据不完全统计，除了沃尔沃、起亚等海外品牌，东风日产、长安马自达等合资品牌，小米、蔚来、尚界 等新势力和长安、东风、奇瑞等本土传统车企都给出了开年促销政策，涉及超76款车型，开年车市第一 波"价格战"正如火如荼地展开。 | 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 09866 | 蔚来-SW | 37.600 | -3.29% | | 01211 | 比亚迪股份 | 96.050 | -3.18% | | 09863 | 零跑汽车 | 49.080 | -2.81% | | 09868 | 小鹏汽车-W | 77.600 | -2.76% | | 00175 | 吉利汽车 | 17.460 | -2.08% | | 02015 | 理想汽车-W | 66.900 | -1.55% | | 02333 | 长城汽车 | 14.440 | -1.23% | | 01130 | 中国环境资源 | 0.495 | -1.00% | | 01114 | BRILLIANCE CF | 4.070 | -0.73% | | 01958 | 北京汽车 | 1.94 ...

Core Viewpoint - The automotive sector is experiencing a decline in stock prices and sales, with significant drops in major companies like Xpeng Motors and Great Wall Motors, attributed to decreased consumer demand and the impact of subsidy reductions [1] Group 1: Stock Performance - Xpeng Motors-W (09868) shares fell by 10.47%, trading at HKD 85.95 [1] - Great Wall Motors (601633) shares decreased by 4.35%, trading at HKD 14.95 [1] - Li Auto-W (02015) shares dropped by 3.51%, trading at HKD 72.75 [1] - GAC Group (601238) shares declined by 2.67%, trading at HKD 3.28 [1] Group 2: Market Sales Data - In October, the national retail sales of passenger vehicles reached 2.242 million units, a year-on-year decrease of 0.8% and a month-on-month decrease of 0.1% [1] - From November 1 to 9, passenger vehicle retail sales fell by 19% year-on-year, while wholesale sales dropped by 22% [1] Group 3: Industry Analysis - Guojin Securities reported that the automotive market entered a negative growth phase in October due to the continuous reduction of local subsidies and a high base from the previous year [1] - The penetration rate continues to rise, indicating the impact of the reduction in vehicle purchase tax exemptions [1] - The forecast for Q4 suggests that market sales will remain flat year-on-year, with the penetration rate expected to reach new highs, but there is a need to observe demand in the first quarter of 2026 [1]