点 击 蓝 字 关 注 我 们 本文全文共 2313 字，阅读全文约需 7 分钟 本月将有4款重磅新车上市，它们分别是 岚图追光 L、极石 ADAMAS、卡罗拉 和 奥迪Q5L。 | | No. 生产厂商 | 产品 | 燃料形式 | 级别 | 工改模 | 预 广市时间 | 見泉 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 东风汽车 | 岚图追光 L | 插电 | C Sedan | 新车 | 2025/12/10 | 华为乾島ADS 4.0智驾系统、鸡蒙座 舱5、800V超混动力、豪华内饰设 | | | | | | | | | 计及智能座舱配置 | | | | | | | | | 采用前双叉臂后H臂全铝底盘,搭配 140mm超长行程空气悬挂和7种全 | | 2 | 北汽制造 | 极石 ADAMAS | 増程 | C SUV | 改款 | 2025/12/17 | 地形模式,适应城市与野外多元路 | | | | | | | | | 况 | | | | | | | | | 全新卡罗拉的核心亮点包括尺寸升 | | 3 | 一汽丰田 | 卡罗拉 ...

Core Viewpoint - The article provides an overview of new vehicle launches scheduled for late 2025, detailing specifications, pricing, and market segments for various manufacturers [2][70]. Group 1: Vehicle Launches - Chery Automobile is set to launch the Exeed ET5 on November 28, 2025, positioned as a B SUV with a price range of 144,900 to 159,900 CNY [7][4]. - FAW-Volkswagen will introduce the Volkswagen Tayron L on the same date, also classified as a B SUV, with prices ranging from 207,900 to 259,900 CNY [15][12]. - Beijing Off-road will release the BJ60 on November 30, 2025, categorized as a C SUV with a price of 295,800 CNY [23][20]. - Dongfeng Nissan's Nissan N6 is scheduled for December 1, 2025, as a B NB vehicle with prices from 99,900 to 129,900 CNY [31][28]. - Seres Automotive will launch the Blue Electric E5 Plus on December 3, 2025, a B SUV priced between 139,800 and 143,800 CNY [39][36]. - Changan Ford's Mondeo will debut on December 4, 2025, as a B NB vehicle with a price range of 149,800 to 199,800 CNY [47][44]. - Great Wall Motors will introduce the Tank 300 Hi4-T on the same day, classified as an A SUV with a price of 249,800 CNY [55][52]. - NIO will launch the L60 on December 5, 2025, a B SUV priced at 211,900 CNY [63][60]. Group 2: Technical Specifications - The Exeed ET5 features a 1.5T range extender engine with an electric motor, offering a pure electric range of 210 km and a battery capacity of 32.66 kWh [7][6]. - The Volkswagen Tayron L offers multiple engine options, including a 1.5T and a 2.0T, with power outputs ranging from 118 kW to 162 kW [15][14]. - The BJ60 is equipped with a 1.5T range extender engine and has a battery capacity of 40.3 kWh, providing a pure electric range of 152 km [23][22]. - The Nissan N6 features a 1.5L plug-in hybrid engine with a battery capacity of 20.3 to 21.1 kWh, offering a pure electric range of 170 to 180 km [31][30]. - The Blue Electric E5 Plus has a 1.5L plug-in hybrid engine and offers a pure electric range of 155 to 230 km, depending on the variant [39][38]. - The Mondeo features a 1.5T hybrid engine with a maximum power output of 140 kW and a torque of 222 Nm [47][46]. - The Tank 300 Hi4-T is powered by a 2.0T plug-in hybrid engine, delivering 185 kW and 385 Nm of torque [55][52]. - The L60 is a fully electric vehicle with a power output of 240 kW and a battery capacity of 60 kWh, providing a range of 530 km [63][60].

