曾几何时，美国是中国工业化的标尺。从制度到科技，从管理到市场，中国都在"以美为镜"。这一阶段没错，因为那是成长必须经历的阶段。要追上世界， 先得学世界。可现在，中国已经不需要再活在美国的影子里。 为什么这么说？看数据。高盛的分析指出，中国与"一带一路"沿线国家的贸易占比在五年内从三成出头升至近一半。这是结构性变化，不是短期波动。这意 味着中国正逐步淡出"美欧中心"的贸易格局，把资源和精力放到那些真正想合作、能合作、愿意共赢的新兴市场。 美国市场当然依旧庞大，但它不再是唯一。过去，中国的出口以纺织、玩具、鞋帽这些低附加值产品为主，如今出口的主角变成了电动汽车、光伏设备、储 能系统和人工智能产品。这不是量变，而是质变。过去靠美国买单，如今靠技术赚钱。过去出口的是生产力的"汗水"，现在输出的是产业链的"智慧"。 有句话最近在金融圈传得很响——"美国对中国越来越不重要了。"这不是一句空话，而是高盛在最新报告中得出的结论。看似简单，其实分量极重。这意味 着中美之间那种过去几十年形成的经济依附关系，正在发生根本变化。 一个最直观的例子：二十年前，中国要用十亿件衬衫换一架波音飞机；如今，中国用一辆电动车换的是欧洲的市场规则 ...

11月5日，大众汽车集团在第八届进博会上宣布，其旗下软件公司CARIAD与地平线成立的合资公司酷 睿程，将在中国自主设计与研发系统级芯片（SoC）。该芯片预计将在未来3~5五年内量产交付，拥有 单颗500~700TOPS算力。CARIAD中国CEO韩三楚表示，自研芯片是一次战略性投资，金额约为2亿美 元。 （文章来源：第一财经） ...

八年来，广汽埃安已积累了180万家庭用户，累计行驶里程突破1560亿公里，深厚的用户基础，助推其 快速成为纯电头部品牌。广汽埃安在广汽集团（601238）"番禺行动"计划引领下，通过引入IPD与IPMS 等先进管理体系，将用户的需求融入产品定义、研发制造到服务体验全链路，入局增程赛道，推出埃安 i60。 广汽埃安依托EV+ICV全栈自研体系，构建了覆盖舒适、智能与安全的全方位技术优势。埃安i60搭载了 广汽集团最新星源增程技术，将有效解决增程车型"亏电油耗高、加速慢、噪音大"三大用户痛点。 埃安i60搭载的1.5ATK发动机采用广汽自研的火山型燃烧系统，实现3.73kWh/L的油电转化效率，度电 里程达7.2km，配合全域AI能量管理系统，整车节油率达15%，亏电油耗仅5.5L/100km，纯电续航提升 15%。低能耗的同时，该车兼顾高性能，搭载的增程器平台持续发电功率达85kW，可在150km/h的时速 持续行驶，180kW电驱功率处于同级领先水平。在静音方面，埃安i60怠速充电时车内噪音仅40分贝。 针对用户的"补能焦虑"，广汽埃安(广汽能源)正构建全国补能生态，截至10月15日，其自营充电桩已突 破2万 ...

证券之星消息，海马汽车11月5日涨停收盘，收盘价8.79元。该股于9点30分涨停，未打开涨停，截止收 盘封单资金为3.04亿元，占其流通市值2.11%。 | Un | | --- | | 近5日 日资金流向 | 11月5日的资金流向数据方面，主力资金净流入3807.8万元，占总成交额7.24%，游资资金净流出 3278.86万元，占总成交额6.23%，散户资金净流出528.94万元，占总成交额1.01%。 该股为海南概念，共享经济，新能源汽车概念热股，当日海南概念概念上涨5.04%，共享经济概念上涨 1.65%，新能源汽车概念上涨1.63%。 近5日资金流向一览见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 日期 | | | | | 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-05 | 8.79 10.01% | | 3807.80万 | 7 ...

Core Viewpoint - The Aion UT Super 1 vehicle has officially rolled off the production line at GAC Aion's Changsha Intelligent Eco-Factory, with a formal launch scheduled for November 9 [1] Group 1: Vehicle Launch and Features - The Aion UT Super 1 is being promoted as a "national good car" and represents a significant milestone for GAC Aion [1] - The vehicle showcases its exterior design, manufacturing processes, battery technology, and battery swapping details for the first time [1] Group 2: Manufacturing Excellence - The Changsha Intelligent Eco-Factory employs several globally leading "lighthouse processes" in the production of the Aion UT Super [1] - The factory utilizes industry-leading one-piece hot-formed double-door ring technology, enhancing side stiffness and collision safety [1] - Laser spiral welding technology has improved welding efficiency by over 40% through single-sided welding capabilities [1] - The integration of AI machine vision and 3D detection systems allows for precise monitoring of all components, complemented by non-destructive testing methods such as laser radar measurement and 3D visual inspection [1]

Core Viewpoint - JD.com has officially launched its first vehicle, the Aion UT Super, marking a significant step in its automotive venture and showcasing advanced manufacturing and battery technology [2][4]. Group 1: Vehicle Launch and Features - The Aion UT Super was unveiled on November 5, with pre-sales and test drives starting the same day, and the official release scheduled for November 9 [4]. - The vehicle features a high-strength steel-aluminum hybrid body, with 28% of the body made from 1500MPa submarine-grade hot-formed steel, ensuring a comprehensive protection system [6]. - It is equipped with a 500 km range and a 2750 mm wheelbase, and is the first vehicle to feature the "GAC Huawei Cloud Car Machine" [10]. Group 2: Manufacturing and Sales Strategy - The Aion UT Super is produced at GAC Aion's intelligent ecological factory in Changsha, which adheres to top global manufacturing standards [4]. - JD.com leverages its supply chain advantages and consumer insights from over 700 million users to meet consumer demands effectively [10]. - The vehicle is marketed as an affordable option for consumers, aiming to satisfy over 90% of daily commuting needs [10]. Group 3: Market Engagement and Consumer Interaction - The auction for the first "National Good Car" model attracted over 260,000 participants, with a final bid of 78.19 million yuan [9]. - JD.com has established a comprehensive offline service network with over 3,000 service stores to support after-sales service [10].

