Group 1 - In July, BYD's passenger car sales reached 341,030 units, with significant contributions from the Dynasty and Ocean series [1][2] - BYD's overall sales saw a decline, potentially due to reduced discounts, but the Fangchengbao model emerged as a new growth point with sales of 14,180 units [4] - BYD's overseas sales increased by 159.5% year-on-year, indicating progress in expanding its international market presence [4] Group 2 - Geely's new energy vehicle sales in July totaled 130,124 units, with the Galaxy brand contributing 95,043 units [5][8] - Geely's organizational restructuring has shown positive results, particularly with the Galaxy brand supporting its new energy vehicle segment [8] - If Geely's international expansion continues successfully, it is likely to achieve its annual target of 3 million units [8] Group 3 - Changan's new energy vehicle sales exceeded 79,000 units in July, with the Changan Qiyuan model delivering 28,568 units [9][10] - Changan has recently become the 100th central enterprise in China, which may enhance resource allocation for its brands [16] Group 4 - Chery's total sales in July reached 224,439 units, with new energy vehicle sales at 65,357 units [18] - Chery has seen a rise in its global ranking and has become the first Chinese brand to export over 5 million vehicles [18] Group 5 - SAIC-GM-Wuling's new energy vehicle sales in July were 73,901 units, contributing to a total of 123,341 units sold [20] - Wuling is focusing on expanding its export business, with a new MPV model launched in Indonesia [20] Group 6 - Leap Motor achieved a record monthly delivery of 50,129 units in July, marking a strong growth trend [23] - The launch of the B01 model at a competitive price point is expected to enhance Leap Motor's market presence [23] Group 7 - Hongmeng Zhixing delivered 47,752 units in July, maintaining a strong performance with the AITO M8 model being a key contributor [25] - Upcoming models are expected to further expand Hongmeng's market share [25] Group 8 - Xiaopeng Motors delivered 36,717 units in July, continuing a streak of over 30,000 units for nine consecutive months [30] - The launch of the G7 model is seen as a direct competition to Xiaomi's YU7 [30] Group 9 - Great Wall Motors' new energy vehicle sales reached 34,593 units in July, with the Wey brand contributing 10,045 units [32] - Great Wall is focusing on quality and has received positive feedback for its recent initiatives [37] Group 10 - Li Auto delivered 30,731 units in July, with the launch of the i8 model expected to provide new growth opportunities [39] - The company is transitioning to a dual strategy of range-extended and pure electric vehicles [39] Group 11 - Xiaomi's automotive division delivered over 30,000 units in July, with the YU7 model experiencing high demand [41] - Production capacity is expected to improve with the expansion of manufacturing facilities [41] Group 12 - Dongfeng Yipai Technology sold 27,923 units in July, with strong performance from its sub-brands [44] Group 13 - GAC Aion's sales reached 26,557 units in July, with significant investments in charging infrastructure [46] Group 14 - NIO delivered 21,017 units in July, with the launch of the L90 model generating considerable interest [49] Group 15 - BAIC New Energy delivered 12,189 units in July, with the Arcfox brand contributing 9,436 units [51] Group 16 - Lantu delivered 12,135 units in July, with the launch of the upgraded Lantu FREE+ model receiving positive market feedback [58]

Core Viewpoint - Great Wall Motors announced its production and sales figures for July 2025, showing a mixed performance across different brands and models [2][3]. Group 1: Sales Performance - Haval brand sold 56,221 units in July 2025, a 6.19% increase compared to 52,944 units in July 2024. Year-to-date sales reached 377,648 units, up 7.08% from 352,682 units last year [3]. - WEY brand experienced significant growth, with sales of 10,045 units in July 2025, a 263.29% increase from 2,765 units in July 2024. Year-to-date sales were 44,539 units, a 96.80% increase from 22,632 units last year [3]. - Great Wall Pickup sold 13,772 units in July 2025, a 14.50% increase from 12,028 units in July 2024. Year-to-date sales reached 110,000 units, up 5.83% from 103,944 units last year [3]. - Ora brand saw a decline in sales, with 4,300 units sold in July 2025, a decrease of 10.04% from 4,780 units in July 2024. Year-to-date sales were 18,208 units, down 50.15% from 36,529 units last year [3]. - Tank brand sold 20,020 units in July 2025, a 7.16% increase from 18,682 units in July 2024. Year-to-date sales were 123,680 units, down 8.19% from 134,720 units last year [3]. - Total sales for the company reached 104,372 units in July 2025, a 14.34% increase from 91,285 units in July 2024. Year-to-date total sales were 674,161 units, up 3.57% from 650,954 units last year [3]. Group 2: Production Performance - Haval brand produced 51,663 units in July 2025, a 5.05% increase from 49,179 units in July 2024. Year-to-date production was 369,079 units, up 3.30% from 357,282 units last year [3]. - WEY brand's production reached 10,420 units in July 2025, a 431.63% increase from 1,960 units in July 2024. Year-to-date production was 46,337 units, up 106.51% from 22,438 units last year [3]. - Great Wall Pickup's production was 13,736 units in July 2025, a 9.37% increase from 12,559 units in July 2024. Year-to-date production reached 110,702 units, up 9.63% from 100,980 units last year [3]. - Ora brand produced 3,544 units in July 2025, a decrease of 3.01% from 3,654 units in July 2024. Year-to-date production was 17,951 units, down 47.04% from 33,895 units last year [3]. - Tank brand's production was 21,425 units in July 2025, an 18.32% increase from 18,108 units in July 2024. Year-to-date production reached 127,750 units, down 2.97% from 131,661 units last year [3]. - Total production for the company was 101,045 units in July 2025, an 18.22% increase from 85,470 units in July 2024. Year-to-date total production was 672,226 units, up 4.00% from 646,352 units last year [3].

