新品方面，小鹏汽车宣布其全新增程产品小鹏X9超级增程将于11月5日正式亮相。该车型搭载了"63.3度 超快充磷酸铁锂大电池+60L大油箱"，带来高达452km的纯电续航与1602km的综合续航表现。届时，小 鹏汽车还将正式公布"小鹏首个量产Robotaxi产品"的最新进展。 在海外市场，小鹏汽车于四季度初进驻立陶宛、拉脱维亚、爱沙尼亚三国及柬埔寨市场。截至目前，小 鹏汽车销售与服务网络已覆盖全球超49个国家和地区。 在"银十"这一汽车销售旺季，新能源汽车市场再度迎来交付热潮。11月1日，四家造车新势力企业先后 公布10月销量数据。其中，零跑汽车、小鹏汽车和蔚来汽车均创各自历史新高，理想汽车则持续维持在 3万辆的交付水平。 | | | | 部分造车新势力2025年10月交付情况 (单位:辆) | | | | | --- | --- | --- | --- | --- | --- | --- | | | 2025年10月 | 2025年9月 | 同比 | 环比 | 2025年累计 | 累计同比 | | 零跑汽车 | 70.289 | 66,657 | 84.11% | 5.45% | 465,805 | 120. ...

每经记者｜段思瑶 每经编辑｜余婷婷 11月1日，多家新能源汽车品牌公布了"银十"传统销售旺季成绩单。 从现有数据来看，零跑汽车10月交付量首次突破7万辆大关，达到7.03万辆，在一众品牌中再度"拔得头筹"，同比增幅超84%。今年1~10月，零跑汽车共交 付新车46.58万辆。这已经是零跑汽车连续8个月成为造车新势力"销冠"。 截至《每日经济新闻》记者发稿，极氪、鸿蒙智行等尚未公布其10月销量数据。不过，从已公布的数据来看，不少新能源品牌都在"银十"实现了销量或交付 量的增长。据乘联分会最新厂商调研数据，占市场总销量近八成的头部厂商10月零售目标设定积极，环比基本持平，初步预计10月狭义乘用车零售市场规模 可达220万辆，其中新能源零售量预计为132万辆，渗透率有望提升至60%，或创历史新高。 紧随零跑汽车之后的是小鹏汽车，其10月共交付新车4.2万辆，同比增长76%，环比增长1%。从单月交付量来看，小鹏汽车10月销量创下历史新高，并连续 两个月交付量超过4万辆。今年前10个月，小鹏汽车累计交付新车35.52万辆，同比增长190%。 蔚来10月交付量同样超过4万辆。官方数据显示，当月，蔚来交付新车4.04万辆， ...

11月1日，小米汽车、理想汽车、小鹏汽车等多家汽车品牌纷纷公布10月交付量数据。 图片来源：小米汽车微博 理想汽车在官微宣布，2025年10月交付了31767辆汽车。 截至2025年10月31日，理想汽车历史累计交付量为1462788辆。 "理想i6上市后销售火爆，订单超过七万台，远超我们的预期。我们正在联合供应商解决产能问题，加快交付进度，感谢大家的耐心等待。 理想增程系列车型正在加快出海进程，10月我们在乌兹别克斯坦开设了海外首家授权零售中心，面向当地市场销售理想L9、理想L7和理想 L6，11月哈萨克斯坦的两家零售中心也将陆续开业。理想汽车会优先拓展中亚、中东、欧洲以及亚太市场，加快自我迭代速度，坚定推进 全球化布局。"理想汽车董事长兼CEO李想说。 图片来源：每日经济新闻 刘国梅 摄 据小米汽车微博， 小米汽车宣布，2025年10月，小米汽车交付量持续超过40000台。 截至2025年10月31日，理想汽车在全国已有551家零售中心，覆盖157个城市；售后维修中心及授权钣喷中心554家，覆盖225个城市。 理想汽车在全国已投入使用3508座理想超充站，拥有19417个充电桩。 智己汽车宣布，10月销售 ...

