2 1 Shi Ji Jing Ji Bao Dao·2025-11-11 03:49Market Overview - The new energy vehicle (NEV) index rose by 0.73% from November 3 to November 7, underperforming the CSI 300 index by 0.09% [1] - The best-performing sector within the automotive industry was the complete vehicle index, which also increased by 0.73% [1] - The charging pile index, part of the NEV battery sector, saw the highest weekly gain at 3.59% [1] Company Performance - BYD's closing price was 97.2 CNY, with a sales volume of 441,706 units in October, reflecting an 11.47% increase month-on-month but a 12.13% decrease year-on-year [4][36] - Other notable companies included: - GAC Group at 8.0 CNY - Great Wall Motors at 22.78 CNY - Changan Automobile at 12.26 CNY - Seres at 138.57 CNY [4] Industry Data - In October, the wholesale sales volume of NEVs reached 1,621,000 units, marking an 18.6% year-on-year increase and an 8.5% month-on-month increase [36] - The penetration rate for wholesale NEVs was 55.3%, while the retail penetration rate was 57.2% [36] - Leap Motor reported a delivery volume of 70,289 units, up 5.45% month-on-month and up 84.11% year-on-year [36] - Seres achieved a sales volume of 51,456 units, reflecting a 15.17% month-on-month increase and a 42.89% year-on-year increase [36] Material Prices - As of November 7, the average price of battery-grade lithium hydroxide was 79,900 CNY/ton, remaining stable since October 31 [13] - Battery-grade cobalt sulfate was priced at 89,500 CNY/ton, also unchanged [15] - Battery-grade nickel sulfate decreased by 1,000 CNY/ton to 27,800 CNY/ton [17] - Lithium iron phosphate was priced at 34,750 CNY/ton, down 1,000 CNY/ton [19] - The price of lithium hexafluorophosphate increased by 14,000 CNY/ton to 121,500 CNY/ton [31]