每经编辑｜毕陆名 10月1日，小米汽车等造车新势力相继发布9月份的交付数据。 小米汽车9月交付量超过40000台。 理想汽车公布9月交付数据。2025年9月，理想汽车交付新车33,951辆。2025年第三季度，理想汽车交付93,211辆。截至2025年9月30日， 理想汽车历史累计交付量为1,431,021辆。 小鹏汽车公布最新交付成绩：2025年9月，小鹏汽车共交付新车41,581台，同比增长95%，环比增长10%，单月交付量突破4万台，创下历 史新高。2025年1~9月，小鹏汽车累计交付新车313,196台，同比增长218%。 零跑汽车9月全系交付再创新高，达66657台，同比增长超97%，月销量首次突破6万台。 蔚来汽车9月交付34,749辆汽车，同比增长64.1%。在截至2025年9月的三个月内，蔚来共交付了87,071辆汽车，同比增长40.8%。截至2025 年9月30日，累计交付量已达到872,785辆。 一汽丰田公布9月销售业绩：9月销售新车71031辆；1~9月累计销售新车587011辆，同比增长9.3%。 每日经济新闻综合公开信息 封面图片来源：视觉中国 ...

Core Insights - The commercial vehicle sector experienced a 0.81% increase on September 30, with Dongfeng Motor leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Commercial Vehicle Sector Performance - Dongfeng Motor (600006) closed at 8.06, with a rise of 6.05% and a trading volume of 1.23 million shares, amounting to a transaction value of 972 million [1] - Other notable performers included: - Zhongjun Vehicles (301039) at 9.61, up 1.69% [1] - Shuguang Co. (600303) at 3.91, up 1.56% [1] - Jianghuai Automobile (600418) at 53.90, up 1.51% [1] - The sector saw a net inflow of 248 million in main funds, while retail investors experienced a net outflow of 206 million [3][4] Fund Flow Analysis - Main funds showed significant net inflows in several companies: - Dongfeng Motor: 218 million, accounting for 22.41% of the total [4] - Yutong Bus (600066): 93.02 million, 17.44% [4] - Jianghuai Automobile: 58.23 million, 1.77% [4] - Retail investors showed net outflows in various companies, with notable outflows from: - Yutong Bus: 6.89 million, -12.93% [4] - Jiangling Motors: 14.95 million, -11.50% [4] - China National Heavy Duty Truck (000951): 15.97 million, -9.42% [4]

