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GAC, Changan, Chery Signal China EV Ambition

GAC, Changan, Chery Signal China EV Ambition

12 min read

GAC, Changan, and Chery have each underscored a different pillar of China’s EV rise: GAC is nearing its 30 millionth vehicle milestone with 773,100 first-half sales, Changan helped shape the world’s first global ADS regulation for L3+ automated driving, and Chery’s Fulwin A9 enters presale from RMB 115,900 with a 70 kWh battery, 655 km CLTC range, and lidar. Together, the moves show Chinese EV brands competing not just on price, but on standards, software, safety, exports, and ecosystem strength.

China’s auto industry delivered three important signals this week: GAC is preparing to celebrate its 30 millionth vehicle rollout on July 16, Changan has helped shape the world’s first global technical regulation for automated driving systems, and Chery has opened presales for the all-electric Fulwin A9 in Beijing. Taken together, the announcements show how Chinese carmakers are no longer competing only on price or volume—they are increasingly trying to lead on manufacturing scale, global expansion, software-defined vehicles, battery safety, and next-generation driver assistance.

GAC nears a 30 million-vehicle milestone

GAC Group said it will hold a “30 million users gratitude event” on July 16 to mark the rollout of its 30 millionth complete vehicle. The milestone comes as the Guangzhou-based automaker reports steady overall growth and a much faster expansion in its self-owned brands and overseas business.

In the first half of 2026, GAC posted:

  • 773,100 total vehicle sales, up 2.35% year-on-year
  • 346,000 self-owned brand sales, up 35.69% year-on-year
  • 121,500 self-owned brand exports, up 132% year-on-year

That mix matters. For years, GAC’s reputation rested heavily on joint ventures. Now, the company is signaling that its next phase will be driven by its own brands, its EV ecosystem, and a more systematic international push under its “One GAC 2.0” strategy.

GAC’s user-service play is becoming a real differentiator

Beyond sales, GAC is emphasizing service infrastructure—an increasingly important battlefield in China’s EV market.

Key initiatives include:

  • A plan to build 1,000 county-level authorized stores this year
  • 600 county-level outlets already approved by the end of June
  • A “Super Butler” service promise with 5-second response and 2-hour issue resolution targets
  • A “9 vertical, 10 horizontal” charging network covering 213 Chinese cities
  • More than 27,000 self-operated charging piles
  • In core urban areas, a target of having a charging site within roughly 1 km

For EV buyers, this is more than branding. As China’s market matures, aftersales support, charging convenience, and digital customer service are becoming central to retention and resale confidence.

Safety and manufacturing remain central to GAC’s message

GAC also used the milestone to reinforce its quality narrative. The company says its battery and safety systems now back up its scale claims with measurable field data.

Notable figures include:

  • Nearly 2 million users served by GAC’s Xingling safety system
  • 6.28 million potential incidents prevented, according to the company
  • 1.5 million vehicles equipped with its magazine battery
  • More than 160 billion km of cumulative driving with a stable safety record

On the manufacturing side, GAC highlighted the GAC Aion lighthouse factory, which it describes as the world’s first lighthouse factory for new-energy vehicles and a national-level zero-carbon plant. The facility can reportedly produce one vehicle every 53 seconds and supports over 100,000 personalized configurations across more than 20 model/color combinations.

The company also says each new vehicle undergoes:

  • Testing by 500+ engineers
  • Thousands of days and nights of development work
  • Nearly 10,000 validation tests
  • More than 13 million km of equivalent testing mileage

Changan helps shape the first global ADS regulation

While GAC’s story is about scale and execution, Changan’s latest announcement is about influence. In June 2026, the ADS GTR—a global technical regulation for automated driving systems—was officially released, led jointly by China, the EU, the UK, the US, Canada, and Japan.

According to the source material, this is the world’s first unified technical regulation for automated driving, aimed at harmonizing rules for vehicles equipped with Level 3 and above autonomous driving capabilities.

Why ADS GTR matters

Until now, automated driving regulation has developed unevenly across markets. That creates friction for automakers trying to develop, certify, and sell advanced-driver-assistance or conditional automated driving systems internationally.

The new regulation is designed to standardize:

  • Core technical indicators for automated driving products
  • Manufacturer management requirements
  • Safety management processes
  • Standardized safety documentation
  • Test and validation procedures
  • Post-sale and post-launch safety supervision

In practical terms, that could lower compliance complexity over time and help cross-border trade in intelligent vehicles—provided national implementation remains aligned.

