Group 1 - Chongqing has become a hub for well-known smart connected vehicle brands, with 1 in every 10 new energy vehicles in China being produced in Chongqing [1] - The city is promoting "data elements ×" industrial innovation to support high-quality development across various sectors, including healthcare and automotive [1] - Chongqing is leveraging data integration from government, industry, society, and enterprises to create a trusted data space for the automotive sector, facilitating the development of smart driving and AI-integrated vehicles [1] Group 2 - Chongqing is enhancing "data elements ×" in public services, aiming to improve the quality of life for residents by integrating data from health, education, and employment sectors [2] - The city has developed a comprehensive online government service platform, "Yukuaiban," which manages over 2,900 lifecycle service items and offers more than 1,800 convenient services [2] - The online enrollment process for education has been streamlined, reducing the time and effort required for parents to enroll their children in school [2]

有趣的是，就在赛力斯获证监会备案的同一天，市值约2000亿港元的老牌车企奇瑞汽车正式登陆港交 所，以91.45亿港元IPO募资额摘得"年内最大车企IPO"桂冠。而今，这项"纪录"有望短时间内刷新。 又有A股企业向港交所发起了IPO冲击。 9月25日，赛力斯集团（下文亦称"赛力斯"）发布公告称，公司发行境外上市外资股（H股）并在香港 联合交易所上市的申请已获中国证监会备案。根据备案通知书，赛力斯拟发行不超过3.31亿股境外上市 普通股。 这一消息迅速引发市场积极反应。9月26日，赛力斯股价一度涨停，创下股价历史新高163.52元/股。截 至当天收盘，赛力斯股价报157.22元/股，总市值约2600亿元。 赛力斯推进港交所上市的目的明确，如其此前所说，"为深入推进全球化战略布局，打造国际化资本运 作平台，提高综合竞争力。"根据公告，赛力斯本次香港IPO募资金额将主要用于研发投入、多元化新 营销渠道投入、海外销售及充电网络服务，以提升公司的全球品牌知名度，以及用作营运资金及一般公 司用途。 值得一提的是，赛力斯此次赴港IPO，也顺应了2025年多家龙头企业赴港上市的趋势。选择这个时间点 赴港上市，一方面得益于公司业 ...

来自"山城"重庆。 又有A股企业向港交所发起了IPO冲击。 9月25日，赛力斯集团（下文亦称"赛力斯"）发布公告称，公司发行境外上市外资股（H股）并在香港联合交易所上市的申请已获中国证监会备案。根据 备案通知书，赛力斯拟发行不超过3.31亿股境外上市普通股。 这一消息迅速引发市场积极反应。9月26日，赛力斯股价一度涨停，创下股价历史新高163.52元/股。截至当天收盘，赛力斯股价报157.22元/股，总市值约 2600亿元。 赛力斯推进港交所上市的目的明确，如其此前所说，"为深入推进全球化战略布局，打造国际化资本运作平台，提高综合竞争力。"根据公告，赛力斯本次 香港IPO募资金额将主要用于研发投入、多元化新营销渠道投入、海外销售及充电网络服务，以提升公司的全球品牌知名度，以及用作营运资金及一般公 司用途。 值得一提的是，赛力斯此次赴港IPO，也顺应了2025年多家龙头企业赴港上市的趋势。选择这个时间点赴港上市，一方面得益于公司业绩改善的基本面支 撑，另一方面也抓住了新能源汽车板块受资本市场青睐的窗口期。 有趣的是，就在赛力斯获证监会备案的同一天，市值约2000亿港元的老牌车企奇瑞汽车正式登陆港交所，以91.4 ...