Domestic News - In the first 11 months, over 11.2 million vehicles were replaced through the old-for-new policy, contributing to a sales volume exceeding 2.5 trillion yuan, benefiting over 360 million people [2] - From January to October, China imported 404,000 complete vehicles, a year-on-year decrease of 30%, with an import value of 20.25 billion USD, down 38.3% year-on-year [3] - GAC Group announced a year-end vehicle purchase tax subsidy plan, offering up to 15,000 yuan in subsidies for eligible customers [4] - Leap Motor launched a December purchase incentive program, providing cash discounts of up to 17,000 yuan on various models [5] - FAW's Middle East company was officially unveiled in Abu Dhabi, marking a new phase in Hongqi's overseas business [6][7] - BYD introduced its first plug-in hybrid vehicle, the Sealion 6 SUV, in Japan, targeting the local market dominated by Toyota [8] - Cao Cao Mobility announced a strategic goal for its Robotaxi service, aiming for a "ten years, hundred cities, and hundred billion" target, along with the launch of a green intelligent transportation hub [9] - Fudi Battery signed a strategic cooperation agreement with the government of Zhijiang City to promote new energy projects [10] International News - Spain plans to invest approximately 1.5 billion USD to support the electric vehicle market and industry chain development as part of its 2035 strategic plan [11] - South Africa's new vehicle sales reached 54,896 units in November, marking a 12.5% year-on-year increase, although it saw a 1.9% month-on-month decline [12] - Suzuki announced an investment of 2.5 billion rupees (approximately 196 million yuan) to build 2,000 electric vehicle charging stations in India [13] - India's automotive sales saw significant growth in November, with Maruti Suzuki reporting a 21% year-on-year increase, while Mahindra and Tata Motors also experienced a 22% rise [14] Commercial Vehicles - Weichai Power and Shaanxi Automobile launched a new high-efficiency engine, the WP12H-2.0, focusing on fuel efficiency [15] - Haikou plans to implement a full ban on light fuel trucks in designated zero-emission demonstration zones starting January 1, 2026 [16] - The 2026 Pickup Annual Model Evaluation has officially started, with 11 new pickup models participating in the assessment [17] - Jiangling's Baodian pickup has made its debut in Tunisia, marking a significant step for the brand in the North African market [18]

点 击 蓝 字 关 注 我 们 本文全文共 1388 字，阅读全文约需 4 分钟 2025年12月2日，中国汽车流通协会和精真估联合发布了《2025年11月中国汽车保值率研究报告》。 通过保值率研究旨在反映品牌的产品力、认知度、美誉度等综合实力，对未来开展回购、置换、租赁、金 融、新车定价参考等相关业务提供重要数据参考，从而降低业务风险，提升经营效率 。 政策方向 机动车运行安全技术条件"新国标" 车辆安全问题涉及面很广，本次公安部组织完成的"新国标"显然不是指向工业和技术创新，也不是商 业问题，而是筑牢安全底线的问题。新能源车和辅助驾驶功能的渗透率逐渐提高，出现的安全事故增多， 无论是立法和行政监管都有滞后，跨部门联动能够有效解决这一问题。在"新国标"指引之下，厂商今后推 出的新产品将会有软件和硬件上的全面升级 。 热点事件 二手车出口 国产汽车的"出海"也包含二手车，政策文件要求严格管理，同时也提出"持续推动二手车出口健康发 展"，提供配套支持。上海市9月发布了13项地区政策，树立了正面典型。需要注意的是，二手车出口带动 了一系列服务工作的升级，包括检测、售后维修服务、改装、物流仓储等 。 通过保值率数据 ...

点 击 蓝 字 关 注 我 们 本文全文共 1479 字，阅读全文约需 5 分钟 《"十五五"规划建议》发布 经济发展目标：到2035年人均GDP达到中等发达国家水平 "十五五"规划提出坚持以经济建设为中心，强调"经济增速保持在合理区间"，并锚定2035年远景目标。为 实现2035年人均GDP达到中等发达国家水平，意味着当前和未来一段时期我国经济增长需要保持适当速度。 10月24日，党的二十届四中全会审议通过了《中共中央关于制定国民经济和社会发展第十五个五年规划 的建议》，28日《建议》正式发布，明确把"建设现代化产业体系，巩固壮大实体经济根基"摆在战略任务的第 一条。 | "十五五"规划(2026-2030年) | 主题主线:坚持以经济建设为中心,以推动高质量发展为主题 | | | | --- | --- | --- | --- | | 历史方位 | 经济社会发展主要目标 | 战略任务 | | | "十五五"时期是基本实现社会主义 | 1高质量发展取得显著成效 | 建设现代化产业体系,巩固壮大 | 加快高水平科技自立自强,引领 | | 现代化夯实基础、全面发力的关键时 | 2科技自立自强水平大幅提高 | 实 ...