转自：推广 世界向东，中国向西。继东部沿海的高速增长之后，我国的整个中西部，都在发展机遇期里抢跑，而投 资方也在为下一轮的增长做调研与布局。 9月22日至24日，2025中外知名企业四川行活动（下称"四川行"）签约投资合作项目340个，总投资金额 2630.6亿元，其中新兴产业和未来产业项目占比近4成。 在这个丰收的秋天，四川与数百家国内外知名企业实现"双向奔赴"，同时也彰显出市场的敏锐嗅觉，四 川正在成为新质生产力的新高地，这也为未来产业升级和高质量发展打开了想象空间。 01 引力释放：四川行成投资四川风向标 9月24日，为期三天的2025"四川行"活动圆满落下帷幕。 近年来，随着"一带一路"建设、新时代西部大开发、成渝地区双城经济圈建设、长江经济带发展等国家 重大战略在川交汇叠加，四川的发展机遇还在不断凸显。 在国家现代化建设全局和应对复杂变局的关键时期，四川肩负着我国发展的战略腹地、支撑国家战略实 施的重要地区，以及构筑向西开放战略高地和参与国际竞争新基地的时代使命。 可以预见，四川将承载更多的重大生产力布局，再加上四川自身拥有辐射西部、规模巨大的市场优势， 这将为海内外企业来川投资兴业带来巨大潜力和空 ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - By 2035, new energy vehicles will become the mainstream of newly sold vehicles in China, with the net greenhouse gas emissions in the entire economic scope decreasing by 7%-10% from the peak, non-fossil energy consumption accounting for over 30% of the total energy consumption, and other goals to be achieved [1][109][118]. - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% in 2024. In 2025, high - competitiveness new car products are continuously launched, and price wars are gradually stopped. Overseas markets face trade protectionism in Europe and the United States, so attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. The market share of independent brands continues to expand [3][120]. 3. Summary According to Relevant Catalogs 3.1 Financial Market Tracking - The one - week price changes of related sectors and listed companies are presented in charts. For example, BYD's one - week price decline was 1.65%, while Seres' was 9.48% [12][15]. 3.2产业链数据跟踪 3.2.1 China New Energy Vehicle Market Tracking - **Sales and Exports**: Data on China's new energy vehicle sales, penetration rate, domestic sales, exports, and sales of EV and PHV are presented in charts [16][21][23]. - **Inventory Changes**: Charts show the monthly new additions to new energy passenger vehicle channel inventory and manufacturer inventory [24][25]. - **Delivery Volumes of Chinese New Energy Vehicle Enterprises**: Monthly delivery volumes of enterprises such as Leapmotor, Li Auto, XPeng, NIO, etc., are presented in charts [27][28][32]. 3.2.2 Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: From January to July, global new energy vehicle sales reached 9.233 million, a year - on - year increase of 25.9%. Except for China, Europe and other regions also had significant growth, with year - on - year increases of 29.5% and 53.4% respectively [2]. - **European Market**: Data on European new energy vehicle sales, penetration rate, and sales of EV and PHV in countries like the UK, Germany, and France are presented in charts [44][50][55]. - **North American Market**: In August, US new energy vehicle sales and penetration rate reached record highs. Due to the expiration of the federal electric vehicle tax credit on September 30, high market enthusiasm is expected to continue in September, followed by a sharp decline. Data on North American new energy vehicle sales, penetration rate, and sales of EV and PHV are presented in charts [2][119]. - **Other Regions**: Data on new energy vehicle sales, penetration rate, and sales of EV and PHV in regions such as Japan, South Korea, and Thailand are presented in charts [62][70][72]. 3.2.3 Power Battery Industry Chain - Data on power battery installation volume, export volume, weekly average price of battery cells, material costs, and the operating rates and prices of various battery materials are presented in charts [79][81][85]. 3.2.4 Other Upstream Raw Materials - Data on the daily prices of rubber, glass, steel, and aluminum are presented in charts [102][103][104]. 3.3 Hot News Summaries 3.3.1 China: Policy Dynamics - By 2035, new energy vehicles will become the mainstream of newly sold vehicles in China. From 2026, export license management will be implemented for pure - electric passenger vehicles [109]. 3.3.2 China: Industry Dynamics - From September 1 - 21, new energy vehicle retail sales increased by 10% year - on - year, and cumulative retail sales since the beginning of the year increased by 24%. In the 38th week (September 15 - 21), new energy passenger vehicle retail sales were 299,000, a year - on - year increase of 5.9%, and cumulative retail sales since the beginning of the year were 8.214 million, a year - on - year increase of 23.0% [111][112][113]. 3.3.3 China: Enterprise Dynamics - Chery Automobile was listed on the Hong Kong Stock Exchange, raising HK$9.14 billion. Li Auto and Sunwoda Power jointly established a battery company [114]. 3.3.4 Overseas: Policy Dynamics - Australia announced a 2035 emission reduction target, aiming to reduce emissions by 62 - 70% compared to 2005. The US lowered the import tariff on EU cars to 15%, and Turkey imposed new tariffs on imported passenger cars [114][116][119]. 3.3.5 Overseas: Enterprise Dynamics - BYD's Brazilian factory obtained an international green certificate. Porsche adjusted its product strategy, slowing down electrification and lowering its 2025 performance expectations [117][118]. 3.4 Investment Advice - Pay attention to new growth points such as countries along the Belt and Road and the Middle East. Focus on enterprises with strong product capabilities, smooth overseas expansion, and stable supply [3][120].

