汽车整车

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超3100只个股上涨,百股涨停
Di Yi Cai Jing Zi Xun· 2025-10-09 07:43
2025.10.09 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3 | 3933.97 | 51.20 | 1.32% | | 399001 | 深证成指 | nov | 13725.56 | 199.05 | 1.47% | | 399006 | 创业板指 | rm | 3261.82 | 23.66 | 0.73% | | 000688 | 科创50 | mont | 1539.08 | 43.79 | 2.93% | 盘面上,市场热点轮番活跃,全市场共有100只个股涨停,超3100只个股上涨。 本文字数:885,阅读时长大约1分钟 作者 |一财阿驴 10月9日,A股节后开门红,截至收盘,上证指数收涨1.32%,刷新2015年8月以来新高;深证成指涨 1.47%,创业板指涨0.73%。 国都证券:国庆假期期间,海外权益市场以普涨为主;同时在全球科技投资热情不减等因素支撑下,本 轮慢牛行情的根基并未动摇,市场在经历月度级别的震荡整理并充分换手后,四季度A股指数仍存在继 续 ...
超3100只个股上涨,百股涨停
第一财经· 2025-10-09 07:31
2025.10. 09 本文字数:885,阅读时长大约1分钟 作者 | 一财阿驴 10月9日,A股节后开门红,截至收盘,上证指数收涨1.32%,刷新2015年8月以来新高;深证成指涨1.47%,创业板指涨0.73%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3933.97 | 51.20 | 1.32% | | 399001 | 深证成指 | non | 13725.56 | 199.05 | 1.47% | | 399006 | 创业板指 | none | 3261.82 | 23.66 | 0.73% | | 000688 | 科创50 | parting | 1539.08 | 43.79 | 2.93% | 盘面上, 市场热点轮番活跃,全市场共有100只个股涨停,超3100只个股上涨。 有色金属、核电板块上演涨停潮。半导体产业链午后明显回落,地产、旅游、影视板块普遍下挫。 沪深两市成交额2.65万亿,较上一个交易日放量4718亿。 资金流向 主力资金全天净流入 ...
吉利汽车拟进行23亿港元股份回购计划,特斯拉正式发布廉价版Model3/Y:——汽车行业周报-20251009
Guohai Securities· 2025-10-09 06:10
Investment Rating - The report maintains a "Recommended" rating for the automotive sector [1] Core Insights - The automotive industry is expected to benefit from the continuation of the vehicle replacement policy in 2025, supporting upward consumer demand. The sector is undergoing a transformation towards high-end and intelligent upgrades, with a focus on companies that can provide quality vehicles priced above 300,000 yuan [6][15] - The report highlights several companies as potential beneficiaries: Li Auto, JAC Motors, Geely, BYD, and Great Wall Motors, with a recommendation to pay attention to Seres [6][15] - The report also notes that the penetration rate of advanced driving assistance systems is expected to increase significantly due to the "affordability" of high-level intelligent driving, recommending companies like XPeng Motors, Huayang Group, Desay SV, and Coboda [6][15] - The report emphasizes the potential for mass production of robots, recommending companies with high certainty and leading positions in the industry chain, such as Top Group, Sanhua Intelligent Control, and Beite Technology [6][15] Summary by Sections Recent Trends - The automotive sector outperformed the Shanghai Composite Index, with a weekly increase of 1.7% from September 29 to September 30, 2025, compared to the Shanghai Composite Index's increase of 1.4% [16] - Notable stock performances include Li Auto, XPeng Motors, NIO, and Geely, with respective changes of -4.6%, +1.5%, +6.2%, and +7.9% during the same period [16] Company Focus and Earnings Forecast - Key companies and their earnings per share (EPS) forecasts for 2024 to 2026 are highlighted, with recommendations to buy for several companies including Silver Wheel, Baolong Technology, and BYD [8][53] - The report provides a detailed table of stock prices, EPS, and price-to-earnings (PE) ratios for various companies, indicating a bullish outlook for the automotive sector [53] Industry Indicators - In August 2025, the automotive production and sales reached 2.815 million and 2.857 million units, respectively, showing a year-on-year growth of 13% and 16.4% [31] - The report notes that the production and sales of passenger vehicles were 2.5 million and 2.54 million units, with year-on-year growth of 12.5% and 16.5% [31]
汽车行业周报:车市供需回暖趋势叠加 人形机器人催化持续
Xin Lang Cai Jing· 2025-10-06 04:34
公司层面:1)吉利汽车:吉利汽车集团2025 年9 月总销量为273,125 部,较去年同期增长约35%。2025 年1 月至9 月累计销量为2,170,189 部,较去年同期增长约46%。2)小鹏汽车:公司2025 年9 月交付智 能电动车41,581辆,同比增长95%,环比增长10%,突破40,000 辆里程碑。2025 年第三季度累计交付 116,007 辆,同比增长149%。3)蔚来:2025 年9 月交付34,749辆汽车,同比增长64.1%。2025 年第三季 度累计交付87,071 辆汽车,同比增长40.8%。 1)高基数下车市旺季彰显强韧性,汽车板块 Beta 趋势持续强化:9 月乘用车零售销量预计达 215 万 辆,同比增 2.0%、环比增 6.5%;叠加旺季效应与年末抢装需求,板块四季度 Beta 修复可期,有望推动 估值中枢上移,建议聚焦整车与汽零领域的结构性加速机会。2)AI 应用大趋势确立,资本开支提速驱 动跨界零部件上行:自 Deepseek 引发大模型训练热潮后,字节跳动、阿里巴巴、腾讯、华为等国内互 联网企业加速布局,智算中心需求激增,投资重心从通算转向智算。这一趋势推动柴发、 ...
