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 ...

Group 1: Market Overview - The electric equipment sector received a net inflow of nearly 30 billion yuan, ranking first among 31 Shenwan primary industries [1] - The green energy ETF (562010) surged, with an intraday increase of 4.19%, currently up 2.82% [1][4] - Key stocks in the green energy sector include Tianqi Materials, which hit the daily limit, and Tianhua New Energy, which rose over 16% [1][4] Group 2: Lithium and Battery Materials - Lithium hexafluorophosphate prices are fluctuating daily, with some market quotes reaching 150,000 yuan per ton, doubling since mid-October [3] - The demand for energy storage batteries and most lithium battery materials has shown signs of tightening supply, indicating a potential turning point for profitability in the lithium battery supply chain [3] Group 3: Technological Advancements - Significant progress has been made in perovskite LED technology, achieving an efficiency of 45.5% [3] - Analysts suggest that the maturation of perovskite battery technology will lay a solid foundation for large-scale commercialization by 2025 [3] Group 4: Policy Developments - The National Energy Administration issued guidelines to promote the integrated development of renewable energy, aiming for enhanced market competitiveness by 2030 [3] - A joint directive from the National Development and Reform Commission and the National Energy Administration aims to establish a multi-level renewable energy consumption and regulation system [3] Group 5: Investment Opportunities - The top ten weighted stocks in the green energy ETF include major players like CATL, Sungrow Power, and BYD [5] - The smart electric vehicle ETF (516380) focuses on both electrification and intelligent automotive technologies, presenting long-term investment opportunities in the electric and smart vehicle sectors [5]

燃油车+新能源车双重发力。 10月， 中国汽车市场的月度销量王座正式易主。 比亚迪单月销量为44.17万辆，被上汽集团以45.4万辆的成绩反超，后者实现了12.96%的同比增长。 | | | | 产量 | | | | | 销量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目类别 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | 新能源汽车 | 429, 808 | 536. 134 | 3, 643, 377 | 3,297,044 | 10. 50% | 441, 706 | 502, 657 | 3,701,852 | 3,250,532 | 13.88% | | -乘用车 | 424. 174 | 534.003 | 3. 595. 640 | 3.283.439 | 9.51% | 436. 856 | 500. 526 | 3.655.718 | 3.236.927 | 12. 94% | | -纯申动 ...

Core Insights - The 2025 World Power Battery Conference held in Yibin, Sichuan, revealed that China's power battery installation volume is expected to exceed 60% of the global total in 2024, highlighting China's leading position in the industry [1] Global Index - The Global Index indicates that Asian countries, particularly China and Japan, have a significant advantage in the power battery industry, with China leading in scale and market size for new energy vehicles [1] - China continues to lead globally in innovation capability and the completeness of the industrial chain [1] China Index - The top five provinces in China for power battery industry development remain consistent: Guangdong, Jiangsu, Sichuan, Fujian, and Hubei [2] - Guangdong benefits from its geographical advantages and policy support, while Sichuan is transitioning from scale expansion to high-quality development, focusing on creating a world-class industrial cluster [2] Enterprise Index - Leading companies such as CATL, BYD, and LG Energy have strong competitiveness in enterprise scale, innovation capability, and sustainable development, ranking in the top three [2] Industry Trends - Industry leaders discussed the core technologies and future layouts of the power battery industry, emphasizing the need for high-quality development amid global energy transition challenges [2] - CATL's chairman noted that lithium battery exports contributed nearly 400 billion yuan to China's foreign trade in the first three quarters of 2025 [2] Material Innovation - The chairman of GCL Group emphasized the importance of breakthroughs in source materials for the new quality development of the power battery industry [3] - The integration of power batteries, energy storage, and AI is expected to reshape the future of energy [3] Storage Technology - The chairman of China Huadian Group highlighted the need for advancements in long-duration storage and hybrid storage technologies to enhance the application level of energy storage stations [3] Solid-State Battery Development - Experts indicated that solid-state batteries are still several years away from mass production, with commercialization expected around 2032-2033 [4] - The timeline for semi-solid batteries is estimated to be 5-7 years for commercial application [4] Next-Generation Battery Focus - The vice president of Changan Automobile stated that the industry should not solely focus on solid-state batteries, as Changan is exploring multiple technological pathways, including liquid battery improvements [5]

