Industry Insights - The hotel industry is experiencing a recovery in demand, with a narrowing decline in RevPAR year-on-year for September. Mid-range and high-end hotels are outperforming economy hotels, and business demand is showing a clear upward trend. The upcoming holiday period is expected to see an increase in both volume and pricing, with RevPAR projected to achieve mid-single-digit growth year-on-year [2] - In the real estate sector, the top 100 companies have a total land acquisition amount of 727.8 billion, representing a year-on-year increase of 36.7%. The growth rate has expanded by 8.7 percentage points compared to the previous months. In September, some real estate companies acquired large-scale land through purchases, with state-owned enterprises dominating the land acquisition [2] - Several packaging paper companies have announced a new round of price increases, with some companies issuing price increase notices for corrugated paper and other types of packaging paper ten times since August, with each increase ranging from 300 to 500 yuan per ton. The demand surge during the holiday season, combined with rising raw material prices, is driving up the cost of paper [2] Company Developments - BYD reported September sales of 396,300 new energy vehicles, a decrease from 419,400 units in the same month last year [3] - Xpeng Motors delivered 41,581 new vehicles in September, marking a year-on-year increase of 95% and a month-on-month increase of 10%, achieving a record monthly delivery of over 40,000 units [3] - Leap Motor achieved a new delivery record of 66,657 units, with a year-on-year growth of over 97%, marking the first time monthly sales exceeded 60,000 units [3] - Li Auto delivered 33,951 new vehicles, while Lantu delivered 15,224 units. NIO delivered 34,749 new vehicles, reflecting a year-on-year increase of 64% [3] - Xiaomi's vehicle deliveries exceeded 40,000 units, and Zeekr delivered 51,159 vehicles, representing a year-on-year growth of 8.5% [3] Regulatory Updates - The Hong Kong Monetary Authority has received applications for stablecoin licenses from 36 institutions, including banks, tech companies, and payment agencies. The authority aims to review these applications and announce the first batch of stablecoin issuers by early next year, with a high threshold for license issuance [4]
多家新能源车企公布9月交付数据；美政府时隔近七年再度“停摆”｜南财早新闻
2 1 Shi Ji Jing Ji Bao Dao·2025-10-01 23:21