On January 29, according to information released by the State Administration for Market Regulation, China further improved its defective products recall system during the 14th Five-Year Plan period. Over the five-year period, a total of 1,074 recalls were conducted for motor vehicles, involving 38.0352 million units, and 4,190 recalls for consumer goods, covering 40.4019 million items.
On January 28, Vietnam’s FPT Group announced the establishment of the country’s first locally-owned and operated semiconductor packaging and testing plant. The facility’s Phase 1 (2026–2027) will cover 1,600 m², housing six testing lines and a reliability testing zone, with completion expected by April 30. Phase 2 (2028–2030) plans to expand to about 6,000 m², adding packaging and testing lines to reach an annual capacity in the billions of units, focusing on IoT, automotive, and edge AI chips.
On January 30, Cailian Press learned from multiple independent sources that CATL's sodium-ion power batteries for passenger cars under the "NaXin" brand are set to begin extreme cold public testing next week. Models participating in the test include Changan Oshan, among others. Informed sources revealed, "In addition to Changan, passenger vehicle products from automakers such as GAC and JAC are also expected to be equipped with CATL's sodium-ion batteries."
On January 30, Shanghai's Development and Reform Commission and Finance Bureau announced a policy to support vehicle replacement. Individuals who transfer a passenger car registered in their name and purchase a new energy passenger vehicle (listed in the NEV purchase tax exemption catalog) or a fuel-powered passenger vehicle with an engine displacement of 2.0 liters or less are eligible for subsidies. The subsidy for purchasing a new energy passenger vehicle is 8% of the vehicle price, capped at 15,000 yuan. For purchasing a fuel-powered vehicle (2.0L or below), the subsidy is 6% of the vehicle price, capped at 13,000 yuan.
On January 30, 2026, the Phase 3 chemical-grade spodumene concentrate expansion project at Talison successfully produced its first batch of qualified products and has now entered the production ramp-up stage. The project will provide a stable supply of raw materials for Tianqi Lithium's global production bases, enhance synergy across the industry chain, and is expected to further strengthen the company's profitability.
On January 30, EVE Energy announced that its partially-owned affiliate HYD Investment Limited (15% indirect stake) has signed a framework agreement with Indonesian state-owned enterprises ANTAM and IBC to collaborate across the entire new energy vehicle battery industry chain in Indonesia. The required ore will be supplied by an ANTAM subsidiary. The parties will jointly develop an integrated battery industry chain project in Indonesia, encompassing mining, smelting, refining, precursor and cathode materials, battery production, and recycling, achieving vertical integration from mining to end products.
On January 30, Huayou Cobalt announced that its controlled subsidiary HYD has signed a cooperation framework agreement with ANTAM and IBC. The three parties will collaborate in Indonesia to develop the full industry chain for new energy vehicle batteries. According to the agreement, the parties intend to invest in and construct an integrated battery industry in Indonesia, aiming to establish the country as a production base for electric vehicle batteries and other battery application products. These products will supply the domestic Indonesian market, regional markets, and international markets, thereby contributing positively to Indonesia's sustainable economic development.
GAC Group disclosed its 2025 Annual Performance Forecast on the 30th. The announcement indicates that due to increased sales investment, higher asset impairment provisions, and reduced investment income, the company expects its net profit attributable to shareholders to decline year-on-year for 2025. Meanwhile, public information shows that GAC Group achieved annual retail sales of 1.8135 million vehicles across the entire group in 2025. Driven by reform measures, the company has recorded three consecutive quarters of quarter-on-quarter sales growth starting from Q2. Notably, Q4 retail sales exceeded 537,800 vehicles, marking a quarter-on-quarter increase of 25.56%. In 2025, overseas sales of GAC's proprietary brands reached nearly 130,000 units, representing a 47% year-on-year growth.
On January 30, Lang Xianpeng, former Senior VP of Autonomous Driving at Li Auto, announced via social media that he has moved to lead humanoid robotics development, stating he will "learn and welcome guidance." Reports indicate Li Auto has restructured its R&D into foundational models, software, and hardware teams, with Lang heading hardware for robotics instead of autonomous driving. CEO Li Xiang recently told staff the company will develop humanoid robots alongside vehicles and plans a prompt launch.
[Ministry of Finance: Sales of Products Related to Consumer Goods Replacement Program Exceed 2.6 Trillion Yuan in 2025] On January 30, Wu Gai, Deputy Director of the Economic Development Department of the Ministry of Finance, stated at a press conference held by the ministry that, according to preliminary statistics, the sales of products related to the consumer goods replacement program exceeded 2.6 trillion yuan in 2025. The program benefited approximately 360 million person-times. Within this initiative, over 11.5 million vehicles were traded in under the auto replacement scheme, with new energy vehicles accounting for nearly 60% of the sales generated by the automobile trade-in program.