新京报贝壳财经讯(记者林子)11月3日，吉利控股集团和吉利汽车控股有限公司(0175.HK)(统称"吉利") 与雷诺集团正式签署巴西战略合作最终协议。双方将深化战略合作，通过雷诺巴西公司(Renault do Brasil)生产及销售吉利和雷诺的新能源车型。 通过合作，雷诺可利用先进的新能源技术扩展产品线，满足巴西市场电动化需求。雷诺位于巴西南部的 埃尔顿.塞纳(Ayrton Senna)工业园区除生产雷诺车型外，还将生产吉利品牌产品，助力雷诺巴西公司提 高产能利用率，进一步提升园区竞争力。 根据协议，吉利收购雷诺巴西公司26.4%的股份，雷诺集团继续保持控股股东地位并合并财务报表。作 为少数股东，吉利可共享雷诺巴西公司的工厂产能和市场网络，加速拉美地区汽车市场的拓展。雷诺巴 西公司将成为吉利旗下新能源汽车产品在巴西的经销商，在销售、金融和售后服务方面开辟新的增长机 会。吉利电动SUV车型EX5通过雷诺的品牌经销商渠道全网销售。 ...

【文/观察者网 王一】美国最高法院11月5日将听取关于总统特朗普关税合法性的辩论。届时，站在特朗 普政府对面的将是数百家深受其害的美国中小企业。 在芝加哥附近经营着两家益智玩具公司的里克·沃尔登伯格（Rick Woldenberg）3日告诉美国彭博社，他 的公司在4月提起诉讼，要求法院宣布特朗普关税无效，因为这"超出了总统职权"。 这位65岁的玩具商说，他的诉讼起因与一款"泡泡绒瑜伽球伙伴"毛绒玩具有关。该产品原计划在中国生 产，但4月特朗普突然将对华关税提高至三位数以上后，公司被迫紧急转向印度设厂。但不久后，白宫 又下调对中国的关税税率，同时对印度加征关税。他们公司试图赶在印度50%新关税生效前让货物抵 美，却还是晚了6个小时，最终额外缴纳了5万美元的罚款。 沃尔登伯格表示，他的两家公司今年预计因特朗普关税要多支付两三千万美元，而去年他们的关税账单 仅为230万美元。 今年4月，沃尔登伯格决定起诉特朗普政府，要求法院宣告特朗普加征的关税无效。案件现已提交至美 国最高法院，将成为美国历史上最重大的经济冲突之一。 彭博社指出，在11月5日即将举行的辩论中，最高法院将考虑是否取消特朗普上任以来宣布的大部分关 税， ...

每经头条（nbdtoutiao）——"为了孩子吃上饭，自己只能靠喝水撑着"！美政府停摆危机逼近"临界 点"，4200万人吃饭成问题 （记者 曾健辉） 2024年1至12月份，喜悦智行的营业收入构成为：汽车制造占比59.7%，家电制造占比22.41%，物流供 应链服务占比10.33%，其他占比7.57%。 截至发稿，喜悦智行市值为22亿元。 每经AI快讯，喜悦智行（SZ 301198，收盘价：12.96元）11月3日晚间发布公告称，持有宁波喜悦智行 科技股份有限公司股份约1217万股（占公司总股本比例为7.2%）的股东宁波旺科企业管理合伙企业 （有限合伙）计划自本减持计划公告披露之日起15个交易日后的3个月内以集中竞价方式及/或大宗交易 方式减持其所持有的公司股份，合计减持公司股份不超过507万股，不超过公司总股本的3%。 ...

证券日报网讯11月3日晚间，江淮汽车（600418）发布公告称，经公司职工代表大会选举，盛保柱先生 当选安徽江淮汽车集团股份有限公司第九届董事会职工董事。 ...

Core Viewpoint - Jiangling Motors announced a projected automobile sales figure of 33,200 units for October 2025, representing a year-on-year growth of 8.06% [1] - Cumulatively, the company has achieved total automobile sales of 294,200 units for the current year, reflecting a year-on-year increase of 7.77% [1] Summary by Category Sales Performance - Projected sales for October 2025 are 33,200 units, which is an increase of 8.06% compared to the same month last year [1] - Year-to-date sales for the current year stand at 294,200 units, showing a growth of 7.77% year-on-year [1]

