人民财讯11月17日电，企查查APP显示，近日，汇川新能源汽车技术(芜湖)有限公司成立，法定代表人 为李德刚，注册资本为1000万元，经营范围包含：汽车零部件研发；汽车零部件及配件制造；新能源汽 车电附件销售；电机制造；集成电路销售等。企查查股权穿透显示，该公司由联合动力（301656）全资 持股。 ...

磷酸铁锂价格回暖，技术迭代改变产能结构。在汽车制造商和电池生产商积极布局，以及全球储能需求的爆发背景下，作为电池"性价比担当"的磷酸铁锂价 格回暖，10月以来上涨约10%。不少头部企业的磷酸铁锂订单排到明年上半年，生产线持续以满负荷状态运行。同时，高压实磷酸铁锂等新技术的快速发 展，促使中游的材料企业进行技术升级和产能结构调整。 截至2025年11月17日 10:21，中证新能源汽车产业指数(930997)强势上涨1.23%，成分股容百科技(688005)上涨20.00%，天华新能(300390)上涨13.13%，盛新 锂能(002240)上涨9.46%，中矿资源(002738)，天齐锂业(002466)等个股跟涨。新能车ETF(515700)上涨1.05%，最新价报2.59元。拉长时间看，截至2025年11 月14日，新能车ETF近1周累计上涨0.75%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300750 | 宁德时代 | -3.40% | 10.10% | | 300124 | 汇川技术 | 0.15% | 8.28% | | 00 ...

Core Insights - China's CPI in October increased by 0.2% year-on-year, while the core CPI reached its highest level since March 2024, indicating effective demand expansion policies [1] - The PPI saw its first month-on-month increase of 0.1% in 2023, with a narrowing year-on-year decline [1] Industry Overview - The demand for new energy vehicles (NEVs) remains strong, with October production and sales reaching 1.772 million and 1.715 million units, respectively, marking year-on-year growth of 21.1% and 20% [2] - Cumulative production and sales from January to October reached 13.015 million and 12.943 million units, reflecting year-on-year growth of 33.1% and 32.7% [2] - The supply side is seeing continuous product launches from battery and main engine manufacturers, with positive feedback from demand and supportive policies [2] Price Trends - The industry has experienced significant price declines, but the supply-demand balance is improving, leading to price stabilization and recovery in certain segments [2] - Key materials such as lithium carbonate and lithium hexafluorophosphate are witnessing strong demand and tight supply, resulting in price increases [2] Investment Strategy - The industry is expected to see price recovery by 2025, with a focus on high-quality companies that can deliver excess returns [3] - Recommended sectors include robotics, solid-state batteries, and liquid cooling technologies [3][4] Material Recommendations - Key companies in the main materials sector include CATL, Shangtai Technology, and Hunan Youneng [4] - New directions for investment include robotics (Zhejiang Rongtai), liquid cooling (Qiangrui Technology, Shenling Environment, Feirongda, Jiebang Technology), and solid-state batteries (Shenzhen Xinxing, Haopeng Technology, Naconoer, Liyuanheng) [4] Market Performance - The performance of various indices this week includes a decline of 1.11% for the NEV index, while the lithium battery index rose by 5.57% [5] - Notable stock performances include Huasheng Lithium Battery and Haike New Source, which saw increases of 79.6% and 71.4%, respectively [5] Industry Dynamics - Lithium prices have shown an upward trend, with lithium carbonate priced at 85,200 CNY/ton, a 6.0% increase from last week [7] - The Ministry of Public Security is seeking public opinion on national standards for motor vehicle operation safety, and a factory for electric vertical take-off and landing vehicles has entered trial production in Guangzhou [7]

国信证券近日发布金属行业2026年投资策略：根据中汽协数据，10月，我国新能源汽车 月产销分别完成177.2万辆和171.5万辆，同比分别增长21.1%和20%。1~10月，我国新能源汽 车产销累计完成1301.5万辆和1294.3万辆，同比分别增长33.1%和32.7%。 以下为研究报告摘要： 需求旺盛，继续看好产业链优质企业。根据中汽协数据，10月，我国新能源汽车月产销 分别完成177.2万辆和171.5万辆，同比分别增长21.1%和20%。1~10月，我国新能源汽车产销 累计完成1301.5万辆和1294.3万辆，同比分别增长33.1%和32.7%。供给端，电池及主机厂新 品不断推出，需求端反馈积极，政策也不断发力。价格层面，产业链历经价格大幅下行，资 本开支不断收缩，供需格局不断优化，行业协会、产业链公司均在积极优化产能与供给，力 争价格保障企业盈利。整体而言，产业链价格处于底部，价格企稳回升，部分环节如碳酸 锂、六氟磷酸锂、电解液需求强劲，供给偏紧，价格进入上升阶段，看好产业链优质公司。 行业评级及投资策略： 政策持续呵护，供给端部分企业开始收缩资本开支，供需结构在边际优化，2025年产业 链价格触 ...

