10月19日，由中央广播电视总台财经节目中心重磅打造的《ESG会客厅》节目新一期节目开播。东风汽车集团有限公司（以下简称东风汽车）董事、党 委副书记刘艳红作为受邀嘉宾，与责任品牌建设领域权威专家展开对话，讲述东风汽车通过持续优化ESG管理，将履责融入战略和生产经营全过程，传递可 信赖、有温度、具国际影响力的央企责任品牌形象，树立可持续发展的新标杆。 责任品牌，从理念到行动的系统构建 在"双碳"目标引领下，绿色成为责任品牌不可或缺的底色。东风汽车主动加压，制定了2028年实现碳达峰、2050年实现碳中和的目标，将从绿色制造、 绿色技术、绿色产品层面推动全生命周期和全产业链的节能减排，展现央企在绿色转型中的先锋姿态。 在绿色制造方面，东风汽车已有15家单位获评国家级绿色工厂，东风猛士科技园作为"净零碳工业园区"，通过铺设2万余平方米光伏面板，在光照充足 时可满足生产用电，年减碳达4600吨；东风岚图实现电池包材料100%回收，并在车身材料中广泛采用绿色铝材，推动轻量化与减排协同。 "责任品牌"并非新词，但在新时代被赋予了更深刻的战略内涵。节目中，刘艳红以"责任+绿色+创新"三位一体概括了东风汽车的核心竞争力。她指 ...

证券之星消息，10月21日商用车板块较上一交易日上涨1.33%，福田汽车领涨。当日上证指数报收于3916.33，上涨1.36%。深证成指报收于 13077.32，上涨2.06%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600166 | 福聞汽车 | 2.78 | 3.73% | 241.83万 | 6.68亿 | | 600303 | 曙光股份 | 3.97 | 2.58% | 20.92万 | 8197.16万 | | 600418 | 江淮汽车 | 49.38 | 2.36% | 34.09万 | 16.75亿 | | 600375 | 汉马科技 | 7.87 | 2.21% | 66.90万 | 5.18亿 | | 000868 | 安凯客车 | 5.66 | 1.43% | 11.94万 | 6731.83万 | | 000550 | 江铃汽车 | 21.78 | 1.35% | 8.47万 | 1.84亿 | | 600006 | 东风股份 | 7. ...

在连续5月遭遇同比下滑后，天然气重卡市场在2025年8月份重获增长。 9月份的销售旺季里，天然气重卡市场表现会否更好？ 答案是肯定的。 请看第一商用车网的分析报道。 由最近五年国内天然气重卡终端销量月度走势图可见，1月份和2月份，代表2025年的红色 柱体比之前任何一年都高，但自3月份开始，红色柱体比代表2024年的蓝色柱体明显要矮 许多。今年3-7月份销量在近五年里均排在第2高位（1月份和2月份都是五年最高）；8月 份和9月份，天然气重卡销量在近五年里同样是第2高（高于2024年，但低于2023年同 期）。 9月份，重卡市场整体实销8.34万辆，同比增长92%，天然气重卡9月份同比增长149%， 时隔6个月再次跑赢重卡市场"大盘"，这也是天然气重卡市场年内第三次跑赢重卡市场整体 增速。9月份，天然气重卡2.34万辆的销量在重卡终端实销中占到28.12%的份额，较上月 （25.02%）有所提升。上图可见，2025年2月份天然气重卡在重卡终端实销中的占比时隔 5个月再次超过30%后，之后逐月下滑，最近的7-9月又逐月提升。今年1-9月，天然气重 卡在重卡终端实销中的占比为25.59%，比2024年全年29.58 ...

