Domestic News - Guangdong government offers one-time subsidies for personal consumers purchasing new energy passenger vehicles during the "Yue Enjoy Warm Winter" consumption season from November 2025 to March 2026 [6] - Geely and Renault Group sign a strategic cooperation agreement in Brazil, with Geely acquiring 26.4% of Renault Brazil, enhancing market access for electric vehicles in Latin America [7] - GAC Toyota launches new policies to address battery degradation, promising quick battery testing and replacement services, and sets high standards for battery performance [8] - Lynk & Co introduces a cross-year purchase tax subsidy plan, offering up to 15,000 yuan for customers affected by delivery delays [9][10] - Audi E5 Sportback announces a similar cross-year purchase tax subsidy plan, providing up to 15,000 yuan for delayed deliveries [11] - Autohome launches a new e-commerce platform, integrating various automotive services and addressing transparency issues in the car buying process [12] - BMW's geothermal energy project in China becomes operational, expected to reduce carbon emissions by 18,000 tons annually [13] - Amap announces the international version of AutoSDK, supporting navigation services for Chinese car brands in over 170 countries [14][15] International News - Japan aims to deploy 10,000 L4 autonomous vehicles by the fiscal year 2030, marking a significant push for advanced automotive technology [16] - Hyundai plans to establish a clean mobility hub in Malaysia, focusing on renewable energy projects [17] - Mazda showcases a new technology that can recycle up to 20% of vehicle emissions, aiming for net negative carbon emissions [18] - Honda announces plans to produce a new electric SUV in India by 2027, targeting cost competitiveness in the global market [20] Commercial Vehicles - Jiangsu Province's innovation center for new energy commercial vehicle power and control systems receives approval, focusing on key technological advancements [21] - A new 4MW ultra-fast charging solution is launched, enabling heavy trucks to charge in just 10 minutes, achieving "oil-electric same speed" [22] - Chery Commercial Vehicle's Zero Meter light truck achieves the highest market share in Shanghai [23] - Kaiwo Group and Hyundai unveil the first 8.5-meter hydrogen fuel cell bus, marking a significant step in zero-carbon transportation [24]

Core Viewpoint - Jiangling Motors (000550.SZ) reported production and sales figures for October 2025, indicating a positive growth trend in both metrics compared to the previous year [1] Production Summary - The total production in October 2025 was 33,669 vehicles, representing a year-on-year increase of 5.81% [1] Sales Summary - The total sales in October 2025 reached 33,246 vehicles, showing a year-on-year growth of 8.06% [1]

来源：滚动播报 赛力斯港股暗盘涨超1%，报133.5港元。公司本次H股发行的最终价格为每股131.50港元，H股于2025年 11月5日在香港联交所主板挂牌并开始上市交易。 ...

11月4日，厦门金龙在新能源公交车采购市场传来捷报，当日接连中标兴城市与宝应县两大 客车招标项目，总金额达2097万元。 兴城市8米新能源公交车采购项目 11月4日，兴城市建交公共汽车有限公司购置新能源公交车项目8米纯电动公交车中标结果 公布。中标人为厦门金龙，中标金额为1170万元。 宝应县6.5米新能源公交车采购项目 11月4日，宝应县益民公共交通公司2025年6.5米新能源公交车采购项目中标结果公示发 布。中标人为厦门金龙联合汽车工业有限公司，中标价位927万元。 | 项目名称 | 兴城市建交公共汽车有限公司购置新能源公交车项目 | | | | --- | --- | --- | --- | | 项目编号 | 202521140012151164 | | | | 标段(包)名称 | 兴城市建交公共汽车有限公司购置新能源公交车项目-8米纯电动公交车 | | | | 标段(包)编号 | 202521140012151164002 | | | | 标段(包)性质 | 依法必须招标的项目 | | | | 中标人 | 厦门金龙联合汽车工业有限公司 中标人资质 | | [无] | | 项目经理 (负责人) | 差恩 ...