Market Overview - In November 2025, the retail sales of passenger cars in China reached 2.263 million units, a year-on-year decrease of 7%, but a month-on-month increase of 1%. Cumulatively, retail sales for the year reached 21.519 million units, up 6% year-on-year [2][6] - The wholesale volume of passenger cars in November 2025 was 2.992 million units, a year-on-year increase of 2% and a month-on-month increase of 2%. Year-to-date wholesale volume reached 26.766 million units, up 11% year-on-year [2][10] - The retail sales of new energy vehicles (NEVs) in November 2025 were 1.354 million units, a year-on-year increase of 7% and a month-on-month increase of 6%. Year-to-date retail sales of NEVs reached 11.504 million units, up 20% year-on-year [2][10] Retail and Wholesale Trends - The retail penetration rate of NEVs in November 2025 was 59.8%, while the wholesale penetration rate was 57.5% [3] - The average daily retail sales for the first week of November were 46,000 units, down 19% year-on-year, while the fourth week saw an increase to 126,000 units, up 2% year-on-year [5][6] - The wholesale volume for the first week of November was 52,000 units, down 22% year-on-year, but increased to 186,000 units in the fourth week, up 19% year-on-year [9][10] Profitability and Industry Performance - From January to October 2025, the automotive industry generated revenues of 887.78 billion yuan, a year-on-year increase of 7.9%, with profits of 38.95 billion yuan, up 4.4% year-on-year. The industry's profit margin stood at 4.4% [11] - The automotive industry is experiencing lower profitability compared to other industrial sectors, with a profit margin of 3.9% in October 2025, down from 4.1% in October 2024 [11][12] Global Market Share - In October 2025, China's automotive market share reached 38%, an increase of 1 percentage point year-on-year. Cumulatively, from January to October 2025, China's automotive sales were 27.65 million units, up 12% year-on-year [13] - Among the top 10 global automakers, three Chinese companies—BYD, Geely, and Chery—saw significant increases in their market shares [13] Export Performance - From January to October 2025, China exported 6.46 million vehicles, a year-on-year increase of 22%. In October alone, exports reached 820,000 units, up 40% year-on-year [15] - The export of NEVs in October 2025 was 328,000 units, a year-on-year increase of 65%, with a total of 2.65 million NEVs exported from January to October, up 54% year-on-year [15][17] Battery Supply and Demand - The demand for lithium batteries is expected to stabilize in the coming year, with a short-term peak in demand currently observed. The international demand for new energy vehicles is weak, influenced by policy changes in the US and Europe [14] - The current profit distribution structure in the automotive industry is unsustainable, with 85% of the total profits belonging to battery companies, leading to significant profit shrinkage for major vehicle manufacturers [14]

点 击 蓝 字 关 注 我 们 本文全文共 2014 字，阅读全文约需 7 分钟 2025年11月30日，中国汽车流通协会发布的最新一期"中国汽车经销商库存预警指数调查"VIA（Vehicle Inventory Alert Index）显示， 2025年11月中国汽车经销商库存预警指数为55.6%，同比上升3.8个百分点，环比 上升3.0个百分点。库存预警指数位于荣枯线之上，汽车流通行业景气度有所下降。 11月车市步入年度冲刺期，整体呈前低后高走势。上半月市场表现相对平淡，主要受前期"金九银十"消费 透支影响，部分潜在购车需求前置释放；同时，更多新能源车企加入到新车型明年初兜底购置税的行列，一定 程度延迟了部分消费者购车。此外，部分地区收紧以旧换新及报废更新补贴政策，进一步加剧了消费者的观望 情绪。受上述因素影响，新能源车购置税全免到期及两新政策年度尾声带来的翘尾行情并不显著。本次调查显 示高达80%的经销商对11月市场持悲观态度，认为整体表现未达预期。 从分指数情况看： 11月库存、市场需求、 平均日销量、从业人员、经营状况分指数环比下降。 从区域指数情况看： 11月全国总指数为55.6%，北区指数为57 ...

