北京汽車股份有限公司 承董事會命 董事會會議通告 北京汽車股份有限公司（「本公司」）謹此宣佈，本公司將於二零二五年八月二十六日（星期二）舉行董事 會會議，藉以（其中包括）考慮及通過本公司及其附屬公司截至二零二五年六月三十日止六個月之中 期業績以及處理其他事項。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因依賴該等內 容而引致的任何損失承擔任何責任。 北京汽車股份有限公司 BAIC MOTOR CORPORATION LIMITED* （於中華人民共和國註冊成立的股份有限公司） （股份代號：1958） 中國北京，二零二五年八月十四日 於本公告日期，董事會包括董事長兼執行董事王昊先生；非執行董事胡漢軍先生及陳宏良先生； 執行董事宋瑋先生；非執行董事彭進先生、葉芊先生、高旭先生、Kevin Walter Binder先生、 顧鐵民先生及孫力先生；以及獨立非執行董事尹援平女士、徐向陽先生、唐鈞先生、薛立品先生及 紀雪洪先生。 * 僅供識別 董事會秘書及公司秘書 于丹 ...

天眼查App显示，8月1日，北汽重驰汽车销售（常州）有限公司成立，法定代表人为吴越俊，注册资本 500万人民币，经营范围包括汽车销售、新能源汽车整车销售、汽车零配件零售等。股东信息显示，该 公司由北京汽车集团有限公司全资持股。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 北京汽車股份有限公司 呈交日期: 2025年8月4日 備註： 第 1 頁 共 11 頁 v 1.1.1 FF301 因本公司是於中華人⺠共和國註冊成立，"法定股本"之概念不適用於本公司。 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01958 | 說明 | H 股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,520,690,682 | RMB | | | 1 RMB | | 2,520,690,682 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本 ...

转自：北京日报客户端 北京汽车博物馆临时闭馆公告 温馨提示：请您及时关注天气预报，提前做好防范，非必要不外出，保障自身安全。 咨询电话：010-63756666 北京汽车博物馆 各位观众朋友： 根据气象部门发布的暴雨红色预警信号，为保障观众人身安全，北京汽车博物馆于8月4日12:00临时闭 馆，8月5日（周二）正常闭馆，8月6日（周三）恢复正常开放。由此给您带来不便，敬请谅解。 2025年8月4日 来源：北京汽车博物馆 ...

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Core Viewpoint - Recently, Beiqi Zhongchi Automobile Sales (Changzhou) Co., Ltd. was established, fully owned by Beijing Automotive Group Co., Ltd. [1] Company Summary - The legal representative of Beiqi Zhongchi Automobile Sales (Changzhou) Co., Ltd. is Wu Yuejun [1] - The registered capital of the company is 5 million RMB [1] - The company operates in the automotive manufacturing industry, specifically in the manufacturing of complete automobiles [1] Business Scope - The business scope includes automobile sales, new energy vehicle sales, retail of auto parts, sales of lubricants, sales of coal and related products, sales of new energy vehicle battery swap facilities, and sales of charging stations [1] - The company is located at No. 18 Shaoshan Road, Building 2, Room 406, New North District, Changzhou, Jiangsu Province [1] - The company is classified as a limited liability company with an operating period until August 1, 2025, with no fixed term thereafter [1]

Core Insights - The launch of Li Auto's first pure electric SUV, the Li i8, marks a significant milestone for the company and the Beijing new energy vehicle market, showcasing rapid growth and transformation in the industry [1][2] - The i8's release was delayed from the previous year due to underwhelming performance of the Mega model, prompting the company to focus on internal improvements and technology development [1][2] Group 1: Product Development and Technology - The i8 features an advanced ultra-fast charging network, which is considered its most expensive configuration, addressing previous concerns about range anxiety among users [2] - Li Auto has established nearly 3,000 ultra-fast charging stations nationwide, including around 1,000 high-speed charging stations, enabling users to travel without range concerns [2] - The company has invested in self-research for electric motors, achieving an industry-leading efficiency of 93.08%, which can extend the vehicle's range by 20 to 30 kilometers [2] - Innovations include the development of a hexagonal silicon carbide structure chip, enhancing current capacity by 15% compared to traditional designs [2] Group 2: Smart Features and Market Position - The i8 incorporates advanced smart driving and smart cockpit features, including a new driver model that learns and adapts to user behavior, providing a personalized driving experience [3] - The upgraded voice assistant, now a more intelligent entity, can perform tasks such as autonomous meal ordering and parking fee payment recognition [3] - The new energy vehicle sector in Beijing is rapidly growing, with significant contributions from companies like Li Auto, Xiaomi, and others, driving the transformation of the local automotive industry [3] - In the first half of the year, the automotive manufacturing value added in Beijing increased by 16.7%, with new energy vehicle production reaching 262,000 units, a year-on-year increase of 150% [3]

