*极氪科技交付量包括极氪、领克品牌，其中极氪品牌18257辆，领克品牌32902辆。 15 2 - 臣 来源：车企官网 制图: 方舟 一图速览>> 11028 阿维塔) 6 *蔚来交付量包括蔚来、乐道、firefly萤火虫品牌，其中，蔚来品牌13728辆，乐道品牌15246辆， firefly萤火虫品牌5775辆。 ...

Group 1: Price Adjustments at Xibei - Xibei has announced significant price reductions on its menu items, with some dishes seeing price cuts exceeding 20% [1] - The price changes were implemented on October 1, with staff updating old menus with new price tags due to the sudden notice [1] - Examples of price changes include: - Scallion Grilled Fish reduced from 89 yuan to 79 yuan (11% decrease) - Sesame Oil Cucumber reduced from 23 yuan to 19 yuan (17% decrease) - Five Tomato Sour Soup Fish reduced from 29 yuan to 23 yuan (20% decrease) [1] Group 2: Tesla's Market Performance - Elon Musk has become the world's first billionaire to surpass $500 billion in net worth, largely due to Tesla's stock performance [2] - Tesla's stock rose by 2.6% to $456.29, reaching a year-high and bringing its market capitalization back to $1.5 trillion [2] - The increase in Tesla's sales in Europe, particularly in France and Denmark, is attributed to strong demand for the Model Y [2] Group 3: New Energy Vehicle Deliveries - In September, seven car manufacturers delivered over 30,000 new energy vehicles, with five companies reporting year-on-year growth exceeding 50% [3] - BYD delivered 396,000 units, a year-on-year decrease of 5.52%, but a month-on-month increase of 6.06% [3] - Leap Motor and Xiaopeng reported significant growth, with deliveries increasing by 97.4% and 94.74% respectively [3] Group 4: Investment Activities - Mixue Group plans to invest 285.6 million yuan to acquire a 51% stake in Fulu Family (Zhengzhou) Enterprise Management [2] - After the investment, Mixue will hold a total of 53% of Fulu Family, making it a non-wholly owned subsidiary [2] Group 5: Apple and AI Developments - Apple has denied any wrongdoing in its collaboration with OpenAI, stating that it plans to work with various AI companies, including xAI [3] - The company is facing a lawsuit from Musk's xAI, which claims that Apple's partnership with OpenAI stifles innovation [3] Group 6: Microsoft and AI Integration - Microsoft is integrating AI services into its Office software, launching a higher-priced version of Microsoft 365 at $19.99 per month [5] - This move aims to enhance competition with OpenAI's ChatGPT [5] Group 7: Automotive Industry Developments - Toyota Kirloskar Motor is reportedly considering an IPO in India, aiming to raise approximately $700-800 million [6] - The formal IPO process has not yet begun, and the company has denied any such plans [6] Group 8: Financial Performance of Nike - Nike reported Q1 revenue of $11.72 billion, a year-on-year increase of 1.1%, surpassing expectations [6] - The company's gross margin was 42.2%, down from 45.4% in the previous year [6] Group 9: ExxonMobil's Workforce Reduction - ExxonMobil announced a global workforce reduction of approximately 2,000 positions, representing about 3-4% of its total workforce [6] - This move is part of a long-term restructuring plan to consolidate smaller offices into regional centers [6]

