点 击 蓝 字 关 注 我 们 目 录 政策信息 企业信息 1、博泰车联与商汤智能科技订立合作框架协议 共推 AI 在智能网联汽车领域应用 2、全国首个大容量钠离子储能电站扩容工程投运 3、鸿蒙智行 5 天累计大定突破 3 万 4、"威海-大连"新能源汽车运输航线开通 5、8 月我国汽车零部件产品出口金额达 84.1 亿美元 6、国庆中秋假期高速公路新能源汽车充电量超 1.2 亿度 7、宁德时代与马士基达成全球战略合作 8、湖北省计划开工项目六成来自民间投资 9、vivo 手机小 V 与小鹏车载小 P 全面互通,共创"一句话控车" 10、宁德时代已回购 43.86 亿元股份;智能底盘子公司完成首轮 20 亿元融资 11、美参议院通过法案限制英伟达、AMD 芯片对华出口 12、湖南：到 2025 年底全省新能源汽车渗透率与全国平均水平差距缩小至 6%以内 13、宁波北仑 向智造高地聚能发力 14、宁德时代洛阳基地二期项目正式投产 15、鸿蒙智行公布"国庆出行辅助驾驶使用报告"：汽车辅助驾驶总里程达 2.3 亿公里、 用户活跃度 90.8% 1、温州: 10 月 10 日 24 时起暂停实施汽车置换更新补贴政策 ...

证券之星消息，10月15日乘用车板块较上一交易日上涨1.61%，海马汽车领涨。当日上证指数报收于 3912.21，上涨1.22%。深证成指报收于13118.75，上涨1.73%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000625 长安汽车 | | 6.51亿 ﺔ | 20.30% | -2.65 Z | -8.27% | -3.86 Z | -12.03% | | 002594 比亚迪 | | 2.45 Z | 4.84% | -8760.67万 | -1.73% | -1.58 Z | -3.11% | | 000572 海马汽车 | | 2.38亿 | 20.37% | -1.22 Z | -10.43% | -1.16亿 | -9.94% | | 601238 广汽集团 | | 1.48亿 | 11.99% | -730.86万 | -0.59% | -1.41 Z | ...

Core Insights - The article highlights the continuous growth of China's power battery and other battery industries in the first three quarters of 2025, with significant increases in production, sales, and exports [4][14][26]. Production and Sales - In the first three quarters of 2025, the production and sales of power and other batteries reached 1121.9 GWh and 1067.2 GWh, respectively, representing year-on-year growth of 51.4% and 55.8% [4]. - In September 2025, the total production of power and other batteries was 151.2 GWh, with a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [9][12]. - The cumulative sales of power and other batteries from January to September 2025 reached 1067.2 GWh, with a year-on-year growth of 55.8% [14]. Export Performance - Cumulative exports of power and other batteries in the first three quarters of 2025 amounted to 199.9 GWh, reflecting a year-on-year increase of 45.5% [4][26]. - In September 2025, the export volume of power batteries was 17.6 GWh, with a year-on-year growth of 50.9% [27][40]. Market Segmentation - In September 2025, the share of pure electric trucks in the total installation volume reached 16.0%, showing a significant year-on-year increase of 156.5% [4]. - The cumulative installation volume of power batteries from January to September 2025 was 493.9 GWh, with a year-on-year growth of 42.5% [47]. Material Types - In September 2025, the production of lithium iron phosphate batteries accounted for 79.0% of the total battery production, with a year-on-year increase of 65.4% [9]. - The sales of power batteries in September 2025 reached 110.5 GWh, with a year-on-year growth of 44.4% [20]. Company Rankings - In September 2025, the top ten companies in power battery sales included CATL, BYD, and others, with significant year-on-year growth rates [32][34]. - The cumulative sales of power batteries from January to September 2025 showed that CATL and BYD maintained their leading positions in the market [39]. Installation Concentration - In September 2025, the top two companies accounted for 63.8% of the total installation volume, indicating a slight decrease in market concentration compared to the previous year [62]. - The average installation volume per vehicle in September 2025 was 55.0 kWh, reflecting a month-on-month increase of 2.0% [63].

