四部门征求意见稿：明令禁止全隐藏式门把手，折叠屏、柔性屏同步叫停；要求灯光、雨刮、制动等关键功能须保留实体按键；行车时禁用零重力座椅、旋转座椅及床铺模式；测试验证须达"两冬一夏"、耐久里程不低于3万公里，违规隐患车将被停产召回。新规自2027年1月起执行。#造车

#乘联会 数据显示，9月全国乘用车零售销量170.2万辆，同比下降24%；新能源乘用车零售114.1万辆，同比下降12%。新能源车由增转降，是本月数据中最关键的变化。这一变化意味着此前“整体下滑、新能源逆势增长”的结构被打破，车企四季度的量价与盈利将同时承压。此前乘联会已将2026年国内汽车销量预测从下降1%下修至下降11%。#造车 #社零

据彭博10月9日报道，本周一笔从美国出发的油轮订单，运费折算后相当于每桶41美元的运输成本，而去年同一航线的均值仅为4.50美元。这一成本约占西德克萨斯中质原油期货价格的45%。船舶经纪商Gibson指出，这趟航程的费用约为8000万美元，高于SpaceX猎鹰9号约7400万美元的标准发射报价；而同等金额在今年早些时候还足以直接买下一艘同类油轮。#VLCC #油运 #美伊冲突

野村证券跨资产策略师Charlie McElligott在10月8日的报告中警告，标普500指数近两个月几乎原地踏步，但85%的成分股已陷入技术性调整，指数的"平静"不过是极度集中的市场结构所制造的幻觉。McElligott指出，仅十只股票就贡献了标普500 自3月30日以来23%涨幅的70%，其中英伟达一家独占13%。与此同时，欧洲柴油短缺正通过利率波动率传导至整个市场，构成随时可能引爆的“导火索”。从更宏观的视角看，成分股的损伤触目惊心：85%的标普500成分股较历史高点回撤超过10%59%回撤超过20%41%回撤超过30%26%回撤超过40%17%回撤超过50%#SP500

德银追踪了过去两年美股科技股的五轮轮动周期。数据显示，此前四轮反弹的中位涨幅约为29.5个百分点（相对大盘），而本轮截至10月8日已累计跑赢18.1个百分点。分析师指出，当前科技股相对表现已接近长期趋势通道上轨——这正是此前数次反转的起点。仓位数据同样支持这一判断。截至10月8日，科技及大盘成长股仓位处于第58百分位，虽较近期高点有所回落，但仍明显超配。分析师写道：科技股的轮动已经走得很远，近期风险回报不再有吸引力。

截至10月9日，上交所融资余额报12914.37亿元，较前一交易日减少70.01亿元；深交所融资余额报12304.47亿元，较前一交易日减少75.80亿元；两市合计25218.84亿元，较前一交易日减少145.81亿元。#融资融券

How Battery Management Systems Are Improving Automotive Battery Performance Introduction Modern automotive batteries rely on electronic monitoring and control systems to operate safely and efficiently. A battery management system, commonly known as a BMS, monitors battery conditions and helps ensure that cells operate within specified limits. Its role becomes especially important in electric vehicles, where large battery packs contain many interconnected cells. As vehicle electrification progresses, battery management is becoming an important source of innovation in the automotive batteries market. Monitoring Battery Conditions A battery management system monitors parameters such as voltage, current, and temperature. These measurements help estimate the battery's state of charge and state of health. Accurate monitoring allows vehicle control systems to make informed decisions about available energy, charging limits, and power delivery. Reliable estimates also help drivers understand remaining range and battery condition. Improving Battery Safety Battery packs must operate within defined electrical and thermal limits. A BMS can detect abnormal conditions and initiate protective responses, such as reducing current or disconnecting the battery through appropriate safety hardware. Monitoring cannot eliminate every battery risk, so manufacturers also use thermal management, mechanical protection, electrical isolation, and validated safety procedures. Supporting Battery Life Charging patterns, temperature exposure, and operating conditions influence battery degradation. A BMS can help reduce unnecessary stress by controlling charging and discharging within approved limits. Cell balancing is another important function. It helps manage differences between individual cells so that variations in charge do not unnecessarily restrict the usable capacity of the pack. Software and Predictive Maintenance Advances in software and data analysis are expanding the capabilities of battery management systems. Depending on the vehicle architecture, algorithms may identify unusual performance patterns, improve battery-state estimates, or support predictive maintenance. Connected vehicle systems can also provide information that helps service teams assess battery condition and plan maintenance. Conclusion Battery management systems are essential to the reliability of modern automotive batteries. Through monitoring, protection, cell balancing, and improved battery-state estimation, they support safer operation and more effective energy utilization. Continued software and hardware innovation will remain important as battery packs become more sophisticated. Source; https://researchintelo.com/report/automotive-batteries-market

#韩股 韩国首尔综指收盘跌3.6%，报6384.24点。

#大宗期货 收盘，碳酸锂主力合约跌超11%，甲醇跌超7%，沥青、生猪跌超3%。橡胶、沪银涨超2%。

上证指数收报3797.24点，跌0.43%。深证成指收报12384.87点，跌2.03%。创业板指收报2963.82点，跌2.61%。沪深300收报4287.98点，跌0.68%。科创50收报1426.72点，跌2.10%。中证500收报7093.02点，跌2.18%。中证1000收报7021.47点，跌1.88%。三市超4300股飘绿，今日成交1.55万亿。影视院线、风电设备、传媒、银行板块涨幅居前，贵金属、房地产服务、能源金属、元件、小金属、石油石化、稀土、有色金属板块跌幅居前。#A股