9月24日，国家主席习近平在联合国气候变化峰会上发表视频致辞，宣布中国新一轮国家自主贡献。其 中明确提到，到2035年，新能源汽车成为新销售车辆的主流，全国碳排放权交易市场覆盖主要高排放行 业，气候适应型社会基本建成。 "新能源汽车成为新销售车辆的主流"是我国加快经济社会发展全面绿色转型，形成节约资源和保护环境 的空间格局、产业结构、生产方式、生活方式，全面推进美丽中国建设，加快推进人与自然和谐共生的 现代化的重要内容，也是汽车产业砥砺前行的重要目标。 是愿景，是要求，也是目标 《华夏时报》记者翻阅资料发现，"新能源汽车成为新销售车辆的主流"这一完整说法曾出现在中共中 央、国务院于2024年发布的《关于加快经济社会发展全面绿色转型的意见》中，其中在推进交通运输绿 色转型中明确提到，要大力推广新能源汽车，推动城市公共服务车辆电动化替代。到2035年，新能源汽 车成为新销售车辆的主流。 此外，国务院办公厅于2020年印发的《新能源汽车产业发展规划（2021—2035年）》在发展愿景部分曾 明确表示，到2035年，我国新能源汽车核心技术达到国际先进水平，质量品牌具备较强国际竞争 力，"纯电动汽车成为新销售车辆的主流 ...

南方财经记者谭海燕吴蓉程浩实习生徐瑞婉广州、佛山、惠州报道 广州花都，采埃孚广州技术中心的实验室里，几名工程师正埋头调试智能底盘系统；惠州大亚湾，埃克森美孚的高端化工新材料从一套全球领先的裂解装 置中不断产出；湛江东海岛，槽罐车排着队，将巴斯夫（广东）一体化基地的化工原料运往附近的下游企业。 这些繁忙的跨国公司，是广东"经济大省挑大梁"的重要力量。 9月24日，超强台风桦加沙携年度"风王"之势袭向广东，但短暂的"五停"并未让广东经济发展热度受到丝毫影响。 9月25日，广东省商务厅公布最新数据显示，今年1-8月广东新设外资企业2.1万个、同比增长34%，实际使用外资金额（FDI）708.7亿元、同比增长9.4%。 横向对比，广东上述2项关键外资指标增速都显著高于全国平均水平（14.8%、-12.7%），并在东部主要经济大省中处于领跑位置；纵向对比，今年以来广 东FDI增速呈明显稳中有进态势，与2022-2024年的负增长形成鲜明反差。今年下半年以来，广东FDI增速还进一步加快。面对全球经济不确定性，越来越 多跨国公司将广东视为投资首选地。 这种选择背后，蕴藏着投资广东的逻辑之变。改革开放之后，依托毗邻港澳、成本 ...