Core Viewpoint - The article highlights the strong performance of Ouman heavy trucks in October, continuing the robust growth trend observed throughout the year, with significant increases in sales across various segments, including traditional and new energy vehicles [1][11]. Group 1: Sales Performance - In October 2025, Ouman heavy truck sales reached 13,952 units, a year-on-year increase of 146.7%, with Ouman heavy trucks alone surpassing 10,000 units sold, marking a 184.7% increase [1][2]. - The sales of 12-18 ton heavy trucks saw a substantial growth of over 300%, with market share also increasing [1]. - New energy heavy truck sales skyrocketed by 366.3% year-on-year, indicating a strong market presence [1][8]. Group 2: Traction Vehicles - Ouman heavy trucks maintained a positive trend in the traction vehicle sector, achieving a 9.9% month-on-month increase and a 184.7% year-on-year increase in sales [2]. - The Ouman Galaxy 9 and Galaxy 7 models led the high-end fuel vehicle segment, maintaining the top sales position in the automatic transmission market [2]. Group 3: Gas Vehicles - Ouman's gas traction vehicles experienced a remarkable year-on-year increase of 513.3% and a month-on-month growth of 32.9%, reflecting both sales and market share improvements [4]. - The growth in gas vehicle sales is attributed to the economic advantages of natural gas over diesel and Ouman's strategic product positioning in the gas heavy truck market [4]. Group 4: Cargo Vehicles - In the cargo vehicle segment, Ouman heavy trucks saw an increase in both sales and market share in the 12-18 ton category, driven by the successful launch of the Galaxy 3 model [6]. - The Galaxy 3 model has quickly gained popularity due to its high cost-performance ratio, contributing significantly to overall sales growth [6]. Group 5: New Energy Vehicles - Ouman's new energy heavy truck sales surged by 366.3% year-on-year, with a cumulative increase of 283.6% from January to October 2025 [8][10]. - The Galaxy series of new energy vehicles has been pivotal in driving sales growth, with significant deliveries contributing to market penetration [10]. Group 6: Market Outlook - Overall, Ouman heavy trucks have demonstrated a "multi-point flowering, steady growth" trend in October, achieving positive progress across traction vehicles, cargo vehicles, and new energy segments [11]. - The company is positioned to potentially achieve significant sales and ranking breakthroughs in the final months of 2025 [11].

证券代码：600066 证券简称：宇通客车 编号：临 2025-055 二零二五年十一月四日 2025 年 10 月份产销数据快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 宇通客车股份有限公司2025年10月份产销数据快报如下： 宇通客车股份有限公司 特此公告。 宇通客车股份有限公司董事会 单位：辆 | 产 | 品 | 2025 年 | 去年同期 | 单月数量 | 本年 | 去年同期 | 累计数量 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 10 月份 | | 同比变动 | 累计 | 累计 | 同比变动 | | 生产量 | | 3,228 | 3,558 | -9.27% | 37,102 | 35,485 | 4.56% | | 其中：大型 | | 1,584 | 1,558 | 1.67% | 19,347 | 19,844 | -2.50% | | 中型 | | 1,039 | 1,549 | -32.92% | 11,164 | 11,51 ...

重庆千里科技股份有限公司 2025 年 10 月产销快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重庆千里科技股份有限公司2025年10月产销数据如下： | 产品名称 | | | 生产（辆） | | | | 销售（辆） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 本月 | 本年 | 本年累计 | 本月 | 本月 | 本年 | 本年累计 | | | 数量 | 同比增减 | 累计 | 同比增减 | 数量 | 同比增减 | 累计 | 同比增减 | | 新能源 汽车 汽车 | 631 | -10.75% | 13,915 | 180.60% | 2,090 | 15.34% | 28,577 | 62.07% | | 整车 其他 车型 | 5,886 | 335.68% | 50,256 | 158.96% | 6,378 | 190.83% | 52,476 | 125.12% | | 合计 | 6,517 | 216.67% ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源 ：锂电派 END 安大略省圣托马斯市，2025年10月28日 – 全球汽车巨头大众集团旗下电池子公司PowerCo今日正式宣布，其位于加拿大安大略省圣托马斯市的超级工厂启 动主体工程建设。这座规划年产能高达90GWh的工厂不仅是加拿大最大的电池制造设施，也是PowerCo在欧洲以外布局的首个超级工厂，标志着加拿大在全 球电动汽车供应链中的地位获得重大提升。 投资规模与战略意义 该项目总投资额预计达70亿加元（约50亿美元），是PowerCo继欧洲项目后在全球的第三大电池工厂，也是其迄今规模最大的生产基地。工厂坐落于五大湖 汽车工业走廊核心区，距离多伦多和底特律等传统汽车中心均不足200公里，得天独厚的地理位置将强化北美地区电动汽车产业的协同效应。加拿大创新、科 学与工业部长梅兰妮·乔利指出，这一投资将推动加拿大成为电动汽车和电池技术的全球领导者。 ...

