Core Insights - Multiple automotive companies reported record delivery numbers for September, indicating strong growth in the electric vehicle market [1] Company Summaries - NIO delivered 34,749 vehicles in September, a year-on-year increase of 64%, marking a historical high [2] - XPeng Motors delivered 41,581 vehicles in September, a 95% year-on-year increase and a 10% month-on-month increase, with total deliveries for the first nine months of 2025 reaching 313,196 vehicles, up 218% [2] - Li Auto delivered 33,951 vehicles in September, with a total of 93,211 vehicles delivered in Q3 2025 [2] - Xiaomi's vehicle deliveries exceeded 40,000 for the first time, following two consecutive months of over 30,000 [2] - Leap Motor achieved a record delivery of 66,657 vehicles in September, a year-on-year increase of over 97% [2] - Hongmeng Zhixing delivered 52,916 vehicles in September, with new orders exceeding 110,000 [2] - Lantu delivered 15,224 vehicles in September, with a year-on-year increase of 85% for the first nine months [2] - BYD sold 396,300 new energy vehicles in September, a slight decrease from 419,400 in the same month last year, but cumulative sales for the year reached 3.26 million, up 18.64% [2] - Great Wall Motors sold 133,600 vehicles in September, a year-on-year increase of 23.29%, with new energy vehicle sales reaching 45,961, up 52.55% [2] - BAIC Group achieved total vehicle sales of 157,000 in September, a year-on-year increase of 1.3% [2] - GAC Aion sold 29,113 vehicles in September [2] - SAIC-GM's total sales reached 47,695 vehicles in September, with new energy vehicle sales increasing by 31% [2] - SAIC-GM-Wuling sold 155,600 vehicles in September, with new energy vehicle sales surpassing 100,000 for the first time this year [2] - FAW-Volkswagen sold 146,400 vehicles in September, with a year-on-year increase in fuel vehicle market share [2] - FAW-Toyota sold 71,031 vehicles in September, with a cumulative year-on-year increase of 9.3% for the first nine months [2]

Core Viewpoint - Multiple automotive companies reported record delivery data for September, indicating strong growth in the electric vehicle market [2]. Group 1: Company Deliveries - NIO delivered 34,749 vehicles in September, a year-on-year increase of 64%, marking a historical high [6]. - XPeng Motors delivered 41,581 vehicles in September, a year-on-year increase of 95% and a month-on-month increase of 10%, also achieving a historical high [6]. - Li Auto delivered 33,951 vehicles in September, with a total of 93,211 vehicles delivered in Q3 2025 [6]. - Xiaomi's vehicle deliveries exceeded 40,000 for the first time, following two consecutive months of over 30,000 [6]. - Leap Motor achieved a record delivery of 66,657 vehicles in September, a year-on-year increase of over 97% [6]. - Hongmeng Zhixing delivered 52,916 vehicles in September, with new orders exceeding 110,000 [6]. - Lantu delivered 15,224 vehicles in September, with a year-to-date growth of 85% [6]. - BYD sold 396,300 new energy vehicles in September, a slight decrease from 419,400 in the same month last year, but cumulative sales reached 3.26 million, up 18.64% year-on-year [6]. - Great Wall Motors sold 133,600 vehicles in September, a year-on-year increase of 23.29%, with new energy vehicle sales reaching 45,961, up 52.55% [6]. - BAIC Group achieved a total vehicle sales of 157,000 in September, a year-on-year increase of 1.3% [6]. - GAC Aion sold 29,113 vehicles in September [6]. - SAIC-GM sold 47,695 vehicles in September, with new energy vehicle sales increasing by 31% [6]. - SAIC-GM-Wuling sold 155,600 vehicles in September, with new energy sales surpassing 100,000 for the first time this year [6]. - FAW-Volkswagen sold 146,400 vehicles in September, with a year-on-year increase in fuel vehicle market share [6]. - FAW-Toyota sold 71,031 vehicles in September, with a cumulative year-to-date increase of 9.3% [6].

