点 击 蓝 字 关 注 我 们 目 录 1、工信部:拟全面提高车企智能化、网联化相关能力要求和生产准入门槛 行业信息 政策言意 2、绍兴市上虞区 2024年度第二批和 2025 年度第一批充电基础设施建设补贴兑现建议 方案公示 1、国轩高科:全固态电池技术领域实现关键突破,全固态金石电池处于中试量产阶段 2、海关总署：今年前三季度我国电动汽车出口自主品牌占比达 59.5% 3、北京今年新增机动车停车位 4.8 万个 4、加拿大地方政府要求取消对中国电动汽车关税 5、小米旗下基金入股汽车零部件公司盛势启创 6、我国建成世界最大充电网络 7、公安部:全国机动车保有量达 4.6 亿辆 8、拒绝"单押" 理想和欣旺达成立电池公司 9、京东将联合宁德时代、广汽推出新车 将于双 11 期间发布 10、2025年９月全球电动汽车销量首次突破 200万辆，中国继续领跑 11、9 月我国动力电池装车量 76.0GWh 同比增长 39.5% 12、工业和信息化部辛国斌：搭载组合驾驶辅助功能的乘用车新车销量占比超过 60% 13、赛力斯旗下蓝电汽车成立汽车销售新公司，注册资本 5000 万元 14、2025 世界智能网联汽车大会: ...

Core Insights - NIO delivered over 10,000 vehicles last week, with over 4,000 units from NIO, over 5,000 from Ladao, and over 1,500 from Firefly [1] - The Ladao L90 achieved a record weekly delivery of over 3,500 units, marking a 50% increase in production capacity compared to the previous month [1] - The new generation ES8 has officially entered the ramp-up phase [1] Group 1 - The Ladao L90 is positioned as a flagship large electric SUV in the 300,000 RMB market segment, with pre-sales starting in July and achieving 20,000 deliveries by September 29 [1] - Industry analysts predict that the cumulative deliveries of the Ladao L90 could exceed 30,000 units this week [1] Group 2 - NIO's new ES8 has its production capacity fully booked for the first quarter of next year, with prices ranging from 406,800 to 446,800 RMB for purchase and 298,800 to 338,800 RMB for battery rental [2] - NIO's founder and CEO, Li Bin, emphasized that the company aims to achieve quarterly profitability by Q4 2025, focusing on increasing vehicle sales rather than merely cutting costs [2] - To drive profitability, the company will focus on three key areas: effective marketing of key models, ensuring supply chain stability and cost reduction, and timely delivery of high-quality software versions [2]

Group 1 - The core viewpoint of the article highlights a collective rise in automotive stocks, particularly in the electric vehicle (EV) sector, driven by strong sales performance in September 2025 [1] - Companies such as Li Auto, Xpeng Motors, and NIO have seen significant stock price increases, with Li Auto up 1.79% to HKD 87.95, Xpeng up 4.12% to HKD 84.7, and NIO up 3.64% to HKD 54.1 [1] - The China Association of Automobile Manufacturers reported that September 2025 saw record high production and sales of new energy vehicles (NEVs), with production reaching 1.617 million units and sales at 1.604 million units, marking year-on-year growth of 23.7% and 24.6% respectively [1] Group 2 - Guohai Securities indicated that the vehicle replacement policy is expected to boost passenger car sales beyond expectations in 2024, with the continuation of this policy in 2025 providing further support for automotive consumption [1] - Zhongyin International anticipates that with the sales peak approaching, domestic NEV sales in 2025 are likely to maintain high growth [1]

消息面上，据中国汽车工业协会分析，9月，新能源汽车月产销量创历史新高，新能源汽车国内销量占 比较同期明显提升。2025年9月，新能源汽车产销分别完成161.7万辆和160.4万辆，同比分别增长23.7% 和24.6%。国海证券指出，2024年以旧换新政策催化下乘用车销量表现超预期，2025年以旧换新政策延 续，对汽车消费向上进行支撑。中银国际认为，预计随着销售旺季到来，2025年国内新能源汽车销量有 望保持高增。 智通财经APP获悉，汽车股集体上扬，截至发稿，零跑汽车(09863)涨4.73%，报61.95港元；小鹏汽车- W(09868)涨4.12%，报84.7港元；吉利汽车(00175)涨3.96%，报19.94港元；蔚来-SW(09866)涨3.64%， 报54.1港元；理想汽车-W(02015)涨1.79%，报87.95港元。 ...

