Company Developments - Ansys China issued a notice to clients stating that the claims made by Nexperia Netherlands regarding the local management's failure to comply with contract payment terms are completely unfounded and maliciously defame Ansys China's management. Ansys China asserts that it has not defaulted on any obligations; rather, Nexperia Netherlands currently owes ATGD a total of 1 billion RMB [2] - BYD reported that its new energy vehicle sales reached 3,701,852 units in the first ten months, marking a year-on-year increase of 13.88%. In October, the total installed capacity of new energy vehicle power batteries and energy storage batteries was approximately 27.362 GWh, with a cumulative total of about 230.613 GWh [6] - Seres announced that its new energy vehicle sales in October were 51,456 units, reflecting a year-on-year increase of 42.89%. The cumulative sales for the year reached 356,085 units, showing a year-on-year growth of 0.95% [6] - Betta Pharmaceuticals has reached a strategic cooperation agreement with Shengsi Bio, acquiring exclusive general agency rights for a recombinant coagulation factor product [6] - OpenAI has officially lifted the invitation code restrictions for its AI video generation tool Sora 2, making it available for download to users in the United States, Canada, Japan, and South Korea. Users can now access it directly through the Apple App Store and log in using their ChatGPT accounts [6] Industry Insights - The China Securities Association reported that as of October 31, a total of 5,446 listed companies in China's domestic stock market disclosed their Q3 2025 reports. The data shows that in the first three quarters, these companies achieved a total operating income of 53.46 trillion RMB and a net profit of 4.70 trillion RMB, representing year-on-year growth of 1.36% and 5.50%, respectively [4] - The A-share market has maintained a strong performance since October, with foreign institutional research remaining active. Companies such as Huaming Equipment, United Imaging Healthcare, Lens Technology, and others have garnered high attention from foreign investors, particularly in high-growth sectors like AI, robotics, and high-end manufacturing [4][5] - The overall trend for November is expected to remain upward, with brokerages favoring sectors such as technology and energy resources. The focus is on low-valuation sectors with profit recovery expectations, while technology growth remains a key area for investment [5]

Core Viewpoint - BYD reported a total of 441,706 electric vehicle sales in October, with a cumulative sales figure of 3,701,852 units from January to October, reflecting a year-on-year growth of 13.88% [1] Sales Performance - October sales of new energy vehicles reached 441,706 units [1] - Cumulative sales from January to October amounted to 3,701,852 units, showing a year-on-year increase of 13.88% [1] Export and Production Capacity - BYD plans to export a total of 83,904 electric vehicles by October 2025 [1] - The total installed capacity of electric vehicle power batteries and energy storage batteries is approximately 27.362 GWh for October 2025 [1] - The cumulative installed capacity by 2025 is projected to reach about 230.613 GWh [1]

Major Events - Vanke A signed a framework agreement with its largest shareholder, Shenzhen Metro Group, for a loan facility of up to 22 billion yuan, which includes existing loans without collateral and future borrowings [4] - Betta Pharmaceuticals reached a strategic cooperation with Shengsi Biotech, acquiring exclusive distribution rights for a long-acting recombinant factor VIII product in Greater China [5] - Taotao Automotive submitted an application for H-share listing on the Hong Kong Stock Exchange, with the issuance subject to regulatory approval [6] - Nenghui Technology established a joint venture with Zhejiang Lisan, investing 10 million yuan to capitalize on opportunities in computing power and new energy [7] - Weiming Environmental was selected as a supplier for an environmentally friendly waste-to-energy project in Indonesia, pending further partnership selection processes [8] Performance Overview - Seres reported October 2025 sales of 54,384 vehicles, with 51,456 being new energy vehicles, marking a year-on-year increase of 42.89% [9] - BAIC Blue Valley's subsidiary saw a 112.02% year-on-year increase in October sales, totaling 30,542 vehicles [10] - Changan Automobile's new energy vehicle sales in October increased by 36.14%, contributing to a cumulative sales growth of 60.58% for the year [11] - Great Wall Motors reported October sales of 143,100 vehicles, a 22.5% year-on-year increase [12][13] - BYD exported 83,904 new energy vehicles in October, with a total battery installation of approximately 27.362 GWh for the month [14] Shareholding Changes - Jinmo Technology announced that its shareholder, Gaoxin Investment, plans to reduce its stake by up to 3% [15] - Yongzhen Co., Ltd. disclosed that two shareholders intend to reduce their holdings by a maximum of 3% [16] - Huafeng Measurement Control's controlling shareholder plans to reduce its stake by up to 2% [17] - Rongqi Technology's employee strategic placement plan intends to reduce its holdings by up to 1.32% [18] - Jinli Permanent Magnet's directors and executives plan to collectively reduce their holdings by up to 0.15% [19] Major Contracts - ST Yifei signed an overseas procurement order worth approximately 190 million yuan, representing 27.46% of its audited revenue for 2024 [21] - Lanjian Intelligent signed a daily operational contract worth 138 million yuan [22] - Jingye Intelligent won a bid for a process equipment project valued at 134 million yuan [23] - Daye Intelligent's subsidiary signed a bareboat charter contract for two vessels, with total rental income estimated at approximately 48.73 million USD over 1,095 days [24]

