在智能化方面，新车基于奔驰自研的MB.OS架构打造，配备AI赋能的智能座舱，引入字节跳动豆包大模型，提供更自然的语音交互体验。同时，梅赛 德斯-奔驰与Momenta合作，为中国市场量身打造了城区及高速领航辅助驾驶系统，支持智能变道、辅助泊车等功能。 安全始终是梅赛德斯-奔驰的核心标准。全新纯电CLA标配11个安全气囊，上市前已完成超过180次实车碰撞测试。在电安全方面，车辆通过了中国电动 汽车火灾安全指数测评（整车电池穿刺测试）五星认证、NESTA整车电安全专项验证测试等多项权威认证。 11月5日，全新梅赛德斯-奔驰纯电CLA正式上市，提供奔驰纯电CLA 300 L超长续航版、奔驰纯电CLA 300 L超长续航领智版、奔驰纯电CLA 300 L超长 续航冠军限量版（100台限量发售）3款车型选择，全国统一的上市专享价分别为人民币249,000元、285,600元和299,900元。 北京梅赛德斯-奔驰销售服务有限公司总裁兼首席执行官段建军表示："作为梅赛德斯-奔驰为中国客户倾力打造的全新纯电豪华力作，全新奔驰纯电 CLA在设计、能效、智能、安全等各个维度上为客户带来全新升级的体验。传承了奔驰轿跑之美，全新奔驰 ...

