2.我国电动汽车充电基础设施总数达1610万个 3.中国一汽目标2030年整车销量超500万辆 4.理想汽车与支付宝联动 将上线停车缴费新能力 点 击 蓝 字 关 注 我 们 本文全文共 3820 字，阅读全文约需 13 分钟 目录 国内新闻 1.北京摇号将加强对多子女无车家庭的支持 5.极氪汽车与特来电开启合作 即插即充功能全面打通 6.小米汽车:8月计划新增18家门店 7.日产中国与东风集团新设合营企业进入公示期 8.智己汽车宣布进军澳大利亚市场 国外新闻 1.法国7月新车注册量下降7.66% 2.泰国调整电动汽车政策造成出口基地 3.巴西提前上调电动汽车散件进口税 4.电动汽车制造商Lucid组建美国电池材料联盟 商用车 1. 斥资近38亿欧元 塔塔汽车收购依维柯 北京摇号将加强对多子女无车家庭的支持 时间:2025.7.1 来源:新浪汽车 7月31日，北京市人民政府办公厅发布《北京市关于完善生育支持政策体系推动建设生育友好型社会的工 作措施》 其中明确，加强交通出行保障。在以家庭为单位配置小客车指标时，加强对多子女无车家庭的倾斜支 持。 2. 最高17.87万元 湘潭货车淘汰再升级 3. 东风龙擎3. ...

点 击 蓝 字 关 注 我 们 | | 目录 | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 生产厂商 | 子车型 | 上市时间 | 细分市场及车身结构 | 工程更改规模 | | 1 | 沃尔沃亚太 | S60 | 2025 / 07 / 25 | B NB | MCE1 | | 2 | 一汽轿车 | 奔腾 小马 | 2025 / 07 / 27 | A00 HB | MCE1 | | 3 | 广汽丰田 | 凯美瑞 | 2025 / 07 / 29 | B NB | MCE1 | | র্ব | 理想汽车 | 理想 i8 | 2025 / 07 / 29 | C SUV | NP | | 5 | 广汽乘用车 | 传祺 向往M8 | 2025 / 07 / 30 | C SUV | NM | | 6 | 奇瑞汽车 | 捷途 大圣 | 2025 / 07 / 30 | A SUV | MCE1 | | 7 | 长安马自达 | 马自达3 昂克赛拉 | 2025 / 07 / 30 | A NB | MCE1 | | 8 | 比亚迪汽车 | 比亚迪 元UP ...

点 击 蓝 字 关 注 我 们 本文全文共 1795 字，阅读全文约需 6 分钟 2025年7月31日，中国汽车流通协会发布的最新一期"中国汽车经销商库存预警指数调查"VIA（Vehicle Inventory Alert Index）显示，2025年7月中国汽车经销商库存预警指数为57.2%，同比下降2.2个百分点，环比 上升0.6个百分点。库存预警指数位于荣枯线之上，汽车流通行业景气度有所下降。 7月，车市步入传统淡季。受部分地区补贴政策阶段性退坡、汽车消费金融返佣下调及厂家促销力度收缩 影响，消费者持币观望情绪加剧。经销商反馈显示市场热度不及6月，有47.7%的经销商认为7月整体车市呈下 降趋势，且降幅超过5%。尽管年中冲量对7月需求形成一定透支，但在前期积累订单的有效消化以及暑期旅游 热潮带动下，市场热度仍维持相对高位。近期极端天气多发叠加车企高温假影响，以及经销商在6月冲量后补 库动力减弱，经销商库存水平较6月末出现小幅回落。 目前经销商经营持续面临以下挑战：终端客流量呈现下滑趋势，消费者受市场环境及政策调整影响，购 车决策周期延长，成交率不及预期。同时，库存周转速度放缓带来的资金占用压力持续存在， ...