Group 1: Box Office and Consumer Behavior - The box office for the National Day holiday in 2025 exceeded 4 billion yuan [1] - The expected cross-regional flow of people during the holiday is over 330 million [1] - On the first day of the holiday, the national railway is expected to send 23 million passengers [1] Group 2: Automotive Industry Performance - BYD reported September sales of 396,300 new energy vehicles, a decrease from 419,400 units in the same month last year [1] - Great Wall Motors sold 133,600 new vehicles in September, with new energy models and overseas sales reaching new highs [1] - NIO delivered 34,749 new vehicles in September, setting a historical record [1] - Xiaomi's vehicle deliveries in September exceeded 40,000 units [1] - XPeng Motors delivered 41,581 new vehicles in September, achieving a historical high for single-month deliveries [1] - Li Auto delivered 33,951 new vehicles in September [1] - Leap Motor achieved total deliveries of 66,657 units in September, marking a new high [1]

10月1日，比亚迪、小米汽车等车企相继发布9月份的交付数据。 比亚迪股份公告，9月新能源汽车总销量396,270辆，去年同期为419,426辆；本年累计销量3,260,146辆， 累计同比增长18.64%。 鸿蒙智行公布数据显示，9月全系共交付新车52916台，全系累计交付突破95万台。 长城汽车公布数据显示，9月销售新车13.36万辆，同比增长23.29%。 吉利汽车9月销量273,125辆，同比增长35%。 零跑汽车9月交付量达66,657辆，同比增长97.4%，环比增长16.81%，刷新了造车新势力的单月交付最高 纪录，并连续七个月领跑新势力交付榜。零跑汽车以"高性价比"策略聚焦主流市场，其中B系列和C系 列车型在10万~20万元市场区间表现尤为突出。 小鹏汽车9月交付新车41,581辆，同比增长94.74%，环比增长10.27%，单月交付量首次突破4万辆，并连 续11个月交付过3万；1~9月，累计交付313,196辆，同比增长217.77%。 蔚来汽车9月交付新车34,749辆，同比增长64.06%，连续两个月交付量突破3万辆。其中，蔚来品牌交付 新车13,728辆；乐道品牌交付新车15,246辆；f ...

长城汽车（601633）(02333)发布公告，于2025年9月，汽车销量合计约13.36万台，同比增长23.29%;产 量约13.44万台，同比增长25.38%。 1-9月，汽车销量合计约92.34万台，同比增长8.15%;产量合计约91.98万台，同比增长8.03%。 ...

格隆汇10月1日｜长城汽车：9月汽车销量133639辆，新能源汽车销量45961辆。 ...

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 致：香港交易及結算所有限公司 公司名稱: 長城汽車股份有限公司 呈交日期: 2025年10月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02333 | | 說明 | 無 | | | | | | | | 多櫃檯證券代號 | 82333 | RMB | 說明 | 無 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | | 2,318,776,000 | RMB | | | 1 RMB | | 2,318,776,000 | | 增加 / 減少 (-) | | | | 0 | | | | RMB | | | | 本月底結存 | | | | 2,318,776,000 | RMB ...

长城汽车：9月汽车销量133639辆，新能源汽车销量45961辆。 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任 。 長 城 汽 車 股 份 有 限 公 司 GREAT WALL MOTOR COMPANY LIMITED * （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） 股 份 代 號 ： 02 33 3（ 港 幣 櫃 台 ） 及 823 33（ 人 民 幣 櫃 台 ） 自願公告 2025年9月產銷快報 9月海外銷售50,269台，1-9月累計銷售334,181台。 9月新能源車銷售45,961台，1-9月累計銷售278,463台。 務請注意，上述產銷量數字未經審核，亦未經本公司審計師確認，或會予以調整並有待最終確認。本公司刊發財務業績後，股東及潛在投資者務必詳閱。 本公告乃承本公司董事會之命而刊發 ...

证券日报网讯森麒麟（002984）9月30日在互动平台回答投资者提问时表示，公司正凭借新能源汽车领 域的产品优势，持续致力于实现全球高端新能源汽车轮胎领航者的发展目标。公司自主创新研发的超高 性能新能源汽车专用轮胎在NVH、干湿刹车、操控等方面表现优异，滚阻、续航方面更是独具优势， 其中滚动阻力已突破千分之五。在配套市场，公司正在持续获得全球知名主机厂客户的合格供应商资 质，已成为德国大众集团、德国奥迪汽车、雷诺汽车、Stellantis(斯特兰蒂斯)集团、广汽丰田、广州汽 车、长城汽车（601633）、吉利汽车、北汽汽车、奇瑞汽车等整车厂商的合格供应商，同时公司正持续 加强全球一线车企的新能源汽车配套力度，未来相关车企及车型配套份额将稳步提升。 ...