Company News - BeiGene reported total revenue of approximately $3.845 billion for the first nine months, a year-on-year increase of 43%. Adjusted net profit was approximately $693 million, marking a return to profitability. In Q3, revenue reached $1.412 billion, up 41% year-on-year, with adjusted net profit of approximately $304 million, a 489% increase year-on-year. The growth is primarily attributed to the sales increase of BeiYueZe® in the US and Europe, with the US remaining the largest market for the company. The full-year revenue guidance is set at $5.1 billion to $5.3 billion, reflecting strong growth expectations from BeiYueZe® in the US and continued expansion in Europe and other key global markets [2] - Yidu International Holdings announced an earnings upgrade, expecting a profit attributable to shareholders of approximately HKD 1.2 billion for the first half, representing an increase year-on-year [3] - Hua Hong Semiconductor reported sales revenue of $635 million for Q3 2025, a year-on-year increase of 20.7%. However, net profit decreased by 42.6% to $25.725 million [4] - Autohome's net profit attributable to the parent company for Q3 was approximately RMB 436.6 million, with online marketing and other business revenues increasing by 32.1% year-on-year [5] - Xinyi International reported a cumulative net operating income of approximately HKD 13.981 billion for the first ten months, a year-on-year decrease of about 5.3%, with October revenue at HKD 1.457 billion [6] - Dongfeng Motor Group's cumulative vehicle sales for the first ten months reached 1.501 million units, a year-on-year decline of approximately 1.6%. However, sales of new energy vehicles increased by approximately 37.1% to 421,400 units [7] - China Overseas Land & Investment reported a cumulative contracted property sales amount of approximately RMB 189.165 billion for the first ten months, a year-on-year decrease of 21.3% [8] - Poly Property Group reported a cumulative contracted sales amount of RMB 43.8 billion for the first ten months, a year-on-year decrease of 10.43% [9] - Gemdale reported a cumulative contracted sales amount of approximately RMB 9.125 billion for the first ten months, a year-on-year decrease of 43.93% [10] - Sunac China reported a cumulative contract sales amount of approximately RMB 32.77 billion for the first ten months, a year-on-year decline of 25.1% [11] - Guoyin Financial Leasing plans to purchase 1,198 units of domestic information technology computing equipment for a total consideration of RMB 1.04 billion [12] - Youjia Innovation recently received project designation notifications from a globally renowned automotive group's joint venture and luxury brand, with a total order amount of approximately RMB 320 million [13] - Swire Properties reported a rental rate of 96% for Taikoo Place in Q3, with a rental reduction of 13%. Other Swire properties had an occupancy rate of 90%, with a rental reduction of 15% [14] - Zhongshen Construction Industry plans to acquire 100% equity of Huajian Development Co., Ltd. for approximately HKD 213.6 million [15] - Hard Egg Innovation signed a memorandum of understanding with Huixin Investment to jointly develop an AIoT innovation enterprise incubation platform [16] - Damai Entertainment expects mid-term net profit to increase to no less than RMB 500 million, compared to RMB 337 million last year [17] - Cafe de Coral Group issued a profit warning, expecting mid-term profit attributable to shareholders to decline by 65% to 70% [18] - Qingci Games signed a game licensing transfer agreement with Disney, obtaining authorization to develop and publish the game "Disney: Book of Legends," expected to launch in 2026 across various regions [19] - Now Medical Technology's subsidiary signed a strategic cooperation framework agreement with Medtronic Changzhou to promote clinical applications of real-time navigation tracking endoscopic technology in China [19] - Zhaoke Ophthalmology-B signed a distribution agreement with PT FERRON for the commercialization of BRIMOCHOL PF in Indonesia, receiving an upfront payment and potential milestone payments [19] - Shoujia Technology signed a strategic framework cooperation agreement with Stardust Intelligence, covering the development of humanoid robot tendon and related fields [20] Buyback Dynamics - Helen's decided to exercise its share buyback authorization, planning to repurchase up to 127 million shares [21] - China Feihe repurchased 6.806 million shares for a total of approximately HKD 29.4298 million, with a buyback price of HKD 4.29 to HKD 4.35 [22] - Kintor Pharmaceutical repurchased 1.734 million shares for a total of approximately HKD 26.3078 million, with a buyback price of HKD 14.35 to HKD 15.8 [23] - COSCO Shipping Holdings repurchased 1.53 million shares for a total of approximately HKD 20.9869 million, with a buyback price of HKD 13.57 to HKD 13.84 [24] - Sinopec repurchased 2.398 million H-shares for a total of approximately HKD 10.1066 million, with a buyback price of HKD 4.20 to HKD 4.23 [25]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月6日消息，荷兰安世昨晚发表声明称， 由于其在中国的子公司拒绝支付货款，公司已暂停向其中国 工厂供应晶圆！ 荷兰安世 表示，中国子公司拒绝支付运往其工厂的晶圆货款"并非个案"。指控中国子公司在无正当理 由或无正当解释擅自使用 安世 中国实体的公司印章；开设未经授权的银行账户，并指示客户将款项汇 入这些账户；还向客户、分包商、第三方供应商和员工发送包含虚假信息的未经授权的信件。 此外， 荷兰安世 表示对美国当局暂停实施所谓的"关联方规则"一年表示欣慰。该规则曾将美国出口管 制限制扩大至由美国实体清单上的实体持有50%或以上股份的实体。 对于张学政复职CEO的传闻和猜测， 荷兰安世 表示，公司确认，根据2025年10月7日企业法庭的裁决， 张学政已被暂停董事职务。因此，张学政不再担任 荷兰安世 的CEO。 另据报道，由于安世半导体的芯片供应短缺，日产汽车将从下周起削减其在日本最畅销的SUV车型 Rogue的产量。 报道中提到，日产计划从11月10日开始的一周内，在其位于日本西南部九州的工厂减产约90 ...

Core Viewpoint - The initial public offering (IPO) of Seres (赛力斯) on the Hong Kong Stock Exchange did not attract significant investor enthusiasm, despite being the largest automotive IPO in Hong Kong this year, with a total market capitalization of HKD 229.1 billion [2][3]. Group 1: IPO Performance - On November 5, Seres officially listed on the Hong Kong Stock Exchange, with its stock price experiencing significant volatility, opening at HKD 128.9 per share, down 1.98% from the issue price, and at one point dropping by 9% before closing at HKD 131.5, equal to the issue price [2]. - The total market capitalization of Seres at the close was HKD 229.1 billion, making it the second-largest automotive company by market cap in Hong Kong, following BYD [2]. Group 2: A-Share Performance - On the same day, Seres' A-shares (601127) fell by 5.56%, closing at CNY 146.03 per share, with a total market capitalization of approximately CNY 238.5 billion [3]. Group 3: Fundraising and Financials - Seres raised a total of HKD 142.8 billion through its IPO, breaking the previous record set by Chery Automobile for the largest automotive IPO in Hong Kong this year [4]. - The company has been in a continuous loss for four years prior to 2024, but is projected to achieve profitability in 2024, with revenue expected to surge from over CNY 300 billion to CNY 145 billion, resulting in a profit of nearly CNY 6 billion [4]. - In the first three quarters of this year, Seres reported a revenue of CNY 1105.34 billion, a year-on-year increase of 3.67%, and a net profit attributable to shareholders of CNY 53.12 billion, up 31.56% [5]. Group 4: Sales Performance - Despite the anticipated growth, Seres faced sales pressure, with total sales in the first three quarters of this year at 340,700 units, a year-on-year decline of 7.79%, and sales of new energy vehicles down by 3.82% [4].

