Market Overview - The Hong Kong stock market faced pressure in the morning session, with the Hang Seng Index down 0.61%, falling below the 27,000-point mark, and the Hang Seng Tech Index declining by 1.2% [1] Automotive Sector - The automotive stocks experienced a collective downturn, with Li Auto (02015.HK) dropping by 2.86%, while Xpeng Motors (09868.HK), Geely Automobile (00175.HK), and NIO (09866.HK) all fell by over 1% [1] Gold Mining Sector - In contrast, gold mining stocks rose due to record increases in international gold prices, with China Silver Group surging by 18.5%, Zijin Gold International (02259.HK) increasing by 5.5%, and Zijin Mining (02899.HK) up by 2.8% [1] Semiconductor Sector - Hua Hong Semiconductor (01347.HK) saw a 5% increase, reaching a new historical high, following a target price upgrade from Goldman Sachs for both SMIC and Hua Hong Semiconductor, citing opportunities in the semiconductor sector driven by China's expanding AI ecosystem [1] - SMIC (00981.HK) experienced a decline of 1.2% [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 吉利汽車控股有限公司 呈交日期： 2025年10月6日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | | 股份類別 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00175 | | 說明 | | | | | | 多櫃檯證券代號 | 80175 | RMB | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | ...

中国基金报记者 张舟 10月6日，港股三大指数开盘走弱，恒生指数开跌0.5%，恒生科技指数开跌1.1%。 截至发稿，恒生指数跌0.24%，恒生科技指数跌1%。 港股汽车股开盘走弱，小鹏汽车一度跌4%，理想汽车跌近3%，蔚来汽车跌超1%。 | 序号 名称 | | 现价 | 涨跌幅 ▲ | 年初至今 | | --- | --- | --- | --- | --- | | 1 | 理想汽车-W | 96.750 | -2.86% | 2.98% | | 2 | 庆铃汽车股份 | 0.830 | -2.35% | 59.62% | | 3 | 小鹏汽车-W | 90.200 | -2.33% | 93.35% | | ব | 吉利汽车 | 18.960 | -2.12% | 30.39% | | 5 | 零跑汽车 | 66.800 | -1.55% | 105.22% | | 6 | 广汽集团 | 3.330 | -1.19% | -1.57% | | 7 | 蔚来-SW | 59.300 | -1.00% | 70.40% | | 8 | 长城汽车 | 16.830 | -1.00% | 28.01% | | ರಿ ...

【导读】港股三大指数低开，科指跌超1%，黄金股普涨！ 10月6日，港股三大指数开盘走弱，恒生指数开跌0.5%，恒生科技指数开跌1.1%。 截至发稿，恒生指数跌0.24%，恒生科技指数跌1%。 | 恒生指数 | 恒生国企 | 恒生科技 | | --- | --- | --- | | 27077.10 | 9615.32 | 6556.51 | | -63.82 -0.24% | -43.02 -0.45% | -66.34 -1.00% | | 恒指期货 | 港股通50 | 恒生生物科技 | | 27117 | 4053.17 | 17844.56 | | -64 -0.24% | -7.52 -0.19% | -160.94 -0.89% | 板块上来看，有色金属板块领涨，钴金属、涉矿、贵金属等概念个股涨幅居前；电气设备、日常消费零售、半导体等板块震荡调整。 今日现货黄金开盘快速走高，向上触及3920美元/盎司，日内涨0.87%，续创历史新高。 华侨银行环球经济与市场研究主管Heng Koon How表示，随着全球零售投资需求持续升温，黄金的涨势毫无放缓迹象。由去美元化担忧推动的强劲避险资 金流入，正支撑着黄 ...