每经编辑|杜宇 11月1日，小米汽车、理想汽车、小鹏汽车等多家汽车品牌纷纷公布10月交付量数据。 图片来源：每日经济新闻 刘国梅 摄 据小米汽车微博，小米汽车宣布，2025年10月，小米汽车交付量持续超过40000台。 图片来源：小米汽车微博 理想汽车在官微宣布，2025年10月交付了31767辆汽车。截至2025年10月31日，理想汽车历史累计交付量为1462788辆。 "理想i6上市后销售火爆，订单超过七万台，远超我们的预期。我们正在联合供应商解决产能问题，加快交付进度，感谢大家的耐心等待。理想增程系列车 型正在加快出海进程，10月我们在乌兹别克斯坦开设了海外首家授权零售中心，面向当地市场销售理想L9、理想L7和理想L6，11月哈萨克斯坦的两家零售 中心也将陆续开业。理想汽车会优先拓展中亚、中东、欧洲以及亚太市场，加快自我迭代速度，坚定推进全球化布局。"理想汽车董事长兼CEO李想说。 截至2025年10月31日，理想汽车在全国已有551家零售中心，覆盖157个城市；售后维修中心及授权钣喷中心554家，覆盖225个城市。理想汽车在全国已投入 使用3508座理想超充站，拥有19417个充电桩。 智己汽车宣布， ...

理想i6上市后销量不错，现在首销期快过了，正好可以分析一下市场表现和竞品情况，我们邀请了理想、鸿 蒙、小米、乐道和特斯拉五位一线销售，看看互相之间的对比强度是怎样的。 现在i6卖得非常好，写这个横评的时候还不到24号，保证春节前交付，交付周期是13-16周。过了24号就要明 年了，不过客流也没出现明显下滑。 用户整体来说比较年轻，以90、00后为主，也有一部分80后，主要是觉得定价很合理，首销权益给得也足。像 空气悬挂、英伟达芯片、冰箱等，参考L系列，都是Max版本才有的。 用户主要对比特斯拉和小米，对比特斯拉的优势是配置更高，价格也便宜，续航和空间都是优势。对比小米就 是空间和舒适度，以及提车周期。 选择特斯拉的原因是相当一部分客户认为特斯拉的品牌更好，还有就是5年免息，等车时间短，选择小米就是 外观好看，或者接受不了i6的外观。 一些选择了i6仍然有些抱怨的点，比如底盘有点低，前备厢不是电动的，当然瑕不掩瑜，整体客户评价都是满 意的。 首销期过后，订单会不会有影响得看后续政策、权益是否缩水，是否还承担明年多出来的购置税等，如果不 变，估计订单影响不大。（最新补充，11月的权益已经发出来了，现金减免从1万变 ...

在大众眼里，李想无疑是个异常成功的企业家。 他携手其他合伙人直接创立了当年大火的泡泡网。 这一幕被记录下来广泛传播，李想也一度被贴上了"强势"的标签。 可是之后李想的一番话却揭开了事情背后的真相。 更在之后把目标对准汽车行业，直接带着理想汽车一路狂飙，在汽车市场中闯出一片天。 可谁能想到，之后李想会因为网上的一些传闻陷入舆论风波。 各种不实言论甚嚣尘上，一时间将李想推到了风口浪尖。 不过，好在官方及时出手，才让这场风波逐渐平息。 而李想的这番遭遇却也意外印证了雷军早前的那番话。 说到李想，可能大部分人首先想到的是他那堪称辉煌的创业经历。 但实际上，这位看似一帆风顺的企业家早前也曾因为一个举动被推到了风口浪尖。 2013年，李想在参加创业节目时，曾上演了一个"发脾气"名场面。 当时，在发现两方团队的巨大差距以及队友的离谱安排时，李想当场向节目组人员发起质问。 不仅如此，在和工作人员的交谈中，李想还一度大呼"听我讲完"。 他解释道，当时之所以发脾气是因为现场有选手弄虚作假，节目组减掉了这一部分才造成误解。 当然，在解释的同时，他也针对发脾气的行为进行了道歉。 此解释一出，不少人开始理解他当时的愤怒，同时大家也看到 ...

