致：香港交易及結算所有限公司 公司名稱: 賽力斯集團股份有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601127 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,633,366,086 | RMB | | 1 | RMB | | 1,633,366,086 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,633,366,086 | RMB | | 1 | RMB | | 1,633,366,086 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 | 2. 股份分 ...

人民财讯12月1日电，赛力斯（601127）12月1日公告，2025年11月份新能源汽车销量55203辆，同比增 长49.84%；其中赛力斯汽车销量51677辆，同比增长59.73%。2025年1—11月份新能源汽车销量411288 辆，同比增长5.58%。 ...

赛力斯(601127)2025年11月产销快报要点解读 分产品结构 新能源汽车业务： 11月产销分别为5.51万辆和5.52万辆，同比增长42.02%和49.84% 其中赛力斯汽车11月产销5.13万辆和5.17万辆，同比大幅增长51.22%和59.73% 核心数据 单月表现： 11月总产量5.89万辆，同比增长30.36% 11月总销量5.81万辆，同比增长36.34% 累计表现： 1-11月累计产量46.04万辆，同比增长0.73% 1-11月累计销量45.31万辆，同比下降0.52% 赛力斯汽车单月销量增速接近60%，表现强劲 其他车型： 11月产销大幅下滑，同比分别下降40.50%和49.68% 关键观察点 新能源汽车成为主要增长驱动力，占总销量比例约95% ...

Core Insights - The establishment of the Tsinghua University-Sirius Automotive Battery Innovation Technology Joint Research Center marks a significant collaboration between academia and industry, aiming to enhance battery technology and support the development of China's new energy vehicle industry [2][3] Group 1: Collaboration and Objectives - The joint research center aims to deepen collaboration between Tsinghua University and Sirius Automotive, focusing on innovation, technology transfer, and talent cultivation [2] - The center is expected to become a hub for breakthroughs in battery and safety technologies, as well as a base for high-end talent development [3] Group 2: Strategic Importance - The center's mission is to address key technical challenges in next-generation battery technology, transitioning China's new energy vehicle industry from market-driven to technology-driven [3] - Tsinghua University will leverage its global academic influence in battery safety and artificial intelligence to establish new benchmarks for battery technology, aiming for intrinsic safety as a primary goal [3] Group 3: Innovation Model - The research center will adopt an innovation model that integrates theory, technology, and product development, contributing to the high-quality growth of China's new energy vehicle sector [3]

赛力斯12月1日获调入港股通，截至收盘，赛力斯港股涨超5%报收121港元；A股涨约4%，报收131.22 元。12月1日，深交所发布公告，赛力斯获调入港股通标的证券名单。分析认为，赛力斯获调入港股通 不仅带来了增量资金和关注度，其长期战略投资价值也进一步凸显，形成了"强基本面+资金面助力"的 正向循环。 ...

Core Insights - The passenger car sector experienced a rise of 1.37% on December 1, with Sairus leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Passenger Car Sector Performance - Sairus (601127) closed at 131.22, with a gain of 3.99% and a trading volume of 273,600 shares, amounting to a transaction value of 354.9 million [1] - SAIC Motor (600104) closed at 15.47, up 3.34%, with a trading volume of 1,783,500 shares and a transaction value of 276.6 million [1] - Great Wall Motors (601633) closed at 22.12, gaining 1.00%, with a trading volume of 148,300 shares and a transaction value of 32.7 million [1] - BYD (002594) closed at 95.77, up 0.63%, with a trading volume of 233,700 shares and a transaction value of 2.237 billion [1] - Changan Automobile (000625) closed at 11.93, down 0.08%, with a trading volume of 365,400 shares and a transaction value of 43.5 million [1] - BAIC Blue Valley (600733) closed at 7.79, down 0.64%, with a trading volume of 867,900 shares and a transaction value of 679 million [1] - Haima Automobile (000572) closed at 8.94, down 1.11%, with a trading volume of 1,948,900 shares and a transaction value of 1.753 billion [1] - GAC Group (601238) closed at 66.8, down 2.81%, with a trading volume of 2,048,400 shares and a transaction value of 1.861 billion [1] Fund Flow Analysis - The passenger car sector saw a net inflow of 50.42 million from main funds, while retail funds experienced a net inflow of 54.51 million [1] - Main funds showed a net inflow of 270 million for Sairus, while retail funds had a net outflow of 210 million [2] - SAIC Motor had a main fund net inflow of 216 million, with retail funds showing a net outflow of 244 million [2] - BYD experienced a net inflow of 33.58 million from main funds, while retail funds had a net outflow of 67.91 million [2] - Great Wall Motors had a minor net inflow of 939,900 from main funds, with retail funds showing a net outflow of 21.43 million [2] - Changan Automobile had a net outflow of 15.60 million from main funds, while retail funds had a net inflow of 26.67 million [2] - BAIC Blue Valley had a significant net outflow of 1.15 billion from main funds, with retail funds showing a net inflow of 1.30 billion [2] - GAC Group had a net outflow of 2.69 million from main funds, while retail funds had a net inflow of 27.51 million [2]