请看第一商用车网的分析报道。 9月销售16.1万辆同比增长3% ，收获"8连增" 第一商用车网最新获悉，根据中汽协数据（企业开票数口径，非终端实销口径，下同）， 2025年9月份，我国卡车市场共计销售31.2万辆，环比8月份增长15%，同比增长29%。作 为卡车市场份额最大、竞争最为激烈的细分市场，我国轻型货车（含轻卡、小卡、皮卡等，以 下简称"轻卡"）市场9月份同步交出环比、同比双增的成绩单：销售16.14万辆、环比增长 15%、同比增长3%，同比增幅较上月缩窄3个百分点（2025年8月轻卡市场同比增长6%）， 收获一波同比"8连增"。 2025年9月份，我国商用车整体销量同比增长30%，其中卡车市场同比增长29%，增幅略低 于商用车市场整体增速。作为卡车市场，乃至整个商用车市场占比最高的细分领域，轻卡市场 表现如何？ 跑赢还是跑输？2025年前三季度走完，轻卡行业格局有何新变化？ 2025年9月主流轻型卡车（含小卡、皮卡）企业销量一览（单位：辆） 7家企业销量破万 ，福田超3.6万辆，江淮/江铃排名上升 | 企业/意计 | 9月销量 | 月度份额 | 环比增长 | 同比增长 | 本年累计 | 累计份额 | ...

Core Viewpoint - The article discusses the legal case involving Luo Xinwen, the former Party Secretary and General Manager of Dongfeng Consulting, who was sentenced to seven years in prison for multiple crimes, including bribery and collusion in bidding, with Liu Aisen, the Chairman and General Manager of Sen Te Co., Ltd., being implicated in the bribery [2][18]. Group 1: Legal Proceedings - Luo Xinwen was sentenced to seven years in prison and fined 620,000 yuan for six crimes, including bribery and collusion in bidding [2][18]. - The court found that Liu Aisen, the Chairman of Sen Te Co., Ltd., bribed Luo with 300,000 yuan to maintain favorable relations for future bidding opportunities [5][9]. - The case involved multiple instances of Sen Te Co., Ltd. winning bids through collusion with Luo and his company, Dongfeng Engineering Consulting [10][12]. Group 2: Company Background - Sen Te Co., Ltd. specializes in the design, manufacturing, and installation of metal guardrails and has been recognized as a "hidden champion" in the construction metal enclosure system sector in China [9]. - The company has been actively developing Building Integrated Photovoltaics (BIPV) business in recent years [9]. - As of June 2025, Liu Aisen held 25.06% of Sen Te Co., Ltd.'s shares, making him the largest shareholder [8].

Group 1: New Car Launches - Wei brand Gaoshan 7 launched with a price of 285,800 yuan, featuring a size of 5050/1960/1900mm and a wheelbase of 3085mm, positioned as a large 7-seater MPV [2][3][6] - New IM LS6 Super Range 52Max+ version launched at a limited price of 229,900 yuan, equipped with a 52kWh lithium iron phosphate battery and a CLTC pure electric range of 370km [2][23] - New GAC Trumpchi M8 Master Edition launched with prices ranging from 269,900 to 289,900 yuan, featuring a size of 5251/1893/1823mm and a wheelbase of 3070mm [2][24][26] - New Dongfeng Nano 01 launched with a limited price of 58,800 to 88,800 yuan, featuring a size of 4020/1810/1570mm and a wheelbase of 2663mm [2][33][37] - Dongfeng Yipai 008 five-seater version launched at a limited price of 159,900 to 171,600 yuan, featuring a size of 5002/1972/1732mm and a wheelbase of 3025mm [2][40][43] - Chery Fengyun T11 pre-sale started with a pre-sale price of 199,900 to 264,900 yuan, featuring a size of 5205/1998/1800mm and a wheelbase of 3120mm [2][46][50] - New Jihu Alpha T5 pre-sale started with a pre-sale price of 123,800 to 162,800 yuan, featuring a size of 4760/1936/1650mm and a wheelbase of 2845mm [2][57][61] - Beijing Hyundai EO Yiou pre-sale started with a pre-sale price of 130,000 to 150,000 yuan, featuring a size of 4615/1875/1673mm and a wheelbase of 2750mm [2][68][70] Group 2: Company Developments - XPeng Huaitian's "land aircraft carrier" debuted in the Middle East, receiving 600 orders and planning to enter the market by 2027 [2][80][83] - Toyota's new Corolla design revealed, resembling the design of HiPhi [2][84][88] - GAC and Huawei jointly developed Qijing Automobile, with the first product's design finalized [2][89][91] - Tesla's Model Y standard version rolled off the production line in Texas, with a starting price of approximately 285,000 yuan [2][92][99] - Bosch's mid-level intelligent driving system has been delivered in bulk, marking a significant step in the integration of intelligent features in fuel vehicles [2][100][102]

