1 0 月 1 4 日，京 东 微 博 宣 布， 联 合 广 汽 、 宁 德 时 代 将 推 出 一 款 汽 车，官 方 将 在 1 0 月 底 陆 续 开 启 内 测 版 、 大 众 版 试 驾 活 动，1 1 月 9 日 新 车 正 式 官 宣 发 布 。 7x24h电报 头条新闻 VIP资讯 实时盯盘 下载财联社APP获取更多资讯 准确 快速 权威 专业 ...

北京商报讯（记者 蔺雨葳）10月14日，京东宣布，将联合广汽、宁德时代推出一款汽车，官方将在10 月底陆续开启内测版、大众版试驾活动，11月9日新车正式官宣发布。 ...

Core Viewpoint - JD.com is set to launch a new vehicle in collaboration with CATL's Times Electric and GAC Group during the 11.11 shopping festival, with exclusive sales on JD.com [1] Group 1: Vehicle Launch - The new vehicle is expected to be a battery-swapping model from GAC's Aion brand [1] - The official release is planned for the 11.11 shopping event [1] Group 2: Partnerships - Times Electric, a wholly-owned subsidiary of CATL, focuses on battery-swapping solutions and has previously introduced the "Chocolate" battery-swapping system [1] - GAC Group is the first automaker to collaborate with the "Chocolate" battery-swapping ecosystem, planning to integrate this standard into more of its models [1]

新浪科技讯 10月14日下午消息，在今日举行的京东11.11惊喜开放日上，京东汽车宣布联合宁德时代旗 下的时代电服和广汽集团共同推出一款"国民好车"。通过整合京东资源，以及广汽整车制造能力和宁德 时代的电池技术及换电生态，该车将在安全性、电池与补能、用车配套服务、价格等方面实现突破，并 打造一站式配齐的汽车消费新模式。 根据规划，该车将于京东11.11期间正式发布，并在京东进行独家销售。 责任编辑：何俊熹 ...

Group 1 - Hong Kong automotive stocks experienced a significant rise in the morning but collectively turned down in the afternoon [1] - Brilliance China (01114.HK) fell by 4.3%, trading at 3.78 HKD [1] - Great Wall Motors (02333.HK) decreased by 2.75%, with a price of 15.54 HKD [1] - GAC Group (02238.HK) dropped by 1.86%, now at 3.17 HKD [1] - Li Auto-W (02015.HK) saw a decline of 1.18%, priced at 87.9 HKD [1]

Core Viewpoint - Automotive stocks experienced a significant rise in the morning but collectively turned negative in the afternoon, indicating volatility in market sentiment towards the sector [1] Group 1: Stock Performance - Brilliance China (01114) fell by 4.3%, trading at HKD 3.78 [1] - Great Wall Motors (601633) (02333) decreased by 2.75%, trading at HKD 15.54 [1] - GAC Group (601238) (02238) dropped by 1.86%, trading at HKD 3.17 [1] - Li Auto-W (02015) declined by 1.18%, trading at HKD 87.9 [1] Group 2: Policy and Market Sentiment - The Ministry of Industry and Information Technology and two other departments issued a notice regarding the exemption of vehicle purchase tax for new energy vehicles, with technical requirements set for 2026-2027 [1] - UBS reported that while most automakers should meet the new standards, the updated policies may appear stricter, negatively impacting market sentiment [1] - Despite potential policy headwinds in 2026, investors remain generally optimistic about new vehicle launches from individual companies [1] Group 3: Market Forecasts - The Secretary-General of the Passenger Car Association, Cui Dongshu, indicated that the association raised its annual market expectations in August and will further adjust forecasts after discussions in late October, with an upward revision expected for 2025 growth predictions [1] - Shenwan Hongyuan recently noted that as automotive subsidies are nearing their end and the exemption of purchase tax for new energy vehicles will conclude next year, vehicle purchase costs will significantly increase, potentially leading to a market rush in the fourth quarter [1]

