| | 10360.15 ↓ -141.78 | | --- | --- | | 车 | 2434.58 + -38.33 | | 1. | 1015 01 = | t 数据 金十图示：2025年07月30日（周三）全球汽车制造商市值变化 | India | | | | | --- | --- | --- | --- | | > 小鹏汽车 | 177.11 | + -5.2 | 18.4 | | 长安汽车 | 162.75 | ↑ +0.73 | 1.86 | | Rivian | 156.45 | + -8.62 | 13.06 | | JAC 江淮汽车 | 154.96 | + -0.58 | 7.1 | | 斯巴鲁 | 138.07 | -1.73 | 18.89 | | 雷诺 | 136.28 | ↑ +1.04 | 39.58 | | 蔚来汽车 | 107.84 | + -2.74 | 4.71 | | 和泰汽车 | 105.48 | + +0.75 | 18.93 | | nzusi 五十铃 | 92.88 | +0.17 | 13.07 | | 广汽集团 == | 92.59 | 1 +0.12 ...

7月30日，吉利汽车(00175)盘中下跌2.09%，截至10:09，报18.74元/股，成交3.52亿元。 吉利汽车控股有限公司专注于研发、制造以及销售乘用车，具有10个生产基地和超过60,000员工，服务 旗下吉利、极氪及合资品牌领克，销售网络覆盖中国及70个海外国家。2023年双班总年产能达到 2,000,000辆车，拥有在中国大陆1911家汽车经销商和2家欧洲极氪中心，公司计划在2025年将年销量目 标提高至365万辆。 截至2025年一季报，吉利汽车营业总收入724.95亿元、净利润56.72亿元。 作者：行情君 8月14日，吉利汽车将披露2025财年中报。 本文源自：金融界 ...

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) opened in Shanghai, with Geely Auto Group showcasing several intelligent new models and technological achievements in collaboration with its strategic partner, Jiyue Xingchen [1][3] - Featured models included Zeekr 9X, Lynk & Co 10EM-P, Geely Galaxy A7, and Geely Galaxy M9, highlighting the Qianli Haohan intelligent driving assistance system and AI wearable devices as part of a comprehensive AI technology system [3][5] - The Geely Galaxy M9 debuted its hyper-personalized in-car AI system, which utilizes an end-to-end AI voice model developed by Jiyue Xingchen to enhance human-machine interaction [3][5] Group 2 - Jiyue Xingchen launched its next-generation foundational model, Step 3, during the event, and in collaboration with Qianli Technology and Geely, previewed the next-generation intelligent cockpit operating system, Agent OS [5][6] - The partnership between Jiyue Xingchen and Geely focuses on multi-modal models, intelligent driving, and smart cockpit development, with plans to deepen collaboration based on the newly released Step 3 model [6][8] - Geely's "Smart Geely 2025" strategy, introduced in 2021, aims to create a comprehensive AI technology system covering architecture, power, chassis, and cockpit, emphasizing collaboration with partners for model optimization and software-hardware integration [8][10] Group 3 - Geely's Qianli Haohan intelligent driving assistance system, along with other AI technologies, has achieved mass production, with the company aiming to advance automotive intelligence and explore AI as a user service tool [10] - Future plans include building a "fast interaction + deep thinking" technology architecture to enable in-car AI to handle complex tasks [10]

Core Viewpoint - The WAIC 2025 showcased the transformative impact of AI across various industries, particularly in the automotive sector, highlighting advancements in AI-enabled vehicles and technologies [2][4][6]. Group 1: AI in Automotive Industry - Major automotive companies like Tesla, Geely, and Li Auto presented their AI-driven innovations at the WAIC 2025, demonstrating a significant shift in vehicle design and functionality [4][6]. - Geely's comprehensive AI technology system was showcased, including models like the Galaxy M9, which features an advanced AI voice model for enhanced human-machine interaction [7][8]. - The collaboration between Geely and Stepwise Star aims to develop next-generation intelligent cockpit systems, indicating a strong focus on AI integration in vehicle development [10][11]. Group 2: AI Applications and Innovations - Various companies presented AI solutions that enhance user experience, such as Zebra Zhixing's AI coffee ordering system and ECARX's multi-modal AI engine for smart cockpit functionalities [17][19]. - MogoMind, developed by Mushroom Car Union, addresses real-time perception and decision-making in urban traffic, showcasing the potential for AI to improve transportation systems [22]. - SenseTime introduced its "Wuneng" intelligent platform, which can adapt to various terminals, including vehicles and robots, emphasizing the versatility of AI applications [24]. Group 3: Autonomous Driving Developments - The event highlighted the commercialization of autonomous driving, with companies like Pony.ai and RoboTaxi providing shuttle services during the conference [28][29]. - Shanghai issued new operational licenses for smart connected vehicles, allowing companies to deploy "driverless" cars in designated areas, marking a significant step in autonomous vehicle deployment [31][34]. - The "Mosu Zhixing" action plan aims to achieve significant milestones in autonomous driving by 2027, including extensive road coverage and high levels of vehicle automation [38][39].

