据悉，东风纳米BOX作为跨境租赁首单落地的首批车型，即将投入南非网约车市场。此次三方合作标志着中国汽车出海实现从单一"产品贸易"向"金融 +运营"综合服务模式的关键跃升，为中国汽车产业全球化开辟了新路径。 近日，国内汽车新零售平台花生好车集团与央企下属融资租赁公司——上海融和电科融资租赁有限公司（以下简称"融和电科租赁"），以及东 风汽车正式达成汽车全球跨境租赁战略合作。三方将依托天津东疆保税区，在长期限跨境租赁、海外网约车运营、国内长短租及二手车出口基地建 设等多个领域展开深度协作。 三方签约仪式现场 南非东风汽车4S店 业内分析指出，该项目的成功落地，是中国汽车产业与租赁贸易协同出海的标志性突破。项目创新性地整合了东风汽车的车辆资源、融和电科租赁的金 融能力与花生好车的运营体系，构建了"轻资产、重运营"的可复制出海新路径。这一模式不仅提升了中国汽车出海的附加值，也为行业后续的规模化、可持 续出海提供了重要参考，对未来中国汽车产业全球化发展具有积极的示范意义。 东风纳米BOX 融和电科租赁是一家致力于产业、金融与科技的综合产融服务平台。融和电科租赁将依托其在绿电交通金融领域的专业积累，为花生好车的海外出口业 ...

北京商报讯（记者 刘晓梦）12月4日，花生好车官方微信公众号平台发布消息称，近日花生好车集团与 融资租赁公司融和电科租赁，以及东风汽车达成汽车全球跨境租赁战略合作。三方将依托天津东疆保税 区，在长期限跨境租赁、海外网约车运营、国内长短租及二手车出口基地建设等多个领域展开深度协 作。 据了解，作为跨境租赁首单落地车型，东风纳米BO即将投入南非网约车市场。花生好车方面表示，此 次三方合作标志着中国汽车出海实现从单一"产品贸易"向"金融+运营"综合服务模式的跃升，为中国汽 车产业全球化开辟新路径。 整体模式上，融和电科租赁将依托其在绿电交通金融领域的积累，为花生好车海外出口业务提供全流程 金融服务；作为整车制造方，东风汽车将提供具备市场竞争力的车型，为出海业务奠定产品基础。 ...

Core Viewpoint - The new energy heavy truck market experienced significant growth in November 2025, with a record monthly sales of 24,000 units, reflecting a year-on-year increase of 176% and a month-on-month increase of 40% [5][26]. Market Performance - In the "Golden September and Silver October" of 2025, the new energy heavy truck market saw year-on-year increases of 252% and 153% respectively, with September achieving the highest monthly sales record [1][2]. - November 2025 marked a new monthly sales record with 24,000 new energy heavy trucks added, representing a month-on-month increase of nearly 7,000 units [6][5]. - The average monthly sales from January to November 2025 approached 15,000 units, with continuous high sales maintained since March [6]. Regional Sales Distribution - In November 2025, all 31 provincial-level administrative regions in China reported new energy heavy truck sales, with 16 regions adding over 500 units [8]. - Shanghai and Shanxi led the sales, each adding over 2,000 units in November [8][10]. Company Performance - In November 2025, the top four companies in new energy heavy truck sales all exceeded 3,000 units, with XCMG leading at 3,963 units, followed by SANY, Jiefang, and Heavy Truck [12][14]. - The majority of leading companies experienced significant year-on-year growth, with XCMG, Heavy Truck, and others achieving increases above the market average of 176% [16]. Cumulative Sales Data - From January to November 2025, cumulative sales reached 161,000 units, a year-on-year increase of 189% [19]. - The top six companies, including XCMG, SANY, and Jiefang, each surpassed 10,000 units in cumulative sales, with XCMG leading at 26,200 units [20][22]. Market Share Insights - The market share of the top five companies exceeded 10%, with XCMG at 16.27%, SANY at 15.63%, and Jiefang at 15.14% [24]. - The competition among companies remains tight, with small differences in market share among the top players [24]. Conclusion - The new energy heavy truck market in 2025 has consistently shown explosive growth, with record-breaking sales and strong performances from leading companies, indicating a robust market outlook for the remainder of the year [26].

