示，碳足迹管理是"碳中和"落地的关键，供应链碳管理则是车企碳足迹管理的核心。未来，赛力斯将持 续推动汽车低碳变革，提升ESG治理水平，并积极打造绿色产业链，为实现国家"双碳"目标贡献自己的 力量。 在国家"双碳"战略全面深化、全球可持续发展迈向新阶段的时代背景下，新能源汽车产业作为实现绿色 发展的关键力量，正迎来新的使命与机遇。9月26日，"赛链同行 碳索新篇"赛力斯可持续发展论坛 (2025)暨绿色产业链战略发布会在重庆举行。本次活动旨在展示赛力斯以ESG战略驱动可持续发展的成 果，推动构建多方共信的绿色价值生态。 赛力斯集团轮值总裁张正萍，工业和信息化部国际经济技术合作中心副研究员房增强，以及赛力斯供应 链伙伴、研究机构代表共同出席了论坛。 张正萍在致辞中强调，赛力斯将可持续发展作为企业基因，积极响应国家"双碳"目标，将ESG理念深度 融入发展战略。他分享了赛力斯在碳管理数字化平台、技术、产品、绿色制造等方面的实践，其中特别 提到了问界纯电行驶占比高达70%，这一数据表明多数用户日常选择经济又环保的出行方式。同时，他 也提出公司将以"2045年生产运营碳中和、全价值链条近零排放"为目标，从设计、供应链、制 ...

Group 1 - The core viewpoint of the news is that the A-share automotive sector, led by Seres, has shown strong performance, with Seres' stock hitting a historical high and a market capitalization exceeding 260 billion yuan [1][2] - Seres announced plans to issue up to 33,147,723.5 shares for overseas listing on the Hong Kong Stock Exchange, which has contributed to the stock's rise [2] - The new model, the Aito Wenjie M7, launched on September 23, has received a positive market response, with over 230,000 pre-orders by the launch date, acting as a catalyst for the stock price increase [2] Group 2 - Despite the recent stock price surge, Seres' year-to-date increase is less than 20%, but the stock has seen significant growth in 2023 and 2024, with increases of 90.55% and 75.48% respectively [2] - Financial performance shows that Seres recorded losses of 1.824 billion yuan in 2021, 3.832 billion yuan in 2022, and 2.45 billion yuan in 2023, but is projected to achieve total revenue of 145.2 billion yuan in 2024, a year-on-year increase of 305.5% [4] - The company is expected to continue its focus on the high-end smart electric vehicle market, leveraging its brand reputation and market share to drive growth in the second half of the year [5]

两市全天特大单净流出572.39亿元，其中26股特大单净流入超2亿元，赛力斯特大单净流入12.69亿元， 特大单净流入资金居首。 | 688347 | 华虹公司 | 95.77 | 5.96 | 2.96 | 电子 | | --- | --- | --- | --- | --- | --- | | 603083 | 剑桥科技 | 133.05 | 6.55 | 2.85 | 通信 | | 000826 | 启迪环境 | 2.51 | 10.09 | 2.60 | 环保 | | 002725 | 跃岭股份 | 15.79 | 10.03 | 2.56 | 汽车 | 沪指今日收盘下跌0.65%。资金面上看，沪深两市全天特大单净流出572.39亿元，共计1745股特大单净 流入，2890股特大单净流出。 特大单净流出资金排名 从申万一级行业来看，今日有8个行业特大单资金净流入，汽车特大单净流入规模居首，净流入资金 23.69亿元，该行业指数今日下跌0.56%，其次是银行，今日上涨0.08%，净流入资金为5.64亿元，净流 入资金居前的还有食品饮料、石油石化等行业。 特大单资金净流出的行业共有23个，净流出资金最多的 ...

Market Overview - A-shares experienced a volume contraction and correction on September 26, influenced by profit-taking and cautious sentiment ahead of the holiday, with technology sectors like semiconductors, CPO, and AI leading the decline [1][2] - The Shanghai Composite Index fell by 0.65% to 3828.11 points, while the ChiNext Index dropped 2.6% to 3151.53 points, and the Shenzhen Component Index decreased by 1.76% [2] Trading Activity - Daily trading volume decreased to 2.17 trillion yuan, with 3414 stocks declining and only 1805 stocks rising [3] - Notable declines included Luxshare Precision (-6.53%), Zhongji Xuchuang (-4.81%), and CATL (-3.17%), while Seirus saw an increase of 5.77% [3][4] Sector Performance - Major sectors such as computers, electronics, media, communication, machinery, and pharmaceuticals experienced significant adjustments [5] - The computer sector saw a decline of 3.26%, electronics dropped 2.75%, and communication fell 2.55% [6] Investment Sentiment - Market sentiment is cautious, with investors shifting from high-volatility tech stocks to defensive sectors due to heightened risk aversion ahead of the holiday [7][10] - Analysts suggest that the current market correction is a healthy consolidation, setting the stage for potential opportunities in October [1][9] Future Outlook - The upcoming week is expected to see continued cautious sentiment as the National Day holiday approaches, with historical trends indicating a preference for risk aversion [9][10] - Investment strategies may focus on a mix of defensive and growth-oriented stocks, particularly in technology and undervalued blue-chip sectors [8][10]