Changan’s role highlights China’s standards push

Changan said it deeply participated in drafting the regulation, contributing experts, large-scale real-world test data, and proposals covering:

  • Simplified type-approval materials
  • Human-machine interaction principles for ADS
  • Definitions for ADS activation status

The company says it has participated in the development of 270+ standards overall, including 60+ in intelligent vehicle technologies. It also noted that it has helped lead Chinese standards such as:

  • Automotive driving automation classification
  • Intelligent connected vehicle terminology and definitions
  • Coordinate systems for intelligent connected vehicles

That is strategically important. Standards are often underestimated in the EV conversation, but in software-defined mobility they can be as important as hardware. Companies that help write the rulebook are often better positioned to commercialize at scale.

Changan’s autonomous-driving credentials

Changan also tied the regulation to its in-house intelligent driving development.

The company says:

  • It is among the first Chinese automakers to receive formal L3 autonomous driving access qualification
  • Its Tianshu Navigation intelligent assisted driving system has supported over 1.2 billion km of driving
  • It has completed nearly 10 million parking-assist driving events
  • It has handled more than 10 million safety-avoidance events
  • Its urban navigation testing exceeds 5 million km

The broader takeaway is that Chinese OEMs are no longer just adapting to global standards—they increasingly want to co-author them.

Chery Fulwin A9 targets young EV buyers with tech and design

The third major story comes from Chery, which launched presales for the Fulwin A9 on July 9 in Beijing. Chery positions the model as a long-range intelligent electric coupe-sedan, with three variants priced from RMB 115,900 to RMB 135,900.

That price band puts the A9 into one of China’s fiercest EV segments, where design, cabin computing power, battery safety, and advanced driver assistance increasingly determine competitiveness.

Chery is selling lifestyle as much as specification

The launch event was deliberately unconventional, framed as a fashion-tech showcase rather than a standard product briefing. That may sound cosmetic, but it reflects a real market trend: Chinese automakers are increasingly targeting younger buyers who see a car as part of personal identity and digital lifestyle.

Chery said the Fulwin A9 was co-created through:

  • Input from 10,000+ young users
  • More than 300 co-creation sessions

At the event, Chery also outlined what it called five standards for the “EV 2.0 era”:

  • AI intelligence that better understands users
  • Precision manufacturing quality
  • Full-domain safety
  • Eastern-inspired intelligent aesthetics
  • Global collaboration in R&D, standards, validation, and quality

Fulwin A9 key specs and technology

On paper, the Fulwin A9 is notable for combining a relatively affordable price with an unusually ambitious tech list.

Chery Fulwin A9 at a glance

ItemChery Fulwin A9
Presale priceRMB 115,900-135,900
Variants3
Battery70 kWh
CLTC range655 km
Cockpit chip3 nm high-performance chip
Memory/storage16 GB + 256 GB
Audio23 speakers
ADAS hardware1 lidar, 3 mmWave radars, 11 cameras, 12 ultrasonic radars, 1 high-performance driving chip
Drag coefficient0.223 Cd
High-strength steel ratio80%+
Torsional rigidity38,000 N·m/deg
100-0 km/h braking distance37.6 m

Smart cockpit and computing power

The A9’s strongest headline feature may be its 3 nm cockpit chip, which Chery says is class-leading for the segment. That matters because China’s smart EV market increasingly treats infotainment responsiveness as a core quality metric, not a luxury extra.

Other cockpit highlights include:

  • AI Lingxi cockpit 2.0
  • 16 GB RAM + 256 GB storage
  • Millisecond-level low latency
  • Carmind Pro × Doubao AI voice assistant
  • 23-speaker audio system
  • A “deep-sea quiet” cabin concept with layered acoustic insulation

Whether all of that translates into a class-leading real-world user experience remains to be tested, but the specification sheet is clearly designed to challenge more expensive rivals.

Driver assistance hardware punches above its class

Chery says the Fulwin A9 offers segment-leading hardware for its Falcon driver assistance system, including:

  • 1 lidar
  • 3 millimeter-wave radars
  • 11 cameras
  • 12 ultrasonic radars
  • 1 high-performance intelligent driving chip

It also uses a one-stage end-to-end algorithm and supports integrated driving and parking functions across highway, urban, and complex scenarios.

In the Chinese market, this is significant because buyers are increasingly comparing not only whether a car has ADAS, but also the sensor stack behind it. Lidar, once reserved for premium vehicles, is moving into more affordable segments.

Battery safety and structure are central to Chery’s pitch

Chery devoted a large part of the launch to safety, particularly battery safety—still one of the most emotionally important issues for EV buyers.

