理想汽车-W(02015)跌超3%，截至发稿，跌3.48%，报98.45港元，成交额4.71亿港元。 消息面上，10月1日，理想汽车公布9月交付数据。理想汽车9月完成交付33951辆，同比下降36.8%，连 续4个月出现同比下降。汇丰研究发布报告称，理想汽车上月底发布新中大型五座纯电动SUV理想i6， 推出后表现强劲，预料可推动公司第四季销量大幅反弹。汇丰研究维持理想汽车的"买入"评级，但考虑 到EREV组合的销量及定价存在压力，将2025至2027年销量预测下调22%至31%，相应地将盈利预测下 调55%、42%及31%，港股目标价由142港元下调至118港元，美股目标价从36.5美元下调至30.3美元。 ...

Core Insights - Multiple new energy vehicle manufacturers reported their September delivery figures, with Leap Motor achieving a record monthly delivery of over 60,000 units for the first time [1][4] - Other brands such as Xiaopeng and NIO also set new monthly delivery records [1] Delivery Performance - Leap Motor delivered 66,657 units in September, marking a year-on-year increase of 97% and a month-on-month increase of 16.8% [2][4] - Hongmeng Zhixing delivered 52,916 units, with a year-on-year growth of 1% and a month-on-month growth of 18.7% [2][5] - Xiaopeng delivered 41,581 units, reflecting a year-on-year increase of 95% and a month-on-month increase of 10.3% [2][5] - NIO's deliveries reached 34,749 units, up 64% year-on-year and 11% month-on-month [2][9] - Li Auto delivered 33,951 units, showing a year-on-year decline of 36.8% but a month-on-month increase of 19% [2][12] Market Overview - The retail sales of narrow passenger vehicles in September are expected to reach 2.15 million units, with a month-on-month growth of 6.5% and a year-on-year growth of 2% [3] - The retail sales of new energy passenger vehicles are projected to exceed 1.25 million units, with a penetration rate anticipated to rise to 58.1%, setting a new historical high [3] Strategic Developments - Leap Motor plans to launch its new model, the Lafa5, in mainland China by Q4 2025, following its global debut at the Munich International Motor Show [5] - Xiaopeng announced a partnership with Magna in Austria for localized production, with plans to produce models like the G6 and G9 [8] - NIO's new brand, Ladao, has contributed to its delivery growth, with the Ladao L90 model achieving significant sales since its launch [12] Competitive Landscape - Leap Motor has maintained its position as the top seller among new energy vehicle manufacturers for seven consecutive months [4] - Xiaopeng's cumulative deliveries for the year reached 313,196 units, reflecting a year-on-year increase of 218% [5] - Li Auto's performance has declined, with a notable drop in year-on-year deliveries, while it aims to stabilize its sales in the high-end electric vehicle market [12]

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 0.17%, the Nasdaq up 0.39%, and the S&P 500 up 0.06% [1] - Large technology stocks showed mixed performance, with Meta and Broadcom rising over 1%, while Tesla fell over 5% [1] Sector Performance - Cryptocurrency and semiconductor equipment sectors saw significant gains, with Circle up over 16%, Coinbase up over 7%, and KLA Corporation up over 3% [1] - Conversely, the automotive manufacturing and oil & gas equipment sectors experienced notable declines, with Western Oil and Rivian down over 7%, General Motors down over 3%, and ConocoPhillips down over 2% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.06%, closing at 8852.95 points [1] - Among popular Chinese stocks, WeRide surged over 8%, while Pony.ai and Century Internet rose over 4%. Alibaba and NIO increased over 3%, and other companies like Canadian Solar, Baidu, and NetEase saw gains of over 2% [1] - Notably, Petco Holdings surged 54%, and MFH rose 16% [1]

Welcome to the Green Stock News Brief for Thursday, October 2nd. Here are today's top headlines. Tesla produced over 447,000 vehicles in Q3, delivered a record 497,000, and deployed a record 12.5% gatt hours of energy storage products.Deliveries included 481,000 of the Model 3 Y and 16,000 from other models. Rivian reported producing 10,000 vehicles and delivering 13,000 vehicles in Q3 with results aligning to expectations. The company also narrowed its fullear 2025 delivery guidance to between 41 and 43,00 ...

原作者：B站用户上车行 原视频链接： https://www.bilibili.com/video/BV1z8WPzQEU2/?spm_id_from=333.337.search- card.all.click&vd_source=d9ba11d74bdabd86bd80c5837a488c4f 理想小同桌的核心的优势，深度理解自然语言的交互，包括细腻的情感沟通的能力，比较贴心的家庭 场景的垂直类优化，不仅能在产品性能上去领先行业，更关键的也是，理想最擅长的，它在真正的用 户体验上来去创造非常好用的东西，非常细的点，非常棒的情感连接。 TOP2短评： 这个解读本身完备性、一针见血性不是特别强，但可以作为一个思考线索作为参考。 压缩版： MindGPT 4o的Audio语音大模型，是一款全双工低延迟的端到端大模型。此前一般的方式是先唤醒后 识别再理解，最后调用执行、TTS播出来。 理想的创新是将传统集联式链路串在一起（网络接入、业务逻辑、模型推理等），去实现音频全流式 推送。尽可能将流式音频及时送到各个服务模块，启动预计算，包括计算堆叠并行，显著降低延迟。 理想延迟最低150毫秒，一般其他家在300-600毫 ...

