Core Insights - The 2025 Qilu Autumn Auto Show will take place from September 4 to 8 at the Shandong International Convention and Exhibition Center, featuring favorable trade-in policies and limited-time discounts from various manufacturers, making it an ideal time for consumers to purchase vehicles [2] Group 1: Manufacturer Promotions - Beijing Off-road offers a special package worth 5,000 yuan for orders placed at their booth, along with a chance to win prizes and up to 40,000 yuan in trade-in subsidies for existing customers [3] - Changan Automobile's third-generation UNI-V is available for 97,900 yuan after cash discounts, with additional promotional gifts [4] - NIO provides three years of free battery swapping and five years of NOA driving assistance for the purchase of the L60 model, while the L90 model includes five years of NOA and discounts on optional features [5] - Geely's fourth-generation Boyue L starts at 92,900 yuan with trade-in subsidies up to 18,000 yuan, while the Starry model starts at 92,700 yuan with subsidies up to 20,000 yuan [5] - Hongqi offers up to 4% exclusive discounts for military personnel and teachers on various models, including the new HS7 and H9 [6] - Ford's Edge L is priced from 179,800 yuan with additional subsidies, while the new Explorer starts at 259,800 yuan with similar offers [7] - Dongfeng Yueda Kia provides cash discounts and trade-in subsidies across multiple models, with total discounts reaching up to 90,500 yuan for targeted groups [8] - Great Wall Motors' new Tank 500 models come with promotional gifts valued up to 38,000 yuan, with prices starting from 335,000 yuan [8]

| 汽车大集团 | 销量(万辆) | 同比 | | --- | --- | --- | | 比亚迪 | 37.36 | 基本持平 | | 上汽集团 | 36. 30 | 41.00% | | 中国一汽 | 27.78 | 3. 70% | | 吉利汽车 | 25.02 | 38.00% | | 奇瑞集团 | 24. 27 | 14.60% | | 长安汽车 | 23. 30 | | | 北汽集团 | 13. 50 | 3. 30% | | 长城汽车 | 11.56 | 22. 33% | | 东风汽车 | | | | 奕派科技 | 2. 91 | 62. 39% | | 岚图汽车 | 1. 35 | 119% | | 广汽集团 | | | | 广汽埃安 | 2. 70 | | 比亚迪： 海外销量同比大增146.4% 8月，比亚迪汽车销量为37.36万辆，与去年同期的37.31万辆基本持平。 本月，比亚迪乘用车销售37.15万辆。其中，王朝|海洋销售34.28万辆；方程豹销售1.63万辆；腾势销售1.20万辆；仰望销售405辆。 随着8月海鸥进入萨尔瓦多市场、全面升级芬兰销售与服务网络布局等举措落地，比亚迪海外 ...

本文全文共 842 字，阅读全文约需 2 分钟 8月新能源乘用车市场预判 2025年8月共有21个工作日，较去年同期少一个工作日，部分厂商按惯例休高温假，8月厂商产销相对平 稳。 为引导行业健康发展，工信部联合多部门部署进一步规范新能源汽车产业竞争秩序工作，严控恶意降价 行为，引导行业由价格战转向聚焦技术升级与服务质量提升的"价值竞争"转型。各厂商已积极响应号召，相应 调整竞争策略。近几个月的促销极其平稳，8月燃油车市场促销稳定在22.9%的水平，较上月下降0.5个点，较 同期增加0.9个百分点。8月新能源车的促销上升到10.7%的中高位，较同期增加2.5个点，较上月微增0.5个百分 点。 国家"两新"政策补贴的拉动效果突出，春节后车市热度持续走强。上半年以旧换新补贴部分地区超强， 下半年资金压力较大，多省份对资金使用计划进行了分领域、分时段的细化安排，优化补贴发放机制，实施更 加精细化的执行策略，保障政策推进平稳有序，8月车市增速进一步放缓。 随着近期主力车企的电动化突破和部分爆款新品的推出，带动8月车市结构性高增长。8月的吉利汽车、 零跑汽车、东风汽车、小鹏汽车、蔚来汽车、东风日产、广汽丰田等厂商新能源批 ...