Core Viewpoint - The commercial vehicle sector experienced a rise of 1.22% on September 29, with Hanma Technology leading the gains. The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1]. Group 1: Market Performance - The commercial vehicle sector saw significant individual stock movements, with Hanma Technology closing at 8.05, up 5.23%, and a trading volume of 963,600 shares, amounting to 773 million yuan [1]. - Other notable performers included Zhongshun Vehicles, which rose 5.00% to 9.45, and Jianghuai Automobile, which increased by 2.85% to 53.10 [1]. - The overall trading volume for the commercial vehicle sector was substantial, with Jianghuai Automobile achieving a transaction value of 3.016 billion yuan [1]. Group 2: Fund Flow Analysis - The commercial vehicle sector experienced a net inflow of 239 million yuan from institutional investors, while retail investors saw a net outflow of 38.64 million yuan [3][4]. - Jianghuai Automobile attracted the highest net inflow from institutional investors at 185 million yuan, while Zhongshun Vehicles had a net inflow of 22.17 million yuan [4]. - Conversely, Yutong Bus faced a net outflow of 35.65 million yuan from retail investors, indicating a shift in investor sentiment [4].

专利摘要显示，本实用新型涉及一种油气分离器，该油气分离器集成在气缸盖罩盖上，包括壳体以及设 置在壳体形成的腔体内的分离吸附单元。该壳体包括上壳体和下壳体，上壳体内侧包括若干组挡板单 元，每组挡板单元均用于分离油气混合气中第一直径的机油颗粒。分离吸附单元与上壳体连接，用于分 离油气混合气中第二直径的机油颗粒。在本申请中，第一直径大于第二直径。本申请的油气分离器可以 对不同直径的机油颗粒进行捕捉，提高油气分离器的分离效率。本申请对不同体积的油滴均可以进行有 效回收，提高了机油的过滤效率。此外，本申请将油气分离器集成在气缸盖罩盖上，降低油气分离器的 体积和复杂度，易于实现且适用性强。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，一汽解放汽车有限公司取得一项名为"油气分离器"的专利，授权公告号 CN223374487U，申请日期为 2024 年 11 月。 天眼查资料显示，一汽解放汽车有限公司，成立于2002年，位于长春市，是一家以从事汽车制造业为主 的企业。企业注册资本1080301.25万人民币。通过天眼查大数据分析，一汽解放汽车有限公司共对 ...

上市企业：比亚迪（002594）,上汽集团（600104）,长城汽车（601633）,长安汽车（000625）,广汽集团 （601238）,一汽解放（000800）,东风汽车（600006）,北汽蓝谷（600733） 相关报告：智研咨询发布的《2025-2031年中国汽车行业市场深度评估及投资机会预测报》 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年7月中国基本型乘用车(轿车)产量为96.6万辆，同比增长8.4%；2025年 1-7月中国基本型乘用车(轿车)累计产量为683.7万辆，累计增长10%。 2020-2025年1-7月中国基本型乘用车(轿车)产量统计图 ...