Group 1 - The founder of Aibison, Ding Yanhui, expressed dissatisfaction with the chairman's salary of 4.3556 million yuan, which represents a 51% increase from the previous year's salary of 2.8845 million yuan, leading to a unique dissenting vote during the board election [5][6] - Aibison clarified that the dissenting vote was due to dissatisfaction with the company's incentive mechanism rather than the salary itself, indicating a need for reform in governance and profit distribution [6] Group 2 - OPPO's Chief Product Officer, Liu Zuohua, is personally leading the Pocket project, indicating the company's strong commitment to the handheld imaging market, which has seen significant growth [8][9] - The global sales of DJI's Pocket camera have reached approximately 10 million units, with expected revenue from handheld products surpassing 50 billion yuan this year [8] Group 3 - Xiaomi has exceeded its annual car sales target of 350,000 units, with total deliveries surpassing 500,000 units since April 3, 2024, and November deliveries consistently exceeding 40,000 units [14][15] - The CEO of Zhiyu, Zhang Peng, announced that the company's annual recurring revenue from model sales has exceeded 100 million yuan, positioning it as a leading player in the Chinese AI sector [17][18] Group 4 - The automotive market in November saw BYD leading with 480,186 units sold, a month-on-month increase of 8.71%, while other brands like NIO and Xpeng experienced significant declines in sales [26][28] - The competition in the new energy vehicle market is intensifying, with BYD maintaining a strong lead while other brands show signs of fatigue in growth [28] Group 5 - Apple is undergoing a leadership restructuring in its AI division, with John Giannandrea stepping down and Amar Subramanya taking over, aiming to accelerate the development of personalized AI features [40] - OpenAI has entered a "red alert" status, focusing resources on improving ChatGPT's user experience in response to competitive pressures from companies like Google [42][43]

点 击 蓝 字 关 注 我 们 本文全文共 691 字，阅读全文约需 2 分钟 11月新能源乘用车市场预判 随着年末新能源车辆购置税免税政策到期，11月车市步入年末抢购阶段，叠加厂商"双十一"促销活动，市 场热度应该持续攀升。但截至月中，全国大多数省份置换更新与以旧换新补贴出现不同程度的调整，加剧了消 费者的观望情绪，也为十一月车市带来较大的冲击。部分厂商及时调整新能源生产节奏，降低库存风险。 根据乘联分会最新数据，全国乘用车市场2025年10月新能源销量万辆以上厂商的批发销量占总体新能源 乘用车当月销量的93.4%。根据月初步汇总数据，这些10月新能源销量万辆以上厂商企业的11月销量为161万 辆。目前绝大部分厂商销量基本都已经锁定，因此按照上月结构占比结合本月数据，测算11月的全国新能源乘 用车批发销量为172万辆。 综上，根据月度初步乘联数据综合预估：11月1-30日，全国乘用车厂商新能源批发172万辆，同比增长 20%，环比增长7%。今年以来累计批发1,378万辆，同比增长29%。 注:乘联快报数据为初稿，与厂商终稿数据可能有差异，请不要与历史终稿数据直接对比，以防误导。 11月乘用车主力厂商新能源批 ...

截至2025年12月2日收盘，东风股份（600006）报收于7.42元，较前一交易日下跌0.54%，最新总市值为 148.4亿元。该股当日开盘7.46元，最高7.46元，最低7.4元，成交额达9133.18万元，换手率为0.62%。 《东风汽车股份有限公司关于获得政府补助的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司近日发布公告称，2025年11月28日，东风汽车股份有限公司收到与收益相关的政府补助资金 1731.66万元，占公司2024年度经审计归属于上市公司股东净利润的59.38%。该补助与公司日常经营活 动相关，但不具有可持续性。根据《企业会计准则第16号-政府补助》的规定，上述补助认定为与收益 相关的政府补助，将对公司2025年度利润产生积极影响。具体会计处理及对当年损益的影响以审计机构 年度审计确认结果为准。 最新公告列表 ...

