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9月新势力排位洗牌:零跑断层领跑 小鹏/小米首破4万改写格局
2025年9月,新势力车企延续"金九"旺势,多家品牌交付量创下历史新高。零跑汽车以66657辆的交付量稳坐榜首,鸿蒙智行、小鹏紧随其后,小米汽车则以 超4万辆的成绩首次跻身前四,头部阵营竞争愈发白热化。 9月的新势力销量榜中,零跑汽车以66657辆的交付量蝉联榜首,同比增长超97%,成为首个月销突破6万辆的新势力品牌。这一成绩的背后,是零跑对10万 元-20万元主流新能源市场的精准深耕,其坚持的"高性价比+智能配置标配"的策略,精准击中家庭用户的刚需。 鸿蒙智行延续强劲销量增长势能,9月全系共交付新车52916辆。同时,截至9月,鸿蒙智行全系累计交付突破95万辆,距离百万交付里程碑仅一步之遥。据 悉,9月全系获得大定11万辆,创单月历史新高,这反映出市场对鸿蒙智行产品组合的认可度持续走高,也为后续的销量增长提供了充足的保障。 小鹏汽车以41581辆的成绩位列第三,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。MONA M03持续贡献核心销量,9月交付超1万 辆,自上市以来累计交付已突破18万辆;全新小鹏P7第1万辆也在9月下线,是小鹏汽车所有车型中新产线最快达成40JPH(每小时产量40 ...
车企新能源目标完成率:传统车企向好 新势力仅小鹏、零跑达标
Sou Hu Cai Jing· 2025-10-11 06:13
Core Insights - In September, 10 out of 12 new energy vehicle (NEV) companies reported sales growth, indicating a positive trend for the first three quarters of the year [2] - However, only two new energy vehicle companies achieved over 75% of their annual sales targets, with nine companies falling below 50%, highlighting significant pressure to meet targets in the fourth quarter [2][5] - Traditional automakers showed a more optimistic performance, with three companies achieving over 70% of their sales targets, suggesting a better chance of meeting annual goals [2][8] New Energy Vehicle Companies - Among new energy vehicle companies, only Xiaopeng Motors and Leap Motor reached or exceeded a 75% target completion rate, with Xiaopeng selling 313,000 units (up 218%) and Leap Motor selling 396,000 units (up 129%) in the first nine months [4][6] - Xiaomi Motors also exceeded a 70% completion rate, selling 250,000 units (up 279%) [4] - Other companies, including Hongmeng Zhixing and Li Auto, faced challenges, with Hongmeng achieving only 34% of its target despite selling 344,000 units (up 10%) [6][10] - NIO sold 201,000 units (up 35%) but only reached 45% of its annual target [6][7] Traditional Automakers - BYD led traditional automakers with 3.219 million units sold (up 18%), achieving a 70% completion rate of its annual target of 4.6 million units [10] - Geely followed with 1.168 million units sold (up 114%) and a completion rate of 78% [10][11] - Changan and SAIC-GM-Wuling also exceeded 70% completion rates, with Changan selling 724,000 units (up 60%) [10][11] - Other traditional automakers like Chery and Great Wall Motors reported significant growth, with Chery selling 588,000 units (up 77%) [10][12]
黑色星期五!特朗普突发宣布加征100%关税!全线暴跌!美股欧股原油加密无一幸免...
