近日，英国市场研究公司Rho Motion表示，受中国市场强劲需求和美国税收抵免热潮的推动，9月份全 球电动汽车的销量同比增长26%，达到创纪录的210万辆。Rho Motion数据经理Charles Lester表示，中国 仍然是全球最大的电动车销售市场，同时北美市场也创下销售纪录，因美国买家在电动车补贴激励措施 9月底到期前采取行动。 国内方面，10月13日，乘联会发布2025年9月国内乘用车产销情况。数据显示，9月全国乘用车市场零售 224.1万辆，同比增长6.3%。1-9月，国内乘用车累计零售1700.5万辆，同比增长9.2%。值得一提的是， 今年9月零售销量再创新高，较2017年9月219万的历史最高水平高5万辆。 对于9月乘用车销量增长，乘联会秘书长崔东树表示，这主要有两个方面的原因。首先，9月新产品扎堆 上市，带动市场快速增量。据不完全统计，今年9月共有70多款车集中上市，密集程度为历史之最，且 多款新车价格低于消费者预期，拉动汽车市场消费持续释放。第二，政策方面，新能源车车购税免税到 期，明年买车多5个点车购税，使消费者感到购车有了紧迫感，推动了车市消费热度持续上升。 汽车整车板块的强势表现源 ...

转自：证券时报 人民财讯10月16日电，周三（10月15日），美股三大指数收盘涨跌不一，截至收盘，道指跌0.04%，纳 指涨0.66%，标普500指数涨0.4%，热门科技股多数上涨，AMD涨超9%，英特尔涨超4%，谷歌、博通 涨超2%，特斯拉涨超1%。纳斯达克中国金龙指数收涨1.7%，热门中概股多数上涨，新东方涨超10%， 世纪互联涨超4%，哔哩哔哩涨超2%，阿里巴巴、小鹏汽车、百度、京东涨超1%，爱奇艺跌超3%。 ...

Core Viewpoint - The majority of popular Chinese concept stocks experienced gains on Wednesday, with the Nasdaq Golden Dragon China Index rising by 1.7% [1] Group 1: Stock Performance - New Oriental saw an increase of over 10% [1] - TAL Education Group rose by more than 4% [1] - Kingsoft Cloud and Tiger Brokers both increased by over 2% [1] - Xpeng Motors, Alibaba, JD.com, and NetEase all gained more than 1% [1]

Core Viewpoint - Xiaopeng Huitian's "land aircraft carrier" made its debut in the Middle East, receiving 600 orders and planning to enter the market by 2027 [2][8]. Group 1: Xiaopeng Huitian - Xiaopeng Huitian's "land aircraft carrier" showcased in the Middle East, securing 600 orders [2][8]. - The production base of Xiaopeng Huitian has been completed, with an annual capacity of 10,000 units, and plans to start mass production in 2026 [8]. - The "land aircraft carrier" has garnered a total of 7,000 orders globally, with a price of approximately 2 million [8]. Group 2: New Vehicle Launches - The new Toyota Corolla design has been revealed, resembling the design of Gaohe [9][13]. - Chery's Fengyun T11 has started pre-sales, with a price range of 199,900 to 264,900 yuan [14][16]. - The new Arcfox Alpha T5 has commenced pre-sales, with a price range of 123,800 to 162,800 yuan [26][30]. Group 3: Vehicle Specifications and Features - The Fengyun T11 features a 1.5T range extender with a maximum power of 345 kW and a 0-100 km/h acceleration time of 5.4 seconds [23]. - The Arcfox Alpha T5 offers both pure electric and range-extended versions, with a maximum power of 200 kW and a 0-100 km/h acceleration time of 6.5 seconds [32]. - The Wei brand Gaoshan 7 is positioned as a mid-to-large 7-seat MPV, featuring a comprehensive suite of smart driving systems and a hybrid powertrain [35][41][44].

