作为中国唯一的湿热带综合性汽车试验基地，海南汽车试验场以其高温、高湿、高腐蚀的自然环境 和多样化的测试条件引起外媒记者的兴趣。他们目睹了赛道上忙碌的测试场景，一辆辆汽车在专业人员 的操控下，进行着各种严苛的测试。这些测试考验了汽车的性能，确保了每一款汽车在上市前都能达到 最佳的质量标准。 冈比亚QTV电视台记者奥斯曼·贾塔在体验测试过程后兴奋地表示："很高兴能参观这个汽车试验 场，我目睹了测试的过程，感觉非常棒。很多国家存在汽车交通方面的问题，这样的测试能够解决这些 问题，改善我们的出行。" "全球南方"媒体记者探访海南汽车试验场 "小切口"看见汽车产业"大活力" 海南日报嘉积11月26日电(海报集团全媒体中心记者 陈望 实习生 余丽群)11月26日上午，来自"全 球南方"33个国家的媒体采访团走进位于琼海的海南汽车试验场，通过小切口感受中国新能源汽车产业 的发展活力。 《印度教徒报》编辑维格内什·P·文基提什在体验后，积极评价中国新能源汽车的综合性能和实 力，表示中国发展新能源汽车是一个很好的战略，中国的新能源汽车已经开入印度大街小巷，电动车汽 车行业在印度发展前景很好。 此次活动展现了海南自贸港在汽车产业 ...

从行业背景来看，隆华新材的产能加码恰逢聚醚多元醇行业结构性调整期。国内聚醚多元醇行业集中度 近年来持续提升，前五大企业市场份额已处于较高水平，头部企业凭借上游环氧丙烷一体化配套优势占 据主导地位。同时，原材料端的成本压力正逐步缓解——作为聚醚生产核心原料的环氧丙烷，近期市场 价格呈现同比下行态势，环氧乙烷价格亦因乙烯供应宽松呈现回落趋势，为新增产能释放提供了成本支 撑。 据公告披露，此次投产的项目聚焦高活性软泡聚醚多元醇与CASE用聚醚多元醇两大品类，产品用于汽 车内饰、鞋服保暖材料、胶黏剂及发泡胶等领域。在汽车领域，隆华新材已与多家知名汽车主机厂或零 部件、饰件厂商建立稳定合作关系。此次产能扩张顺应了新能源汽车产业增量需求的布局。 中化新网讯 11月20日，隆华新材发布公告称，总投资1.5亿元的33万吨/年聚醚多元醇扩建项目已建成投 产，并产出合格产品。随着该项目落地，该公司聚醚系列产品总产能达到129万吨/年。 ...

（图片来源：摄图网） 11月21日，中国工程院公布2025年院士增选结果，71位新当选院士中首次出现3位来自民营企业的科学家， 其中包括比亚迪股份有限公司首席科学家廉玉波，这是中国工程院首次出现新能源汽车产业链企业技术负责 人当选院士，具有里程碑意义。 出生于1964年的廉玉波，2004年加入比亚迪时，燃油车尚处绝对主导地位。凭借超前的战略眼光，他主导成 立电动汽车研发部门，聚焦动力电池、电控系统和驱动总成三电核心技术攻关，为比亚迪布局新能源赛道奠 定了基石。仅用一年多时间，便带领团队推出爆款车型比亚迪F3。二十余年间，他累计研发20多个车型、 100多款产品。 真正改变行业格局的，是廉玉波在核心技术上的持续突破。面对动力电池能量密度与安全性的世界性难题， 他首创无模组刀片电池技术，重塑了行业安全标准，开创以电为主的插电式混合动力技术路线，打破了日系 车企对混动技术的长期主导。其研发的DM-i超级混动系统，以"快、省、静、顺、绿"的核心优势，不仅引 领市场潮流，更于2024年被正式写入清华大学相关专业教科书，成为行业技术标杆。 院士是中国科学技术领域的最高荣誉称号，廉玉波的当选是中国新能源汽车产业从跟随到引领 ...