每经记者｜陈晴 每经编辑｜陈俊杰 广东省天行健新材料股份有限公司（简称"天健新材"）正冲刺北交所上市，其背后是一场与时间赛跑的 资本对赌。 根据招股说明书（申报稿）（以下简称招股书）披露，若公司今年底前未能成功上市，实际控制人汪剑 伟需回购部分机构持股。《每日经济新闻》记者注意到，天健新材的业绩表现有些难言乐观——2024年 全年及2025年上半年净利润连续下滑。 业绩滑坡背后，第一大客户比亚迪的影响尤为关键。来自比亚迪的业务收入毛利率走低，直接冲击利润 空间；与此同时，大客户回款周期拉长，推高公司应收账款余额占收入比例及资产负债率，流动性压力 持续加剧。监管也已注意到相关风险，在今年7月的问询函中，重点关注了公司业绩下滑与偿债能力隐 患。实控人与部分机构签订对赌协议 天健新材是一家专业从事高性能改性工程塑料研发、生产与销售的企业。公司成立于2008年，初期以改 性工程塑料贸易业务为主，自2012年起建立自有生产基地，转向研发、生产与销售一体化经营。 从业绩来看，当前时点对公司冲刺上市并不有利。报告期（2022年至2024年，下同），天健新材营业收 入分别为8.32亿元、9.34亿元和11.29亿元，归属于母 ...

截至2025年10月15日 13:31，中证新能源汽车产业指数(930997)强势上涨1.57%，成分股震裕科技(300953)上涨10.68%，三花智控(002050)上涨10.01%，银轮 股份(002126)上涨5.66%，科达利(002850)，威迈斯(688612)等个股跟涨。新能车ETF(515700)上涨1.41%，最新价报2.38元。拉长时间看，截至2025年10月14 日，新能车ETF近1月累计上涨6.92%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300750 | 宁德时代 | 1.68% | 9.80% | | 300124 | 汇川技术 | 1.87% | 9.63% | | 002594 | 比亚迪 | 0.60% | 9.10% | | 000625 | 长安汽车 | 1.99% | 5.08% | | 002050 | 三花智控 | 10.01% | 4.74% | | 300014 | 亿纬锂能 | 1.82% | 4.51% | | 603799 | 华友链业 | -0.75% | 4.04% | | 0 ...

Core Insights - In 2023, China surpassed Japan to become the world's largest automobile exporter, with BYD overtaking Tesla as the largest pure electric vehicle manufacturer in the same year [1] - China's power battery industry has a global market share of 63.2%, with six out of the top ten global battery companies being Chinese, and CATL maintaining its position as the world's largest battery manufacturer for nine consecutive years [1] - The transition of China's power battery industry from labor-intensive to technology-intensive is highlighted as a successful model of industrial upgrade [1] Industry Development - The development of electric vehicles (EVs) has focused on addressing consumer pain points such as range and safety, with advancements in fast charging and performance in various climate conditions [2][3] - The initial focus was on electric buses and low-speed vehicles, which allowed for larger battery installations without energy density concerns, before moving to passenger vehicles where energy density became critical [3][4] - The introduction of subsidy policies linked to energy density has driven the shift from lithium iron phosphate (LFP) batteries to nickel-cobalt-manganese (NCM) batteries, which offer higher energy density [5][6] Safety Concerns - As NCM batteries gained market share, safety issues emerged, with incidents of fires and explosions reported, particularly in high-nickel variants [6][7] - Regulatory measures have been introduced to enhance battery safety, including mandatory standards for thermal runaway prevention [7] - The resurgence of LFP batteries is attributed to their superior thermal stability and safety, with innovations like BYD's blade battery achieving competitive energy density [8][9] Technological Innovations - The competition has shifted from a focus on battery chemistry to innovations in battery pack technology and safety systems [10] - New battery designs, such as GAC Aion's cartridge battery and CATL's Kirin battery, aim to enhance safety while maintaining energy density [10][11] - The industry is addressing new challenges related to performance in extreme weather conditions and charging speed, with ongoing research into thermal management systems and fast-charging solutions [12][13] Market Trends - The market is witnessing a significant shift in battery technology preferences, with LFP batteries regaining ground due to their cost-effectiveness and resource availability [9][10] - The demand for fast charging and battery swapping solutions is increasing, with companies exploring innovative business models to enhance consumer convenience [12][13] - The rapid growth of battery testing and R&D facilities reflects the industry's commitment to improving battery performance and safety [13][14]

