Nezha Auto has become a "half-finished project," leaving 400,000 car owners in great distress.

Nezha Auto to Disconnect Internet Due to Arrears

Overnight, 400,000 Nezha car owners are facing vehicle network disconnection, and the aftershocks of Nezha Auto's crisis are still reverberating.

Recently, Lenovo DigiLink released a statement titled "Regarding the Disconnection Triggered by Arrears in Unisound's Connected Car Internet Traffic Service".

Image source: Weibo

A disconnected electric vehicle means that the car's infotainment system cannot access the internet, causing functions such as remote vehicle control, real-time navigation, and App remote monitoring to fail overnight. Even the Bluetooth key unlocking may malfunction, leaving the owner trapped in the garage. Owners need to carry the physical key with them at all times.

Although it does not affect the normal use of the vehicle itself, it goes against the original intention of many car owners when they purchased new energy vehicles.

Many netizens have referred to this situation as a "failed car", drawing an analogy to a "failed building", which is quite accurate.

Lenovo DigiLink's statement shifts the blame to the other side, stating that Unisound (the parent company of Nezha Auto) has failed to pay the relevant service fees on time. After months of communication and negotiation, the two parties still haven't reached an agreement on the payment issue.

Therefore, in accordance with relevant laws and the contract between the company and Unisound, all vehicles with arrears will gradually have their systems disconnected starting this month. Meanwhile, in response to the needs of car owners, DigiLink will launch the "Nezha Car Owners' Traffic Assurance Plan" to ensure the subsequent traffic service for Nezha car owners.

On the evening of September 11th, Nezha Auto also issued a statement regarding the disconnection of its connected car service, shifting the blame back.

Nezha Auto claims that Lenovo DigiLink "unilaterally terminated the connected car internet traffic service" without prior notice. Going forward, the management will maintain communication with Lenovo DigiLink and reserve the right to pursue legal liability.

At the same time, Nezha Auto's solution for car owners is: To avoid affecting your driving experience, it is recommended that you carry the Nezha smart key with you when driving.

Image source: Weibo

Before the statement, a large number of car owners had already received official text messages emphasizing the upcoming disconnection and guiding them to purchase traffic on their own.

Image source: Weibo

Regarding the sudden disconnection, one side claims it's due to "long-term non - payment of arrears", while the other says it's "unilateral breach of contract by the other party". Regardless of whose problem it is, hundreds of thousands of Nezha car owners have truly become the victims of this blame - shifting game.

Previously, Nezha Auto promised free traffic to car owners when they purchased the cars, which is a common promotional strategy used by many new - force car manufacturers to boost sales.

For example, the purchase policy for the Nezha V includes free global and lifetime connected car internet traffic, covering basic functions such as daily navigation and online music.

The Nezha S comes with 5 years of free entertainment traffic (5GB per month), supporting entertainment functions such as online videos and music.

With this large - scale "blame - shifting" drama unfolding, these promised benefits have now vanished into thin air.

Nezha Auto's Self - Rescue: A Slow Boiling Frog

Since the crisis broke out in 2024, Nezha Auto's predicament is more like a "chronic illness". No one knows how long it will last, nor whether it will recover.

Since June, there have been several "back - and - forth" situations.

On June 12th, the National Enterprise Bankruptcy and Reorganization Case Information Network officially announced that Unisound New Energy, the parent company of Nezha Auto, had been ruled by the court to undergo bankruptcy reorganization, and over 1 billion yuan worth of equity was frozen.

Meanwhile, Nezha Auto also issued a "Reorganization Statement" to publicly solicit potential investors. In other words, it's looking for someone to provide a "life - saving blood transfusion".

Image source: Nezha Auto

This morning, the first creditors' meeting for Nezha Auto's "bankruptcy reorganization" case was officially held online.

Image source: Yicai Global

The management disclosed that as of August 31st, a total of 1,631 creditors (Unisound New Energy) had filed claims with the court, with a total claimed amount of over 26 billion yuan. Among them, the total amount of recognized claims is currently about 5.1 billion yuan.