Core Insights - The 2025 Guangzhou Auto Show showcased the leading position of the Wanjie brand in the high-end smart electric vehicle sector, highlighting its latest products and technological advancements [1] Group 1: Product Showcase - Wanjie presented its largest-ever lineup at the auto show, featuring models such as Wanjie M9, M8, new M7, and new M5, attracting significant attention and foot traffic [2] - Cumulative deliveries of Wanjie vehicles have surpassed 900,000, with the M9 model alone exceeding 260,000 deliveries, setting a new record for vehicles in the 500,000-level category [2] - The Wanjie M8 has achieved over 130,000 deliveries, maintaining its position as the sales champion in the 400,000-level category [2] - The new Wanjie M7 received 90,000 pre-orders within 41 days of its launch, with total deliveries exceeding 350,000, establishing it as a "national bestseller" [2] Group 2: Market Position and Recognition - Wanjie's market positioning and differentiated product strategy have allowed it to lead the high-end new energy market, as evidenced by its top ranking in the Brand Development Confidence Index among 65 mainstream brands [2] - The Wanjie M9 has achieved high scores in sales, reputation, and resale value, reinforcing its strong market acceptance [3] - The M9 leads the 500,000-level luxury car market and has been recognized for its high Net Promoter Score (NPS) of 85.2, ranking first among large and above SUV models [3] Group 3: Technological Innovations - The Seris brand introduced the AI-driven "Magic Cube Technology Platform 2.0," marking a transition from "software-defined vehicles" to "AI-defined vehicles" [4] - The platform enhances smart energy solutions, intelligent chassis, EEA architecture, and smart space, showcasing significant upgrades [4][6] - The AI capabilities have been expanded to create a fully integrated smart partner for users, enhancing the vehicle's ability to interact and respond [5] - The intelligent chassis has been upgraded to provide a comfortable driving experience while supporting advanced intelligent driving features [6] - The platform's design allows for modular adaptability across various vehicle types, catering to nine different travel scenarios [6] Group 4: Safety and Efficiency - Seris emphasizes safety as a luxury, establishing a comprehensive intelligent safety system that includes life protection, vehicle body protection, health care, and privacy protection [7] - The introduction of a 2.0T range extender and a 14-in-1 integrated range extension system demonstrates advancements in integration, NVH control, and energy efficiency [8] - The overall presentation at the Guangzhou Auto Show reflects Seris's commitment to innovation and its vision for a safer, smarter, and more luxurious travel experience [8]

