香港正成为内地电动车品牌的新战场。极氪、小鹏等品牌凭借卓越的性价比和精准的本地化配置，不仅赢得 如刘銮雄等香港富豪的青睐，更在销量上跻身前列。这场成功既是内地供应链优势的体现，也为这些品牌进 军全球右舵车市场提供了关键跳板。 香港千亿富豪刘銮雄与他的极氪爱车，又一次上演了"双向奔赴"。 2025年10月13日，在一支清一色极氪009车队护航下，久未露面的刘銮雄身着睡衣闲适下车，径直走向香港极 氪门店，目标明确：拿下刚刚上市不久的极氪9X。 这块车牌曾先后陪伴过刘銮雄的奔驰S500和丰田埃尔法，香港富豪的选择，恰似一面折射潮流的镜子。 曾几何时，以埃尔法为代表的外国品牌是香港顶级富豪与明星的标配座驾，那股 "港风"甚至吹到了内地。 如今，风向已悄然逆转。来自内地的自主汽车品牌，正在香江掀起一场热闹非凡的换车潮。 2025年9月，中国香港私家车首次登记品牌前10名榜单上，内地智能电动车集体"破圈"：极氪以546辆的登记 量拿下11.7%的市占率，埃安246辆（5.3%）、小鹏120辆（2.6%）、名爵109辆（2.3%）紧随其后。 这些数字背后，折射出香港汽车消费者态度的微妙转变，从一开始抱着试试看的心态，到后来 ...

观点网讯：10月28日，小鹏汽车港股延续强势，盘中涨幅一度超过4%，市值升至1674亿港元，首次超 越理想汽车港股市值。根据公开资料整理，截至上午11:03，小鹏汽车股价表现领先，成为港股新势力 车企市值第一。 年内，小鹏汽车港股累计涨幅已逾80%，显著跑赢同业。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 来源：观点地产网 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月28日｜小鹏汽车(9868.HK)港股市值达到1674亿港元，盘中超过理想汽车(2015.HK)港股市值 (1657亿港元)。今年以来，小鹏港股涨幅已超过80%。28日美股收盘，小鹏汽车(XPEV.N)收涨6.48%， 理想汽车(LI.O)收跌1.6%，小鹏汽车美股市值219.81亿美元超过理想汽车(217.61亿美元)2亿美元。 ...

美东时间10月27日美股收盘，蔚小理市值排名出现变化，小鹏汽车219亿美元超过理想汽车的217亿美元，而此前理想汽车曾长时间领先小鹏和蔚来。 从股价走势上也能看出，近一年小鹏上升最为明显，远超蔚来和理想。 | 成父额 | 1.1816 | 5.2216 | 2.49 | | --- | --- | --- | --- | | 52周最高 | 33.120 | 8.020 | 27.16 | | 52周最低 | 19.104 | 3.020 | 11.14 | ...

10家车企集体给出购置税补贴政策。 10月26日，奇瑞汽车在社交媒体上宣布，推出"安心购"购置税补贴方案，将对符合条件的用户全额补贴因购置税政策调整产生的费用差额，确 保用户不因跨年开票承担额外购置税支出，单辆车最高补贴金额不超过1.5万元。 ▲奇瑞汽车宣布购置税补贴方案 适用车型为奇瑞旗下部分品牌车型（奇瑞、纵横、星途、捷途、iCAR）所有符合2026年减征购置税新能源汽车技术要求的产品（纯电动乘用 车、插电式（含增程式）混合动力乘用车），具体以工信部发布的减税车型目录为准。 | 序号 | 品牌 | 车型 | 锁单截至时间 | 补贴金额 | 宣布政策时间 | | --- | --- | --- | --- | --- | --- | | 1 | 奇瑞汽车 | 部分子品牌车型 | 2025年11月30日 | 至高1.5万元 | 10月26日 | | 2 | 蔚来汽车 | 蔚来全新ES8 | 2025年12月31日 | 至高1.5万元 | 9月21日 | | 3 | 理想汽车 | 理想i6 | 2025年10月31日 | 至高1.5万元 | 9月30日 | | 4 | | 极氪9X | 2025年10月31日 ...

Core Insights - SunCar Technology Group Inc. reported a 9% increase in total revenue to $222.3 million for the first half of 2025, compared to $203.1 million in the same period of 2024 [5][8] - The company achieved a significant increase in EV insurance premiums, which rose by 111.3% to $697.6 million, up from $330.2 million year-over-year [5][8] - SunCar's net loss decreased to $5.5 million in the first half of 2025, a substantial improvement from a net loss of $60.1 million in the prior year [5][8] Financial Performance - Total revenue for the first half of 2025 was $222.3 million, reflecting a 9% increase from $203.1 million in the first half of 2024 [5][8] - Adjusted EBITDA for the first half of 2025 was $2.5 million, down from $6 million in the prior year [5][8] - The company reported a net loss of $5.5 million for the first half of 2025, compared to a net loss of $60.1 million in the same period of 2024 [5][8] Business Highlights - SunCar deepened collaborations with major EV manufacturers, including Tesla, Xiaomi, and NIO, enhancing its insurance offerings and user experience [5][6][9] - The integration of ByteDance's Doubao large language model into SunCar's platform is expected to enhance its AI-driven digitalization efforts [4][5] - The company has initiated innovative auto services projects in partnership with China ZheShang Bank and Shanghai Rural Commercial Bank, expanding its service offerings [5][9] Market Position - SunCar ranked first in China for auto insurance premiums tailored to EV owners, indicating a strong market presence in the growing EV insurance sector [5][8] - Revenue from auto eInsurance services increased by 33% to $97.8 million, driven by strong partnerships with emerging EV OEMs [5][8] - Technology services revenue grew by 11% to $24.3 million, reflecting increased adoption of SunCar's enterprise software tools [5][8] Strategic Outlook - The company is prioritizing profitability and cash generation, withdrawing its previous full-year revenue guidance of $521 million to $539 million [14] - SunCar aims to focus on accounts and partnerships that enhance margins and long-term value, positioning itself for sustainable growth [14]

