（文章来源：新华财经） 船运调查机构ITS数据显示，马来西亚10月1日-31日棕榈油出口量为1639089吨，较前一月同期出口的 1558247吨增加5.19%。 ...

Core Insights - The establishment of Thailand's first training center for new energy vehicles (NEVs) at the Northeast Royal Polytechnic University, supported by GAC, aims to enhance education and practical skills in the NEV sector [1][2] - GAC's collaboration with the university and other partners focuses on integrating Chinese standards and technologies into Thailand's automotive industry, promoting the country as a hub for NEV production in the Asia-Pacific region [3][4] Group 1: Training and Education - The NEV training center has already trained over 300 students, primarily in mechanical engineering, since its inception [1] - The center provides a comprehensive platform for theoretical learning, practical operations, and technical research, addressing the talent shortage in Thailand's NEV industry [2][3] - The collaboration includes internships for students at GAC and related institutions, enhancing their skills in NEV technology [2][3] Group 2: Industry Development - Thailand's government aims for electric vehicles to account for 30% of total automotive production by 2030, indicating a strong push towards electrification [2] - GAC has seen significant growth in Thailand, with a 214% year-on-year increase in sales during the first half of the year, positioning itself among the top three NEV manufacturers in the country [2] - The partnership between GAC and the Northeast Royal Polytechnic University is expected to have a long-term impact on the NEV industry in Southeast Asia by cultivating internationally skilled professionals [3][4]

Core Insights - The overall energy consumption in China has continued to grow in the first three quarters of the year, supported by strong energy supply and investment, contributing to economic recovery [1] - The electricity consumption has been primarily driven by the tertiary industry and urban residents, accounting for a combined contribution rate of 54.5% [1] - Coal consumption has weakened due to the rapid growth of clean energy sources, while refined oil consumption continues to decline [1][2] Energy Consumption and Supply - In the first nine months, the total electricity consumption showed steady growth, with the maximum power load hitting new highs four times during the peak summer months [1] - Natural gas consumption saw a slight increase, with urban gas and power generation gas continuing to grow, while industrial gas consumption remained stable compared to last year [1] - Coal production from large-scale industrial sources increased by 2%, while crude oil and natural gas production rose by 1.7% and 6.4% respectively, providing strong support for energy supply [1] Market Dynamics and Policy Initiatives - The National Energy Administration has effectively guided coal market expectations and regulated coal supply, leading to a steady recovery in coal prices, with the spot price for 5500 kcal thermal coal reaching approximately 704 yuan per ton [2] - The third quarter saw the release of several policies aimed at integrating artificial intelligence with the energy sector, promoting new energy storage, and enhancing electric vehicle charging infrastructure [2] - The introduction of policies such as the "three-year doubling" action plan for charging facilities and guidelines for the construction of a unified national electricity market aims to facilitate high-quality development in the energy sector [2]

Core Insights - The global express market is expected to achieve a compound annual growth rate (CAGR) of 7.9% from 2025 to 2029, despite ongoing challenges in global trade [1] - The Asia-Pacific region is identified as a key growth engine for the express market, with a projected CAGR of 10.5%, significantly outpacing North America's 6.0% and Europe's 5.9% [1] - The B2C segment is driving strong growth in the express market, with a forecasted CAGR of 10.8% from 2025 to 2029, compared to the B2B segment's 2.5% [1] Industry Performance - Global logistics giants are experiencing varied performance; UPS has faced operational challenges leading to weak second-quarter results, while FedEx reported its strongest revenue growth since the pandemic [2] - Chinese logistics companies are outperforming the market due to diversified portfolios and efficiency improvements, with SF Express achieving record net profits in the first half of 2025 [2] - Regulatory interventions since July 2025 are expected to curb irrational price competition in China, paving the way for a more rational market structure and recovery in profit margins [2]