点 击 蓝 字 关 注 我 们 商用车 国内新闻 1 1.上海明确强化充(换)电设施质量安全 2.鸿蒙智行发布问界M9/M8/M7 2026款/M5购置税补贴方案 3.理想宣布与蔡司达成战略合作 4.滴滴自动驾驶在广州试运行全天候 全无人载客测试服务 5.北京汽车投资公司增资至89.6亿元 6.10月汽车商品进出口总额同比增长9.5% 7.上海闵行将开放约330公里自动驾驶测试道路 8.广汽集团建成9纵10横补能网络 本文全文共 2883 字，阅读全文约需 9 分钟 目录 国内新闻 国外新闻 1.宝马设定新碳排放中期目标 2.欧洲10月新车销量同比增长4.9% 3. 马来西亚车企Perodua推出首款电动车 4.英伟达与新思科技宣布战略合作 1. CEVA联合苇渡Windrose EV重卡推动中越跨境运输 2. NEXT ERA发布 解锁中国重卡市场新局 3. 福康F轻型发动机圆满完成中国商用车产品测试 4. 大通亮相泰国车展 多款新能源车重磅登陆 3 理想宣布与蔡司达成战略合作 时间:2025.12.3 来源:界面新闻 12月2日，理想宣布与蔡司达成战略合作，将于2025年12月3日19点30分举行理想AI ...

Core Viewpoint - The article highlights the growth in China's electricity market transactions and industrial profits, indicating a positive trend in the energy sector and overall industrial performance despite some challenges in specific industries [2][4][6]. Electricity Market Transactions - From January to October 2025, the total electricity market transaction volume reached 54,920 billion kilowatt-hours, a year-on-year increase of 7.9%, accounting for 63.7% of total electricity consumption, up 1.5 percentage points [3]. - In October 2025, the electricity market transaction volume was 5,638 billion kilowatt-hours, showing a year-on-year growth of 15.6% [3]. - Green electricity transactions totaled 283 billion kilowatt-hours in October, marking a 28.4% increase year-on-year [3]. Industrial Profit Performance - In the first ten months of 2025, profits of large-scale industrial enterprises totaled 59,502.9 billion yuan, reflecting a year-on-year growth of 1.9% [6]. - The mining sector saw a profit decline of 27.8%, while the manufacturing sector experienced a profit increase of 7.7% [4]. - Notable profit growth was observed in the non-ferrous metal smelting and rolling processing industry (14.0%), and the electricity, heat, gas, and water production and supply industry (9.5%) [4]. Revenue and Cost Analysis - Large-scale industrial enterprises achieved operating revenue of 113.37 trillion yuan, a year-on-year increase of 1.8%, with operating costs rising by 2.0% to 97.00 trillion yuan [5]. - The operating profit margin was 5.25%, showing a slight increase of 0.01 percentage points year-on-year [5]. - By the end of October, total assets of these enterprises reached 187.23 trillion yuan, up 4.7% year-on-year, while liabilities increased by 5.0% to 108.59 trillion yuan [5]. Purchasing Managers' Index (PMI) Insights - In November 2025, the manufacturing PMI was recorded at 49.2%, indicating a slight improvement from the previous month [10]. - The production index stood at 50.0%, suggesting stability in manufacturing production levels [11]. - The new orders index was at 49.2%, reflecting a slight improvement in market demand [11].

点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 10、六部门: 推动农村消费品提质升级 支持企业深入农村开展名优产品巡展和新能源 汽车 1、联发科天玑座舱芯片 P1 Ultra 发布: 4nm 制程 2、京东集团南京研发中心开工建设 3、全球首发单芯片舱驾融合方案量产落地 4、宁德时代与宜宾市人民政府签署战略合作协议 5、小米发布跨域智能大模型 MiMo-Embodied 6、机构：第三季全球新能源车新车销售量达 539万辆,年增 31% 7、禾赛重磅发布自研 RISC-V 激光雷达主控芯片费米 C500 8、2025 广州车展 新能源车占比占比高达 57.9% 9、华为乾崑智驾公布 ADS Max 超阶版的亮点 10、LG 化学宣布开发出全固态电池商用化核心技术 11、国家信息中心经济师徐长明：自主品牌汽车五年后海外销售占比将达 30% 12、Stellantis、宁德时代西班牙合资工厂开工建设, 2030 年全面投产 13、新势力车企收缩商超店 转向 4S 店与加盟模式 14、国家发改委：截至今年 10 月底我国电动汽车充电基础设施(枪)总数达 1864.5 万个 15、重庆：要把"Al+智能 ...