Investment Rating - The report indicates a positive investment outlook for the electric vehicle export industry, highlighting growth potential and strategic opportunities in emerging markets [4]. Core Insights - The report emphasizes that in 2024, China's electric vehicle exports reached 1.284 million units, marking a year-on-year increase of 6.7%, driven by technological innovation, industry chain integration, and government support [4][17]. - Key players like BYD and NIO have made significant technological breakthroughs, enhancing their competitiveness in the global market [4]. - The report outlines a shift from "product export" to "standard export," indicating a maturation of the industry as Chinese companies expand their global footprint [5]. Summary by Sections Industry Definition - The electric vehicle export industry involves the sale of vehicles produced in China to overseas markets, encompassing complete vehicles, components, and related services [5]. - The industry is driven by global green transportation goals and domestic overcapacity, with a focus on internationalization strategies by leading manufacturers [5]. Industry Characteristics - The industry features diverse business models, including complete vehicle exports, component exports, and local production through investments and acquisitions [6][7]. - The concentration of the market is increasing due to technological and cost advantages held by leading companies [8]. Development History - The industry has evolved through several stages: initial exploration (2010-2015), formation (2016-2020), rapid growth (2021-2023), and current adjustments (2024-present) [10][11]. - The rapid growth phase saw exports surge, with 2023 witnessing a 345% increase in exports compared to 2021 [15]. Current Market Dynamics - In 2024, the export volume reached 1.284 million units, with a focus on diversifying markets beyond Europe and North America to regions like Southeast Asia and Latin America [9][44]. - The report notes that over 40% of China's electric vehicle exports are directed towards the Asian market, reflecting a strategic pivot in response to changing global policies [9]. Supply Chain Analysis - The supply chain is characterized by upstream material suppliers, midstream vehicle manufacturers, and downstream sales channels, with a focus on optimizing each segment for better market penetration [19][30]. - The report highlights the importance of local production and service networks to enhance competitiveness and reduce trade barriers [21]. Market Size and Growth Forecast - The electric vehicle export market is projected to grow significantly, with exports expected to reach 1.4 million units in 2025, reflecting a nearly 10% annual growth rate [39]. - The market size is anticipated to exceed $40 billion by 2029, driven by continued demand and technological advancements [39][43]. Competitive Landscape - The competitive landscape is increasingly concentrated, with leading companies like BYD and SAIC dominating the market, accounting for over 50% of total exports [50]. - The report identifies a tiered structure in the industry, with top-tier companies leveraging technology and brand recognition to maintain their market positions [50][53].

Core Viewpoint - Beijing Automotive has entered into a partnership agreement with Shenzhen Anpeng, BAIC Group, BAIC Investment, and BAIC Foton to enhance capital operation synergy and strengthen its position within the BAIC Group's industrial chain ecosystem [2][3] Group 1: Partnership Agreement Details - Shenzhen Anpeng will contribute RMB 100,000, holding 0.0034% of the partnership equity - BAIC Group will contribute RMB 400 million, holding 13.7931% of the partnership equity - BAIC Investment will contribute RMB 14.999 billion, holding 51.7207% of the partnership equity - BAIC Foton and Beijing Automotive will each contribute RMB 500 million, holding 17.2414% of the partnership equity [2] Group 2: Strategic Implications - The partnership is expected to enhance supply chain stability and cost control capabilities for the company - It aims to foster innovation and secure future competitive advantages - The agreement will allow the company to share in industry development dividends through investment returns, creating a positive cycle [2] Group 3: Corporate Structure and Related Transactions - BAIC Group is the sole controlling shareholder of Beijing Automotive, holding approximately 46.9% of its issued share capital, making it an associated company - BAIC Investment, BAIC Foton, and Shenzhen Anpeng are subsidiaries of BAIC Group, thus also considered associated companies of Beijing Automotive - The transactions under the partnership agreement are classified as related party transactions according to the listing rules [3]

Core Viewpoint - The launch of the new BJ40 fuel model marks a significant advancement in Beijing Off-road's product lineup, emphasizing its commitment to the off-road SUV market and aiming to set new performance standards in the segment [1][2][4]. Group 1: Product Launch and Features - The BJ40 fuel model is positioned as a "full-scene professional off-road SUV" with a price range of 149,900 to 159,900 yuan, featuring 14 class-leading or unique attributes [1][5]. - The vehicle dimensions are 4790mm in length, 1940mm in width, and 1949mm in height, with a wheelbase of 2760mm, and it is equipped with a 2.0T gasoline/diesel engine [5]. - The BJ40 fuel model includes unique features such as China's only mechanical full-time four-wheel drive (diesel), a towing capacity of 2.5 tons, and a 4.0 high-speed ratio transfer case [5]. Group 2: Historical Context and Company Vision - Beijing Off-road has a rich history of over 60 years, being the inventor of China's off-road vehicles, with the BJ212 model marking the beginning of the off-road era in China [4][10]. - The company aims to leverage its historical legacy and technical expertise to establish itself as a leading brand in the off-road SUV market, with a focus on innovation and consumer service [2][10]. Group 3: Market Performance and Strategy - In the first half of 2025, Beijing Off-road achieved a terminal sales volume of 58,000 units, reflecting a year-on-year growth of 29%, with the BJ40 model leading the market in its category [9]. - The company is committed to enhancing its operational efficiency and market presence through strategic initiatives focused on extreme marketing, cost management, and quality improvement [9].