据中汽协统计，9月，中国汽车产销分别完成327.6万辆和322.6万辆，同比分别增长17.1%和14.9%。 2025年前三季度，中国汽车产销累计完成2433.3万辆和2436.3万辆，同比分别增长13.3%和12.9%。 中汽协数据显示，在车市传统旺季"金九银十"的9月，中国汽车产销分别完成327.6万辆和322.6万辆，环 比分别增长16.4%和12.9%，同比分别增长17.1%和14.9%。汽车产销量历史上同期首次超过300万辆，月 度同比增速已连续5个月保持10%以上。 新能源汽车前三季产销均超1100万辆 在不同大类车型方面，9月，中国乘用车产销分别完成290万辆和285.9万辆，环比分别增长16%和 12.5%，同比分别增长15.9%和13.2%。2025年前三季度，中国乘用车产销累计完成2124.1万辆和2124.6 万辆，同比分别增长13.9%和13.7%。在乘用车主要品种中，与2024年同期相比，四大类乘用车品种产 销均呈不同程度增长，其中交叉型乘用车产销增速最为显著。 9月，中国商用车产销分别完成37.6万辆和36.8万辆，环比分别增长19.3%和16.3%，同比分别增长27.7% 和29 ...

（文章来源：每日经济新闻） 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），最大涨跌幅达20%，该指数从市 场中选取涉及清洁能源生产、存储及应用等业务的上市公司证券作为指数样本，重点关注具有技术创新 能力和高成长潜力的企业，行业配置上以太阳能、风能、电动汽车及相关设备制造为主，以反映新能源 及相关产业链上市公司证券的整体表现。 东吴证券指出，2024Q2以来随着国内外新能源车销量快速提升，动力电池装机量回升，叠加储能电芯 需求扩张，头部电池厂如宁德时代、比亚迪等产能利用率快速提升接近满产，2024Q4以来重启资本开 支，设备商新签订单高增，看好后续国内电池厂欧洲扩产及储能扩张，利好设备商订单持续增长。中国 锂电设备商具备全球竞争力，海外电池产能扩张离不开中国设备商，先导、杭可等国产锂电设备商具备 全球竞争力。10月9日，商务部、海关总署发布公告，将部分锂电池、高端正负极材料及核心制造设备 纳入出口管制范围，但出口管制不等于禁止出口，企业仍可通过申请许可方式开展出口业务，头部设备 商反馈正常申请许可报备即可。在新的制度框架下，利好具备合规能力和全球化运营经验的头部企业， 能够获得更稳 ...

（记者 胡玲） 沃尔核材（002130.SZ）10月15日在投资者互动平台表示，公司的车内高压线束以及车载以太网线、同 轴线、HSD、HDMI及USB线等汽车线产品，广泛应用于汽车领域，其直接或终端客户包括比亚迪、吉 利、理想、长安跨越、柳汽、鑫源等多家汽车厂商。 每经AI快讯，有投资者在投资者互动平台提问：公司汽车线束的主要客户有哪些？ ...

针对上述提问，沃尔核材回应称："感谢您的关注！公司的车内高压线束以及车载以太网线、同轴线、 HSD、HDMI及USB线等汽车线产品，广泛应用于汽车领域，其直接或终端客户包括比亚迪、吉利、理 想、长安跨越、柳汽、鑫源等多家汽车厂商。谢谢！" 有投资者在互动平台向沃尔核材提问："董秘您好，公司汽车线束的主要客户有哪些？" 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。 责任编辑：栎树 ...