Core Insights - China has become the first country in the world to achieve an annual production of 10 million electric vehicles, marking a significant milestone in the country's automotive industry [1][2] - The growth trajectory of China's new energy vehicle (NEV) industry has been impressive, with production and sales figures consistently leading globally for nine consecutive years [1][2] - The achievement of 10 million units is a result of a robust national strategy and over 80 supportive policies implemented over the past decade [1][2] Industry Growth - In 2013, the production of NEVs was only 18,000 units, which surged to over 5 million in 2022 and reached 9.5 million in 2023, accounting for over 60% of global NEV sales [2] - In the first ten months of 2023, NEV production and sales reached 9.779 million and 9.75 million units, respectively, reflecting year-on-year growth of 33% and 33.9% [2] - NEVs now represent 39.6% of total automobile sales in China, showcasing the sector's rapid expansion [2] Technological Advancements - The NEV industry in China has transitioned from being a follower to a leader, establishing a highly efficient collaborative industrial system and nurturing globally competitive companies like BYD and CATL [2] - Emerging technologies such as AI models, smart connectivity, flying cars, and innovations in hybrid technology are set to propel the industry further [3] - China's automotive sector is poised to contribute significantly to global automotive development, showcasing its innovative capabilities and modernized approach [3]

Core Insights - The Chinese automotive industry has achieved a significant milestone with the production of 10 million new energy vehicles (NEVs) in 2024, marking a new historical moment for the sector [1][2] - In 2023, the production and sales of NEVs in China reached 9.587 million and 9.495 million units respectively, with production and sales from January to October 2024 reaching 9.779 million and 9.75 million units [1][2] - The rapid growth of the NEV industry in China is highlighted by its increase from 78,000 units in 2014 to over 950,000 units in 2023, showcasing a leap into a new phase of marketization, industrialization, and scaling [1][2] Industry Trends - The consumption ratio of NEVs in China is expected to continue to grow, with steady improvements in technology and a richer variety of product forms [3] - The global NEV industry is entering a new stage characterized by deep electrification, intelligent evolution, and comprehensive transformation, leading to intensified competition [3] - There are still challenges in the NEV market, particularly in regions like Northeast and Northwest China, where the potential has not been fully tapped due to battery performance limitations in low temperatures [2][3] - Key areas such as high-end vehicle components, basic software, advanced materials, and development toolchains face bottlenecks, necessitating enhanced self-sufficiency capabilities [2][3]

Core Viewpoint - China's new energy vehicle (NEV) production has surpassed 10 million units this year, marking a significant milestone in the industry's growth and indicating a shift towards green development in the automotive sector [1] Industry Summary - China's NEV production and sales have maintained the world's largest scale for nine consecutive years [1] - In the first ten months of this year, NEV production reached 9.779 million units, while sales totaled 9.75 million units, reflecting year-on-year growth of 33% and 33.9% respectively [1] - NEVs accounted for 39.6% of total vehicle sales in China during this period [1] - Domestic sales of NEVs have exceeded 50% for three consecutive months, while the sales of new energy passenger vehicles have surpassed 50% for five consecutive months [1] Company Summary - The sales of Chinese brand passenger vehicles reached 13.849 million units in the first ten months, showing a year-on-year increase of 21.2%, with a market share of 64.6%, significantly outperforming foreign brands [1] - Vehicle exports reached 4.855 million units, marking a year-on-year growth of 23.8%, indicating a strengthening role in market dynamics [1]

Core Insights - China's annual production of new energy vehicles (NEVs) has surpassed 10 million units for the first time, making it the first country globally to achieve this milestone in a single year [1] - The production volume has shown significant growth from 18,000 units in 2013 to over 1 million units in 2018, and more than 5 million units in 2022, indicating a robust upward trend in the NEV sector [1] - The current production figure represents a 4.3% increase compared to the total production of 9.587 million units in the previous year, with expectations to exceed 12 million units by the end of the year [1] Industry Summary - The year 2013 marked the beginning of statistical tracking for China's NEV production and sales, with a mere 18,000 units produced [1] - By 2018, the industry reached a significant milestone with annual production hitting the million-unit mark [1] - The production growth trajectory continued, with over 5 million units produced in 2022, culminating in the current achievement of over 10 million units in 2023 [1]

证券时报，证券时报网，由人民日报社主管主办，是证券市场权威信息披露媒体，也是中国资本市场的 重要信息披露平台。 提供全天候7*24小时财经证券类资讯，内容丰富，包括时报快讯、股市新闻、财经资讯、基金净值、债 券、期货、上市公司公告等，为用户提供全方位、最新鲜的财经信息。 打造了"信披168"综合服务专区，资本市场投教"星火计划"，是权威、全面的资本市场服务平台。 ...

