据"警民直通车 _ 普陀"微博消息，上海市公安局普陀分局11月21日发布警情通报： 2025年11月21日7时48分，有群众报警称其一辆正在充电的新能源小客车（未取出钥匙）被盗。经侦 查，民警迅速发现被盗车辆踪迹，并在共和新路近灵石路附近进行拦截。其间，盗车嫌疑人为逃离现场， 驾车碰撞警车和周边车辆，未造成人员受伤。 目前，犯罪嫌疑人施某某已被警方抓获，案件正在进一步侦办中。 来源： 警民直通车 _ 普陀 责编： 王璐璐 校 对：赵燕 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 用 券中社 12 券商中国 × 券 中 社 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 百万用户都在看 凌晨，直线猛拉 ...

Core Viewpoint - The Shanghai Municipal Commission of Commerce announced adjustments to the 2025 automobile trade-in subsidy rules, effective from October 13 to December 31, focusing on a new application process and eligibility criteria for subsidies [1][3]. Summary by Sections Subsidy Application Process - The new subsidy application process requires personal consumers to register, participate in a public lottery, and obtain qualification to apply for the trade-in or replacement subsidies [3][4]. - Consumers who do not obtain qualification through the lottery will not have their subsidy applications accepted [1][3]. Eligibility Criteria - From October 13, consumers purchasing new vehicles must register them in Shanghai to qualify for the trade-in subsidy [3][4]. - Consumers who obtain a new vehicle sales invoice before October 12 but have not submitted a subsidy application can apply directly after completing vehicle registration before the deadline of January 10, 2026 [8]. Time Constraints - The "window period" for consumers to enjoy the "universal subsidy" is limited to two days, prompting urgency among potential buyers [4][11]. - Sales personnel from various automotive brands indicated that consumers must purchase existing stock vehicles to qualify for the subsidy within this short timeframe [4][11]. Regional Policy Adjustments - Other regions in China, such as Jiangsu, Hubei, and Chongqing, have tightened their trade-in subsidy policies, shifting to a "qualify first, purchase later" model [11]. - Some areas, including Qinghai and Guizhou, have even suspended their trade-in subsidies, although most regions are expected to maintain these policies throughout the year [11][12]. Market Outlook - The National Development and Reform Commission plans to allocate 69 billion yuan in special bonds to support local trade-in policies, suggesting that subsidies will not be exhausted in a concentrated manner [12]. - A significant portion of dealers (44.4%) remain optimistic about market sales, predicting a year-on-year growth of 5% to 10% in vehicle sales for the fourth quarter [12].

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]

Core Viewpoint - In July 2025, the total number of vehicle registrations in Shanghai was 40,170, representing a year-on-year decrease of 1.23% and a month-on-month decrease of 1.8% [3][4]. Vehicle Registration Summary - **Total Registrations**: The total registrations for the first seven months of 2025 reached 252,159, down 4.06% year-on-year [4]. - **Import Passenger Cars**: In July, 2,608 import passenger cars were registered, down 16.09% year-on-year and 8.62% month-on-month. For the first seven months, the total was 18,495, a decrease of 20.42% [4][9]. - **Domestic Cars**: The registration of domestic sedans was 3,946 in July, down 18.10% year-on-year and 3.94% month-on-month, totaling 27,291 for the first seven months, a decline of 22.68% [4][10]. - **Small Passenger Cars**: Registrations for small passenger cars (excluding sedans) were 7,278 in July, down 13.99% year-on-year but up 6.34% month-on-month, with a total of 48,251 for the first seven months, down 19.47% [4][11]. - **New Energy Vehicles**: New energy passenger cars saw 24,087 registrations in July, an increase of 6.47% year-on-year but a decrease of 4.79% month-on-month, totaling 143,168 for the first seven months, up 7.62% [4][12]. Breakdown by Vehicle Type - **Large Buses**: 278 large buses were registered in July, down 26.65% year-on-year and 40.60% month-on-month, with a total of 1,727 for the first seven months, up 25.33% [4]. - **Small Trucks**: Registrations for small trucks were 1,004 in July, up 44.25% year-on-year and 16.07% month-on-month, totaling 6,131 for the first seven months, up 31.59% [4]. - **Large Trucks**: Large trucks saw a registration of 969 in July, up 65.92% year-on-year and 5.21% month-on-month, with a total of 7,096 for the first seven months, up 33.81% [4].

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]