Key Points - On September 26, 2023, the top three stocks with net inflows from southbound funds were Alibaba-W (09988) with 34.60 billion, Yingfu Fund (02800) with 14.02 billion, and Tencent Holdings (00700) with 11.06 billion [1][2] - The top three stocks with net outflows were China Mobile (00941) with -6.35 billion, China Telecom (00728) with -3.59 billion, and China Construction Bank (00939) with -3.38 billion [1][2] - In terms of net inflow ratio, GX Hang Seng Technology (02837) led with 462.02%, followed by Green Power Environmental (01330) with 156.44%, and Anjuke Food (02648) with 127.61% [1][2] - The top three stocks with the highest net outflow ratios were Tianjin Chuangye Environmental Protection (01065) at -123.57%, China Telecom (00728) at -113.73%, and China Pacific Insurance (02328) at -110.28% [1][2] Net Inflow Rankings - The top ten stocks by net inflow included: - Alibaba-W (09988): 34.60 billion, 13.44% [2] - Yingfu Fund (02800): 14.02 billion, 9.22% [2] - Tencent Holdings (00700): 11.06 billion, 8.77% [2] - Xiaomi Group-W (01810): 11.00 billion, 4.71% [2] - Huahong Semiconductor (01347): 8.23 billion, 15.41% [2] - The top ten stocks by net outflow included: - China Mobile (00941): -6.35 billion, -61.43% [2] - China Telecom (00728): -3.59 billion, -113.73% [2] - China Construction Bank (00939): -3.38 billion, -18.39% [2] - China Pacific Insurance (02328): -2.86 billion, -110.28% [2] - China Petroleum & Chemical Corporation (00386): -2.16 billion, -51.00% [2] Net Inflow Ratio Rankings - The top three stocks by net inflow ratio were: - GX Hang Seng Technology (02837): 462.02%, 16.14 million [3] - Green Power Environmental (01330): 156.44%, 3.21 million [3] - Anjuke Food (02648): 127.61%, 1.14 million [3] - The top three stocks by net outflow ratio were: - Tianjin Chuangye Environmental Protection (01065): -123.57%, -2.42 million [3] - China Telecom (00728): -113.73%, -3.59 billion [3] - China Pacific Insurance (02328): -110.28%, -2.86 billion [3]

Core Viewpoint - The article highlights the recent developments in the electric vehicle (EV) market, including new model launches, company dynamics, and sales performance of various manufacturers, indicating a competitive landscape and the ongoing transition towards electrification in the automotive industry [2][3][95]. New Car Launches - Volvo XC70 launched with a limited price range of 269,900 to 349,900 CNY, featuring a hybrid system and competitive specifications [2][9]. - Buick's new model, the L7, priced between 173,900 and 219,900 CNY, aims to capture the high-end market with advanced features [10][18]. - The Hummer M817 Max+ was introduced at a price of 369,900 CNY, maintaining a robust design and advanced technology [21][31]. - Zeekr 9X launched with a price range of 455,900 to 589,900 CNY, showcasing high performance and luxury features [4][46]. - The new Tesla Model 3 is priced between 235,500 and 339,500 CNY, with minor updates compared to previous models [52][59]. - Changan's A06 pure electric version is available for pre-sale at 119,900 to 159,900 CNY, featuring a new design language [60][68]. - The Tengshi N8L is set for pre-sale at 319,800 to 349,800 CNY, offering a blend of luxury and performance [70][78]. - Geely's Galaxy Star 6 is available for pre-sale at 85,800 to 118,800 CNY, targeting the compact hybrid market [80][86]. - Smart's new model, the 5 EHD, is available for pre-sale starting at 189,900 CNY, emphasizing affordability and technology [87][94]. Company Dynamics - Beijing Hyundai announced an 8 billion CNY investment to enhance local R&D and accelerate its transition to electric vehicles [95][97]. - A recall of 98,408 units of the CLEVER model was initiated by SAIC due to braking issues related to energy recovery [98][100]. - Lantu has applied for a listing on the Hong Kong Stock Exchange, indicating growth and expansion plans [101][103]. - Hesai Technology became the first company to produce over one million laser radars annually, showcasing its manufacturing capabilities [106][109]. - Jaguar Land Rover resumed production after a month-long halt, securing a 3.5 billion GBP loan to recover from cyberattack-related losses [110][111]. International News - German Chancellor Friedrich Merz called for the EU to reconsider the ban on fuel vehicles, suggesting a more gradual approach to carbon neutrality [114][118]. Sales Performance - BYD reported September sales of 393,060 passenger vehicles, maintaining a strong market presence [119][124]. - Geely's total sales reached 273,125 units in September, with 165,201 units being electric, marking a significant year-on-year increase [125][130]. - Changan's electric vehicle sales exceeded 103,000 units in September, reflecting a growing demand for its offerings [135][141]. - SAIC-GM-Wuling achieved 100,593 units in electric vehicle sales, marking a milestone for the brand [142][146]. - Chery sold 91,590 electric vehicles in September, contributing to its record-breaking sales year [147][152]. - Li Auto delivered 33,951 units in September, indicating a strong recovery and growth trajectory [188]. - NIO delivered 34,749 units, achieving a historical high and reflecting strong demand for its models [177][183].