Core Viewpoint - The automotive stocks experienced a significant rise in the morning but collectively turned bearish in the afternoon, indicating volatility in market sentiment towards the sector [1] Group 1: Market Performance - As of the report, major automotive stocks such as Brilliance China (01114) fell by 4.3% to HKD 3.78, Great Wall Motors (02333) decreased by 2.75% to HKD 15.54, GAC Group (02238) dropped by 1.86% to HKD 3.17, and Li Auto-W (02015) declined by 1.18% to HKD 87.9 [1] Group 2: Policy Impact - The Ministry of Industry and Information Technology and two other departments issued a notice clarifying the technical requirements for the exemption of vehicle purchase tax for new energy vehicles from 2026 to 2027, which may create stricter conditions for manufacturers [1] - UBS released a report suggesting that while most automakers should meet the new standards, the updated policies could negatively affect market sentiment [1] Group 3: Market Expectations - The Secretary-General of the Passenger Car Market Information Association, Cui Dongshu, indicated that the association raised its annual market expectations in August and will further adjust forecasts after discussions in late October, with an upward revision anticipated for the 2025 growth forecast [1] - Shenwan Hongyuan recently published a report stating that as subsidies for automobiles are nearing their end and the exemption policy for new energy vehicle purchase taxes will conclude next year, the cost of purchasing vehicles will significantly increase, potentially leading to a market rush in the fourth quarter [1]

Core Viewpoint - The Hong Kong automotive stocks experienced a collective rebound, with significant gains observed in companies such as Xpeng Motors and BYD, driven by positive market expectations for the fourth quarter of the year [1] Group 1: Market Performance - Xpeng Motors and BYD saw price increases of approximately 4%, while NIO and Geely Motors rose nearly 3% [1] - Other companies like Chery Automobile, Beijing Automotive, GAC Group, Leap Motor, and Li Auto also experienced gains, albeit at lower percentages [1] Group 2: Industry Outlook - According to Cui Dongshu, Secretary-General of the China Passenger Car Association, the automotive market is expected to maintain stable growth in Q4 due to policy guidance and a strong growth foundation [1] - The adjustment of the new energy vehicle purchase tax exemption policy in 2026 is anticipated to stimulate consumer purchases before the end of the year, alongside the peak sales seasons of "Silver September and Golden October" [1] - The combination of high export growth and ongoing policy measures, such as trade-in programs and rural subsidies, is likely to lead to an upward revision of the annual market forecast [1]

Group 1 - Global automotive markets, except for Russia, showed growth in September and the first three quarters of the year, driven by various factors such as electric vehicle (EV) subsidies in the US and tax reforms in India [2] - In the US, electric vehicle sales surged before the expiration of a $7,500 subsidy, with Q3 sales exceeding 438,000 units, marking a record quarter and a market share of 10.5% [3][4] - Major automakers in the US reported increased sales, with Ford's sales up 8.2%, General Motors up 8%, and Hyundai up 13%, largely driven by electric vehicle demand [4] Group 2 - In Europe, the automotive market saw a slight increase in passenger car sales, with a total of 8.69 million units sold from January to August, a 0.4% year-on-year growth [6] - Chinese automakers, particularly BYD and SAIC, have become significant players in the European market, with BYD's sales skyrocketing by 280% [7] - The UK experienced its highest new car sales in September since 2015, driven by strong electric vehicle performance and government subsidies [8] Group 3 - India's automotive market showed resilience with a total of 3.8 million new vehicles sold in the first three quarters, a 2.3% increase year-on-year, supported by tax reforms [9][10] - The new GST 2.0 tax structure in India has significantly improved the affordability of small cars, boosting consumer confidence and sales [10] - In Japan, new car sales reached 3.465 million units in the first nine months, a 5% increase, although the market faced challenges in the latter part of the year [11][12] Group 4 - Brazil's automotive market reported a 2.9% increase in September sales, with a total of 1.91 million vehicles sold in the first nine months, driven by strong export performance [13][14] - The Brazilian government plans to reintroduce tariffs on electric and hybrid vehicles starting in 2024, aiming to stimulate local production [15] - Russian automotive sales plummeted by 23% in the first nine months, with a significant decline in new car sales due to geopolitical factors and rising costs [16][17]

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 09868 | (0) 小鹏汽车-W | 87.350 | 3.80% | | 01211 | 比亚迪股份 | 110.500 | 3.95% | | 09866 | 蔚来-SW | 56.900 | 2.61% | | 00175 | 吉利汽车 | 19.440 | 2.80% | | 09973 | 奇瑞汽车 | 31.460 | 2.34% | | 02473 | 喜相逢集团 | 10.360 | 2.07% | | 01958 | 北京汽车 | 2.080 | 1.46% | | 02015 | 理想汽车-W | 90.400 | 1.63% | | 02238 | 广汽集团 | 3.260 | 0.93% | | 09863 | 零跑汽车 | 62.000 | 0.65% | 港股汽车股集体反弹，其中，小鹏汽车、比亚迪股份涨约4%，蔚来汽车、吉利汽车涨近3%，奇瑞汽车 涨超2%，北京汽车、广汽集团、零跑汽车、理想汽车跟涨。 消息上，乘联分会秘书长崔东树昨日表 示，今年四季度车市在政策引导和高增 ...