中东大消息!以色列与哈马斯代表团将会谈
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-10-05 00:55
重要新闻提示 10月1日到4日,累计全社会跨区域人员流动量预计12.49亿人次,同比增长5.7% 假期前四天全国重点零售和餐饮企业销售额同比增长3.3% 据开罗新闻电视台当天早些时候援引一名埃及高级安全官员的说法报道,以色列和哈马斯代表团将就释 放以色列被扣押人员和巴勒斯坦囚犯在开罗举行"间接会谈"。 一名美国白宫官员证实,美国中东问题特使威特科夫、总统特朗普的女婿库什纳4日前往埃及,将加入 会谈。 2. 特朗普:以色列同意初步撤军路线 哈马斯确认后加沙将立即停火 央视新闻消息,当地时间10月4日,美国总统特朗普在其社交平台"真实社交"发文称,以色列已同意加 沙地带初步撤军路线,并将相关方案与巴勒斯坦伊斯兰抵抗运动(哈马斯)共享。一旦哈马斯确认,停 火将立即生效,被扣押人员与囚犯交换随即启动。 特朗普表示,这将为下一阶段撤军创造条件。 国联民生证券香港子公司获交易权牌照 财经新闻 1. 以色列与哈马斯代表团将在埃及举行会谈 新华社消息,埃及外交部4日发表声明说,以色列与巴勒斯坦伊斯兰抵抗运动(哈马斯)代表团将于6日 在埃及举行会谈。 声明说,会谈将围绕美国总统特朗普提出的加沙地带停火"20点计划",讨论交换人 ...
崔东树:特斯拉市值破10万亿市盈率高达200倍 国际传统车企估值相对较低
智通财经网· 2025-10-05 00:41
汽车整车类上市公司主要是在美国股票市场和香港股票市场,以及国内A股市场三大市场进行研究。欧洲市场由于相对比较分散,暂时不做研究。世界整 车企业市值中,美股市场的规模最大,2025年9月份达到14.8万亿元的规模,而港股市场也达到了3万亿元的规模,国内A股市场达到8400亿元的规模,在 这里我们把A股港股中有些多地上市的公司市值会按第一上市地做侧重,A股相对来说比较简单一点。 从A股和港股、美股的汽车整车企业股市值走势来看,今年港股的市值走势表现相对较强,相对于美股的市值走势,港股市值走势的上市趋势是比较明显 的,从2024年1月份的港股的整车企业市值合计1万亿元规模,到2025年的9月份达到2.97万亿元,也就是从1万亿元到3万亿元的规模,港股的汽车股的规 模实现了市值大幅增长的特征,其中有新股上市的因素,也有股票市值的增值因素。 而国内A股市场总体来看,从2023年1月份的5800亿元到2025年9月份的8400亿元,总体增长相对比较平缓。而美股市场从87000亿元上升到148000亿元, 增长幅度也相对较大。 2、9月主力股票市值变化 | 整车市值 | 2021 | 2022 | 2023 | 2024 ...
