| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601238 广汽集团 | | 2.59 亿 ﺔ | 42.00% | -1.54 Z | -25.02% | -1.05 Z | -16.99% | | 002594 比亚迪 | | 1.89 Z | 6.17% | -5619.76万 | -1.83% | -1.33 Z | -4.34% | | 600733 北汽蓝谷 | | 8458.85万 | 12.57% | -2522.84万 | -3.75% | -5936.01万 | -8.82% | | 600104 上汽集团 | | 4265.49万 | 6.97% | -2579.32万 | -4.22% | -1686.18万 | -2.76% | | 601127 赛力斯 | | 3292.94万 | 1.09% | 1371.13万 | 0.45% | -4664.08万 | -1.54% | | 00 ...

每经记者｜曾剑 每经编辑｜魏官红 7月1日晚间，埃斯顿（002747,SZ）发布了定增发行情况报告书，公司此次向7名认购对象发行了 2839.29万股股份。在认购对象中，摩根大通银行协会、摩根士丹利国际、安联环球投资新加坡有限公 司（以下简称安联新加坡）等多家QFII/RQFII在列，成为公司这场定增的重要参与者。 整体浮盈颇丰 一位私募人士向《每日经济新闻》记者表示，此前，中国证监会、中国人民银行、国家外汇管理局发布 《合格境外机构投资者和人民币合格境外机构投资者境内证券期货投资管理办法》（以下简称《办 法》）。《办法》进一步降低了QFII、RQFII的投资准入门槛，便利投资运作，扩大了投资范围。在他 看来，这些相关政策的出台对于拉动外资流入A股市场，提升投资积极性助力显著。 QFII/RQFII频繁参与定增认购 据埃斯顿披露，摩根大通银行协会、摩根士丹利国际、安联新加坡此番分别获配公司股份464.29万股、 460.29万股、46.86万股，获配金额分别为1.3亿元、1.29亿元和1312.01万元。此次定增，埃斯顿的募资 总额为7.95亿元。显然，QFII方面的贡献不小。 埃斯顿的定增情况其实只是一个缩 ...

行情回顾 同花顺数据显示，上周（11月17日-11月21日，下同），新能源汽车指数（885431.TI）周内下跌7.25%，跑输沪深300指数3.48%。其中，汽车相关板块中表 现最好的是电机Ⅲ指数（884085.TI），周跌幅为6.30%。新能源车电池相关板块中表现最好的是充电桩指数（885461.TI），周跌幅为7.86%。 1.新能源汽车相关板块一周行情梳理 2.上市公司一周（11月17日-11月21日）行情梳理 新能源整车 | 代码 | 证券名称 | 收盘价(元) | | --- | --- | --- | | 600418.SH | 江淮汽车 | 48.26 | | 601238.SH | 广汽集团 | 7.6 | | 600733.SH | 北汽蓝谷 | 7.66 | | 000625.SZ | 长安汽车 | 11.79 | | 601633.SH | 长城汽车 | 21.62 | | 002594.SZ | 比亚迪 | 92.7 | | 601127.SH | 赛力斯 | 123.4 | | 000572.SZ | 海马汽车 | 9.45 | 电机电控 | 代码 | 证券名称 | 收盘价(元) ...

展台的持续火爆与行业大佬的盛赞，共同印证了问界M9在高端市场的绝对竞争力，更彰显了中国品牌 高端化的强劲势能。 作为稳坐全场C位的高端新能源领军车型，问界M9全系累计交付突破26万辆，创50万元级车型交付新 纪录。更斩获2024年新能源SUV车型净推荐值第一 、2024年混动大型SUV用户满意度第一 、2024年中 国新能源SUV保值率第一等成绩。凭借其科技配置、豪华体验和市场表现，问界M9已成为中国豪华电 动车领域的标杆。 11月23日，比亚迪董事长王传福带领一众高管现身广州车展问界展台，深度体验问界M9，为本就人山 人海的问界展台再添人气。 ...

