港股市場氣氛熾熱，汽車板塊今日成為焦點之一。廣汽集團(02238)表現尤其亮眼，股價強勢突破多個關鍵關口。根據截至12月2日的數據，廣汽報4.24元， 大幅上揚7.07%，成交額激增至5.78億元，顯示資金流入積極。目前股價已大幅拋離10天、30天及60天平均線（分別為3.59元、3.42元及3.38元），呈現強勁 的上升趨勢。 從技術分析角度深入解讀，廣汽的圖表呈現多個強烈買入信號，但同時也隱藏著過熱風險。最值得關注的是，其相對強弱指數(RSI)已高達77，進入超買區 域，這通常是短期需要整固或回調的警示。然而，其他指標卻展現出強勁的上升動能：移動平均匯聚背馳(MACD)發出明確的買入信號，一目均衡表及保力 加通道的分析亦指向買入，顯示上升趨勢可能仍未完結。關鍵價位方面，經過今日大漲，下方即市支持位已上移至3.7元，更強支持位在3.45元；上方阻力則 先看4.6元，若能突破，下一目標將指向4.99至5元心理關口。面對這種技術指標相互矛盾的狀況——即動能強勁但處於超買，您會選擇順勢而為，還是等待 回調才考慮部署？ | | | 輪證市場方面，近期已有資金提前捕捉廣汽的升浪。回顧11月28日提及的華泰認購證(21 ...

Market Overview - Hong Kong stocks opened higher but closed lower, with the Hang Seng Index rising 0.24% to 26,095.05 points and a total turnover of 178.25 billion HKD [1] - The Hang Seng Tech Index fell 0.37% to 5,624.04 points, while the Hang Seng China Enterprises Index increased by 0.11% to 9,182.65 points [1] Blue Chip Performance - Galaxy Entertainment (00027) led blue-chip stocks, rising 2.81% to 40.98 HKD, contributing 3.88 points to the Hang Seng Index [2] - Other notable blue-chip performers included Hengan International (01044) up 2.69% and Budweiser APAC (01876) up 2.35% [2] - WuXi AppTec (02359) fell 3.13%, negatively impacting the index by 2.2 points [2] Sector Highlights - Macau's November gaming revenue reached 21.09 billion MOP, a 14.4% year-on-year increase, exceeding market expectations [4] - The mobile phone supply chain remained active, with notable gains in companies like AAC Technologies (02018) and BYD Electronics (00285) [4][5] - The automotive sector showed mixed results, with BYD (01211) up 2.19% while Xpeng Motors (09868) fell 5.52% [5][6] Notable Stock Movements - Conant Optical (02276) surged 10.58% to 54.85 HKD following the launch of AI glasses in collaboration with Alibaba [8] - Giga Biotech (02367) rose 8.53% after announcing a share buyback plan [9] - GAC Group (02238) increased by 7.32% due to positive management announcements regarding new battery technology and partnerships [10] - Longpan Technology (02465) saw a 4.1% increase amid industry price adjustments in lithium iron phosphate [11] - 3SBio (01530) faced pressure, dropping 4.61% after announcing a share placement to raise capital [12]

北京商报讯（记者 蔺雨葳）12月1日，由京东、广汽集团、宁德时代共同推出的埃安UT super在京举办 了第1000名车主交付仪式，标志着该车型正式迈入规模化交付新阶段。据了解，目前交付的1000辆埃安 UT super中，有990辆来自线上订单。 ...

