7月车市进入传统销售淡季，车企销量出现不同程度波动。 已公布7月产销数据的7家自主车企中，5家销量出现环比下滑，不过，从同比增幅来看，7家车企均实现 同比增长，其中5家增幅超10%，比亚迪、上汽集团7月销量均超过30万辆，分别为34.4万辆和33.8万 辆。 新势力品牌销量排名再次洗牌。按单品牌销量来看，排在前三位的分别是零跑、小鹏汽车和理想汽车。 其中零跑月销量首次突破5万辆；小鹏汽车以3.67万辆的交付量创历史新高，同比增长229.4%。 | 超30000 | 小米汽车 | 贈长 | 鹅长 | 劃155000 | | | --- | --- | --- | --- | --- | --- | | 27169 | 深蓝汽车 | -9.1% | 62.5% | 170405 | 69.4% | | 12675 | 厨来品牌 | -13.1% | -38.2% | 87120 | -19.3% | | 5976 乐道 | | -6.6% | - | 37838 | | | 2366 萤火虫 | | -39.8% | - | 1 | | | 16977 | 极氮品牌 | 1.6% | 8.4% | 107717 ...

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 FF301 致：香港交易及結算所有限公司 公司名稱: 浙江零跑科技股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 內資股 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 220,552,174 RMB | | | 1 RMB | | 220,552,174 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 220,552,174 RMB | | | 1 RMB | | 220,552,174 | | 2. 股份分類 | 普通股 ...

Group 1 - The core viewpoint is that Leap Motor is experiencing significant growth in orders and deliveries, with a recent report indicating 13,000 new orders and a confirmed delivery exceeding 10,000 units [1] - Leap Motor's sales in July reached over 50,000 units for the first time, specifically 50,129 vehicles, representing a year-on-year increase of 126% [2] - The founder and chairman of Leap Motor, Zhu Jiangming, announced plans to launch three new models by 2025, including the B01, and five to six models by 2026, emphasizing innovation and unique features in new offerings [2]

| 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 02145 | 下美股份 | 81.500 | 7.73% | | 06181 | 老铺黄金 | 731.500 | 6.01% | | 09863 | 零跑汽车 | 61.250 | 4.88% | | 02367 | 巨子生物 | 57.200 | 2.97% | | 01364 | 古茗 | 23.620 | 2.92% | | 09992 | 泡泡玛特 | 250.000 | 2.80% | | 01810 | 小米集团-W | 54.500 | 2.06% | | 09985 | 卫龙美味 | 12.160 | 1.50% | | 09868 | 小鹏汽车-W | 72.350 | 1.47% | | 01405 | 达势股份 | 85.250 | 1.31% | | 01318 | 毛戈平 | 100.400 | 0.80% | | 09896 | 名创优品 | 37.180 | 0.35% | | 09866 | 蔚来-SW | 37.920 | 0.32% | | 02097 | 蜜雪集 ...

国泰海通证券指出，公司上半年交付量登顶新势力第一。6月零跑汽车交付新车4.8万辆，同比增长 138%，环比增长7%，交付量连创历史新高。其中，零跑B10于6月交付1.4万辆，持续放量。25年上半 年累计交付新车22.2万辆，同比增长156%，登顶新势力品牌销量第一。随着B01的上市，公司产品周期 持续驱动，销量有望继续提升。 本文源自智通财经网 智通财经获悉，零跑汽车(09863)现涨超4%，截至发稿，涨3.42%，报60.4港元，成交额1.72亿港元。 消息面上，零跑汽车在官方微博发布消息，7月全系交付达50129台，同比增长超126%，零跑汽车月销 量首次突破5万台。值得注意的是，7月24日，零跑B系列首款纯电轿车零跑B01正式上市，新车上市72 小时锁单10132辆。 ...

零跑汽车(09863)现涨超4%，截至发稿，涨3.42%，报60.4港元，成交额1.72亿港元。 国泰海通证券指出，公司上半年交付量登顶新势力第一。6月零跑汽车交付新车4.8万辆，同比增长 138%，环比增长7%，交付量连创历史新高。其中，零跑B10于6月交付1.4万辆，持续放量。25年上半 年累计交付新车22.2万辆，同比增长156%，登顶新势力品牌销量第一。随着B01的上市，公司产品周期 持续驱动，销量有望继续提升。 消息面上，零跑汽车在官方微博发布消息，7月全系交付达50129台，同比增长超126%，零跑汽车月销 量首次突破5万台。值得注意的是，7月24日，零跑B系列首款纯电轿车零跑B01正式上市，新车上市72 小时锁单10132辆。 ...

Core Viewpoint - Leap Motor (09863) has achieved significant growth in vehicle deliveries, with July deliveries reaching 50,129 units, marking a year-on-year increase of over 126% [1] Group 1: Delivery Performance - In July, Leap Motor's total vehicle deliveries reached 50,129 units, representing a year-on-year growth of over 126% [1] - The company’s June deliveries were 48,000 units, showing a year-on-year increase of 138% and a month-on-month increase of 7% [1] - For the first half of 2023, Leap Motor's cumulative deliveries reached 222,000 units, a year-on-year increase of 156%, making it the top-selling brand among new energy vehicle manufacturers [1] Group 2: Product Launch and Market Response - The launch of the Leap B01, the first pure electric sedan from the B series, occurred on July 24, with 10,132 orders placed within 72 hours of its release [1] - The B10 model contributed significantly to June's delivery figures, with 14,000 units delivered [1] - The ongoing product cycle, driven by new launches like the B01, is expected to further enhance sales performance [1]