Group 1 - XPeng Motors officially enters the markets of Switzerland, Austria, Hungary, Slovenia, and Croatia, planning to launch the 2025 models of XPeng G6 and G9, with the P7+ set for mid-2026 [2] - Anew AITO M7 has begun nationwide deliveries, with a monthly production capacity of up to 30,000 units [2] - Seres has successfully registered the "AITO Used Cars" trademark, covering services related to vehicle repair, maintenance, and charging [2] - BYD has announced a patent for a thermal runaway prevention device that can reduce or even avoid explosion risks, enhancing battery pack safety [2]

9月26日，华为造车伙伴、新势力车企赛力斯（601127.SH）股价一度涨停创历史新高，市值突破2600亿元。截至收盘，赛力斯股价涨5.77%，报157.22元/ 股，市值2568亿元。当日主力资金净流入1.87亿元，净流入额创4个月以来新高。 消息面上，赛力斯港股IPO迎来新进展。9月25日盘后，赛力斯发布公告称，公司发行境外上市外资股（H股）获中国证监会备案，拟发行不超过3.31亿股境 外上市普通股并在中国香港联合交易所上市。 冲刺"A+H"上市的背后，21财经·南财快讯记者梳理其投资动态发现，近两年，赛力斯业务实现盈利的同时，"买买买"的步伐也在加快，出现多笔"造车"相关 的大额对外投资订单。 此外，同日赛力斯在交易所互动平台透露其申请的"RoboREX"商标注册成功，引发不少投资者对其是否布局机器人领域的提问。而在其近期发布的秋季招 聘公告中，记者发现开设有具身智能相关需求岗位。 重金"买买买"加码造车，资产负债率超76% 对于赴港IPO目的，赛力斯方面称是为"推动全球化布局"。申请书显示，赛力斯拟将IPO募资净额的70%用于研发投入，20%用于多元化新营销渠道投入、海 外销售及充电网络服务，以提升全 ...

智通财经9月26日讯（编辑 梓隆），今日（9月26日），汽车板块龙头股赛力斯股价活跃，盘中一度触 及涨停，并创历史新高。截至收盘，其全天收涨5.77%，总市值也首次突破2500亿元。 成交额创历史第二，年内市值增长554亿 从量能数据上看，赛力斯今日交投活跃度显著提升，截至收盘，其全天成交额达160.02亿元，在今日整 个A股中排名第二，同时较昨日增长75%，并且也是其上市以来的次高纪录。自2016年6月15日上市以 来，赛力斯累计共有23次单日成交额在100亿元以上，其中，在2024年11月6日，赛力斯录得历史最高成 交额峰值纪录，达190.53亿元。 注：赛力斯近1年成交额变动情况（截至9月26日收盘） 注：赛力斯今日创历史新高（截至9月26日收盘） 伴随股价持续创下新高，赛力斯近期的融资余额也同步攀升至历史最高水平。截至9月25日数据，其目 前融资余额达107.98亿元，为上市以来最高纪录。从近期行情上看，赛力斯近1个月共获融资客近11.3亿 元增持，融资余额增幅达11.7%。其中，在9月10日至23日期间，赛力斯的融资余额一度迎来10日连 增。 注：总市值以证监会算法统计（截至9月25日数据，A股股本 ...