Investment Rating - The report maintains a positive investment rating for the automotive and automotive parts industry, highlighting potential growth opportunities in the sector [6]. Core Insights - The automotive industry is experiencing a sequential increase in sales and favorable cost conditions, with a notable rise in both total and new energy vehicle sales in Q3 2025 [2][3]. - The report emphasizes the importance of intelligent and globalized breakthroughs in the automotive sector, recommending key players such as Geely, Xpeng, Li Auto, BYD, and Xiaomi Group [4][5]. Summary by Sections 0.1 Passenger Vehicles - Total passenger vehicle sales in Q3 2025 reached 7.686 million units, representing a year-on-year increase of 14.7% and a quarter-on-quarter increase of 8.1% [11][24]. - New energy passenger vehicle sales were particularly strong, with 4.024 million units sold, up 24.2% year-on-year and 10.9% quarter-on-quarter, achieving a penetration rate of 52.4% [11][24]. - The report notes a stable pricing environment, with discounts remaining consistent compared to previous months [25]. 0.2 Auto Parts - The auto parts sector is benefiting from a decrease in raw material costs and shipping fees, which is expected to alleviate cost pressures for companies [3][45]. - Key raw materials such as polypropylene and hot-rolled coil prices have seen significant declines, contributing to improved margins for auto parts manufacturers [45]. 0.3 Heavy Trucks - The heavy truck market is experiencing a boost due to the implementation of trade-in subsidy policies, with wholesale sales reaching 282,000 units in Q3 2025, a year-on-year increase of 58.1% [3]. - New energy heavy truck sales surged by 181.5% year-on-year, indicating strong demand in this segment [3]. 0.4 Motorcycles - The report forecasts a total of 258,000 units for mid-to-large displacement motorcycles in Q3 2025, reflecting an 18.9% year-on-year increase [4]. - Export sales for motorcycles are also strong, with a 50.5% year-on-year increase, driven by growth in the 500-800cc segment [4]. 1.1 Weekly Insights - The automotive sector's performance has been weaker than the overall market, with a 6.1% decline in the A-share automotive sector during the week of October 13-17, 2025 [2]. - The report suggests focusing on key companies such as Geely, Xpeng, and BYD for potential investment opportunities [2][4]. 1.2 Intelligent Electric Vehicles - The report highlights the accelerating growth of intelligent electric vehicles, recommending companies involved in smart driving and smart cockpit technologies [4]. 1.3 Robotics - The report notes the entry of leading companies into the robotics sector, indicating a new era of embodied intelligence [4]. 1.4 Liquid Cooling - The demand for AI is driving the need for higher power density in liquid cooling solutions, positioning it as a necessary choice for high-density applications [4]. 1.5 Motorcycles - The report identifies a trend towards consumer upgrades in the motorcycle segment, recommending leading companies in the mid-to-large displacement category [4]. 1.6 Heavy Trucks - The expansion of trade-in subsidy policies is expected to stimulate demand for medium and heavy trucks, contributing to market recovery [4]. 1.7 Tires - The report emphasizes the ongoing acceleration of globalization in the tire industry, recommending leading and high-growth companies [4].