The Fulwin A9 features what Chery calls Rhino Battery 360 protection, including:

  • Cell-level protection designed to withstand extreme conditions
  • A claim of 10-needle penetration testing, described as 10x the national standard requirement
  • IP68 water resistance, described as far above the regulatory baseline
  • 31 layers of battery pack protection
  • Side compression resistance of 200 kN, or 2x the national standard
  • 24/7 cloud monitoring of 300+ battery signals

The body structure is also robust on paper:

  • 80%+ high-strength steel
  • 20% hot-formed steel
  • 38,000 N·m/deg torsional rigidity
  • 8 airbags
  • 1,987 mm side curtain airbag

These figures suggest Chery is aiming to reassure mainstream families as much as tech-focused early adopters.

Efficiency, range, and driving dynamics

The A9 comes standard with a 70 kWh battery and a CLTC range of 655 km, while Chery claims 90% battery capacity retention at -30°C. As always, cold-weather performance claims should be treated cautiously until independently verified, but the figure is aggressive.

Efficiency and chassis details include:

  • 12-in-1 integrated e-drive
  • Peak efficiency of 95%
  • Weight as low as 75 kg for the drive unit
  • Peak motor speed of 22,000 rpm
  • DP-EPS dual-pinion electric steering
  • Bosch IPB 2.0 brake-by-wire
  • 37.6 m braking distance from 100 km/h
  • 0.223 Cd drag coefficient

That blend shows how Chinese EVs are evolving: buyers now expect a car to be efficient, intelligent, safe, and stylish at the same time, even in the mass market.

Comparison: what these three stories reveal

These announcements are very different on the surface, but together they illustrate the new competitive logic of China’s auto industry.

CompanyCore announcementStrategic messageKey numbers
GAC30 millionth vehicle milestone on July 16Scale, service, global expansion, manufacturing quality773,100 H1 sales, 346,000 self-owned brand sales, 121,500 exports, 27,000+ chargers
ChanganParticipation in global ADS GTR releaseStandards leadership, intelligent driving credibility, compliance readiness270+ standards, 60+ smart-tech standards, 1.2 billion km assisted driving
CheryFulwin A9 presale launchAffordable tech-heavy EV for younger buyersRMB 115,900-135,900, 70 kWh, 655 km CLTC, 3 nm chip, 1 lidar

Why This Matters

The bigger story is not any single launch or milestone—it is the way Chinese automakers are broadening their competitive toolkit.

A few years ago, the global conversation around Chinese EVs often focused on:

  • Lower prices
  • Fast model cycles
  • Battery supply chain strength

Those advantages still matter. But the latest announcements show a more mature phase of competition built around:

  • Global industrial scale from companies like GAC
  • International standards influence from companies like Changan
  • Mass-market software and sensor sophistication from companies like Chery
  • Integrated ecosystems spanning charging, digital service, manufacturing, and safety

This is particularly important for overseas markets. Export success will depend not only on hardware quality, but also on compliance, local service support, data governance, software updates, and trust in driver-assistance systems.

Global implications for the EV market

For international automakers and suppliers, these developments are a reminder that Chinese brands are moving up the value chain quickly.

Several implications stand out:

  • Regulatory influence is shifting: China’s leading role in ADS GTR shows it is becoming a rule-maker in autonomous driving, not just a manufacturing base.
  • Export competition will intensify: GAC’s growth across 110 countries and regions, supported by 746 sales and service outlets, 6 overseas factories, and 9 overseas parts warehouses, suggests a deeper global footprint is already being built.
  • Tech expectations are rising in lower price bands: Chery putting a 3 nm cockpit chip and lidar into a car starting at RMB 115,900 raises the bar for value.
  • Service and charging matter more: EV competition is increasingly about ecosystem reliability, not just vehicle sticker price.

What to watch next

The next phase will be about execution.

For GAC, the key question is whether strong self-owned brand growth and export momentum can be sustained as global competition gets tougher and more localized.

For Changan, the real test is translating standards influence into scalable L3 and above deployments, both in China and overseas, without compromising safety.

For Chery, the Fulwin A9 must prove that its impressive launch specification can translate into real-world user satisfaction in software, ADAS performance, cabin quality, and efficiency.

What is already clear is that Chinese automakers are entering a new era. They are not simply building more EVs—they are shaping the infrastructure, standards, and consumer expectations that could define the next chapter of global electric mobility.

Sources

D1EV

电动汽车

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D1EV

电动汽车

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D1EV

电动汽车

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