11月第三周，国内汽车市场热度不减，销量捷报、企业合作与新车上市成为本周核心看点。新能源汽车持续领跑，主流车企纷纷发力，共同推动行业向高质 量方向发展。以下为本周车市热点信息汇总。 岚图汽车第30万辆整车下线 11月10日，岚图汽车宣布第30万辆整车——岚图泰山正式下线。从第20万辆到第30万辆，岚图仅用时7个月时间。 作为第30万辆下线的车型，岚图泰山堪称岚图技术积淀的集大成者。其搭载最新版鸿蒙座舱语音大模型、华为ADS Ultra四激光雷达智能辅助驾驶方案、AI 云舒座椅、32扬声器音响系统以及三腔空气悬架等，不仅智能化配置丰富，同时还兼顾驾乘舒适性与操控性。据悉，该车型将于11月18日正式上市。 第五代瑞虎8限时抢鲜价9.29万元起 11月10日，奇瑞汽车全新第五代瑞虎8上市，限时抢鲜价9.29万元-12.29万元。造型设计上，新车提供双前脸造型，内饰也对应搭配晨曦山林环抱式座舱和星 河丛林灵动式座舱，适配不同审美。智能化方面，新车全系采用8155芯片，同时还搭载AI语言大模型等。 动力上，全新第五代瑞虎8搭载的鲲鹏1.6T发动机，最大输出功率147kW，峰值扭矩达310N·m；传动系统部分，匹配7DC ...

证券之星消息，11月17日乘用车板块较上一交易日下跌0.52%，长城汽车领跌。当日上证指数报收于 3972.03，下跌0.46%。深证成指报收于13202.0，下跌0.11%。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) | | --- | --- | --- | --- | --- | --- | | 600733 | 北汽蓝谷 | 7.95 | 1.66% | 69.64万 | 5.49 Z | | 601238 | 广汽集团 | 7.87 | 1.55% | 30.43万 | 2.38 Z | | 000572 | 出張田與 | 10.94 | 0.00% | 529.49万 | 59.20 Z | | 000625 | 长安汽车 | 12.20 | -0.25% | - 48.64万 | 5.93亿 | | 002594 | 比亚迪 | 98.08 | -0.29% | 20.72万 | 20.29亿 | | 600104 | ┣汽集团 | 15.66 | -0.95% | 29.95万 | 4.70亿 | | 601127 | 蓋力斯 | ...

Core Viewpoint - The article highlights the leadership style and strategic vision of Wei Jianjun, Chairman of Great Wall Motors, emphasizing his focus on sustainable development and profitability over short-term market trends and gimmicks [3][4][20]. Group 1: Leadership and Personal Approach - Wei Jianjun presents a modern and approachable image, actively engaging with younger audiences and adapting his style to align with the brand's youthful image [2][6][13]. - He emphasizes the importance of teamwork and collaboration, positioning himself as a supportive figure rather than a traditional authoritative leader [13][18]. Group 2: Industry Insights and Company Performance - The Chinese automotive industry has undergone significant transformations, moving from fuel vehicles to new energy vehicles, with Wei advocating for a focus on healthy development rather than merely chasing trends [3][4]. - Great Wall Motors reported a revenue of 153.58 billion yuan for the first three quarters of 2025, a year-on-year increase of 7.96%, with total sales reaching 923,400 units, up 8.15% [4]. - The company’s sales of new energy vehicles reached 278,500 units, marking a 31.67% increase year-on-year, while overseas sales grew by 3.06% to 334,200 units [4]. Group 3: Marketing and Brand Strategy - Wei Jianjun's choice of brand ambassador reflects a strategic move to connect with younger consumers, indicating a shift in marketing approach [5][11]. - He believes that the effectiveness of research and development should not be solely measured by expenditure but by the value created, advocating for a flexible investment strategy in R&D [12][11]. Group 4: Future Outlook and Industry Trends - The automotive industry's future is seen as a blend of competition and the necessity for sustainable practices, with Wei stressing the importance of profitability and self-sufficiency [3][4]. - The trend towards vehicle intelligence is recognized as a universal demand, transcending age demographics, with both older and younger users appreciating technological advancements [16][17].

