11月24日，江淮汽车盘中上涨2.24%，截至13:10，报49.34元/股，成交8.69亿元，换手率0.83%，总市值 1077.59亿元。 资金流向方面，主力资金净流出1493.39万元，特大单买入5148.70万元，占比5.92%，卖出7282.31万 元，占比8.38%；大单买入2.70亿元，占比31.01%，卖出2.63亿元，占比30.28%。 机构持仓方面，截止2025年9月30日，江淮汽车十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股5548.50万股，相比上期减少4517.47万股。 江淮汽车今年以来股价涨31.57%，近5个交易日跌0.56%，近20日跌6.54%，近60日跌5.48%。 责任编辑：小浪快报 今年以来江淮汽车已经1次登上龙虎榜，最近一次登上龙虎榜为6月3日，当日龙虎榜净买入-5.42亿元； 买入总计4.77亿元 ，占总成交额比9.90%；卖出总计10.19亿元 ，占总成交额比21.14%。 截至9月30日，江淮汽车股东户数17.64万，较上期增加24.81%；人均流通股12378股，较上期减少 19.88%。2025年1月-9月，江淮汽车实现营业收入309.3 ...

Core Viewpoint - The stock of Shuguang Co., Ltd. has experienced a decline of 2.23% on November 21, with a current price of 3.50 CNY per share, reflecting a significant drop in recent trading days [1] Financial Performance - For the period from January to September 2025, Shuguang Co., Ltd. achieved a revenue of 1.172 billion CNY, representing a year-on-year growth of 24.13% [2] - The company reported a net profit attributable to shareholders of -222 million CNY, showing a slight increase of 0.82% year-on-year [2] Stock Market Activity - The stock has seen a year-to-date increase of 17.45%, but has declined by 11.62% over the last five trading days and 11.39% over the last twenty days [1] - Shuguang Co., Ltd. has appeared on the stock market's "Dragon and Tiger List" three times this year, with the most recent appearance on May 6, where it recorded a net buy of -17.3098 million CNY [1] Shareholder Information - As of September 30, the number of shareholders for Shuguang Co., Ltd. reached 38,800, an increase of 17.51% from the previous period [2] - The average number of circulating shares per shareholder is 17,392, which has decreased by 14.90% compared to the previous period [2] Dividend Information - Since its A-share listing, Shuguang Co., Ltd. has distributed a total of 480 million CNY in dividends, with no dividends paid in the last three years [3]

证券之星消息，11月20日南向资金增持470.2万股广汽集团（02238.HK）。近5个交易日中，获南向资金 增持的有4天，累计净增持890.6万股。近20个交易日中，获南向资金增持的有15天，累计净增持5420.24 万股。截至目前，南向资金持有广汽集团（02238.HK）16.91亿股，占公司已发行普通股的60.11%。 广州汽车集团股份有限公司是一家主要从事汽车及相关业务的中国公司。该公司的主要业务包括研发、 整车（汽车、摩托车）、零部件、商贸与出行、能源及生态、国际化、投资与金融等业务。该公司通过 两个分部开展其业务。汽车业务及相关贸易分部包括生产及销售各种乘用车、商用车、汽车零部件及相 关贸易。其他分部主要包括生产及销售摩托车、汽车金融保险、其他金融服务及投资业务等。该公司主 要在国内外市场开展其业务。 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。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-11-20 | 16.91亿 | 47 ...

Core Points - Jianghuai Automobile's stock price decreased by 2.00% on November 20, trading at 48.98 CNY per share with a market capitalization of 106.973 billion CNY [1] - The company has seen a year-to-date stock price increase of 30.61%, but a decline of 2.27% over the past 20 days [1] - Jianghuai Automobile's main business revenue composition includes commercial vehicles (54.97%), passenger vehicles (25.10%), and others [1] Financial Performance - For the period from January to September 2025, Jianghuai Automobile reported a revenue of 30.932 billion CNY, a year-on-year decrease of 4.15%, and a net profit attributable to shareholders of -1.434 billion CNY, a significant decline of 329.43% [2] - Cumulative cash dividends since the company's A-share listing amount to 2.9 billion CNY, with 45.8642 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 24.81% to 176,400, while the average circulating shares per person decreased by 19.88% to 12,378 shares [2] - The second-largest circulating shareholder, Hong Kong Central Clearing Limited, reduced its holdings by 45.1747 million shares [3]

