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China’s “Golden September” disappoints as electric cars close the gap

The usual seasonal boost in September fails to materialize. New-energy vehicles are gaining ground and narrowing the lead held by combustion cars.

15 October 2026 1 min read 0 views

China’s car market is entering the autumn period without September’s usual sales surge, despite the month traditionally being favorable for deliveries. The slowdown is reducing expectations for the so-called “Golden September” and confirms that demand remains selective.

Meanwhile, new-energy vehicles (NEVs), including battery-electric cars and plug-in hybrids, continue to gain ground against internal-combustion vehicles (ICE). The shift between the two categories is accelerating, driven by a broader product range and price pressure, making the transition increasingly urgent for traditional automakers.

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