10月，特斯拉在欧盟的新车注册量(衡量销量的重要指标)继续下降，比亚迪新车注册量大幅增加。 11月25日，欧洲汽车制造商协会发布数据称，欧盟10月新车注册量增长5.8%，达到916609辆。其中， 特斯拉10月在欧盟的新车注册量同比下降48%。 与9月相比，特斯拉在欧盟的新车注册量降幅扩大。数据显示，特斯拉9月欧盟新车注册量为25656辆， 同比下降19%；特斯拉今年前九个月欧盟新车注册量为111328辆，同比下降38.7%。 比亚迪10月在欧盟的新车注册量同比增长195%。1月至10月，比亚迪在欧盟的新车注册量达到94216 辆，比去年同期的27741辆增长了239.6%。 新车注册量统计的是新车首次登记上牌的数量，涵盖所有类型汽车(包括燃油车、新能源车等)，是衡量 汽车市场活跃度和销量的重要指标。 分析人士认为，消费者对特斯拉公司首席执行官马斯克在美国政府任职时的表现不满，影响特斯拉在欧 洲的品牌形象。尽管特斯拉因担忧受到美国关税政策冲击而加快在欧洲市场的交付，但今年以来销量依 然不佳。 为提升产品吸引力，特斯拉一直在完善产品线，并推出了精简版的Model Y和Model 3车型。然而新车型 发布后，特斯 ...

在上述十家企业中，与去年同期相比，东风公司和广汽集团销量呈不同程度下降，其他企业销量呈不同程度增长。 人民财讯11月19日电，据中国汽车工业协会统计分析，2025年1—10月，汽车销量排名前十位的企业(集团)共销售 2328.1万辆，占汽车销售总量的84.1%。 ...

北京商报讯（记者 刘晓梦）11月11日，中国汽车工业协会发布的数据显示，今年前10个月汽车产销分 别为2769.2万辆和2768.7万辆，同比分别增长13.2%和12.4%。其中，10月，汽车产销分别为335.9万辆和 332.2万辆，环比分别增长2.5%和3%，同比分别增长12.1%和8.8%。 ...

Core Viewpoint - Shuguang Co., Ltd. (600303.SH) reported a significant decline in both production and sales for October 2025, indicating potential challenges in the company's operational performance [1] Production Summary - The company's vehicle production for October 2025 is projected to be 6 units, representing a year-on-year decrease of 83.33% [1] Sales Summary - The total vehicle sales for the same period are expected to be 108 units, which reflects a year-on-year decline of 56.80% [1]

Core Viewpoint - Dongfeng Motor Corporation (600006.SH) announced that its projected automobile sales for October 2025 will be 7,336 units, while the cumulative automobile sales for the current year stand at 99,482 units, reflecting a year-on-year decline of 21.43% [1] Summary by Category Sales Performance - The company expects to sell 7,336 vehicles in October 2025 [1] - Cumulative automobile sales for the current year are reported at 99,482 units [1] - There is a year-on-year decrease in sales of 21.43% [1]

Sales Performance Summary - BYD achieved sales of 441,700 units in October, representing a year-on-year increase of 5.31% and a month-on-month increase of 11%. Cumulative sales for 2025 reached 3.7019 million units, with a year-on-year growth of 20.93% [1] - Geely Automobile reported sales of 307,100 units in October, showing a year-on-year increase of 35.49% and a month-on-month increase of 12%. Cumulative sales for 2025 reached 2.4773 million units, with a year-on-year growth of 44.33% [1] - Great Wall Motors sold 143,100 units in October, marking a year-on-year increase of 22.50% and a month-on-month increase of 7%. Cumulative sales for 2025 reached 1.0664 million units, with a year-on-year growth of 9.87% [1] - Xpeng Motors recorded sales of 42,000 units in October, a significant year-on-year increase of 76% and a month-on-month increase of 1%. Cumulative sales for 2025 reached 355,200 units, with a year-on-year growth of 190.02% [1] - Li Auto's sales were 31,800 units in October, reflecting a year-on-year decline of 38.25% and a month-on-month decline of 6%. Cumulative sales for 2025 reached 328,900 units, with a year-on-year decrease of 16.36% [1] - NIO sold 40,400 units in October, achieving a year-on-year increase of 92.59% and a month-on-month increase of 16%. Cumulative sales for 2025 reached 241,600 units, with a year-on-year growth of 41.91% [1] - Leap Motor reported sales of 70,300 units in October, with a year-on-year increase of 94.78% and a month-on-month increase of 5%. Cumulative sales for 2025 reached 465,800 units, with a year-on-year growth of 126.93% [1] - Zeekr's sales were 21,400 units in October, showing a year-on-year decline of 14.48% but a month-on-month increase of 17%. Cumulative sales for 2025 reached 165,000 units, with a year-on-year decrease of 1.73% [1] - Deep Blue sold 36,800 units in October, marking a year-on-year increase of 69.33% and a month-on-month increase of 9%. Cumulative sales for 2025 reached 262,400 units, with a year-on-year growth of 80.66% [1] - Lantu reported sales of 17,200 units in October, achieving a year-on-year increase of 69.52% and a month-on-month increase of 13%. Cumulative sales for 2025 reached 114,200 units, with a year-on-year growth of 82.14% [1]