Core Insights - The article discusses the sales performance and customer demographics of the Galaxy M9, highlighting the challenges faced in vehicle availability and customer preferences [2][10]. Sales Performance - In a third-tier city, the dealership receives about 20 customer groups daily, with 25% specifically interested in the Galaxy M9. Last month, the dealership delivered 71 vehicles, of which only 7 were M9s, attributed to limited stock and an average waiting time of 45 days from order to delivery [2][3]. - The dealership currently has only 2 vehicles in stock, with the rest being test drive and display models [3]. Customer Demographics - The primary buyers of the M9 are males aged 30 to 55, typically from families of four or five. Many customers are small business owners or management personnel, with 70% trading in older vehicles [4][10]. - Customers who ultimately chose other vehicles often cited two main reasons: the desire to avoid waiting and a preference for the Huawei brand [7]. Competitive Landscape - The most compared models include the Deep Blue S09, AITO M7, and M8, with 60% of customers having considered the Deep Blue S09 [6]. - Customers who initially showed interest in the M9 but switched to other brands often did so due to long wait times or additional costs associated with desired features [8][10]. Customer Preferences - The most popular configurations are the mid-range 230km two-wheel drive Exploration version and the top-range 210km four-wheel drive Navigation version, together accounting for over 80% of sales. Black is the most popular color [16]. - The mid-range 230km two-wheel drive Intelligent Navigation version is the least popular due to the absence of features like a heads-up display and rear seat entertainment [16]. Customer Feedback - Customers have expressed concerns about the reliance on the central touchscreen for many functions, which can be challenging for older users [18][19]. - The estimated maintenance cost for the M9 is around 650 yuan, with a service interval of one year or 10,000 kilometers [21]. Promotions and Financing - The manufacturer offers a super trade-in policy, allowing customers to receive a 10,000 yuan subsidy without needing to own a vehicle, effectively acting as a price reduction [12]. - Financing options include a three-year, 120,000 yuan interest-free loan, which is the most popular choice among customers [14]. Special Offers - Certain professions, such as teachers and firefighters, can benefit from a 2,000 yuan customer subsidy. The installation of electric running boards, initially set to be discontinued, continues to be offered [22].

加入联盟会员▲免费领出海报告 文 / 巴九灵（微信公众号：吴晓波频道） 马来西亚，这个被称作"他乡的中国"的国度，正成为中企出海东南亚的确定性选择。 十年GDP增长40%，人均GDP位列东南亚前三，制造业占GDP比重达23.4%…… 这里有"东方硅谷"的制造实力，有巴生港的物流枢纽势能，更 有对新能源、电子电气等领域的政策倾斜与发展渴求。 在全球产业链重构的背景下，中马通过"两国双园"模式、基础设施共建、重点产业投资等，持续深化经贸合作。 中国已连续多年保持马来西亚 最大贸易伙伴。 《大华银行企业展望调查报告2024》显示， 马来西亚是未来三年内，东盟和中国企业最希望投资的国家。 华为、吉利、奇瑞、比亚迪等中国企 业纷纷在此布局，进一步印证了这片投资热土的吸引力。 为此，吴晓波频道、华商出海产业联盟与全球进出口贸易数据服务商腾道数据联合推出《2025年出海马来西亚专题报告》，从国家基本面、贸 易全景图到五大关键产业机遇，为企业提供全方位的出海指南和实战策略。 选择马来西亚 本质上是选择"确定性" 在地缘动荡、经济波动的今天，马来西亚以其稳定的地理位置、多元包容的文化，中立的政治立场和稳健的经济环境，成为难得拥 ...

出品丨虎嗅汽车组 头图丨视觉中国 注：本文由编辑李赓根据蔚来内部材料撰写 让我们先来回顾一下2025年上半年蔚来的生存境况。 那半年，蔚来销量虽仍有增长，但增速持续放缓，乐道L60销量一度"哑火"，第三品牌萤火虫也普遍不被看 好。 销量承压下，蔚来财务状况愈发严峻：上半年净亏损虽同比收窄15.9%，仍高达120.3亿元，流动资产仅剩272 亿元。 很多舆论认为，蔚来正在或已经卷入死亡螺旋，2019年的生死危机将再度上演。 但到了8月，随着乐道L90、蔚来全新ES8两款纯电大三排SUV上市并热销，形势开始变化。10月，蔚来公司共 交付40397台新车，全新ES8上市41天，交付量达到10000台，成为乐道L90之后第二个爆款旗舰车型。 全新ES8从研发到上市的过程中，乃至此前更漫长的时间里，蔚来发生了什么？ 最近，虎嗅汽车拿到了一份蔚来的内部材料，里面回顾与梳理了蔚来全新ES8——这款让蔚来绝地反击（虽然 还谈不上彻底的成功）的明星产品诞生过程。虽然材料本身带着蔚来的官方视角与素材选择偏好，但对外界来 说，仍具备相当的参考价值。 以下为正文。 蔚来希望创造"日航般的奇迹" 蔚来001号员工、产品体验副总裁李天舒 ...