作为赛力斯与华为联合打造的科技旗舰，问界M9全系累计交付突破26万辆，创50万元级车型交付新纪录；问界M8累计交付突破13万辆，蝉联40万级销 量冠军；全新问界M7，短短41天大定订单便突破9万台，全系累计交付已突破35万辆。 11月21日，问界全系产品及赛力斯最新技术成果：魔方技术平台2.0亮相广州车展，该平台以全景智慧为引领，以智能安全为底座，对智慧能源、智能 底盘、EEA架构和智慧空间进行了全新升级，是一个面向AI驱动的智慧电动汽车平台。 本届车展，问界创下其参展史上的规模与阵容之最。问界M9、问界M8、全新问界M7及问界新M5均同台展出。 车展现场还展示了多项最新的技术成果，包括在国内车展首次亮相的2.0T增程器和14合一超大集成增程系统，在集成化、NVH控制和能效表现上再攀 高峰，全面彰显赛力斯在增程技术领域的领先地位。 截至目前，问界已得到90万用户的信任，智能增程电动行驶总里程超214亿公里，纯电行驶里程占比达70%，辅助驾驶总里程已超过44.5亿公里，辅助 泊车激活次数达到2.8亿次。 在服务层面，问界构建了覆盖售前、交付与售后的智慧服务体系，累计完成主动服务关怀26.6万次，通过远程诊断为用 ...

Investment Rating - The report maintains a "Buy" rating for the automotive sector, anticipating a bottoming and upward trend in Q1 2026 [1]. Core Insights - The automotive sector is currently experiencing a cooling sentiment due to the impact of trade-in quotas, with October retail sales falling below expectations and November expected to perform moderately. The fourth quarter is also anticipated to underperform previous market expectations. However, the sector is expected to find a bottom and begin to rise in Q1 2026, presenting potential investment opportunities for the upcoming year [1][2]. Data Tracking - In early November, the discount rate for vehicles increased to 10.0%, up by 0.4 percentage points month-on-month and 1.5 percentage points year-on-year. The average discount amount rose by 23,103 yuan, with significant fluctuations among major brands [3]. - In October, new energy vehicle deliveries from leading companies showed a notable increase for BYD, which delivered 442,000 units, a month-on-month increase of 11.5% but a year-on-year decrease of 12.1%. Other companies like Leap Motor and Xpeng also reported significant year-on-year growth [3][20]. - Traditional automakers also saw growth in October, with Geely's sales reaching 307,000 units, a year-on-year increase of 35.0% and a month-on-month increase of 12.5% [3][23]. Industry News - The report highlights several key developments in the automotive industry, including the launch of new models and significant sales figures for new energy vehicles. For instance, from November 1 to 16, the retail sales of new energy vehicles reached 554,000 units, a year-on-year increase of 2% [30][31]. - The report also notes the introduction of advanced technologies in new models, such as the Deep Blue L06 and the Xiaopeng X9, which feature cutting-edge battery systems and autonomous driving capabilities [30][31].

Core Insights - The release of the Cyrus Magic Cube Technology Platform 2.0 marks a significant upgrade in the company's technology system, aiming to establish itself as a leading brand in high-end and intelligent vehicles in China [1][3] - The platform emphasizes AI-driven smart electric vehicles, enhancing features such as smart energy, intelligent chassis, EEA architecture, and smart space [1] - Since its collaboration with Huawei in 2021, the company has developed advanced smart technologies, including the Qian Kun intelligent driving and Harmony cockpit, enhancing vehicle connectivity and AI capabilities [2] Group 1 - The Magic Cube Technology Platform 2.0 is designed to create a more emotional, intelligent, safe, and reliable mobile companion for users [1] - The cumulative delivery of the AITO series vehicles has surpassed 900,000 units, indicating strong market acceptance [1] - The company has established a solid technological moat through innovations like the Magic Cube Technology Platform and Super Range Extension technology [3] Group 2 - The company raised a net amount of HKD 14.016 billion through its IPO on the Hong Kong Stock Exchange, with approximately 70% of the funds allocated for research and development [3] - The AI-enabled smart range extension technology solution integrates high-pressure architecture for optimal vehicle performance and efficiency [2] - The company aims to lead the luxury new energy vehicle sector and drive higher quality development in the Chinese automotive industry [3]

