港股汽车ETF（159210）标的指数成分股多数冲高，京东方精电涨超10%，长城汽车涨超9%，力劲科技、东岳集团等涨超6%，小鹏汽车、理 想汽车、零跑汽车等涨超1%，比亚迪股份、潍柴动力等微涨。 8月18日，A股、港股联袂上涨！港股汽车ETF（159210）跳空高开，截至10:11，放量涨超2%，冲击两连阳！ | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 9868 | 小鹏汽车-W | 汽车 | 1.81% | 3.94 Z | 14.12% | | 2 | 1211 | 比亚迪股份 | 汽车 | 0.89% | 6.87 亿 | 12.37% | | 3 | 2015 | 理想汽车-W | 汽车 | 1.48% | 3.86 Z | 11.31% | | 4 | 0175 | 吉利汽车 | 汽车 | -0.16% | 4.03亿 | 11.26% | | 5 | 9863 | 零跑汽车 | 汽车 | 1.61% | 1.94 Z | 4.24% | | 6 | 3 ...

长城汽车(02333)涨超8%，截至发稿，涨7.86%，报17.01港元，成交额3.63亿港元。消息面上，据长城 汽车官微消息，北京时间8月16日凌晨，长城汽车巴西工厂正式竣工投产，并宣布001号车——哈弗H6 GT正式下线。据悉，该厂组装的首款预量产车型是哈弗H6汽油版、混动版SUV，哈弗H9和Poer皮卡则 是下一阶段投产的车型。整个工厂共有530名员工，其中145人担任行政或办公室岗位。预计到年底员工 人数将增至1000人，届时工厂将实行双班制。初期产能为每年3万辆，预计将在2028年达到5万台的产 能。 ...

长城汽车在巴西的首家工厂于8月15日竣工投产，并已在为第二座工厂选址，以提升其在巴西市场 的未来产能。长城新开业的工厂位于巴西圣保罗州伊拉塞马波利斯，将生产三款车型——哈弗H6、 H9SUV车型以及长城炮P30皮卡。该公司高管表示，最终目标是在巴西实现25万至30万辆的年销量。 ...

Core Viewpoint - Great Wall Motors (02333) shares rose over 8%, currently at 17.01 HKD with a trading volume of 363 million HKD following the announcement of the completion and production launch of its Brazil factory [1] Group 1: Factory Launch and Production - The Brazil factory officially commenced operations on August 16, with the first vehicle, the Haval H6 GT, rolling off the production line [1] - The initial production models include the gasoline and hybrid versions of the Haval H6 SUV, with plans to produce the Haval H9 and Poer pickup in the next phase [1] - The factory spans 1.2 million square meters, with a building area of 94,000 square meters, featuring core workshops for welding, painting (including robotic applications), and assembly [1] Group 2: Employment and Capacity - The factory currently employs 530 staff, with 145 in administrative or office roles, and is expected to increase to 1,000 employees by the end of the year, implementing a double shift system [1] - The initial production capacity is set at 30,000 vehicles per year, projected to reach 50,000 vehicles by 2028 [1]

Core Viewpoint - Great Wall Motors has officially launched its factory in Brazil, marking a significant expansion in its production capabilities and the introduction of new vehicle models to the market [1] Group 1: Factory Launch and Production - The factory in Brazil has commenced operations, with the first vehicle, the Haval H6GT, rolling off the production line [1] - The initial production capacity is set at 30,000 units per year, with plans to increase to 50,000 units by 2028 [1] - The factory covers an area of 1.2 million square meters, with a building area of 94,000 square meters, featuring advanced manufacturing processes including welding, painting, and assembly [1] Group 2: Employment and Workforce - The factory currently employs 530 staff members, with 145 in administrative or office roles [1] - The workforce is expected to grow to 1,000 by the end of the year, at which point the factory will operate on a double shift system [1] Group 3: Vehicle Models and Production Plans - The initial models to be produced include the Haval H6 gasoline and hybrid versions, with plans to introduce the Haval H9 and Poer pickup in the next phase [1] - The factory is equipped with a comprehensive energy supply system and an efficient logistics supply chain to support production [1]

Group 1: Policy Changes - Wuhan's automobile replacement and upgrade policy will be suspended from August 19, 2025, requiring consumers to complete vehicle registration and subsidy applications by August 31, 2025 [1] Group 2: Industry Developments - NIO's G318 route for battery swapping has been fully operational since August 16, 2025, covering 2950 kilometers with 15 battery swap stations [2] - Great Wall Motors' factory in Brazil has officially commenced production, with an annual capacity of 50,000 vehicles, initially producing Haval H6, H9, and 2.4T Great Wall Cannon models [3] - Seres has acquired 48.54% of the shares in Chongqing Jinkang Power New Energy Co., making it a wholly-owned subsidiary for a transaction price of 663 million yuan [4] - Shanghai Lingang has launched its first batch of autonomous smart connected taxis, covering 58 locations with a fare structure starting at 16 yuan for trips under 5 kilometers [5] - Faraday Future has initiated the C10 Treasury plan and launched the C10 index, aiming to procure 500-1 billion USD in crypto assets, with an initial investment of 30 million USD [6]