Core Viewpoint - A recent Reuters investigation revealed that some Chinese car manufacturers are inflating sales figures through "pre-insurance" practices, which have become increasingly common in the industry, involving both domestic and foreign brands such as BYD, Volkswagen, Toyota, and Buick [1] Group 1: Consumer Complaints - The investigation identified 97 consumer complaints regarding the practice of pre-insurance, where vehicles were insured under someone else's name before being sold [1] - Dealers admitted that this practice is aimed at meeting monthly sales targets [1] - Affected brands include Neta, Zeekr, Li Auto, Changan, Geely, and FAW-Volkswagen, with many vehicles counted as "sold" before official sales, referred to as "zero-kilometer used cars" [1] Group 2: Company Responses - Volkswagen China stated it will investigate the complaints and emphasized that it does not use insurance to boost sales [1] - SAIC-GM clarified that its sales data is based on actual deliveries [1] - BYD and Geely did not respond to requests for comment [1] Group 3: Legal Actions and Industry Implications - Court records indicate that since 2023, consumers have filed lawsuits against dealers for concealing pre-insurance practices, with some cases resulting in consumer victories and compensation [1] - Industry insiders noted that such practices could mislead the market's understanding of actual demand and pose risks in production capacity allocation [1]

Group 1 - In the 2025 Fortune Global 500 automotive and parts ranking, Volkswagen ranks first, followed by Toyota in second place, marking Volkswagen's fourth consecutive year at the top [2][3] - Stellantis dropped from third to fifth place, overtaken by General Motors and Ford, while Mercedes-Benz surpassed BMW, ranking 48th and 49th respectively [2] - Tesla, which first appeared in the Fortune Global 500 in 2021, rose four spots to rank 106th overall with a revenue of $97.69 billion, placing it 11th among automotive companies [2] Group 2 - Ten Chinese automotive and parts companies made the 2025 Fortune Global 500 list, including Geely, BYD, Chery, and FAW, with notable improvements in rankings for Geely, BYD, and Chery [3] - BYD ranked 91st overall, up 52 spots, with a revenue of 777.1 billion yuan, a 29% year-on-year increase, and a net profit of 40.25 billion yuan, up 34% [3][4] - Chery, which entered the Fortune Global 500 for the first time in 2024, ranked 233rd this year, a significant jump of 152 spots, driven by strong sales growth [3] - Geely ranked 155th, up 30 spots, with a revenue exceeding 240 billion yuan, a 34% increase, and a net profit of 16.6 billion yuan, up 213% [4]

Group 1 - The total revenue of the 2025 Fortune Global 500 companies reached approximately $41.7 trillion, accounting for over one-third of the global GDP, with a year-on-year growth of about 1.8% [1] - The total net profit of these companies increased by approximately 0.4% to around $298 billion, marking the highest total assets and net assets since the inception of the Fortune Global 500 list [1] - The threshold for entry into the list rose from $32.1 billion to $32.2 billion in sales revenue [1] Group 2 - The top three countries with the most companies on the list are the United States (138 companies), China (130 companies), and Japan (38 companies), collectively accounting for 306 companies [1] - Among the Chinese companies, 99 are headquartered in the Beijing-Tianjin-Hebei region (49), the Yangtze River Delta (27), and the Guangdong-Hong Kong-Macau Greater Bay Area (23), representing 76.2% of the total [1][26] Group 3 - Walmart has maintained its position as the largest company for 12 consecutive years, with a revenue of $681 billion last year [3] - Saudi Aramco, despite a year-on-year profit decline of about 13%, remains the most profitable company with a profit of approximately $105 billion [3][4] - The top ten companies include State Grid of China, China National Petroleum, and China Petroleum & Chemical, ranking third, fifth, and sixth respectively [3] Group 4 - The financial sector leads with a total revenue of $9.4 trillion and a profit of $1 trillion, both reaching historical highs [17] - The automotive sector has shown rapid growth, with 10 Chinese companies on the list, including BYD entering the top 100 for the first time [17][20] - High-tech companies have also performed well, with an average revenue of $96.7 billion and an average profit of $18.1 billion, reflecting increases of 9.6% and 24% year-on-year [17] Group 5 - Among the 130 Chinese companies, the majority are from the energy and mining (16), metal products (15), information technology (14), and engineering construction (11) sectors [18][21] - The automotive industry is particularly notable, with significant contributions from companies like Chery and Geely, which have seen substantial revenue increases and improved rankings [17][20] Group 6 - The list features 25 new and returning companies, with 9 making their debut, including REWE Group from Germany, which ranks 112th [9] - Pinduoduo has made the most significant leap among Chinese companies, rising 176 places to rank 266th [10] - Shandong Gold has made its first appearance on the list [11][13]

