1.六部门发文:拓展汽车改装、房车露营等汽车后市场消费 2.重庆计划构建世界级智能网联新能源汽车产业集群 目录 国内新闻 3."车路云一体化"基础设施分级征求意见稿或年底发布 6.吉利在成都成立闪聚电池公司 注册资本5000万 7.Stellantis与宁德时代西班牙合资工厂开工建设 点 击 蓝 字 关 注 我 们 本文全文共 3742 字，阅读全文约需 12 分钟 8.海马汽车稳步推进氢能汽车示范运营 国外新闻 1.英国新政:纯电及插混汽车将按行驶里程缴税 2.泰国调整电动汽车政策 以应对潜在供应过剩 3.韩国提交特别法案 意在降低汽车关税 4.雷诺-吉利合资公司CEO:公司计划将巴西产量提高一倍 商用车 1. M9T发动机和混动总成轻卡顺利下线 2. 奇瑞商用车零米轻卡黄金船隆重上市 3. 零一智卡斩获"年度第一推荐电驱桥重卡"大奖 4. 再增两款 福田汽车微卡产品获碳足迹量化标识 11月25日，重庆市经济信息委党组书记、主任王志杰表示，"十四五"以来，重庆智能网联新能源汽车产业 已迈入全国第一方阵。未来5年，该市将通过强化龙头引领、数智驱动、品牌铸魂、生态聚能，整体推进整 车、零部件、后市场重塑升级，构 ...

Core Insights - The listing of Seres on the Hong Kong Stock Exchange marks a significant step for both the company and the Chongqing automotive industry, highlighting a transformation towards high-end and intelligent manufacturing [2][4] - Chongqing aims to produce over 953,000 new energy vehicles by 2024, representing a 22.2-fold increase from 2020, indicating rapid growth in the sector [2][6] - The successful IPO of Seres, raising a net amount of HKD 14.016 billion, showcases the competitive edge of Chongqing's new energy vehicle companies in the high-end market [2][5] Company Performance - Seres achieved a record revenue of CNY 145.176 billion in 2024, a year-on-year increase of 305.04%, and turned a profit with a net income of CNY 5.946 billion [4] - In the first three quarters of 2024, Seres reported revenues of CNY 110.534 billion and a net profit of CNY 5.312 billion, reflecting a year-on-year growth of 31.56% [4] - The company sold 51,456 new energy vehicles in October 2024, marking a 42.89% increase year-on-year [4] Industry Development - Chongqing's automotive industry is evolving, with 19 vehicle manufacturers and over 1,200 parts suppliers forming a robust ecosystem, led by companies like Changan and Seres [6] - The city aims to produce 2.54 million vehicles in 2024, with new energy vehicle production expected to grow by 90.5% [6] - The "33618" modern manufacturing cluster initiative aims to enhance the manufacturing structure and establish Chongqing as a key advanced manufacturing center by 2030 [6][7] Strategic Partnerships - Seres has formed strategic partnerships with leading companies like Huawei and CATL, creating a collaborative ecosystem to enhance its market position [8] - The Chongqing Industrial Investment Fund, led by Yufu Holdings, invested HKD 2.176 billion in Seres, setting a record for cornerstone investments in Hong Kong IPOs [5] Future Outlook - Seres plans to allocate 70% of the IPO proceeds to research and development, 20% to marketing and overseas sales, and 10% for operational expenses [9] - The listing is expected to provide a dual engine of "technology + capital" for Chinese automotive companies looking to expand globally, enhancing Chongqing's status as a hub for intelligent connected new energy vehicle innovation [9]