Group 1: Price Adjustments at Xibei - Xibei has implemented significant price reductions across its menu, with some dishes seeing price drops exceeding 20% [1] - Specific examples of price changes include: - Grassland Tender Grilled Lamb Chops reduced from 119 RMB to 109 RMB - Scallion Grilled Fish reduced from 89 RMB to 79 RMB - Yellow Rice Cake (6 pieces) reduced from 29 RMB to 26 RMB [1][2] Group 2: Tesla's Market Performance - Elon Musk has become the world's first billionaire to surpass 500 billion USD in net worth, largely due to Tesla's stock performance [2] - Tesla's stock rose by 2.6% to 456.29 USD, reaching a year-to-date high and a market capitalization of 1.5 trillion USD, driven by strong demand for the Model Y in Europe [2] Group 3: New Energy Vehicle Deliveries - In September, seven companies delivered over 30,000 new energy vehicles, with five companies reporting year-on-year growth exceeding 50% [3][4] - BYD delivered 396,000 vehicles, a year-on-year decrease of 5.52%, but a month-on-month increase of 6.06% [3] - Other notable deliveries include: - Leap Motor: 67,000 vehicles, up 97.4% year-on-year - Xiaopeng: 42,000 vehicles, up 94.74% year-on-year - NIO: 35,000 vehicles, up 64.06% year-on-year [4] Group 4: M&A Activity in the Food and Beverage Sector - Mixue Group plans to invest 285.6 million RMB to acquire a 51% stake in Fulu Family (Zhengzhou) Enterprise Management [4] - This acquisition will make Fulu Family a non-wholly owned subsidiary of Mixue Group [4] Group 5: Technology and AI Developments - Apple has denied any wrongdoing in its collaboration with OpenAI, stating that it plans to work with various AI chatbots in the future [8] - Microsoft is integrating AI services into its Office suite to compete with ChatGPT, launching a higher-priced version of Microsoft 365 [11] - Apple is shifting focus from upgrading its Vision Pro headset to developing smart glasses to compete with Meta's products [11] Group 6: Financial Performance of Nike - Nike reported Q1 revenue of 11.72 billion USD, a year-on-year increase of 1.1%, surpassing estimates [11] - The gross margin for the quarter was 42.2%, down from 45.4% year-on-year but above the expected 41.7% [11] Group 7: Employment Changes in Major Corporations - ExxonMobil announced a global workforce reduction of approximately 2,000 positions, representing about 3% to 4% of its total workforce [12] - The layoffs are part of a long-term restructuring plan focused on core growth projects [12]

每经编辑｜张喜威 王晓波 1 隔夜市场 美股三大指数集体收涨，道指涨0.09%，纳指涨0.42%，标普500指数涨0.34%，英特尔涨超7%，特斯拉涨超3%，微软、苹果、谷歌、亚马逊涨幅不足1%， Meta跌超2%；减肥药、药品制造商、半导体设备概念涨幅居前，阿斯利康涨近10%，美光科技、礼来涨超8%，默沙东、罗氏涨超7%，辉瑞、诺和诺德涨超 6%，阿斯麦涨超3%。纳斯达克中国金龙指数涨1.44%，中概股普遍上涨，百度、世纪互联涨超4%，京东涨超3%，阿里巴巴涨超2%，哔哩哔哩、小鹏汽车 涨超1%。 美国9月ISM制造业PMI为49.1，预估49，前值48.7。美国9月标普全球制造业PMI终值为52，前值52。 国际贵金属期货普遍收涨，COMEX黄金期货涨0.5%，报3892.6美元/盎司；COMEX白银期货涨1.67%，报47.42美元/盎司。 国际油价走低，美油主力合约收跌0.91%，报61.8美元/桶；布伦特原油主力合约跌0.95%，报65.4美元/桶。 欧洲三大股指收盘全线上涨，德国DAX指数涨0.98%报24113.62点，法国CAC40指数涨0.9%报7966.95点，英国富时100指数涨1.03 ...