天眼查商业履历信息显示，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，实缴资本848655.9123万人民币。公司法定代表 人为魏建军。 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2584次，知识 产权方面有商标信息5000条，专利信息5000条，此外企业还拥有行政许可639个。 8月18日，沪深两融数据显示，长城汽车上周累计获融资净买入额5650.67万元，居两市第186位，上周 融资买入额2.67亿元，偿还额2.10亿元。 长城汽车所属概念板块包括：汽车整车、河北板块、标准普尔、富时罗素、MSCI中国、证金持股、沪 股通、上证180_、融资融券、股权激励、机构重仓、转债标的、HS300_、AH股、固态电池、氢能源、 华为概念、百度概念、雄安新区、车联网(车路云)、新能源车、无人驾驶、人工智能、燃料电池。 资金流方面，长城汽车近5日主力资金流入3062.74万元，区间涨幅0.96%；近10日主力资金流入4199.24 万元，区间涨幅0.86%。 ...

长城汽车巴西工厂前身为戴姆勒集团工厂，经过改造升级，已成为智能化生产基地。作为长城汽车在海 外的第三大全工艺整车制造中心，该工厂将辐射拉美市场，成为该公司连接欧亚、东南亚与拉美市场的 枢纽；其竣工投产，标志着长城汽车全球化战略在拉美的深入推进，也展示了中国汽车产业高质量"出 海"的新面貌，体现了中巴汽车产业链融合发展的创新实践。 卢拉亲自在首款下线车型哈弗H6GT的前机盖上签名，寓意该车完成最后一道工序，即将进入市场。仪 式结束后，他还与工厂工人合影留念。 卢拉在致辞中说，吸引外资和促进本国投资的关键在于提供政治稳定，从而带来经济、社会和财政的可 预测性。中国已成为巴西最重要的贸易伙伴，长城汽车巴西工厂落成，对巴西工业发展具有重要意 义。"这意味着巴西将具备尖端技术生产能力，能够制造与全球竞争的汽车；也意味着为巴西人创造就 业机会、增加收入和提升专业知识水平。" 当地时间15日，长城汽车巴西工厂竣工投产暨首台哈弗H6GT下线仪式在圣保罗州伊拉塞马波利斯市举 行。 巴西总统卢拉、副总统阿尔克明、中国驻巴西大使祝青桥、劳工部部长路易斯·马里尼奥和长城汽车总 裁穆峰、长城国际总裁史青科等共同出席仪式。 中国驻巴西大 ...

巴西总统卢拉上周五在中国汽车制造商长城汽圣保罗州工厂的开业典礼上表示，欢迎外国公司来巴西开 展业务。"巴西政府是可靠的。谁想走，就走吧。谁想来，我们张开双臂欢迎，"卢拉在仪式上说。卢拉 在演讲中批评了美国总统特朗普对巴西商品征收50%关税的做法，并表示巴西正面临着 "不必要的动 荡"。 ...

Group 1: Great Wall Motors - Great Wall Motors' factory in Brazil has officially completed construction and will initially produce models such as the 2.4T Great Wall Cannon, Haval H6 series, and Haval H9 [1] - The factory's operation marks a significant step in the globalization strategy of Chinese automotive companies, enhancing local supply capabilities in the Latin American market and reducing trade barriers [1] - The shift from simple exports to comprehensive output of technology, capacity, and standards by Chinese automotive companies is expected to reshape the emerging market landscape [1] Group 2: Shenzhen's Green Vehicle Initiative - Shenzhen has launched the "Green Vehicle Charging Green Electricity" incentive program, allowing electric vehicle owners to claim personal "Green Certificates" for every 1,000 kWh charged at designated stations [2] - The initiative aims to enhance the activity in the green electricity trading market and provides a competitive edge for new energy vehicle companies through a personal certificate incentive mechanism [2] - This dual-driven model of consumption and policy may serve as a replicable template for carbon-inclusive mechanisms in other cities [2] Group 3: WeRide and Grab Investment - WeRide has announced a multi-million dollar equity investment from Southeast Asian ride-hailing platform Grab, aimed at accelerating the deployment of L4-level Robotaxis in Southeast Asia [3] - This strategic investment signifies a breakthrough for Chinese autonomous driving technology in international markets and opens new growth opportunities for WeRide [3] - The collaboration validates the technological strength and international competitiveness of Chinese autonomous driving companies, enhancing investor confidence in the long-term value of the smart driving sector [3] Group 4: Xiaomi's Electric Vehicle Charging Response - Xiaomi's VP addressed concerns regarding the compatibility of electric vehicle charging while traveling abroad, stating that the majority of charging stations in Central Asia, Russia, and Ukraine are compatible with domestic standards [4] - The response alleviates market concerns about the overseas applicability of Chinese electric vehicles and highlights the penetration of Chinese charging standards in certain international markets [4] - This information is expected to improve investor valuation expectations for new energy vehicle companies with overseas strategic plans and open new avenues for cross-border service for charging station operators [4]