汽车 汽车 2025 年 11 月 23 日 投资评级：看好（维持） 行业走势图 -10% 0% 10% 19% 29% 38% 2024-11 2025-03 2025-07 汽车 沪深300 数据来源：聚源 汽车研究团队 傅昌鑫（分析师） 证书编号：S0790525090005 徐剑峰（分析师） 证书编号：S0790525090004 王镇涛（研究员） 证书编号：S0790124070021 相关研究报告 《零跑汽车年度累计销量已超 50 万 台，优必选人形机器人启动批量交付 —行业周报》-2025.11.16 《小鹏发布第二代 VLA 大模型，潍柴 动力签定 SOFC技术协议—行业周报》 -2025.11.9 《同源性优势明显，机器人打开车企 成长空间—2026 年度汽车行业投资策 略》-2025.11.1 邓健全（首席分析师） 证书编号：S0790525090003 赵悦媛（联席首席分析师） 证书编号：S0790525100003 赵旭杨（分析师） 证书编号：S0790523090002 小鹏汽车第 100 万台整车下线，广州车展车企竞逐具 身智能新赛道 ——行业周报 | 邓健全（分析师） | 赵悦媛 ...

Core Viewpoint - The collaboration between China Aerospace Science and Technology Corporation's subsidiary, Aerospace Rainbow, and other companies aims to establish a new company focused on the drone industry in Chongqing, leveraging advanced drone technology and capital from various stakeholders [1][2][3]. Group 1: Company Overview - Aerospace Rainbow is a leading player in the domestic drone sector, with its "Rainbow" drones possessing complete independent intellectual property rights and core technologies that have reached an international leading level [2]. - The company has developed a dual business model focusing on new materials and drone research and manufacturing, expanding its product line to include medium and large reconnaissance and strike drones [2]. Group 2: Joint Venture Details - The new joint venture, Chongqing Saihong Technology Co., Ltd., will have a registered capital of 901.41 million yuan, focusing on the research and manufacturing of low-altitude logistics and manned aircraft [1]. - Aerospace Rainbow will contribute tilt-rotor technology to the joint venture, acquiring approximately 43.64% of the equity [1][3]. Group 3: Stakeholder Composition - The major shareholders of Chongqing Saihong include Chongqing Saihang, which will hold 55.46%, and other investors such as Seres, Ganfeng Lithium, and state-owned enterprises from Chongqing [3][4]. - There is potential for future equity adjustments, with Chongqing Douliang possibly acquiring part of Aerospace Rainbow's shares [4]. Group 4: Strategic Importance - The establishment of the joint venture aligns with national strategies for low-altitude economic development, aiming to enhance the application of drone technology in various sectors [2][5]. - The collaboration is expected to facilitate the transformation of technological achievements into market applications, supporting the creation of a world-class special aircraft industry [2].

新汽车生态合作，报名中国版CES！ 撰文 | 张 南 编辑 | 黄 大路 设计 | 张小 萌 议程 (包含并不限于以下嘉宾,名单按姓氏笔画为序) 世界新汽车技术合作'含态分会 > © © al S a F E技术合作生态交流会 World New Auto Technology Collaboration Ecosystem Summit 新汽车技术合作生态展 EXHIBITION 第十届铃轩奖盛典 AWARDS 星期五 星期六 苏州知音温德姆至尊酒店 12/4/2025 (12:00-24:00) 凭购票电子二维码到苏州知音温德姆至尊酒店一层签到 并领取入场凭证以及会议资料 DAY1 (12/5/2025) 上午(09:00 正式开始) 主会场:行业专场 一、开幕致辞 可世界新汽车生态协会理事长、轩辕同学校长 第 尤 峥 东风汽车集团有限公司副总经理 郑 衡 衡 汽集团副总经理 陶海龙 上汽大众总经理 吴周涛 北京现代董事长 二、主题演讲 方向:当下企业或行业所面临的新汽车技术合作现状和供应链 发展问题与展望 嘉 宾: 蒋文虎 中国一汽总经理助理、红旗运营委员会副总裁 王 波 吉利汽车副总裁、中央采购总经理 ...