智通财经APP获悉，截止12月2日收盘，东北电气(00042)、弘业期货(03678)、中石化油服(01033)分列 AH溢价率前三位，溢价率分别为900.00%、272.78%、262.34%；宁德时代(03750)、招商银行(03968)、 恒瑞医药(01276)分列AH溢价率末三位，溢价率分别为-5.04%、-0.84%、2.24%。其中广和通(00638)、 东北电气(00042)、京城机电股份(00187)的偏离值位居前三，分别为43.63%、37.21%、23.54%；另外， 广汽集团(02238)、均胜电子(00699)、江苏宁沪高速公路(00177)的偏离值位居后三，分别 为-24.67%、-17.32%、-16.02%。 前十大AH股溢价率排行 后十大AH股偏离值排行 | 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↑ | | --- | --- | --- | --- | --- | | 广汽集团(02238) | 4.250 | 9.17 | 158.35% | -24.67% | | 均胜电子(00699) | 17.850 | 26.98 | 81.06% | -17 ...

来源：中国汽车报 本报记者 赵建国 中国汽车工业协会发布的最新产销数据显示，10月，汽车出口66.6万辆，环比增长2.1％，同比增长 22.9％；1～10月，汽车出口561.6万辆，同比增长15.7％。"出口增速比国内产销增速更快。"中国汽车 工业协会副秘书长陈士华说。 一个不容置疑的事实是，目前中国汽车市场已经从增量竞争转为存量竞争，"内卷"的行业生态说明，接 下来很难再有新的蛋糕可供分享了。而海外业务对车企来说，将不再是锦上添花，或将成为新增长极。 这从近期车企发布的海外市场销量占比以及营收情况也可看出，越来越多中国车企海外业务的重要性愈 加凸显。中国汽车工业协会专务副秘书长魏文清最近撰文称，到2030年，中国品牌汽车海外销量将接近 1000万辆。 销量占比不断实现新突破 最新数据显示，中国车企尤其是头部车企的出口销量不仅持续增长，而且在总销量中的占比也不断攀 升。今年1～10月，奇瑞海外市场累计销量为106万辆，同比增长13％，占总体销量的46％，比例与上年 同期基本持平，保持了稳健向好态势。 比亚迪的销量数据显示，2024年，比亚迪海外销量为41.72万辆，占总销量的比重为9.8％。今年1～10 月， ...

摩根士丹利发表报告指， 广汽集团过去一周累计上涨24%，主要来自以下三项近期利好，包括管理层 最新表态将於2026年量产搭载全固态电池的车型；大幅增加对与华为合作品牌Qijing的资讯披露；宣布 与京东开展营销合作。虽然上述三项举措仍需时间放量，对盈利的实质贡献短期内有限，但考虑到最新 业务进展以及广汽今年以来仍保有5.7%的市场份额，该行认为目前估值依然被低估。 该行指出，虽然广汽旗下埃安仍处亏损，但广汽丰田在2025年向新能源转型的策略已显现成效，并有望 向内部其他合资品牌扩散。因此一旦未来公布新的经营规划，或出现南向资金明显流入等催化剂，在基 本面持续改善的支撑下，股价有望出现较大反应。 （原标题：港股异动 | 广汽集团(02238)再涨超10% 大摩称三大利好推升广汽集团股价 H股目前仍被低 估） 智通财经APP获悉，广汽集团(02238)再涨超10%，截至发稿，涨8.84%，报4.31港元，成交额2.66亿港 元。 ...

广汽集团（601238）(02238)再涨超10%，截至发稿，涨8.84%，报4.31港元，成交额2.66亿港元。 摩根士丹利发表报告指，广汽集团过去一周累计上涨24%，主要来自以下三项近期利好，包括管理层最 新表态将於2026年量产搭载全固态电池的车型；大幅增加对与华为合作品牌Qijing的资讯披露；宣布与 京东开展营销合作。虽然上述三项举措仍需时间放量，对盈利的实质贡献短期内有限，但考虑到最新业 务进展以及广汽今年以来仍保有5.7%的市场份额，该行认为目前估值依然被低估。 该行指出，虽然广汽旗下埃安仍处亏损，但广汽丰田在2025年向新能源转型的策略已显现成效，并有望 向内部其他合资品牌扩散。因此一旦未来公布新的经营规划，或出现南向资金明显流入等催化剂，在基 本面持续改善的支撑下，股价有望出现较大反应。 ...

