方程豹钛7在11月卖了2万4千台，其实大家都很想知道，火爆的背后，究竟影响到哪些品牌。所以今天找了5位销售聊聊，看看实际情况究竟怎么样。 我们店是省会城市店，全市一共5家店，11月份店内共交车120台，其中钛7就占了70台。但因为现车不足，待交订单缺口仍然有十几台。 本月目前每天客流10批左右，每天订单有2-3台，周末可以翻倍。 这台车的用户画像直接用这几天的客户来举例吧。一句话总结就是：高质量客群，素质高、好沟通、下单不墨迹、贷款还容易。这几天办理了几个分期，职 业那一栏都是本地最大的国企央企员工，工作稳定收入也不得了。 钛7对比的车型很多很杂，几乎市面上差不多价格、不同风格的车型都有对比。 这里还是举个例子。 之前有个客户，上市当天就找我下了订单，后来到店里试驾，但是觉得尺寸太大，家人坐后排还有点晕车的感觉，然后又找我退了。 之后去对比了理想L6、领克900、福特锐界和银河M9，每款车又都试驾了一遍，结果发现也没有比钛7更好，再一看价格，还是钛7更香。过了几天又来店里 找我下单，这一进一出，提车时间硬生生延长了几周。 去年腾豹的大佬就曾 透露 过今年方程豹将是下沉的一年，但是当钛7、钛3真正上市的时候，还 ...

Key Points - The top three stocks with net inflows are Yingfu Fund (02800) with 2.602 billion, Hang Seng China Enterprises (02828) with 486 million, and Leap Motor (09863) with 395 million [1] - The top three stocks with net outflows are Tencent Holdings (00700) with -1.352 billion, SMIC (00981) with -463 million, and Horizon Robotics-W (09660) with -264 million [1] - In terms of net inflow ratio, Qingdao Bank (03866) leads with 75.11%, followed by Jiangsu Ninghu Expressway (00177) with 58.50%, and Far East Horizon (03360) with 54.75% [1] - The top three stocks with the highest net outflow ratios are Wisdom Hong Kong 100 (02825) at -100.00%, Shanghai Petrochemical (00338) at -61.38%, and Zhengzhou Bank (06196) at -55.42% [1] Net Inflow Rankings - Yingfu Fund (02800) had a net inflow of 2.602 billion, representing a 20.03% increase, closing at 26.140 (+0.77%) [2] - Hang Seng China Enterprises (02828) saw a net inflow of 486 million, with a 6.23% increase, closing at 93.340 (+1.02%) [2] - Leap Motor (09863) recorded a net inflow of 395 million, with a 53.79% increase, closing at 52.450 (-1.04%) [2] Net Outflow Rankings - Tencent Holdings (00700) experienced a net outflow of -1.352 billion, with a -14.49% decrease, closing at 612.000 (+0.16%) [2] - SMIC (00981) had a net outflow of -463 million, with a -13.37% decrease, closing at 69.800 (+3.87%) [2] - Horizon Robotics-W (09660) faced a net outflow of -264 million, with a -14.42% decrease, closing at 8.290 (+6.97%) [2] Net Inflow Ratio Rankings - Qingdao Bank (03866) had a net inflow ratio of 75.11%, with a net inflow of 4.4567 million, closing at 4.020 (+0.25%) [3] - Jiangsu Ninghu Expressway (00177) had a net inflow ratio of 58.50%, with a net inflow of 1.9164 million, closing at 10.060 (-0.89%) [3] - Far East Horizon (03360) had a net inflow ratio of 54.75%, with a net inflow of 3.6805 million, closing at 8.020 (+1.39%) [3]

大型蓝筹股涨跌不一，汇丰控股收报110.515港元，较香港收市涨1.30%；腾讯控股收报605.092港元，较香港收市涨0.02%。 | 序号 名称 | | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价 | 较港股升跌 | 较港股升跌% | ADR | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 0 00700 | 605.000 | -5.000 | -0.82% | TCEHY | 605.092 | +0.092 | 0.02% | 7 | | 2 | 阿里巴巴-W | 099888 | 153.400 | -1.600 | -1.03% | BABA | 153.792 | +0.392 | 0.26% | 15 | | 3 | 汇丰控股 | 00005 | 109.100 | -1.900 | -1.71% | HSBC | 110.515 | +1.415 | 1.30% | 7 | | 4 | 建设银行 | 00939 | 7.660 | -0. ...

Core Insights - The electric vehicle (EV) market is witnessing significant competition, particularly from BYD, which has surpassed Tesla as the largest EV producer [2][3] - BYD is planning to expand into the European luxury market, posing a substantial threat to European luxury car manufacturers [3][6] - The company has a significant production capacity, with a $4.5 billion factory in Hungary expected to produce 150,000 vehicles annually, potentially exceeding this target [3][4] Company Overview - BYD originated as a battery company and has successfully transitioned into the EV sector, demonstrating remarkable growth and production capabilities [2][3] - The company employs around 1 million people, with a notable engineering workforce of 125,000, which is significantly higher than that of major competitors [9][10] Market Dynamics - China holds a competitive advantage in rare earth elements and magnets, which are crucial for EV production, allowing BYD to dominate the market and exert pressure on European manufacturers [5][6] - European automakers are at a disadvantage due to limited resources, making them more reliant on EVs, while BYD is positioned to capture a large market share [8][6] Product Performance - BYD's high-end vehicles have been described as superior in performance compared to luxury competitors, showcasing advanced features and capabilities [4][6] - The production strength and operational efficiency of BYD are highlighted as key factors that will impact the competitive landscape in the EV market [7][10]

每经AI快讯，比亚迪（SZ 002594，收盘价：96.53元）发布公告称，2025年12月5日10:00-11:30，比亚 迪接受股东及股东代理人共计137人调研，公司董事长兼总裁王传福等人参与接待，并回答了投资者提 出的问题。 2025年1至6月份，比亚迪的营业收入构成为：交通运输设备制造业占比81.48%，日用电子器件制造业 占比18.52%，其他占比0.01%。 截至发稿，比亚迪市值为8801亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 曾健辉） ...