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC 2025) showcased over 3,000 cutting-edge exhibits from more than 800 companies, highlighting advancements in AI technology, particularly in smart vehicles, with Geely's "Smart Egg Cabin" receiving the highest honor [1] Group 1: Geely's AI Strategy - Geely is not just an automotive company but one of the earliest adopters of AI technology in the industry, emphasizing the importance of user safety in the application of AI in vehicles [3][5] - The company has established a comprehensive "full-domain AI" technology system, becoming the only automaker globally to achieve such a layout, leveraging advantages like early deployment and rapid development [5][7] - Geely's "Smart Geely 2025" strategy aims to lead in electric intelligence by creating a robust technological foundation through big data, satellite networks, and AI ecosystems [5][7] Group 2: Technological Infrastructure - Geely has built a leading technological foundation comprising computing power, algorithms, and data, forming the "Smart Car Computing Alliance" with partners, achieving a total computing power of 23.5 EFLOPS [7] - The company has developed the world's first full-scenario AI model system for the automotive industry, including language, multi-modal, and digital twin models, and has accumulated 10 terabytes of token data and 40 billion automotive-specific data points [7][8] - Geely's "AI+" technology system includes various innovations in intelligent driving, power systems, chassis, and architecture, all of which are now in mass production [8] Group 3: Collaborative Innovations - At WAIC 2025, Geely and partners introduced the next-generation intelligent cockpit Agent OS, which features advanced multi-modal interaction capabilities [10][11] - The collaboration with partners like Jiyue Star and Qianli Technology has led to significant advancements in multi-modal models and intelligent driving systems, enhancing the overall automotive experience [8][10] - Geely aims to evolve from a traditional car manufacturer to a leading robotics company, integrating AI deeply into its vehicles and services [11][13] Group 4: Industry Transformation - The automotive industry is transitioning from mere transportation to becoming intelligent entities, necessitating a shift in automotive companies towards technology-driven organizations [13] - The integration of AI and electric vehicles positions Chinese companies at the forefront of global innovation, with Geely's approach exemplifying a strategic move towards becoming a leader in the AI era [13]

作为吉利熊猫家族的个性化车型，熊猫卡丁与熊猫骑士形成互补矩阵，共同支撑家族销量增长。2025年数据显示，该系列车型连续数月位居A00级两门车型 销量冠军。吉利汽车有关人士表示，凭借源自赛道的卡丁车设计灵感与具有动感的造型，熊猫卡丁自推出以来迅速成为都市年轻人的出行新选择。自诞生之 日起，吉利熊猫精准洞察年轻用户的多元出行需求，致力于打造兼具潮玩基因与实用价值的精品小车，已经获得超过33万用户的青睐。 吉利汽车有关人士介绍，吉利熊猫卡丁是吉利汽车于2024年5月推出的纯电动微型车，定位为"都市微电卡丁车"，采用卡丁车设计理念打造宽体低趴造型， 配备悬浮尾翼和14寸双色轮毂。2024年11月上市2025款车型，新增副驾驶安全气囊并升级续航至210公里。熊猫卡丁面向年轻消费群体，以不到5万元的指导 价，提供兼具通勤代步与驾驶乐趣的微型电动车解决方案。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 俞立严）7月29日，吉利汽车宣布，熊猫卡丁猪猪侠限定版将于2025年8月中旬限量首发上市。此次，熊猫卡丁携手国内IP猪猪 侠，以专属限定"红色战袍"——"闪电红"涂装为特色，旨在唤醒一代人的童年记忆，成为汽车潮流 ...

Group 1 - Walmart ranks first in the Fortune Global 500 for the twelfth consecutive year, followed by Amazon and State Grid Corporation of China in third place [1] - The total revenue of the listed companies reached $41.7 trillion, exceeding one-third of global GDP, with a year-on-year growth of 1.8% [1] - The threshold for inclusion in the list has increased to $32.2 billion, while total net profit is approximately $2.98 trillion, reflecting a 0.4% year-on-year growth [1] Group 2 - A total of 130 Chinese companies made the list, with a combined revenue of approximately $10.7 trillion and an average sales revenue of $82 billion [2] - The automotive sector is highlighted, with 10 companies included; Chery's revenue increased by $20.6 billion to $59.7 billion, ranking 233rd, while BYD entered the top 100 for the first time [2] - Five major Chinese internet companies, including JD.com and Alibaba, saw their rankings rise, with Pinduoduo experiencing the largest increase, moving up 176 places to rank 266th [2] Group 3 - Cencora leads the return on equity (ROE) rankings with over 233%, while Pinduoduo ranks 25th with over 36% ROE [3] - Nvidia tops the profit margin rankings with over 55% net profit margin, with significant representation from the semiconductor and electronic components industry in the top ten [3]