Core Viewpoint - The article provides a comprehensive overview of upcoming vehicle models from various manufacturers, detailing their specifications, market segments, and expected launch dates. Group 1: Upcoming Vehicle Models - Changan Automobile will launch the Deep Blue S07 on September 19, 2025, positioned as a B SUV with a price range of 156,900 to 173,900 CNY [12]. - GAC Passenger Vehicle is set to release the GAC Trumpchi Xiangwang S9 on September 19, 2025, classified as a C SUV, with prices ranging from 229,900 to 259,900 CNY [20]. - Jiangling Ford will introduce the Ford Lema on September 19, 2025, categorized as a B SUV, with a price range of 386,600 to 436,600 CNY [28]. - NIO will launch the ES8 on September 20, 2025, a D SUV priced between 406,800 and 446,800 CNY [36]. - NIO's ET9 will also debut on September 20, 2025, classified as a D NB with a price of 818,000 CNY [44]. - Avita Technology will release the Avita 07 on September 20, 2025, a B SUV with prices from 219,900 to 279,900 CNY [52]. - Chery New Energy will launch the iCAR V23 on September 21, 2025, an A SUV priced between 122,800 and 174,800 CNY [60]. - Geely Automobile will introduce the Lotus ELETRE on September 21, 2025, a C SUV with a price range of 558,000 to 863,000 CNY [68]. - Geely will also launch the Lotus EMEYA on September 21, 2025, a D NB priced between 538,000 and 873,000 CNY [76]. - Dongfeng Honda will release the CR-V on September 22, 2025, an A SUV with prices ranging from 185,900 to 239,900 CNY [84]. - SAIC General Motors will launch the Buick GL8 on September 22, 2025, a C MPV priced between 309,900 and 369,900 CNY [91]. - GAC Aion will introduce the Aion RT on September 22, 2025, an A NB with prices from 99,800 to 123,800 CNY [96]. - SAIC General Motors will also release the Cadillac XT5 on September 23, 2025, a B SUV priced between 379,900 and 459,900 CNY [103]. - GAC Toyota will launch the Fenglanda on September 23, 2025, an A SUV with prices ranging from 132,800 to 172,800 CNY [114]. - GAC Toyota will also release the Sienna on September 23, 2025, a C MPV priced between 299,800 and 393,800 CNY [130]. - GAC Toyota will introduce the Camry on September 23, 2025, a B NB priced at 191,800 CNY [138]. - Geely will launch the Starry on September 23, 2025, an A NB with prices ranging from 98,700 to 138,700 CNY [145]. - Geely will also release the Xingyue L on September 23, 2025, an A SUV priced between 158,700 and 179,700 CNY [151]. Group 2: Specifications and Features - The Deep Blue S07 features a pure electric engine with a maximum power of 200 kW and a range of 550 km [12]. - The GAC Trumpchi Xiangwang S9 is equipped with a 1.5T plug-in hybrid engine, offering a maximum power of 118 kW and an electric range of 252 km [20]. - The Ford Lema has a 2.3T engine with a maximum power of 202 kW and a torque of 429 N·m [28]. - The NIO ES8 offers a maximum power of 520 kW and a torque of 700 N·m, with a battery capacity of 102 kWh and a range of 635 km [36]. - The Avita 07 features a pure electric engine with a maximum power of 252 kW and a range of 610 km [52]. - The iCAR V23 has a maximum power of 185 kW and offers a range of 550 km [60]. - The Lotus ELETRE features a maximum power of 450 kW and a range of 650 km [68]. - The CR-V offers a 1.5T engine with a maximum power of 174 kW and a torque of 350 N·m [84]. - The Buick GL8 has a 2.0T engine with a maximum power of 174 kW and a torque of 350 N·m [91]. - The Aion RT features a pure electric engine with a maximum power of 150 kW and a range of 650 km [96].

Overall Market - The overall market for passenger vehicles includes ICE (Internal Combustion Engine), BEV (Battery Electric Vehicle), and PHEV (Plug-in Hybrid Electric Vehicle) [4] - In the first eight months of 2025, the total production and sales of vehicles reached 2,481,169 units, with a year-on-year growth of 13.5% [5] - The market share of new energy vehicles (NEV) in the overall market reached 23.1% in production and 23.5% in wholesale [5] Submarket Analysis - The new energy vehicle market is segmented into BEV and PHEV, with significant growth observed in both categories [4] - The retail sales of new energy vehicles in August 2025 reached 1,114,901 units, showing an increase of 8.8% compared to the previous year [5] Export Market - The export of new energy vehicles in the first eight months of 2025 totaled 499,341 units, reflecting a growth of 20.2% year-on-year [5] - The overall export market for vehicles, including complete vehicles and CKD (Completely Knocked Down), showed a positive trend with a total of 2,481,169 units exported [5] Manufacturer Performance - BYD remains the top manufacturer in the new energy vehicle segment, with wholesale sales of 371,501 units, marking a growth of 10.2% [21] - Tesla China reported a decline in wholesale sales by 4.0%, totaling 83,192 units [21] Vehicle Type Segmentation - In August 2025, the retail sales of new energy vehicles were dominated by SUVs, with 543,141 units sold, followed by sedans and MPVs [26] - The overall retail market for new energy vehicles showed a significant increase in the SUV segment, indicating a shift in consumer preference [26] Brand Positioning - The luxury brand segment, including brands like Mercedes-Benz and BMW, continues to maintain a strong presence in the market, with competitive sales figures [4] - The market is segmented into price ranges, with vehicles priced below 100,000 yuan showing a notable increase in sales [4] Country Positioning - The export market for new energy vehicles is expanding, with countries increasingly adopting electric vehicles, contributing to the growth of the export segment [20] - The penetration rate of new energy vehicles in the export market reached 43.5% in 2025, indicating a growing acceptance of these vehicles globally [20] Price Positioning - The price segmentation of vehicles shows that the demand for mid-range vehicles (100,000 to 300,000 yuan) is increasing, reflecting changing consumer preferences [4] - The overall market dynamics indicate a shift towards more affordable electric vehicles, which is expected to drive future growth [4]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601127 | 赛力斯 | 5.76 Z | 3.60% | -7.33 Z | -4.58% | 1.57亿 | 0.98% | | 002594 | 比亚迪 | 2.39 Z | 2.89% | -1.19 Z | -1.45% | -1.19亿 | -1.45% | | 000625 长安汽车 | | 1.67 Z | 9.69% | -9951.76万 | -5.77% | -6755.93万 | -3.92% | | 601238 广汽集团 | | 2138.45万 | 8.26% | -3159.20万 | -12.21% | 1020.74万 | 3.94% | | 000572 海马汽车 | | 1691.06万 | 3.01% | -2806.13万 | -4.99% | 1115.06万 | 1.98% | | 601633 长城汽车 | | 1 ...