证券之星消息，10月29日乘用车板块较上一交易日上涨1.0%，赛力斯领涨。当日上证指数报收于 4016.33，上涨0.7%。深证成指报收于13691.38，上涨1.95%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601127 | 赛力斯 | 163.99 | 3.14% | 27.45万 | 44.54 Z | | 000572 | 步写汽车 | 6.11 | 2.17% | 184.18万 | 11.37亿 | | 600104 | 上汽集团 | 16.69 | 0.79% | 29.92万 | 4.97 Z | | 002594 | 比亚迪 | 104.52 | 0.77% | - 39.73万 | 41.29亿 | | 600733 | 北汽蓝谷 | 8.27 | 0.73% | 111.51万 | 9.18亿 | | 601238 | 广汽集团 | 7.78 | 0.26% | 25.68万 | 2666T | | 000625 | 长安汽车 | 12 ...

近日，经历新能源化和智能化巨变的中国汽车行业上市公司先后发布2025年三季报，多家企业业绩向 好。数据显示，广汽集团、上汽集团等传统车企面对行业巨变正在主动转型，通过聚焦自主品牌发展尽 快走出"阵痛期"，呈现亏损收窄、销量增长的新气象。与此同时，方兴未艾的中国新能源汽车产业链企 业凭借自身研发和成本等优势加速发展，宁德时代、厦钨新能等公司三季报表现亮眼。 传统车企：自主品牌销量稳步提升 上汽集团和广汽集团这两家中国产销规模长期领先的地方上市车企集团正在经历深度转型。广汽集团近 日披露的2025年三季报显示，前三季度，公司实现营收662.72亿元，同比下滑10.49%；净利润亏损 43.12亿元，同比下滑3691.33%。其中，第三季度营业收入为241.06亿元，同比减少14.63%；净利润亏 损17.74亿元，亏损额同比扩大27.02%。这是广汽集团上市以来亏损幅度最高的三季报。 广汽集团表示，业绩变动是综合因素所致，包括国内汽车行业竞争激烈、需求结构快速升级导致汽车销 量与盈利下滑，上年同期如祺出行港股上市估值溢价等。 上汽集团整体销量的上涨主要得益于自主品牌销量的稳步提升。上汽集团在年初启动了"大乘用车" ...

Group 1: Overview of Manufacturing Developments in Thailand - The Haier air conditioning industrial park in Chonburi, Thailand, officially commenced production on September 23, with an annual planned capacity of 6 million units [1] - Hisense's HHA smart manufacturing industrial park is set to be completed by 2030, with an expected annual production capacity of 2.6 million units [1] - The Thai Investment Promotion Committee approved a 3 billion THB investment for Oma's refrigerator production base, aiming for an annual output of 1.7 million units primarily for the European market [1] Group 2: Chinese Automotive Industry Expansion - Chinese automotive brands have significantly increased their presence in Thailand, with companies like BYD, Changan, and Foton embedding deeply into the local automotive supply chain [2] - In 2024, Thailand is projected to be the fourth largest export market for China's new energy vehicles, with exports expected to reach 178,000 units, a 35% increase year-on-year [2] - By the end of 2024, seven Chinese car manufacturers will have established operations in Thailand, achieving a full cycle from planning to production and sales [2] Group 3: Thailand's Strategic Advantages - Thailand's geographical location and political stability make it an attractive manufacturing hub, connecting to major Southeast Asian markets [4] - The rise of Laem Chabang Port as Southeast Asia's second-largest container port enhances Thailand's manufacturing competitiveness by facilitating international trade [4] - Labor costs in Thailand are lower than in China, with the minimum monthly wage in Thailand being approximately 77% of that in China, making it appealing for foreign investment [4] Group 4: Market Dynamics and Consumer Demand - Thailand's automotive production accounts for 45% of ASEAN's total, positioning it as a key player in the Southeast Asian automotive industry [6] - The local production model has allowed Chinese car manufacturers to rapidly capture market share, especially in the electric vehicle segment [6] - The demand for home appliances in Southeast Asia is growing, with a projected annual growth rate of 5%-10% in the region's appliance market [8][9] Group 5: Chinese Home Appliance Industry Trends - The influx of Japanese home appliance companies into Thailand has inspired Chinese firms to follow suit, capitalizing on the growing demand for appliances [8] - Thailand is now the largest white goods manufacturing country in Southeast Asia, benefiting from the restructuring of the global white goods manufacturing industry [9] - Trade agreements like RCEP and favorable local policies have further incentivized Chinese appliance manufacturers to establish production facilities in Thailand [12][14] Group 6: Evolution of Chinese Manufacturing Strategy - The evolution of Chinese manufacturing overseas can be categorized into three phases: product export, brand export, and capability export [15] - Chinese companies are increasingly focusing on localizing their operations, including R&D and marketing, to better meet local consumer needs [16] - The market share of Chinese brands in Thailand's appliance sector has grown significantly, with Chinese brands capturing two spots in the top five air conditioning brands by 2024 [17] Group 7: Long-term Implications of Manufacturing Shifts - The successful "Thailand model" in the automotive sector is likely to influence other industries, including consumer electronics and renewable energy equipment [18] - The ongoing migration of manufacturing capabilities from China to Southeast Asia is part of a broader trend of global supply chain restructuring [19] - Thailand is positioned as a critical hub for Chinese manufacturing expansion, with the potential for continued growth and investment in the region [19]