据哥伦比亚《时代报》12月6日报道，哥电动车市场在11月继续增长，上牌量同比提升28.7%，共登记2034 台，占全国汽车销量的8.5%。比亚迪以919台稳居首位，市占率45.2%，同比增长13.2%。奇瑞表现突出，从去 年同期的2台大幅增加至273台，占比13.4%。此外，广汽和一汽销量出现指数级增长，同比增幅分别达到 6700%和740%。特斯拉也首次进入哥当月电动车销量榜。 （原标题：比亚迪稳居哥伦比亚11月电动车市场首位） ...

近期出炉的10月全球电池排行榜炸场了！中创新航终于挺进全球前三！ 根据SNE Research数据显示，中创新航10月装车量狂飙76%，直接超过了韩国LG新能源。这也意味着， 现在的世界冠亚季军——宁德时代、比亚迪、中创新航，全是中国企业！从广汽的一号位，到拿下智 界、奥迪、丰田大单，中创新航这次"超车"不仅靠的是性价比，更是硬核技术。日韩份额在跌，中国份 额在涨，这场全球竞赛，中国队优势越来越大了！ ...

Strategy - The technology competition under the Kondratiev wave continues to open up valuation ceilings, with a focus on "bottleneck" and future industry high ground [14][15] - The current valuation of China's science and technology innovation is still lower than that during the internet boom in the 1990s, indicating potential for further upward movement [14][18] - The "14th Five-Year Plan" emphasizes seizing the high ground of technological development, focusing on key areas such as integrated circuits and advanced manufacturing [14][19] Electronics - The scaling law remains effective, with the introduction of multi-modal and agent models expected to accelerate AI computing demand [8][15] - The PCB industry is anticipated to maintain high growth due to its heavy asset nature and product structure optimization, which can lead to non-linear performance improvements for companies [8][15] Computer - New models are being launched intensively, marking a shift in AI competition towards "strong reasoning + native multi-modal" capabilities [9][15] - Significant releases include Google's Gemini 3 and DeepSeek V3.2, which enhance multi-modal understanding and practical applications [9][15] Media - Long-term optimism for the acceleration of AI product applications and commercialization, with a focus on AI agents, companionship, multi-modal applications, education, and edge AI [9][15] Humanoid Robots - The industry is transitioning from concept validation to commercialization, with companies that have growth potential in key components or specific solutions likely to benefit [10][15] - Investment opportunities are identified in the incremental component sector, with a focus on aesthetic preferences in the market [10][15] Automotive - The launch of Horizon Robotics' HSD and J6P models marks a significant step in mass production, with companies like WeRide and Pony.ai also making strides in the market [10][15] - Recommendations include focusing on luxury car opportunities with strong product pipelines and valuation elasticity, as well as autonomous driving technologies [10][15] Selected Portfolio - The December selected portfolio includes upstream production tools like Zhuoyi Information, upstream computing infrastructure such as Jingwang Electronics, and downstream applications like Alibaba [11][15]

2025年12月5日至6日，南方财经论坛2025年年会在广州南方财经大厦盛大启幕。作为南方财经全媒体集 团总部启用以来的首次大型活动，本届年会以"共识的力量"为主题，聚焦"创新涌动与中国资产重估"， 汇聚政、产、学、研、金各界智慧，共话财经未来。 香港交易所环球上市服务部副总裁陆琛健在南方财经论坛表示，制度创新与独特投资者结构将持续赋能 中国资产。 港股实行"即报即审"机制，没有排队等待的环节。去年10月，港交所与香港证监会联合优化审批流程： 对一般发行人，在40个工作日内发出最多两轮监管意见；对市值超100亿港元的合资格A股公司，则发 出一轮监管意见且审批时间更短。2024年全年138单上市申请中，无一被拒，体现了市场准入的包容性 与可预期性。 更具突破性的是针对新经济企业的上市制度创新。2018年推出的"同股不同权"(8A章节)允许创始团队在 持股比例较低的情况下保持控制权，吸引了阿里巴巴、百度、京东等头部科技企业回归。同年推出的 18A章节为没有收入的生物科技公司开辟上市通道，截至目前已有约80家企业通过该路径上市，使香港 成为全球领先的生物科技融资中心。 在论坛上，香港交易所环球上市服务部副总裁陆琛健 ...

新旧光阴各自催，又到一年岁末时。 2025年已近尾声，只剩最后一个月，各家车企年初定下的目标完成了多少呢？ 2025年1-11月部分国内车企销量及全年目标完成情况 | 车企 | 1-11月销量 | 全年目标(万辆) | 目标完成度 | | --- | --- | --- | --- | | | (万种) | | | | 中国一汽 | 299. 5 | 345 | 86. 81% | | 长安汽车 | 265. 8 | 300 | 88. 60% | | 上汽集团 | 410. 8 | 450 | 91. 29% | | 广汽集团 | 153. 4 | 230 | 66. 70% | | 比亚迪 | 418. 2 | 460 | 90. 91% | | 吉利汽车 | 278.8 | 300 | 92 93% | | 奇瑞汽车 | 256. 1 | 增长超行业10-20 个自分点 | 1 | | | 119. 97 | | | | 长城汽车 | | 1 | 1 | | 理想汽车 | 36. 2 | 64 | 56. 56% | | 蔚来汽车 | 27.8 | 44. 4 | 62. 61% | | 小鹏汽车 | ...