Group 1 - The core point of the news is the announcement of a three-year action plan by the National Development and Reform Commission to double the service capacity of electric vehicle charging facilities by 2027, aiming to establish 28 million charging facilities nationwide and provide over 300 million kilowatts of public charging capacity to meet the demand of over 80 million electric vehicles [2][3][4]. Group 2 - By the end of 2027, 40,000 "super-fast combined" charging guns with a capacity of over 60 kilowatts will be newly built or renovated in highway service areas to enhance the intercity charging network for electric vehicles [3]. - The plan includes integrating charging facility demands into the distribution network planning, focusing on urban core areas, highway service areas, transportation hubs, and old residential communities to optimize the distribution network structure [4]. - New residential areas are required to build charging facilities or reserve installation conditions for charging facilities in all fixed parking spaces, while existing residential areas will be supplemented with charging facilities based on local conditions [5]. Group 3 - The news highlights the positive outlook for China's automobile exports, particularly in the autonomous new energy vehicle sector, with significant growth in overseas markets [6][7]. - The export of plug-in hybrid and traditional hybrid vehicles is expected to increase, leading to a more pronounced impact of domestic brands on international brands [7].

编者按：近来，华盛顿在经贸领域的一系列言行，再次向世界演绎了一套美式"优先"逻辑：赢家从不犯 规。拆解美式霸权的逻辑陷阱，揭露其"双重标准"、按自身所需解读规则、伪多边主义等行为特征，对 维护国际公平正义，推动构建开放、包容、普惠、平衡、共赢的国际经济新秩序，具有紧迫而现实的意 义。为此，本报推出系列评论，从科技、金融等角度，还原"美式贸易"的本质，以正视听。 真正自信的强者不需要搞"小动作"；不敢正视竞争、只能通过霸凌来阻碍他人，只会反证自身日趋虚 弱。要赢得21世纪的竞赛，美国必须抛弃"唯我独尊"的陈旧思维。否则，一味坚持那套"赢家永不犯 规"的游戏，只会令美国在逆全球化和自我孤立的歧途上越走越远，最终吞下傲慢与偏执的苦果。（作 者是复旦大学国际关系与公共事务学院教授） 在产业竞争层面，美国对新兴技术领先国家的排斥行为，同样暴露出"凡你所长，我一概排斥"的"双重 标准"。无论是电动汽车、光伏产品还是5G通信，只要他国企业展现出领先优势，美方便迅速以"国家 安全""公平贸易"为名实施市场准入限制或高额关税。这一做法不仅违背世贸规则，更暴露出美国无法 容忍被他国在任何一个关键领域超越的焦虑心态。即便对其传统盟 ...

Core Viewpoint - China has filed a complaint with the World Trade Organization (WTO) against India's electric vehicle and battery subsidy measures, claiming these measures violate multiple obligations, including national treatment, and constitute prohibited import substitution subsidies [1] Group 1: Legal Actions and Implications - On October 15, China requested consultations with India at the WTO regarding the latter's electric vehicle and battery subsidy measures [1] - The measures in question are alleged to provide unfair competitive advantages to Indian domestic industries, thereby harming Chinese interests [1] Group 2: Broader Context and Responses - China has observed that several of India's recent trade measures have raised concerns among WTO members, indicating a pattern of potential violations [1] - The Chinese government urges India to adhere to its commitments within the WTO framework and to promptly rectify its erroneous practices [1]