在青岛市提出的"10+1"创新型产业体系中,智能网联新能源汽车成为突破发展的5个新兴产业之一。作为 山东半岛蓝色经济区核心区龙头城市,青岛正在全市范围内布局一场汽车产业的全面突围战。 全域布局: 多点开花构建产业新格局 青岛汽车产业已形成多点布局、各具特色的发展格局。即墨区作为青岛汽车产业聚集度最高的区域,坐 拥一汽大众华东基地、一汽解放（000800）商用车基地、一汽解放新能源轻卡和奇瑞青岛基地四大整车 生产基地,成为全市汽车产业的"领头羊"。2024年,即墨汽车产业成绩斐然:整车产量突破45万辆,新能源汽 车占比超过20%。 西海岸新区依托上汽通用五菱青岛分公司等重点企业,形成了乘用车制造产业集群；莱西市围绕北京汽 车制造厂(青岛)有限公司等重点企业,打造专用车和新能源汽车生产基地；城阳区则凭借青特集团等龙头 零部件企业,在汽车车桥、零部件等领域形成特色优势。 青岛市工业和信息化局数据显示,目前青岛市拥有已获得资质的整车生产企业8家,建成整车产能超115万 辆,改装车生产企业30余家,汽车产业规上企业超300家。全市现已形成以主要整车企业为龙头,以零部件 企业为配套的完善产业链。 即墨集群: 四大龙头驱动 ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - The fundamentals of lithium carbonate may feature stable supply and positive demand expectations. The raw material end shows strong price - holding sentiment from overseas mines and traders, with increased purchasing sentiment from domestic producers. The supply is steadily increasing slightly, while the demand is approaching the end of pre - holiday stocking, leading to more cautious buying attitudes and reduced trading activity in the spot market. The option market sentiment is bullish, and the implied volatility slightly increases. Technically, the 60 - minute MACD shows double lines above the 0 - axis with expanding green columns. The operation suggestion is to conduct light - position oscillating trading and control risks [2]. 3. Summary by Related Catalogs 3.1 Futures Market - The closing price of the main contract is 72,880 yuan/ton, down 780 yuan; the net position of the top 20 is - 158,881 hands, up 2,939 hands; the position volume of the main contract is 260,654 hands, up 4,747 hands; the spread between near - and far - month contracts is - 180 yuan/ton, down 20 yuan; the warehouse receipts of GZEE are 39,749 hands, up 300 hands [2]. 3.2 Spot Market - The average price of battery - grade lithium carbonate is 73,850 yuan/ton, unchanged; the average price of industrial - grade lithium carbonate is 71,600 yuan/ton, unchanged; the basis of the Li₂CO₃ main contract is 970 yuan/ton, up 780 yuan [2]. 3.3 Upstream Situation - The average price of spodumene concentrate (6% CIF China) is 0 dollars/ton, down 876 dollars; the average price of amblygonite is 7,210 yuan/ton, down 55 yuan; the price of lepidolite (2 - 2.5%) is 2,645 yuan/ton, unchanged [2]. 3.4 Industry Situation - The monthly output of lithium carbonate is 45,880 tons, up 1,280 tons; the monthly import volume is 21,846.92 tons, up 8,001.60 tons; the monthly export volume is 368.91 tons, up 2.56 tons; the monthly operating rate of lithium carbonate enterprises is 46%, down 2 percentage points; the monthly output of power batteries is 139,600 MWh, up 5,800 MWh; the price of lithium manganate is 32,000 yuan/ton, unchanged; the price of lithium hexafluorophosphate is 5.80 ten - thousand yuan/ton, up 0.05 ten - thousand yuan; the price of lithium cobalt oxide is 230,000 yuan/ton, unchanged; the price of ternary material (811 type): China is 146,000 yuan/ton, up 1,000 yuan; the price of ternary material (622 power type): China is 120,500 yuan/ton, up 1,000 yuan [2]. 3.5 Downstream and Application Situation - The price of ternary material (523 single - crystal type): China is 128,500 yuan/ton, up 1,500 yuan; the monthly operating rate of ternary cathode materials is 55%, up 3 percentage points; the price of lithium iron phosphate is 3.43 ten - thousand yuan/ton, unchanged; the monthly operating rate of lithium iron phosphate cathodes is 57%, up 6 percentage points; the current - month output of new energy vehicles (CPCA) is 1,391,000 vehicles, up 148,000 vehicles; the current - month sales volume of new energy vehicles (CPCA) is 1,395,000 vehicles, up 133,000 vehicles; the cumulative sales penetration rate of new energy vehicles (CPCA) is 45.53%, up 0.54 percentage points; the cumulative sales volume and year - on - year increase of new energy vehicles is 9,620,000 vehicles, up 2,583,000 vehicles; the current - month export volume of new energy vehicles is 224,000 vehicles, down 10,000 vehicles; the cumulative export volume and year - on - year increase of new energy vehicles is 1.532 million vehicles, up 714,000 vehicles; the 20 - day average volatility of the underlying is 26.58%, up 0.11 percentage points; the 40 - day average volatility of the underlying is 41.93%, up 0.09 percentage points [2]. 3.6 Option Situation - The total subscription position is 212,688 contracts, up 798 contracts; the total put position is 105,367 contracts, up 668 contracts; the total position put - call ratio is 49.54%, up 0.1287 percentage points; the at - the - money IV implied volatility is 0.41%, up 0.0117 percentage points [2]. 3.7 Industry News - In August 2025, China's new energy vehicle exports reached 315,000 vehicles, a growth of 83%. From January to August 2025, the export volume was 2.02 million vehicles, a year - on - year increase of 51%, higher than the 24% growth rate in the same period of 2024. The export growth is mainly driven by plug - in hybrid and hybrid vehicles, especially the strong export performance of plug - in hybrid pickups. The exports are mainly to the Middle East and developed markets, especially Western Europe and Asia. The Ministry of Industry and Information Technology will compile a new - era development plan for intelligent and connected new energy vehicles, and promote pilot projects for access and road - going of intelligent and connected vehicles and "vehicle - road - cloud integration" applications. The "Implementation Opinions on 'Artificial Intelligence + Transportation'" will be issued. Haimuxing (688559.SH) has achieved the "oxide + lithium - metal anode" technology route and completed the commercial cycle of lithium - metal solid - state batteries for low - altitude aircraft, with the equipment being delivered in batches [2].