Core Points - The event "2025 Dongfeng Wanli Shenzhou Tour" was held in Shenzhen, marking the first implementation of "Car Valley" consumption vouchers in the Greater Bay Area, allowing cross-regional benefits [1][6] - A total of approximately 2,000 vehicles were ordered during the event, showcasing the strong demand for "Wuhan-made" and "Car Valley-made" vehicles [1][6] Group 1 - The event featured over ten models of Dongfeng vehicles, including the new Lantu Dreamer and Lantu Taishan, attracting significant local interest [2][3] - Consumers can enjoy subsidies ranging from 2,000 to 6,000 yuan when purchasing "Car Valley" vehicles, with the promotion running until December 31, 2025 [6] - Dongfeng's Vice General Manager emphasized Shenzhen's role as a key market for the company, highlighting its similarities with Wuhan in terms of openness and innovation [6] Group 2 - The event also showcased agricultural products from Wuhan, indicating a broader promotional strategy beyond just automotive [6] - This event marks the first time the "Dongfeng Wanli Shenzhou Tour" has entered South China, with plans for further promotions in ten major cities nationwide [6]

Core Viewpoint - The company emphasizes its production line's versatility, enabling it to produce various polyurethane composite materials and respond flexibly to order demands [1] Group 1: Product Focus - The company will concentrate on developing high-performance products that are scratch-resistant, wear-resistant, hydrolysis-resistant, and aging-resistant [1] - The focus will also include multifunctional features such as antibacterial, flame-retardant, and low VOCs, alongside ecological and environmental characteristics [1] - The company aims to maintain a high cost-performance ratio while enhancing product advantages to align with the development trends of the new energy vehicle industry [1]

Core Insights - The China Securities New Energy Vehicle Industry Index (930997) has seen a strong increase of 4.49% as of November 13, 2025, with significant gains in constituent stocks such as Xinzhou Bang (300037) up 14.43%, Wukuang New Energy (688779) up 14.23%, and Xingyuan Material (300568) up 12.25% [1] Group 1 - The New Energy Vehicle ETF (515700) rose by 4.47%, with the latest price at 2.57 yuan, and has accumulated a 0.53% increase over the past week as of November 12, 2025 [1] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index, which includes 50 listed companies involved in various sectors of the new energy vehicle industry [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index are CATL (300750), Huichuan Technology (300124), Sanhua Intelligent Control (002050), BYD (002594), Yiwei Lithium Energy (300014), Huayou Cobalt (603799), Ganfeng Lithium (002460), Xian Dao Intelligent (300450), Changan Automobile (000625), and Tianqi Lithium (002466), collectively accounting for 53.56% of the index [2] - The weightings of the top stocks are as follows: CATL at 10.10%, Huichuan Technology at 8.28%, BYD at 5.91%, Yiwei Lithium Energy at 5.88%, Sanhua Intelligent Control at 5.77%, Huayou Cobalt at 4.74%, Ganfeng Lithium at 3.67%, Xian Dao Intelligent at 3.60%, Changan Automobile at 3.22%, and Tianqi Lithium at 2.72% [3]

Group 1 - The global power battery installation volume from January to September 2025 is approximately 768.3 GWh, representing a year-on-year growth of 35% [1] - In the same period, global sales of new energy vehicles reached about 14.237 million units, a year-on-year increase of 26%, with a penetration rate of 22.1% [1] - The China Securities New Energy Vehicle Industry Index, which tracks 50 listed companies involved in the new energy vehicle sector, reflects the overall performance of leading companies in the industry [1] Group 2 - The top ten weighted stocks in the China Securities New Energy Vehicle Industry Index as of October 31, 2025, account for 53.56% of the index [1] - The top ten stocks include CATL (10.10%), Huichuan Technology (8.28%), BYD (-0.26%), and others, with varying weightings and daily price changes [2] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index and has shown a recovery in trading, with a maximum intraday increase of over 2.5% [1][4]