雪球· 2025-10-11 05:23
Group 1 - The article highlights a significant market downturn on October 10, attributed to President Trump's announcement of a 100% tariff on Chinese imports, leading to a sharp decline in major U.S. indices such as the Nasdaq and S&P 500, which fell by 3.56% and 2.71% respectively, marking their largest single-day drop since April 10 [1][15] - The VIX index, a measure of market volatility, surged over 31%, indicating heightened investor fear and uncertainty in the market [1] - Major technology stocks experienced substantial losses, with the "Big Seven" tech index dropping 3.65%, and individual stocks like Amazon and Tesla falling over 5% [15] Group 2 - The article discusses the implications of Trump's tariff announcement, which is set to take effect on November 1, 2025, as a response to stricter export controls on rare earth minerals by other countries [18] - Current tariffs on some Chinese goods are nearing 145%, although these have been temporarily suspended until November 10 while broader trade negotiations are ongoing [19] - Additional tariffs on kitchen cabinets and wooden products are scheduled to take effect soon, indicating a continued trend of increasing trade barriers [20] Group 3 - The article mentions that Federal Reserve Governor Waller supports further interest rate cuts, citing a weak labor market and the need for cautious policy adjustments [23][24] - Waller emphasizes the importance of aligning labor market recovery with GDP growth, suggesting that either the labor market must improve or GDP growth must slow down, which will influence future policy decisions [25] - The upcoming release of the Consumer Price Index (CPI) on October 24 is noted as a critical event ahead of the Federal Open Market Committee (FOMC) meeting [28][29] Group 4 - The article reports on the initiation of federal employee layoffs by the Trump administration, with a significant reduction of 200,000 federal employees already this year and an expectation of an additional 100,000 by year-end [32] - The ongoing government shutdown is projected to last longer than initially expected, with market participants increasingly anticipating a prolonged period of inactivity [33]
特朗普称或将大幅提高对华关税,美股全线大跌
Nan Fang Du Shi Bao· 2025-10-11 04:59
当地时间10月10日,受特朗普强硬言论影响,美股三大指数收盘全线下跌。截至收盘,道琼斯工业平均 指数跌1.9%;标准普尔500指数跌2.71%;纳斯达克综合指数跌3.56%。 当地时间10月10日,美股三大指数均小幅高开,盘中,特朗普在社交媒体平台发布对华强硬言论后,美 股迅速转跌。据证券时报报道,特朗普在其社交媒体平台上表示,"作为美国总统,我将被迫采取财政 手段反制他们的行动。我们正在测算的政策选项之一,是对进入美国的产品大幅提高关税。同样处于严 肃考虑范围内的反制措施还有许多。" 截至当地时间10月10日收盘,道琼斯工业平均指数报45479.6点,跌幅为1.9%;标准普尔500种股票指数 下跌182.6点,报6552.51点,跌幅为2.71%;纳斯达克综合指数下跌820.2点,报22204.43点,跌幅为 3.56%。 具体来看,美股大型科技股全线下跌,特斯拉跌5.06%,亚马逊跌4.99%、英伟达跌4.89%,META、苹 果跌超3%,微软跌超2%,谷歌跌超1%。 中概股也受此影响出现大面积下跌,纳斯达克中国金龙指数跌6.10%。个股方面,蔚来跌10.05%,哔哩 哔哩跌逾9%,阿里巴巴、小鹏汽车、百 ...
特朗普威胁100%新关税?美股遭遇“黑色星期五”
Guan Cha Zhe Wang· 2025-10-11 02:04
特朗普在社交平台威胁,美国将自11月1日起对中国进口商品加征100%的新关税,美股三大指数应声全线跳水,科技股成为重灾区。 北京时间10月10日深夜,全球资本市场经历了一场惊心动魄的"黑色星期五"。 纳斯达克中国金龙指数收跌6.1%,本周累计下跌8.37%。热门中概股普遍大跌,蔚来、金山云跌超10%,哔哩哔哩跌超9%,百度、阿里巴巴、小鹏汽车跌超 8%,京东跌超6%,拼多多跌超5%。 美股暴跌全景,科技股遭遇滑铁卢 北京时间10月10日晚间,美股遭遇今年以来最严峻的挑战。三大指数集体重挫,道琼斯工业平均指数暴跌878.82点,收于45479.60点,跌幅达1.9%。 标普500指数下跌182.6点,收于6552.51点,跌幅为2.71%。纳斯达克综合指数重挫3.56%,创下自今年4月以来最大单日跌幅。 从周累计表现看,道指下跌2.73%,纳指下滑2.53%,标普500指数下跌2.43%,显示出市场担忧情绪正在持续发酵。 欧洲市场同样未能幸免,欧洲斯托克50指数跌1.75%,德国DAX30指数、法国CAC40指数、意大利富时MIB指数均跌超1%,形成全球性的恐慌性抛售。 科技板块是本轮暴跌的重灾区。美股大型科技 ...
