部分传统车企也公布了10月销量成绩。10月，比亚迪新能源汽车销量达441706辆，同比下滑12%，环比 增长11.47%，海外销量大幅增长155%，全球化发展进一步提速。上汽集团10月汽车销量达453978辆， 同比增长12.96%，已连续十个月实现同比增长。其中，新能源车销量达206692辆，同比增长31.6%。奇 瑞集团10月汽车销量达281161辆，同比增长3.3%。其中，新能源汽车销量达110346辆，同比增长 54.7%，首次单月突破11万辆。 转自：北京日报客户端 进入11月，多家车企披露10月销量或交付数据。由于新能源购置税免费、以旧换新置换补贴等进入倒计 时，叠加车企密集上市新车型等有利因素，今年车市"银十"变"金十"，市场格外火热，多家车企销量表 现强劲。新势力中，零跑汽车月销量首次超过7万辆，小鹏汽车、蔚来汽车月交付均超过4万辆，创下品 牌新高。 新势力阵营中，零跑汽车单月交付达70289辆，同比增长超84%，今年三季度以来，该品牌销量不断攀 升，多月蝉联新势力月度销冠。小鹏汽车10月交付42013辆，创历史新高，同比增长76%，环比增长 1%。同样交付量创新高的还有蔚来汽车，在爆款新车型 ...

Group 1: Hong Kong Stocks - Anhui Wantuo Expressway (00995) saw a rise of over 4%, reporting a revenue of 5.3855 billion yuan for the first three quarters of 2025, a year-on-year decrease of 2.07%, while net profit increased by 5.43% to 1.477 billion yuan [1] - Conant Optical (02276) increased by over 5%, with a cumulative rise of over 22% in the last six trading days, as it is the exclusive lens supplier for Alibaba's Quark AI glasses [1] - China Construction Bank (00939) rose over 3%, reporting a revenue of 174.376 billion yuan for Q3 2025, a year-on-year decrease of 1.77%, while net profit increased by 4.19% to 95.284 billion yuan [1] - Xiaomi Group-W (01810) increased by over 3%, with over 40,000 cars delivered in October 2025, and a total of over 290,000 cars delivered in the first ten months of the year, more than double last year's total [1] Group 2: Other Notable Stocks - Modern Dairy (01117) rose nearly 5% after announcing a 37.52 million HKD acquisition of approximately 1.28% of China Shengmu's shares, increasing its stake to over 30% [2] - China Coal Energy (01898) increased nearly 4%, reporting a 23.78% year-on-year decline in Q3 revenue, but a 28.26% quarter-on-quarter profit increase, with a 21.24% revenue decline for the first three quarters [2] - Wan Zhou International (00288) rose over 3%, reporting a revenue of 20.477 billion USD for the first nine months of 2025, an increase of 8.54%, and a profit of 1.168 billion USD, up 8.05% [2] Group 3: Biotech and Medical Stocks - Kangfang Biologics (09926) rose over 5% after its dual-specific antibody drug was included in the breakthrough therapy designation list, accelerating its clinical development for triple-negative breast cancer [3] - Chunli Medical (01858) increased over 9%, with a revenue of 756 million yuan for the first three quarters, a year-on-year increase of 48.75%, and a net profit of 192 million yuan, up 213.21% [4] Group 4: US Stocks - Tesla (TSLA.US) rose nearly 4% as it prepares to showcase its Cybercab autonomous taxi at the China International Import Expo [5] - Roku (ROKU.US) increased over 6%, reporting a revenue of 1.21 billion USD for Q3, a year-on-year increase of 14% [5] - First Solar (FSLR.US) rose over 14%, reporting Q3 sales of 1.59 billion USD, an 80% year-on-year increase [5] - Amazon (AMZN.US) increased over 9%, with Q3 net sales growing 13% to 180.2 billion USD, exceeding analyst expectations [6]

往 期推荐 1.比亚迪：10月销量44.17万辆，同比增长5.31%，环比增长11%，2025年累计销量370.19万辆，累计同比增长20.93%。 2.吉利汽车：10月销量30.71万辆，同比增长35.49%，环比增长12%，2025年累计销量247.73万辆，累计同比增长44.33%。 3.长城汽车：10月销量14.31万辆，同比增长22.50%，环比增长7%，2025年累计销量106.64万辆，累计同比增长9.87%。 4.小鹏汽车：10月销量4.20万辆，同比增长76%，环比增长1%，2025年累计销量35.52万辆，累计同比增长190.02%。 5.理想汽车：10月销量3.18万辆，同比下降38.25%，环比下降6%，2025年累计销量32.89万辆，累计同比下降16.36%。 6.蔚来汽车：10月销量4.04万辆，同比增长92.59%，环比增长16%，2025年累计销量24.16万辆，累计同比增长41.91%。 7.零跑汽车：10月销量7.03万辆，同比增长94.78%，环比增长5%，2025年累计销量46.58万辆，累计同比增长126.93%。 8.极氪：10月销量2.14万辆，同比下降14.4 ...

每经AI快讯，小鹏汽车-W涨近5%，截至发稿，涨4.76%，报91.35港元，成交额6.52亿港元。 ...

消息面上，11月1日，小鹏汽车披露最新交付成绩。2025年10月，小鹏汽车共交付新车42013台，同比增 长76%，环比增长1%，单月交付量创下历史新高，并连续2个月交付量超过4万台。2025年1-10月，小鹏 汽车累计交付355209台，同比增长190%。此外，小鹏汽车今日宣布，小鹏 X9鲲鹏超级增程技术发布会 将于11月6日19:00 举行。据官方介绍，小鹏X9超级增程首搭"鲲鹏"超级增程技术，以 "63.3度超快充磷 酸铁锂大电池 + 60L大油箱" 的黄金组合，成就了综合续航1602公里的全球续航最长的大7座座驾。 智通财经APP获悉，小鹏汽车-W(09868)涨近5%，截至发稿，涨4.76%，报91.35港元，成交额6.52亿港 元。 ...