Core Insights - The Chinese electric vehicle (EV) market continued its high growth trajectory in July, with traditional automakers and new energy vehicle (NEV) companies showing different development paths [1] Group 1: Traditional Automakers Performance - BYD maintained its leading position with sales of 344,300 units in July, a year-on-year increase of 0.6%, and cumulative sales approaching 2.5 million units this year [2] - SAIC Motor Corporation achieved total vehicle sales of 338,000 units in July, a 34.2% year-on-year increase, marking its seventh consecutive month of growth [2] - Geely's sales reached 237,700 units in July, up 58% year-on-year, with NEV sales of 130,100 units, reflecting a 120% increase [2] - China FAW Group's total vehicle sales exceeded 252,400 units in July, a 6.5% year-on-year increase, with NEV sales surging 129.03% [3] - Chery's sales reached 224,400 units in July, a 14.7% increase, with exports of 119,100 units growing by 31.9% [3] - Changan Automobile sold over 210,000 units in July, with NEV sales of 79,000 units, a 73% increase [3] - Great Wall Motors sold 104,400 units in July, a 14.34% increase, with NEV sales of 34,600 units, up 43.27% [3] Group 2: New Energy Vehicle Companies Performance - New energy vehicle companies experienced significant changes in July, with brands like Leap Motor and Xpeng achieving remarkable growth [4] - Leap Motor's sales reached 50,100 units in July, a year-on-year increase of over 126%, marking its first month of sales exceeding 50,000 units [4] - Xpeng achieved a record monthly delivery of 36,700 units in July, a 229% year-on-year increase, with cumulative sales of 233,900 units this year, up 270% [4] - Xiaomi Auto emerged as a strong competitor, with July sales surpassing 30,000 units, driven by the launch of its first SUV, the Xiaomi YU7 [4] - NIO's sales reached 21,000 units in July, with the introduction of new models expected to boost future sales [5] - Li Auto faced challenges with sales of 30,700 units in July, a nearly 40% year-on-year decline [6] Group 3: Market Trends and Future Outlook - The market strategy of traditional automakers focuses on comprehensive price range coverage and global expansion, while new energy vehicle companies target niche markets [6] - Upcoming events like the 818 Car Purchase Festival and Chengdu Auto Show are expected to positively impact terminal sales and consumer demand [7]

Group 1: NVIDIA and H20 Chip Controversy - NVIDIA's H20 chip faced scrutiny due to security risks, leading to a meeting with China's National Internet Information Office on July 31 [2][3] - The U.S. government previously imposed indefinite export controls on the H20 chip to China, resulting in NVIDIA incurring $4.5 billion in costs due to excess inventory [3] - NVIDIA's CEO expressed optimism about resuming shipments to China after receiving export licenses, indicating a potential recovery in sales [3][4] Group 2: Semiconductor Equipment Market Outlook - The Semiconductor Equipment and Materials International (SEMI) predicts a 7.4% year-over-year growth in global semiconductor manufacturing equipment sales, reaching $125.5 billion in 2025 [5] - Advanced logic, memory, and technology transitions are driving this growth, with expectations for sales to reach $138.1 billion by 2026 [5][6] - Demand for backend equipment is expected to surge, with testing equipment sales projected to grow by 23.2% to $9.3 billion and packaging equipment by 7.7% to $5.4 billion [5] Group 3: NAND and DRAM Market Trends - NAND equipment sales are recovering from a significant decline, with a forecasted 42.5% growth in 2025, reaching $13.7 billion, and a continued 9.7% increase in 2026 [7] - DRAM equipment sales are expected to rise by 40.2% in 2024, reaching $19.5 billion, with further growth anticipated in the following years [7] - Innovations in 3D NAND technology and advanced packaging techniques are key drivers for the semiconductor equipment market [7] Group 4: Electric Vehicle Sales Performance - BYD led the electric vehicle market with sales of 344,296 units in July, a 0.56% increase year-over-year, and a cumulative sales increase of 27.35% for the first seven months [8] - Other automakers like Geely and Great Wall Motors also reported significant sales growth, with Geely's total sales in July reaching 237,717 units, a 58% increase [8] - Li Auto and NIO also reported strong delivery numbers, with Li Auto delivering 30,731 vehicles in July and NIO delivering 21,017 vehicles [11][12]

Core Insights - China's electric vehicle (EV) exports have surged, with over 640,000 units exported in the first four months of the year, marking a significant growth in the automotive sector [1] - Chinese brands captured a record 5.1% of new car registrations in 28 European countries in the first half of the year, nearly doubling from the previous year [1][3] - BYD has emerged as a major player, registering 70,500 electric and hybrid vehicles in Europe, a 311% increase year-on-year, making it the tenth largest new EV brand in Europe [3] Market Performance - The total new car registrations in Europe decreased by 0.3% year-on-year to 6.8444 million units, while the market share of Chinese brands nearly doubled, reaching 5.1% [1][3] - In June, Chinese brands surpassed Mercedes in total sales in Europe, indicating a shift in market dynamics [1] Brand Recognition - European consumer perception of Chinese cars has improved significantly, with major publications now giving high ratings to Chinese EVs [5] - Chinese brands like Xpeng and NIO have established flagship stores in major cities, enhancing their visibility and consumer engagement [5] Future Projections - Experts predict that Chinese brands could capture 10% to 15% of the Swedish EV market within five years, driven by urban population density and dealer coverage [5] - In Denmark, the market share of Chinese brands is expected to reach 20% in the next five years, with a current share of 5.5% [5] Competitive Landscape - Despite being dominated by German brands, Chinese companies like BYD are making inroads in the Swiss market, with expectations of increasing market share from under 1% to 3% by the end of the decade [6] - The global automotive industry is undergoing significant changes, with Chinese EVs posing a serious challenge to established European manufacturers [7] - European automakers are seeking partnerships with Chinese firms to keep pace with technological advancements, while the EU's tariffs on Chinese EVs may complicate technology sharing [7]