突然变盘!美股全线跳水大跌,发生了什么?
天天基金网· 2025-10-11 01:25
牛市来了还没上车?上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限 量发放!先到先得! 特斯拉跌超 5% 纳斯达克指数大跌 3.56% ,报 22204.43 点;标普 500 指数收跌 2.71% ,报 6552.51 点,均创 4 月 10 日以来最大单日跌幅。 本周,标普 500 指数跌 2.43% ,创下自 6 月以来最大单周跌幅;纳斯达克指数跌 2.53% ,创 4 月以来最大单周跌幅。 道琼斯指数收跌 1.9% ,报 45479.6 点。本周跌 2.73% 。 大型科技股普跌, 万得美国科技七巨头指数跌 3.65% 。 个股方面,亚马逊、特斯拉跌逾 5% ,英伟达跌近 5% ,苹果、脸书跌超 3% ,微软跌超 2% ,谷歌跌近 2% 。 | | 序号 代码 | 名称 | 现价 | 涨跌幅 | 年初至今 | 息市值1 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | NVDA | 英伟达(NVIDIA) | 183.090 | -4.92% | 36.37% | 44480亿 | | 2 | MSFT | 微软(MIC ...
稳扎稳打 中国车企深耕新兴市场本地化
Core Insights - BYD officially entered the Argentine market on August 27, launching exclusive pre-sales for models including Yuan UP, Song PRO DM-i, and Seagull, marking a significant step in the company's global expansion strategy [1] - In the first eight months of the year, China's electric vehicle exports reached 2.2782 million units, a year-on-year increase of 52.6%, accounting for 46.2% of total vehicle exports, with an export value of $41.551 billion, up 29.7% [1] Group 1: Market Expansion - BYD's entry into Argentina signifies its commitment to supporting the country's automotive industry's transition to electric vehicles and represents a milestone for local green and smart upgrades [2] - The company plans to introduce a series of energy-efficient, cutting-edge, and zero-emission models in Argentina while also developing charging infrastructure and forming strategic partnerships with local stakeholders [2] - In Africa, BYD has entered 17 countries and regions, focusing on localized sales and brand promotion to participate in the continent's green transition [2] Group 2: Strategic Partnerships - XPeng Motors has established a strategic partnership with Ebrahim K. Kanoo in Bahrain, marking its entry into the Middle Eastern market and expanding its global footprint [2] - The collaboration will leverage Ebrahim K. Kanoo's extensive experience and sales network to introduce models like XPeng G6, G9, and X9, catering to the demand for high-quality smart electric vehicles in Bahrain [2] Group 3: Challenges in Export - Despite the growth in exports, challenges remain, including the EU's anti-subsidy investigation into Chinese electric vehicles and Mexico's proposed tariff reforms, which could impose rates as high as 50% on vehicles and parts [3] - The Secretary-General of the China Chamber of Commerce for Import and Export of Machinery and Electronic Products noted that while export trade remains mainstream, leading companies are accelerating local production overseas and enhancing their understanding of international operations and brand building [3]
突然变盘!全线大跳水
Zhong Guo Ji Jin Bao· 2025-10-11 00:08
Market Overview - The U.S. stock market experienced a significant decline, with the Nasdaq and S&P 500 indices recording their largest single-day drops since April 10, 2023 [1][2] - The Nasdaq index fell by 3.56% to 22,204.43 points, while the S&P 500 dropped by 2.71% to 6,552.51 points, marking a weekly decline of 2.43% for the S&P 500 and 2.53% for the Nasdaq [2] Technology Sector - Major technology stocks saw substantial losses, with the "Big Seven" tech index down by 3.65% [3] - Individual stocks such as Tesla, Amazon, and Nvidia each fell over 5%, while Facebook and Apple dropped more than 