-- 根據週日提交給香港交易所的文件顯示，蔚來汽車（港交所代碼：9866，新加坡交易所代碼：NIO）4月交付了29,356輛汽車，較去年同期成長23%。 週一早盤交易中，這家新能源汽車製造商在香港上市的股票下跌近2%。 交付的車輛包括19,024輛蔚來品牌高階智慧電動車、5,352輛安沃品牌汽車以及4,980輛小型高階電動車品牌螢火蟲品牌車。 截至4月30日的四個月內，交車量成長71%，達到112,821輛。
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Qingling Motors Signs Repurchase Deal for 10 New Energy Vehicles
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Research Alert: Oil & Gas E&p: Uae Departure From Opec Should Have A Long Fuse
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:The UAE departed OPEC on Friday, removing the cartel's third-biggest member with 3.64 mmb/d crude production, trailing only Iraq (4.50 mmb/d) and Saudi Arabia (10.40 mmb/d). The departure gives the UAE flexibility to boost production beyond current quotas, though it remains constrained by Persian Gulf blockades limiting tanker traffic through the Strait of Hormuz. We think the impact is likely a 2027 event, as the UAE exports 2.75 mmb/d but its Habshan-Fujairah Pipeline only handles 1.5 mmb/d, making incremental volumes dependent on Strait transit. The departure could enhance crude oil volatility for 2026-2027. We think 2026 will see considerable scarcity, benefiting E&Ps with spot exposure over the next two quarters while prices stay high. We see high potential for an oil price debacle in 2027 when more crude reaches markets, coupled with economic toll from nosebleed prices. Even U.S.-centric firms like FANG remain price-takers exposed to global crude pricing.
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