每经记者｜孙桐桐 每经编辑｜余婷婷 10月10日晚间，上海市商务委员会公布了关于调整2025年上海市汽车以旧换新补贴活动规则的公告。 公告显示，自10月13日至12月31日（以《机动车销售统一发票》载明的开票日期为准），按照"个人消费者报名、公证摇号、中签获取资格"方式，开展汽车 报废更新和置换更新补贴活动。经公证摇号取得资格的个人消费者，可按规定提交报废更新或置换更新补贴申请。未经公证摇号取得资格的个人消费者，其 补贴申请不予受理。 图片来源：上海市商务委员会官网 上海市商务委表示，本市汽车以旧换新补贴活动规则主要涉及两方面调整：一是关于补贴申请方式调整。按照"个人消费者报名、公证摇号、中签获取资 格"方式，开展汽车报废更新和置换更新补贴活动。二是关于报废更新补贴申领新增限定条件。10月13日开始，个人消费者购买新车并申请汽车报废更新补 贴的，所购新车应当在上海市进行注册登记。上述日期以《机动车销售统一发票》载明的开票日期为准。 "窗口期"仅为两天 值得注意的是，根据新规定，留给消费者享受"全民补贴"的"窗口期"仅为两天。 "通知下发得比较突然，昨晚11点就已经给一些意向客户发微信提醒尽快下单，并且告诉他们 ...

Group 1 - Zhejiang Geely Automobile International Trade Co., Ltd. exported 533 units of new energy vehicles to Belarus via the China-Europe Railway Express, indicating a significant increase in exports to member countries of the Shanghai Cooperation Organization (SCO) [1] - Exports of new energy vehicles to Kazakhstan and Uzbekistan have approximately doubled this year, showcasing the growing demand for these products in SCO member countries [1] - The Qianjiang Customs has implemented measures to enhance the efficiency of origin certificate applications and promote the use of the "China Customs Preferential Origin Service Platform" to facilitate smoother customs clearance for exporters [1] Group 2 - Hangzhou Jispeed Electronics Co., Ltd. has expanded its export business to several SCO member countries and has entered the Indian market for the first time this year, focusing on lithium batteries for golf carts and industrial energy storage [2] - The company reported an export value of 31 million yuan for lithium battery products from January to July, reflecting a year-on-year growth of over 40% [2] - The Hangzhou Customs has been actively engaging with local businesses to understand their challenges and needs, providing tailored support to help them navigate customs policies and certification requirements for new markets [2] Group 3 - From January to July, Hangzhou's exports of "new three samples" products to other SCO member countries reached 630 million yuan, representing a year-on-year increase of 123.7% [3]

Group 1 - The core point of the article is the launch of the "Third Wave of New Energy Vehicle Consumption Subsidies" in Shunyi District, Beijing, which is available through the Dongchedi App from August 14 to September 30, 2025 [1] - Consumers can access the subsidy program by searching for relevant keywords on the Dongchedi App, and the program is specifically aimed at natural person consumers purchasing new energy passenger vehicles [1] - Each participating automotive retail enterprise in Shunyi District can offer a cash subsidy of up to 6,000 yuan for each new energy vehicle sold, provided that the necessary documentation is uploaded and approved [1]

点 击 蓝 字 关 注 我 们 本文全文共 297 字，阅读全文约需 1 分钟 2025年7月上海总体上牌数是 40 ,170 ，同比下降 1.23% ，环比下降 1.8% 。 7月具体分类型的上牌情况是：进口小客车（含轿车） 2,608 ；国产轿车 3,946 ；小型客车（除轿车） 7 , 278 ；新能源小客车 24, 087 ；大型客车 278 ；小型、大型货车分别是 1 , 004 和 969 。 车信息 2025年7月上海各车型上牌量同比情况 | 类型 | 2025年 | 7月 | 7月 | 2025年 | 1-7月 | | --- | --- | --- | --- | --- | --- | | | 7月 | 环比 | 同比 | 1-7月 | 同比 | | 进口小客车 (含轿车) | 2608 | 8.62% | -16.09% | 18495 | -20.42% | | 国产轿车 | 3946 | -3.94% | -18.10% | 27291 | -22.68% | | 小型客车 (除轿车) | 7278 | 6.34% | -13.99% | 48251 | -19.47% | | 新能 ...