Core Viewpoint - BYD's stock price has shown fluctuations with a year-to-date increase of 7.36%, while recent trends indicate a decline over the past 20 and 60 days [1][2]. Financial Performance - For the period from January to September 2025, BYD achieved a revenue of 566.27 billion yuan, representing a year-on-year growth of 12.75%. However, the net profit attributable to shareholders decreased by 7.55% to 23.33 billion yuan [2]. - Cumulative cash dividends since BYD's A-share listing amount to 27.86 billion yuan, with 24.41 billion yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, BYD had 642,600 shareholders, an increase of 98.37% from the previous period, with an average of 5,427 circulating shares per person, up by 51.21% [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 265 million shares, an increase of 137 million shares from the previous period [3]. Stock Market Activity - On November 13, BYD's stock rose by 2.00% to 99.73 yuan per share, with a trading volume of 1.702 billion yuan and a turnover rate of 0.50%. The total market capitalization reached 909.26 billion yuan [1]. - The net outflow of main funds was 61.41 million yuan, with large orders showing a buy of 359 million yuan and a sell of 402 million yuan [1].

港股消费ETF(513230)跟踪中证港股通消费主题指数，一键打包互联网电商龙头+新消费，成分股近乎 囊括港股消费的各个领域，包括泡泡玛特、老铺黄金、名创优品等新消费龙头，又包含腾讯、快手、阿 里巴巴、小米等互联网电商龙头，科技+消费属性突出。 消息面上，据千龙网，销售额破亿元、高性价比商品受追捧、即时零售带动线下销售增长。今年"双 11"大促期间，品牌商品和创新产品销售增速明显，服务消费热点频现。业内人士认为，今年"双11"正 逐步从商品消费驱动，转向服务驱动、体验驱动、情绪价值驱动。平台在拉长促销周期的同时，针对当 前消费变化趋势和特点，推陈出新打造消费热点，优化供应服务，加强技术和服务创新，为"双11"创造 了更多活力。 据复旦大学消费市场大数据实验室测算数据，今年双十一期间全网零售额近2.4万亿元再创新高，同比 增长超10%。值得一提的是，今年双十一期间"AI+电商"模式屡次被提及，从市场趋势来看，随着AI技 术加速走向商业化应用，越来越多的线上电商平台希望借此AI打造"第二增长曲线"。 11月13日，港股消费板块早盘震荡，截至发稿，港股消费ETF(513230)现小幅微跌。从成分股表现来 看，新秀丽 ...

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]

锂电池概念掀涨停潮。 11月13日，A股主要指数低开高走，沪指、深证成指等集体翻红。截至发稿，上证指数上涨0.22%，报4008.89点；深证成指上涨0.68%，创业板指上涨 0.66%，北证50指数涨超2%。 | 今开 | 3996.51 | 最高 | | 4010.41 | 成交量 | 1.90亿手 | 涨跌额 | +8.75 | 振幅 | | 0.39% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 昨收 | 4000.14 | 最低 | | 3994.77 | 成交额 | 2671.12亿 V | 涨跌幅 | +0.22% | 量比 | | 2.21 | | 分时 | 五日 | 日K | 團K | 月K | 更多v | | | 6 高级工具 | | で AI技术追踪 | | | 4009.89 | | | | | | | | | | | 0.24% | | | | | | | | | | | | | 0.05% | | 3994.77 | | | | | | | | | | | -0.13% ...

投资者提问： 目前市场储能板块如火如荼，阳光电源屡创新高。与阳光电源并列第一梯队 国内储能市场排名第二的 比亚迪，股价却趴在底部屡创新低。 作为比亚迪的广大股东，在今年资本市场大好形势下，持股已经 全面浮亏。 但作为公司，却没有采取任何市值管理的措施。 你们没有招，作为比亚迪一名小散股东， 提个建议。 把储能业务单独成立公司，定期公布业务进展情况，包括国内市场占有率和排名情况。这 样可以对标阳光电源逐步提升市值 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(比亚迪SZ002594)： 您好！在储能业务方面，公司多年深耕国际市场，聚焦绿色能源和电化学储能技术，构建涵盖电源侧储 能、电网侧储能、工商业储能、家庭储能、叉车电池和船舶电池等应用领域，为全球客户提供全场景、 全价值、全生态的储能解决方案，助力新型储能产业实现跨越式发展。依托全球领先的电池研发制造技 术和强大的创新能力，比亚迪储能已为国内外数百个储能项目提供安全可靠的储能系统解决方案，新能 源产品远销全球6大洲，包括中国、美国、英国、德国、法国、瑞士、意大利、澳大利亚、南非、智 利 ...