Group 1 - The Chinese government emphasizes the need to enhance standards in digital technologies, particularly artificial intelligence, to align with economic and social development [1] - The People's Bank of China reported that the total social financing scale exceeded 30 trillion yuan in the first three quarters, with a notable increase in M1 money supply growth to 7.2% by the end of September [2] - The National Development and Reform Commission plans to establish 28 million charging facilities by the end of 2027, aiming to double the charging service capacity to meet the needs of over 80 million electric vehicles [2] Group 2 - A significant market rumor suggested that Tesla placed a $685 million order for linear actuators with Chinese supplier Sanhua Intelligent Control, which the company is currently verifying [4] - The U.S. stock market saw a collective rise in major indices, with technology stocks performing particularly well, indicating a positive trend in the tech sector [5] - Oracle's co-CEOs defended the company's substantial investments in AI data centers, aiming to create a robust ecosystem to enhance AI services for enterprises [6] Group 3 - Global electric vehicle sales reached a record high in September, driven by strong demand in China, with a year-on-year increase of 26% to 2.1 million units [9] - Investment opportunities in the automotive sector are highlighted, particularly in undervalued leading companies in electric vehicles and components, as well as domestic alternatives due to the "dual circulation" strategy [9]

Core Insights - Polestar has closed its last direct retail store in Shanghai, marking a strategic shift in its business model in China while maintaining operations in the market [1][4] - The company is transitioning to an online sales model, with significant discounts on existing inventory, indicating a focus on cost management and adapting to market demands [2][4] - Despite poor sales performance in China, the country has become Polestar's most important production base, with a focus on exporting vehicles to international markets [4][5] Sales Performance - In Q3 2025, Polestar's global retail sales reached 14,192 units, a 13% year-on-year increase, with total sales for the first nine months approximating 44,482 units, reflecting a 36% growth [5] - In stark contrast, Polestar sold only 69 vehicles in China during the first half of the year, highlighting significant challenges in the local market [5] Financial Health - As of the end of 2024, Polestar's total assets were $40.54 billion, with liabilities at $73.83 billion, resulting in a negative net asset position of $33.29 billion [5] - Cumulatively, Polestar has incurred losses exceeding $51 billion from 2020 to 2024, with a projected net loss of $20 billion for 2024 alone [5] Management Changes - Polestar has experienced frequent changes in leadership, with seven different heads for the China region in eight years, indicating instability in management [8][9] - The company has been undergoing significant organizational restructuring, including a 10% workforce reduction and the closure of its joint venture in China [6][8] Future Strategy - Polestar aims for an annual retail sales growth of 30% to 35% from 2025 to 2027, with a target to achieve profitability by 2025 [10] - Since its IPO in 2022, Polestar's stock price has plummeted by 90%, raising concerns about its compliance with Nasdaq regulations due to falling below the $1 mark [10]

每经记者｜孙桐桐 每经编辑｜余婷婷 日前，极星汽车关闭了其位于上海前滩L+Plaza的最后一家直营门店。这家源自瑞典的高性能电动汽车品牌，自此彻底告别了中国市场的实体零售渠道。 "极星正在战略性地调整在华业务模式，以更好地契合中国市场多样化、快速变化的消费需求。零售门店的关闭并不意味着极星将退出中国市场。此次调整 不会影响现有极星车主的任何权益，其他在华业务亦保持稳定运行。"日前，极星汽车相关负责人向《每日经济新闻》记者表示。 现车五折"甩卖"，中国已成其生产基地 极星汽车官方客服表示，目前主要采取线上销售模式，消费者可以通过官方网站等数字渠道了解产品信息并完成购车流程，同时也会推荐销售人员与有购车 意向的消费者直接联系。 不过，记者联系销售人员发现，官方提供的二维码在线购车系统已关闭，同时厂家也不再提供试驾服务。 "目前只有2025款高配版本车型，因为价格很便宜卖得很快。单电机的只剩一辆了，现价16.9万元，原价33.8万元；双电机车型还有一些，现价22.9万元，原 价39.8万元。"一名极星汽车销售人员告诉记者，所有现车都是2024年12月下线的，今年4月才开始销售，两款车型均不提供试驾，签单后需前往上海 ...

