中国新能源汽车出海突传利好。 欧洲汽车制造商协会（ACEA）最新公布的数据显示，今年7月，欧洲新车注册量同比增长5.9%至109万辆，创下去年4月 以来最快增速。其中，比亚迪7月新车注册量同比猛增225.3%，市场份额达到1.2%，超越特斯拉成为欧洲电动车市场的重 要参与者。新车注册量通常能反映销量表现。 目前，海外市场正在成为中国车企销量的重要增长点，今年前7个月，我国新能源汽车出口130.8万辆，同比大幅增长 84.6%。业内人士指出，中国新能源汽车"出海"正进入深水区，海外建厂、技术输出、渠道布局乃至资本运作，正成为中 国车企争夺国际市场的重要手段。 猛增超225% 当地时间8月28日，欧洲汽车制造商协会公布的数据显示，今年7月，欧洲新车注册量同比增长5.9%，达到109万辆，创下 自2024年4月以来的最快增速。 这一增长主要由新能源汽车驱动，纯电动、混动和插电式混动汽车的注册量合计同比增长39.1%，共同占据了新车注册量 的59.8%，高于去年同期的51.1%。其中，插电式混动汽车的注册量增长尤为迅猛，7月同比大幅增长52%；纯电动汽车的 注册量也增长了超过三分之一，创下自今年1月以来的最佳表现。 ...

| 排序 | 证券代码 | 证券简称 | 董秘姓名 | | --- | --- | --- | --- | | 1 | 002600 | 领益智造 | 郭瑞 | | 2 | 300545 | 联得装备 | 刘雨晴 | | 3 | 688525 | 佰维存储 | 黄炎烽 | | 4 | 300812 | 易天股份 | 王亚丽 | | 5 | 300232 | 洲明科技 | 陈一帆 | | 6 | 002466 | 天齐锂业 | 张文宇 | | 7 | 002254 | 泰和新材 | 董旭海 | | 8 | 001339 | 智微智能 | 张新媛 | | 9 | 002876 | 三利谱 | 黄慧 | | 10 | 301067 | 显盈科技 | 陈立 | | 11 | 300888 | 稳健医疗 | 陈惠选 | | 12 | 002583 | 海能达 | 周炎 | | 13 | 300925 | 法本信息 | 吴超 | | 14 | 600143 | 金发科技 | 戴耀珊 | | 15 | 000021 | 深科技 | 钟彦 | "2025年度新财富杂志最佳董秘暨港股最佳IR评选"于2025年5月正式启动。 本 ...

"2025年度新财富杂志最佳董秘暨港股最佳IR评选"于2025年5月正式启动。 本届评选以A/B股上市公司董事会秘书及证券事务代表成员、港股上市公司IR团队为评选对象，涉及5267家A/B股上市公司以及2464家港股上市公司。近 3500家机构、超20万资本圈人士参与投票，覆盖资本市场主流公募基金、券商资管、保险资管、银行理财子公司、信托公司以及私募基金，管理的资产规 模合计近30万亿元。 多达31个省市区的地方证券监管机构、香港公司治理公会均参与了辖区优秀董秘及证代的推荐。此外，本届评选还集结了上市公司治理的"最强大脑"，包 括"金殿堂奖"获奖者、公司治理专家、券商研究相关负责人、投资机构相关负责人、知名学者等超200位专家，组建成"专家评审团"，他们来自170余家上 市公司、30余家公募基金、30家券商研究所和多所知名高校。 最终，300位"最佳董秘"、50个"最佳证代"团队、102个"港股最佳IR"团队脱颖而出，以下为详细名单。 | 5 | 300232 | 洲明科技 | 陈一帆 | | --- | --- | --- | --- | | 6 | 002466 | 天齐锂业 | 张文宇 | | 7 | ...

Core Insights - Tesla's sales in Europe fell by 40% in July, marking the seventh consecutive month of decline, while BYD's sales tripled during the same period [1][2] - Tesla's new car registrations were only 8,837 in July, a significant drop from the previous year, contrasting with the overall increase in battery electric car sales in Europe [1][2] - The decline in Tesla's sales is attributed to brand damage, lack of enthusiasm for new models, and strong competition from Chinese manufacturers like BYD [1][2][4] Company Performance - BYD achieved 13,503 new registrations in July, representing a 225% increase from the previous year, indicating strong market penetration in Europe [2] - Tesla's management has shifted focus from vehicle sales to promoting its advancements in artificial intelligence and autonomous technologies, which are seen as future opportunities rather than immediate sales drivers [3][4] - The Cybertruck, one of Tesla's anticipated models, has not met sales expectations, contributing to the company's struggles in maintaining market share [4][7] Market Dynamics - The overall market for battery electric cars in Europe is growing, suggesting that Tesla's decline is not reflective of a broader industry downturn [2] - Chinese competitors, particularly BYD, have gained a significant market share, reaching over 5% in the first half of the year, highlighting the competitive landscape Tesla faces [7] - Tesla's brand has been affected by external factors, including protests and vandalism, which may further impact consumer perception and sales [11]

