【文/观察者网 王恺雯】多年来，香港特区的士（出租车）一直是丰田皇冠Comfort的天下。而现在，随着香港出租车行业的转型，国产新能源 车的"出镜率"正在变高。 据报道，五家运营商之一的星群的士主要采用的车型是上汽大通MAXUS MIFA 7，另一家运营商BigBoss Taxi则引入了广汽传祺E9。 《日经亚洲》称，虽然目前还不清楚每家运营商的车队中有多少国产电动汽车，但可以明确的是，长期由丰田主导的香港出租车已经迎来转折 点。 与此同时，国产汽车也正在赢得香港消费者的青睐，新展厅在香港如雨后春笋般涌现。 香港特区政府数据显示，7月国产品牌汽车在港销量约为1500辆，市场份额约为40%，日本品牌汽车所占份额不足30%。 "过去五年，香港市场发生了翻天覆地的变化。"报道指出，2020年7月，日本品牌占据了香港汽车近70%的销量，国产品牌则不足1%。 日媒《日经亚洲》11月2日刊文称，国产品牌车企正逐渐在香港出租车行业中站稳脚跟。不仅如此，曾作为外国汽车制造商进入中国内地门户 的香港，如今开始成为国产品牌制造商向海外扩张的跳板。 报道称，在香港，丰田汽车因其燃油经济性和可靠性而备受推崇。据说，香港约1.8万辆出 ...

证券代码：601633 证券简称：长城汽车 公告编号：2025-122 转债代码：113049 转债简称：长汽转债 长城汽车股份有限公司 2025 年 10 月产销快报 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。 本公告乃由长城汽车股份有限公司（「本公司」）自愿刊发。 10月海外销售57,158台，1-10月累计销售391,339台。 10月新能源车销售46,155台，1-10月累计销售324,618台。 务请注意，上述产销量数字未经审核，亦未经本公司审计师确认，或会予以调整并有待最终确认。本公司刊发财务业绩后，股东及潜在投资者务必详阅。 特此公告。 本公司董事会谨此宣布，本公司于2025年10月产销量详细如下(单位:台)： 长城汽车股份有限公司董事会 2025年11月2日 | 车型 | | | 销量 | | | | | | 产量 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 月度同比 | ...

格隆汇11月2日丨上汽集团(600104.SH)公布，2025年10月销售整车45.4万辆，同比增长13%；10月累计 销售364.7万辆，同比增长19.5%。今年10月份，上汽新能源车销售20.7万辆，再创历史新高，同比增长 31.6%；1-10月累计销售129万辆，同比增长42.5%。 ...

海外市场方面，10月上汽出口9.7万辆，前10个月累计86.2万辆，同比增长2.2%。上汽MG品牌在欧洲表 现强劲，英国、法国、意大利等主要市场均录得两位数增长，其中瑞士市场同比增长超过六倍。上汽方 面称，搭载新混动系统的MG Hybrid+系列正成为欧洲销量主力。 在自主品牌板块，10月上汽自主品牌销量30.6万辆，同比增长22%，累计销量235万辆，同比大增 28.3%，占集团总销量的64.4%。上汽乘用车销量9.3万辆，同比增长25.1%；上汽大通近2万辆，同比增 长47.9%；上汽通用五菱16.8万辆，同比增长19.5%。 新能源业务再创纪录。10月上汽新能源车销售20.7万辆，同比增长31.6%，连续两月刷新历史新高，1- 10月累计销售129万辆，同比增长42.5%。智己汽车10月销售1.3万辆，主力车型LS6保持热销；上汽乘用 车新能源销量3.7万辆，同比增长超1.5倍；上汽通用与五菱新能源业务同样实现双位数增长。 经济观察网11月2日，上海汽车集团发布最新产销数据，10月销售整车45.4万辆，同比增长13%，已连 续十个月实现同比增长。今年1-10月，上汽累计批售364.7万辆，同比增长19. ...

Core Insights - Great Wall Motors announced a sales volume of 143,078 units in October 2025, representing a year-on-year increase of 22.50% [1] - The cumulative sales from January to October 2025 reached 1,066,436 units, up 9.87% compared to the same period last year [1] Sales Performance - Haval brand sold 88,235 units in October, a 21.41% increase year-on-year, with cumulative sales of 616,718 units, up 13.28% [2] - ET brand experienced significant growth, with October sales of 12,699 units, a 95.79% increase year-on-year, and cumulative sales of 76,292 units, up 96.25% [2] - Great Wall Pickup sold 14,088 units in October, a 9.31% increase year-on-year, with cumulative sales of 150,311 units, up 3.66% [2] - Ora brand saw a slight increase in October sales to 5,648 units, but cumulative sales decreased by 32.99% to 35,334 units [2] - The Chao Ke brand reported a 16.64% increase in October sales to 22,306 units, with cumulative sales of 187,449 units, down 0.79% [2] - Other brands showed a significant increase in October sales, with 102 units sold, a 52.24% increase year-on-year, but cumulative sales decreased by 48.92% [2] Production Performance - The total production in October was 140,500 units, reflecting a year-on-year increase of 22.01%, with cumulative production of 1,060,316 units, up 9.70% [1][2] - Haval brand's production reached 83,874 units in October, a 12.15% increase year-on-year, with cumulative production of 597,777 units, up 7.65% [2] - ET brand's production surged to 13,079 units in October, a 100.88% increase year-on-year, with cumulative production of 79,546 units, up 100.02% [2] - Great Wall Pickup's production in October was 14,822 units, a 21.94% increase year-on-year, with cumulative production of 152,456 units, up 9.13% [2] - Ora brand's production in October was 6,396 units, a 12.01% increase year-on-year, but cumulative production decreased by 25.15% [2] - Chao Ke brand's production reached 22,325 units in October, a 40.01% increase year-on-year, with cumulative production of 193,734 units, up 5.76% [2]

