近日，长安汽车在泰国曼谷举行发布会，宣布正式推进"立足泰国，服务泰国"战略，发布全方位业务发 展蓝图，并推出3款全新车型DEEPAL NEW S07、DEEPAL HUNTER K50 REEV Max AWD 和AVATR 11 Royal Edition。与此同时，长安汽车还宣布，将于今年12月开始从泰国向欧洲出口汽车，首批计划出口 超过1000辆DEEPAL S05紧凑型SUV。 定位区域电动汽车制造中心 充分利用泰国产能及优惠 无独有偶，就在今年8月，比亚迪汽车（泰国）有限公司宣布，其泰国罗勇府工厂生产的首批电动汽车 成功出口欧洲市场，数量超过900辆。这批车辆发往英国、德国、比利时等多个欧洲国家，标志着比亚 迪在全球布局和本土化生产方面迈出关键一步。 为何这些中国车企纷纷选择从泰国出口汽车至欧洲？做出这一决定究竟是出于哪些因素考量？泰国制造 的中国汽车出口欧洲，会成为一种潮流吗？ 从泰国出口欧洲可规避欧盟反补贴税 众所周知，自去年10月底起，在原有10％税率的基础上，欧盟对在华生产并出口至欧盟市场的纯电动汽 车加征最高35.3％的反补贴税，为期5年。其中，比亚迪、吉利和上汽集团，加征的税率分别是17 ...

ZAWYA新闻网11月10日消息，中国长安汽车与阿联酋科技公司Yango Group签署战略合作协议， Yango Motors将成为长安官方分销商，首站为科特迪瓦，并拓展非洲其他市场。双方将为网约车市场提 供高效、低碳车型，推动绿色出行。Yango Ride业务遍及非洲、中东、南亚及拉美，累计出行超12亿 次，合作将助力区域可持续交通发展。 （原标题：长安汽车携手阿联酋Yango Group拓展非洲市场） ...

Core Viewpoint - The Central Enterprise ETF (159959) opened with a slight increase of 0.44%, priced at 1.602 yuan, reflecting the performance of its underlying assets and market conditions [1] Group 1: ETF Performance - The Central Enterprise ETF (159959) has a benchmark performance index of the CSI Central Enterprise Structural Adjustment Index [1] - Since its establishment on October 22, 2018, the fund has achieved a return of 59.39% [1] - The fund's return over the past month has been -0.19% [1] Group 2: Major Holdings - Key stocks in the ETF include: - 澜起科技 (Lianqi Technology) down 0.55% - 中芯国际 (SMIC) down 0.53% - 海康威视 (Hikvision) down 0.10% - 国电南瑞 (Guodian NARI) down 0.29% - 招商银行 (China Merchants Bank) up 0.09% - 宝钢股份 (Baosteel) up 0.26% - 中国神华 (China Shenhua) up 0.21% - 长安汽车 (Changan Automobile) up 0.16% - 中国电信 (China Telecom) unchanged - 中国建筑 (China State Construction) unchanged [1]

Group 1 - The China Securities New Energy Vehicle Industry Index (930997) has surged by 5.96% as of November 13, 2025, with significant gains in constituent stocks such as Xinzhou Bang (300037) up 17.19%, Wukuang New Energy (688779) up 16.90%, and Tianhua New Energy (300390) up 12.50% [1] - The New Energy Vehicle ETF (515700) increased by 5.89%, reaching a latest price of 2.61 yuan, benefiting from the recovery in lithium battery demand and advancements in solid-state batteries [1] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index, reflecting the overall performance of leading listed companies in the new energy vehicle sector [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index include CATL (300750), Huichuan Technology (300124), and BYD (002594), collectively accounting for 53.56% of the index [2] - The weightings of the top stocks are as follows: CATL at 10.10% with a rise of 7.72%, Huichuan Technology at 8.28% with a rise of 0.90%, and BYD at 5.91% with a rise of 2.26% [4] - Other notable stocks include EVE Energy (300014) at 5.88% with a rise of 9.59%, and Ganfeng Lithium (002460) at 3.67% with a rise of 6.59% [4]

