据央视新闻，从明年1月1日起，我国新能源汽车购置税将从全额免税调整为减半征收。近段时间，受车购税将调整及年底传统销售旺季影响，我 国新能源汽车市场迎来新一轮消费高峰。 业内人士告诉记者，严格的技术门槛将倒逼车企加大核心技术研发投入，专注于提升产品品质、优化能耗表现与续航能力，而非单纯依托政策红利进行低成本竞 争。这将有效帮助新能源汽车行业摆脱内卷，转向以技术创新为核心的高质量发展轨道，助力行业实现可持续健康发展。 来源：央视新闻 在海南海口的这家汽车展厅内，最近持续保持高人气。负责人告诉记者，政策调整消息与年底旺季叠加，近期门店客流和订单量较平日大幅增长。 广汽埃安海口秀英体验中心市场部经理 廖佳玲：客流和订单量比平时涨了近六成。为了接住这波热度，我们首先加配了销售人手，延长了营业时间，门店里也摆满 了最新款车型。 而在江苏南京，当地的经销商们也针对性加强了服务保障，通过展厅物料展示、专人政策解读等方式，帮助消费者清晰了解政策细节，合理规划购车时机。 苏豪天泓汽车集团有限公司新能源品牌负责人 曹慧：我们给消费者准备了非常丰富的现车资源，让消费者真正能够抓住购车黄金期，享受全免政策的红利。 中国汽车流通协会相关 ...

视频丨柳润瑛 资本市场上，11月7日的A股市场热点聚焦在新能源赛道方向上，有机硅、氟化工、磷化工、电池等板块涨幅居 前，其中锂电池概念股掀起涨停潮。 据央视新闻报道，从明年1月1日起，我国新能源汽车购置税将从全额免税调整为减半征收。近段时间，受车购税 将调整及年底传统销售旺季影响，我国新能源汽车市场迎来新一轮消费高峰。 海南海口的一家汽车展厅负责人表示，政策调整消息与年底旺季叠加，近期门店客流和订单量比平时涨了近六 成，已加配了销售人手，延长了营业时间。 中国汽车流通协会相关负责人表示，这次政策调整不仅是税收手段的变化，更是推动新能源汽车产业从"价格 战"走向"价值战"的关键一步，通过设置技术门槛引导行业向高质量发展转型。 业内人士表示，严格的技术门槛将倒逼车企加大核心技术研发投入，专注于提升产品品质、优化能耗表现与续航 能力，而非单纯依托政策红利进行低成本竞争。这将有效帮助新能源汽车行业摆脱内卷，转向以技术创新为核心 的高质量发展轨道，助力行业实现可持续健康发展。 A股新能源赛道全线爆发 东莞证券近期研报称，根据GGII数据显示，Q3我国储能电池出货量同比增长超过六成，前三季度出货量已超过去 年全年总量的3 ...

据央视新闻报道， 从明年1月1日起，我国新能源汽车购置税将从全额免税调整为减半征收。 近段时间，受车购税将调整及年底传统销售旺季影响，我国新能源汽车市场迎来新一轮消费高 峰。 海南海口的一家汽车展厅负责人表示，政策调整消息与年底旺季叠加， 近期门店客流和订单 量比平时涨了近六成， 已加配了销售人手，延长了营业时间。 中国汽车流通协会相关负责人表示，这次政策调整不仅是税收手段的变化， 更是推动新能源 汽车产业从"价格战"走向"价值战"的关键一步 ，通过设置技术门槛引导行业向高质量发展转 型。 业内人士表示，严格的技术门槛将倒逼车企加大核心技术研发投入，专注于提升产品品质、优 化能耗表现与续航能力，而非单纯依托政策红利进行低成本竞争。这将有效帮助新能源汽车行 业摆脱内卷，转向以技术创新为核心的高质量发展轨道，助力行业实现可持续健康发展。 记者丨刘雪莹 见习记者林健民 编辑丨江佩霞 视频 丨 柳润瑛 东莞证券近期研报称，根据GGII数据显示，Q3我国储能电池出货量同比增长超过六成，前三 季度出货量已超过去年全年总量的30%。国内储能电芯供应紧张，头部电池企业全线满产，预 计供不应求的状态将持续至明年Q1。与此同时， ...

