天眼查资料显示，长城汽车股份有限公司，成立于2001年，位于保定市，是一家以从事汽车制造业为主 的企业。企业注册资本848655.9123万人民币。通过天眼查大数据分析，长城汽车股份有限公司共对外 投资了75家企业，参与招投标项目2587次，财产线索方面有商标信息5000条，专利信息5000条，此外企 业还拥有行政许可640个。 金融界2025年8月22日消息，国家知识产权局信息显示，长城汽车股份有限公司取得一项名为"隐私处理 方法、装置、电子设备及计算机可读存储介质"的专利，授权公告号CN116132147B，申请日期为2023年 01月。 ...

传闻已久的长城汽车超豪华车项目迎来新动作。近日，长城控股招标中心发布《长城汽车超豪车BG品 牌用户活动项目》招标公告，面向全球公开招募具备超豪品牌服务经验与卓越社交媒体运营能力的的供 应商，服务长城汽车超豪车BG，协助用户活动的规划和执行。 在投标主体报名要求上，需要有独立的设计团队，设计团队负责人需要有服务过Apple，可口可乐， LVMH，保时捷，劳斯莱斯，阿斯顿马丁，奔驰或同等级别的品牌的经验。对到岗周期要求，需合同签 订一周内到岗完毕。 长城汽车打造超豪华车的消息由来已久。早在今年1月，据行业媒体《晚点Auto》报道，长城汽车成立 了"长城品牌超豪车事业群（BG）"，由公司董事长魏建军亲自挂帅，担任新品牌董事长。新品牌将聚 焦混动等新能源产品，涵盖超跑、轿车等多种车型。 长城汽车还对投标主体的业绩提出要求，应标方在2019-2024年，期间有服务超高净值人群的、有可被 核实的成功案例，例如奢侈品用户活动（LV，爱马仕、香奈儿、迪奥、古驰、芬迪等），超豪车用户 活动（劳斯莱斯，阿斯顿马丁，保时捷、法拉利、迈巴赫、宾利、尊界等）。 其中，尊界是华为和江淮汽车联合打造的百万级豪华新能源品牌，首款车型尊界S8 ...

隔夜美股中概股新能源汽车股大涨，带动港股汽车股集体走强，尤其是小鹏汽车大涨超13%表现最佳， 蔚来汽车大涨超10%紧随其后，零跑汽车涨近4%，长城汽车、比亚迪股份、理想汽车涨超1%。 消息上，小鹏汽车公告，公司联合创始人、执行董事、董事长、首席执行官兼控股股东何小鹏于2025年 8月20日至2025年8月21日通过全资拥有的Galaxy Dynasty Limited在公开市场购买了310万股A类普通 股，平均价为每股A类普通股80.49港元。 蔚来全新ES8预售发布。行政豪华版六座/七座预售价为416,800元起，采用BaaS电池租用方式购买，预 售价为308,800元起。全新ES8将于2025年9月下旬正式上市并开启交付。 零跑汽车2025H1总交付量达221,664辆，同比增长103.8%。2025年7月，公司交付量再次突破新高，达 到50,129辆，连续5个月位居新势力销量榜首。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 09868 | 小鹏汽车-W | 91.800 | 13.47% | | 09866 | 蔚来-SW | ...

Core Insights - China's automotive industry has shown robust growth in the first seven months of the year, with production reaching 18.235 million units, a year-on-year increase of 12.7%, and sales at 18.269 million units, up 12% [2] - The export of complete vehicles reached 3.68 million units, marking a 12.8% increase, indicating a stable overall market performance [2] - The "old-for-new" policy and continuous introduction of new models have positively impacted the market, contributing to steady growth [2] Electric Vehicle Exports - Exports of new energy vehicles (NEVs) surged significantly, with 1.308 million units exported in the first seven months, representing an 84.6% year-on-year increase [2] - In July, NEVs accounted for 39.1% of total vehicle exports, a record high, showcasing their role as a key driver for export growth [2] - The structure of exports is shifting, with plug-in hybrid vehicles becoming a major growth point, as pure electric vehicle exports reached 833,000 units (up 50.2%) and plug-in hybrids at 475,000 units (up 210%) [3] Market Dynamics - Leading companies like BYD, Geely, Chery, and Changan are driving export growth, while emerging brands are gaining traction in international markets, enhancing the competitiveness of Chinese NEVs [3] - The trend is moving towards CKD (Completely Knocked Down) exports and localized production, which is expected to improve local service capabilities [3] Export Destinations - Major export destinations for NEVs include Belgium, the UK, Spain, ASEAN countries like the Philippines, and Latin American countries such as Mexico and Brazil [4] - Despite some disruptions, exports to the EU region have seen rapid growth, with Chinese automotive companies gaining trust through diverse technology routes and competitive pricing [4] Future Outlook - The automotive industry anticipates a total sales volume of 32.9 million units for the year, reflecting a 4.7% increase, with NEV sales projected to reach 16 million units [5]