股票代码：600617 900913 股票简称：国新能源 国新 B 股 编号：2024-052 山西省国新能源股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 会议召开时间：2024 年 11 月 13 日(星期三)上午 09:00-10:00 一、说明会类型 ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） ● 会议召开方式：上证路演中心网络互动 ● 投资者可于 2024 年 11 月 06 日(星期三)至 11 月 12 日(星期二)16:00 前 登录上证路演中心网站首页，点击"提问预征集"栏目，或通过公司证券事务代 表邮箱（zhangzaixi600617@163.com）进行提问。公司将在说明会上对投资者普 遍关注的问题进行回答。 山西省国新能源股份有限公司（以下简称"公司"）已于 2024 年 10 月 30 日在上海证券交易所 ...

山西省国新能源股份有限公司 2024 年第三季度报告 证券代码：600617 证券简称：国新能源 山西省国新能源股份有限公司 2024 年第三季度报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人聂银杉、主管会计工作负责人毋建冰及会计机构负责人（会计主管人员）高云霞保证 季度报告中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是√否 1 / 17 山西省国新能源股份有限公司 2024 年第三季度报告 单位：元 币种：人民币 一、 主要财务数据 （一） 主要会计数据和财务指标 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------------------|------------------|--------- ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies within it [34][35]. Core Insights - The penetration of new energy vehicles (NEVs) in the passenger vehicle market reached 53.9%, an increase of 4.1 percentage points from the previous week [6][27]. - Weekly insurance registrations for passenger vehicles were 499,000 units, reflecting a decrease of 16.1% week-over-week [6][27]. - Weekly insurance registrations for new energy vehicles were 269,000 units, down 9.1% from the previous week [6][27]. - The average dealer discount for NEVs was 7.28% as of October 22, compared to 7.17% on October 15 [22][23]. - The average discount for internal combustion engine (ICE) vehicles was 21.40% as of October 22, slightly down from 21.47% [23]. Summary by Sections Industry Overview - The NEV market is experiencing significant growth, with a 55% increase in volume for Tesla China, 23% for AITO, and 29% for Xiaomi week-over-week [8][9]. - BYD Group, Tesla China, and Li Auto are the top three brands in terms of market share, holding 35%, 5%, and 4% respectively [8][9]. Key Trends - The report highlights a total of 1.27 million applications for the trade-in subsidy program as of October 7, with an average of 4,000 new applications daily during the first week of October [11][12]. - The average daily orders for various NEV brands during the week of September 29 to October 6 were as follows: BYD (23,571 units), Li Auto (2,857 units), and others [17]. Pricing Dynamics - The average price cut for NEVs was 8% year-to-date, with 88 price cuts observed [19]. - The price of battery-grade lithium carbonate decreased by 3.0% week-over-week, currently at RMB 73,900 per ton [25]. Upcoming Events - Key events to watch include the official launch of ZEEKR Mix on October 23 and XPeng Tech Day on October 24 [15][16]. Market Share Changes - Tesla China, AITO, and Xiaomi gained market share by 2.0 percentage points, 0.8 percentage points, and 0.5 percentage points respectively, while BYD Group, Galaxy, and Nio lost market share [8][9].

特此公告。 山西省国新能源股份有限公司 董事会 股票代码：600617 900913 股票简称：国新能源 国新 B 股 编号：2024-049 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2024 年 10 月 23 日 山西省国新能源股份有限公司（以下简称"公司"）于2019年10月25日在指 定披露媒体及上海证券交易所网站（www.sse.com.cn）披露了《山西省国新能源 股份有限公司关于全资子公司山西天然气有限公司2019年度第二期中期票据发 行结果公告》（2019-043），公司全资子公司山西天然气有限公司（以下简称"山 西天然气"）发行完成2019年度第二期中期票据（简称：19晋天然气MTN002）。该 期中期票据发行总额为人民币5亿元，票面利率为5.14%，到期兑付日为2024年10 月23日。 2024年10月23日山西天然气按期兑付了本期中期票据，本息共计人民币 525,770,410.96元。由银行间市场清算所代理划付至债券持有人指定的银行账 户。 山西省国新能源股份有限公司 关于全资子公司山西天然气 ...

股票代码：600617 900913 股票简称：国新能源 国新 B 股 编号：2024-051 山西省国新能源股份有限公司 关于下属公司收到政府补助的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 自2024年9月6日起截止到本公告日，公司下属公司收到的与收益相关的政府补助共 计人民币9,595,664.75元。 根据《企业会计准则第16号-政府补助》有关规定，公司将上述政府补助认定为与收益 相关的政府补助，并按规定进行会计处理。公司对上述政府补助收入的会计处理最终以会 计师年度审计确认后的结果为准。敬请投资者注意投资风险。 特此公告。 （二）具体补助情况 单位：元 | 核算单位 | 获得补助时间 | 补助项目 | 补助金额 | 补助类型 | 补助依据 | | --- | --- | --- | --- | --- | --- | | 山西国际能源集团燃气输配有限公司 | 2024 年 9 月 | 稳岗补贴 | 233,123.00 | 与收益相关 | 晋人社厅发【2024】28 号 | | 山西国际能源 ...