1-8月，乘用车国内销量1474.7万辆，同比增长13.6%。其中，传统燃料乘用车国内销量714万辆，比上 年同期增加7.5万辆，占48%。虽然新能源已经超越燃油车的市场份额，但优势仍然是微弱的，燃油车 依然同比增长了1.1%。 对比去年，燃油车市场还凸显了其韧性。中汽协数据显示，2024年传统燃料汽车国内销量为1398.9万 辆，同比下滑17.3%。而今年1—8月，传统燃料汽车国内销量874.7万辆，同比微降0.3%。 记者丨何煦阳 张明艳 编辑丨吴晓宇 9月25日，捷途X70L全国上市发布会在贵阳举行，新车共推出5款配置车型，超级置换抢购价9.99万元 起。发布会上，奇瑞汽车股份有限公司总裁助理、捷途国内营销中心总经理张纯伟表示，面对电动化浪 潮的冲击，捷途以坚定的"旅行+"战略定力，持续为燃油车市场注入新的活力。 张纯伟直言："燃油车依然是中国市场的主流选择，我们不能只停留在旧时代的叙事，更需要一次越级 的迭代。燃油车用户不该有妥协，也应该被更好地满足。" 为什么在电智化浪潮面前，作为燃油车的捷途X70L仍不妥协？ 中国汽车工业协会最新数据显示，8月国内传统燃油乘用车销量达到90.2万辆，居然比上年同期 ...

Group 1 - The passing of Zeng Yu, Vice President of Yuejiang Technology, at the age of 49 due to a sudden illness, highlights the impact of leadership changes in tech companies [2] - The total box office for the 2025 National Day film season has exceeded 1.1 billion, setting a new record [3] - The sales of Dongfeng Motor in September reached 231,000 vehicles, a year-on-year increase of 6.2%, with new energy vehicle sales growing by 20.4% [8] Group 2 - OpenAI CEO Sam Altman is actively seeking partnerships for funding and computing power to support the company's extensive infrastructure plans [14] - The number of artificial intelligence companies in China has surpassed 5,300, with the industry scale exceeding 900 billion yuan, reflecting a 24% year-on-year growth [22] - The UK saw a record high in electric vehicle sales in September, with 72,000 units sold, marking a growth of over 30% year-on-year [22]

汽车整车类上市公司主要是在美国股票市场和香港股票市场，以及国内A股市场三大市场进行研究。欧洲市场由于相对比较分散，暂时不做研究。世界整 车企业市值中，美股市场的规模最大，2025年9月份达到14.8万亿元的规模，而港股市场也达到了3万亿元的规模，国内A股市场达到8400亿元的规模，在 这里我们把A股港股中有些多地上市的公司市值会按第一上市地做侧重，A股相对来说比较简单一点。 从A股和港股、美股的汽车整车企业股市值走势来看，今年港股的市值走势表现相对较强，相对于美股的市值走势，港股市值走势的上市趋势是比较明显 的，从2024年1月份的港股的整车企业市值合计1万亿元规模，到2025年的9月份达到2.97万亿元，也就是从1万亿元到3万亿元的规模，港股的汽车股的规 模实现了市值大幅增长的特征，其中有新股上市的因素，也有股票市值的增值因素。 而国内A股市场总体来看，从2023年1月份的5800亿元到2025年9月份的8400亿元，总体增长相对比较平缓。而美股市场从87000亿元上升到148000亿元， 增长幅度也相对较大。 2、9月主力股票市值变化 | 整车市值 | 2021 | 2022 | 2023 | 2024 ...

来源：新浪港股 吉利汽车（00175）发布公告，于2025年10月3日因认股权获行使而发行3.34万股。 ...