这里是巴西北部的雨林门户，交通网络原本并不发达，但在大会期间，130台比亚迪新能源车组成接驳车队，穿梭 于场馆与酒店之间，稳健地接送着各国元首和与会代表。 它们驶过之处，不排放一丝尾气，以实际行动向世界诠释着"低碳出行"的真实含义。 贝伦街头的比亚迪新能源汽车。新京报贝壳财经记者陶野摄 在亚马孙雨林的门户城市——贝伦，街头行驶的是一辆辆中国新能源汽车比亚迪。它们车身印着COP30（联合国 气候变化框架公约第三十次缔约方大会），正成为这场气候大会最活跃的移动名片。 深耕巴西，绿色足迹赢得市场认可 比亚迪在巴西市场以卓越产品力与服务赢得广泛信赖。2025年1-10月，比亚迪在巴西累计销量突破8.7万辆，纯电 车型市占率高达80%，混动车型占比25%。不到三年时间，比亚迪在巴西销量已突破18万辆，创下行业纪录。 根据巴西专业研究消费者习惯的权威机构Decoupling的最新报告，比亚迪在2025年第一季度超越了包括菲亚特、 本田、现代、大众、福特等在内的11大主流汽车品牌，成为巴西消费者满意度最高的汽车品牌。这项基于上万条 真实评价的严谨分析显示，比亚迪不仅综合评分高居榜首，更在17个评分项中的10项进入前三。 作 ...

10月29日，武汉市统计局、国家统计局武汉调查队联合发布2025年前三季度武汉市经济 运行情况。其中，全市居民人均可支配收入46107元，同比增长4.8%。殊不知，这份亮眼 的"成绩单"背后，离不开一项重要的基础性调查——住户调查。它来源于全市众多"国家记 账户"家庭日复一日地细致记录，每一笔收支、每一份数据，都是构成宏观决策的关键基 石。 在新洲区，31岁的便利店老板许擎今年家里喜事连连：年初家里添置了一辆比亚迪新能 源车；秋季开始，大儿子幼儿大班免了保教费，一学期省下3000元。许擎说："账记得多 了，学会了规划生活，日子过得越来越明白。" "你看，我的衣着支出占了15.4%。"江汉区42岁的记账户占顺玉从每月消费分析图上发 现，曾经爱买化妆品的她，如今更注重健康投资——瑜伽服、跑步鞋成为消费新宠。本月她 新网购了一套瑜伽服214.7元、一双跑鞋595.8元。"今年以来我瘦了8斤呢。" 占顺玉开心地 告诉记者。 60岁的胡双印赶上了数字生活潮流。如今他熟练地用手机网购松子、果冻橙，想吃什么 随时下单。胡爷爷一天的账单中，网购物品占了七成。他喜滋滋地告诉记者，去年，儿子为 他重新装修了房子，新添了洗碗机、按 ...

Trade Relations - The U.S. plans to impose a 100% tariff on Chinese exports related to rare earths and key software, prompting a response from China's Ministry of Commerce urging dialogue to resolve trade concerns [1] - China announced countermeasures against U.S. port fees on Chinese vessels, asserting that the U.S. actions violate WTO rules and the principle of mutual benefit [2] E-commerce Trends - Adobe forecasts that U.S. online holiday sales will reach $253.4 billion in 2025, a 5.3% increase year-over-year, with mobile contributing 56.1% of sales [3] - OpenAI has launched an instant checkout feature on ChatGPT, allowing users to search, select, and purchase products directly within the platform [5] Transportation and Logistics - Didi reported a 14% increase in daily ride-hailing demand during the recent holiday period, with overseas travel demand more than doubling compared to summer [4] - Deppon Express has established logistics routes to six Middle Eastern countries, offering tailored solutions for various product categories [8] Consumer Brands - Xiaomi opened two flagship stores in Europe and plans to expand to ten stores by the end of 2025, aiming to sell electric vehicles by 2027 [9] - Natural堂 completed a new financing round with a valuation exceeding 7 billion RMB, and plans to go public in Hong Kong [11] - BYD's 14 millionth new energy vehicle rolled off the production line in Brazil, with the Brazilian president becoming a car owner [12] Social Media and E-commerce Integration - TikTok is testing a new shopping feature in the UK called "Trendy Beat," focusing on popular products driven by platform content [7] - Indonesia has reinstated TikTok's local operating license after a previous suspension due to data reporting issues [6]

