制性。该标准规定了自动驾驶系统的技术要求、安全保障要求等，并明确要求自动驾驶系统（ADS）的安全水平应至少达到“合格且专注驾驶人”的 Used in report: Yes | Cited in: SECTION 3 Category: CN-SECTOR |

  9. [CN] 电动汽车新国标实施：购车必查三项安全核验！ Publisher: d1ev.com | Date: 2027-06-30 URL: http://www.d1ev.com/newsflash/305595 Blurb: 近日，《电动汽车用动力 蓄电池安全要求》（GB38031-2025）正式实施，对 电池安全提出了更高要求，将强制性标准从“5分钟内报警逃生”提升至不起火、不爆炸。为保障消费者权益，购车时可进行三项核验：一是在购车合同中明确注明车辆动力电池符合新国标；二是提车时核对《机动车整车出厂合格证》或《车辆一致性证书》中的执行标准标注；三是对电池存疑时，通过工信部官方渠 Used in report: Yes | Cited in: SECTION 3 Category: CN-SECTOR |

  10. [CN] 只有燃油税不公平！英国开征电动车里程税：每英里3便士 Publisher: d1ev.com | Date: 2028-04-01 URL: http://www.d1ev.com/news/qiye/306829 Blurb: 快科技7月14日消息，据Auto Express报道，英国政府已确认将于2028年4月起开征电动汽车消费税（eVED），对纯电动车按每英里3便士征收里程税，插电混动车按每英里1.5便士征收。这是全球首个全国性电动车里程税方案。 与此同时，英国财政部7月13日发布了eVED咨询文件，核心内容如下：自2028年4月1日起，所有在英国注册的 Used in report: Yes | Cited in: SECTION 4 Category: CN-SECTOR |

  11. [CN] 每英里3便士 英国2028年开征电动车里程税！网友请愿取消 Publisher: d1ev.com | Date: 2028-04-01 URL: http://www.d1ev.com/news/qiye/307764 Blurb: 快科技7月20日消息，英国政府已确认将于2028年4月1日起推出全新的电动汽车消费税（eVED）制度，对纯电动车和氢燃料电池车按每英里3便士征收里程税，插电混动车按每英里1.5便士征收。 该税费将在现有车辆消费税（VED）基础上额外叠加，意味着电动车主将同时承担两笔税费。 这一政策迅速引发英国车主反弹，Reddit上有网友发帖发起请愿 Used in report: Yes | Cited in: SECTION 4 Category: CN-SECTOR |

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