中国资产全线反攻。 今晚，美股开盘后，中国资产集体走强，纳斯达克中国金龙指数大涨超2.6%，热门中概股普涨。今日亚洲交 易时段，A股、港股市场亦全线收涨，沪指重回3900点上方。据美国银行最新发布的调查报告，亚洲各地投资 者对于亚洲经济的乐观情绪正在不断增强，对于中国的投资信心正在不断上升。 美股整体市场也持续走强，纳指、标普500指数盘初均涨超1%，美股明星科技股普涨，芯片股领涨，费城半导 体指数一度大涨超3%。有分析指出，摩根士丹利、美国银行等大型企业最新公布强劲财报叠加美联储降息预 期，缓和了市场对于贸易紧张局势的担忧情绪。 中国资产大反攻 北京时间10月15日晚间，美股开盘后，中国资产集体走强，截至22:30，纳斯达克中国金龙指数大涨2.6%，两 倍做多中国互联网股票ETF、三倍做多富时中国ETF大涨超4%。 热门中概股亦全线大涨，新东方大涨超8%，文远知行涨超7%，世纪互联涨超4%，阿里巴巴、富途控股、大全 新能源、小牛电动、金山云、微博涨超3%，百度、腾讯音乐、小鹏汽车、哔哩哔哩等涨超2%。 15日亚洲交易时段，A股、港股市场全线反攻，截至收盘，沪指涨1.22%，重新站上3900点；创业板指大涨 ...

凤凰网科技讯 10月15日，小鹏汽车官方发布新一期全新小鹏P7答用户问。答问中提到，全新小鹏P7无 论车内车外均有机械开门冗余。 在车辆发生碰撞时，全新小鹏P7会自动解开中控锁，解中控锁后即使后续车辆发生全车断电，依然可 以在车外通过拉动车门把手进行机械解锁开门，在车内则可以通过拉动门板下方粘贴黄色醒目标识的车 内机械锁开启车门。 ...

每经编辑｜何小桃 谁能想到，当年在《爸爸去哪儿》里操着大喇叭喊"集合啦"的村长李锐，居然是科技公司的副总裁，在迪拜拿下12亿元订单！ 10月12日，湖南卫视主持人李锐发文：今天又是作为中国人骄傲的一天，全世界领先的飞行汽车，在迪拜飞起来了，并收获600台订单。 他还晒出了和多名迪拜王室成员的合影。 10月15日，话题"村长李锐在迪拜拿下超12亿订单"登上微博热搜。 根据报道，10月12日，小鹏汇天在迪拜进行公开载人飞行，并签订中东地区首批600台飞行汽车订购协议，创下飞行汽车领域最大的海外批量订单纪录。 中东地区成为公司的第一个国际市场，小鹏汇天预计最早在2027年实现当地的消费者销售，订单签约对象包括阿联酋Ali&Sons集团、卡塔尔Almana集 团、科威特AlSayer集团和阿联酋中华工商总会，推进飞行汽车在当地的法规认证、市场销售及多元化应用场景建设将是未来的合作方向。以约200万元的 产品销售单价计算，此次预订单金额规模将达到约12亿元。截至目前，小鹏汇天全球总订单累计达7000台。 据悉，小鹏汇天的"陆地航母"采用分体式设计，将飞行汽车分为可自动分离结合的陆行体与飞行体两部分，陆行体可将飞行体完全 ...

