债市“急牛”过后市场交易力量出现分歧，随着市场进入基本面真空期，政策博弈和资金面波动成为影响行情的两大变量

上海水源地上游发生化学品船爆炸事故 未造成污染；中国国航原党委书记兼董事樊澄被查

泰国以补贴和市场吸引海外汽车产业链入局。除了整车，动力电池也在本地生产要求范围内

• Chinese electric vehicle (EV) manufacturers are increasingly penetrating the Thai market, which has become the top overseas market for China's EV sales. In the first three quarters of the year, China exported 117,000 new energy vehicles to Thailand, nearly doubling year-on-year and accounting for almost 10% of total exports. The surge in Thailand's EV market began in 2022 due to rising fuel prices and favorable government policies like "EV3.0" that promote imports and local consumption with tax incentives.
• Several Chinese automakers have signed up for Thailand's "EV3.0" policy and plan to establish local manufacturing by 2024 at the latest. BYD, NETA Auto, SAIC Motor CP (a joint venture between SAIC Group and Thailand’s Charoen Pokphand Group), Great Wall Motors, Changan Automobile, GAC Aion, and Chery Automobile are among those expanding their presence in Thailand. These companies aim to serve not only the Thai market but also the broader ASEAN region and other right-hand drive markets such as Australia and New Zealand.
• The Thai government is encouraging foreign automakers to set up local EV production capacities through policies like "EV3.5," which will be implemented from 2024 to 2027. This move aims to transform Thailand into a regional hub for electric vehicle production while maintaining its role as the "Detroit of the East." However, there are concerns about potential oversupply and price wars as more players enter an already competitive market.

泰国贸易壁垒低，消费力及汽车制造基础较强，正在成为中国新能源汽车投资聚集之地

泰国贸易壁垒低，消费力及汽车制造基础较强，正在成为中国新能源汽车投资聚集之地

8月巴西销量排名前十的新能源车型中，除了丰田的两款油电混动车型外，其余均为中国品牌

上半年，长城汽车在国内销售39.5万辆，同比下跌11%；海外市场销量为12.3万辆，同比增长80.2%

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Great Wall Motor and Hozon Auto make debuts at Indonesia International Motor Show this week and push to set up local factories

目前，日系汽车品牌在印尼市场处于垄断地位，中国车企希望借新能源汽车领先优势“换道”抢占当地市场

中金公司认为，“一揽子化债方案”意味着短期内城投债风险有限，但长期债务化解情况以及是否能够迎来实质性偿债风险的降低，仍取决于具体化债政策的选择和效果。

State-owned auto giant helps lead an overseas push including Great Wall and BYD in response to global demand for Chinese EVs

Meituan buys co-founder’s nascent AI venture, EV startup Byton’s subsidiaries face liquidation

Chinese carmaker will launch its Haval H6 hybrid model in August and a new EV assembly plant in the country is planned for 2025

玻利维亚加快锂盐湖开发 中国企业再中标；长城汽车计划8月进入越南市场 2025年在当地设立新能源组装厂

2022年越南汽车年销量约为50万辆，是东盟区域第四大汽车市场

“十四五”期间海上风电爆发式增长，业界呼吁理性有序开发、用好每一片海洋资源

【数据通会员独享新闻+数据深度阅读】“十四五”期间海上风电爆发式增长，业界呼吁理性有序开发、用好每一片海洋资源

境内债展期方案里，融创中国设置绍兴黄酒小镇、广州文旅城、无锡文旅城等多个项目的收益权作为偿付保障措施