Core Insights - As of October 27, a total of 100 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stock with the longest streak of net buying is Lao Feng Xiang, which has seen net buying for 11 consecutive trading days [1] - Other notable stocks with significant net buying days include Te Bao Biological, Dai Mei Co., ST Changyuan, Zhewen Hulin, Kai Chuang Electric, SAIC Motor, Hu Guang Co., and Zhong Bei Communication [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301289 | 国绩检测 | 66.08 | 5.37% | 7.81万 | 5.08亿 | | 688347 | 中可公司 | 133.50 | 4.71% | 51.30万 | 65.87亿 | | 601727 | 上海电气 | 9.71 | 3.52% | 459.77万 | 44.17亿 | | 600623 | 华谊集团 | 7.98 | 2.70% | - 35.96万 | 2.84亿 | | 600846 | 同济科技 | 14.77 | 2.57% | 12.26万 | 1.82亿 | | 601083 | 锦江航运 | 12.39 | 1.56% | 14.38万 | 1.78亿 | | 600642 | 申能股份 | 8.31 | 1.47% | 34.24万 | 2.83亿 | | 600604 | 市北高新 | 6.60 | 1.38% | 75.43万 | 4.90亿 | | 600895 | 张江高科 | 46.04 ...

Core Insights - The passenger car sector experienced a decline of 0.27% on October 27, with Great Wall Motors leading the drop [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Passenger Car Sector Performance - The closing prices and performance of key stocks in the passenger car sector are as follows: - BAIC Blue Valley: 8.06, +1.38%, volume 1.0499 million, turnover 848 million [1] - BYD: 104.01, +0.24%, volume 346,000, turnover 3.608 billion [1] - SAIC Motor: 16.68, 0.00%, volume 346,000, turnover 578 million [1] - Great Wall Motors: 22.91, -1.21%, volume 225,800, turnover 517 million [1] Fund Flow Analysis - The passenger car sector saw a net outflow of 844 million from main funds, while retail investors contributed a net inflow of 446 million [1] - The detailed fund flow for selected companies includes: - SAIC Motor: Main fund net inflow of 46.56 million, retail net outflow of 46.32 million [2] - Great Wall Motors: Main fund net inflow of 30.91 million, retail net outflow of 62.42 million [2] - BYD: Main fund net outflow of 246 million, retail net inflow of 130 million [2]

凤凰网科技讯 10月27日，上汽集团（600104）宣布，上汽旗舰·智己LS9预售发布会定档11月4日19:00， 此外，还有双向24°智慧四轮转向、520线超视域激光雷达、2.81L/100km油电综合折算能耗、402km CLTC增程纯电续航等。 据了解，新车长宽高分别为 5279/2000/1806mm，轴距3160mm。新车可选配车顶前照灯、露营灯、激光 雷达；还可选配多款轮毂，包括花瓣造型、多辐式以及更具豪华感的"大饼"轮毂。内饰上，新车可选装 半幅方向盘。 据官方介绍，智己LS9搭载的灵犀数字底盘3.0、B&O音响、4D机械按摩座椅、一体式超广域智慧探射 灯、瞬净新风系统、ERNC 2.0主动降噪技术、野奢户外套装均为行业首发。 ...