上汽集团11月2日公告，2025年10月份公司整车销量为45.40万辆，同比增长12.96%。2025年1-10月，公 司累计整车销量为364.72万辆，同比增长19.53%。其中，新能源汽车10月销量为20.67万辆，同比增长 31.58%；1-10月累计销量为128.95万辆，同比增长42.47%。 | MARK I A STER BIR DE FER E FER BOOK A | | | | 产 量(铜) | | | | | | 销 量(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 单 位 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | | 同期 | 同比 | 累计 | 累计 | 同比 | | 同期 | 同比 | 累计 | 累计 | 同比 | | 上汽大众 | 96,501 | 115,247 | -16.27% | 878,776 | 896,036 | -1.93% | 93.6 ...

Core Insights - Great Wall Motors (601633.SH) reported a total sales volume of 143,078 vehicles in October, representing a year-on-year increase of 22.50% [1] - Cumulatively, from January to October, the company achieved total sales of 1,066,436 vehicles, reflecting a year-on-year growth of 9.87% [1] Summary by Category Sales Performance - October sales reached 143,078 units, marking a 22.50% increase compared to the same month last year [1] - Year-to-date sales from January to October totaled 1,066,436 units, which is a 9.87% increase year-on-year [1]

Core Insights - SAIC Motor Corporation announced a projected sales volume of 454,000 vehicles for October 2025, representing a year-on-year growth of 13% [1] - Cumulatively, the sales from January to October reached 3.647 million vehicles, showing a year-on-year increase of 19.5% [1]

Group 1 - The U.S. Senate passed a resolution to terminate Trump's global tariff policy with a vote of 61 in favor and 47 against, reflecting a partisan divide where Democrats largely supported the measure and Republicans opposed it [1][3] - The proposal is unlikely to pass in the House of Representatives, which is controlled by Republicans, and even if it does, overriding a presidential veto would require a two-thirds majority in both chambers, which is improbable in the current political climate [1][3] - The Democratic push for the proposal is influenced by recent inflation data, with the core PCE price index remaining at 3.2%, significantly above the Federal Reserve's target of 2%, and highlighting an 18.7% increase in import prices since the tariffs were implemented [3][5] Group 2 - Research indicates that while Trump's steel tariffs ostensibly protected 140,000 steel jobs, they resulted in a loss of 500,000 jobs in downstream manufacturing, with the cost of producing vehicles increasing by $1,200 due to tariffs [5][7] - The Tax Foundation estimates that eliminating all tariffs could provide middle-class families with an additional $1,347 annually, which could be used for various expenses, thereby framing the Democratic proposal as a means to alleviate financial burdens on voters [5][7] - In the 2024 election cycle, donations from U.S. manufacturing groups to Senate trade committee members surged to $180 million, with pro-tariff lawmakers receiving 3.2 times more funding than their opponents, indicating significant financial interests behind the tariff policies [7][11] Group 3 - The IMF reports a shift in global trade dynamics, with Asia-Pacific's trade share rising to 38.7% since the RCEP agreement, while the U.S. share in the TPP has decreased from 35% in 2016 to 28% [11][12] - The shift in production chains is evident, with companies like Toyota relocating parts production to China and Vietnam, reflecting a broader trend of supply chain migration towards Asia [12][18] - The global payment landscape is changing, with the share of the renminbi in global payments rising to 6.2% and the dollar dropping to 46.8%, indicating a growing trend of countries opting for alternatives to the dollar for trade settlements [14][24] Group 4 - The U.S. manufacturing PMI fell to 48.7 in October 2025, indicating a contraction for three consecutive months, while rising import costs due to tariffs are making it difficult for U.S. agricultural machinery to compete in South America [17][22] - China's exports to ASEAN grew by 11.8% in the first three quarters of 2025, compared to a mere 2.3% growth in exports to the U.S., showcasing China's increasing competitiveness in global markets [18][20] - The World Trade Organization noted that the U.S. share of global trade restrictions has decreased from 53% in 2018 to 28% in 2025, signaling a significant shift in global trade practices away from reliance on tariffs [27][29]

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