Group 1: Government Shutdown Impact - The U.S. Senate failed to pass a government funding bill, resulting in the continuation of the government shutdown that began on October 1 [1][2] - The funding bill aimed to extend government funding until November 21 but did not meet the required 60 votes, receiving only 50 in favor [2] - The shutdown has led to the National Nuclear Security Administration (NNSA) initiating forced unpaid leave for approximately 1,400 employees, marking the first such occurrence since the agency's establishment in 2000 [4][5] Group 2: Economic Data and Federal Reserve - The government shutdown has caused a "data vacuum," complicating the Federal Reserve's ability to assess economic conditions, particularly regarding inflation and employment risks [6][7] - Financial markets expect the Federal Reserve to lower the benchmark interest rate by 25 basis points to a range of 3.75%–4.00% during the upcoming policy meeting [7] - The average monthly non-farm employment growth from June to August was only 29,000, significantly below pre-pandemic levels, raising concerns about the labor market's true state [7][8] Group 3: Stock Market Performance - U.S. stock markets experienced significant gains, with major indices rising over 1%, driven by optimism from quarterly earnings reports and improved risk appetite [3][10] - Apple Inc. saw its stock price reach a record high of $262.24, with a market capitalization of $3.89 trillion, surpassing Microsoft to become the second-largest company by market value in the U.S. [13][15] - The iPhone 17 series has shown strong early sales, outperforming the iPhone 16 series by 14%, indicating a positive trend for Apple's future sales [15]

云南：11月1日起暂停2025年云南省汽车报废及置换更新补贴申请 10月19日，云南省商务厅发布公告，根据消费品以旧换新有关政策要求和云南省专项资金安排及使用情况，将自2025年11 月1日00:00起，暂停云南省2025年汽车报废更新补贴申请，暂停发放云南省2025年汽车置换更新补贴名额。 国际新闻 荷兰经济事务部大臣就安世半导体纠纷寻求对华会谈 当地时间10月19日，据英媒报道，荷兰经济事务部大臣文森特·卡雷曼斯在接受媒体采访时表示，他预计将在几天内与中国 政府官员会面，讨论如何解决围绕芯片制造商安世半导体的争端，此事正对全球汽车供应链构成威胁。卡雷曼斯称，在安世半 导体一事上，"中方似乎认为我们在与美国联手"进行干预，但"事实上此次行动目的是防止该公司前中国首席执行官将业务和知 识产权转移出欧洲"。9月30日，荷兰政府突然接管了总部位于荷兰、但属中国公司闻泰科技旗下子公司的安世半导体，此举引 发中国政府禁止该公司的成品出口。 电装拟向丰田纺织出售海外空气滤清器股份 国内新闻 国家统计局：截至9月10日，今年全国汽车以旧换新申请已突破830万份 10月20日，国家统计局新闻发言人就2025年前三季度国民经 ...

美东时间周一，美股三大股指均收涨超1%，重回历史高位附近。 纳斯达克中国金龙指数收涨2.39%，热门中概股多数上涨。爱奇艺涨超8%，蔚来涨近5%，金山云涨超 4%，阿里巴巴涨近4%。 苹果涨约4%，创历史新高，市值一夜大涨1476亿美元（约合人民币10517亿元），最新市值3.89万亿美 元，成为美国第二大市值公司，超越微软，仅次于英伟达。 （文章来源：21世纪经济报道） ...