Core Insights - The 2025 Beijing-Tianjin-Hebei Top 200 Enterprises list was released, highlighting the strong presence of Hebei companies, with 66 enterprises making the list [1][6] - Hebei's top three companies are Hebei Steel Group Co., Ltd., Jingye Group Co., Ltd., and Jinan Steel Group Co., Ltd., ranking 5th, 6th, and 12th respectively [1][6] - The steel industry remains dominant in Hebei, with ongoing efforts to transition from raw material production to high-end materials and comprehensive service providers [5][6] Summary by Category Top Enterprises - The top three enterprises from Hebei in the 2025 list are: 1. Hebei Steel Group Co., Ltd. (5th) 2. Jingye Group Co., Ltd. (6th) 3. Jinan Steel Group Co., Ltd. (12th) [1][6] - Other notable companies in the top 200 include: - Longhua Automobile Co., Ltd. - Jingao Solar Technology Co., Ltd. - Stone Pharmaceutical Holdings Group Co., Ltd. [6] Industry Trends - Hebei is focusing on upgrading its steel industry by enhancing the quality and sustainability of its products, aiming for higher levels of industrial sophistication, intelligence, and environmental friendliness [5][6] - The strategic emerging industries in Hebei are represented by companies like Longhua Automobile and Jingao Solar, which are recognized for their innovation capabilities [6] Regional Representation - The 2025 Top 200 Enterprises list includes a significant number of companies from Hebei, indicating the province's strong industrial base and economic contribution [1][6] - The list also reflects the diversification of industries in Hebei, with a mix of traditional and emerging sectors represented [6]

而在智能与美学之下，是全球品质的坚守。从远超新国标的"不起火不爆炸的二代短刀电池"，到长城宝 马原班人马打造的"大师级底盘调校"，再到CLTC工况11.6kWh/100km的同级最低能耗，严苛标准打造 高品质全球车。（易知微） 在年轻用户普遍关注的智能化方面，欧拉5搭载长城汽车全栈自研的Coffee Pilot Ultra辅助驾驶系统，凭 借激光雷达等27个感知硬件，实现了不依赖高精地图的全场景NOA，同时支持跨楼层记忆泊车等200多 种泊车场景。 近日，长城汽车（601633）欧拉品牌宣布旗下全新A级纯电SUV欧拉5正式开启预售，新车预售价10.98 万元起，以富有市场竞争力的预售价格展现了对"Z世代"年轻人的诚意。发布会前，欧拉品牌代言人侯 明昊先生惊喜亮相，并与欧拉品牌总经理吕文斌先生精彩互动。 自从9月下旬正式亮相以来，欧拉5以别具一格的"自然美学"设计、堪比"老司机"的辅助驾驶表现， 和"大师级"的底盘调校等硬核产品实力，受到广大年轻人的热切期待。此次，欧拉5正式开启预售，共 推出五款车型，预售价区间为10.98万—14.28万。 ...

Core Viewpoint - The South African automotive market, traditionally dominated by Western brands, is undergoing a significant transformation with the rapid entry and expansion of Chinese automotive companies, which are leveraging a comprehensive strategy that includes product diversification, technological innovation, and local production [6][8][12]. Group 1: Market Dynamics - The South African automotive market, previously led by brands like Toyota and Volkswagen, is now seeing a shift as Chinese brands such as Chery, BYD, and Great Wall Motors establish a strong presence [6][10]. - Chinese automakers are not solely relying on price competition; they are focusing on product layout, technology routes, channel development, and local production to gain market share [6][8]. - By 2025, the active Chinese automotive brands in South Africa will reach 16, accounting for one-third of all brands available, with a significant proportion of new energy vehicles [16]. Group 2: Key Players and Strategies - Chery's return to South Africa in 2022 marked a pivotal moment, with its models quickly gaining traction, including the Omoda and Jaecoo brands targeting younger consumers [10][11]. - BYD has adopted a strategy of introducing a full range of electric vehicles, with models like the Dolphin and Sealion 6 gaining popularity due to their affordability and features [14][16]. - Great Wall Motors is focusing on the SUV and pickup segments, achieving notable sales figures and establishing itself as a key player among Chinese brands [12][14]. Group 3: Challenges and Responses - The influx of Chinese brands has raised concerns about market saturation and brand dilution, prompting calls for a more strategic approach to avoid internal competition [18][20]. - The South African government is considering measures to support local manufacturing, which may include increasing tariffs on imported vehicles, potentially impacting the competitive edge of Chinese brands [20][22]. - In response, leading Chinese automakers are shifting towards local production and investment in infrastructure, with plans for CKD (Completely Knocked Down) assembly plants and extensive dealer networks [22][24]. Group 4: Market Potential and Infrastructure - South Africa is viewed as a critical market due to its developed automotive industry, with an annual production exceeding 500,000 vehicles and significant consumer potential [26][30]. - The country's strategic geographical location, coupled with modern infrastructure, positions it as a hub for automotive exports across Africa and beyond [28][30]. - The establishment of a competitive local supply chain for automotive parts enhances the viability of South Africa as a manufacturing base for electric vehicles [30].