本文全文共 2400 字，阅读全文约需 8 分钟 一、重庆诸多美言汽车业回暖 直辖市重庆2025上半年实现地区生产总值（GDP）15929.58亿元，同比增长5.0%，增速比一季度提高0.7 个百分点，保持了稳步向好态势。 随着汽车等重点产业持续回暖，重庆全市工业经济稳定回升，工业增加值同比增长5.3%，较一季度提高 1.6个百分点，对经济增长贡献率为29.6%，拉动经济增长1.5个百分点。该市统计部门不惜选用诸多炫丽词 语，美言汽车产业对全市经济发展的贡献。 "汽摩擎旗，产业引擎轰鸣"，此美言之一。上半年全市汽车产业增加值同比增长8.4%，对全市的拉动力 从一季度的0.5个百分点上升为1.7个百分点，有力支撑全市工业经济稳步增长。其中，新能源整车增加值增长 19.6%，汽车零部件及配件增加值增长11.5%，分别较一季度加快17.6、2.1个百分点；摩托车产量362.20万辆增 长23.1%、产业增加值增长27.7%，拉动全市工业经济增长0.9个百分点。 "工投铸剑，质效双锋并砺"，乃美言之二。上半年汽车汽车产业投资增长12.6%，技改投资持续发力，装 备和能源等行业投资项目持续放量，工业投资占全市投资比重的 ...

点 击 蓝 字 关 注 我 们 本文全文共 2276 字，阅读全文约需 7 分钟 中国汽车流通协会乘用车市场信息联席分会(简称乘联分会)联合上海安路勤企业管理咨询有限公司(简称 安路勤)联合发布的乘用车智能化指数，旨在定期监控国产乘用车市场的智能化发展进程，并通过历史数据比 对，判断未来发展趋势。 17.0。 2025年6月乘用车智能化指数为35.6。其中智能座舱指数为38.2；智能驾驶指数为39.7；舱外智能指数为 目前，乘用车智能化指数有三个分项指数，分别为 智能座舱指数、智能驾驶指数 和 舱外智能指数 。 2025年6月智能座舱指数为38.2，较上月增长了1.6个单位，延续了平稳增长的趋势。 2025年6月智能驾驶指数39.7，较上月大幅提升3.2个单位，延续了此前的增长势头并呈现显著增长态势。 变化。 通过对2025年1月起的乘用车智能化指数进行追溯计算，可以看到最近6个月来的乘用车智能化指数走势 2025年6月舱外智能指数为17.0，较上个月小幅下降0.8个单位，此前的增长态势出现小幅回落。 2025年6月全国乘用车市场零售销量为208.5万辆，同比增长18.2%，环比增长7.6%，其中新能源车市场 ...

点 击 蓝 字 关 注 我 们 本文全文共 3630 字，阅读全文约需 12 分钟 目录 国内新闻 1.中共中央政治局:依法依规治理企业无序竞争 2.国家能源局:制订大功率充电设施建设改造的政策文件 3.深圳粤B牌将阶梯摇号 "久摇不中"人群中签率提升 4.中国长安朱华荣:未来10年新汽车领域计划投入2000亿元 5.极氪发布极端天气服务关怀行动 6.吉利汽车下半年将推5款新车 7.交易金额7.23亿元 岚图汽车完成对武汉云峰工厂收购 8.图达通官方宣布与库萨科技达成战略合作 国外新闻 1.丰田汽车将在捷克生产欧洲首款电动车 2.LG新能源获特斯拉43亿美元磷酸铁锂电池大单 3.印度塔塔汽车将斥资近38亿欧元收购依维柯 4.特斯拉Robotaxi调整定价策略 商用车 1. 宇通重卡全场景新品上市 2. 奇瑞联合重卡电麒麟青岛批量交车 3. 江淮1van全系列全场景全价值新品上市 4. 中国首台商用车燃氢发动机在河北沧州投用 国内新闻 1 深圳粤B牌将阶梯摇号 "久摇不中"人群中签率提升 时间:2025.7.31 来源:财联社 中共中央政治局:依法依规治理企业无序竞争 时间:2025.7.31 来源:财联社 7 ...