Core Insights - In October, China's automotive production and sales reached 3.359 million and 3.322 million units, respectively, with month-on-month increases of 2.5% and 3% and year-on-year increases of 12.1% and 8.8% [1] - From January to October, automotive production and sales totaled 27.692 million and 27.687 million units, showing year-on-year growth of 13.2% and 12.4%, although the growth rates slightly narrowed compared to the first nine months of the year [1] - In October, the production and sales of new energy vehicles (NEVs) were 1.772 million and 1.715 million units, marking year-on-year increases of 21.1% and 20%, with NEVs accounting for 51.6% of total new car sales [1] - Cumulatively, from January to October, NEV production and sales reached 13.015 million and 12.943 million units, reflecting year-on-year growth of 33.1% and 32.7%, with NEVs making up 46.7% of total new car sales [1] - NEV exports in October reached 256,000 units, a year-on-year increase of 99.9%, and total NEV exports from January to October surpassed 2 million units, reaching 2.014 million, up 90.4% year-on-year [1] - The China Association of Automobile Manufacturers indicated that the automotive industry's growth rate has exceeded expectations, driven significantly by the "two new" policies, with an annual production and sales forecast of 34 million units [1]

Core Insights - Zhengzhou's automotive industry is experiencing significant growth, particularly in the new energy vehicle (NEV) sector, with production expected to exceed 1.1 million vehicles in 2024, marking a historic milestone [1][3]. Industry Growth - In 2023, Zhengzhou's automotive production reached 830,000 units, a year-on-year increase of 61.7%, with NEV production at 316,000 units, up 350% [1]. - By 2025, the city aims to achieve a production capacity of over 3 million vehicles, reflecting a substantial increase from 700,000 units in 2012 [11]. Strategic Development - The shift towards NEVs began in 2014 when Zhengzhou identified the sector as a strategic priority, leading to the establishment of a trillion-yuan industry cluster [3]. - A series of supportive policies have been implemented, including action plans and implementation opinions to enhance the automotive manufacturing industry [4]. Project Efficiency - The efficiency of project execution is highlighted by the rapid development of the BYD project, which began construction just 37 days after signing in 2021 and produced over 1 million NEVs within 17 months [6]. Supply Chain and Ecosystem - Zhengzhou has developed a comprehensive supply chain, with over 150 core automotive parts manufacturers located in the city, ensuring that more than 60% of a vehicle's components can be sourced locally [6]. - The city has established a "4+N" development pattern for NEV parts, enhancing the local industrial ecosystem [6]. Logistics and Infrastructure - The logistics sector is also advancing, with the establishment of a multi-modal transport and logistics base for automotive exports, alongside the development of charging infrastructure, including 32 hydrogen stations and 200,000 charging piles [8]. Innovation and Long-term Vision - Continuous innovation is emphasized as a key theme, with significant investments in research and development, resulting in the establishment of 16 national-level technology platforms and 39 provincial-level R&D platforms [11]. - Zhengzhou's leadership is actively involved in fostering innovation, recognizing its importance for the city's future in the automotive sector [11].

Key Policies - The Chinese Ministry of Commerce announced a one-year suspension of export control measures on lithium batteries and related materials, originally set to take effect on November 8 [5][6] - The U.S. will also suspend the implementation of its export control measures for a year, including the 50% penetration rule announced on September 29 [3][4] Key Events - Samsung SDI has partnered with BMW Group and Solid Power to develop a solid-state battery validation project, aiming to enhance energy density and safety [7][8] - A solid-state battery project in Xinjiang, with an investment of 1.8 billion yuan, is nearing completion, expected to produce over 100 million battery cells annually [9] - The first batch of sodium-ion automotive batteries from Tianjing Star has been exported to Nigeria, marking a significant milestone for sodium-ion technology in the northern region of China [20][21] Key Companies - Envision AESC has commenced construction of a smart lithium battery production base in Yichang, with a total investment of 242 billion yuan, aiming for an annual capacity of 40 GWh [22][26] - A joint venture between Sanyou Chemical and Beijing Zhongke Haina aims to develop a sodium-ion battery industry chain in Tangshan, with an initial investment of 2.7 billion yuan [12][14] - CATL has acquired a 12.95% stake in Tianhua New Energy for 2.635 billion yuan, enhancing its supply chain capabilities in lithium salt production [40][41]