11月26日，特斯拉全球副总裁陶琳在社交平台发文称，无论是美国、中国还是欧洲，Tesla全球各生产 基地的供应商选择都采用同样严格、客观的标准，完全基于质量、总成本、技术能力成熟度以及长期供 货连续性。供应商的原产国或地理来源不构成排除性标准。 | 2025年11月27日星期四 | NO.1 六部门：加快布局新领域新赛道，聚焦智能网联新能源汽车 11月26日消息，工业和信息化部等六部门印发《关于增强消费品供需适配性进一步促进消费的实施方 案》，其中提出，加快布局新领域新赛道。聚焦智能网联新能源汽车、智能家居、消费电子、现代纺 织、食品、绿色建材等重点行业，开展双百典型创新应用专项活动，打造百个标志性产品、百家创新企 业和一批可体验可推广的新产品首用场景样板。 点评：六部门发布的方案明确指出将加快布局智能网联新能源汽车等新领域，显示出国家对未来产业结 构的重视。这将刺激相关企业在新能源汽车、智能家居和绿色建材等领域的投资与创新，有助于提升长 远竞争力。 NO.2 特斯拉高管辟谣"供应链去中国化" 点评：北京市"十五五"规划强调了在"双碳"目标下推进新能源汽车发展的战略，这无疑将为相关企业提 供广阔的发展空间。随 ...

Core Viewpoint - Chongqing is focusing on building a modern manufacturing cluster system called "33618" to enhance its industrial capabilities, aiming for an industrial output of 4 trillion yuan by 2027, with significant growth in key sectors such as intelligent equipment, food processing, and software services [1][2]. Group 1: Manufacturing Development - The manufacturing sector is the foundation of Chongqing's economy, with a target industrial output exceeding 2.7 trillion yuan by 2024 [1]. - The city has established a solid industrial base covering 39 industrial categories and all 31 categories of manufacturing [1]. - Chongqing's logistics system has achieved connectivity with 127 countries and regions globally, enhancing its industrial competitiveness [1]. Group 2: Key Industries - The three leading industries in Chongqing are experiencing significant growth, particularly in intelligent connected vehicles, with an expected production of 953,000 units in 2024 [2]. - The new generation of electronic information manufacturing is leading globally, with notebook computer production ranking first worldwide [2]. - The advanced materials industry has made breakthroughs, notably in nylon 66, breaking international monopolies [2]. Group 3: Industrial Cluster System - The "33618" modern manufacturing cluster system aims to promote high-quality development in manufacturing, focusing on three trillion-yuan leading industry clusters: intelligent connected vehicles, new generation electronic information manufacturing, and advanced materials [2]. - The system also includes upgrading to 500 billion yuan pillar industry clusters in intelligent equipment, food processing, and software services, along with developing six billion-yuan specialty industry clusters [2]. Group 4: Talent Development - The "14th Five-Year Plan" emphasizes the need for a high-quality technical talent pool to support industrial modernization and technological advancements [3]. - The third National Industrial and Information Technology Skills Competition focuses on integrating talent development with industry needs, promoting new technologies and processes [3].

Core Viewpoint - The "2025 China Automotive Supply Chain Conference" focuses on the theme "Chain Drives Industry Ecology, New Quality Drives the Future," aiming to explore opportunities and challenges in the automotive supply chain during the "14th Five-Year Plan" conclusion and the "15th Five-Year Plan" initiation [2][4]. Group 1: Conference Overview - The conference includes various activities such as a government-enterprise matchmaking meeting, a closed-door meeting, a main conference, four thematic meetings, and an event titled "China Automotive Supply Chain Collaborative Innovation National Tour - Chery Station" [2]. - The closed-door meeting discusses how supply chain enterprises can leverage technological innovation to support the leading advantage of the intelligent connected new energy vehicle industry during the "15th Five-Year Plan" period [2][4]. Group 2: Industry Context - The "15th Five-Year Plan" period is crucial for China to achieve carbon peak and transition from a major automotive country to a strong automotive country, with a focus on consolidating and expanding the leading advantage in the intelligent connected new energy vehicle industry [4]. - The automotive supply chain is undergoing deep transformation driven by electrification, intelligence, connectivity, and low carbonization [4][5]. Group 3: Key Participants and Discussions - The closed-door meeting is hosted by Fu Bingfeng, Executive Vice President and Secretary-General of the China Automotive Industry Association, who emphasizes the importance of building a controllable, resilient, and sustainable automotive supply chain system [4][5]. - Experts from various organizations, including the China Machinery Industry Federation and former executives from major automotive companies, analyze and discuss the future development of the supply chain industry [7]. Group 4: Challenges and Opportunities - The automotive supply chain is experiencing profound adjustments, and key topics include how enterprises can adapt to new conditions, drive innovation, and explore international development paths during the "15th Five-Year Plan" period [7]. - High-level leaders from major automotive companies share their insights on challenges and experiences in the development of their respective enterprises [9][10]. Group 5: Collaborative Efforts - The closed-door meeting gathers over 60 representatives from government, industry, academia, and research sectors to discuss opportunities and challenges in the automotive supply chain, aiming to provide intellectual contributions for sustainable development [11]. - The conference also features a series of thematic meetings and activities to further explore the automotive supply chain landscape [13].

