10月24日，赵长江微博发文称："我将暂别比亚迪，稍作调整，希望在工作与生活间找到新的节奏。" 综合自：赵长江微博等 今年7月3日，比亚迪实施高管轮岗，赵长江由腾势销售事业部总经理转任腾势方程豹直营事业部总经 理；李慧由腾势方程豹直营事业部总经理转任腾势销售事业部总经理。 7月4日凌晨，赵长江发文，将在新的岗位继续努力。彼时，赵长江还透露，展望未来，腾势即将迎来一 系列重磅新品，全新车型N8L即将上市，标志着腾势将迈入月销2—3万台的全新增长阶段。 责编：李丹 ...

10月24日，赵长江微博发文称："我将暂别比亚迪，稍作调整，希望在工作与生活间找到新的节奏。" 今年7月3日，比亚迪实施高管轮岗，赵长江由腾势销售事业部总经理转任腾势方程豹直营事业部总经理； 李慧由腾势方程豹直营事业部总经理转任腾势销售事业部总经理。 7月4日凌晨，赵长江发文，将在新的岗位继续努力。彼时，赵长江还透露，展望未来，腾势即将迎来一系 列重磅新品，全新车型N8L即将上市，标志着腾势将迈入月销2—3万台的全新增长阶段。 综合自：赵长江微博等 责编：李丹 校对： 廖胜超 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 A股，盘中新高！科技股，大爆发！ 丨 中共中央新闻发布会 丨 突然，全线大涨！币圈，大消 息！ 丨 昨夜，全线上涨！特朗普、普京，新变局！ 丨 刚刚！中国资产，全线爆发！A50直线拉升 丨 刚刚！芯片巨头，暴跌熔断！ 丨 ...

Group 1: Global Economic Trends - Recent capital markets have seen fluctuations in gold prices, A-shares hovering around 3900 points, and a 98.9% probability of a 25 basis point rate cut by the Federal Reserve in October [1] - The U.S. Federal Reserve's interest rate cut is driven by a need to stabilize the economy amidst weak growth and fluctuating inflation, with a focus on maintaining balance in stocks, bonds, and currencies [6] - Historical patterns indicate that when the Federal Reserve cuts rates, global tensions often escalate, suggesting a correlation between U.S. monetary policy and international stability [6] Group 2: Investment Opportunities - Long-term investment strategies should focus on core assets such as leading internet companies in Hong Kong and consumer stocks in A-shares, as they are most sensitive to global monetary conditions [7] - The semiconductor and innovative pharmaceutical sectors are highlighted as growth areas that could benefit from lower interest rates, easing valuation pressures [7] - The recent surge in copper prices is attributed to increased demand from AI data centers and military spending, with significant price increases observed in related stock indices [10][12] Group 3: Currency and Market Dynamics - The Chinese yuan has experienced three notable appreciation cycles, often correlating with strong economic performance and financial liberalization, leading to increased foreign investment in A-shares [8] - The rise in the yuan's value typically signals enhanced international investor confidence in the Chinese economy, which in turn supports A-share market performance [8][11] Group 4: Company-Specific Developments - BYD's stock has seen a decline of approximately 30% from its peak, coinciding with a reduction in its sales target for 2025, raising concerns among investors [14] - Alibaba, Tencent, and SMIC have attracted significant capital inflows, indicating a trend towards investing in technology leaders within the Hong Kong market [16][17] - Wanda Group's strategy of selling off assets while maintaining a strong portfolio of operational properties is crucial for managing its debt crisis and ensuring cash flow stability [18]

格隆汇10月24日丨锐新科技(300828.SZ)在投资者互动平台表示，公司生产的汽车部品及部件主要应用 于丰田、本田、吉利、沃尔沃、奥迪、宝马、比亚迪等传统燃油车及新能源车，目前尚未应用于奇瑞汽 车。未来公司将加强市场拓展力度，努力开拓更多高端客户。 ...

Group 1 - The core viewpoint of the article is that Ruixin Technology (300828.SZ) is actively expanding its market presence and aims to attract more high-end clients in the automotive parts sector [1] Group 2 - The company produces automotive parts and components primarily used in traditional fuel vehicles and new energy vehicles from brands such as Toyota, Honda, Geely, Volvo, Audi, BMW, and BYD [1] - Currently, the company's products have not been applied to Chery Automobile [1] - The company plans to strengthen its market expansion efforts in the future [1]