Core Insights - The 2025 Fortune Global 500 list shows that Walmart remains the largest company with a revenue of $680.985 billion, marking a 5.07% increase from the previous year [1] - The threshold for entering the list increased to $32.249 billion, a smaller rise compared to the previous year's 3.74% [1] - Chinese companies in the list decreased to 130, the lowest since 2019, while the U.S. has 138 companies, indicating a trend of fewer Chinese firms compared to U.S. firms [1] Automotive Industry Overview - In the 2025 Global 500, there are 35 companies in the "Vehicles and Parts" category, with a total of 27 automakers, a decrease of 2 from 2024 [1][5] - Among the 27 automakers, 17 experienced a drop in rankings, with significant declines for state-owned enterprises in China, while companies like BYD, Geely, and Chery saw substantial increases in their rankings [5][6] - The overall profit for the 27 automakers decreased by $56.9 billion in 2024 compared to 2023, indicating increased operational pressure in the global automotive industry [6] Volkswagen and Toyota Analysis - Volkswagen reported a global vehicle sales decline of 3.5% in 2024, while its revenue grew by 0.7% [7] - Toyota's global sales also fell by 3.7% in 2024, with a notable decrease in sales in the Chinese market [8][9] - Both companies are adapting their strategies to address declining sales in China, with Volkswagen extending joint venture agreements and Toyota restructuring its R&D operations [8][9] Chinese Automotive Market Dynamics - In 2024, China's automotive production and sales grew by 3.7% and 4.5%, respectively, with significant growth in the new energy vehicle sector [10] - The rapid growth of domestic electric vehicle manufacturers has led to a decline in market share for traditional foreign automakers in China [10][12] - Some foreign brands have exited the Chinese market, while others are increasing their investment in electric vehicle production to remain competitive [13] General Motors' Strategy in China - General Motors is restructuring its operations in China to improve efficiency, with a reported sales increase of 8.64% in the first half of 2025 [14] - The company faced significant losses in its Chinese investments, prompting a reevaluation of its strategy in the region [14][15] - The impact of U.S.-China trade relations and tariffs on GM's operations in China is a critical factor for future performance [15]

Group 1: Market Overview - In July 1-27, the national retail sales of passenger cars reached 1.445 million units, a year-on-year increase of 9%, but a month-on-month decrease of 19% [1][4] - Cumulative retail sales for the year reached 12.346 million units, reflecting an 11% year-on-year growth [1][4] - Wholesale of passenger cars during the same period was 1.505 million units, up 17% year-on-year but down 25% month-on-month [1][7] Group 2: New Energy Vehicles (NEVs) - Retail sales of NEVs from July 1-27 totaled 789,000 units, a 15% year-on-year increase, with a penetration rate of 54.6% [1][4] - Cumulative NEV retail sales for the year reached 6.258 million units, a 31% increase year-on-year [1][4] - NEV wholesale during the same period was 816,000 units, also up 17% year-on-year, with a penetration rate of 54.2% [1][4] Group 3: Monthly Trends - Daily average retail sales for the first week of July were 40,000 units, a 1% increase year-on-year but a 6% decrease month-on-month [3] - The second week saw daily average sales of 48,000 units, up 11% year-on-year but down 4% month-on-month [3] - The third week recorded 58,000 units daily, a 17% year-on-year increase but a 20% decrease month-on-month [4] Group 4: Economic Context - The domestic economic situation has improved, particularly with recent export recovery stabilizing domestic demand [4] - The automotive market is expected to enter a consolidation phase due to inventory reduction pressures in the fuel vehicle segment [4][5] - The market's monthly patterns are becoming more stable, with July historically showing a higher retail share in recent years compared to earlier periods [4] Group 5: Global Market Insights - In the first half of 2025, China accounted for 68% of the global NEV market share, with a significant increase in its share of the global pure electric vehicle market [8][9] - The global automotive market saw a total of 46.32 million units sold in the first half of 2025, with China contributing 15.65 million units, reflecting an 11% growth [10][11] - The automotive industry in China is experiencing a gradual recovery in global market share, reaching 36% by June 2025 [10]