Market Overview - The A-share market showed strong recovery momentum after a dip, with expectations for continued rebound, although there are concerns about sustainability due to external uncertainties and insufficient trading volume [1][9][10] - The total trading volume of the two markets was 18,121 billion, with the Shanghai Composite Index closing at 3,870.02 points, up 0.87% [5] Sector Analysis - The technology growth sectors, including semiconductor chips, AI themes, and robotics, are highlighted as potential investment opportunities, alongside cyclical industries such as photovoltaics, batteries, and chemicals [2][4][9] - The gaming sector experienced significant gains, driven by advancements in AI applications, which are expected to enhance content production and industry growth [6][7] - The light communication module sector is anticipated to remain in a high prosperity cycle, supported by AI computing power and data center upgrades [6] Investment Strategy - Investors are advised to focus on stocks with performance support while avoiding high-valuation stocks lacking earnings backing, emphasizing a balanced approach to sector rotation [2][9] - The report suggests that software development will be a key application area for AI, benefiting from increased efficiency and becoming a new revenue growth driver [8]

5年，是一次跨越，也是一次重塑。从传统制造到智能绿色转型，从国内竞争到全球布局，中国汽 车产业在"十四五"期间不仅实现了产销量的跃升，更在产值规模、消费拉动等方面表现突出，一跃成为 我国经济第一支柱，彰显出其对我国经济平稳向上发展的强大支撑力。 产值跃升 区域集群协同发力 "坚持把发展经济着力点放在实体经济上，加快推进制造强国、质量强国建设。"在2021年发布的《中华 人民共和国国民经济和社会发展第十四个五年规划和2035年远景目标纲要》（以下简称"'十四五'规划 纲要"）中，"巩固壮大实体经济根基"被写在文中第三篇的开头。其中，新能源汽车更是被列为战略性 新兴产业，要求"加快关键核心技术创新应用，增强要素保障能力，培育壮大产业发展新动能"。 汽车产业作为实体经济和先进制造业的重要组成部分，在"十四五"期间勇担经济发展重任，产值实现稳 健增长，产业链条不断延伸，产业链上下游生产总值约占全国GDP比重的10％。2021年，我国汽车制造 业规模以上工业增加值同比增长5.5％；2022年，汽车制造业规模以上工业增加值同比增长6.3％，高于 制造业3.3个百分点；2023年，我国工业经济稳定恢复，汽车行业生产增速超1 ...

中新网重庆11月25日电 (梁钦卿)以"智联新生态·绿色新动能"为主题的智能网联新能源汽车产业专题对 接活动25日在重庆举行。本次活动汇聚来自政府机构、行业协会、国内外知名企业及产业链各环节代表 约300人，共同擘画中国智能网联新能源汽车产业高质量发展的新蓝图。 本次专题对接活动搭建了政、产、学、研、用等多方交流的平台，实现了从国家战略、行业趋势、区域 布局、生态构建到企业实践的全链条、全景式展示。 随后，中国汽车工程研究院股份有限公司董事长周玉林梳理了在当前产业变革背景下，我国汽车零部件 产业在行业竞争、开发模式、产品形态、国际化出海及区域布局等方面的发展趋势。他指出，下一步中 国汽研将着力打造《中国汽车零部件产业发展年鉴》及"中国企业评价协会汽车分会"两大平台，助力我 国汽车零部件企业向上发展。 重庆市经济和信息化委员会党组成员王含致辞表示，重庆拥有雄厚的工业基础、完备的产业生态、领先 的应用场景、畅联的区位优势以及精准有力的政策体系，正积极打造世界级智能网联新能源汽车产业集 群，并向全球投资者发出了诚挚的"重庆邀请"。 重庆长安汽车股份有限公司首席专家黄忠强分享了长安汽车在面向智能化、电动化转型过程中的 ...