Core Insights - Wuhan has seen significant growth in its academic and innovation landscape, with the recent addition of 11 academicians, marking the highest number in history, reflecting the city's commitment to reform and innovation [2] - The city is emerging as a hub for humanoid robotics, with a complete industrial chain covering 85% of key components, supported by a robust ecosystem of over 80 core enterprises and nearly 1,000 related companies [5][7] - Wuhan is actively developing its semiconductor industry, establishing a collaborative research institute and an innovation alliance that includes over 300 entities, aiming for high-quality development in this sector [8][11] - The automotive industry in Wuhan is transitioning towards smart and integrated systems, with significant collaborations between traditional manufacturers and tech companies like Huawei [9][10] - The logistics infrastructure in Wuhan is evolving, with the establishment of multiple logistics hubs and enhanced connectivity through rail and air transport, facilitating the export of high-value products [13][15] Innovation and Technology - Wuhan's humanoid robotics sector is thriving, with the establishment of the largest training platform in the country and a comprehensive coverage of key components [5][7] - The city has successfully transitioned a laser scanning device from reliance on imports to a domestically produced product, reducing size and cost significantly [7] - The establishment of a public service platform for chip manufacturing reliability testing is set to enhance the local semiconductor industry [8] Automotive Industry - The collaboration between Dongfeng Motor Group and Huawei to create a new smart vehicle brand signifies a deep integration of traditional manufacturing with modern technology [9][10] - Wuhan has developed a leading smart connected vehicle testing demonstration area, with extensive infrastructure supporting autonomous vehicle operations [10][11] Logistics and Trade - The launch of the China-Europe Railway Express from Wuhan reflects a shift towards higher-value goods in trade, with a growing network of international routes [13][14] - The city has established itself as a logistics hub with multiple types of logistics centers, enhancing its role in global trade [14][15] - The implementation of efficient customs processes and the establishment of free trade zones are driving significant growth in foreign trade [15]

Group 1 - The Chinese automotive market remains strong in November, but the impact of subsidy reductions is spreading beyond price-sensitive consumers, leading to a general delay in purchasing decisions [2] - NIO's CEO Li Bin noted a significant drop in new orders across the industry in November, with consumers adopting a wait-and-see approach [2] - BYD's sales in November reached 480,000 units, a year-on-year decline of 5.25%, indicating a shift from rapid growth to a need for structural adjustment [2] Group 2 - Geely's sales in November were 310,000 units, a year-on-year increase of 24%, supported by multiple product lines [3] - SAIC's overall sales reached 316,000 units, with a growth rate of 9.5%, indicating a stable performance across its brands [3] - Great Wall and Chery maintained steady sales, with Great Wall selling 133,200 units (up 4.57%) and Chery selling 255,800 units (down 2%) [3] Group 3 - The new energy vehicle segment is gaining traction among state-owned enterprises, with Dongfeng's Lantu surpassing 20,000 units in November [4][5] - Traditional brands like FAW showed stable performance, with total sales of 306,000 units in November, including a significant increase in new energy vehicle sales [5] Group 4 - Huawei's automotive strategy is evolving, with its smart vehicle delivery reaching 81,864 units in November, reflecting its growing influence in the industry [6] - The competition is shifting from vehicle-to-vehicle to ecosystem-to-ecosystem, highlighting the importance of integrated capabilities [6] Group 5 - New entrants like Leap Motor delivered 70,327 units in November, marking a year-on-year growth of over 75%, positioning themselves as significant competitors [6] - Xiaomi maintained stable delivery levels above 40,000 units, while XPeng and NIO also reported strong growth in November [7] Group 6 - The automotive market is entering a phase that tests companies' capabilities, with consumers becoming more discerning and extending their decision-making processes [8] - The focus of competition is shifting from subsidies to long-term brand value, supply chain stability, and technological advancement [9]

格隆汇12月1日丨东风股份(600006.SH)公布，2025年11月28日，公司收到与收益相关的政府补助资 金1731.66万元，占公司2024年度经审计归属于上市公司股东净利润的59.38%。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、 获得补助的基本情况 2025 年 11 月 28 日，东风汽车股份有限公司（以下简称"公司"）收到与收益相 关的政府补助资金 1731.66 万元，占公司 2024 年度经审计归属于上市公司股东净利 润的 59.38%。 东风汽车股份有限公司 关于获得政府补助的公告 证券代码：600006 证券简称：东风股份 公告编号：2025--070 二、补助的类型及其对上市公司的影响 上述政府补助与公司日常经营活动相关，但不具有可持续性。根据《企业会计准 则第 16 号-政府补助》的相关规定，将上述收到的政府补助资金认定为与收益相关的 政府补助。该笔政府补助将对公司 2025 年度的利润产生积极影响，具体的会计处理 以及对公司当年损益的影响最终以审计机构年度审计确认的结果为准，敬请广大投资 者注意投资风险。 特此公告。 东风汽车股份有限公司董事会 2025 年 12 月 2 日 ...