人民财讯11月3日电，恒生指数开盘涨0.36%，恒生科技指数涨0.48%。蔚来、小鹏汽车涨超3%。 ...

小鹏汽车-W(9868.HK)盘初涨4.36%报91港元。消息面上，小鹏汽车宣布，2025年10月交付新车42,013 台，单月交付量创下历史新高，并连续2个月超过4万台。2025年1-10月，小鹏汽车累计交付355,209 台，同比增长190%。 ...

Core Insights - The overall delivery volume of new energy vehicle companies in October showed a month-on-month increase compared to September, with significant contributions from both traditional and new energy vehicle manufacturers [1] Group 1: Company Performance - BYD achieved a total sales volume of 441,706 units in October, marking an 11.47% increase month-on-month but a 12.13% decrease year-on-year [1] - Geely New Energy and Chery New Energy ranked second and third in sales, with year-on-year increases of 63.61% and 54.70%, respectively [1] - Leap Motor's monthly delivery volume reached a record high of 70,289 units, representing an 84.11% increase year-on-year [1] Group 2: State-Owned Enterprises - Among state-owned enterprises, Deep Blue, BAIC New Energy, and Lantu ranked highest in sales, with Lantu achieving nine consecutive months of growth since 2025 [1] - BAIC New Energy reported a remarkable year-on-year increase of 112.02% in sales, reaching 30,542 units in October [1] - Lantu's sales increased by 69.52% year-on-year, totaling 17,218 units [1] Group 3: Emerging Players - Companies like Xpeng and NIO also reported significant growth, with Xpeng achieving a year-on-year increase of 75.66% and NIO experiencing a decline of 38.25% [1] - The overall performance of new energy vehicle startups indicates a competitive landscape, with several companies breaking their previous monthly delivery records [1]

Core Insights - The article highlights the net inflow and outflow of funds for various companies in the Hong Kong stock market, indicating significant movements in investor sentiment and market dynamics [1][2][3] Net Inflow Summary - The top three companies with the highest net inflow of funds are Huahong Semiconductor (华虹半导体) with 388 million, Pop Mart (泡泡玛特) with 320 million, and Qingdao Beer (青岛啤酒股份) with 305 million [1][2] - The net inflow percentages for these companies are 8.15%, 7.92%, and 58.54% respectively, indicating strong investor interest, particularly in Qingdao Beer [2][3] Net Outflow Summary - The companies with the highest net outflow of funds include Alibaba-W (阿里巴巴-W) with -523 million, Southern Hang Seng Technology (南方恒生科技) with -429 million, and Tencent Holdings (腾讯控股) with -355 million [1][2] - The net outflow percentages for these companies are -3.89%, -4.86%, and -3.36% respectively, reflecting a negative sentiment among investors towards these stocks [2][3] Net Inflow Ratio Summary - The companies with the highest net inflow ratios are Shenzhen Expressway (深圳高速公路股份) at 68.48%, Anhui Wanshan Expressway (安徽皖通高速公路) at 64.22%, and Legend Holdings (联想控股) at 59.98% [1][3] - These ratios suggest a strong demand for shares in these companies relative to their trading volume [3] Net Outflow Ratio Summary - The companies with the highest net outflow ratios are Huadian International Power (华电国际电力股份) at -62.31%, CIMC Enric (中集安瑞科) at -54.98%, and Connoisseur-B (康诺亚-B) at -52.78% [1][3] - These figures indicate significant selling pressure and a lack of confidence among investors in these stocks [3]

Core Insights - The Chinese automotive market continued its strong growth in October, with major automakers reporting impressive sales figures, led by SAIC Motor with 454,000 units sold, followed by BYD and Chery Group, both exceeding 280,000 units [1][2] - The market dynamics were influenced by local subsidy policies, the National Day auto show, and year-end promotions, alongside the implementation of the fourth batch of trade-in subsidies and the launch of multiple new models [1][5] - The overall performance indicates a shift towards high-quality development in the Chinese automotive industry, with significant advancements in new energy vehicle penetration, high-end market positioning, and global expansion [1][5] Group 1: Major Automakers Performance - SAIC Motor achieved a monthly sales record of 454,000 vehicles in October, marking a year-on-year increase of 12.96% [2] - BYD sold 441,700 vehicles in October, with cumulative sales for the first ten months reaching 3,701,900 units, nearing its annual target for 2024 [2] - Geely and Chery also reported significant growth, with Geely's passenger vehicle sales at 307,100 units (up 35% year-on-year) and Chery's sales at 281,200 units (up 3.3%), including a remarkable 54.7% increase in new energy vehicle sales [2] Group 2: New Energy and Emerging Brands - New energy vehicles are becoming a key growth driver, with companies like Leap Motor achieving record sales of 70,300 units in October [3][4] - Hongmeng Zhixing and XPeng Motors are making strides in the high-end market, with Hongmeng selling 68,200 vehicles and XPeng achieving 420,100 units sold, reflecting a 76% year-on-year increase [4] - NIO and Li Auto are also progressing in multi-brand operations, with NIO selling nearly 40,400 units (up 92.6% year-on-year) and Li Auto reaching 31,800 units, with cumulative sales surpassing 1.46 million [4] Group 3: Market Outlook - The automotive market is expected to maintain its momentum into November, driven by promotional events like "Double 11" and the Guangzhou Auto Show, alongside continued subsidies [5] - The demand is anticipated to remain strong, with potential increases in sales due to the impending expiration of the new energy vehicle purchase tax exemption [5]