Core Viewpoint - BYD's 14 millionth new energy vehicle was officially launched at its factory in Brazil, marking a significant milestone for the company in the region [1] Group 1: Company Achievements - The 14 millionth new energy vehicle was produced at BYD's factory located in Camaçari, Bahia, Brazil [1] - Brazilian President Lula attended the event and became the owner of this milestone vehicle [1] - The factory in Brazil completed its first vehicle rollout on July 1, 2025, indicating the company's commitment to expanding its production capabilities in the region [1]

Group 1: Financial Services and Consumer Demand - Agricultural Bank of China (ABC) Fujian Nanping Branch focuses on meeting the diverse consumption needs of urban and rural residents by integrating financial services into various consumption scenarios such as agricultural machinery installment, home renovation, and green travel [1][4] - As of the end of May this year, the installment balance reached 1.561 billion yuan, with a new installment transaction amount of 550 million yuan, serving 23,000 households [1][5] Group 2: Agricultural Machinery Financing - ABC Nanping Branch facilitated the upgrade of a tea factory's production line by providing the first agricultural machinery installment loan, allowing the purchase of 30 new automated tea processing machines, increasing annual processing capacity to 210 tons [2] - The financing solution involved bundling multiple machines into a single installment project, overcoming previous limitations of traditional financing methods [2] Group 3: Home Renovation Financing - ABC's home renovation installment product has a balance of 288 million yuan, covering 8,011 families, with 75.48% of clients from county areas [5] - The bank established a dedicated service team across 10 branches to promote the home renovation installment product through various online and offline channels [4] Group 4: Upgraded Transportation Solutions - ABC Nanping Branch issued 93.8 million yuan in auto installment loans by the end of May, with 32% of these loans allocated for new energy vehicles [7] - The financial scheme for new energy vehicles includes a 15% down payment and a 3.8% interest rate, making it financially accessible for residents [6]

Summary of Key Points Core Viewpoint The report provides an overview of the electric vehicle (EV) delivery performance of various new car manufacturers in June 2025, highlighting significant growth and declines in sales across different companies. Company Performance - Xiaomi Auto delivered over 25,000 vehicles in June [1] - Lynk & Co sold 26,310 vehicles, marking an 8% year-on-year increase [1] - Zeekr Technology reported sales of 16,702 vehicles, a 17% decline compared to the previous year [1] - Lantu Auto achieved sales of 10,053 vehicles, reflecting an 83% year-on-year growth [1] - Avita Auto sold 10,153 vehicles, with a remarkable 117% increase year-on-year [1] - NIO delivered 24,925 vehicles, up 17.5% year-on-year [1] - Li Auto's deliveries totaled 36,279 vehicles, down 24% year-on-year [1] - Zhiji Auto delivered 6,027 new vehicles in June [1] - Deep Blue Auto achieved total deliveries of 29,893 vehicles, a 79% year-on-year increase and a 17% month-on-month growth [1] - Hongmeng Zhixing set a new monthly sales record with 52,747 vehicles delivered [1] - BYD's new energy vehicle sales reached 382,600 units, up from 341,700 units in the same month last year [1] - Leap Motor delivered 48,006 vehicles, showing over 138% year-on-year growth, with total deliveries exceeding 220,000 units in the first half of the year [1] - Xpeng Motors delivered 34,611 new vehicles, achieving a 224% year-on-year increase and maintaining over 30,000 deliveries for eight consecutive months [1]