Core Viewpoint - China has filed a complaint against India's electric vehicle and battery subsidy measures at the World Trade Organization (WTO), asserting that these measures violate multiple obligations and provide unfair competitive advantages to Indian industries, thereby harming Chinese interests [1]. Group 1: Legal Actions and Responses - China has requested consultations with India regarding the electric vehicle and battery subsidy measures at the WTO [1]. - The Chinese Ministry of Commerce spokesperson emphasized the need for China to take resolute measures to protect the legitimate rights and interests of its domestic industries [1]. Group 2: Allegations Against India - The spokesperson stated that India's measures are suspected of violating national treatment obligations and constitute prohibited import substitution subsidies under WTO rules [1]. - There has been a growing concern among WTO members regarding multiple trade measures taken by India that are alleged to be in violation of WTO commitments [1]. Group 3: Call for Compliance - China urges India to adhere to its commitments within the WTO framework and to immediately rectify its erroneous practices [1].

Core Points - China has filed a request for consultations with India at the World Trade Organization (WTO) regarding India's electric vehicle and battery subsidy measures [1] - The measures in question are alleged to violate multiple obligations, including national treatment, and constitute prohibited import substitution subsidies under WTO rules [1] - These subsidies provide an unfair competitive advantage to Indian domestic industries, harming China's interests [1] - China has observed that several of India's trade measures have raised concerns among WTO members, urging India to adhere to its commitments and rectify its practices immediately [1]

一则最后一家直营门店关闭的消息，将曾经对标特斯拉的豪华电动汽车制造商极星汽车推向舆论的风口 浪尖。据悉，极星汽车在国内的最后一家门店位于上海前滩L+Plaza。 10月15日，《中国经营报》记者以购车者的身份致电极星汽车客服热线，相关工作人员称，目前极星汽 车采用的是线上销售模式，没有实体销售门店，有购车意向可同步销售同事进行对接。 针对国内最后一家直营门店的关闭，极星汽车中国方面在给媒体的回复中称，极星汽车正在战略性地调 整在华业务模式，以更好地契合中国市场多样化、快速变化的消费需求。 实际上，极星汽车在华销售数据持续低迷，与此次销售模式调整有着密切关联。相关数据显示，2025年 上半年，极星汽车在中国市场的销量仅为69辆。不仅仅是今年上半年，2021—2023年期间，极星汽车在 华销量分别为2048辆、1717辆和1100辆。 记者也注意到，在华市场的持续低迷，这也使得"极星退出中国市场"的传闻在2025年8月初迅速发酵。 彼时，极星汽车方面也对外辟谣，称极星汽车退出中国的信息不属实。 在全球市场视角下，极星的表现远优于中国市场。极星汽车今年前三季度销量44482辆，同比增长 36.5%。极星汽车首席执行 ...

在总排名中，三星连续第二年位居第一。2025年，三星在印度、印尼、马来西亚、泰国和越南均位列第 一，在各国和地区的品牌价值都有所提升。而在去年的调查中，三星仅在越南位居榜首。阿迪达斯、耐 克排名第二和第三位。苹果公司位居第四。 在前50大品牌中，小米排名第26位，华为排名33。日本品牌共有22个，比2024年增加了两个，排名靠前 的包括本田汽车、索尼和丰田尼，它们代表了汽车与电子行业。不过，调查显示，77%的日本品牌排名 出现下滑，显示出日本品牌在亚洲市场的影响力正在减弱。 各市场品牌排名 凤凰网科技讯 北京时间10月15日，据《日经亚洲》报道，根据日经研究的一项调查，韩国三星已连续 第二年成为亚洲主要市场的最具价值品牌。 日经研究在2024首次发布了面向亚洲市场的《全球品牌调查》，最新发布的《全球品牌调查2025》评估 了200个品牌，数据基于11个亚洲国家和地区的7万多名消费者的反馈意见，重点聚焦八个市场：中国大 陆、中国台湾地区、印度、印尼、马来西亚、菲律宾、泰国和越南。 该调查的品牌价值通过两个指标进行量化： 1、"品牌实力" (brand power)： 包括名称认知度和其他因素。 2、"品牌贡献分 ...