EV Market & Policy: China’s NEV exports surged while domestic demand slid, with July exports up 57% YoY and NEVs driving most growth—an export-led strategy that also raises cost and business-model pressure. Battery Swapping Push: CAES and Kunming Development New Energy plan 100 Choco-Swap stations, signaling state-backed scale-up for swapping infrastructure. New Vehicle Launches: ARCFOX opened pre-orders for the αT7 smart coupe SUV (10,000+ orders in two hours) with Huawei ADS 5 Pro and CATL batteries; Chery’s Fulwin T7 targets the crowded ~100,000 yuan EV SUV lane with a 600 km claim and price cuts after pre-sales. Industry Planning: China’s MIIT outlined a 15th Five-Year Plan for intelligent connected NEVs, focusing on battery durability, autonomous safety, charging pilots, and vehicle-road-cloud trials. Corporate Moves: Rivian’s CFO Claire McDonough is set to leave for GE Vernova, rattling investor sentiment as the company pushes its lower-cost R2. Tech & Manufacturing Finance: PUTAILAI, SENASIC, and PIA Automation all reported interim results tied to batteries, smart chips, and automotive intelligent manufacturing equipment growth. Safety & Security: Police condemned car-torching at an A66 crash vigil as “completely unacceptable,” while authorities investigate links to organized crime amid wider violence.