10月16日-17日，以"驱动价值 领航高效"为主题的东风商用车快递战略客户深度体验日在车城十堰成功举办。来 自全国15家快递物流企业代表齐聚东风商用车大本营，围绕行业"降本增效、智慧运输、共赢发展"等核心议题，深入 探讨快递快运场景下的高效运输解决方案。此次活动是东风商用车深化快递行业合作、加快场景化解决方案落地的重 要实践。东风商用车有限公司营销事业部行业客户开发部部长薛林艺，东风龙擎动力有限公司副总经理王寒冰，东风 专用汽车有限公司总经理石建科、副总经理孙国兵出席此次活动。 实地智驾深度体验，领略东风智能实力 10月16日下午，快递行业客户代表率先开启了东风天龙KX智能驾驶牵引车的深度试乘环节。从十堰东收费站出 发，途经山区高速、国道等多种典型路况，全程60公里，真实还原快递运输的多场景运营环境，全面体验东风商用车 智能重卡的卓越性能与智能驾驶魅力。 作为东风商用车最新一代智能重卡产品，东风天龙KX智能驾驶牵引车搭载东风康明斯15升630马力燃气发动机与 伊顿AMT变速箱，动力强劲、换挡智能，具备更高的传动效率与燃气经济性。智能节油管理系统实时识别路况与驾驶 行为，科学匹配动力输出，实现更优油气耗表现， ...

东风汽车股份有限公司2025年第四次临时股东会资料 东风汽车股份有限公司 2025年第四次临时股东会资料 湖北·武汉 资料 东风汽车股份有限公司 2025年第四次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证股东会 的顺利进行，东风汽车股份有限公司（以下称"公司"）根据《公司章程》《股东会 议事规则》等相关法律法规和规定，特制定本须知。 二零二五年十月三十日 会 资料 东风汽车股份有限公司2025年第四次临时股东会资料 一、董事会以维护股东的合法权益、确保股东会正常秩序和议事效率为原则，认 真履行《公司章程》中规定的职责。 二、股权登记日登记在册的所有股东或股东授权代理人，均有权出席股东会，并 依法享有《公司章程》《股东会议事规则》规定的各项权利。出席股东会的股东或者 股东授权代理人，应当遵守《公司章程》《股东会议事规则》等有关法律法规，自觉 维护会议秩序，不得侵犯其他股东的合法权益。 三、请参会人员自觉遵守会场秩序，进入会场后，请关闭手机或调至静音状态。 四、股东在会议上发言，应围绕本次会议所审议的议案，简明扼要。主持人可安 排公司董事、监事或其他高级管理人员等回答股东 ...

Core Insights - The application of technologies such as artificial intelligence and large models in the automotive industry is transforming vehicles from mere transportation tools into "third living spaces" [2] - The future of automobiles is being redefined as integrated intelligent entities that combine a "super brain" with a "physical body," featuring new characteristics such as "autonomy," "empathy," and "integration" [2] - The 2025 World Intelligent Connected Vehicle Conference aims to facilitate cross-industry collaboration and resource integration, having been held annually since 2018 [2] Group 1 - Dongfeng Motor Corporation showcased its autonomous innovation technologies and collaborative achievements in the fields of intelligence and new energy at the conference [3] - The company has established a "one core, dual foundation, dual element" system centered around the "Taiji large model," emphasizing technological innovation as its primary driving force [3] - Dongfeng's intelligent technology is becoming a core engine driving transformation in the automotive industry, influencing the competitive landscape among automakers [3] Group 2 - The penetration rate of auxiliary driving functions in Dongfeng's passenger vehicle sector has reached approximately 90%, while the commercial vehicle sector has initiated unmanned driving demonstrations in 40 cities across the country [4] - The company is committed to a "self-research + co-creation" model, focusing on key core technology advancements and the establishment of a "embodied intelligence technology laboratory" [4] - Dongfeng is enhancing strategic partnerships with ICT companies to tackle critical technologies related to embodied intelligence and vehicle-road-cloud integration, thereby injecting new momentum into the automotive intelligence revolution [4]