Core Insights - The AITO M9, co-developed by Seres and Huawei, has surpassed industry expectations, becoming a phenomenon in the luxury electric vehicle market with over 260,000 units delivered in 21 months [2][3] - The average transaction price of the AITO M9 is approximately 5.5 million yuan, contributing over 140 billion yuan to sales, which is about 1/13 of the projected retail total for China's new energy vehicle market in 2024 [2][3] Group 1: Product Performance - The AITO M9 has set a record for delivery speed in its class and has been the best-selling luxury SUV priced above 500,000 yuan for ten consecutive months [2] - The vehicle's Net Promoter Score (NPS) is 85.2, ranking first among new energy vehicles, with 38% of new owners coming from referrals by existing customers [2][3] Group 2: Technological Advantages - The AITO M9 features advanced technologies such as the QianKun Intelligent Driving ADS 4 system and the HarmonyOS 4 smart cockpit, enhancing user experience and comfort [3] - The vehicle offers impressive performance metrics, including a range of over 1,400 km for the extended range version and a 0-100 km/h acceleration time of just 4.3 seconds for the pure electric version [3] Group 3: Financial Performance - In 2024, Seres is projected to achieve total revenue of 145.176 billion yuan, with the AITO M9 contributing approximately 75 billion yuan, accounting for 51.7% of total revenue [4] - For the first three quarters of 2025, Seres reported revenue of 110.534 billion yuan and a net profit of 5.312 billion yuan, reflecting a year-on-year growth of 31.56% [4] Group 4: Market Recognition and Capital Attraction - The successful performance of the AITO M9 has significantly enhanced Seres' brand value, leading to a rise in its ranking among China's top 500 enterprises [4] - On November 5, Seres officially listed on the Hong Kong Stock Exchange, raising 14.016 billion HKD, marking it as the largest IPO for a car company in 2025 [5] Group 5: Global Expansion - Seres is focusing on global expansion, targeting markets in the Middle East and Europe, with the AITO M9 helping to reshape perceptions of Chinese automobiles abroad [5][6] - The company aims to transition from a leader in the Chinese high-end new energy market to a global leader in smart vehicles [6]

今日（12月1日）早盘，港股市场高开反弹。 热点板块方面，港股有色金属板块全线走强。其中，中国白银集团涨超12%，江西铜业股份涨超8%， 中国有色矿业、五矿资源、洛阳钼业涨超6%；黄金股集体走高，紫金矿业、中国黄金国际等涨超5%。 消息面，江西铜业公告称，公司拟收购境外上市公司索尔黄金。公告显示，公司向伦敦证券交易所上市 公司索尔黄金董事会提交了两项非约束性现金要约。最新一项非约束性现金要约拟以每股26便士（约合 人民币2.43元）的价格，收购目标公司全部股份。索尔黄金是一家矿产勘探及开发公司，总部位于澳大 利亚珀斯，核心资产为位于厄瓜多尔的Cascabel项目100%股权，此外，索尔黄金还在厄瓜多尔等地拥有 数十个不同阶段的勘探项目。 其他方面，盘面上，科网股涨多跌少，腾讯、网易涨超1%，阿里巴巴涨超2%，美团一度跌超2%；创新 药概念活跃，华昊中天医药涨超13%。 截至发稿，恒生指数报25945.87点，上涨86.98点，涨幅0.34%。 | 分时 5日 = 5分 15分 30分 60分 图形 周K 用K 年K + | ■製作 · 第 · 第 / : 恒生指數 (HSI) | | | | | | --- ...

Core Insights - Domestic automakers such as Xiaopeng, Xiaomi, BYD, Seres, Changan, and Chery are intensifying their investments in humanoid robot technology, leveraging their technological expertise for efficient reuse [1][5] - The established supply chain systems and large-scale manufacturing capabilities of these companies are expected to reduce costs and facilitate rapid mass production [1][5] Company Summaries Xiaomi - Lei Jun stated that artificial intelligence will profoundly impact traditional industries, with all sectors worth re-evaluating through AI [2] - Xiaomi plans to deploy humanoid robots extensively in its factories over the next five years, with a significant market demand anticipated for household humanoid robots [2] - Lu Zeyu, a former member of Tesla's Optimus team, has joined Xiaomi as the head of the dexterous hand project, bringing expertise in key technologies [2] Changan - Changan established Changan Tian Shu Intelligent Robot Technology Co., Ltd. with a registered capital of 450 million yuan, aiming to develop humanoid robot technology [3] - The company plans to create a range of intelligent robot products and solutions, focusing on integrating automotive and robotics industries [3] - Prototypes are expected to be released starting next year, with the first vehicle-mounted robot component anticipated in Q1 of next year [3] BYD - BYD invested over 100 million yuan in Paksini Perception, becoming its largest external shareholder with a 13.3738% stake [3] - A collaboration framework was signed with Hong Kong University of Science and Technology to establish a joint laboratory focusing on robotics and intelligent manufacturing [3] Seres - Seres' subsidiary, Chongqing Phoenix Technology, signed a cooperation framework agreement with ByteDance's Volcano Engine to work on intelligent robot decision-making and control technologies [4] - The partnership aims to create a closed-loop mechanism for technology research and scene validation, enhancing the automotive industry's digital transformation [4]