Group 1: Trade Tensions between the US and India - President Trump threatens to impose "huge tariffs" on Indian goods if India does not stop purchasing Russian oil, escalating tensions between the two countries [2][5] - Recent trade negotiations between the US and India show narrowing differences, with hopes of reaching a trade agreement and reducing punitive tariffs [2][10] - The ongoing trade discussions are sensitive, focusing on agricultural and dairy product access, with the US pushing for expanded access to India's agricultural market [11] Group 2: Impact on Markets - On October 20, US stock markets saw significant gains, with major indices rising over 1%, driven by strong performances from large tech stocks [2] - Notable increases included Apple, which rose approximately 4%, reaching a market capitalization of $3.89 trillion, making it the second-largest company in the US [2] Group 3: Oil Imports and Economic Implications - India remains the largest buyer of discounted Russian oil, with imports increasing in October, contrary to claims of a reduction [5][8] - India's oil imports are projected to grow by 2.3% in 2024, reaching 240 million tons, indicating a continued reliance on Russian oil despite geopolitical pressures [8] - The imposition of tariffs has led to a significant decline in India's exports to the US, with a reported 20% drop in September compared to the previous year [11][12]

欧元区蓝筹股指涨1.3%，创收盘历史新高，英飞凌和德国军工股RHM涨超5%领跑。意大利银行板块收 涨超2%，德国股指涨1.8%，法国股指逼近历史最高位。 大型科技股普遍上涨，英伟达跌0.32%，微软涨0.63%，苹果涨3.94%，谷歌涨1.28%，亚马逊涨1.61%， Meta涨2.13%，特斯拉涨1.85%。 热门中概股集体上涨，纳斯达克中国金龙指数涨2.39%，阿里巴巴涨3.84%，京东涨2.09%，拼多多涨 2.40%，蔚来涨4.59%，小鹏汽车涨1.23%，理想汽车涨0.09%，哔哩哔哩涨1.85%，百度涨1.76%，网易 涨3.13%，腾讯音乐涨1.70%，小马智行涨1.76%。 美东时间周一，随着贸易形势缓和，加上苹果股价大涨的助攻，三大指数均涨超1%，重回历史高位附 近。截至收盘，道琼斯指数涨1.12%，报46,706.58点；标普500指数涨1.07%，报6,735.13点；纳斯达克 指数涨1.37%，报22,990.54点。 根据德意志银行最新测算，若金价突破每盎司5790美元，黄金将与美元在全球储备中平分秋色，各占 36%，实现历史性超越。这一价格仅比当前水平高出约33%。 过去六个月金价 ...

美东时间周一，随着贸易形势缓和，加上苹果股价大涨的助攻，三大指数均涨超1%，重回历史高位附近。截至收盘，道琼斯指数涨1.12%，报46,706.58 点；标普500指数涨1.07%，报6,735.13点；纳斯达克指数涨1.37%，报22,990.54点。 欧元区蓝筹股指涨1.3%，创收盘历史新高，英飞凌和德国军工股RHM涨超5%领跑。意大利银行板块收涨超2%，德国股指涨1.8%，法国股指逼近历史最高 位。 《 全球储备资产大变局：央行"买买买"，若黄金突破5790美元，将超越美元地位 》华尔街见闻 大型科技股普遍上涨，英伟达跌0.32%，微软涨0.63%，苹果涨3.94%，谷歌涨1.28%，亚马逊涨1.61%，Meta涨2.13%，特斯拉涨1.85%。 热门中概股集体上涨， 纳斯达克中国金龙指数涨2.39% ，阿里巴巴涨3.84%，京东涨2.09%，拼多多涨2.40%，蔚来涨4.59%，小鹏汽车涨1.23%，理想汽车 涨0.09%，哔哩哔哩涨1.85%，百度涨1.76%，网易涨3.13%，腾讯音乐涨1.70%，小马智行涨1.76%。 现货黄金在尾盘加速上涨，日内涨幅一度扩大至3.0%，COMEX黄金期货涨幅更 ...