11月15日，2025年火炬科技成果直通车暨"百园百校万企"成果转化对接行动在海安启幕。这场由工 信部火炬中心指导的高规格活动，聚焦锦纶纤维、电工电气等地方优势产业，不仅是科技成果转化 的"催化剂"，更是展示海安近年来探索教育、科技、人才一体化改革成效的一扇窗口。从"单打独 斗"到"系统作战"，海安正以一场深刻的系统性变革，驱动县域发展动能澎湃。 载体筑基"强引擎"，推动产学研无缝对接 "科技成果'先使用后付费'，让初创企业轻装上阵。"江苏畅州能源科技有限公司董事长李荣的感 慨，源自今年1月与南京大学海安高新技术研究院签订的能源智慧管理技术转让合同。这种模式直击科 技成果转化"成本高、周期长"的痛点，打通实验室到生产线的"最后屏障"。 推进科技成果"先尝后买"的改革实践背后，折射出海安的科技成果转化优势。为打通科技创新与产 业创新之间"最后一公里"，海安已连续12年举办"创新创业在海安""两院专家走进海安"主题活动，常态 化开展"高校海安日""企业高校院所行"等系列活动，拓展大院大所合作矩阵，让更多科技成果从"实验 台"迈向"生产线"。 不久前，南通大学高端纺织研究院内，一场关于"功能纺织品与先进纤维"的对接 ...

Core Viewpoint - The third-quarter reports of listed companies reflect the resilience and vitality of China's consumer market, indicating a structural adjustment period in the consumption sector with both challenges and opportunities [1] Overall Recovery - The consumer sector shows a steady recovery overall, but there is uneven performance across different segments. Essential consumption remains stable, while discretionary consumption is experiencing a divide [2] - Essential consumption sectors like food and beverages are performing well due to their necessity, with leading companies showing stable revenue and profit growth [2] - The liquor industry, representing traditional high-end consumption, is under pressure, with major companies like Wuliangye and Luzhou Laojiao reporting significant declines in revenue and profit [2] - In contrast, the new energy vehicle industry is thriving, benefiting from policy support and product upgrades, becoming a key growth driver in the consumer sector [2] Channel Transformation - Traditional retail companies are accelerating their online transformation, integrating online and offline channels to capture market changes, with those embracing digitalization seeing growth [3] Cost Pressures - Global commodity prices remain high, putting pressure on raw material and logistics costs, which challenges the gross margins of mid-to-low-end consumer companies [4] - Companies that optimize product structures and improve supply chain efficiency are demonstrating stronger profitability and market competitiveness [4] Structural Highlights - A number of structural highlights are emerging, driving high-quality development in consumer-related listed companies through innovation in technology, business models, and consumer scenarios [5] - In the smart home sector, companies like Ecovacs and Haier are experiencing significant profit growth, with Ecovacs reporting a 131% increase in net profit [5] - The traditional consumption sector is exploring new business models, with companies like Kweichow Moutai and Mercury Home Textiles achieving double-digit growth through innovative product offerings [6] New Consumption Scenarios - Companies are actively transforming to capture new consumption trends, with firms like Golden Dragon Fish and Miaokelando reporting substantial profit increases due to cost improvements and channel optimization [8] - The consumer market is becoming increasingly segmented, with new brands focusing on specific demographics and scenarios, such as new-style tea drinks and pet economy products [8] - Domestic brands are gaining market share and showing strong performance in sectors like sportswear and beauty products, driven by cultural confidence and supply chain advantages [8] Market Dynamics - The consumer market is undergoing structural upgrades, with recovery being uneven due to factors like income expectations and regional disparities [9] - Companies with strong brand barriers and unique market advantages are favored by capital, while those embracing new trends and product iterations can still find growth opportunities [9] - The competition is shifting from traditional versus new consumption to the operational efficiency and strategic vision of different companies within the same industry [9] High-Quality Development - The recovery trend in China's consumer market is moving from total growth to structural optimization, with companies encouraged to focus on high-quality development through innovation [10]

消费需求加快释放，升级类商品销售快速增长。10月份，全省社会消费品零售总额2673.23亿元、同比 增长4.1%，增速比上月加快0.2个百分点，高于全国1.2个百分点、领先幅度扩大0.3个百分点。1—10 月，全省社会消费品零售总额23723.16亿元、同比增长6.0%，增速高于全国1.7个百分点。 高质量发展扎实推进，现代化产业体系加快形成。制造业转型升级加快。10月份，全省规模以上高技术 制造业、工业战略性新兴产业增加值同比分别增长19.0%、16.5%，比上月分别加快2.2个、2.4个百分 点。新兴动能培育壮大。1—10月，全省高技术制造业投资同比增长6.7%，高于全省固定资产投资增速 2.2个百分点。绿色发展步伐稳健。10月份，全省规模以上节能环保产业增加值同比增长9.0%，高于规 模以上工业增加值增速1.1个百分点；规模以上工业清洁可再生能源发电量同比增长10.2%。（记者 胡 舒彤） 责任编辑： 何山 11月15日，记者从省统计局获悉，10月份，全省主要经济指标增速加快、持续高于全国平均水平且领先 优势扩大，经济运行保持稳中向好持续向好态势，经济发展实现质的有效提升、量的合理增长、势的蓄 积壮大。 ...