控盘,谁的杰作?| 谈股论金
水皮More· 2025-09-30 09:19
水皮杂谈 一家之言 兼听则明 偏听则暗 身不由己 盘面消息 A股三大指数今日集体上涨,截止收盘,沪指涨0.52%, 收报3882.78点; 深证成指涨 0.35%, 收报13526.51点; 创业板指涨0.00%, 收报3238 .16 点; 科创50指数涨 1.69%, 收报1495.29点 。 沪深两市成交额达到21814亿,较上一交易日放量200亿。 老水看盘 主力对上证指数的把控已到炉火纯青的地步。今 天 上证指数收盘上涨 20.25 点,全天指数 波动区间约 20 点,大致在 3866-3887 点 之间,基本呈现 "涨不让涨、跌不让跌"的状 态。实现这一调控的工具便是银行股、证券股与保险股。 既然主力如此控盘,昨 天 股市为何会大涨?其实昨 天 大涨或许是 "阴差阳错"——从盘面可 见,昨 天 证券、保险板块的大涨由 H 股引发。换句话 来讲 ,港股上演了 "围魏救赵"的 局 面 。正是通过拉升港股的券商股与保险股,才带动 A 股跟涨。 今 天 盘面也有类似情况:港股早盘高开低走,但午后开始一路拉升,尤其在 A 股收盘后,拉 升力度进一步加大。港股拉升本有其自身操作逻辑 以及自己的出发点 ,却没想 ...
2800亿龙头股,大涨!创历史新高
Zhong Guo Zheng Quan Bao· 2025-09-30 08:22
Market Overview - The A-share market saw significant gains in September, with the Shanghai Composite Index up 15.84% year-to-date, the Shenzhen Component Index up 29.88%, and the ChiNext Index up 51.20% [1] - In September alone, all three major indices recorded increases, with the ChiNext Index rising over 12% [1] - As of the latest close, the Shanghai Composite Index rose 0.52%, the Shenzhen Component Index rose 0.35%, and the market turnover was approximately 2.2 trillion yuan, an increase of 191 billion yuan from the previous trading day [1][2] Sector Performance - The automotive sector experienced notable activity, with the leading stock, Seres, rising over 9% to reach a historical high [3] - The non-ferrous metals and storage chip sectors showed strong performance, with significant gains in stocks like Jiangbolong, which hit the daily limit [2][5] - Other sectors such as military, semiconductor, and innovative pharmaceuticals also saw positive movements, while sectors like liquor, banking, and insurance faced adjustments [2] Company Highlights - Seres announced a cash dividend plan, proposing to distribute 3.10 yuan per 10 shares, totaling 506 million yuan, which represents 17.22% of the company's net profit for the first half of 2025 [5] - Seres is also in the process of acquiring a 10% stake in Shenzhen Yingwang Intelligent Technology from Huawei for 11.5 billion yuan, with the transaction structured in three payments [6] - The demand for high-end luxury passenger vehicles in China is exceeding expectations, and the competitive landscape is favorable, suggesting potential growth for leading companies in this sector [5] Storage Chip Market - The storage chip sector saw active trading, with stocks like Jiangbolong and others reaching their daily limit [5][7] - The global DRAM market is expected to expand due to the increasing demand for AI computing, with a positive outlook for the storage industry chain [8] - Nearline HDDs are experiencing supply shortages, with delivery times extending to over 52 weeks, indicating strong demand in data center storage facilities [8]
赛力斯逼近涨停,再创历史新高
第一财经· 2025-09-30 06:07
众泰汽车(000980) < 日 交易中 09-30 13:55:06 通 融 3.55 额 13.78亿 股本 50.43亿 市盈 -20.0 万得 盘口 +0.25 +7.58% 换 7.82% 市值1179亿 市净 205.17 涨跌 0.25 均价 时间 13:55 3.50 IOPV 涨跌幅 7.58% 价格 3.55 成交量 2 層加 资金 盘口 | MAx 13:55 10.00% 3.63 卖 3.59 1790 INM | 3.55 7.58% 3.58 1641 | 324 23 4065 3.57 322 3.56 9767 NY MM 3.55 1207 0.00% 卖1 买1 3.54 6466 买2 3876 3.53 买3 3.52 6450 买4 3.51 6899 21324 2.97 分时放大镜 -10.00% 买5 3.50 15:00 13:54 3.56 09:30 11:30/13:00 2684 量比 2.282 下 13:54 3.56 32 13.337 13:55 3.55 2 13:55 3.55 2700 7.369 13:55 3.55 713 7 更 ...
赛力斯逼近涨停,再创历史新高
Ge Long Hui· 2025-09-30 05:36
Group 1 - The A-share market saw a significant rally in the automotive sector during the afternoon session, with notable stocks such as Zotye Auto hitting the daily limit up [1] - Seres approached the daily limit up, continuing to set historical highs [1] - Other automotive companies including Dongfeng Motor, Haima Automobile, Shuguang Automobile, and BAIC Blue Valley also experienced gains [1]