[2026-07-27 07:36 Shanghai | ALJ China Auto Weekly Brief — Jameel Motors Edition]

Chery crosses 20 million cumulative global sales as H1 exports surge 71.5%, while MIIT finalises mandatory L3/L4 safety standards and the UK confirms a 2028 EV mileage tax — three developments with direct implications for Jameel Motors’ Chinese partner brands and its UK distribution channel.

SECTION 1 — EXECUTIVE TAKE

  • Chery 20-million milestone and strategic pivot: Chery Group crossed 20 million cumulative global sales on July 25, posting H1 export growth of 71.5% year on year even as domestic sales declined and the company deliberately destocked dealer inventory by 150,000 units. Chairman Yin Tongyue declared an end to volume-driven “involution” at the Fengyun A9 (风云A9) launch — a strategy shift toward brand value and technology that bears watching as Chery’s export footprint deepens in Jameel territories including Iraq (Omoda/Jaecoo), South Africa (plant upgrade), and Europe. (yicai.com, 25 Jul 2026; auto.gasgoo.com, 25 Jul 2026)

  • MIIT takes performance-based path on autonomous driving safety: China’s Ministry of Industry and Information Technology finalised the mandatory GB 44721 standard for L3 and L4 autonomous driving, requiring a Safety Case mechanism of declaration-evidence-verification rather than specific sensor hardware — after Xiaopeng Motors Vice President Yu Tao publicly debunked a false social-media claim that the standard would force L3 to use radar and L4 to include LiDAR. The product-neutral approach gives Jameel’s partner brands technology-pathway freedom as they develop autonomous driving roadmaps for both the China market and export vehicles. (d1ev.com, 1 Jul 2027; d1ev.com, 1 Jul 2027)

  • Battery safety upgrade and UK EV taxation converge on BEV economics: China’s new mandatory GB38031-2025 battery safety standard raises the pass threshold from “alarm within 5 minutes” to “no fire, no explosion”, raising the production baseline for all Chinese EV exports including GAC AION (UK) and BYD (Türkiye) — while the UK confirmed an EV mileage tax (eVED) of 3 pence/mile from April 2028 that would add approximately £180–210 per year to BEV operating costs. The dual development tightens both the compliance burden and the ownership-cost advantage for Chinese-brand EVs entering the UK market. (d1ev.com, 30 Jun 2027; d1ev.com, 1 Apr 2028)

SECTION 2 — PARTNER BRAND WATCH (CHINA)

  • Chery hits 20 million global sales, launches Fengyun A9: Chery Group announced on July 25 that it had reached 20 million cumulative global sales, with the Fengyun A9 (风云A9) pure electric sedan delivered as the 20-millionth vehicle, according to Gasgoo and Yicai. H1 exports reached 943,800 vehicles (up 71.5% year on year), with European sales of 174,000 (up 212%). The company said it is repurposing its South Africa Rosslyn plant, retaining all 692 employees and supporting nearly 3,000 upstream and downstream jobs. (yicai.com, 25 Jul 2026; auto.gasgoo.com, 25 Jul 2026)

  • Fengyun A9 detailed specifications: The Fengyun A9 is priced at 109,900–129,900 yuan (RMB 110,000–130,000), equipped with a 70 kWh LFP “Rhino Battery”, delivering 655 km CLTC range from a single front motor producing 178 kW, per Gasgoo. The LiDAR variant features the Falcon assisted-driving system with 1×128-line LiDAR, 3 mmWave radars, 11 cameras, and 12 ultrasonic sensors supporting highway and city NOA. The car earned a 2026 German Red Dot design award. (yicai.com, 25 Jul 2026; auto.gasgoo.com, 25 Jul 2026)

  • Chery pivots strategy amid domestic pressure: Yin Tongyue’s “no more involution” statement followed H1 data showing the premium brand Exeed fell 44.9% to 60,208 units and the Huawei-partnered Luxeed dropped 56.9% to 44,929 units, according to Yicai. He acknowledged that Chery deliberately reduced domestic dealer inventory by 150,000 vehicles in H1 to improve channel health, and described the Fengyun A9 as a product that could make “performance jump” in H2. (yicai.com, 25 Jul 2026; auto.gasgoo.com, 25 Jul 2026)