车企的辅助驾驶体系正加速转向AI。一个鲜明的表征是，头部新势力的车端辅助驾驶模型参数，已接 近许多AI大模型的参数量级。 36氪汽车了解到，小鹏汽车即将部署在车端的大模型，其参数量至少是70亿；另一家头部新势力理想汽 车，待明年它自研的辅助驾驶芯片上车后，其车端大模型参数也将来到70亿级。 这样的参数量已接近AI大模型的普遍参数量级。 小鹏、理想的AI布局 小鹏的车端大模型，是由内部正在开发的云端大模型——"小鹏世界基座大模型"蒸馏而来。之所以如 此，主要是为了应对车载辅助驾驶芯片算力、存储、内存带宽不足，从而无法直接在车端部署大模型的 问题。 2024年下半年，小鹏汽车开始向云端大模型迈进。目前，小鹏正在研发一个720亿参数打底的超大规模 自动驾驶大模型，即 "小鹏世界基座模型"，将在下个月的AI科技日上发布。 小鹏在今年4月的AI技术分享会上介绍，这个云端大模型，以LLM为骨干网络，使用海量多模态驾驶数 据训练，具备视觉理解、链式推理和动作生成能力。小鹏在云端完成对这一模型的训练后，会"取其精 华"，将蒸馏出的小模型部署到车端。 这种方法，参考的是DeepSeek已经使用过的知识蒸馏路线，其本质上是模型的 ...

Industry Information - Botai Car Union and SenseTime signed a cooperation framework agreement to promote AI applications in intelligent connected vehicles [8] - The first large-capacity sodium-ion energy storage power station in China has been put into operation, capable of reducing coal consumption by 9,000 tons and CO2 emissions by 13,500 tons annually [11] - The "Weihai-Dalian" new energy vehicle transportation route has been opened, enhancing logistics for electric vehicles in northern China [12] - In August, China's automotive parts exports reached $8.41 billion, with a year-on-year increase of 4.7% [13] - During the National Day and Mid-Autumn Festival holiday, the charging volume for new energy vehicles on highways exceeded 1.2 billion kWh, marking a historical high [14] - CATL has repurchased shares worth 4.386 billion yuan and its subsidiary completed a financing round of 2 billion yuan [17][18] - The global strategic cooperation between CATL and Maersk aims to optimize supply chain management [14] - Hunan Province plans to narrow the gap in new energy vehicle penetration rate with the national average to within 6% by the end of 2025 [20] - The second phase of CATL's Luoyang base has officially commenced production, with an expected annual output increase of 30 GWh [21] Policy Information - Wenzhou has suspended the implementation of the automobile replacement subsidy policy starting from October 10, 2025 [24] - The Ministry of Finance announced adjustments to the technical requirements for the exemption of vehicle purchase tax for new energy vehicles for 2026-2027 [26][27] - Shanghai has adjusted the rules for the 2025 automobile trade-in subsidy program, implementing a public lottery system for qualification [31] - The first international standard for "Intelligent Mobility Service Safety and Privacy" has been successfully established, led by China [36] - The Ministry of Commerce and the General Administration of Customs announced export controls on lithium batteries and artificial graphite anode materials, effective from November 8, 2025 [38] Company Information - Li Auto plans to launch 105 new charging stations by the 40th week of 2025, bringing the total to over 3,400 [47] - BYD's monthly sales in the UK have surpassed 10,000 units for the first time, with the Song Plus DM-i model ranking sixth in the top ten single model sales [45] - Tesla is planning to introduce a lower-priced version of the Model Y to adapt to changes in U.S. electric vehicle incentives [45] - Geely's Galaxy brand has become the fastest to reach annual sales of one million new energy vehicles [48] - NIO is set to launch the 2.0 version of its world model, enhancing its AI capabilities [49] - Xiaopeng Motors will announce significant breakthroughs in physical AI at its upcoming AI Technology Day [49]

14 Oct 2025 12:15:46 ET │ 13 pages Vi e w p o i n t | China Auto Manufacturers 11 Figures; 11 Trends (Sep-25 Summary) CITI'S TAKE Summary below on Sep-25 insurance retail sales trend. Figure 1: Who gained NEV market shares – Tesla, Chery, Great Wall, SAIC Motor, etc., gained NEV market shares MoM in Sep-25; Insurance retail data suggest Sep-25 China domestically produced NEV-PV sales were +17% MoM (+17% YoY), beating expectations (China Auto Manufacturers - CPCA Sep Update; NEV Retail Registers Slight Beat) ...