Core Insights - The China Securities New Energy Vehicle Industry Index (930997) has seen a strong increase of 4.49% as of November 13, 2025, with significant gains in constituent stocks such as Xinzhou Bang (300037) up 14.43%, Wukuang New Energy (688779) up 14.23%, and Xingyuan Material (300568) up 12.25% [1] Group 1 - The New Energy Vehicle ETF (515700) rose by 4.47%, with the latest price at 2.57 yuan, and has accumulated a 0.53% increase over the past week as of November 12, 2025 [1] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index, which includes 50 listed companies involved in various sectors of the new energy vehicle industry [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index are CATL (300750), Huichuan Technology (300124), Sanhua Intelligent Control (002050), BYD (002594), Yiwei Lithium Energy (300014), Huayou Cobalt (603799), Ganfeng Lithium (002460), Xian Dao Intelligent (300450), Changan Automobile (000625), and Tianqi Lithium (002466), collectively accounting for 53.56% of the index [2] - The weightings of the top stocks are as follows: CATL at 10.10%, Huichuan Technology at 8.28%, BYD at 5.91%, Yiwei Lithium Energy at 5.88%, Sanhua Intelligent Control at 5.77%, Huayou Cobalt at 4.74%, Ganfeng Lithium at 3.67%, Xian Dao Intelligent at 3.60%, Changan Automobile at 3.22%, and Tianqi Lithium at 2.72% [3]

Core Insights - In October 2025, 20 major A and H-share listed automotive manufacturers reported a total vehicle sales of 2.3166 million units, representing a year-on-year increase of 8.82% and a month-on-month increase of 5.97% [1][2] - The total sales of new energy vehicles (NEVs) reached approximately 1.3078 million units, marking a year-on-year increase of 15.63% and a month-on-month increase of 9.68%, with a penetration rate of about 57.48% [1][3] Group 1: Overall Vehicle Sales - The top-selling company in October 2025 was SAIC Motor, with sales of 454,000 units, reflecting a year-on-year growth of 12.96% [2] - Other notable manufacturers included BYD, Geely, and Changan, which followed closely in sales figures [2] - Companies like Beiqi Blue Valley and Qianli Technology saw their sales growth exceed 100% year-on-year, while NIO and XPeng also experienced significant growth [2] Group 2: New Energy Vehicle Sales - The leading companies in NEV sales for October 2025 were BYD, SAIC Motor, and Geely, with sales of 441,700 units, 206,700 units, and 177,900 units respectively [3] - Beiqi Blue Valley's NEV sales growth exceeded 100% year-on-year, while NIO and XPeng also saw substantial increases in their sales growth rates compared to September [3] - BYD's total sales for the year up to October reached 3.7019 million units, showing a year-on-year increase of 13.88% [3]

Core Insights - In October 2025, 20 A and H-share listed automotive manufacturers reported a total vehicle sales of 2.3166 million units, representing a year-on-year increase of 8.82% [1][4] - Among these, 16 companies disclosed their new energy vehicle (NEV) sales, totaling approximately 1.3078 million units, which is a year-on-year increase of 15.63% and a penetration rate of about 57.48% [1][8] Group 1: Overall Vehicle Sales - The total vehicle sales for October 2025 reached 2.3166 million units, marking a month-on-month growth of 5.97% [1][4] - SAIC Motor led the sales with 454,000 units, followed by BYD with 441,706 units and Geely with 307,133 units [5][6] - Notable growth was observed in companies like BAIC Blue Valley and NIO, with sales growth exceeding 100% year-on-year, while companies like Ideal Auto and NIO experienced a decline of over 30% [4][8] Group 2: New Energy Vehicle Sales - The total NEV sales for October 2025 were approximately 1.3078 million units, with a month-on-month increase of 9.68% [8][11] - Leading NEV manufacturers included BYD, SAIC Motor, and Geely, with sales of 441,706 units, 206,692 units, and 177,882 units respectively [11][15] - Companies such as BAIC Blue Valley and NIO saw their NEV sales growth exceed 50%, while Ideal Auto and BYD reported a year-on-year decline in sales [11][15]