Core Viewpoint - Elon Musk's $1 trillion compensation plan was approved by over 75% of Tesla shareholders, highlighting his significance to the company [1] Group 1: Compensation Plan Details - The compensation plan includes two ambitious targets related to Tesla's market value and operational metrics, divided into 12 milestones [3][4] - If Musk meets all targets, Tesla's market value could reach $8.5 trillion, and he would own 25% of the company [8][9] Group 2: Operational Challenges - Tesla's delivery numbers have been declining, with a 13% drop in Q1 and a 13.5% drop in Q2 of 2025 [11][12] - The company aims to deliver 2 million vehicles cumulatively, with current deliveries exceeding 800,000 [7][12] Group 3: Future Growth Strategies - Tesla plans to transition from a car manufacturer to a technology company focused on AI and robotics [15] - Musk set ambitious production targets, aiming for 2.6-5 million vehicles by 2028, which represents a 50% growth from previous years [17] Group 4: Full Self-Driving (FSD) Developments - The latest FSD version includes advanced features like language understanding and improved navigation capabilities [19][24] - FSD's sales model faces challenges, with only about 1% of Tesla's revenue coming from it, indicating consumer reluctance to pay for ongoing services after purchasing a vehicle [25] Group 5: Robotaxi and Optimus - Tesla is set to begin production of its Robotaxi, CyberCab, in April 2024, which could revolutionize its business model [28] - The Optimus robot aims to integrate into daily life and replace human labor, with a target production of 1 million units to reduce costs [30][33] Group 6: Supply Chain and Production Challenges - Tesla is addressing past battery shortages by developing its own battery production lines and considering partnerships for chip manufacturing [36]

Core Insights - Leap Motor is expanding its market presence by entering the personalized automotive sector with the launch of the Lafa 5, a pure electric sports sedan [2][4] - The Lafa 5 is priced between 105,800 to 131,800 yuan and will officially launch on November 28, 2023, with plans for global market entry by 2026 [2] - The company has reported strong sales growth, achieving nearly 470,000 units sold in 2025 and a significant revenue increase of 174% year-on-year [3] Group 1: Product Launch and Features - The Lafa 5 offers five configuration versions with CLTC ranges of 515 km and 605 km, featuring an 800V high-voltage architecture and Qualcomm 8295P chip [2][5] - The vehicle's dimensions are 4430mm in length, 1880mm in width, and 1520mm in height, with a wheelbase of 2735mm [2] - The introduction of the Lafa 5 signifies Leap Motor's strategic shift towards personalized vehicles after establishing a foothold in the mainstream market [3][6] Group 2: Market Strategy and Brand Development - Leap Motor aims to enhance its brand image, moving away from being perceived as a budget alternative to a more premium offering [3] - The company has launched the D platform and the D19 flagship SUV, marking its entry into the luxury market segment [3] - The rise of the Z generation as a key consumer group has prompted Leap Motor to focus on personalized designs that resonate with younger buyers [4] Group 3: Global Expansion and Technological Integration - Leap Motor's global strategy includes establishing over 600 sales and service outlets in approximately 35 international markets, with a focus on Europe [5] - The Lafa 5's competitive pricing is supported by the company's in-house research and development capabilities, allowing for advanced features typically found in higher-priced models [5][4] - The transition from mainstream to personalized vehicles represents a significant evolution in Leap Motor's business strategy, indicating a shift from survival to differentiation in the market [6]

北京商报讯（记者 蔺雨葳）11月7日，零跑全新个性战略新品——零跑Lafa5开启预售，预售价区间10.58万—13.18万元。新车定位高颜值运动轿跑，基于零 跑LEAP3.5技术架构打造，融合了轿跑颜值、中欧联合底盘调校、高通8295P+8650旗舰芯片等。零跑Lafa5将于11月28日正式上市，2026年还将逐步登陆全 球市场。 图片来源：企业供图 动力方面，零跑Lafa5搭载160kW后置后驱7合1高性能油冷电驱，零百加速6.4秒。续航方面，新车CLTC工况下续航里程可达605公里，30%—80%充电仅需 18分钟。 ...