个股方面，比亚迪股份跌3.45%，小米集团跌2.17%，美团跌0.39%，滴普科技涨15.02%，三生制药涨 11.27%，工商银行跌0.50%，中国石油股份涨0.63%，赣锋锂业跌5.44%，阅文集团跌3.69%，小鹏汽车 跌1.36%，东方电气跌5.52%，汇丰控股涨0.09%，泡泡玛特跌3.57%，长实集团涨0.10%。 成交额前三的个股中，阿里巴巴跌4.07%，成交超162亿港元；腾讯控股跌3.38%，成交超130亿港元； 中芯国际跌5.30%，成交超82亿港元。 新华财经香港10月31日电（记者林迎楠）31日港股主要指数低开低走，截至收盘，恒生指数下跌1.43% 至25906.65点，恒生科技指数下跌2.37%至5908.08点，国企指数下跌1.91%至9168.58点。 当日恒指低开19.68点，开报26263.01点，开盘先在高点短暂震荡，后一路下跌，最终恒指跌376.04点， 主板成交超2576亿港元。截至收盘，上涨股票777只，下跌1434只，收平996只。当日，港股通（南向） 净流入超过87亿港元。 整体来看，多数板块下跌，生物医药、创新药等股多为上涨，银行、保险、石油与天然气等股有涨有 ...

其他品种方面，31日商品市场活跃品种大面积下挫，但除了贵金属和多晶硅以外，仍有豆粕、二号黄大豆、玉米、低硫燃料油等少数品种不同程度走高。 碳酸锂跌超3% 橡胶、甲醇等跌超2% 在经历了半个月左右的连续上涨之后，碳酸锂期货今日大幅回落，尾盘收跌3.42%，逼近80000万关口并领跌国内商品期货市场。此前，因枧下窝矿复产不 及预期，而下游需求较好，仓单持续去化，同时储能需求旺盛，该板块期股联动同步大涨。不过昨日宏观利好消息落地之后，商品短期获利了结压力加大， 包括铜、焦煤、碳酸锂在内的强势品种也未能幸免。碳酸锂后市来看，正信期货分析指出，未来走势取决于江西采矿证问题的走向。若江西采矿证合规问题 平稳落地，则市场又将交易过剩逻辑，锂价有回落的压力。反之，若停产扩大至江西其他几座锂矿，则锂价中枢可能进一步向上抬升。 新华财经北京10月31日电（吴郑思、左元）10月31日，国内商品多数下跌，碳酸锂跌超3%，20号胶、沪胶、集运欧线、甲醇、硅铁跌超2%，氧化铝、玻 璃、PVC、合成橡胶、丙烯、红枣、锰硅、生猪、塑料、纯碱、乙二醇、烧碱、PP、焦炭、工业硅跌超1%；多晶硅涨超2%，白银、豆粕、黄金涨超1%。 截至31日下午 ...

然而，就在此关键节点，文远知行首席财务官李璇31日在分析师群内"发声"，直指小马智行在港股路演 材料中对文远知行的业务数据及技术能力存在多项不实。 据介绍，李璇在声明中逐条反驳了小马智行的比较内容。针对运营区域，他强调文远知行已在北京、广 州两地公开提供纯无人Robotaxi（无人驾驶出租车）服务，并非如对方所称"仅北京1个地区"；在运营 数据方面，文远知行拥有超过700辆Robotaxi车队和2200天的公共运营记录，其商业化运营覆盖北京、 广州及中东等多地，招股书数据清晰可查，而非"已完成单数为0"。技术层面，李璇指出文远知行"一段 式端到端"技术已获博世、奇瑞等合作企业佐证，质疑小马智行在无规模化L2+项目的情况下自称实现 L4完全一段式端到端的可信度。此外，文远知行在11国30城的全球布局和7国自动驾驶牌照的资质优势 亦被重申为行业共识。 李璇表示，"小马智行的行为已超出正常竞争范畴。小马智行在路演和材料中有诸多片面不实、刻意贬 低文远知行的表述。此类行为无疑会损害其自身在行业内的信誉，相信任何秉持专业精神的市场参与者 都会对此有清晰的判断。文远知行要求其立即更正所有不实信息。" 新华财经上海10月3 ...