Domestic News - Inner Mongolia has issued new regulations for the testing of intelligent connected vehicles, emphasizing safety and a gradual approach to testing and commercialization [2] - By the end of 2024, the loan balance for new energy vehicles is expected to reach 204.1 billion RMB, reflecting a year-on-year growth of 23.44% [3] - Seres Group has signed a cooperation agreement with Harbin Institute of Technology to establish a joint innovation research institute for smart vehicles, aiming to enhance collaboration in technology and talent development [4] - Avita plans to launch 17 new products by 2030, with an annual production capacity of 280,000 vehicles at its smart factory [6] - GAC Group has initiated the second phase of its IPD and digital transformation project, focusing on improving operational efficiency and collaboration [7] - Chery Automobile has announced a patent for a folding wing mechanism for flying cars, enhancing space efficiency for road use [8] - Li Auto has surpassed 3,000 supercharging stations, with a robust financial reserve of 110.7 billion RMB to support further expansion [9] - XPeng's self-developed Turing AI chip has received stringent automotive-grade certification, showcasing its advanced processing capabilities [10] International News - Thailand's new car sales slightly decreased by nearly 2% in the first half of the year, with a total of 302,694 vehicles sold [11] - General Motors is shifting its in-car entertainment system to a Google-based platform, phasing out Apple CarPlay and Android Auto, despite some consumer dissatisfaction [13] - Nissan plans to consolidate its production operations in Mexico into a single facility to enhance efficiency and support sustainable growth [14] - Waymo is expanding its ride-hailing services to Dallas, Texas, in collaboration with Avis Budget Group for fleet management [16] Commercial Vehicles - The Ministry of Transport is promoting fair distribution of interests among platform drivers and cargo owners, focusing on risk-sharing and timely payment of freight [17] - Foton has launched several new electric commercial vehicles, aiming to lead the green logistics sector [18] - Linyi City has announced a subsidy program for the scrapping and updating of old operational trucks, with a maximum subsidy of 140,000 RMB [19] - Foton's mid-year business meeting highlighted strategies for becoming a leading brand in the light commercial vehicle sector [21]

Core Viewpoint - The article highlights the trends in China's electricity market and industrial profits for the first half of 2025, indicating a mixed performance across different sectors and a notable increase in cross-regional electricity trading [1][3][4]. Electricity Market Summary - In the first half of 2025, the total electricity market trading volume reached 2.95 trillion kilowatt-hours, a year-on-year increase of 4.8%, accounting for 60.9% of the total electricity consumption, up by 0.52 percentage points [3]. - The provincial trading volume was 2.28 trillion kilowatt-hours, remaining flat year-on-year, while cross-regional trading volume was 670.7 billion kilowatt-hours, showing an 18.2% increase [3]. - In June 2025, the total electricity market trading volume was 502 billion kilowatt-hours, a 2.2% increase year-on-year, with cross-regional trading volume increasing by 11.1% to 117.4 billion kilowatt-hours [3]. Industrial Profit Summary - In the first half of 2025, profits of large-scale industrial enterprises decreased by 1.8% year-on-year, totaling 34,365 billion yuan [5]. - State-owned enterprises saw a profit decline of 7.6%, while foreign and Hong Kong-Macau-Taiwan invested enterprises experienced a profit increase of 2.5% [5]. - The mining sector faced a significant profit drop of 30.3%, while the manufacturing sector saw a profit increase of 4.5% [6]. - Notable profit growth was observed in sectors such as black metal smelting (up 13.7 times) and agricultural processing (up 22.8%) [6]. Revenue and Cost Analysis - In the first half of 2025, large-scale industrial enterprises achieved a total revenue of 66.78 trillion yuan, a 2.5% increase, with costs rising by 2.8% to 57.12 trillion yuan [7]. - The profit margin decreased to 5.15%, down by 0.22 percentage points year-on-year [7]. - By the end of June 2025, total assets of large-scale industrial enterprises reached 183.17 trillion yuan, a 5.1% increase, with liabilities growing by 5.4% to 105.98 trillion yuan [8]. Accounts Receivable and Inventory - By the end of June 2025, accounts receivable amounted to 26.69 trillion yuan, reflecting a 7.8% year-on-year increase, while finished goods inventory was 6.60 trillion yuan, up by 3.1% [9]. - The average collection period for accounts receivable increased to 69.8 days, up by 3.9 days year-on-year [10].