Domestic News - The Ministry of Industry and Information Technology announced the creation of national emerging industry development demonstration bases, focusing on key areas such as intelligent connected new energy vehicles, new materials, and high-end equipment, aiming to establish around 100 park-type and 1,000 enterprise-type bases by 2035 [2] - Hebei Province plans to implement an industrial innovation project to accelerate the cultivation of industries like intelligent connected vehicles, biomedicine, and new energy, aiming for integrated cluster development and boosting consumption [4] International News - The UK government announced an additional £1.3 billion (approximately 121.09 billion RMB) in electric vehicle subsidies and £200 million (approximately 18.62 billion RMB) for charging infrastructure, further promoting the transition to zero-emission vehicles [5] Company News - VinFast reported a significant increase in Q3 electric vehicle deliveries, but its net loss expanded to approximately 240 trillion VND (about 68.4 billion RMB), a year-on-year increase of 81%, despite a 47% rise in total revenue [6] - Tesla launched its Full Self-Driving (FSD) software in South Korea, marking the software's availability in seven countries/regions [7] - BYD and Midea reached a strategic cooperation agreement to create a "people-vehicle-home" smart living paradigm, allowing users to control home appliances from their vehicles [9] - Deep Blue Automotive plans to take over Beijing Hyundai's Chongqing factory, although specific production timelines and models remain undisclosed [10] - Xiaomi Group's founder Lei Jun invested over HK$100 million to increase his stake in the company, raising his ownership to 23.26% [11] - The Ministry of Industry and Information Technology announced the establishment of a standardization technical committee for humanoid robots, with members including executives from Chery and XPeng [12] - IM Intelligent Vehicle launched its IM6 model in New Zealand, with a starting price of NZ$66,900 (approximately 267,000 RMB) [13] - Pony.ai and Sunshine Mobility announced a strategic partnership to develop a large-scale autonomous driving fleet, enhancing the quality of autonomous mobility services in major cities [14] - JD Group commenced construction of a new R&D center in Nanjing, with an investment of 3.5 billion RMB, focusing on AI, robotics, and autonomous driving technologies [15]

Core Viewpoint - Jianghuai Automobile is showcasing its transformation from traditional manufacturing to a technology-driven enterprise at the 2025 Guangzhou International Auto Show, emphasizing high-end and intelligent upgrades [1] Group 1: Strategic Partnerships and Innovations - The collaboration between Jianghuai Automobile and Huawei has led to the successful launch of the Zun Jie S800, which has received over 18,000 pre-orders, breaking into the luxury sedan market traditionally dominated by international brands [3] - Since 2019, Jianghuai and Huawei have formed a deep strategic partnership, integrating advanced management processes to enhance R&D efficiency and market responsiveness, laying a solid foundation for building a globally competitive high-end brand [5] - Jianghuai is actively embracing Huawei's advanced technologies in smart driving and smart cockpit to explore new intelligent automotive products and experiences [5] Group 2: Product Showcase and Technological Advancements - At the auto show, Jianghuai is presenting multiple models including the Zun Jie S800, DEFINE prototype vehicles, Han Tu PHEV, and Rui Feng RF8 PHEV, highlighting its layout in the smart electric vehicle sector [7] - The DEFINE-S and DEFINE-X are two prototype vehicles that explore the boundaries of the DEFINE platform, setting the groundwork for future product designs [9] - The Han Tu PHEV, built on Jianghuai's proprietary "H-Power" hybrid architecture, is positioned as the world's first high-torque hybrid pickup truck [11] - The Rui Feng RF8 PHEV showcases Jianghuai's commitment to user co-creation, featuring advanced systems and personalized configurations based on user feedback [13] Group 3: Brand Engagement and Cultural Integration - Jianghuai is hosting the JAC DAY event, integrating traditional culture with the auto show, which has been successfully held for four consecutive years, enhancing brand-user interaction and recognition [13][15] - The upcoming events during the auto show include exclusive experiences for the Zun Jie S800 and a fan night, fostering community among global users and celebrating shared stories [15] - Jianghuai aims to continue its transformation towards intelligent connected new energy vehicles while building a unique industrial ecosystem in collaboration with valued users [15]