Core Viewpoint - Great Wall Motors has officially launched its factory in São Paulo, Brazil, marking a new phase in its globalization strategy, supported by over 100 billion yuan in R&D investment over three consecutive years and nearly 50,000 patents [1][2]. R&D Investment - Great Wall Motors has maintained high R&D investment, with 2024 spending projected to reach 10.4 billion yuan, continuing a trend of exceeding 10 billion yuan for three years [2]. - Nearly 40% of the R&D budget is allocated to key areas of new energy and intelligence, resulting in significant technological achievements, including 2,962 new authorized patents in the first half of 2025, with 37.8% related to new energy [2]. Vertical Integration and Quality Control - The company has achieved over 70% self-sufficiency in core components through strategic vertical integration, with subsidiaries like Honeycomb Energy and Precision Auto entering the global top 100 parts suppliers list for 2024 [3]. - Great Wall Motors has invested 510 million yuan in a multi-angle safety collision laboratory, the largest in Asia, to enhance quality control, capable of simulating 9,000 complex road conditions [3]. Globalization Strategy - The São Paulo factory represents a milestone in Great Wall Motors' globalization strategy, transitioning from product export to a localized ecosystem approach, including R&D, supply chain management, and sales services [4]. - The company has developed an "ethanol plug-in hybrid system" tailored for Brazil's ethanol fuel market, showcasing its intelligent manufacturing capabilities [4]. Financial Performance - In the first half of 2025, Great Wall Motors sold 15,700 vehicles in Brazil, a year-on-year increase of 19.8%, significantly outpacing the local industry average [4]. - The company's overseas business is projected to contribute over 45.3 billion yuan in revenue in 2024, with overseas gross margins exceeding domestic levels [5]. - For 2024, Great Wall Motors expects total revenue of 202.2 billion yuan, with net profit increasing by 80.73% to 12.7 billion yuan, and operating cash flow rising by 56.49% to 27.783 billion yuan [5]. Future Outlook - Great Wall Motors anticipates that its technology reserves in new energy and intelligence will enter a harvest period, with its hydrogen-powered heavy trucks achieving over 15 million kilometers of safe operational mileage [5]. - The São Paulo factory's capacity ramp-up is expected to drive significant revenue growth in the Latin American market, potentially becoming a key engine for the next 10 billion yuan in revenue [5].

Core Viewpoint - The official launch of the Haval H6 GT at the new factory in São Paulo marks a new phase in Great Wall Motors' globalization strategy, supported by significant R&D investments and a robust patent portfolio [1][2]. R&D Investment - Great Wall Motors has maintained high R&D investments, with 2024 spending projected to reach 10.4 billion yuan, continuing a trend of over 10 billion yuan for three consecutive years [2]. - Nearly 40% of the R&D budget is allocated to key areas such as new energy and intelligent technology, resulting in substantial technological achievements, including nearly 50,000 patent applications [2]. Technological Advancements - The company has achieved breakthroughs in core technologies, with a mature technology route encompassing hybrid, pure electric, and hydrogen energy systems [3]. - The Hi4 electric hybrid four-wheel drive system meets diverse needs, and the Hi4-G heavy-duty hybrid technology has undergone rigorous testing over 5 million kilometers [3]. - Strategic vertical integration has led to over 70% self-sufficiency in core components, enhancing cost advantages [3]. Quality Control - Great Wall Motors emphasizes quality control throughout the R&D ecosystem, with advanced facilities such as a 5.1 billion yuan multi-angle safety collision laboratory [3][4]. - The company’s manufacturing processes, including a fully enclosed stamping line and high automation rates, ensure superior product quality [4]. Globalization Strategy - The São Paulo factory represents a milestone in the company's globalization strategy, transitioning from product export to a comprehensive local ecosystem [4]. - The company has developed an ethanol plug-in hybrid system tailored to Brazil's unique market, showcasing its intelligent manufacturing capabilities [4]. Financial Performance - In the first half of 2025, Great Wall Motors sold 15,700 vehicles in Brazil, a year-on-year increase of 19.8%, significantly outpacing the local industry average [4]. - The company’s international strategy has led to over 20 million vehicles exported and projected overseas revenue exceeding 45.3 billion yuan in 2024, with higher gross margins than domestic operations [5]. Future Outlook - Great Wall Motors anticipates that its technological reserves in new energy and intelligent sectors will enter a harvest phase, with the Brazilian factory expected to drive significant revenue growth [5][6]. - The company’s approach exemplifies the successful transformation of China's manufacturing industry through substantial R&D investments and localized value creation [6].

长城汽车 以技术创新重构竞争格局 ...