Group 1 - The "2025 China Top 500 Private Enterprises" list was released, with JD Group, Alibaba, Hengli Group, Huawei, and BYD occupying the top five positions [1] - The report highlights that the total R&D investment among the surveyed enterprises reached 1.13 trillion yuan, with a total of 1.1517 million R&D personnel and an average R&D intensity of 2.77% [3] - The top ten companies in R&D investment include Huawei, Tencent, Alibaba, BYD, Geely, Xiaomi, Ant Group, Baidu, Meituan, and CATL [3] Group 2 - A total of 349 companies have R&D personnel accounting for over 3%, while 191 companies have over 10% [5] - The top 500 private enterprises hold 721,600 effective patents, reflecting an increase of 8.23%, with domestic patents growing by 12.42% [5] - The employment contribution of the top 500 private enterprises totals 11.0912 million jobs, with an average of 22,200 jobs per company, and the automotive manufacturing sector employs 1.434 million people, accounting for 12.93% of total employment [5] Group 3 - The implementation of the "Private Economy Promotion Law" provides comprehensive legal support for the sustainable and healthy development of the private economy [5] - A series of policies encouraging the growth of the private economy are being implemented, presenting new opportunities and broader development space for private enterprises [5]

Core Viewpoint - The 28th Chengdu International Auto Show is set to open on August 29, showcasing nearly 120 automotive brands and over 1,600 vehicles, signaling the start of fierce market competition for the second half of the year [1] Group 1: Absence of Brands - A notable "absence trend" is emerging, with 23 automotive brands not participating in the show, spanning ultra-luxury, joint ventures, new forces, and independent brands [2][3] - The absence of brands is attributed to various reasons, with ultra-luxury and joint venture brands primarily citing sales pressure as a key factor [5][6] Group 2: Sales Performance - Ultra-luxury brands like Porsche, Bentley, and Rolls-Royce are experiencing significant sales declines, with Porsche's deliveries in China expected to drop by 28% to 56,900 units in 2024, and a 40% reduction from its peak two years ago [5][6] - Joint venture brands are also struggling, with Kia's sales in China at only 45,500 units in the first seven months of 2025, and Dongfeng Honda's sales down 24.2% to 315,200 units in the first half of the year [7] Group 3: Operational Challenges - New force brands such as Neta and Farizon are facing severe operational challenges, with Neta undergoing bankruptcy restructuring after significant layoffs and production halts [11] - Farizon's parent company admitted to liquidity issues, leading to its restructuring, while other brands like Skyworth and Extreme Stone are also struggling with declining sales [11][12] Group 4: Market Dynamics - Brands like FAW Bestune and Baojun are absent due to low market presence, with FAW Bestune's sales peaking in 2014 and experiencing a continuous decline since then [15][16] - In contrast, domestic brands such as BYD, Changan, and Chery are making strong showings at the auto show, indicating a shift in the automotive market landscape [16][17]

今天（8月28日） 全国工商联发布 2025中国民营企业500强系列榜单 苏州民营经济再传捷报： 26家企业入围 "2025中国民营企业500强" 26家企业入围 "2025中国制造业民营企业500强" 上榜数量双双位居全省第一 此外还有4家企业跻身 "2025中国服务业民营企业100强" 上下 "2025中国民营企业500强" | 序号 | 企业名称 | स्त्र सिर | 营收总额 | | --- | --- | --- | --- | | | | | (万元) | | 1 | 京东集团 | 北京市 | 115881900 | | 2 | 阿里巴巴（中国）有限公司 | 浙江省 | 98176700 | | 3 | 恒力集团有限公司 | 江苏省 | 87152079 | | 4 | 华为投资控股有限公司 | 广东省 | 86207200 | | 5 | 比亚迪股份有限公司 | 广东省 | 77710246 | | 6 | 腾讯控股有限公司 | 广东省 | 66025700 | | T | 浙江荣盛控股集团有限公司 | 浙江省 | 65860189 | | 8 | 浙江吉利控股集团有限公司 | 浙江省 | ...

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Group 1 - The "2025 China Top 500 Private Enterprises" list was released by the All-China Federation of Industry and Commerce on August 28, with 14 companies from Hubei province making the list [1] - JD Group ranked first with a total revenue of 115,881,900 million yuan, followed by Alibaba (98,176,700 million yuan) and Hengli Group (87,152,079 million yuan) [3][4] - The list includes major companies such as Huawei, BYD, and Tencent, indicating a strong presence of technology and manufacturing sectors among the top private enterprises [3][4] Group 2 - The ranking shows a significant representation of companies from Zhejiang province, with multiple entries including Zhejiang Rongsheng Holding Group and Zhejiang Geely Holding Group [3][4] - Hubei province's notable entries include Chery Automobile Group and Zhuoyue Group, highlighting the province's growing industrial capabilities [1][4] - The list reflects the overall economic landscape of China, showcasing the resilience and growth of private enterprises in various sectors [1][3]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 全国工商联28日在辽宁沈阳发布"2025中国民营企业500强"。京东集团、阿里巴巴（中国）有限公司、 恒力集团有限公司位居前三。 一、整体规模持续提升。2024年，民营企业500强入围门槛增至270.23亿元。营业收入总额达到43.05万 亿元；户均营业收入861.02亿元，较上年增长2.72%；营业收入超过千亿元的企业共105家，较上年增加 8家；其中超过5000亿元的企业有11家，较上年增加2家。资产总额共计51.15万亿元；户均资产1023.09 亿元，增长2.62%。资产总额超过千亿元的企业共97家，较上年增加8家；其中超过5000亿元的有16 家，较上年增加1家。民营企业500强中有29家企业入围今年的《财富》世界500强榜单。 民营企业500强中，有361家企业的营业收入较上年增长，其中，增幅超过5%的企业有237家，增幅超过 10%的企业有161家。营业收入超过千亿元的105家企业中，营业收入增幅超过5%的企业有64家，增幅 超过10%的企业有44家，增幅超过20%的企业有20家。有3 ...