2025年8月底，有人给TOP2说理想值得去看看地平线HSD，而不是认为供应商的方案没必要看。2025 年10月27日，有地平线相关人员表示近期地平线和理想智驾团队有互相在北京体验对方的车。 地平线HSD技术架构为车端为视角信息进入，输出轨迹的VA式端到端，云端有语言介入。对VLA的 观点是，认为大量时候不需要语言，且串联式的VLA对算力对带宽要求太高，VA式端到端还有很多 潜力可挖。 试驾时长1.5h左右，为TOP2自选路线，在杭州西湖附近。除1次三点掉头外0次接管（目前没有三点 掉头能力），安心感/舒适感/丝滑度/时延/堵车情形下的连续启停舒适度（这点明显好于量产版本的 理想VLA，不过由于该堵车路段只有两车道，不好讲多车道堵车情形下是否会尝试多变道带来体验 下降）都是一个很不错的水平。整个过程中几乎没有通过调整滚轮调整速度的欲望（作为对比，理想 VLA经常有这种欲望），全程安心感都很高，且必然不是基于规则做的。A车型人来开有点很不好 开。 和其他人交流下来，普遍认为A车型的地平线HSD工程车辅助驾驶能力很不错， B车型的地平线HSD 工程车则很一般，造成这个现象的原因除了AB车型芯片算力不同外，也和AB ...

" 理想如何从0到1开启操作系统的自研工作？在这个过程中，又 是如何贯彻、执行理想的「目标聚焦」、「高执行力」等方法论？ " 作者丨 李雨晨 编辑丨 林觉民 作为2021年全面启动自研的组织部分，理想汽车操作系统（以下称星环OS）的起步并不算早。从内部架 构看，星环OS归属于CTO谢炎管理。谢炎上任之后的第一件事是扩充星环OS的研发团队，2023年时部门 规模将近200人。 理想汽车在2024年首次实现自研操作系统星环OS上车。截至2024年底，星环OS已完成八次迭代，在理 想L9 Max车型上实现200万行代码的量产验证。 今年三月，星环OS扩展了芯片适配框架。数据显示，新芯片适配周期从行业平均180天缩短至28天，适 配成本降低75%，覆盖英飞凌TriCore、瑞萨RH850主流芯片大厂，也包括地平线、芯驰的ARM架构，以 及被广泛关注的开源RISC-V芯片架构。 李想的态度显而易见的满意。他曾对外表示："那真的是做得好，明显的好，如果你做得不好的东西出去 开源不就丢人吗？" 9月16日，理想汽车在北京研发总部，与长城汽车、英飞凌、中科创达、德赛西威等共16家生态伙伴与理 想共同签署《星环OS社区章程》。 ...

南向资金今日净买入28.73亿港元。其中中芯国际、腾讯控股、华虹半导体净买入额位列前三，分别获 净买入11.43亿港元、10.3亿港元、9.86亿港元。净卖出方面，阿里巴巴-W、理想汽车-W、小米集团-W 分别遭净卖出19.85亿港元、8.13亿港元、1.17亿港元。 ...

Overall Market - The overall market for passenger vehicles in China includes ICE (Internal Combustion Engine), BEV (Battery Electric Vehicle), and PHEV (Plug-in Hybrid Electric Vehicle) [4] - In the first nine months of 2025, the total production and sales of vehicles reached approximately 17 million units, with a significant increase in the share of new energy vehicles (NEVs) [5][9] - The market share of NEVs in the overall market has been steadily increasing, reaching 52.1% by September 2025 [8][13] Submarket Analysis - The new energy vehicle market is segmented into cars, MPVs, and SUVs, with significant growth observed across all categories [4][27] - In the first nine months of 2025, NEV sales reached approximately 8.87 million units, showing a year-on-year growth of 24.4% [10][27] - The penetration rate of NEVs in the overall market is projected to continue rising, indicating a shift in consumer preference towards electric vehicles [10][13] Export Market - The export market for vehicles, including both complete vehicles and CKD (Completely Knocked Down) kits, has shown robust growth, with NEVs accounting for a growing share of exports [14][18] - In 2025, the export volume of NEVs is expected to reach approximately 3.99 million units, reflecting a significant increase compared to previous years [14][18] - The penetration rate of NEVs in the export market has also improved, reaching 40.7% in the first nine months of 2025 [20] Manufacturer Performance - BYD remains the leading manufacturer in the NEV segment, with wholesale sales of 3.22 million units in the first nine months of 2025, representing a market share of 30.8% [22][23] - Other notable manufacturers include Geely and Changan, with significant year-on-year growth in both wholesale and retail sales [22][23] - Tesla's performance has shown a decline in wholesale sales, indicating increased competition in the NEV market [22][23] Vehicle Type Segmentation - The retail sales of different vehicle types (sedans, MPVs, SUVs) indicate a strong preference for SUVs in the NEV category, with sales reaching 1.13 million units in the first nine months of 2025 [26][27] - The overall market for fuel vehicles has seen a decline, with a notable drop in sales across all categories, while NEVs continue to gain traction [26][27] - The growth in NEV sales is accompanied by a decline in traditional fuel vehicle sales, highlighting a significant market shift [26][27]