Core Viewpoint - The automotive sector in Hong Kong is experiencing increased volatility, with Great Wall Motors (02333) showing notable price movements and technical indicators suggesting potential short-term adjustments [1][3]. Technical Analysis - Great Wall Motors' stock price reached HKD 17.76, up 5.21%, indicating strong recent performance but also showing clear overbought signals [1]. - The stock is at a critical technical turning point, remaining above all major moving averages, with the 10-day moving average at HKD 15.34 providing recent support [1]. - Key support levels are identified at HKD 15.2 and HKD 13.6, while resistance is seen at HKD 18.3, with a potential challenge of HKD 20.2 if the upper resistance is breached [1]. - The current price is only 8.3% away from recent highs, while there is a 10% adjustment space to the first support level, necessitating careful risk-reward assessment [1]. Overbought Signals - Technical indicators show significant overbought conditions, with the RSI reaching 84, indicating substantial short-term adjustment pressure [3]. - Multiple oscillators are signaling sell conditions, with the Williams and stochastic indicators also reflecting overbought status [3]. - Momentum indicators are suggesting a "sell" signal, reinforcing the caution for investors regarding potential short-term pullbacks [3]. Derivative Products - Investors looking for opportunities in derivatives can consider UBS call warrant 13608, with a strike price of HKD 18.82 and a leverage of 5.1 times [5]. - Another option is HSBC call warrant 13606, also with a strike price of HKD 18.82, offering a leverage of 5.2 times, which is among the higher leverage options [5]. - JPMorgan call warrant 14482 provides a leverage of 4.9 times, with a premium of 15.63% and an implied volatility of 60.65%, suitable for investors optimistic about future market performance but wanting to manage premium costs [5].

Group 1: Hang Seng Index (HSI) - The Hang Seng Index closed at 25,104 points, slightly below the middle line of the Bollinger Bands (25,113), indicating a neutral trading signal with no clear direction [1] - Support levels are identified at 24,717 points and 24,200 points, while resistance levels are at 25,400 points and 25,900 points [1] - Investors are advised to be cautious and consider waiting for clearer signals before making directional trades [1] Group 2: Baidu Group (09888.HK) - Baidu's stock price closed at 85 HKD, having fallen below the middle line of the Bollinger Bands and approaching a low of 83.9 HKD [6] - The analysis indicates a "sell" signal, with long-term prospects remaining positive; support levels are at 81.8 HKD and 78.5 HKD [6] Group 3: China Mobile (00941.HK) - China Mobile's stock reached a high of 89.7 HKD, surpassing the upper limit of the Bollinger Bands, and closed at 89.4 HKD [13] - The trading signal is classified as "strong buy," with resistance levels at 90.7 HKD and 96.1 HKD for investors to consider [13] Group 4: Great Wall Motors (02333.HK) - Great Wall Motors' stock price has shown a positive trend, reaching a high of 18.3 HKD and closing above the upper limit of the Bollinger Bands [18] - The signal is a "buy," with the first resistance level at 19.2 HKD and a second resistance level at 21.4 HKD [18] Group 5: China Resources Beer (00291.HK) - The stock price has shown a rapid upward movement, with a high of 28.98 HKD and a closing price of 28.34 HKD [24] - The trading signal is a "buy," with resistance levels at 29.2 HKD and 30.7 HKD [24] Group 6: NIO Inc. (09866.HK) - NIO's stock price closed at 41.18 HKD after reaching a high of 41.38 HKD, indicating a strong upward trend [26] - The analysis suggests a "buy" signal, with resistance levels at 43.2 HKD and 45.3 HKD [26]

Group 1: NIO ES8 Pre-sale - The all-new NIO ES8 has started pre-sales with a price range of 416,800 to 456,800 yuan, and a battery rental option priced between 308,800 to 348,800 yuan, with an expected official launch in late September [2][3][6] - The exterior design retains the iconic Xbar design language, featuring a dual-layer cutting design for daytime running lights and smart high-definition projection headlights, available in six colors [5] - The interior is equipped with advanced features including a 38-inch AR heads-up display, a 15.6-inch central control screen, and a 21.4-inch MINILED rear entertainment screen, among other luxury amenities [8][11] Group 2: Great Wall Motors' Luxury Brand - Great Wall Motors has initiated a global tender for its ultra-luxury car brand BG, indicating a strategic move into the high-end market [12][13] - The brand positioning is expected to be high-end, leveraging Great Wall's accumulated technology and brand advantages to penetrate the luxury segment [13] Group 3: Geely's AI Cockpit - Geely has announced the launch of the world's first large-scale deployable automotive super-personalized AI entity, named Eva, and will no longer develop traditional smart cockpits lacking AI capabilities [16][17] - The AI cockpit is built on a five-layer AI technology architecture, enabling proactive service capabilities where users can simply express their intentions for the AI to execute tasks seamlessly [16] - Geely's strategy emphasizes integration across brands and technology, aiming for efficient breakthroughs in technology and more accessible tech products for consumers [17]