11月17日，中国汽车工业协会发布数据显示，2025年10月，新能源汽车出口25.6万辆，环比增长15.4%， 同比增长99.9%。2025年1—10月，新能源汽车出口201.4万辆，同比增长90.4%。 具体来看，2025年10月，汽车出口66.6万辆，环比增长2.1%，同比增长22.9%。2025年1—10月，汽车出 口561.6万辆，同比增长15.7%。 乘用车方面，2025年10月，乘用车出口57.1万辆，环比增长2.1%，同比增长22.8%。2025年1—10月，乘 用车出口477.3万辆，同比增长16.4%。 商用车方面，2025年10月，商用车出口9.4万辆，环比增长1.8%，同比增长23.5%。2025年1—10月，商用 车出口84.3万辆，同比增长11.6%。其中，10月份新能源商用车出口6000辆，环比增长20.6%，同比增长 26.7%，增速表现亮眼。 ...

2025年10月，商用车出口9.4万辆，环比增长1.8%，同比增长23.5%。1-10月，商用车出口84.3万辆，同比增长11.6%。 2025年10月，乘用车出口57.1万辆，环比增长2.1%，同比增长22.8%。1-10月，乘用车出口477.3万辆，同比增长16.4%。 2025年10月，新能源汽车出口25.6万辆，环比增长15.4%，同比增长99.9%。1-10月，新能源汽车出口201.4万辆，同比增长 90.4%。 新能源汽车月度出口量、增速 (%) 160 (万辆) 30 140 25 120 20 100 15 80 60 10 40 5 20 0 0 12月 1月 2月 3月 5月 7月 9月 11月 4月 6月 10月 8月 ==增长率 ■2024年出口量 ■ 2025年出口量 l 据中国汽车工业协会分析，10月，汽车出口连续三个月维持在60万辆以上，乘用车出口同比增速连续五个月保持20%以 上，商用车出口环比同比双增。2025年10月，汽车出口66.6万辆，环比增长2.1%，同比增长22.9%。1-10月，汽车出口561.6 万辆，同比增长15.7%。 2025年10月，传统燃料汽车出口40 ...

Core Insights - The automotive export market in China has shown strong growth, with passenger car exports maintaining a year-on-year growth rate of over 20% for five consecutive months [1] - In October 2025, total automotive exports reached 666,000 units, reflecting a month-on-month increase of 2.1% and a year-on-year increase of 22.9% [4] - The export of new energy vehicles (NEVs) has surged, with a year-on-year growth of 90.4% in the first ten months of 2025 [10] Passenger Car Exports - In October 2025, passenger car exports totaled 571,000 units, with a month-on-month increase of 2.1% and a year-on-year increase of 22.8% [2] - From January to October 2025, passenger car exports reached 4.773 million units, marking a year-on-year growth of 16.4% [3] Commercial Vehicle Exports - In October 2025, commercial vehicle exports amounted to 94,000 units, showing a month-on-month increase of 1.8% and a year-on-year increase of 23.5% [8] - For the first ten months of 2025, commercial vehicle exports totaled 843,000 units, reflecting a year-on-year growth of 11.6% [6] Traditional Fuel Vehicle Exports - In the first ten months of 2025, traditional fuel vehicle exports were 3.601 million units, which represents a year-on-year decline of 5.1% [7] - In October 2025, traditional fuel vehicle exports were 409,000 units, with a month-on-month decrease of 4.8% and a year-on-year decrease of 0.9% [9] New Energy Vehicle Exports - In October 2025, new energy vehicle exports reached 256,000 units, with a month-on-month increase of 15.4% and a year-on-year increase of 99.9% [12] - From January to October 2025, new energy vehicle exports totaled 2.014 million units, indicating a significant year-on-year growth of 90.4% [10]