Core Viewpoint - BYD reported a total of 441,706 electric vehicle sales in October, with a cumulative sales figure of 3,701,852 units from January to October, reflecting a year-on-year growth of 13.88% [1] Group 1: Sales Performance - In October, BYD's sales of new energy vehicles reached 441,706 units [1] - From January to October, the cumulative sales of new energy vehicles amounted to 3,701,852 units, showing a year-on-year increase of 13.88% [1] Group 2: Export and Production Capacity - BYD plans to export a total of 83,904 new energy vehicles by October 2025 [1] - The total installed capacity of new energy vehicle power batteries and energy storage batteries is approximately 27.362 GWh for October 2025, with a cumulative installed capacity of about 230.613 GWh by the same date [1]

注： 網站：http://www.bydglobal.com 自願公告 2025年10月產銷快報 此乃比亞迪股份有限公司（「本公司」）作出的自願公告。 本公司董事會謹此宣佈，本公司於2025年10月產、銷量詳細如下（單位：輛）： | | | | 產量 | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | 新能源汽車 | 429,808 | 536,134 | 3,643,377 | 3,297,044 | 10.50% | 441,706 502,657 | 3,701,852 | 3,250,532 | 13.88% | | －乘用車 | 424,174 | 534,003 | 3,595,640 | 3,283,439 | 9.51% | 436,856 500,526 | 3,655,718 | 3,236,927 | 12.94% | | －純電動 | ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示概 不就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 比亞迪股份有限公司 BYD COMPANY LIMITED （在中華人民共和國註冊成立的股份有限公司） （股份代號：01211（港幣櫃台）及：81211（人民幣櫃台）） 1 | | 產量 | | | | | 銷量 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | －商用車 | 3,546 | 1,823 | 42,103 | 11,474 | 266.94% | 3,210 | 1,823 | 41,284 | 11,474 | 259.80% | | －客車 | 375 | 306 | 3,706 | 3,318 | 11.69% | 375 | 3 ...

Core Viewpoint - BYD continues to demonstrate robust growth in the electric vehicle sector, with particularly strong performance in overseas markets [2][4]. Sales Performance - In July, BYD's total sales of new energy vehicles reached 344,296 units, a slight increase of 0.56% compared to 342,383 units in the same month last year [2][3]. - Cumulative sales for the first half of the year amounted to 2,490,250 units, reflecting a year-on-year growth of 27.35% [2][3]. Vehicle Categories - Passenger vehicle sales in July totaled 341,030 units, with pure electric models accounting for 177,887 units, up from 130,000 units year-on-year [2][3]. - Plug-in hybrid vehicle sales were 163,143 units, down from 210,799 units in the same period last year [2][3]. - Commercial vehicle sales saw significant growth, with July sales reaching 3,266 units, a substantial increase of 106.19% year-on-year [2][3]. Export and Global Strategy - In July, BYD exported 80,737 new energy vehicles, highlighting the effectiveness of its globalization strategy [2][4]. Battery Installation - The total installed capacity of power batteries and energy storage batteries in July was approximately 22.35 GWh, with a cumulative installation of 156.876 GWh in 2025, supporting the global green energy transition [3].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示概 不就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 比亞迪股份有限公司 BYD COMPANY LIMITED （在中華人民共和國註冊成立的股份有限公司） （股份代號：01211（港幣櫃台）及：81211（人民幣櫃台）） 網站：http://www.bydglobal.com 自願公告 2025年7月產銷快報 此乃比亞迪股份有限公司（「本公司」）作出的自願公告。 本公司董事會謹此宣佈，本公司於2025年7月產、銷量詳細如下（單位：輛）： | | | | 產量 | | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | 新能源汽車 | 317,892 | 320,852 | 2,454,925 | ...

1 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示概 不就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 比 亞 迪 股 份 有 限 公 司 BYD COMPANY LIMITED （在中華人民共和國註冊成立的股份有限公司） （股份代號：01211（港幣櫃台）及：81211（人民幣櫃台）） 網站：http://www.bydglobal.com 自願公告 2025年1月產銷快報 此乃比亞迪股份有限公司（「本公司」）作出的自願公告。 本公司董事會謹此宣佈，本公司於2025年1月產、銷量詳細如下（單位：輛）： | | | | 產量 | | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | 新能源汽車 | 327,864 | 205,588 | 3 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示概 不就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 1 | | | | 產量 | | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | －商用車 | 3,662 | 525 | 17,267 | 10,704 | 61.31% | 2,801 | 525 | 16,406 | 10,646 | 54.10% | | －客車 | 449 | 391 | 4,205 | 3,900 | 7.82% | 449 | 391 | 4,205 | 3,900 | 7.82% | | －其他 | 3,213 | 134 | 13,062 | 6,804 | 91.98% | 2,352 | 134 | 1 ...