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended for informational purposes only and should not be considered as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock or derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect the views of Seeking Alpha as a whole [4].

【#9月多家新势力交付创新高#：零跑突破6万辆，小鹏、小米超4万辆】#零跑成第二家百万销量新势力 # 造车新势力交出了"金九"亮眼成绩单，均实现交付量的环比增长。10月1日，造车新势力陆续发布交 付数据，其中，零跑以6.67万辆稳坐头把交椅，小鹏、蔚来等也都达成了交付量新高。 值得一提的是，9月25日，零跑迎来了第100万辆整车下线，成为继理想之后第二家达成百万辆级销量的 新势力。（澎湃） | 品牌 | 8 月交付量(辆) | 9 月交付量(辆) | 同比 | 环比 | | --- | --- | --- | --- | --- | | 零跑 | 57066 | 66657 | 超 97% | 16.81% | | 鸿蒙智行 | 44579 | 52916 | 32.5% | 18.7% | | 小鹏 | 37709 | 41581 | 95% | 10% | | 小米 | 30000+ | 40000+ | 约两倍 | 约 33% | | 蔚来 | 31305 | 34749 | 64% | 11% | | 理想 | 28529 | 33951 | -36.8% | 19% | | 极氢 | 17626 | ...

Group 1 - The price of domestic gold jewelry has risen to a peak of 1130 yuan per gram as the London spot gold price exceeded 3880 USD per ounce [2] - The Hainan Low Altitude Flight Service Center has commenced operations, marking a new phase in the construction of the low altitude flight service guarantee system in Hainan [3] - The Western Land-Sea New Corridor has transported a total of 1.09 million TEUs in the first three quarters of this year, representing a year-on-year increase of 70.3% [3] Group 2 - Nearly half of adult men in South Korea are reported to be obese, with the obesity rate for men in their 40s reaching 61.7% according to a recent survey [4] - The U.S. government shutdown may hinder IPO processes, as companies requiring action from the SEC face operational challenges during and after the shutdown [5][9] - The "Shanghai Six" housing policy has led to an 8% month-on-month increase and a 24% year-on-year increase in housing transactions in September [6] Group 3 - Beijing Daxing International Airport has surpassed 40 million passengers by September 30, 2025, with a year-on-year growth of 7.9% [7] - Zhejiang Province airports are expected to handle 2.2 million passengers during the National Day and Mid-Autumn Festival holiday, reflecting a 3% year-on-year increase [8] - Li Auto delivered 33,951 new vehicles in September 2025, with a total of 93,211 vehicles delivered in the third quarter [11] Group 4 - The Chang'e 6 mission has made significant discoveries regarding the distribution characteristics of water on the lunar surface and subsurface, providing key scientific insights for future lunar exploration [12]

"蔚小理零"表现亮眼。其中零跑汽车单月交付 6.67 万辆，同比增长近一倍，首次突破 6 万辆关口，坐 实"黑马"地位；小鹏交付 4.16 万辆，同比增长 95%，创历史新高；蔚来交付 3.47 万辆，同比增长 64%，在蔚来、乐道、Firefly 三品牌并行下再创纪录；小米汽车交付突破 4 万辆，延续上市以来的势 能；理想汽车9月交付 33951 辆，今年Q3交付 93211 辆。 比亚迪的下滑是最大的不确定信号。9 月新能源销量 39.6 万辆，同比下降 5.5%。这是其多年高速增长 中罕见的回调，一方面源自去年同期的高基数，另一方面在于自主、新势力的分流效应。作为市场 的"风向标"，比亚迪的放缓意味着行业格局不再是单极驱动，而是逐渐演变为多极化竞争。 在自主集团中，长安和吉利的表现最为稳健。长安 9 月销量 26.6 万辆，同比增长 25%，其中新能源销 量达到 10.3 万辆，同比大增 87%，海外销量 6 万辆，同比增长 23%，展现出全方位的增长态势。吉利 则实现了 27.3 万辆的销量，同比增长 35%，银河品牌突破 12 万辆，同比激增 131%，成为自主品牌冲 击中高端新能源市场的重要样本。 ...

10月1日，中国主流新能源汽车上市公司发布2025年9月销量数据。其中，蔚小理（蔚来、小鹏汽车、理 想汽车）和零跑汽车月销量均呈现环比增长。比亚迪9月新能源汽车总销量突破39.6万辆；本年累计销 量突破326万辆，累计同比增长18.64%。小米汽车9月交付量超过4万辆。 长假首日，多地新能源汽车门店和地方车展迎来看车人流。工业和信息化部有关负责人日前表示，将优 化新能源汽车车辆购置税等优惠措施。业内专家对上海证券报记者表示，随着新能源电动化带来的汽车 保有周期缩短，在保有量不变的情况下，中国新能源汽车的需求量还将大幅增长。 小鹏汽车公布最新交付成绩显示，公司9月共交付新车41581辆，同比增长95%，环比增长10%，单月交 付量突破4万辆，创下历史新高。2025年前三季度，小鹏汽车累计交付新车313196辆，同比增长218%。 小鹏汽车董事长何小鹏日前表示，10—30年后，人们可以住在离城市中心100公里的地方，10分钟以内 到达，安全、快速、无人化。所以，低空飞行会为城市和城市之间或者城市周边的生活带来巨大的改 变。何小鹏介绍，2026年小鹏汽车会把全球第一台"汽车+飞机"组合折叠的飞行汽车真正量产并开始交 ...