9月1日晚，汽车企业集中发布8月新能源车销售"成绩单"。 值得注意的是，在月销3万辆的分水岭上，蔚来和理想出现了位置的互换。蔚来公司以31305辆的交付量，在34个月来首次超越理想汽车。 中国汽车流通协会发文称，8月车市整体保持平稳，汛期高温多雨对消费形成短暂压制，不过随着开学季购车刚需释放、"818购车节"等促销活动以及成都 等多地车展相继启动，对终端销量形成一定拉动。 具体来看，8月，零跑汽车交付量再创新高，达5.71万辆，同比增长超过88%，连续6个月稳居新势力品牌月交付领先位置。小鹏汽车交付新车3.77万辆， 同比增长169%，环比增长3%，单月交付量再创历史新高。小鹏汽车预计，自9月起总交付量超过4万辆。蔚来汽车交付新车3.13万辆，同比增长55.2%，创 历史新高。小米汽车交付量超过3万辆。 展望车市"金九"，中国汽车流通协会表示，9月将进入"金九银十"传统旺季，叠加国补资金全面落地及地方性购车补贴密集跟进（如上海、安徽、成都等 地加码），消费者观望情绪有望缓解。结合8月下半月积累的复苏动能，预计9月市场表现将优于8月，乘用车终端零售有望实现环比增长。 然而，作为2024年新势力"销冠"——理想汽 ...

据悉，通告涉及国际航行集装箱班轮移泊、港区间危险货物中转、港作拖轮和燃油供应船申报手续优化 等四项海事政务服务内容，惠及前海片区港口码头企业、往来深圳的所有国际集装箱班轮公司、深圳水 域船舶油料供受作业单位和港口服务公司等航运链条多个环节。深圳海事局从创新政务服务举措的角度 寻找突破口，通过审批结果互认、数据共享和复用推进极简申报、审批秒批。为做好便利举措实施后的 审管衔接和水上安全保障工作，深圳海事局还同步出台了便利举措事中事后监管工作方案。 【深圳商报讯】（记者魏薇通讯员 于飞）近日，深圳海事局发布一体化海事政务服务若干便利举措通 告。据海事部门测算，一体化海事政务服务便利举措落地生效后，将为深圳水域港航企业每年节省各类 手续办理超过1.2万小时时长，有效提升港口通关效率。 ...

Group 1 - The Shenzhen-Hong Kong-Guangzhou innovation cluster has ranked first in the "World's Top 100 Innovation Clusters" for the first time, surpassing the Tokyo-Yokohama cluster [1] - The cluster has maintained a position in the top two for five consecutive years since 2020, indicating a strong and consistent performance in global innovation [1] - The global top 100 innovation clusters are distributed across 33 economies, with China having the highest number of clusters at 24, followed by the United States with 22 [1] Group 2 - Guangdong province ranks first in China for high-value invention patents, with 367,700 patents, and has a cumulative PCT international patent application volume of 304,700 [2] - The province has been focusing on building a world-class intellectual property strong province, with significant efforts in cities like Guangzhou and Shenzhen [2] - The global innovation index cluster ranking was established in 2017 and evaluates the concentration of world-class innovation activities based on three core indicators: international patent applications, research paper publications, and venture capital transaction volumes [2][3]

Group 1 - BYD reported a revenue of 371.3 billion yuan for the first half of the year, representing a year-on-year growth of 23% [1] - The net profit attributable to shareholders reached 15.5 billion yuan, with a year-on-year increase of 14% [1] - R&D investment surged to 30.9 billion yuan, a significant increase of 53% compared to the previous year, highlighting the company's commitment to technology and innovation [1][2] Group 2 - BYD's total tax contribution in China for the first half of 2025 was 27.1 billion yuan, exceeding its net profit by over 10 billion yuan [1] - In the first seven months of 2025, BYD's global sales reached 2.49 million units, marking a year-on-year growth of 27.4% [2] - Overseas sales of passenger cars and pickups exceeded 550,000 units, showing a remarkable growth of over 130% year-on-year [2]

【深圳商报讯】（首席记者李秀瑜）记者从港铁（深圳）公司获悉，地铁4号线于9月1日起执行新版运 行图，部分站点首班车运营服务时间提前7至20分钟不等，助力市民"早出发、早到达"。 面对持续高位客流，港铁（深圳）通过优化运能、强化安全、提升服务等多维度举措，为乘客提供安 全、高效、舒适的出行体验。7月19日至8月31日，4号线周末日间行车间隔压缩至4分钟，全天运能提升 6.1%。 数据显示，暑运以来截至8月26日，4号线、13号线累计安全运送乘客4847.27万人次，开行列车5.46万列 次，安全运营里程613.17万列公里。截至8月26日，暑运期间4号线单日最高客流83万人次，同比增长 4.69%，13号线单日最高客流17.51万人次。 此次调整是在确保夜间设备检修时间充足的前提下，安排4号线出段空车提早在途经站点载客运营，进 一步方便龙华片区清晨通勤、上学及跨境乘客高效出行。4号线执行新版运行图后，部分站点首班车运 营服务时间提前。其中，清湖、龙华、龙胜、上塘、红山往福田口岸方向的首班车运营服务时间提前20 分钟，清湖站首班车最早运营时间为6:02；牛湖、观澜湖、松元厦往福田口岸方向的首班车运营服务时 间提前 ...