Core Viewpoint - JD.com officially launched its first "National Good Car," the Aion UT Super, on November 5, showcasing its design, manufacturing process, battery technology, and battery swapping details [2][4]. Group 1: Product Launch and Features - The Aion UT Super will officially be released on November 9, with pre-sales and test drives starting on the same day. Customers can now reserve the vehicle on JD.com and enjoy benefits such as E-card subsidies and free car washes [4]. - The vehicle features a high-strength steel-aluminum hybrid body, with 28% of the body made from 1500MPa submarine-grade hot-formed steel, and utilizes a hot-formed door ring process similar to that of Tesla's Cybertruck [6]. - The Aion UT Super is equipped with a 500 km range and a 2750 mm wheelbase, and it is the first vehicle globally to feature the "GAC Huawei Cloud Car Machine" [9]. Group 2: Manufacturing and Sales Strategy - The Aion UT Super is produced at GAC Aion's intelligent ecological factory in Changsha, which meets top global manufacturing standards and excels in smart, digital, and environmentally friendly capabilities [4][6]. - JD.com leverages its extensive consumer insights from over 700 million users and targeted surveys to capture consumer demands, ensuring a one-stop shopping experience with high-standard configurations [10]. - The vehicle adopts a battery rental model, allowing consumers to enjoy rapid battery swapping in 99 seconds and a long range of 500 km, making it accessible to the mainstream market [10].

分析指出，丰田经营利润的短期下滑主要受全球市场竞争加剧、原材料成本波动以及为推动电动化转型 而增加的研发投入等因素影响。 营收方面，丰田第二财季销售净额为12.38万亿日元（约合5739.24亿元人民币），较去年同期增长 8.2%，显示出其全球市场销售规模保持稳健扩张。 尽管单季经营利润出现下滑，丰田对2026财年（2025年4月至2026年3月）的整体表现仍持乐观态度，并 上调了全年业绩预期。公司目前预计全年经营利润将达到3.40万亿日元（约合1576.21亿元人民币），高 于此前预测的3.20万亿日元；预计全年净利润为2.93万亿日元（约合1358.32亿元人民币），也高于原先 预估的2.66万亿日元；同时，全年销售净额预期从48.50万亿日元上调至49.00万亿日元（约合2.27万亿元 人民币）。 【CNMO科技消息】近日，丰田汽车公布了2026财年第二财季（截至2025年9月30日）的财务报告。数 据显示，该季度公司经营利润为8395.5亿日元（约合389.21亿元人民币），同比大幅下降27%。尽管核 心业务盈利承压，但公司当季净利润达到9320.8亿日元（约合432.1亿元人民币），同比增长62%， ...

丰田汽车(TM.US)公布了其截至9月30日的2026财年第二季度业绩。财报显示，丰田Q2营收为12.38万亿日元，较上年 同期的11.44万亿日元增长8%;营业利润为8396亿日元，较上年同期的1.16万亿日元下滑27%，为连续第二个季度同比 下滑，且不及分析师普遍预期的8631亿日元;净利润为9320亿日元，较上年同期的5737亿日元增长62%。 | (Ref.) Consolidated Financial Summary (3 months) | | | TOYOTA | | --- | --- | --- | --- | | (billions of yen) | 2024.7-9 | 2025.7-9 | Change | | Sales Revenues | 11,444.5 | 12,377.4 | +932.8 | | Operating Income | 1,155.7 | 839.5 | -316.2 | | Margin | 10.1% | 6.8% | | | Other Income | -295.9 | 386.4 | +682.3 | | Share of Profit (Lo ...

Core Viewpoint - Weichai Power (02338) shows strong financial performance in Q3 2025, with significant revenue and profit growth, driven by robust demand in the heavy truck industry and advancements in new energy systems [1] Financial Performance - For the first three quarters of 2025, Weichai Power achieved revenue of approximately 170.57 billion yuan, a year-on-year increase of 5.32% [1] - The net profit attributable to shareholders for the same period was about 8.88 billion yuan, reflecting a year-on-year growth of 5.67% [1] - In Q3 2025 alone, the company reported revenue of 57.4 billion yuan, marking a year-on-year increase of 16.1% [1] - The net profit for Q3 2025 reached 3.23 billion yuan, showing a year-on-year growth of 29.5% [1] Industry Insights - Guohai Securities noted that the heavy truck industry is experiencing strong demand in Q3 2025, with natural gas penetration rates showing month-on-month recovery [1] - The revenue growth of 16.1% in Q3 2025 and a non-recurring net profit growth of 26.7% are attributed to this favorable industry environment [1] Business Segments - The new energy power systems and AIDC large-bore engine segments have seen rapid growth in the first three quarters of 2025 [1] - Revenue from the new energy power systems reached 1.97 billion yuan, representing an impressive year-on-year increase of 84% [1] - Sales of large-bore engines surpassed 7,700 units, reflecting a growth of over 30% year-on-year, with data center-related product sales exceeding 900 units, up more than threefold [1]