In addition to the 5.1 billion yuan in external debt, as of the end of August 2025, Nezha Auto still owes approximately 460 million yuan in wages, economic compensation, subsidies, welfare, reimbursement, and housing provident funds to more than 5,000 employees.

Unfortunately, while the debts are piling up, the company's finances are in a tight spot.

The management revealed that Nezha Auto's book balance of monetary funds is approximately 15.4591 million yuan, including about 420,000 yuan in acceptance guarantees, and the bank deposit is about 15 million yuan.

Of course, there is still a glimmer of hope in the despair. After the pre - recruitment of potential investors for the bankruptcy reorganization ended, a total of more than 70 investors signed up. Currently, the identities of these potential investors have not been disclosed, and it's unclear whether they are car manufacturers, capital institutions, or cross - industry players.

Moreover, it was also mentioned in today's meeting that Nezha Auto currently has over 400,000 car owners. If the debtor stops operating, the needs of car owners will not be met, and their rights and interests will be difficult to protect.

Put simply, Nezha Auto now has to face a real - world problem: If it fails to be rescued in the end, how can it give a satisfactory explanation to 400,000 car owners?

We may find some inspiration by looking at past experiences.

Firstly, for car brands backed by large groups, the parent company or partners usually take on the responsibility, which seems to be the most effective solution at present.

For example, after the crisis of Jiyue Auto, Baidu and Geely jointly issued a statement, promising to provide backup services for Jiyue car owners. The after - sales warranty and maintenance services were taken over by Lynk & Co. After more than half a year of adjustment, Lynk & Co has initially sorted out its after - sales cooperation with Jiyue. The prices of repair parts remain the same, and the waiting time for parts is about 20 days, greatly alleviating the anxiety of car owners.

Image source: Weibo

Secondly, due to the particularity of the new energy vehicle industry, some third - party service guarantee mechanisms have emerged, which can provide cross - brand and cross - enterprise backup services. Such third - party guarantee mechanisms may offer a scalable solution for the current situation of the new energy vehicle industry.

All in all, regardless of the outcome, whether it exits the market or not, the situation of "400,000 car owners losing internet connection overnight" should not have happened. Upholding the promises made to users is the responsibility and final dignity of a car manufacturer, and the solutions it provides will also be an important mark for the maturity of China's new energy vehicle industry.

Some Rejoice, Some Sorrow

In 2025, the automotive industry is becoming increasingly competitive, and the law of the jungle is fully manifested.

In August, new - force car manufacturers released their sales results, and it can be said that "happiness and sorrow are not shared among people".

Image source: Auto Commune

Leapmotor and XPeng are the two new - force car manufacturers most likely to achieve their annual sales targets. Leapmotor once again took the top spot with 57,066 vehicles sold, marking its sixth consecutive month at the top of the new - force list.

NIO, which has been struggling with losses, managed to turn the tables with the release and strong sales of the NIO ET9, and its sales finally exceeded those of Li Auto after 34 months.

On the other hand, Li Auto, which was overtaken, has had a tough time recently, with three consecutive months of declining sales, reaching just over 28,000 in August.

Of course, at the end of the long line of new - force car manufacturers, there are still many bankrupt new - force players, including Nezha Auto, struggling to survive.

For example, WM Motor announced the resumption of production for some models, and Jiyue also signaled the restart of production. However, the reality may not be that simple.

On the one hand, after bankruptcy, the market credibility has been completely lost. Most consumers, suppliers, and the capital market are taking a wait - and - see attitude and are unlikely to regain their previous trust.

On the other hand, in the increasingly saturated new - force market, the competition for a seat at the table is extremely fierce. Can the market still accommodate those "wanting to restart"? It's an open question.

In short, in the turbulent new energy vehicle market, the story of "the strong preying on the weak" continues to unfold.

This article is from the WeChat official account "Internet Headlines", author: Song Hui. It is published by 36Kr with permission.