"一家创业十年的'非著名'智驾公司"——在日前的一场媒体沟通会上，创始人陈禹行这样形容自己一手创办的易航智能，用词准确之中还带着淡淡的自嘲。 回顾过去十年，智能驾驶行业呈现快速发展，却也历经大浪淘沙，无数曾风光无限的企业在技术迭代与市场考验中黯然退场。反观易航智能，这家由4位技 术青年创办的"非著名"公司，却在不追风口、专注实干下，凭借"全栈技术+工程化量产"的双轮驱动战略，在行业起伏中站稳脚跟，更在与理想、雷诺、上 汽等伙伴的合作中，书写了一段段从"隐身者"到"破局者"的精彩篇章。 从"生死路测"到销量冠军，奠定量产基石 2015年，当多数智驾公司扎堆追逐L4级自动驾驶的"宏大叙事"时，易航智能选择了一条看似"朴实"的路——聚焦L2级量产落地。彼时的团队仅有4人，没有 明星创始人的光环，也没有顶级名校的背书，在资本眼中，"不是那种看上去让人兴奋的项目"。创始人陈禹行回忆，那段日子里，"每天的想法只有怎么活 下去，钱从哪来？" 转机始于一场"赌上性命"的路测。2016年，明势资本创始人黄明明向易航抛出挑战："一个月内，把车从长春自动驾驶开到北京，我就投你们。"而背后等待 结果的，还有彼时车和家，如今理想汽车的 ...

中新网宁德10月27日电 (范正雄)27日上午，装载着上汽宁德基地生产的991辆名爵汽车的大型滚装船"上 汽安吉凤凰"轮，在位于福建省宁德市的宁德口岸漳湾宁连码头7号泊位出港，将航行至连云港，继续装 车后驶往沙特阿拉伯。 据了解，此次出口汽车的出口总值达1100万美元，也是"宁德造"乘用车首次出口沙特阿拉伯。 "往年出口汽车产品，需要通过公路或铁路运输方式，先将汽车产品运输至福清江阴港或厦门市再滚装 出口。"宁德出入境边防检查站执勤二队教导员李凤杰说，本次通过内外贸同船运输方式，行程约可节 省3至5天，极大节省了物流和时间成本。 为确保船舶到港"零等待"、出港"零延时"，宁德出入境边防检查站制定专项勤务方案和高效通关保障举 措，开设专轮专办"绿色通道"，实施24小时"全时段"通关服务。 安吉汽车物流(福建)有限公司安全质量经理马经炜说，在"家门口"装船出口，实现"出厂即发运"，物流 速度更快，订单交付周期更短，还可以根据海外的销售计划灵活安排发运。(完) 10月26 日，"上汽安吉凤凰"轮停靠在位于福建省宁德市的宁德口岸漳湾宁连码头。杨奥劼 摄 据宁德出入境边防检查站介绍，这是福建省今年以来出口至沙特阿拉伯的 ...

Core Viewpoint - The article discusses the development and market strategy of the automotive brand 尚界, a collaboration between Huawei and SAIC, focusing on their SUV models and the implications for their joint venture in the automotive sector [3][5]. Group 1: Model Development - 尚界's second and third models will be SUVs, with the third model based on a platform developed through the collaboration between SAIC and Huawei [2]. - Due to time constraints in the development of the first two models, 尚界 could not switch to the new platform in time, but the third model will benefit from the ready platform [3]. Group 2: Market Performance - The first SUV model, 尚界H5, achieved 160,000 pre-orders within 29 days, with 75% of orders for the Max version, indicating strong market interest [3]. - 尚界H5 has a monthly delivery target set between 50,000 to 80,000 units, aiming to be the top-selling model in its category [4]. - Currently, stores are selling approximately 6 units of 尚界H5 daily, positioning it among the top in its market segment [5]. Group 3: Strategic Implications - The success of the 尚界 series is crucial for both Huawei and SAIC, as it will test their collaborative capabilities and Huawei's ability to penetrate the market for electric vehicles priced below 200,000 yuan [5]. - The focus on SUVs aligns with market trends, as SUVs accounted for 49.4% of domestic retail sales in 2024, making it a competitive segment [5].