SECTION 3 — CHINA MARKET DYNAMICS

NEV & Technology

  • Mandatory L3/L4 autonomous driving standard finalised: The Ministry of Industry and Information Technology published the mandatory GB 44721 standard for L3 and L4 autonomous driving systems, effective July 1, 2027, upgrading the previous recommended standard to compulsory status, according to D1EV. The standard requires a Safety Case mechanism integrating simulation, proving-ground, and road testing into a unified verification framework. L3 focuses on mandatory risk-degradation if the driver fails to take over; L4 requires the system to handle risk independently without relying on remote assistance. New models must comply from the effective date, with a 12-month transition for existing approved models. (d1ev.com, 1 Jul 2027; d1ev.com, 1 Jul 2027)

  • Battery safety standard upgrade takes effect: The mandatory GB38031-2025 standard for EV traction batteries is now in effect, upgrading the safety threshold from “alarm within 5 minutes” to “no fire, no explosion,” with a one-year transition for previously approved models until June 30, 2027, per D1EV. (d1ev.com, 30 Jun 2027)

Dealer & Distributor

  • Chery performs domestic dealer destocking: Chery deliberately reduced its domestic dealer inventory by 150,000 vehicles in H1 2026 — a move Yin Tongyue described as “squeezing out water” — to improve channel health ahead of its H2 product offensive, according to Yicai. (yicai.com, 25 Jul 2026)

Policy & Regulatory

  • CAAM opens methanol range extender and technical standards for comment: CAAM released four draft group standards for public comment on July 23, including technical specifications for methanol-fuel range extender controllers — a technology pathway that may have relevance for markets with methanol infrastructure. Additional drafts cover off-road intelligent vehicle level classification, adaptive power regulation for orderly EV charging, and passenger car brake drag performance. (caam.org.cn, 23 Jul 2026; caam.org.cn, 23 Jul 2026)

  • China-EU automotive data space cooperation proceeds to implementation: CAAM, the German Association of the Automotive Industry (VDA), and the Catena-X network signed two cooperation agreements at the 16th China Auto Forum in Shanghai on July 22, advancing from a strategic MoU toward concrete technical work on a China-EU trusted data space, with the battery passport as the first use case, according to CAAM. The data infrastructure is designed to help Chinese automakers comply with international regulatory rules as export volumes grow. (caam.org.cn, 23 Jul 2026)

SECTION 4 — INTERNATIONAL CONTEXT

  • UK confirms 2028 EV mileage tax (eVED) from April 2028: The UK government confirmed on July 13–14 that it will introduce an Electric Vehicle Excise Duty (eVED) from April 1, 2028, levying 3 pence/mile on battery-electric vehicles and 1.5 pence/mile on plug-in hybrids, according to D1EV citing Auto Express. Mileage data will be collected through MOT odometer readings and owner self-declaration — not GPS tracking, as the government clarified. At a UK average of 8,000 miles/year, eVED would add approximately £240/year, on top of standard Vehicle Excise Duty (VED) which EVs will also pay from 2028 — narrowing the total-cost-of-ownership advantage of BEVs. The policy directly affects the value proposition of GAC AION in the UK, where Jameel Motors distributes the brand. (d1ev.com, 1 Apr 2028; d1ev.com, 1 Apr 2028)

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 Category: CN-SECTOR |

  2. [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 |

  3. [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 1 Category: CN-SECTOR |

  4. [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 1, SECTION 3 Category: CN-SECTOR |

  5. [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 1, SECTION 4 Category: CN-SECTOR |

  6. [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 |

  7. [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 3 Category: CN-SECTOR |

  8. [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 |

  9. [CN] 中国汽车工业协会关于《乘用车制动器动态拖滞性能要求及台架试验方法》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_5237245.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: 《乘用车制动器动态拖滞性能要求及台架试验方法》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汽车制动专委会秘书处。 202 Used in report: Yes | Cited in: SECTION 3 Category: CN-ASSOCIATION |

  10. [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 3 Category: CN-ASSOCIATION |

  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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