新华财经北京11月13日电近期，汽车制造厂商陆续披露10月销售数据。新华财经和面包财经研究员以A、H股上市的主要汽车厂商披露的月度销售数据公 告，分别统计其整车、新能源汽车的销量。 2025年10月，20家A、H股上市车企合计实现整车销量231.66万辆，同比上升8.82%，环比增长5.97%。 图1：沪港深上市汽车公司整车销量 数据显示，10月，上汽集团以月销45.4万辆位居第一，比亚迪、吉利汽车、长安汽车紧随其后。同比增速方面，北汽蓝谷、千里科技10月整车销量同比增速 超过100%，蔚来、小鹏汽车增速超过70%；曙光股份、理想汽车销量同比下降超过30%。 根据公告数据整理，A、H股上市公司中有20家汽车制造厂商披露了10月份的月度销售数据。2025年10月，20家公司合计销售整车231.66万辆，同比上升 8.82%。相比于9月，北汽蓝谷、蔚来、江淮汽车等企业10月销量增速明显加快；千里科技、金龙汽车、宇通客车等企业的10月增速则有所放缓。 此外，有16家公司披露了新能源汽车（包括乘用车、商用车）的销量数据，10月合计销售新能源汽车约130.78万辆，同比上升15.63%，当月新能源汽车渗透 率约达57. ...

日前，中联重科在接受机构调研时表示，公司自2024年起布局具身智能人形机器人。目前已推出多款自 主研发样机，具备软硬件一体化全栈自研能力，发布了云谷具身智能大模型和工具链，机器人关键零部 件均为自主研发，包括行星关节模组、摆线关节模组、减速器、控制器、电机等，还自建百工位训练 场，已有数十台人形机器人进入工厂作业。 11月7日，长安汽车表示，在人形机器人领域，联合头部合作伙伴共同研发人形机器人，突破机器人"大 脑""能源""驱动"等核心技术。11月初，美的集团表示，人形机器人方面，公司工业用人形机器人"美 罗"开始进入美的洗衣机荆州工厂，并开始参与信息收集、设备维护、固定巡检等任务，以及参与设备 上下料、物料搬运等标准化作业流程。在2025世界人工智能大会（WAIC）上，公司的家用人形机器 人"美拉"完成全球首秀。 近日，小鹏汽车发布全新一代人形机器人IRON，并将于2026年底量产，优先进入商业场景提供服务。 特斯拉表示，其人形机器人的试生产产线已经开始运行，规模更大的第三代人形机器人的生产线将于 2026年建成投产。 国金证券认为，2026年将成为全球人形机器人产业"iPhone"时刻，进一步推动相关领域 ...

Core Viewpoint - The recent complaints from consumers regarding the inability to pick up vehicles ordered through unauthorized intermediaries have prompted Avita Technology and Deep Blue Automotive to issue statements confirming that these intermediaries have no official relationship with the brands, and the police are now involved in the investigation [1][2]. Group 1: Consumer Complaints and Company Response - Multiple consumers reported issues with unauthorized intermediaries, leading to lost deposits or full payments without receiving their vehicles [2]. - Both Avita and Deep Blue confirmed that the involved intermediaries acted without any brand authorization, harming consumer rights and brand integrity [2]. - Changan Automobile has initiated an emergency response plan, including a reward fund of 1 million yuan for reporting false information related to the incident [2]. Group 2: Sales Performance and Financial Status - Avita and Deep Blue are critical components of Changan Automobile's new energy strategy, with combined sales in October reaching over 50,000 units, accounting for 42.27% of Changan's total new energy sales [4]. - Deep Blue's cumulative sales for the year stand at 269,000 units, achieving only 53.8% of its annual target of 500,000 units, while Avita's sales of 104,000 units are less than half of its target of 220,000 units, indicating a significant risk of missing targets for the third consecutive year [4]. - Avita's financial reports indicate substantial losses, with cumulative losses projected to reach 9.726 billion yuan over three years, and the company is seeking to raise funds through a potential IPO in Hong Kong [6].