Core Insights - May was a significant month for the automotive industry, marked by numerous new car launches and strategic announcements, alongside the release of Q1 financial reports from listed automakers [1] - The month also saw a resurgence in the price war among car manufacturers, prompting official intervention to halt the trend [1] - Overall, May was a month of rapid growth for China's new energy vehicle (NEV) sector, with major traditional automakers showing solid performance [1] Company Performance - BYD sold 382,500 NEVs in May, a year-on-year increase of 15.3%, with cumulative sales for the first five months reaching 1.7634 million units, up 38.7% [1] - Geely's NEV sales in May reached 138,021 units, a staggering 135.2% increase year-on-year, with total sales exceeding 600,000 units in the first five months, up 137% [1] - Chery's NEV sales were 63,169 units in May, a 47.7% increase, with cumulative sales for the first five months at 287,798 units, up 111.5% [2] - Great Wall Motors sold 32,638 NEVs in May, with a total of 124,009 units sold in the first five months [2] New Energy Vehicle Startups - New energy vehicle startups saw significant growth, with Leap Motor and Li Auto both exceeding 40,000 units in deliveries for May [3] - Leap Motor delivered 45,100 units in May, a 148% year-on-year increase, while Li Auto delivered 40,900 units, up 16.7% [5] - Xpeng Motors delivered 33,525 units in May, a remarkable 230.4% increase, with cumulative deliveries for the first five months at 162,578 units, up 293% [6] New Model Launches and Technological Advancements - May saw a flurry of new model launches and technological upgrades among new energy vehicle manufacturers, including the release of the 2026 model C10 by Leap Motor [9] - Li Auto launched an upgraded version of its L series, featuring significant enhancements in design and technology, including the latest NVIDIA Thor-U chip for advanced driver assistance [11] - Xpeng's new MONA M03 models were launched, emphasizing smart features and maintaining competitive pricing [13] Industry Challenges and Price Wars - The automotive industry is facing significant profitability pressures, with a new round of price wars impacting margins [19] - The total profit for the automotive manufacturing sector in the first four months was 132.55 billion yuan, a year-on-year decline of 5.1% [25] - The Ministry of Industry and Information Technology has expressed opposition to unrestrained price wars, advocating for normal market competition [25]

Core Insights - The launch of the "BYD SHENZHEN" marks a significant milestone in BYD's global logistics strategy, showcasing the ambition of Chinese electric vehicle manufacturers to expand into international markets [1][2] - The vessel is designed to enhance BYD's autonomous international logistics network, facilitating efficient global distribution of its electric vehicles [1] Group 1 - The "BYD SHENZHEN" is the largest car carrier in the world, capable of transporting over 7,000 electric vehicles, equivalent to filling 20 standard football fields [1] - The ship features an innovative eco-friendly power system and intelligent storage management, aligning with BYD's sustainability goals of reducing global temperatures by 1°C [1] - The choice of Brazil as the inaugural destination highlights BYD's strategic focus on the Latin American market, where it has already delivered over 150,000 electric vehicles [2] Group 2 - BYD's autonomous shipping network now spans Asia, Europe, America, and Africa, with an annual cross-border capacity exceeding 300,000 vehicles [2] - The delivery of 7,000 electric vehicles to Brazil will support the country's transition to electric transportation and contribute to its carbon neutrality goals [2] - BYD aims to deepen local operations and provide more efficient and environmentally friendly smart travel solutions globally [2]

6 月多家新能源汽车品牌批发量为年内新高 在 Shein、Temu 的推动下，华南至美国空运价格较 2019 年翻倍 上海中海·顺昌玖里二期开盘即售罄，单价近每平方米 30 万元 特斯拉止住颓势，二季度销量超预期 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 上半年国内新能源车销量陆续公布。比亚迪以超 34 万辆的月销量继续断层领先、上半年累计卖出 161 万辆新车，完成年度销量目标的 45%。特斯拉中国排 6 月销量榜第二，据乘联会数据约 7.1 万 辆，继续同比下滑 24%、但环比小幅增长。本月，特斯拉推出 5 年免息等优惠购车政策。 理想和蔚来找回节奏，因为给了消费者更有性价比的选项。前者在 L6 的带动下，月销量回暖至 4.78 万辆，同比增长 47%，接近去年 12 月 5 万辆的最高纪录。后者则在 BaaS 电池租用服务费降低以及 创始人李斌的卖力直播影响下，年内第二次月销超过 2 万辆、6 月达到 2.1 万辆，同比接近翻倍。 据摩根士丹利统计，5 月理想和蔚来国内市场份额不同程度增长，机构预计 L6 订单动力将继续支撑 理想在三季度份额回升 —— 顶着赛力斯给的压力。 作为另一家月销 ...