3% [3] Chinese Stocks - Chinese stocks also faced significant declines, with the Nasdaq Golden Dragon China Index down by 6.1% [4] - Alibaba's stock fell by 8.45%, and other companies like Bilibili and Baidu saw declines exceeding 8% [4] Commodity Prices - International oil prices dropped sharply, with U.S. crude futures down 4.24% to $58.90 per barrel, and Brent crude futures falling nearly 3.82% to $62.73 per barrel [5] - In contrast, spot gold prices increased by over 1%, reaching a high of $4,022.901 per ounce [5] Federal Employment and Economic Outlook - The Trump administration confirmed the initiation of large-scale federal employee layoffs, with 200,000 federal employees already reduced this year and an additional 100,000 expected by year-end [6] - The likelihood of the U.S. government shutdown extending beyond 30 days has increased, with predictions now at 37% [6] Federal Reserve Insights - Federal Reserve officials expressed a willingness to consider further interest rate cuts as a precaution against a weakening labor market, with inflation significantly above target levels [7] - The labor market is perceived to be in a negative growth phase, prompting discussions on the need for cautious policy adjustments [7]
美国股债汇三杀,英伟达一夜蒸发超1.6万亿,特斯拉跌超5%,全球资产大跌
美国股债汇三杀! 当地时间10月10日,美股三大指数集体大跌,道指跌1.9%,纳指跌3.56%,标普500指数跌2.71%。纳 指、标普500指数创4月以来最大单日跌幅,美债收益飙升,美元下跌。 全球资产巨震,黄金大涨、原油下跌,截至发稿,比特币跌破12万美元大关,加密货币集体下跌,全球 爆仓人数超16万。 富时A50期指连续夜盘收跌4.26%,报14340点。 美股三大指数全线大跌 中概指数跌超6% 全球资产震荡 油价下跌、黄金上涨 国际油价全线收跌,美油主力合约跌5.32%报58.24美元/桶,周跌4.34%;布油主力合约跌4.75%报62.12 美元/桶,周跌3.73%。 比特币一度跌破110000美元,截至10月11日7:53,比特币下跌6.81%,加密货币集体下跌,过去24小时 超16万人爆仓。 截至收盘,美国大型科技股普跌,博通跌近6%,特斯拉跌超5%,亚马逊跌超4%,苹果、Meta跌超 3%,微软、谷歌跌超2%。英伟达跌4.89%,其市值一夜蒸发2287亿美元(16318亿元)。 半导体、加密货币概念股跌幅居前,费城半导体指数大跌6.32%,Circle跌超11%,Arm跌超9%, AMD、高通 ...
特朗普突发!全球股市重挫!比特币暴跌近7% 超150万人爆仓!
Zheng Quan Shi Bao· 2025-10-10 23:54
Market Overview - US stock markets experienced a significant decline, with the Dow Jones falling by 1.9%, the Nasdaq dropping by 3.56%, and the S&P 500 decreasing by 2.71%, marking the largest single-day drop since April [1][2] - Major technology stocks also saw substantial losses, with Broadcom down nearly 6%, Tesla over 5%, and Amazon close to 5% [3] Trade Tensions - President Trump threatened to significantly increase tariffs in response to stricter export controls on rare earth minerals by other countries, raising concerns about worsening international trade relations [7] - The potential tariff increases are part of a broader strategy to counteract actions taken by other nations, as stated by Trump on his social media platform [7] Government Shutdown and Layoffs - The US federal government has entered its tenth day of shutdown, leading to the initiation of employee layoff procedures as confirmed by the White House [8][9] - The layoffs are part of a plan to reduce the size of the federal government, with the Department of Education also included in the latest round of cuts [10] Commodity Prices - International gold prices rose, with COMEX gold futures increasing by 1.58% to $4035.5 per ounce, marking a weekly gain of 3.15% [11] - Conversely, international oil prices fell sharply, with WTI crude oil futures down 4.24% to $58.90 per barrel, and Brent crude oil futures down 3.82% to $62.73 per barrel, reflecting a weekly decline of 3.25% and 2.8% respectively [12]