【博时市场点评9月24日】两市震荡上涨，创业板涨2.28% 每日观点 今日沪深三大指数上涨，创业板涨超2.2%，电力设备、电子行业涨幅领先，两市成交缩量至2.3万亿。 昨日两融余额小幅缩量，节前资金情绪或趋于谨慎。近年来国内政策在逆周期和跨周期调节之间平衡， 经济更加注重实现质的有效提升和量的合理增长。近期经济增长动能有所减弱，但全年经济增长目标完 成难度不大，政策或仍以托底为主，在落实前期政策等待效果的同时，针对需求不足的核心问题精准施 策，一方面美联储降息后我国货币政策空间打开，另一方面前期"以旧换新"政策效果边际减弱，促进服 务性消费等提振需求的政策或将延续，10月中下旬或是重要的时间窗口。 消息面 国家能源局发布数据显示，8月全社会用电量达到10154亿千瓦时，同比增长5%。7、8月份连续两个月 全社会用电量超万亿千瓦时，这在全球也是首次。当月全国制造业用电量同比增长5.5%，为今年以来 最高。高技术及装备制造业用电量同比增长9.1%，增速显著高于制造业平均水平。 简评：用电量是反映经济活力的"晴雨表"。连续两个月破万亿千瓦时，且制造业特别是高技术制造业用 电增速领先，表明在"两新""两重"等政策拉动 ...

Group 1 - The Ministry of Industry and Information Technology (MIIT) will expedite the development plan for the intelligent connected new energy vehicle industry and advance pilot projects for vehicle access and road use, as well as "vehicle-road-cloud integration" applications [1] - The "Artificial Intelligence + Transportation" implementation opinions are set to be issued soon [1] - The new energy vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, opening with a gain of over 1.0% [1] Group 2 - The CSI New Energy Vehicle Industry Index selects 50 listed companies involved in new energy vehicles, including sectors such as electric vehicles, motor control, lithium battery equipment, battery cells, and battery materials, reflecting the overall performance of leading companies in the new energy vehicle sector [1] - As of August 29, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index include CATL, Huichuan Technology, BYD, Sanhua Intelligent Control, Yiwei Lithium Energy, Huayou Cobalt, Changan Automobile, Tianqi Lithium, Ganfeng Lithium, and Guoxuan High-Tech, with these ten stocks accounting for a total of 54.55% of the index [1]

首席 点 评 ： 全球经济增速上调 经合组织发布中期展望报告，预计 2025 年全球经济增速为 3.2% ，较今年 6 月预测值上调 0.3 个百分 点。美国 9 月 Markit 制造业、服务业 PMI 回落，但均扩张，价格缓和。美联储主席鲍威尔称美股估值 相当高，重申面临通胀上升与就业下滑的双重挑战，未明确表态 10 月是否降息。受鲍威尔讲话影响， 三大美股指涨势终结，普遍下跌，美债收益率回落，贵金属、原油价格上涨，油脂油料下跌 。 重点品种： 豆粕、黄金、原油 豆粕： 夜盘豆菜粕偏弱运行，阿根廷政府暂时取消大豆及其衍生品（豆粕和豆油）、玉米和小麦的出 口税，旨在增加国内外汇供应，以遏制本币汇率下跌。阿根廷大豆和豆粕出口关税分别从 26% 和 24.5% 降至 0% ，而阿根廷是全球最大的豆粕和豆油出口国，此举给全球大豆市场带来压力。同时目前 美豆收割也在持续推进，出口前景在中美关税背景下不明朗，美豆期价跌至六周低点。国内方面受到阿 根廷临时取消出口税消息影响，国内供应增加预期增强，以及进口成本有望下行，因此短期连粕或继续 承压偏弱 。 黄金： 金银高开低走。鲍威尔在昨夜一次讲话中表示，就业下行风险证明降 ...