On the eve of the UK budget, HSBC cut its forecast for UK 2027 GDP growth to 1.1%.

Apple’s first foldable iPhone, the iPhone Duo, has had multiple screen-failure reports on social platforms in its opening week; faults are suspected to be linked to the hinge. A Foxconn employee said the failures are broadly consistent with a hinge-related issue and that, amid tight capacity, Apple had previously relaxed some yield quality-control thresholds to maintain supply—raising the likelihood defective screens could reach the market. Foxconn has urgently replaced a batch of materials on the iPhone Duo production line; production remains unaffected and stocking plans are unchanged. A channel source said iPhone Duo inventory for the year is being prepared at about 7.5 mln units.

1. 工信部组织召开汽车产业国际合作圆桌会，12个国家和地区代表参会。 2. 崔东树：2026年1-9月汽车行业利润率为3.3%。 3. 海南：到2027年新增汽车中新能源汽车比例不低于70%，平稳推进2030年禁售燃油车。 4. 保时捷利润保持稳健，911车型对冲销量下滑。 5. 大众中国：已在合肥正式获得L3级自动驾驶道路测试牌照。 6. 大众汽车考虑将中国车型的软件架构推广至欧洲。 7. 美媒：中国汽车制造商在欧洲的季度销量超过日本。 8. 上汽集团：前三季度海外销售突破百万辆，已超去年全年水平。 9. 日本将投入6.4亿美元补贴，支持钙钛矿太阳能电池量产。 10. 全国工商联汽车经销商商会：过半品牌三季度主要固定返利兑现账期不超过30天。 11. 奥迪、中国一汽、上汽集团签署协议，明确“双品牌、双合作伙伴”渠道架构。