Core Insights - The automotive industry has recently witnessed two significant recall events involving Li Auto and Xiaomi, both triggered by safety incidents, highlighting the industry's response to safety concerns [1][2] - Li Auto initiated a proactive recall of over 10,000 units of the 2024 MEGA model shortly after a safety incident, while Xiaomi's recall of over 110,000 units of the SU7 occurred nearly six months later, following an investigation [1][2] - The contrasting approaches to recalls have led to public criticism, with both companies facing scrutiny for their handling of safety issues [1][2] Group 1: Recall Events - Li Auto recalled over 10,000 units of the 2024 MEGA model due to insufficient corrosion resistance in the coolant, which raised concerns among vehicle owners [1] - Xiaomi's recall involved over 110,000 units of the SU7 standard version, with the recall linked to auxiliary driving safety issues, although it was not explicitly stated as a response to a specific incident [2] Group 2: Public Perception and Response - Li Auto's proactive recall did not fully alleviate consumer concerns, as there were prior reports of insulation faults in some 2024 models, leading to skepticism about the company's transparency [1] - Xiaomi's characterization of the recall as an "OTA recall" blurred the seriousness of the situation, resulting in negative public sentiment and backlash against the company [2] - The incidents underscore a growing market expectation for automotive companies to act swiftly and decisively in addressing safety hazards, reflecting a zero-tolerance attitude towards automotive safety risks [2]

Core Insights - Jiangling Motors has won two prestigious awards at the "2025 Listed Companies High-Quality Development Forum," namely the "Most Investment Value Award" and the "Listed Company Dividend Return Award," highlighting its strong performance and commitment to shareholder returns [3][5] - The awards reflect Jiangling Motors' focus on innovation and operational excellence, which have allowed the company to maintain resilience in a challenging market environment [3][5] Company Performance - Jiangling Motors has consistently emphasized technological innovation, optimizing product structure, and enhancing management efficiency, which has contributed to its robust development [3] - The company has made significant strides in product development and market expansion, including the launch of the "Blue Flame Power Platform" in March, new vehicle models in May, and the global debut of electric vehicles in August and September [3] - The global launch of the new Baotian in October marks an important step in the company's globalization strategy, showcasing its commitment to expanding into international markets [3] Dividend Policy and Market Recognition - Jiangling Motors has maintained a continuous and transparent dividend policy, which has been positively received by investors, as evidenced by its multiple awards and high ratings in information disclosure [5] - The "Most Investment Value Award" focuses on long-term growth potential, while the "Dividend Return Award" assesses the company's ability to provide sustained dividends and shareholder returns [5]

作者 | 柴旭晨 编辑 | 王小娟 蔚来的风向，正在悄然改变。 终于，蔚来闯进了月销四万俱乐部。10月交付新车40,397台，同比近乎翻倍。当月，NIO与乐道品牌双双贡献出了1.7万余台的成绩。可以说，在经历了上 半年的调整期后，蔚来正以强劲的姿态重回增长快车道，回到新势力TOP序列的聚光灯下。 两周前，李斌在蔚来高层会议上透露了新ES8"爆单"的情况，他提到，这台旗舰SUV大定到锁单转化率和以前相比有着显著提高。李斌也同步立下了12月 ES8产销破1.5万台的"军令状"。 一直以来，市场对于蔚来的看法都是极其分化的。一面是铁粉们的倾囊支持，另一面是不绝于耳的亏损风波。连董事长李斌都直言，"如果蔚来混得不 好，用户也会感到没面子。" 眼下，蔚来为车主、更为自己挣回了"面子"。背后发力的主角，正是蔚来新ES8和乐道L90这些高端旗舰产品。 L90上市两个月交付2.2万台，创下纯电大型SUV最快交付纪录，也让纯电大三排SUV进入主流购车市场。如果说L90让蔚来的销量狂飙，那蔚来新ES8的 爆发，则让销量数字更有含金量。 10月31日，蔚来交付了第一万台新ES8，四十天交付破万的成绩，让蔚来创造了40万元以上纯电车 ...

Core Viewpoint - The company, Altec, has signed a joint venture agreement with Wuhu Hua'an Zhanxin Equity Investment Fund to establish a new company focused on electric vehicle powertrains in Wuhu, Anhui Province, enhancing its competitiveness in the automotive core power system sector [1] Group 1: Joint Venture Details - The joint venture, named Altec New Energy Powertrain (Fanchang) Co., Ltd., will have a registered capital of 672 million yuan [1] - Altec will contribute 425 million yuan through the 100% equity of its wholly-owned subsidiary, Sichuan Altec New Energy Vehicle Co., Ltd., and 177 million yuan through technology related to integrated pure electric vehicle powertrain R&D, totaling 602 million yuan, which represents 89.5757% of the registered capital [1] Group 2: Strategic Implications - This investment will help the company deepen its business in the core power system of vehicles and enhance its comprehensive competitiveness in the core components market [1] - The joint venture will focus on the development and mass production of electromagnetic clutches as its core product while exploring a more diversified product line to improve its business layout [1]

Group 1 - The core viewpoint of the report is that Haitong International has given BYD (002594.SZ) an "outperform" rating based on several factors [1] - The third-quarter performance shows mixed results, with profitability under pressure but long-term growth momentum still present [1] - Operational indicators are continuously improving, and global expansion is accelerating [1] - The company is accelerating its layout in megawatt fast charging and energy storage systems, while maintaining lithium iron phosphate to ensure battery safety [1]