LDK+以夏普的母公司台湾鸿海精密工业开发的、被称为"Model A"的MPV大小的EV为基 础。车身为浅茶色，正面和背面的中央都有SHARP的LOGO。 夏普的概念车名为LDK+，理念是在自家等处停车时把车内作为另一个房间来使用。车内采用仿木纹地 板，正副驾驶席可后转180度，使前后座正对。中央置物箱可前后移动，还内置投影仪，后座上部有滚 动式屏幕…… 夏普在"日本移动出行展2025"上公开了纯电动汽车（EV）的概念车。这款车的理念是在自家 等处停车时把车内作为"另一个房间"来使用，因此命名为"LDK+"。记者乘坐了以车内空间舒 适为重点开发的展示车。 车身正面带有夏普标志 即使伸腿也有富余的宽敞的车内空间。中央置物箱还可以作为桌子使用 驾驶席和副驾驶席之间的中央置物箱可以前后移动，可以移动到后座的前面，如果展开侧面 的小桌板，还可以作为桌子使用。由于宽度和坐席差不多，所以用电脑工作或打开笔记本学 习都很合适。 中央置物箱的作用不仅仅是桌子。还搭载了采用夏普自主技术的"净离子群 （Plasmacluster）"发生装置，可释放具有除异味、除菌效果的离子，保持车内环境清洁。 此外，中央置物箱内置投影仪，可在放 ...

Investment Rating - The report maintains a "Buy" rating for both A-shares and H-shares of BYD, with current prices at 99.60 CNY and 99.10 HKD respectively [5]. Core Insights - BYD's total revenue for the first three quarters of 2025 increased by 12.7% year-on-year to 566.3 billion CNY, while net profit attributable to shareholders decreased by 7.5% to 23.3 billion CNY [1]. - The company has seen a significant increase in overseas sales, with a 134.0% year-on-year growth to 697,000 units, driven by a rich model matrix and deepened localization efforts [3]. - The high-end strategy is showing results, with total sales of new energy passenger vehicles up 18.6% year-on-year to 3.26 million units, and pure electric vehicle sales up 37.3% to 1.61 million units [2]. Summary by Sections Financial Performance - In Q3 2025, BYD's revenue decreased by 3.1% year-on-year to 195 billion CNY, and net profit dropped by 32.6% year-on-year to 7.8 billion CNY [1]. - For the first three quarters of 2025, the average profit per vehicle was 6,014 CNY, a year-on-year decrease of 35.9% [1]. Sales and Market Strategy - The sales of BYD's mid-to-high-end brands increased by 77% year-on-year to 225,000 units, indicating a successful high-end strategy [2]. - The introduction of new models such as the Tengshi N9 and Fangchengbao series has contributed to the brand's image and market penetration [2]. Global Expansion - BYD's global strategy is expected to open new growth avenues, with significant increases in overseas sales attributed to favorable market conditions and local production [3]. - The company has established factories and R&D centers in countries like Cambodia and Hungary, enhancing its global footprint [3]. Profitability Forecast - The report projects a decrease in net profit for 2025-2027, with estimates revised down by 9%, 14%, and 16% respectively [3]. - Despite the challenges, BYD's focus on technology and brand enhancement is expected to improve profitability in the long run [3].