Core Insights - The event "Shanghai·Putuo Investment Promotion Conference" was held to promote new investment opportunities in Putuo District, aiming to transform exhibitors into investors [1] - A total of 35 high-quality projects were signed to settle in Putuo, focusing on sectors like artificial intelligence and new energy vehicles, aligning with regional industrial direction [1] - The unveiling of the global investment service collaboration point in Singapore marks an important step in expanding Putuo's investment outreach, following similar initiatives in Japan and the UK [1] Group 1 - The conference aims to attract global enterprises to invest in Putuo District [1] - The signed projects cover key industries that match the regional development strategy [1] - The establishment of the Singapore collaboration point enhances Putuo's global investment network [1]

Core Viewpoint - From January 1st next year, China's new energy vehicle purchase tax will be adjusted from full exemption to a 50% reduction, which is expected to stimulate market demand during the traditional sales peak at the end of the year [1] Group 1: Market Impact - The adjustment of the purchase tax, combined with the year-end sales peak, has led to a new wave of consumer demand in the new energy vehicle market [1] - A car showroom in Haikou, Hainan, has reported a significant increase in customer traffic and order volume due to the policy change and the seasonal demand [1]

Group 1: Cross-Border Expansion and Market Trends - China and UAE's bilateral trade has surpassed $100 billion, with over 15,000 Chinese companies operating in the UAE, 90% of which plan to expand into the Middle East market [2][3] - The Dubai IFZA Free Zone has established its first office in Shanghai to facilitate Chinese companies' entry into the UAE and Middle East, aiming for a 30% increase in the number of serviced Chinese companies by 2024 [2][3] - The Chinese gaming industry is experiencing a significant reshuffle in the overseas mobile game market, with Tencent maintaining the top position but slowing growth, while MiHoYo and Muto Technology have seen substantial ranking increases [5] Group 2: Industry-Specific Developments - The global market for AI short dramas is expected to grow significantly by 2025, with China focusing on local production and AI optimization to enhance efficiency and reduce costs [6] - China's commercial aerospace sector is accelerating its international cooperation, with the successful launch of satellites for various countries, showcasing the maturity and cost-effectiveness of its technology [8] - The Chinese home robot market is thriving globally, with a 16.5% year-on-year increase in shipments, and Chinese brands holding four of the top five positions in the global market share [13] Group 3: Brand Strategies and Market Penetration - Chinese tea brands are rapidly expanding overseas, with Mixue Ice Cream and Heytea adopting different strategies to capture markets in Southeast Asia and Europe, respectively [19][20] - The sports goods industry in China is projected to reach an export value of $28.396 billion in 2024, driven by brand building and supply chain efficiency [18] - BYD has achieved impressive overseas sales, with a significant market share in Europe and plans to surpass Toyota by 2025, despite facing challenges in market education and after-sales service [27] Group 4: Technological Innovations and Globalization - Haier Biomedical is transitioning from product export to ecosystem co-building, focusing on laboratory solutions and smart medication to enhance its global competitiveness [28] - Chery Automobile has seen a 26.2% year-on-year increase in exports, emphasizing a strategy of localized production and a comprehensive product matrix [29] - SHEIN is transforming from a super retail entity to a super ecological entity, leveraging flexible supply chains and digital tools to enhance its global manufacturing capabilities [25]

生态港将助力北京汽车产业持续升级和高质量发展。市发改委相关负责人说，该项目将通过招引扩大汽车零 部件产业规模，加速落地一批科技含量高、附加值高的零部件企业和项目，提升零部件自主可控能力，助力 智能网联新能源汽车产业提质增效和创新发展，为北京新能源汽车产业注入更多活力。 建成后，生态港将与顺义区内理想汽车、北京现代、北京奔驰、北汽越野车等生产基地形成"30分钟配套 圈"，与北京市内怀柔福田戴姆勒、密云北汽新能源、昌平北汽福田等生产基地形成"1小时配套圈"，与天 津、河北汽车产业基地实现"2到3小时配套圈"协同布局。这一多层次配套体系将促进产业链各环节深度融 合，加快形成京津冀智能网联汽车产业集群，打造产业创新与生态融合高地。 生态港顺义园1号地项目效果图。 本报记者 曹政 近日，市发改委批复支持京津冀智能网联新能源汽车科技生态港（顺义）汽车核心零部件标准厂房项目。作 为智能网联新能源汽车零部件产业集中承载空间，该项目将与京津冀三地车企形成"配套圈"，加速产业集群 发展，助力构建高效协同的产业生态。 规划显示，该项目总建筑面积8万余平方米，包括标准化厂房、配套楼、能源中心及配套设施等，可为汽车 核心零部件企业提供 ...