Core Insights - The article highlights the challenges faced by traditional car dealers in China, with a significant increase in losses and a decline in the number of dealerships, indicating a tough market environment for them [4][5][6] - It discusses the shift towards new sales models, including direct sales and online platforms, as traditional manufacturers and new players explore innovative ways to connect with consumers [5][6][34] - The article emphasizes the importance of user-centric strategies and the need for traditional car manufacturers to adapt their sales channels to meet changing consumer preferences [28][34][56] Group 1: Traditional Dealers' Challenges - In the first half of 2025, 52.6% of car dealers reported losses, with only 29.9% achieving profitability, highlighting a dire situation for traditional dealerships [4] - A staggering 74.4% of dealers experienced price discrepancies, with 43.6% facing price drops exceeding 15% [4] - The number of 4S dealerships in China decreased by 1.9% in the first half of 2025, totaling 4,419 closures in 2024 [4] Group 2: Shift in Sales Models - The launch of the "Auto Home Mall" by Auto Home, featuring 15 brands, signifies a move towards online sales platforms [5] - The introduction of the Aion UT super by JD.com, in collaboration with GAC Group and CATL, reflects a new model for car sales and after-sales services [5] - Traditional manufacturers are increasingly open to new sales channels, indicating a shift away from the historically strong ties with dealers [5][6] Group 3: Direct Sales and User Engagement - Great Wall Motors' transition to a direct sales model for its WEY brand marks a significant change in its sales strategy, focusing on user engagement [6][8] - The "Long Wall Smart Choice" initiative aims to enhance user experience by establishing a direct connection between manufacturers and consumers [12][14] - The need for a user-centric approach is emphasized, with manufacturers urged to adapt their organizational structures and decision-making processes to better serve consumers [34][35] Group 4: New Players and Hybrid Models - New energy vehicle brands like NIO and Firefly are exploring hybrid sales models, combining direct sales with authorized dealerships to enhance market reach [42][48] - Xiaopeng Motors has initiated a "Jupiter Plan" to expand its dealer network, indicating a shift towards a more flexible sales strategy [50] - Leap Motor has established a channel strategy that balances direct sales and dealership networks, achieving significant sales growth [53]

New Car Launches - Aion UT Super launched at a price of 89,900 yuan, featuring a 100kW motor and a 54.04kWh lithium iron phosphate battery with a CLTC range of 500km [1][3][9] - Changan Qiyuan A06 launched with prices ranging from 109,900 to 149,900 yuan, offering both pure electric and range-extended versions [1][17] - Wuling Hongguang family launched with prices between 54,800 and 77,800 yuan, available in fuel, pure electric, and range-extended versions [1][19] - Zhiji LS9 launched with a price range of 322,800 to 352,800 yuan, featuring advanced interior and exterior designs [1][26][31] - Wuling Xingguang 730 launched with prices from 73,000 to 109,800 yuan, available in fuel, plug-in hybrid, and pure electric versions [1][34] - Aion i60 launched at a price range of 109,800 to 135,800 yuan, offering both pure electric and range-extended versions [1][6] - Ora 5 opened for pre-sale with a price range of 109,800 to 142,800 yuan, targeting the young market with its design [1][52] - Nissan N6 opened for pre-sale with a price range of 109,900 to 121,900 yuan, featuring a hybrid powertrain [1][58] - Xingtou ET5 opened for pre-sale with a price range of 159,900 to 174,900 yuan, equipped with advanced driving assistance systems [1][66] - Hongqi HS6 PHEV opened for pre-sale with a price range of 178,800 to 228,800 yuan, featuring a luxurious design and advanced technology [1][72] Company Dynamics - FAW-Volkswagen has produced its 30 millionth vehicle, becoming the first passenger car company in China to reach this milestone [1][79] - Faraday Future reported a third-quarter loss of $206.8 million, with ongoing financial challenges despite receiving over 11,000 paid orders for its new FX Super One model [1][84][87] - Dongfeng Motor plans to mass-produce solid-state batteries next year, with a projected energy density of 350Wh/kg [1][88][91] - Leap Motor announced it has surpassed 500,000 cumulative sales this year, achieving its 2025 sales target ahead of schedule [1][92][94] Industry News - In October, the retail penetration rate of new energy vehicles reached 57%, with 1.282 million new energy vehicles sold out of a total of 2.242 million vehicles [1][112][113]