Core Viewpoint - In September, the sales of new energy vehicles (NEVs) in China saw a significant increase for many manufacturers, while BYD experienced a decline in monthly sales compared to the previous year, primarily due to a drop in plug-in hybrid vehicle sales [2][5][6]. Summary by Category BYD Performance - BYD's NEV sales in September were 396,270 units, a year-on-year decrease of 5.52% [5][6]. - The decline was mainly attributed to a 25.58% drop in plug-in hybrid vehicle sales, which totaled 188,000 units, while pure electric vehicle sales increased by 24.31% to 205,000 units [6][10]. - BYD's overseas sales have stagnated since reaching a peak in June, with September's figures only slightly above those of January and February [9][10]. Competitor Performance - Geely's NEV sales reached 165,201 units in September, marking an 81.27% increase year-on-year [5][12]. - Great Wall Motors achieved 45,961 units in NEV sales, a 52.55% increase year-on-year [5][11]. - New energy vehicle sales from emerging manufacturers like Leap Motor and Xiaomi also hit record highs, with Leap Motor delivering 66,670 units, a 97.40% increase [5][17]. Emerging Manufacturers - Leap Motor became the first among new car manufacturers to exceed 60,000 monthly deliveries, marking a significant milestone [15][17]. - Xiaopeng and Xiaomi both surpassed 40,000 units in September, indicating a rising threshold for new energy vehicle sales among emerging manufacturers [17][20]. - NIO's deliveries reached 34,700 units, a 64.06% increase year-on-year, while Li Auto's deliveries fell by 36.79% to 34,000 units [20][25]. Market Trends - The market is witnessing a shift towards pure electric vehicles, with NIO focusing on this technology route and expecting 2025 to be a pivotal year for the NEV market [24][25]. - Li Auto is transitioning to pure electric models, with new launches aimed at enhancing their market position [27].

10月1日，造车新势力品牌披露9月交付数据。 9月，零跑汽车、小鹏汽车、小米汽车等造车新势力交付量均取得显著增长。其中，零跑汽车月交付首 次突破6万辆，小鹏汽车月交付首次突破4万辆，小米汽车月交付超过4万辆。 值得注意的是，小米汽车三季度交付超过10万辆，交付量已超过理想汽车和蔚来汽车。 此外，比亚迪9月新能源汽车销量达39.63万辆，去年同期为41.94万辆。今年三季度销量为111.4万辆。 小米汽车三季度交付超10万辆 此外，造车新势力品牌三季度整体交付情况也相继出炉。三季度，零跑汽车交付17.39万辆，小鹏汽车 交付11.6万辆，小米汽车交付超过10万辆，理想汽车交付9.32万辆，蔚来汽车交付8.71万辆。 数据显示，9月，零跑汽车、小鹏汽车、小米汽车等新势力品牌的交付量均取得显著的增长。 具体来看，9月，零跑汽车全系交付再创新高，交付量约6.67万辆，同比增长97%，月销量首次突破6万 辆关口。零跑汽车表示，这标志着零跑汽车自身发展迈上全新台阶，更刷新了中国造车新势力的单月交 付最高纪录。 零跑汽车交付量持续增长，得益于其在"纯电+增程"战略的布局下，不断丰富产品类型。9月25日，零跑 汽车宣布第10 ...

Group 1: Box Office and Consumer Behavior - The box office for the National Day holiday in 2025 exceeded 4 billion yuan [1] - The expected cross-regional flow of people during the holiday is over 330 million [1] - On the first day of the holiday, the national railway is expected to send 23 million passengers [1] Group 2: Automotive Industry Performance - BYD reported September sales of 396,300 new energy vehicles, a decrease from 419,400 units in the same month last year [1] - Great Wall Motors sold 133,600 new vehicles in September, with new energy models and overseas sales reaching new highs [1] - NIO delivered 34,749 new vehicles in September, setting a historical record [1] - Xiaomi's vehicle deliveries in September exceeded 40,000 units [1] - XPeng Motors delivered 41,581 new vehicles in September, achieving a historical high for single-month deliveries [1] - Li Auto delivered 33,951 new vehicles in September [1] - Leap Motor achieved total deliveries of 66,657 units in September, marking a new high [1]

10月1日，比亚迪、小米汽车等车企相继发布9月份的交付数据。 比亚迪股份公告，9月新能源汽车总销量396,270辆，去年同期为419,426辆；本年累计销量3,260,146辆， 累计同比增长18.64%。 鸿蒙智行公布数据显示，9月全系共交付新车52916台，全系累计交付突破95万台。 长城汽车公布数据显示，9月销售新车13.36万辆，同比增长23.29%。 吉利汽车9月销量273,125辆，同比增长35%。 零跑汽车9月交付量达66,657辆，同比增长97.4%，环比增长16.81%，刷新了造车新势力的单月交付最高 纪录，并连续七个月领跑新势力交付榜。零跑汽车以"高性价比"策略聚焦主流市场，其中B系列和C系 列车型在10万~20万元市场区间表现尤为突出。 小鹏汽车9月交付新车41,581辆，同比增长94.74%，环比增长10.27%，单月交付量首次突破4万辆，并连 续11个月交付过3万；1~9月，累计交付313,196辆，同比增长217.77%。 蔚来汽车9月交付新车34,749辆，同比增长64.06%，连续两个月交付量突破3万辆。其中，蔚来品牌交付 新车13,728辆；乐道品牌交付新车15,246辆；f ...

