点 击 蓝 字 关 注 我 们 本文全文共 1469 字，阅读全文约需 5 分钟 纯电动细分市场分析 销量表现 01 乘用车市场整体表现 10月，乘用车市场销量为210.3万辆，同比下降9.3%，环比下降6.5%；新能源市场销量约 为118.9万辆，同比微升0.6%但环比下降7.6%。 10月，新能源市场的销量占总体乘用车销量的56.5%，较上月减少0.7%，相比去年同期 上涨5.6%。 新能源市场整体表现 新能源乘用车市场销量TOP10城市 10月，纯电动销量约76.3万辆，同比上涨12.8%，环比下降8.9%；插电混动销量约42.6万 辆，同比下降15.7%，环比下降5.2%。 2025年新能源累计销量982.3万辆，累计同比上涨19.6%。 10月，TOP 10城市销量占比为26.1%，比上月(25.4%)增加0.7%%；TOP 3城市分别是： 上海市、郑州市、成都市；西安市取代宁波市进入前十。 分燃料类型看，TOP 10 城市出深圳和西安外销量均以纯电动居多；从产权归属看，以个 人用户居多。 本月TOP 10城市新能源渗透率均超过50%，TOP3城市为：深圳市(69.9%)、上海市 (65.0%)和杭 ...

Market Performance - The automotive sector in A-shares rose by 2.2% from October 27 to October 31, ranking 10th among Shenwan sub-industries, outperforming the CSI 300 index which increased by 0.8% [2] - Within the sub-sectors, commercial passenger vehicles, automotive parts, motorcycles and others, commercial freight vehicles, and automotive services saw increases of 7.7%, 3.5%, 3.4%, 2.1%, and 0.8% respectively, while the passenger vehicle sector declined by 1.0% [2] Investment Recommendations - Recommended core stocks include Geely Automobile, Xpeng Motors, Li Auto, BYD, Xiaomi Group, Berteli, Top Group, New Spring Co., Hu Guang Co., and Chunfeng Power [3][12] - For passenger vehicles, focus on quality domestic brands accelerating in intelligence and globalization [15] - In the parts sector, recommendations include intelligent driving companies such as Berteli, Horizon Robotics, and Kobot, as well as new force industry chain companies [6][17] Robotics and AI Developments - 1X Technologies launched the world's first consumer-oriented humanoid robot, NEO, entering the home service market [4] - Tesla's shareholder meeting on November 7 is expected to provide significant updates on robotics, while Xpeng's AI Day is scheduled for November 5 [4] - The domestic robot main engine manufacturers are expected to enter a concentrated IPO phase, which could serve as a strong catalyst for the industry [4][18] Motorcycle Market Insights - The market for large-displacement motorcycles is expanding rapidly, with sales of 250cc and above motorcycles reaching 87,000 units in September 2025, a year-on-year increase of 13.1% [25] - Recommended leading companies in the large-displacement motorcycle sector include Chunfeng Power and Longxin General [7][27] Heavy Truck Market Trends - Heavy truck sales exceeded 100,000 units in September 2025, marking a year-on-year increase of 83% and a cumulative sales increase of 20.5% for the first nine months [28] - The expansion of the old-for-new subsidy policy is expected to stimulate demand for heavy trucks [29][30] Tire Industry Outlook - The tire industry is experiencing strong demand, with domestic PCR operating rates at 67.47%, indicating high demand levels [32][54] - Recommended companies in the tire sector include Sailun Tire and Senki Lin [31][33]

近日，采埃孚集团宣布与地平线携手，在中国市场率先推出可支持最高至SAE L3级coPILOT城市领航（NOA）辅助驾驶系 统。该系统计划于2026年正式量产交付，并将应用于国内某自主品牌电动车平台。 采埃孚亚太区电子及高级驾驶辅助系统事业部副总裁李艳芳进一步介绍："采埃孚始终致力于深化本土自主研发与应用能 力，精准契合中国复杂交通场景与用户对智能化出行的需求。此次与地平线开展深度技术合作推出的采睿星平台，由采埃孚中国 团队独立完成开发和落地，已实现行泊一体等多项高级功能的从硬件到软件的完整落地。面向未来，我们将开发更多贴近本地市 场、响应实际需求的高品质智能驾驶解决方案，助力中国智慧出行生态的创新发展。" 采埃孚电子及高级驾驶辅助系统事业部负责人克里斯蒂安·布伦克博士（Dr. Christian Brenneke）表示："中国是全球汽车产业 创新的'大本营'和'健身房'，也是采埃孚最重要的战略市场。与地平线及中国自主品牌车企的紧密合作，让我们能够更精准地把 握市场趋势，将全球领先的技术与本土应用场景相结合，为客户提供兼具技术先进性与市场适配性的高价值产品。" 地平线创始人兼CEO余凯博士表示："采埃孚在汽车底 ...