Li Auto has surpassed a total of 3,400 supercharging stations as of October 9, 2025. This expansion highlights the significant growth in the electric vehicle (EV) charging infrastructure across the country.
1. New Energy Vehicle Charging Surges During National Holiday
According to a report from People’s Financial News on October 9, the National Charging Infrastructure Monitoring Service Platform has revealed that from midnight on October 1 to midnight on October 8, there were a total of 5.169 million charging sessions for new energy vehicles on highways, amounting to 123 million kilowatt-hours of electricity consumed. This represents an average daily charging amount of 15.359 million kilowatt-hours, which is 2.59 times the average of regular days this year, and shows a 23.61% increase compared to the May Day holiday this year, and a 45.73% increase compared to last year’s National Day holiday, setting a new historical record.
Commentary: The record high for charging data during the National Day holiday indicates a continuous rise in the penetration rate of new energy vehicles. This data strengthens market expectations for profitability among charging station operators, while midstream equipment manufacturers are also likely to benefit from increased demand. This trend reflects the effectiveness of green consumption policies, providing fundamental support for the new energy sector. The high-capacity charging scenarios will test the grid’s capacity and may drive demand for energy storage and smart grid technology iterations.
2. Li Auto Launches 105 Supercharging Stations in Week 40 of 2025
On October 9, Li Auto announced that it would launch 105 new supercharging stations in the 40th week of 2025, bringing the total number of stations to over 3,400. As of October 5, Li Auto has established its supercharging stations across 269 cities nationwide.
Commentary: The accelerated expansion of Li Auto’s supercharging network signifies that its energy replenishment system is entering a phase of scale. This move will solidify the brand’s service barrier in the high-end new energy market and positively impact the company’s valuation. The rapid development of charging infrastructure will directly benefit charging module manufacturers and service operators, increasing the visibility of orders for midstream enterprises. This shift reflects a transition in the new energy industry from product competition to ecosystem competition, demonstrating a collaborative development effect for the smart electric vehicle sector.
3. Dongfeng and Huawei’s DH Project Seeks Brand Name
On October 9, Dongfeng’s Yipai public account invited netizens to suggest a brand name and logo for the DH project created in partnership with Huawei. The DH series will focus on mid to high-end intelligent models, targeting users who value “steady progress, family-oriented quality, and the pursuit of a better life.”
Commentary: The collaboration between Dongfeng and Huawei on the DH project marks a significant step in the cross-industry partnership between traditional automotive companies and tech giants. This initiative provides technical backing for Dongfeng’s transformation toward intelligent vehicles, reshaping its market valuation logic. The expansion of Huawei’s smart vehicle model will enhance the prosperity of the intelligent driving supply chain, benefiting suppliers of core components like lidar and cabin chips. The project’s positioning in the high-end market may trigger a new round of competition among new energy vehicle manufacturers in the realm of intelligent experiences. The trend of technology empowering the automotive industry is deepening, bringing structural opportunities to the intelligent connected vehicle sector.
4. Buick’s Zhijing L7 Deliveries to Begin on October 20
On October 9, Buick announced that the Zhijing L7, which received 12,000 pre-orders within ten days of its launch, is expected to start deliveries on October 20. The Avenir version, which includes options for the “Extreme Night Star” interior and 20-inch starlight turbine wheels, is anticipated to begin deliveries in December due to parts stocking and announcement review cycles.
Commentary: The Zhijing L7’s achievement of 12,000 pre-orders within ten days validates the market’s recognition of traditional automakers’ efforts to transition to electric vehicles. This data boosts expectations for SAIC Motor’s new energy business and supports a revaluation of the automotive sector. The concentrated delivery of mid to high-end electric vehicle models will intensify competition in niche markets, driving demand for intelligent cabins and customized configurations. The electrification breakthroughs of traditional brands inject new momentum into the automotive sector, highlighting that the industry transformation is entering a phase of resonance between capacity and demand.
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