Core Viewpoint - The article discusses the emergence of a new market structure in the Chinese electric vehicle (EV) sector, highlighting the shift from the previously dominant "Wei Xiaoli" (Weilai, Xiaopeng, Li Auto) to a new group termed "BIG 6+1," which includes Tesla, Li Auto, Hongmeng Zhixing, Xiaomi, Xiaopeng, NIO, and Zero Run. This shift indicates a significant change in market dynamics as these companies collectively approach or surpass the sales of leading brand BYD, marking the beginning of a new competitive phase in the EV market [4][18]. Market Dynamics - By August 2025, the total insurance registrations of the seven new force car companies approached or briefly exceeded that of BYD, indicating a potential shift in market leadership [4][6]. - The "BIG 6+1" collectively accounted for a market share of approximately 15.25% in August 2025, with BYD holding a share of 13.97% [17]. Definition of New Forces - The term "new forces" in the automotive industry lacks a precise definition, but a simple distinction can be made based on whether a company has the qualification to produce fuel vehicles. Companies without this qualification can only produce pure electric or extended-range products [5][6]. Sales Rankings - In the August 2025 sales rankings, the top seven new force companies were Tesla (57,152 units, 2.81%), Zero Run (51,162 units, 2.52%), Hongmeng Zhixing (40,012 units, 1.97%), Xiaomi (36,396 units, 1.79%), Xiaopeng (34,691 units, 1.71%), NIO (16,434 units, 0.81%), and Li Auto (28,529 units, 1.40%) [6][7]. Product Offerings - The "BIG 6+1" companies have a limited number of main models, with most brands offering around seven models. Tesla, while having many variants, primarily sells three main models [9][8]. - The average selling prices of the brands vary, with Tesla at 29.67 million yuan, Li Auto at 34.90 million yuan, and Zero Run at 12.98 million yuan, indicating a diverse pricing strategy among the new forces [13][15]. Distribution Channels - The distribution network of "BIG 6+1" varies, with Zero Run and Hongmeng Zhixing having the most stores (around 942 and approximately 1,000 respectively), while Tesla and Xiaomi have around 300-400 stores [11][12]. Future Outlook - The article predicts that as the "BIG 6+1" solidifies its market position, it will significantly impact the overall EV market, potentially leading to a new phase of competition and market consolidation [18].

每经编辑｜毕陆名 10月1日，小米汽车等造车新势力相继发布9月份的交付数据。 小米汽车9月交付量超过40000台。 理想汽车公布9月交付数据。2025年9月，理想汽车交付新车33,951辆。2025年第三季度，理想汽车交付93,211辆。截至2025年9月30日， 理想汽车历史累计交付量为1,431,021辆。 小鹏汽车公布最新交付成绩：2025年9月，小鹏汽车共交付新车41,581台，同比增长95%，环比增长10%，单月交付量突破4万台，创下历 史新高。2025年1~9月，小鹏汽车累计交付新车313,196台，同比增长218%。 零跑汽车9月全系交付再创新高，达66657台，同比增长超97%，月销量首次突破6万台。 蔚来汽车9月交付34,749辆汽车，同比增长64.1%。在截至2025年9月的三个月内，蔚来共交付了87,071辆汽车，同比增长40.8%。截至2025 年9月30日，累计交付量已达到872,785辆。 一汽丰田公布9月销售业绩：9月销售新车71031辆；1~9月累计销售新车587011辆，同比增长9.3%。 每日经济新闻综合公开信息 封面图片来源：视觉中国 ...