Market Performance - On the first trading day of September, A-shares continued their upward trend, with the Shanghai Composite Index rising 0.46% to 3875.53 points, the Shenzhen Component Index increasing by 1.05% to 12828.95 points, and the ChiNext Index up by 2.29% to 2956.37 points [1] - The total trading volume of the Shanghai, Shenzhen, and North markets reached 27,779 billion yuan, marking the 14th consecutive trading day with a turnover exceeding 20 trillion yuan, including three days where it surpassed 30 trillion yuan [1] - In August, the Shanghai Composite Index gained 7.97%, the Shenzhen Component Index rose by 15.32%, the ChiNext Index increased by 24.13%, and the STAR 50 Index surged by 28% [1] Market Drivers - The core drivers of the current market rally are identified as policy and institutional benefits, declining risk-free interest rates, and ample liquidity [2] - Despite potential market fluctuations, the interest from external funds in A-shares continues to rise, suggesting that the ongoing trend may persist [2] Sector Performance - Notable sectors that contributed to the market rally include non-ferrous metals, pharmaceuticals, and semiconductors, while gold concepts, innovative drugs, and CPO concepts experienced significant surges [1] - Key investment themes for September include AI computing power, semiconductor self-sufficiency, solid-state batteries, commercial aerospace, controllable nuclear fusion, and innovative pharmaceuticals [2] Market Outlook - Short-term expectations indicate that the market will likely operate at a high level, with potential for a phase of consolidation following previous gains [2] - The focus for September is on structural allocation opportunities, particularly in resource sectors, innovative pharmaceuticals, consumer electronics, chemicals, gaming, and military industries [2]

据统计，暑运期间（7月1日至8月31日），深圳铁路累计到发旅客3723.6万人次，同比增长7%。其中发 送旅客数量为1916.5万人次，较去年同期增长99.4万人次，增长5.5%，旅客发送量为历年暑运最高。 日均开行1172列 深圳铁路相关负责人介绍，今年暑运整体客流稳定增长，主要以学生流、旅游流、探亲流为主，商务流 为辅。热门方向中，省内短途游主要往返广州、潮州、梅州等方向，省外中长途游主要往返长沙、武 汉、桂林等方向。其中，学生流、亲子游出行需求旺盛，分别占比7.2%、13.7%。 针对旅客多样性的出行需求，铁路部门根据候补购票数据情况，科学分析旅客出行规律，及时在热门方 向、时段增加运力。暑运期间，深圳铁路日均开行旅客列车1172列，累计安排临时旅客列车2363列，增 开深圳前往日照、太原、启东、上海松江、邵阳、张家界、重庆等直通方向旅客列车。其中，加开往返 广州、长沙、武汉、贵阳、汕头、厦门等方向夜间高铁300余列，累计运送旅客超11.5万人次。 暑运期间，福田站累计到发旅客183.3万人次，同比增长24%。暑运期间，广深港高铁跨境客流达到 612.4万人次，同比增长16.7%。跨境客流双向奔赴特征明 ...

Group 1 - The implementation of the "Personal Consumption Loan Interest Subsidy Policy" on September 1 includes a wide range of consumer areas, such as household appliances, education, and healthcare, aiming to boost service consumption [1] - Shenzhen is actively promoting the expansion and upgrading of service consumption, particularly in sectors like dining, accommodation, and elderly care, to enhance the quality and efficiency of basic service consumption [2][3] - The city has introduced numerous international and domestic dining brands, with 109 new restaurant openings and various promotional events to attract consumers, including the 2025 Shenzhen Futian Coffee Life Week [2] Group 2 - In the home service sector, Shenzhen has organized recruitment events and training programs, attracting over 1,800 participants and providing more than 5,000 job opportunities [3] - The city is enhancing elderly care services by organizing international expos, building experience centers, and expanding community services, with 83 elderly care institutions and over 14,000 beds available [3] - The government recognizes service consumption as a key driver for economic growth, employment stability, and improved living standards, with a focus on high-quality development and new consumption patterns [4]

Group 1 - The total box office for the 2025 summer season reached 11.966 billion yuan, with 321 million admissions, reflecting year-on-year growth of 2.76% and 12.75% respectively [1] - Domestic films accounted for 76.21% of the total box office, demonstrating the resilience and potential of the Chinese film market [1] - The summer season featured a healthy distribution of films, with the top film "Nanjing Photo Studio" leading at 2.89 billion yuan, followed by "Wang Wang Mountain Little Monster" at 1.455 billion yuan [1] Group 2 - The emergence of new-generation directors and screenwriters has been a highlight of this summer season, with innovative storytelling and animation techniques [2] - "Nanjing Photo Studio" successfully reconstructed historical narratives from the perspective of ordinary people, achieving a balance between thought-provoking content and emotional resonance [2] - The quality of films this summer was notably high, with six films in the top ten achieving Douban ratings above 8, indicating a strong correlation between quality and box office success [1][2]

Core Viewpoint - Anta Group's subsidiary Amer Sports reported a significant increase in net profit for the first half of 2025, exceeding market expectations with a year-on-year growth of 3047.06% [1] Financial Performance - Amer Sports' revenue increased by 23.46% from approximately $2.194 billion in the same period last year to $2.708 billion (approximately 19.457 billion RMB) [1] - The net profit for the first half of 2025 reached $161 million (approximately 1.157 billion RMB), a substantial increase from $5.1 million in the previous year [1] Market Analysis - In the second quarter, Amer Sports' revenue from the China market surpassed that of North America, achieving $410 million [1] - The Asia-Pacific region, excluding China, saw a revenue growth of 45%, leading the global market [1] - The synergistic effect of Amer Sports' brand matrix is being realized, with Salomon's growth outpacing Arc'teryx, becoming a new growth engine for the group [1] Future Outlook - Based on the strong performance in the first half of the year, Amer Sports has raised its full-year performance guidance, expecting a revenue growth of 20% to 21% for the fiscal year 2025 [1]