Core Viewpoint - The Chinese lithium battery industry is accelerating its global presence driven by strong demand in electric vehicles and energy storage, despite facing challenges such as price wars and geopolitical uncertainties [1] Group 1: Industry Trends - In the first eight months of 2025, China's lithium-ion battery exports exceeded 3.003 billion units, marking an 18.66% year-on-year increase, with export value reaching $48.296 billion, up 25.79% [1] - The industry is experiencing a significant price war, particularly in the electric vehicle and energy storage sectors, with prices for energy storage systems dropping over 80% in the past three years [2][4] Group 2: Historical Lessons - The current price competition in the new energy sector mirrors the historical decline of the Chinese motorcycle industry in the 1990s, where aggressive pricing led to a loss of market trust and quality issues [2][4] - The decline in quality due to price cuts could result in a loss of overseas markets and damage the reputation of Chinese products globally [4] Group 3: Policy Responses - The Chinese government is implementing a series of anti-involution policies starting in 2024 to regulate competition in the lithium battery and new energy vehicle sectors, aiming to prevent a repeat of past industry failures [5][6] - New regulations, including the revised Anti-Unfair Competition Law, prohibit selling below cost, providing a legal basis to combat price dumping [5] Group 4: Market Adjustments - As a response to the anti-involution policies, some companies are adjusting their strategies, moving away from aggressive pricing to prioritize quality [6][7] - The lithium battery material market is showing signs of recovery, with prices for key materials like lithium hexafluorophosphate beginning to rise [7] Group 5: Sustainable Development - The focus is shifting towards a collaborative ecosystem across the entire supply chain, emphasizing the importance of maintaining healthy profit margins for all players involved [9] - The industry is encouraged to prioritize technological and quality advancements over price competition to establish a sustainable growth path [10]

9月24日，理想汽车法务部发布声明称，近日公司发现IP地址位于内蒙古的某网络账号在今日头条平台 发布针对公司未上市新款车型"理想i6"的虚假及误导性信息，贴文内容杜撰使用i6时发生了售后争议， 捏造电池供应、合同条款等方面的谣言。公司法务部于信息发布当日向警方报案。经公安机关深入调 查，确认该账号实际控制人为某科技中心旗下MCN机构。该MCN机构为吸引流量，通过收购多个网络 账号，编造虚假信息在网络平台散布，非法牟利。公安机关已于近日对涉案MCN机构相关人员作出治 安管理处罚决定。 ...

Group 1 - The company has reported incidents of false and misleading information being spread about its upcoming model "Li Auto i6" on social media platforms, leading to legal action against the responsible parties [1] - A specific self-media account published a video that misrepresented the performance of the "Li Auto i8," which has harmed the company's product reputation and disrupted fair market competition [2] - The company delivered 28,529 new vehicles in August 2025, bringing the total cumulative delivery to 1,397,070 vehicles as of August 31, 2025 [4] Group 2 - The company is committed to providing high-quality products and services while actively combating malicious rumors and defamation against its brand [1] - The company has gathered evidence against the self-media account and plans to pursue legal action to hold the responsible parties accountable [2] - The company is cooperating with relevant authorities to maintain a healthy market environment and uphold its brand reputation [1]

【#理想法务连续三天公示整治动作# 】9月24日，@理想汽车法务部 发布微博表示，近日，该司发现IP 地址位于内蒙古的某网络账号在今日头条平台发布针对未上市新款车型"理想i6"的虚假及误导性信息， 贴文内容杜撰使用i6时发生了售后争议，捏造电池供应、合同条款等方面的谣言。理想法务部于信息发 布当日向警方报案。经公安机关深入调查，确认该账号实际控制人为某科技中心旗下MCN机构。该 MCN机构为吸引流量，通过收购多个网络账号，编造虚假信息在网络平台散布，非法牟利。公安机关 已于近日对涉案MCN机构相关人员作出治安管理处罚决定。这是理想法务部连续第三天公示整治动 作。9月22日，理想汽车法务部公示法院判决结果：微博账号"A5W工"持有人张某某与所属MCN机构上 海某品牌管理公司构成共同侵权，应当依法承担侵权责任。9月23日，理想法务部表示，自媒体账号"25 度考场"的视频以隐瞒不当操作、剪裁测试过程等方式，制造与真实性能不符的结论，并借此对理想i8 进行恶意贬损，严重损害理想汽车产品声誉，扰乱市场公平竞争秩序，理想方已全面固定证据。 转自：贝壳财经 ...

人民财讯9月24日电，理想汽车法务部发文称，近日，公司发现IP地址位于内蒙古的某网络账号在今日 头条平台发布针对公司未上市新款车型"理想i6"的虚假及误导性信息，贴文内容杜撰使用i6时发生了售 后争议，捏造电池供应、合同条款等方面的谣言。公司法务部于信息发布当日向警方报案。经公安机关 深入调查，确认该账号实际控制人为某科技中心旗下MCN机构。该MCN机构为吸引流量，通过收购多 个网络账号，编造虚假信息在网络平台散布，非法牟利。公安机关已于近日对涉案MCN机构相关人员 作出治安管理处罚决定。 ...