Group 1: Corporate Appointments - The State-owned Assets Supervision and Administration Commission (SASAC) appointed four external directors to China Changan Automobile Group, including Shao Lin, Li Shulei, Fan Bing, and Gao Hesheng [1] Group 2: Automotive Sales Performance - In September 2025, China's automotive market share reached 38%, with total global sales of 8.55 million units, a year-on-year increase of 10% [2] - SAIC Motor sold 454,000 vehicles in October 2025, a 13% year-on-year increase, with cumulative sales of 3.647 million units from January to October, up 19.5% [2] - BYD achieved record sales of 441,706 vehicles in October 2025, with cumulative sales of 3.701 million units from January to October [3] - Geely Automobile reported passenger car sales of 307,133 units in October 2025, a 35% increase, with new energy vehicle sales reaching 177,882 units, up 64% [4] - Chery Group sold 281,161 vehicles in October 2025, a 3.3% increase, with new energy vehicle sales of 110,346 units, up 54.7% [5] - Changan Automobile's total sales in October 2025 were 278,000 units, an 11% increase, with new energy vehicle sales of 119,000 units, up 36% [6] - Great Wall Motors sold 143,078 new vehicles in October 2025, a 22.5% increase, with significant growth in various models [7] - BAIC Group's total vehicle sales exceeded 160,000 units in October 2025, an 11% increase, with the Arcfox brand achieving a 110% increase in sales [8] Group 3: Recalls and Quality Issues - Toyota announced a recall of 99,178 vehicles in Canada due to software issues affecting the rearview camera display, impacting over 30 models including Lexus [9]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 Chery Automobile Co., Ltd. 奇瑞汽車股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 未經審核之二零二五年十月銷量 奇瑞汽車股份有限公司（「本公司」，連同其附屬公司統稱為「本集團」）董事會欣然 宣佈，本公司於二零二五年十月的五大品牌總銷量為263,466輛汽車，較去年同期 增長約2%。詳細如下： | | 本月 | 去年同期 | 同比變動 | 今年累計 | 去年同期 | 同比變動 | | --- | --- | --- | --- | --- | --- | --- | | 品牌 | （輛） | （輛） | (%) | （輛） | 累計（輛） | (%) | | 奇瑞 | 169,696 | 165,289 | 3% | 1,377,558 | 1,278,830 | 8% | | 星途 | 9,494 | 16,594 | -43% | 97,445 | 112,540 ...

Core Viewpoint - Li Auto's stock experienced a decline following a fire incident involving one of its vehicles, raising concerns about safety and impacting investor sentiment [1] Group 1: Incident Report - A Li Auto Mega vehicle caught fire while driving in Shanghai's Xuhui District on October 23, resulting in the vehicle being completely burned [1] - Li Auto confirmed that all passengers safely exited the vehicle and stated that they are cooperating with the fire department's investigation [1] Group 2: Delivery Data - In September, Li Auto delivered 33,951 vehicles, marking a year-on-year decrease of 36.8%, continuing a trend of four consecutive months of declining deliveries [1] Group 3: Analyst Ratings and Forecasts - HSBC Research maintained a "Buy" rating for Li Auto, citing strong performance of the newly launched Li Auto i6 electric SUV, which is expected to significantly boost sales in Q4 [1] - However, HSBC adjusted its sales forecasts for 2025 to 2027 down by 22% to 31%, and subsequently lowered its profit forecasts by 55%, 42%, and 31% for the same period [1]

Core Insights - The top ten MPV manufacturers in China sold 681,000 units from January to September, accounting for 77.5% of total MPV sales [1] Group 1: Sales Performance - Among the top ten manufacturers, GAC Trumpchi experienced a decline in sales compared to the same period last year, while other companies showed varying degrees of growth [1]