Group 1 - InnoCare (02577.HK) has partnered with NVIDIA to promote the large-scale implementation of the 800 VDC power architecture in AI data centers, which is designed for efficient power supply in megawatt-level computing infrastructure [1] - The 800 VDC system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, enabling a 100-1000 times increase in AI computing power [1] - The company's third-generation GaN devices provide a comprehensive power solution from 800V input to GPU terminals, covering a voltage range from 15V to 1200V [1] Group 2 - China Ruyi (00136.HK) received a strategic investment of HKD 3.9 billion from Wuji Capital to accelerate business expansion and acquisition plans [2] - LEPU Biopharma-B (02157.HK) has authorized T-cell connector technology with an upfront payment of USD 10 million and potential milestone payments of up to USD 850 million [2] - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia [2] Group 3 - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of 58% [3] - Great Wall Motors (02333.HK) achieved approximately 104,372 vehicle sales in July, reflecting a year-on-year growth of 14.34% [3] - NIO-SW (09866.HK) delivered 21,017 vehicles in July [3]

Group 1: Company Earnings - PCCW (00008.HK) reported a revenue of HKD 18.922 billion for the first half, a year-on-year increase of 7%, with a net loss of HKD 0.445 billion, narrowing by 4% [1] - Xinyi Solar (00968.HK) recorded a revenue of HKD 10.932 billion, a decrease of 6.5% year-on-year, with a net profit of HKD 0.746 billion, down 58.8% [2] - Xinyi Glass (00868.HK) had a revenue of HKD 9.821 billion, a year-on-year decrease of 9.7%, with a net profit of HKD 1.013 billion, down 59.6% [3] - Xinyi Energy (03868.HK) reported a revenue of HKD 1.21 billion, an increase of 7.7% year-on-year, with a net profit of HKD 0.45 billion, up 23.4% [4] - DTXS Silk Road Investment (02510.HK) issued a profit warning, expecting a mid-term net profit of approximately USD 180-200 million, a year-on-year increase of about 220% to 255% [5] - Lianhua Supermarket (00980.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 25-55 million [6] - Tibet Water Resources (01115.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 36 million, a year-on-year increase of about 300% [7] - Foton Motor (00420.HK) issued a profit warning, expecting a mid-term net profit of HKD 30.7 million, turning from loss to profit [8] - Hong Kong Travel (00308.HK) issued a profit warning, expecting a mid-term net loss exceeding HKD 70 million, turning from profit to loss [9] - Poly Property Group (00119.HK) issued a profit warning, expecting a mid-term net profit to decline by 40%-50% year-on-year [10] - Kefu Shan Group Holdings (08512.HK) issued a profit warning, expecting a mid-term net profit to decrease to approximately HKD 43-47 million [11] - Mobi Development (00947.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 32 million [12] - Changmao Biochemical Engineering (00954.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 24-27 million [13] - Yunyou Holdings (00484.HK) issued a profit warning, expecting a mid-term net loss to increase to approximately HKD 21 million [14] - Weiya Li (00854.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 15-25 million, turning from loss to profit [15] Group 2: Automotive Sales - BYD Company (01211.HK) reported sales of approximately 2.4903 million new energy vehicles in the first seven months, a year-on-year increase of 27.35% [16] - Great Wall Motors (02333.HK) reported total vehicle sales of approximately 674,200 units in the first seven months, a year-on-year increase of 3.57% [17] - Li Auto (02015.HK) delivered 30,731 new vehicles in July [18] - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of approximately 58% [19] Group 3: Company News - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia, with a contract value expected to reach several billion USD [20] - InnoCare Pharma (02577.HK) partnered with NVIDIA to jointly promote the large-scale implementation of 800 VDC power architecture in AI data centers [21] - Zijin Mining (02899.HK) received parliamentary approval for the mining lease of the Akyem gold mine in Ghana, with a total transaction value of USD 1 billion [22] - Codex-B (02487.HK) received approval from the Hong Kong Department of Health for the listing of CU-40102 (topical finasteride spray) for the treatment of androgenetic alopecia [23] - Mixue Group (02097.HK) subscribed to a wealth management product from Pudong Development Bank, involving an investment of HKD 300 million [24] Group 4: Buyback Activities - Hang Seng Bank (00011.HK) repurchased 200,000 shares at a cost of approximately HKD 22.5922 million, with repurchase prices ranging from HKD 112.4 to 114.3 [25] - Vitasoy International (00345.HK) repurchased 1.844 million shares at a cost of approximately HKD 16.89 million, with repurchase prices ranging from HKD 9.14 to 9.17 [26]