刚刚过去的9月，结合乘联会发布的最终成绩单，零售新能源渗透率一举达到夸张的57.8%，再创历史新高的同时，足足同比提升5个百分点。 而在之前的文章中，曾抛出过另一组数据。以8月为例，油车的促销力度达到22.9%，电车仅为10.7%，身处如今疯狂的内卷的中国车市，谁在苦苦支撑、 被动挨打，一目了然。 眼下，促使他换车最大的"催化剂"，除了家人用车需求的改变，还有今年即将退坡的报废置换补贴。 为此，考虑到老高的接受度，主动放弃了推荐纯电车型，转而向老高展示了目前主流的一系列增程大五座SUV，类似理想L6、尚界H5、问界M7等等爆款 产品，奈何全部被一一否决。 给出的理由非常简单，"开了一辈子大众，我还是相信它，还是相信油车。" 站在油车的角度，为了减缓自身份额的雪崩，必须采用类似"伤敌八百，自损一千"的方式，以利润换时间。 毕竟，一旦销量萎靡不振，便会引发研发端、制造端的成本摊销问题，进一步损害公司的整体运营情况，旗下诸多经销商也会遭受十分严重的冲击。 反正，在我的认知里，"今年的油车，已然陷入到了无可奈何的恶性循环。" 作为一名坚定不移的"新能源吹"，一直以来完全不理解为什么还有那么多人"执迷不悟"，不去选择各 ...

Group 1: Foreign Trade Performance - In the first three quarters of the year, China's foreign trade import and export reached 33.61 trillion yuan, a year-on-year increase of 4% [1] - Exports amounted to 19.95 trillion yuan, growing by 7.1%, while imports were 13.66 trillion yuan, showing a slight decline of 0.2% [1] - In September alone, the total import and export value was 4.04 trillion yuan, reflecting an 8% growth [1] Group 2: Export Product Trends - In the first three quarters, China exported 12.07 trillion yuan worth of electromechanical products, marking a 9.6% increase and accounting for 60.5% of total exports [2] - High-tech products such as electronic information, high-end equipment, and instruments saw growth rates of 8.1%, 22.4%, and 15.2% respectively [2] - New categories of products, including "new three samples" and railway electric locomotives, experienced double-digit growth [2] Group 3: International Business Expansion - Alibaba and Ant Group jointly invested 9.25 billion USD (approximately 66 billion yuan) to establish their Hong Kong headquarters, aiming to expand international business [6] - This move is seen as a strategic step to leverage Hong Kong as a base for global development [6] Group 4: E-commerce Tax Reporting - Amazon announced it will report seller tax information to Chinese tax authorities quarterly, starting from October 31, 2025 [7] - This initiative is part of a broader effort to enhance tax regulatory transparency in China's cross-border e-commerce sector [8] Group 5: Trade Fair Participation - The 138th Canton Fair concluded with nearly 158,000 overseas buyers attending, representing a 6.3% increase from previous events [3] Group 6: Regional Trade Performance - Guangdong's foreign trade import and export reached 7.02 trillion yuan in the first three quarters, a 3.8% increase year-on-year, accounting for 20.9% of the national total [4] - Exports from Guangdong were 4.48 trillion yuan, growing by 1.4%, while imports increased by 8.2% to 2.54 trillion yuan [4] Group 7: Cultural Products Export - In the first three quarters, exports of holiday products, dolls, and animal-shaped toys exceeded 50 billion yuan, showcasing the global influence of Chinese traditional culture [5]

