China's carmakers set September records in a market that shrank 29%
Golden September lost nearly a third
The peak month went backwards. The China Passenger Car Association put national retail at 1.258m units for 1–27 September — down 29% year on year, up 1% on August — with year-to-date retail at 12.97m, down 22%, per IT Home's compilation. Wholesale was worse: 1.474m, down 30%. New-energy retail fell 20% to 827,000, and still took 65.7% of the market.
Part of that is calendar. Last September set a record as buyers rushed ahead of trade-in subsidy suspensions in some regions, and the fourth week this year collided with Mid-Autumn — daily retail averaged 54,000, down 42%, as CnEVPost notes.
Part of it is the hangover. 2025's trade-in programme covered over 11.5m vehicles, more than half of all retail. The NEV purchase tax went from fully exempt to half, worth up to 15,000 yuan (~$2,100) a car. Dealer inventory warning now sits at 63.2%, up 8.7 points, per TMTPost.
And yet everyone announced a record. BYD sold 463,561 in September, up 17%, with 179,877 overseas — up 153.9%. Chery moved 292,308 units and exported 207,814 of them, which is 71% of its month. Geely exported 106,700 of 292,168, up 162%. Great Wall's total fell 14% to 114,944, of which 60,019 went abroad.
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The wires made BYD the subject
Western coverage led with the escape hatch. Reuters-sourced write-ups framed the day as BYD's exports jumping 154% amid weak China demand — company as protagonist, domestic weakness as backdrop.
The mainland business press inverted it. TMTPost's two pieces make the shrinking base the subject and the policy calendar the cause, then ask which firms are structurally exposed. One investor quoted by TMTPost's survey of the new entrants put it as a shift from racing to see who runs fastest to seeing whose health bar is thickest. Nobody in either account thinks domestic demand comes back in Q4.
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A chocolate joke ended a teaching job
Beijing Institute of Technology fired a law lecturer on 29 September. Pei Yi, an assistant professor whose elective covered protection of women's rights in the digital age, had described the course in a student enrolment chat using a word that readers took as invoking the online meme that chocolate kills dogs — read as an insult to men. Older social posts and a classroom line about why all seven Politburo Standing Committee members could not be women surfaced next. The university cited serious violation of teaching ethics, per Sing Tao.
The escalation is the story. Initium's reconstruction traces the complaint from the chocolate line to accusations touching national security, here. A blogger posted; the course was suspended; the contract was gone inside a week. No formal process in a Chinese university moves at that speed — which is precisely why this route gets used.
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New PLA colleges, and Guowang's heavy satellites
Three new colleges opened Wednesday. The PLA Army Engineering University stood up a College of Unmanned and Intelligent Engineering plus NCO colleges for combat support and equipment support, with the National Defence University adding institutions the same day, including for discipline inspection, per SCMP. Drones and internal policing, taught on the same day, two years before the army's 2027 centennial.
Meanwhile the state constellation is finally climbing. Guowang, the secretive network run by state-owned China SatNet, filed for 12,992 satellites with the ITU in 2020. Mass estimates near 1,000kg are abnormally heavy for a communications bird; a CASC publication lists laser comms, synthetic-aperture radar and optical remote sensing among its payload types, per ChinaTalk. It had launched 15 satellites by the start of 2024. Starlink launched roughly 2,000 in 2023 alone.
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Hubei pays for robots, Shanghai polices personas
Fifteen percent off a robot dog, from 1 October. Hubei expanded trade-in subsidies to embodied robots, cooking robots, exoskeletons, companion robots and robot dogs, translation earbuds, drones and blood-pressure monitors — 15% of final price, capped at 1,500 yuan (~$211) per item, per IT Home. The authority cited is a joint "AI plus consumption" directive from eight ministries.
The same week, Shanghai's internet regulator named AI a child-safety risk. Seventeen platforms — Bilibili, Xiaohongshu, Pinduoduo, Ximalaya, Soul, China Literature, miHoYo — were convened on 30 September around seven categories of harm to minors, also via IT Home. The sixth is AI-derived: face-swapping and virtual personas producing emotional manipulation. The instruction is to move from cleanup to prevention, through algorithm tuning and the minors' mode.
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Cloudflare's new models are Qwen underneath
The substrate question answered itself. Cloudflare launched open-weight multimodal decision models Clef and Clef-flash, built on Qwen3.8-27B and Qwen3.5-9B, per The Register via Techmeme. Hours later Nvidia priced a 64GB DGX Spark at $4,999, shipping 23 October, and used Qwen3.8-27B as the demo workload — about 56GB usable for weights and KV cache, two nodes giving 1.7x throughput, per IT Home.
American products now ship on Alibaba's weights, and nobody calls it news.
The agent layer is where the two internets diverge. TMTPost's argument is that there will be no Chinese Muse — Meta's personal agent hit 2.5m downloads and 642,000 US mobile daily actives against ChatGPT's 231,000 at the same stage, then got blocked by Amazon over unauthorised access. In China the blockers come first: the second-generation Doubao phone still cannot automate inside WeChat, Taobao, Xiaohongshu or Meituan delivery.
Tencent is both Muse and Amazon, which is the whole problem — its agent is blocked going out, and blocks others coming in. Alibaba has the only clean purchase loop and the most search-ad revenue to lose by using it.
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Yau thanked two chatbots in his acknowledgements
The paper claims problem two on his own list. Shing-Tung Yau — the Fields medallist who left Harvard for Tsinghua — and two co-authors posted a construction of positively curved metrics on all 28 smooth structures of the seven-dimensional sphere on 24 September. The acknowledgements thank GPT-6 Astra and Claude Pro for help exploring proof strategies and computations, with verification left to the humans, per QbitAI. A 2008 claim on one such sphere never cleared review.
Three years ago he said AI could not touch the best mathematicians. QbitAI traces the softening to July, when he told students to learn the tools. Worth noting how fast the method travelled: within a week, authors at Nankai, Tianjin Normal and Southeast University had extended the two-disk framework to eleven-spheres. The technique propagated faster than peer review can run.
Elsewhere in national pride: the men's football team lost 0-5 to Palestine in Chongqing, per Jiemian.
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Threads we are pulling
- Huawei partly took the wheel back. Following yesterday's piece on the AITO handover: Huawei and Seres signed a new five-year agreement on 30 September forming a dedicated joint AITO team under an exclusive-franchise model, with 1.2m AITO owners now, per GeekPark. Fifteen days after Seres took product, marketing, channel and service, Huawei is posting staff back in. Seres shares fell 5% on the news. My read holds: the dispute was about the fee, not about who drives.
- Cambricon's numbers got rebuilt. Following yesterday: Leiphone details how Liang Jun, the former executive who has lost six actions over forfeited incentive shares, moved his claim from 4.287bn yuan (~$604m) to 27.832bn yuan (~$3.92bn) — roughly 11.52m shares valued at the 1,620-yuan peak of 3 July. Against first-half revenue of 5.996bn yuan (~$845m), up 108%, 99.98% of it from the cloud line.
- DeepSeek shipped a desktop and tripped the telemetry wire. DeepSeek Harness Desktop for macOS and Windows drew 328 points on Hacker News, where the top complaint was telemetry enabled by default in the desktop build but not the web CLI, with commenters trading a config patch to switch it off, product page here. Sentiment, not finding — but the people shipping this to enterprises will hear it first.
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