Investment Rating - The report does not explicitly state an investment rating for the automotive industry in Shanghai for April 2025 Core Insights - The total vehicle registration in Shanghai for April 2025 was 36,932 units, reflecting a month-on-month decrease of 7.97% and a year-on-year decrease of 6.38% [4] - The registration of new energy vehicles showed a slight year-on-year decline of 1.48% in April 2025, with a total of 19,899 units registered [4] - The overall trend indicates a significant decline in the registration of domestic and imported passenger cars, with domestic sedans experiencing a year-on-year drop of 21.92% [4] Summary by Relevant Sections Vehicle Registration Data - Imported passenger cars (including sedans) registered 2,819 units in April 2025, down 11.77% year-on-year [4] - Domestic sedans saw 4,008 units registered, marking a 21.92% decrease year-on-year [4] - Small passenger cars (excluding sedans) totaled 7,444 units, down 15.21% year-on-year [4] - New energy passenger cars had a total of 19,899 units registered, with a year-on-year growth of 3.21% for the first four months of 2025 [4] Monthly Registration Trends - The cumulative monthly registration data indicates a downward trend in overall vehicle registrations in Shanghai over recent years [5][7] Source Country of Imported Vehicles - In April 2025, Germany was the leading source of imported cars (excluding new energy), with 1,556 units registered, reflecting a year-on-year decline of 13.12% [9] - Japan followed with 804 units, showing a year-on-year increase of 6.49% [9] - The UK and Sweden experienced significant declines, with registrations down 36.01% and 2.70% year-on-year, respectively [9]

Group 1 - The core point of the article is that Beijing is allocating over 130,000 new energy vehicle (NEV) quotas today, which includes 118,400 family NEV quotas [1] - A total of over 340,000 families applied for the NEV quotas in this round [1]

Group 1: Economic Performance - The total import and export value of the Beijing-Tianjin-Hebei region reached 1.43 trillion yuan in the first four months of 2025, accounting for 10.1% of China's total during the same period, with exports hitting a record high of 445.46 billion yuan, a growth of 1.7% [1][2] - In April 2025, exports from the Beijing-Tianjin-Hebei region amounted to 121.66 billion yuan, marking a historical high for the same period, with an increase of 8%, the highest growth rate since June 2024 [1][2] Group 2: Technological Advancements - By the end of 2027, Beijing aims to achieve large-scale 5G applications, having already established over 140,000 5G base stations and more than 3.5 million 5G terminal connections [2] - The hydrogen energy industry is being prioritized in Beijing's 14th Five-Year Plan, focusing on key areas of the hydrogen supply chain, including production, storage, transportation, and refueling [4] Group 3: Renewable Energy Initiatives - Beijing and Xinjiang have successfully implemented a peak-shifting green electricity trading model, with 12 million kilowatt-hours of green electricity traded, primarily from photovoltaic power plants in Xinjiang [3] - The first offshore photovoltaic project in Hebei, with a total capacity of 1,800 megawatts, has entered large-scale construction, expected to generate approximately 2.75 billion kilowatt-hours annually, saving 840,000 tons of standard coal and reducing CO2 emissions by 2.1595 million tons [6] Group 4: Employment and Skills Development - Tianjin has launched a training initiative aiming to provide subsidized vocational skills training for over 100,000 individuals in 2025, focusing on advanced manufacturing, health care, and modern services [9] - The platform economy in Tianjin generated revenue of 157.8 billion yuan in the first quarter of 2025, reflecting a year-on-year growth of 23% [10] Group 5: Urban Development and Infrastructure - The 2025 Service Trade Fair will be held from September 10 to 14 at the Shougang Park, with over 30 countries and regions expressing intent to participate, aiming to enhance the event's international profile [5] - Hebei's port and shipping construction projects completed an investment of 1.84 billion yuan in the first quarter of 2025, achieving a year-on-year growth of 17.3% [8]

Core Points - Beijing is increasing the allocation of new energy vehicle (NEV) indicators by 20,000, bringing the total to 60,000, aimed at addressing the vehicle access challenges faced by carless families [1][2] - The total annual quota for small car indicators in Beijing for 2025 is set at 160,000, with 100,000 being regular quotas and 60,000 being newly issued NEV indicators [1][2] - The allocation process will prioritize families based on their total points, with the top 60,000 qualifying families receiving the NEV indicators [2][3] Allocation Process - The new NEV indicators will be announced on May 26, 2025, after the allocation of 58,400 annual family NEV indicators [2] - Families will undergo qualification checks regarding their relationship and marital status, with notifications sent out after passing the checks [2] - The validity of the indicators is set for 12 months, and families must complete vehicle registration within this period to avoid forfeiting their allocation [2] Policy Implications - The increase in NEV indicators reflects a continued policy push towards promoting green transportation and supporting fair access to vehicle ownership for carless families in Beijing [2][3] - The point-based ranking and qualification verification mechanisms are crucial for ensuring fairness and transparency in the allocation process [3]

Core Points - Beijing will allocate 118,400 new energy vehicle (NEV) license plates to families without cars in a one-time initiative [1] Group 1 - The initiative aims to promote the adoption of new energy vehicles among families that do not currently own a car [1] - This allocation is part of a broader strategy to enhance the use of environmentally friendly transportation options in urban areas [1]

Group 1 - The core viewpoint of the article is that Beijing is increasing the allocation of new energy vehicle (NEV) license plates to meet the needs of carless families [1] - The city has announced an additional 20,000 NEV license plates on top of the previously directed issuance of 40,000 [1] - By 2025, the total quota for small car licenses will be 160,000, with an annual allocation of 100,000 and an increase of 60,000 NEV licenses [1]