【文/观察者网 潘昱辰 编辑/高莘】日前，工信部公示了2016—2020年度新能源汽车推广应用补助资金 清算审核终审和2021—2022年度补助资金预拨情况。据《南华早报》报道，在这七年间，补贴逐渐从传 统的国有企业转向领先的汽车制造商和新兴初创企业。 此外，2021—2022年度将预拨补贴1.68亿元，较2017年度、2018年度高峰时期的9.17亿元、4.05亿元大 幅缩减。涉及10个省市的19家企业。其中，陕西、深圳和上海三个省市获得的补贴金额较高，均超过 3000万元，这三个省市也是2021-2022年度中国新能源汽车生产量较高的省市。 具体来看，由于当期比亚迪和特斯拉的新能源汽车产量远超其他企业，位于陕西的比亚迪汽车有限公司 和位于深圳的比亚迪汽车工业有限公司分别获得3791万元和3556万元的补贴，而特斯拉（上海）有限公 司获得3015万元。 不过，2021—2022年度的补贴总体仍以传统车企为主，一汽-大众、上汽大众等合资车企也获得了100万 元级别的补贴。此外，零跑汽车是唯一一家获得补贴的造车新势力，总计补贴达276万元。 《南华早报》援引专家观点称，补贴的变化标志着中国新能源汽车从国有企业主 ...

8月22日，汽车整车概念震荡走高，东风汽车涨超7%，江淮汽车、众泰汽车、比亚迪、上汽集团等个股 跟涨。（新浪财经） ...

Core Insights - The 28th Chengdu International Auto Show is set to commence on August 29, featuring nearly 120 automotive brands and over 1,600 vehicles across a 220,000 square meter exhibition area, with a theme of "Leading the Trend, Moving Towards the New" [1] - The event aims to serve as a "barometer" for market vitality and a "tonic" for consumer confidence, acting as an engine to stimulate regional consumption [1][8] Domestic Brands Highlights - The "Luxury Pavilion" for domestic brands will be a major highlight, with Chery Group, BYD, and China Changan showcasing their products in dedicated areas [2] - Chery will present its brands including Chery, Exeed, iCAR, and Jietu, with the debut of the Chery Zongheng luxury electric hybrid off-road series and the return of the Weilin brand [2] - BYD will occupy a significant space, featuring its Dynasty, Ocean, and Tengshi brands, along with interactive experiences and demonstrations of new technologies [2][3] Joint Venture Brands Strategy - Joint venture brands are advancing with a dual focus on "electrification" and "localization" in the Chinese market [4] - Notable launches include the new AMG CLE 53 4MATIC+ convertible from Mercedes-Benz and the debut of the new electric CLA, alongside a range of models from Audi and BMW [4][5] Consumer Engagement and Market Impact - The Chengdu Auto Show is expected to significantly boost automotive consumption in the central and western regions of China, with government subsidies and promotional activities enhancing consumer engagement [6][8] - The event is projected to attract 926,200 visitors and generate 33,600 vehicle orders, with a total transaction value exceeding 5.8 billion yuan, indicating a strong consumer interest [8] Technological Innovations - The integration of AI in the automotive sector will be showcased, with exhibits including AI-powered robots and advanced battery technologies from CATL [7][9] - The introduction of sodium-ion batteries capable of operating in extreme conditions highlights the ongoing innovation in battery technology [7] Economic Ripple Effects - The auto show is anticipated to create a multiplier effect on the local economy, potentially generating over 50 billion yuan in ancillary industry revenue, including sectors like hospitality and logistics [8][9] - The event serves as a critical platform for brands to gauge regional consumer preferences and adjust their strategies accordingly, enhancing their market penetration in the central and western regions [8][9]

Industry Investment Rating - The industry investment rating is "Outperform the Market" [1] Core Insights - The report emphasizes the integration of racing culture and high-end branding for BYD, showcasing how the newly built all-terrain racetrack in Zhengzhou serves as a platform for technology application and user engagement [2][4][21] - The report draws parallels between BYD's strategy and historical examples from global automotive brands like Mercedes and Ferrari, highlighting the importance of racing success in enhancing brand perception and driving sales [3][22][24] Summary by Sections Section 1: BYD Racetrack - The BYD Zhengzhou all-terrain racetrack has been completed and opened, representing a significant investment of 5 billion yuan, featuring diverse driving experiences such as drifting and off-road challenges [11] - The racetrack serves as a testing ground for key technologies like Yisifang and Yunian, facilitating the connection between technology and users [2][12] Section 2: Racing Culture and Brand Evolution - The racetrack is positioned as a tool for brand elevation, with a focus on user engagement through various activities that blend technology validation and consumer experience [23] - Historical examples from F1 and other racing events illustrate how success on the racetrack can translate into brand prestige and sales growth for automotive companies [24][26][30] Section 3: High-End Product Strategy - BYD is set to launch several high-end models in the latter half of 2025, including the Fangchengbao Titanium 7, Yangwang U8L, and Tengshi N8L, targeting different segments of the luxury SUV market [41][53] - The Fangchengbao Titanium 7 is designed for both urban commuting and off-road capabilities, while the Yangwang U8L emphasizes luxury and advanced driving features [47][50] - The Tengshi N8L showcases a modern design and strong performance metrics, appealing to younger consumers [53][55]