Core Insights - The forum held in Chengdu on October 29 is part of the 2025 Silver Economy High-Quality Development Forum, showcasing Ya'an's unique charm in quality cultural tourism and health care [1] - Ya'an is positioning itself as a significant destination for panda culture tourism, with nearly 400 wild pandas and over 60 captive pandas, and 39.45% of its area included in the Giant Panda National Park [1] - The city is also developing into a key destination for tea culture tourism, red tourism, and high-quality health care tourism in the Chengdu-Chongqing region [1] Group 1 - Ya'an's forest coverage rate is 69.42%, the highest in Sichuan Province, contributing to its reputation as "the lungs of Tianfu" and a "gene bank" for flora and fauna [2] - The city is focusing on creating forest health resorts and premium tourism routes, including hot spring resorts and cultural health destinations [2] - Ya'an is implementing a collaborative development strategy for the silver economy, integrating elderly care services with cultural tourism to enhance the health tourism sector [2]

Core Insights - BOE Technology Group reported a strong performance in Q3 2025, with a revenue of 154.55 billion yuan, a year-on-year increase of 7.53%, and a net profit of 4.60 billion yuan, up 39.03% year-on-year [2] - The company continues to lead the global semiconductor display industry, maintaining the top position in display shipments across major applications such as smartphones and TVs [3] - BOE's commitment to innovation is evident through its new high-end LCD technology, UB Cell 4.0, which won a global innovation award, showcasing China's strength in high-end display technology [3] Financial Performance - In Q3 2025, BOE achieved a revenue of 53.27 billion yuan, reflecting a 5.81% year-on-year growth, and a net profit of 1.36 billion yuan, which is a 32.07% increase year-on-year [2] - The overall revenue for the first three quarters reached 154.55 billion yuan, with a significant profit increase indicating robust operational performance [2] Technological Advancements - BOE has made significant strides in technology, launching the UB Cell 4.0 solution, which emphasizes eye protection and won the IFA 2025 global product innovation award [3] - The company has also established a new industry standard for image quality evaluation under real environmental lighting conditions, enhancing user experience [3] Strategic Collaborations - BOE has deepened its strategic partnership with JD.com through the "Double Jing Empowerment Plan," focusing on creating a high-value ecosystem in the display industry [4] - The collaboration aims to shift the industry from price competition to value integration and ecological win-win scenarios [4] New Growth Engines - The sensor business has emerged as a key growth driver, with a 57% year-on-year revenue increase in Q3 2025, indicating strong market demand [5] - BOE's MLED business also saw over 15% revenue growth, expanding its distribution network across all provincial regions in China and entering 32 overseas markets [5] Healthcare Innovations - The smart medical engineering sector reported a 16% increase in outpatient visits, with successful advanced surgeries demonstrating the integration of technology and healthcare [6] - Notable achievements include the first artificial heart implantation and the world's first reverse-folding spine correction surgery [6] Future Strategic Vision - BOE is focusing on AI-driven transformations across its operations, launching an AI factory to optimize production and management processes [7] - The company aims to lead the industry towards intelligent, green, and sustainable development, leveraging AI technology as a core driver [7]

新华财经北京10月31日电（记者安娜）国家能源局电力司副司长谭洪江10月31日说，今年7月、8月，我 国连续两个月用电量破万亿千瓦时，创世界纪录。今年7月以来，全国单日用电量超过300亿千瓦时的天 数高达66天，较去年增加29天，高用电量常态化特征愈加明显，反映出我国经济稳中有进的强大韧性和 活力。 谭洪江是在当日国家能源局举行的新闻发布会上作出上述表述的。 用电量是经济运行的"晴雨表"。"一方面，今年宏观经济保持回暖态势，各行业产能持续释放，在经济 发展呈现旺盛活力的情况下，度夏期间电量稳步增长。"谭洪江说，"另一方面，今夏高温高湿天气来得 早、范围广、持续久，加上全国负荷创新高时间提前，这些都是我们迎峰度夏保供遇到的新挑战。" 记者从会上了解到，今年我国全部区域电网负荷在度夏期间均创新高，为近八年来首次。8月中下旬， 全国最大负荷连续一周超14亿千瓦，8月21日攀升至15.06亿千瓦，逼近历史极值，大负荷持续时间明显 增加。 同期，各地用电量创新高次数均有所增加，华东地区居首位。全国各区域电网负荷累计23次创新高，较 去年度夏增加3次。华东电网负荷创新高次数高达6次，创新高次数和负荷水平均居各区域电网首位 ...