Core Insights - Alibaba Group and Ant Group jointly invested 9.25 billion USD (approximately 66 billion RMB) to establish their Hong Kong headquarters, aiming to expand international business [5] - Alibaba Cloud launched its second data center in Dubai to meet the growing demand for cloud and AI services in the Middle East, expanding its global presence to 29 regions and 92 availability zones [5] - AliExpress announced the schedule for its overseas Double 11 and Black Friday sales events, focusing on "commission incentives + overseas hosting + brand expansion" strategies [5] Group 1: Alibaba and Ant Group Developments - Alibaba and Ant Group's investment in Hong Kong is a strategic move to enhance their international business footprint [5] - Alibaba Cloud's new data center in Dubai is part of a broader strategy to cater to increasing cloud service demands in the region [5] Group 2: E-commerce and Logistics Initiatives - AliExpress will kick off its overseas Double 11 sales on November 8, with a seamless transition to Black Friday sales starting November 20 [5] - Cainiao announced its global logistics guarantee plan for the 2025 year-end promotion, offering various delivery options to enhance customer experience [6] Group 3: Automotive Industry Expansion - Li Auto opened its first overseas retail center in Tashkent, Uzbekistan, focusing on selling three range-extended electric models [6][7] - XPeng Motors launched a digital parts warehouse in Dubai, marking a new phase in its after-sales service network in the Middle East and Africa [7] Group 4: Technology and Innovation - Pony.ai passed the Hong Kong Stock Exchange hearing and is actively expanding its international operations, including partnerships in Luxembourg and Singapore [8] - New Stone Technology and K2 Group formed a strategic partnership to accelerate the deployment of autonomous delivery technology in the UAE [8] Group 5: Renewable Energy and Financing - Canadian company Aypa Power signed a battery storage system supply agreement with Canadian Solar's subsidiary, totaling 2.1 GWh capacity [9] - AI video company Aishi Technology completed a 100 million RMB B+ round financing, with a user base exceeding 100 million globally [10] Group 6: Robotics and Automation - Yunji Technology went public on the Hong Kong Stock Exchange, raising approximately 590 million HKD and achieving a market valuation close to 10 billion HKD [10] - Qianjue Robotics completed a Pre-A round financing of over 100 million RMB, focusing on multi-modal tactile perception technology [11] Group 7: Global Trade and Exports - China's exports of holiday goods, dolls, and animal-shaped toys exceeded 50 billion RMB in the first three quarters, showcasing the influence of traditional culture and manufacturing strength [13] - The 2025 Global Mobile Game Manufacturers Top 50 list included nine Chinese companies, highlighting the country's growing presence in the gaming industry [13]

Company Developments - Alibaba and Ant Group jointly invested 9.25 billion USD (approximately 66 billion RMB) to establish their headquarters in Hong Kong, aiming to expand their international business [2] - Alibaba Cloud launched its second data center in Dubai to meet the growing demand for cloud and AI services in the Middle East, expanding its global presence to 29 regions and 92 availability zones [2] - AliExpress announced the schedule for its overseas Double 11 and Black Friday events, starting pre-sales on November 8 and running sales from November 11 to December 3, focusing on "commission incentives + overseas hosting + brand expansion" [2] Logistics and Supply Chain - Cainiao unveiled its global logistics guarantee plan for the 2025 year-end promotion, offering services like "global five-day delivery" and "G2G core area three-day delivery" [3] - Ideal Auto opened its first overseas retail center in Tashkent, Uzbekistan, selling three range-extended electric models and partnering with local dealers to enhance service networks [3] - XPeng Motors launched a digital parts warehouse in Dubai, marking a new phase in its after-sales service network for the Middle East and Africa [3] Autonomous Vehicles and Technology - BYD won a bid for Singapore's L4 autonomous bus pilot project, which will test electric self-driving buses on specific routes starting mid-2026 [4] - Pony.ai passed the Hong Kong Stock Exchange hearing and is actively expanding its business internationally, including partnerships in Luxembourg, Singapore, and Dubai [4] - New Stone Technology partnered with UAE's K2 Group to accelerate the deployment of autonomous delivery vehicles in the region [5] Renewable Energy and Storage - Canadian company Canadian Solar's subsidiary, Canadian Solar Energy, signed a battery storage system supply agreement for projects totaling 2.122 GWh in Ontario, with operations expected to start in 2026 [6] Investment and Financing - Aishi Technology completed a 100 million RMB B+ round financing, with over 100 million global users and an annual recurring revenue exceeding 40 million USD [6] - Cloud Robotics company Yunji Technology went public on the Hong Kong Stock Exchange, raising approximately 590 million HKD and achieving a market capitalization close to 10 billion HKD [6] - JiuSi Intelligent secured a multi-million USD financing round led by Ant Group, focusing on L4 autonomous delivery vehicles and expanding its operations globally [7] Market Trends - GITEX Global 2025 was held in Dubai, showcasing major breakthroughs in biotechnology, AI, quantum computing, and data centers, attracting thousands of tech companies [8] - China's exports of holiday goods, dolls, and animal-shaped toys exceeded 50 billion RMB in the first three quarters, highlighting the influence of traditional culture and innovation in foreign trade [8] - Nine Chinese companies made it to the 2025 Global Top 50 Mobile Game Publishers list, reflecting the strength of the Chinese gaming industry [8]