Core Viewpoint - The A-share automotive manufacturing stocks experienced a surge, with Dongfeng Motor approaching the daily limit up, while other companies like BYD, BAIC Blue Valley, King Long Automobile, Ankai Bus, Zhongtong Bus, and FAW Jiefang also saw increases [1] Company Summary - Dongfeng Motor's stock price rose significantly, nearing the daily limit up [1] - BYD, a major player in the electric vehicle market, also saw its stock price increase [1] - BAIC Blue Valley, King Long Automobile, Ankai Bus, Zhongtong Bus, and FAW Jiefang all participated in the upward trend of automotive stocks [1]

Group 1 - The automotive sector experienced a notable increase on August 22, with Dongfeng Motor rising over 7% [2] - Other companies in the sector, including JAC Motors, Zotye Auto, BYD, and SAIC Motor, also saw their stock prices rise [2]

Group 1 - The core viewpoint of the article highlights the strong performance of BYD Electronics, with a notable stock price increase of 4.84% on August 22, reaching HKD 39.02 per share and a trading volume of HKD 1.005 billion [1] - BYD Electronics is recognized as a leading global platform-based high-end manufacturing enterprise, providing a comprehensive range of services including new material development, product design and R&D, component and complete machine manufacturing, supply chain management, logistics, and after-sales services [1] - The company's business spans diverse market sectors such as smartphones, tablets, new energy vehicles, smart home devices, gaming hardware, drones, IoT, robotics, communication equipment, and healthcare [1] Group 2 - As of the 2024 annual report, BYD Electronics reported total operating revenue of CNY 177.306 billion and a net profit of CNY 4.266 billion [2] - BYD Electronics is scheduled to disclose its mid-year report for the fiscal year 2025 on August 29 [3]

创业邦100 ·未来独角兽」 创业邦100 未来独角兽 FUTURE UNICORNS 的 नार # k ● 0 GrifWorld 作为独角兽的挖掘者、创新的探路者，创业邦连续十六年颁发《创业邦100未来独角兽榜单》，致 力于发掘出一批未来1-3年有望成为独角兽的未来独角兽企业。 作 者丨 杨婧雪 编 辑丨 刘恒涛 图源 丨 粒界科技 2025 年 7 月，粒界科技完成 千万美元级的 B3 轮融资，由 锡创投、无锡滨湖产业集团和比亚迪联 合领投 ，老股东 朗玛峰创投 跟投。根据公开信息，本轮融资将用于对公司 3D图形引擎的原生AI化 升级，以及模型训练和人机交互方案的研发，推动公司产品在智能座舱、终端图形、空间智能等垂直 场景的商业化落地。 | | | 粒界（上海）信息科技有限公司-融资历程 | | | --- | --- | --- | --- | | 融资轮次 | 事件时间 | 融资金额 | 投资方 | | Pre-C轮 | 2025/7/17 | 千万级美元 | 锡创投 (领投) 比亚迪投资(领投) | | | | | 滨湖国投(领投) | | | | | 朗玛峰创投 | | B++轮 | 2023 ...

专题：蔚来公司李斌、秦力洪媒体会 他坦言，如果看每一家汽车公司的历史，在第十年的时候都还是比较稚嫩的。包括特斯拉在第十年时， 也还是比较稚嫩的。所以，现在对于蔚来来说，还是在创业的开始阶段，也没有资格去懈怠。 李斌提到，目前中国的汽车公司基本都是创一代在做，包括比亚迪，包括吉利等，甚至很多国企的老板 都还是创一代，都非常拼。"只不过大家拼的形式不一样，我们拼研发、拼基建，每家都有自己拼的东 西，我们肯定是没有资格去懈怠的。" 8月22日，在蔚来全新ES8媒体见面会上，蔚来汽车创始人李斌谈到，汽车行业是一个非常年轻的新兴 行业。十年虽然也不短，但这就是汽车行业和其他行业不一样的地方。 谈及未来，他表示，接下来的路还特别长，汽车行业是一个没有终点的竞争，谁也不敢说自己真的就能 够怎么样。"蔚来不会以一时的一款产品热销，就觉得怎样，也不会因为一时的困难，或者两款车没卖 好，就觉得天塌下来的，都不会。这就是我觉得做汽车行业应该有的心态。" 责任编辑：李昂 ...

Core Viewpoint - BYD's stock price has shown a year-to-date increase of 17.63%, with recent fluctuations indicating a 3.02% rise over the last five trading days, but a decline of 1.84% over the past 20 days and 8.22% over the last 60 days [2] Group 1: Stock Performance - As of August 22, BYD's stock price reached 109.27 CNY per share, with a trading volume of 29.06 billion CNY and a turnover rate of 0.77%, resulting in a total market capitalization of 996.36 billion CNY [1] - The net inflow of main funds was 246 million CNY, with large orders accounting for 26.49% of purchases and 24.04% of sales [1] Group 2: Financial Performance - For the first quarter of 2025, BYD reported a revenue of 170.36 billion CNY, reflecting a year-on-year growth of 36.35% [2] - Since its A-share listing, BYD has distributed a total of 27.86 billion CNY in dividends, with 24.41 billion CNY distributed over the last three years [2] Group 3: Shareholder Information - As of March 31, 2025, BYD had 203,700 shareholders, an increase of 2.22% from the previous period, with an average of 5,709 circulating shares per shareholder, a decrease of 2.17% [2] - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 125 million shares, an increase of 29.47 million shares from the previous period [3]