43 个月达成百万销量、单车均价 39 万元，鸿蒙智行量价齐升。 今年经常看到车企高层往返华为坂田基地的报道，从年初的小鹏汽车 CEO 何小鹏到最近的奇瑞董事 长尹同跃，多家车企一把手陆续造访。六年前，华为初入汽车圈时还被视作潜在对手，如今已有超过 20 家车企与其达成深度合作，其中包括国央企、头部自主品牌和传统豪华品牌。 车企态度的转变源自鸿蒙智行的表现。10 月底，鸿蒙智行宣布达成百万交付量，用时 43 个月。相比 理想用时 58 个月，零跑的 75 个月，鸿蒙智行最快达成目标。而经过三年多探索，鸿蒙智行的品牌矩 阵初步成型：问界成为销量主力，智界、享界、尊界和尚界则在不同细分市场完善布局。 规模迅速扩大的同时，鸿蒙智行的单车当月成交均价达到 39 万元，进入宝马、奔驰、奥迪（BBA） 等传统豪华品牌的价格区间。而它与以 BBA 为代表的传统豪华品牌的竞争，也从分食份额进入正面 较量的新阶段。面对市场压力，BBA 在中国市场普遍降价以稳定销量，部分主力车型及新推出的电动 车优惠幅度较大，今年上半年，三大品牌的营收与利润均不同程度下滑。 过去六年，华为尝试三种模式切入汽车产业，一是华为智能汽车解决方案 BU ...

11月6日，东风股份（600006）发布10月份产销数据快报，当月，整体汽车合计的产量为6536辆，去年同期为9088辆；销量为7336辆，去年同期为11032 辆。其中，客车单月的销量仅为397辆。 另外，东风股份已连续三个季度营业收入下滑。 今年第一季度、第二季度、第三季度，公司分别实现营业收入26.28亿元、24.03亿元和19.8亿元，同比降幅分别为20.03%、4.32%和9.22%，环比降幅分别 为11.17%、8.58%和17.59%，无论是同比还是环比均为下降趋势。 | 车型类别 | | | 产量 | | | | | 销量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年 同期 | 本年累计 | 去年同 期累计 | 景计增 減幅度 (%) | 本月 | 去年 同期 | 本年累计 | 去年同 期累计 | 累计增 減幅度 (%) | | 商 轻型货车 | 6.016 | 8, 336 | 84, 852 | 107, 186 | -20. 84 | 6.805 | 9, 929 ...

Investment Rating - The investment rating for the company is "Buy" [5][9]. Core Views - The company reported a revenue of 56.627 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 12.75%. However, the net profit attributable to shareholders decreased by 7.55% to 2.333 billion yuan [1][5]. - The sales of new energy vehicles (NEVs) showed steady growth, with a total of 3,260,146 units sold in the first three quarters of 2025, marking an 18.64% increase year-on-year [1][2]. - The company is accelerating its global expansion, with total global sales exceeding 3.7 million units in the first ten months of 2025, and overseas sales of NEVs reaching 785,000 units [2]. - Research and development (R&D) expenses increased by 31.3% to 4.375 billion yuan, accounting for 7.7% of revenue, driven by higher internal R&D investments [2]. Summary by Sections Financial Performance - For Q3 2025, the company achieved a revenue of 19.498 billion yuan, a decrease of 3.05% year-on-year, and a net profit of 0.782 billion yuan, down 32.60% [1][5]. - The projected revenue for 2025-2027 is expected to reach 836.63 billion yuan, 993.4 billion yuan, and 1,159.55 billion yuan, with growth rates of 7.7%, 18.7%, and 16.7% respectively [3][8]. Profitability Forecast - The forecasted net profit for 2025-2027 is expected to be 35.35 billion yuan, 47.43 billion yuan, and 58.57 billion yuan, with growth rates of -12.2%, 34.2%, and 24% respectively [3][8]. Valuation Metrics - The current price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are projected to be 24.7x, 18.4x, and 14.9x respectively [3][8].

