**Hot Topics**

**Model Y L Selling 10,000 Units Daily? Blogger Disputes Claims** Recent media reports suggested that Tesla store sales staff in Beijing revealed the Model Y L has been selling extremely well, with 120,000 orders since its launch on August 19, averaging nearly 10,000 orders per day. However, renowned automotive blogger "Sun Shaojun09" disclosed that according to various sources, Tesla likely didn't exceed 20,000 units last week, falling significantly short of the reported figures. Tesla's six-seat Model Y L was officially launched on August 19, starting at 339,000 yuan. The newly designed Model Y L significantly expands body dimensions, offering more spacious interior and adopting a six-seat configuration.

**Regulators Reportedly Consider Banning Fully Hidden Door Handles** Media reports indicate that automotive company R&D personnel revealed regulatory authorities are contemplating an industry-wide ban on fully hidden door handles. Sources stated that relevant meetings were held today to discuss this matter. According to meeting outcomes, future regulations will explicitly prohibit fully hidden door handles, allowing semi-hidden and traditional handles while requiring mandatory mechanical redundancy structures.

**NIO Day 2025 Scheduled for September 20, New ES8 to Launch** NIO announced that NIO Day 2025 will be held on September 20 at Hangzhou Convention and Exhibition Center, with the new ES8 officially launching. Previously, NIO's new ES8 was unveiled on August 21 with pre-sales beginning simultaneously, featuring three models with purchase prices ranging from 416,800-456,800 yuan, or 308,800-348,800 yuan under battery rental arrangements.

**Xiaohongshu Reportedly Eyes $3 Billion Profit This Year** Reports suggest Xiaohongshu may achieve triple profit growth to $3 billion (approximately 23.4 billion yuan) in 2025, making commercialization progress that could enable public listing. Sina Technology contacted Xiaohongshu for comment but received no official response.

**Major Companies**

**POP MART: Nearly 10 Million Counterfeit Items Intercepted** POP MART disclosed that from January to mid-August this year, domestic customs intercepted 1.83 million counterfeit POP MART items across 237 batches destined for 61 countries and regions. Additionally, to enhance global rights protection efficiency, POP MART has completed customs registration in 27 countries and regions, gradually initiating overseas customs interception of infringing products. To date, total counterfeit items intercepted reached 7.91 million across over 240 batches.

**ByteDance and Ant Group Invest in Shanghai Chip Company** According to Tianyancha information, Xinquan Semiconductor (Shanghai) Co., Ltd. recently underwent business registration changes, with original shareholder Shanghai Lianzhi Venture Capital Management Center (Limited Partnership) exiting and new shareholders Shanghai Yunqi Enterprise Management Consulting Co., Ltd. (under Ant Group) and Accelerator XIII Ltd. joining. Registered capital increased from approximately 46.537 million yuan to approximately 50.297 million yuan. Founded in 2019, Xinquan Semiconductor focuses on ReRAM memory technology and related chip product development, covering AI computing-in-memory and system-level storage chips. ByteDance had already invested in the company by late 2024.

**New Products**

**iPhone 17 Series: Only 3 Models Getting 12GB RAM Upgrade** Latest reports suggest only the iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max will upgrade from 8GB to 12GB RAM, while the standard model retains 8GB. Apple's autumn product launch event will begin at 10 AM Pacific Time on September 9, or 1 AM Beijing Time on September 10, when the iPhone 17 series will debut.

**REDMI K90 Series Features 2K Narrow-Bezel Straight Displays** According to latest information from renowned digital blogger @Digital Chat Station, two flagship successor models will feature 2K straight displays across all variants, utilizing flagship-grade luminescent materials, supporting 3D ultrasonic fingerprint recognition, LTPS displays, next-generation DC dimming eye protection technology, and 19.5:9 large-radius narrow-bezel straight screens with impressive specifications. Combined with previous leaks, these models likely refer to the new REDMI K90 standard and REDMI K90 Pro versions.