Core Insights - Zhao Changjiang, former general manager of BYD's Tengshi Fangchengbao Direct Sales Division, announced his departure from the company after 16 years of service, expressing gratitude towards BYD's chairman Wang Chuanfu for his support and mentorship [1][6] - Zhao highlighted his contributions to BYD's growth, including market expansion during the fuel vehicle era, exploration in the emerging electric vehicle market, and the success of flagship models like the Tang and Han series [1][2] - His leadership also led to significant achievements for the Tengshi brand in the MPV market, enhancing BYD's product portfolio and brand influence [1] Company Developments - Zhao joined BYD in 2009 as a regional sales manager after graduating from Central South University and quickly rose through the ranks to become the general manager of BYD Auto Sales Co., Ltd. [3] - In 2021, he took over as general manager of Tengshi Sales Company and later transitioned to the Tengshi Fangchengbao Direct Sales Division in July 2023 as part of BYD's executive rotation system [4] - His departure comes just three months after his appointment to the new role, indicating a significant shift in leadership within the company [5]

10月24日，比亚迪赵长江辞职，并在朋友圈发文表示，感恩王总与公司的包容栽培，也感谢大家的鼎力 支持，感恩在心。现今暂别，希望在工作与生活间找新节奏。 最后他表示，山高水长、未来可期。 全文如下： 赵长江（比亚迪） 致各位敬爱的领导、同事、媒体、伙伴及亲爱的车友们： 16年驰驱，奋力向前。 感恩王总与公司的包容栽培，也感谢大家的鼎力支持，感恩在心。 愿诸位前程智远、康健相伴。 山高水长、未来可期。 现今暂别，希望在工作与生活间找新节奏 祝亚迪荣光永续、再创辉煌； 责任编辑：刘万里 SF014 ...

10月23日，欧盟科学院院士、中国科学技术大学讲席教授孙金华在2025新能源电池产业发展大会上抛出一组 数据：根据国家消防救援局公布的2022年一季度数据，新能源汽车火灾发生率为万分之2.88，而燃油车火灾 发生率为万分之2，他指出，新能源汽车火灾发生概率与传统燃油车相差不大，但其火灾风险要特别关注， 因为新能源车一旦起火，其强度远超传统燃油车。 传统燃油车起火多因油箱泄漏或电路短路，火势蔓延相对缓慢;而新能源车电池热失控后，会触发自持供氧 与链式反应，温度可飙升至千摄氏度以上，释放可燃气体并引发爆炸，传统灭火手段几乎无效。简言之，燃 油车烧的是油，新能源车烧的是"化学炸弹"——后者温度更高、反应更快、更难扑灭，这才是强度差异的根 源。 电池不仅是新能源车安全的关键，更是产业链的命脉。从产业链视角看，电池制造占据上游核心地位。新能 源汽车产业链上游主要包括电池、电机、电控等核心原材料及零部件供应;中游是指新能源汽车整车制造;下 游包括新能源汽车充电服务、新能源汽车后市场服务等应用领域。2024年中国新能源汽车产业链中，电池环 节产值占比超40%。谁掌握电池技术与供应链，谁就握住了产业话语权与利润命脉。 新能源 ...

Core Insights - Zhao Changjiang, the former general manager of BYD's Tengshi Automotive, has resigned for personal reasons, with the company confirming that the necessary procedures have been completed [1] - Zhao expressed his intention to take a break and find a new rhythm between work and life after 16 years of service at BYD [1] Group 1: Background and Career Progression - Born in 1986, Zhao joined BYD in 2009 as a sales manager and quickly rose through the ranks due to his outstanding performance in the Beijing-Tianjin region [2] - In 2017, at the age of 31, Zhao was appointed as the general manager of BYD's automotive sales company, becoming the youngest sales leader in the company's history, and played a key role in developing the Han and Tang models [2] - In 2021, Zhao was tasked with preparing a high-end brand as part of a major organizational restructuring, which later led to his appointment as the general manager of Tengshi Automotive [2] Group 2: Tengshi Brand Development - Under Zhao's leadership, the Tengshi brand was revitalized, launching models like the Tengshi D9, which achieved monthly sales of 9,000 to 10,000 units [2] - However, structural issues began to emerge, with the D9 accounting for 75% of Tengshi's total sales of 79,830 units in the first half of 2025, while other models like the N9 and Z9GT struggled with significantly lower sales [2] Group 3: Recent Developments and Speculations - In July 2025, BYD initiated a high-level executive rotation, with Zhao being reassigned to manage the direct sales business of the Fangchengbao division, aiming to leverage his user operation experience [3] - Just two months later, Zhao's resignation was announced, raising speculation that it was linked to the challenges faced by the Tengshi brand and broader strategic adjustments within the group [3] - There are rumors regarding Zhao's potential future roles, including possible positions at Huawei's Hongmeng Zhixing or other competing firms, although these remain unconfirmed [3]

Group 1 - Zhao Changjiang, General Manager of Tengshi Fangchengbao Direct Sales Division, confirmed his departure on social media [1] - Zhao joined BYD in 2009 and became General Manager of Tengshi Sales Company in 2021 [1] - On July 3 of this year, BYD initiated an executive rotation system, leading to Zhao's transition from Tengshi Sales Division to Tengshi Fangchengbao Direct Sales Division [1]