责任编辑：江钰涵 新浪科技讯 9月24日下午消息，针对理想汽车长春航展海报相关争议，理想汽车向新浪科技回应称，我 们此前确实通过非正式渠道收到了"中国航空工业文化中心"的函件图片，关注到对《与国同梦、与家同 行》主题海报的授权质疑。鉴于涉及航空相关议题，我司高度重视，已在收到函件图片后第一时间暂停 相关宣传，并主动与"中国航空工业集团有限公司品牌运营管理中心"和"中国航空工业文化中心"建立联 系沟通、开展核实。 理想汽车方面表示，函件图片中提到的"《与国同梦、与家同行》主题宣传"，是理想汽车长春销售公司 与长春航空展的合作项目之一，围绕航空展主题发布相关活动信息。该主题使用之前也与长春航空展方 面做过沟通与确认。公众看到的另一张"理想MEGA与长春航展主体大楼同框"的图片，系在长春航空展 运营服务供应商允许下，对保障用车与航展中心建筑进行的现场摄制。 作为"2025长春航空展保障车"，理想MEGA能够在航展现场与先进装备同框，我们深感自豪。感谢各方 关注，相关进展将及时告知。 ...

Core Viewpoint - The majority of popular Chinese concept stocks experienced a decline on Tuesday, with the Nasdaq Golden Dragon China Index dropping by 2.22% [1] Group 1: Stock Performance - NIO saw a slight increase of approximately 0.14% [1] - Alibaba experienced a decrease of 0.72% [1] - Ctrip, Li Auto, and Tiger Brokers all fell by over 1% [1] - Sohu and JD.com dropped by more than 2% [1] - Kingsoft Cloud declined by about 4% [1] - Baidu suffered a significant drop of over 8% [1]

Group 1 - The company Klépierre has issued a €500 million inaugural green bond with a 12-year maturity and a coupon of 3.75%, marking the longest tenor for a European REIT in the euro debt capital markets since 2022 [2] - This issuance reflects strong investor demand for Klépierre's long-term bonds, which are rated in the A range, the highest levels within the European listed real estate sector [2] Group 2 - Klépierre is recognized as the European leader in shopping malls, focusing exclusively on continental Europe, with a portfolio valued at €20.6 billion as of June 30, 2025 [3] - The company's shopping centers attract over 700 million visitors annually and are located in more than 10 countries across Continental Europe [3] - Klépierre is listed on Euronext Paris and included in various indexes, such as CAC Next 20 and EPRA Euro Zone, as well as ethical indexes like CAC SBT 1.5 and MSCI Europe ESG Leaders, highlighting its commitment to sustainable development and climate change initiatives [3]

Core Viewpoint - The demand for large six-seat SUVs is significantly driven by multi-child families and urban immigrants, indicating a robust market potential for this segment in the coming years [2][10][11]. Group 1: Market Dynamics - The launch of several new models, including the 2026 Tengshi N9 and Galaxy M9, has generated substantial pre-order interest, with Galaxy M9 achieving over 23,000 orders in 24 hours [3]. - The large six-seat SUV market has seen rapid growth, with the market size expected to reach 600,000 units in 2024 and potentially exceed 1 million units by 2027 [13]. - The market is characterized by a significant imbalance among different energy types, with range-extended vehicles dominating sales due to their practicality and user experience [16][17]. Group 2: Consumer Segmentation - The primary consumers of large six-seat SUVs are multi-child families, particularly those with two or three generations living together, who require spacious vehicles for daily use and long-distance travel [6][10]. - Urban immigrants, often with busy lifestyles, also contribute to the demand for large six-seat SUVs, as they may need to transport multiple family members [7][10]. - The demand for these vehicles typically emerges when the youngest child reaches the age of 3-6 years, indicating a lag in immediate purchasing following the birth of a second child [11]. Group 3: Energy Type Trends - The market is divided into three main energy types: pure electric, range-extended, and plug-in hybrid, with range-extended vehicles currently leading in sales [14][16]. - The pure electric segment is expected to grow as more models enter the market, but it is anticipated that the overall scale will remain smaller compared to range-extended and hybrid vehicles due to cost and consumer preferences [22]. - The plug-in hybrid market faces challenges from traditional fuel vehicles, making rapid market penetration difficult despite the presence of several competitive models [21]. Group 4: Future Outlook - The large six-seat SUV market is projected to continue growing, with new entrants and technological advancements expected to drive sales, particularly in the entry-level hybrid and mid-range electric segments [27]. - However, the market's growth may face limitations due to practical challenges associated with larger vehicles, such as parking and operational costs [28]. - The potential market ceiling for large six-seat SUVs is estimated at around 3 million units annually, indicating significant room for growth compared to current projections [28].

点 击 蓝 字 关 注 我 们 目 录 行业自责 1、赛力斯、比亚迪、小米汽车等十多家车企宣布积极响应中汽协《汽车整车企业供应 商账款支付规范倡议》 2、国家统计局：我国 8 月 3D 打印设备、新能源汽车、工业机器人等产品产量同比分 别增长 40.4%、22.7%、14.4% 3、"澳车北上"持续升温 拱北海关备案车辆已超 5 万辆次 9、亿纬理能:已在固态电池领域进行技术布局,并做了相关产业规划 10、富士康旗下合资公司将于 12 月启动中东工厂建设 11、华为 ADS 4 智驾系统支持 WEWA 架构: 45EFLOPS 云端 AI 算力+10 亿公里高质 量训练数据 14、国家能源局:我国电动汽车充电基础设施（枪）总数达到 1734.8 万个,同比增长 53.5% 政策信息 4、新能源汽车险亏损现象正在逐步改善 5、蔚来旗下南京能源公司增资至 2.5 亿 增幅 1150% 6、北京新能源汽车保有量超 119 万辆 7、李家超：香港支持市场发展换电型电动车及自动化换电站技术 8、宁德时代签约 21 世纪创新研发与试验中试基地等多个项目 12、香港将批三个区域用于自动驾驶测试 13、孚能科技:公司第三代半 ...