Core Viewpoint - The article discusses the evolution and significance of automotive brand logos in China, highlighting how logos have become essential for brand identity, market positioning, and consumer engagement in the competitive automotive industry [4][11][70]. Brand Logo Evolution - Over the past decade, more than twenty passenger car companies in China have updated their brand logos, with some brands changing multiple times within ten years [5][6]. - The period from 2014 to 2025 has seen significant logo redesigns among various brands, reflecting a trend towards simplification and modern aesthetics [6][7]. Importance of Logos - Logos are no longer mere decorative elements; they serve as the first step in implementing brand strategies and are crucial for consumer recognition and emotional connection [11][12]. - A well-designed logo should be visually appealing, easily recognizable, and strongly associated with the brand's identity [11][12]. Design Principles - Effective logo design is a systematic process that aligns with brand strategy, emphasizing simplicity, logic, and aesthetic appeal [12]. - The article outlines three key criteria for a good logo: beauty, high recognition, and strong association [11]. Case Studies of Logo Redesigns - **Changan**: The evolution of Changan's logo reflects the broader understanding of logo significance in the Chinese automotive industry, transitioning from a complex design to a more streamlined and modern aesthetic [15][16]. - **Avita**: Avita's logo embodies minimalist modernism, using simple lines to convey a sense of technology and sophistication [17]. - **Deep Blue**: The logo of Deep Blue is highly abstract, focusing on a triangular shape that symbolizes energy, though it requires consumer interpretation to connect with the brand [20]. Consumer Perception - The article emphasizes the importance of consumer perception in logo design, noting that logos must resonate with target audiences to be effective [44]. - It highlights the need for logos to be memorable and evoke positive associations, which can significantly impact brand loyalty and recognition [11][12]. Conclusion - The article concludes that the best logos are simple and versatile, capable of adapting to various contexts while maintaining their core identity [70]. - It encourages readers to engage in discussions about what constitutes a good logo and to participate in voting for the best logos among Chinese automotive brands [70].

载货车市场又一款新车来啦！ 9月25日，一汽解放J6G PRO载货车上市仪式，在山西运城成功举办。解放J6G PRO载货车 精准聚焦绿通、冷藏、快递等物流运输领域核心细分场景，致力于为卡友提供更具价值化、场 景化的全生命周期解决方案。 活动现场，解放J6G PRO载货车的价格也首次揭开了神秘面纱:绿通版售价20.88万元、冷链 版售价21.38万元、快递版售价21.58万元。那么，全面升级的解放J6G PRO载货车都有哪些 配置？在承载、舒适性和动力方面又具备哪些优势？下面，就请跟随第一商用车网小编近距离 了解下这款车。 全新外观 品牌辨识度高 此次上市的解放J6G PRO相比旧款产品全新升级，采用了4×2驱动形式；配备流线型设计的 一体式导流罩，与货厢高度基本保持一致，导流罩延伸至车身侧面，大幅减少车辆在行驶过程 中的风阻。 解放J6G PRO沿用了解放J6G家族的经典外观特征，前脸设计风格以简洁为主，造型威猛， 型线钢劲有力；蜂窝状进气格栅呈四个梯形依次排开，确保了发动机冷却系统良好的散热能 力，整车动力性和经济性更优；前保险杠镶嵌高亮度全LED大灯，提升了视觉效果，并为夜间 行车保驾护航。此外，解放的金 ...

事关全固态锂电池，我国科学家有重大突破。 据最新消息，清华大学化工系教授张强领衔的团队在锂电池聚合物电解质研究领域取得重要进展，该团队成功 开发出一种新型含氟聚醚电解质，该研究成果有望为成熟的固态电池产品研发提供重要技术参考。 另外，武 汉大学集成电路学院杨培华课题组通过构建新型阳离子－两性离子聚合物电解质，为发展安全、高能量密度的 固态电池提供了新的思路。 固态电池凭借其高能量密度和高安全性，正成为解决新能源汽车续航、充电和安全痛点的关键。有券商机构认 为，随着政策红利释放、市场需求升级和技术持续迭代，全球固态电池产业已从实验室研发进展到商业化落地 的关键阶段。 重大突破 9月27日，据科技日报，日前，清华大学化工系教授张强领衔的团队在锂电池聚合物电解质研究领域取得重要 进展，为开发实用化的高安全性、高能量密度固态锂电池提供了新思路与技术支撑。 该研究成果以"调控聚合物电解质溶剂化结构实现600 Wh kg−1锂电池"（Tailoring polymer electrolyte solvation for 600 Wh kg−1 lithium batteries）为题，已于9月24日在线发表于《自然》（N ...