11月6日，日产计划出售位于横滨的总公司大楼给敏实集团，作价970亿日元(约合45亿元人民币)。 日产认为，北美地区和中国地区销量势头较有亮点。其中，北美地区2025财年第二季度销量增长势头强 劲，是日产全球销量中唯一出现正增长的地区。而中国地区，在日产N7车型的推动下，整体销量数据 同比出现增长。 复苏日产计划仍在进行。 据悉，日产出售总部大楼为该公司实施Re:Nissan计划的重要一环，这笔资金将用于改善日产的财务状 况，相关出售手续将于今年12月完成，出售后日产公司仍将继续使用总部大楼，但需按期缴纳租金。 根据日产汽车发布的2025财年第二季度财报，当季度，日产销售净额2.87万亿日元，预估2.86万亿日 元；净亏损1061.6亿日元，预估亏损1139.8亿日元。 上述财报显示，日产汽车2025财年第二季度全球销量从80.9万辆，下降至77.3万辆，同比跌幅4.5%。分 区域看来，2025财年第二季度，日产汽车中国地区销量下降至15.8万辆，同比下降了8.1%；日本地区销 量下降至9.8万辆，同比跌幅达20.8%；北美地区销量从29.9万辆提升至31.9万辆，同比增幅6.7%；欧洲 地区销量下降至7.2 ...

今年有3个城市可能将突破万亿元，分别是温州、徐州和大连 烟台统计局发布，前三季度，第一产业增加值414.66亿元，同比增长3.9%；第二产业增加值3412.31亿 元，增长8.8%；第三产业增加值4396.55亿元，增长4.7%。可见，烟台第二产业对经济较快增长起到了 支撑作用。 其中，烟台的工业生产势头强劲。前三季度，烟台规模以上工业增加值同比增长13.9%。全市规上工业 增加值总量前十大行业"9升1降"，合计拉动规上工业增加值增长14.1个百分点。其中，化学原料和化学 制品制造业增长44.5%，计算机、通信和其他电子设备制造业增长11.8%。 石化化工产业是烟台的支柱产业，沿黄渤海南岸重点布局裕龙石化产业园、烟台化工产业园、万华新材 料低碳产业园3大千亿级园区，官方发布显示，预计到2026年末，3大园区新增投资将突破4000亿元，总 产值将突破5000亿元。 实际上，工业较快增长是万亿GDP城市经济实现较快增长的重要支撑因素。 随着各地统计局数据的陆续发布，经济总量排名前30位的城市今年前三季度的"成绩单"全部揭晓。 11月6日，无锡市统计局发布，前三季度全市实现地区生产总值（GDP）11885.74亿元 ...

当地时间11月6日，日产汽车公司发布2025财年半年报（4月至9月），公司净亏损为2219.21亿日 元。去年同期为盈利192.23亿日元。 当地媒体指出，美国特朗普政府高关税政策给日产汽车带来压力。日产在日本和美国等地的销售持续低 迷。 日产汽车当天发布的另一条消息称，将以970亿日元、约合45亿元人民币的价格出售位于神奈川县横 滨市的日产汽车全球总公司大楼，出售后将以租借的形式继续使用该建筑。 据今年5月央视新闻的报道，日产汽车公司此前宣布，包括去年11月公布的裁员9000人的计划在内， 到2027财年（2027年4月至2028年3月），在日本国内外共裁员2万名员工，约占该公司员工总数的 15%；到2027财年为止，将把该公司全球工厂数从17家缩减到10家。 来源｜央视新闻 编辑｜钉钉 ...