Core Viewpoint - Jianghuai Automobile's stock has shown a significant increase this year, with a 30.21% rise, indicating positive market sentiment and potential growth opportunities for investors [1]. Financial Performance - For the period from January to September 2025, Jianghuai Automobile reported a revenue of 30.932 billion yuan, a year-on-year decrease of 4.15%. The net profit attributable to shareholders was -1.434 billion yuan, reflecting a substantial decline of 329.43% [2]. - The company has cumulatively distributed 2.9 billion yuan in dividends since its A-share listing, with 45.8642 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 17, Jianghuai Automobile's stock price reached 48.83 yuan per share, with a market capitalization of 106.645 billion yuan. The stock experienced a trading volume of 489 million yuan and a turnover rate of 0.46% [1]. - The stock has seen a net inflow of 4.501 million yuan from main funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of September 30, 2025, Jianghuai Automobile had 176,400 shareholders, an increase of 24.81% from the previous period. The average number of circulating shares per shareholder decreased by 19.88% to 12,378 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 55.485 million shares, which is a decrease of 45.1747 million shares compared to the previous period [3]. Business Overview - Jianghuai Automobile, established on September 30, 1999, and listed on August 24, 2001, is primarily engaged in the research, production, sales, and service of commercial vehicles, passenger vehicles, automotive chassis, and core automotive components. The revenue composition includes 54.97% from commercial vehicles, 25.10% from passenger vehicles, 11.82% from other sources, 7.67% from buses, and 0.44% from chassis [1].

2025年10月，客车产销均完成5万辆，环比分别下降8.8%和11.2%，同比分别增长13.3%和15%。在客车细分品种中，与上月 相比，中型客车产销呈两位数增长，其他两大类客车品种产销呈不同程度下降；与去年同期相比，中型客车产销呈不同程 度下降，其他两大类客车品种产销呈不同程度增长。2025年1-10月，客车产销分别完成45.4万辆和45.7万辆，同比分别增长 12.7%和13%。在客车细分品种中，与去年同期相比，三大类客车品种产销均呈不同程度增长。 智通财经APP获悉，据中国汽车工业协会分析，10月，在商用车主要品种中，与上月相比，客车和货车产销均呈不同程度 下降；与去年同期相比，客车和货车产销均呈不同程度增长。2025年10月，商用车产销分别完成36.4万辆和36.1万辆，环比 分别下降3.3%和1.9%，同比分别增长25.4%和21%。2025年1-10月，商用车产销分别完成345.6万辆和347.9万辆，同比分别 增长10.9%和9%。 2025年10月，货车产销分别完成31.4万辆和31.1万辆，环比分别下降2.3%和0.3%，同比分别增长27.6%和22.1%。，与上月 相比，重型货车和轻型货车 ...

Core Insights - Foton Motor is aiming to become a world-class commercial vehicle enterprise by 2030, with over 50% of its models being new energy vehicles and overseas sales exceeding 300,000 units [1] - The company is focusing on global industrialization investments, planning to establish over 10 industrial bases in various countries over the next five years [1][3] - Foton Motor's strategy emphasizes comprehensive internationalization, new energy, and intelligent technology, with a commitment to electric, hybrid, and hydrogen fuel vehicles [2] Group 1 - The "Drive To Great" global partner conference highlighted Foton Motor's strategic upgrade and ecosystem development towards becoming a leading commercial vehicle manufacturer [1] - The automotive industry in China is experiencing rapid development driven by industrial intelligence, digitalization, and connectivity, with new energy and intelligent driving as core competitive advantages [1] - Foton Motor's global strategy report outlines clear goals and pathways for achieving its vision by 2030 [1] Group 2 - The company is leveraging the rapid growth of the aftermarket in China, focusing on building differentiated competitiveness through a "whole vehicle + vehicle networking" approach [2] - Foton Motor's vehicle networking platform has integrated data from over 3.16 million vehicles, serving more than 4,500 logistics companies, resulting in a 10% increase in operational efficiency and a 40% reduction in accident risks [2] - The overseas business plan for 2026 includes the establishment of eight markets with over 10,000 units each, emphasizing innovation in marketing and new product promotion [3]