Investment Rating - The report maintains a positive investment recommendation for the automotive sector, anticipating a recovery in the market next year [1]. Core Insights - The automotive market is currently experiencing a downturn, with Q4 expectations falling short due to the impact of trade-in quotas. However, there is optimism for an upward revision in Q1 2026, suggesting that the sector may hit bottom sooner than expected. Despite the current sluggish trading environment, selective investment opportunities for next year are encouraged [1]. 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 noted among major brands [3]. - In October, new energy vehicle deliveries saw significant growth, with BYD delivering 442,000 units (down 12.1% year-on-year but up 11.5% month-on-month), while other brands like Leap Motor and Xpeng reported substantial year-on-year increases [3][21]. - Traditional automakers also showed strong sales, with Geely's sales increasing by 35.0% year-on-year to 307,000 units in October [3][24]. Recommendations - For complete vehicles, the report recommends investing in Geely and BYD, highlighting Geely's upcoming product cycle and potential for significant profit increases in the next 6-9 months. The report also suggests considering Jianghuai Automobile due to its strong product cycle and recent stock price corrections [5]. - In the automotive parts sector, the report identifies AI and intelligent driving as key areas for growth, recommending companies like Horizon Robotics and Sensetime Technology. It also highlights opportunities in liquid cooling and robotics, suggesting investments in companies like Minth Group and Top Group [5]. - The heavy truck segment is noted for its strong performance in recent months, with recommendations for companies like China National Heavy Duty Truck Group and Weichai Power [5]. Industry News - In October, new energy vehicles accounted for over 50% of total new car sales for the first time, with production and sales figures for the year showing over 10% growth [8][31]. - The report mentions the launch of new models, including the IM LS9, which features advanced technology and significant performance metrics [31]. - The Ministry of Industry and Information Technology has set new requirements for new energy vehicle credit ratios for 2026 and 2027, indicating a regulatory push towards electric vehicles [31].

国家知识产权局信息显示，长城汽车股份有限公司取得一项名为"后背门开关架构总成及车辆"的专利， 授权公告号CN 223546135 U，申请日期为2024年12月。 专利摘要显示，本实用新型提供了一种后背门开关架构总成及车辆，属于车辆背门技术领域，包括后背 门主体、第一导轨、前部抬升杆装置、第二导轨和后部抬升杆装置。通过前部抬升杆装置和后部抬升杆 装置相互配合，在后背门翻转后向前滑移到顶棚上方，后背门主体完全开启后不会对后备箱上方进行遮 挡，后备箱具有足够的开放性。通过后滑移驱动装置和后抬升驱动装置配合，使后抬升杆装置的操控更 加灵活可靠。通过设置行程开关，提升开门动作的智能化程度，保证开门动作准确、流畅。通过将行程 开关设置成内嵌于第一后滑座，能更好的保护行程开关。通过在前滑座上设置抬升槽，前部抬升杆装置 的结构更加简单。通过在前支撑杆上设置限位件，限制后背门主体的上翻角度。 天眼查资料显示，长城汽车股份有限公司，成立于2001年，位于保定市，是一家以从事汽车制造业为主 的企业。企业注册资本855894.5933万人民币。通过天眼查大数据分析，长城汽车股份有限公司共对外 投资了75家企业，参与招投标项目274 ...