大埔宏福苑火灾通报：13人以误杀罪被捕，棚网阻燃多处不达标，调查仍在推进。 整理 ｜爆浆豆腐 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 警方就香港大埔火灾已拘捕13人，罪名是误杀 香港特区政府12月1日下午介绍大埔宏福苑火灾搜救调查等最新情况。警方已拘捕13人，罪名是误杀。调查仍在进行中，不排 除更多人被捕。经警方实地调查搜证，在着火大楼中采集到7个地方的棚网样本，没有达到阻燃标准。（新华社） DeepSeek发布两个正式版模型 罗永浩否认给企业发产品比直播赚的多 俞敏洪接任东方甄选公司法定代表人 顺丰推出"超时赔付"服 务： 成本由公司承担，快递员无需承担 《疯狂动物城2》创年内进口片内地票房冠军 明年起新加坡中学生在校不能使用智能手机和手表 自2026年1月1日起，销售避孕药品和用具将依法征收增值税，不再享受免征增值税的优惠政策。目前施行的《中华人民共和国 增值税暂行条例》第十五条规定，避孕药品和用具免征增值税。而2026年1月1日起施行的《中华人民共和国增值税法》第二十 四条免征增值税的项目中，则不再设有"避孕药品和用具"这一项。 免征增值税政策的取 ...

Core Insights - GAC Group, CATL, and JD.com held a user feedback meeting to address customer concerns regarding the Aion UT super vehicle, emphasizing their commitment to user satisfaction and service improvement [1][2] Group 1: User Feedback and Concerns - Users expressed concerns about the 3000 km mileage limit of the rental package, which some found insufficient [1] - CATL's subsidiary clarified that the 3000 km limit is based on extensive real-world usage data, and additional services will be introduced to enhance user experience [1] - A new service offering of "50 yuan for 1000 km" will be launched in December to address user mileage needs [1] Group 2: Product Features and Market Positioning - The Aion UT super has achieved several leading features in its class, including a 500 km range, Huawei cloud vehicle system, and reverse warning system, while maintaining high cost-effectiveness [1] - The vehicle aims to provide optimal core product value, user experience, and competitive pricing [1] Group 3: Delivery and Customer Service Enhancements - The delivery of the 1000th Aion UT super in Beijing marked a significant milestone, showcasing the collaborative effort to create a new automotive consumption experience [2] - The companies have committed to improving customer service throughout the vehicle selection, purchase, and usage processes, including multiple training sessions for customer service representatives [2] - Refund options are available for users who paid a deposit between November 9 and 23, as well as for those who customized their orders after November 24 [2]

Core Viewpoint - The recent controversy surrounding the Aion UT Super model has prompted a user communication meeting involving GAC Aion, JD.com, and CATL to address customer concerns and clarify product features [1][2]. Group 1: Product Features and User Concerns - GAC Aion's Vice President Yang Long clarified that the confusion regarding the presence of a sunroof was due to a content review error, which has been corrected [1]. - The Aion UT Super is marketed as a convenient one-stop car buying experience, akin to purchasing a mobile phone, but some issues have arisen that the three parties are committed to resolving [2]. - Users expressed concerns about invoice issuance being limited to Guangzhou and Shanghai, which was explained as a strategy to maximize government subsidy benefits, with plans to expand to more cities soon [2]. Group 2: Network and Delivery Plans - CATL announced plans to establish a battery swap network with 1,000 stations in 45 cities by 2025 and 2,500 stations in 140 cities by 2026, with a focus on highway stations in response to user feedback [2]. - The user cancellation rate for the Aion UT Super is within expected limits, and a refund policy has been introduced for users who placed orders between November 9 and November 23 but did not complete their configurations [3]. - The Aion UT Super was launched on November 9, with a starting price of 49,900 yuan, and the first delivery ceremony took place on November 25 at the Guangzhou International Auto Show [3][4].