Group 1 - The core point of the article is that Great Wall Motors (601633.SH) reported its production and sales figures for July 2025, showing significant year-on-year growth in both sales and production [1] - In July, the total sales reached 104,372 units, representing a year-on-year increase of 14.34% [1] - The total production for July was 101,045 units, which reflects a year-on-year growth of 18.22% [1] Group 2 - In the new energy vehicle segment, sales for July amounted to 34,593 units [1] - Cumulatively, from January to July, the total sales of new energy vehicles reached 195,007 units [1]

Core Insights - Great Wall Motors (601633.SH) reported a total sales volume of 104,372 units in July 2025, representing a year-on-year increase of 14.34% [1] - The total production volume for July was 101,045 units, showing a year-on-year growth of 18.22% [1] - In July, the sales of new energy vehicles reached 34,593 units, with cumulative sales from January to July amounting to 195,007 units [1]

格隆汇8月1日｜长城汽车(601633.SH)公告称，7月产销量分别为101,045台和104,372台，同比分别增长 18.22%和14.34%。7月海外销售41,088台，1-7月累计销售238,746台。7月新能源车销售34,593台，1-7月 累计销售195,007台。 ...

| | | 长城汽车股份有限公司 关于可转换公司债券转股、2021 年股票期权激励计划及 2023 年股票期权激励计划自主行权结果暨股份变动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 可转债转股情况：2025年7月1日至2025年7月31日期间，共有13,000元"长汽转 债"已转换成公司股票，转股数为330股。自2021年12月17日至2025年7月31日， 累计共有4,899,000元"长汽转债"已转换为公司股票，累计转股数为128,504 股，占可转债转股前公司已发行股份总额的0.0014%。 未转股 可转债情 况：截至2025 年 7月31 日，尚未 转股的可 转债金额为 3,495,101,000元，占可转债发行总量的99.8600%。 2021年股票期权激励计划首次授予期权行权结果：2021年股票期权激励计划首 次授予第三个行权期可行权股票期权数量为65,045,039股，行权方式为自主行 权，行权期为2024年7月22日至2025年7月21日。2025年7月行权0股，占2021年 股票期 ...

证券代码：601633 证券简称：长城汽车 公告编号：2025-102 转债代码：113049 转债简称：长汽转债 长城汽车股份有限公司 2025 年 7 月产销快报 | 车型 | | | 销量 | | | | | | 产量 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 月度同比 | | | 年度同比 | | | 月度同比 | | | 年度同比 | | | | | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增减(%) | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增减(%) | | 哈弗品牌 | 56,221 | 52,944 | 6.19 | 377,648 | 352,682 | 7.08 | 51,663 | 49,179 | 5.05 | 369,079 | 357,282 | 3.30 | | WEY品牌 | 10,045 | 2,765 | 263.29 | 44,539 | 22,632 | 96.80 | ...

1-7月，汽车销量合计约67.42万台，同比增长3.57%;产量合计约67.22万台，同比增长4%。 长城汽车（601633）(02333)公布，于2025年7月，汽车销量合计约10.44万台，同比增长14.34%;产量约 10.1万台，同比增长18.22%。 此外，7月海外销售41,088台，1-7月累计销售238,746台。7月新能源车销售34,593台，1-7月累计销售 195,007台。 ...