Core Insights - The 28th Chengdu International Auto Show highlights the strong presence of domestic automotive groups, particularly in the electric vehicle (EV) sector, contrasting with the absence of many international luxury brands [2] - Major Chinese automotive groups like SAIC, Changan, and others have shown significant growth in their EV segments, indicating a successful transformation towards new energy vehicles [3][4][5][6] Group Performance - The top 15 automotive groups in China sold a total of 7.82 million new energy vehicles (NEVs) from January to July, marking a 41.1% year-on-year increase and accounting for 95.1% of total NEV sales [3] - China FAW's NEV sales reached 28,500 units in July, a 129.03% increase year-on-year, contributing to a total of 209,000 units sold in the first seven months, up 27.9% [4] - SAIC's total vehicle sales in July were 338,000 units, a 34.2% increase, with NEV sales reaching 117,000 units, up 64.9% [5] - Changan's total vehicle sales reached 1.566 million units in the first seven months, with NEV sales at 531,700 units, a 52.34% increase [6] Strategic Collaborations - Automotive groups are increasingly collaborating with technology companies like Huawei to enhance their EV offerings, moving away from a solely self-reliant development model [8][9][10] - SAIC and Huawei have signed a deep cooperation agreement to develop new intelligent EVs, with the first model, the Shangjie H5, receiving over 50,000 pre-orders within 18 hours of its announcement [9] Internal Restructuring - Major automotive groups are undergoing internal restructuring to consolidate resources and enhance efficiency in their NEV segments [11][12][13] - Dongfeng has restructured its brands into a new entity focused on NEVs, while Changan has improved resource allocation and decision-making efficiency following its elevation to a central enterprise [12] Global Expansion - China's NEV exports reached 1.308 million units from January to July, a year-on-year increase of 84.6%, indicating a strategic shift towards international markets [14] - Changan's "Haina Baichuan" plan aims to expand its global footprint, with a target of exporting 56,000 units by 2025 [14] - Dongfeng's strategy includes launching over 30 overseas models by 2027, while GAC Aion is also accelerating its international market entry [15][16]

Core Viewpoint - The 28th Chengdu International Auto Show highlights the significant progress of domestic automotive groups in the new energy sector, showcasing their collaboration with technology companies like Huawei and their internal reforms to enhance competitiveness in the rapidly evolving market [2][8]. Group 1: Growth in New Energy Sector - From January to July 2023, the top 15 automotive groups in China sold a total of 7.82 million new energy vehicles (NEVs), marking a 41.1% year-on-year increase and accounting for 95.1% of total NEV sales [3]. - China FAW's NEV sales reached 28,500 units in July, a staggering increase of 129.03% year-on-year, contributing significantly to overall growth [4]. - SAIC Motor's NEV sales for the first seven months of 2023 reached 763,600 units, up 43.49% year-on-year, positioning it third in sales after BYD and Geely [5]. Group 2: Strategic Collaborations - Major automotive groups are increasingly collaborating with technology firms, particularly Huawei, to enhance their product offerings and market competitiveness [8][9]. - SAIC and Huawei signed a deep cooperation agreement to develop new energy smart vehicles, leading to the launch of the "Shangjie" brand [9]. - FAW has also partnered with the new energy vehicle startup Leap Motor, indicating a trend of strategic alliances within the industry [9]. Group 3: Internal Restructuring - Automotive groups are undergoing internal restructuring to optimize resources and enhance efficiency in their new energy vehicle segments [11][12]. - Dongfeng Motor has consolidated its brands into Dongfeng Yipai Technology, focusing on new energy products and streamlining operations [12]. - Changan Automobile has improved resource integration efficiency significantly after its restructuring, enhancing decision-making and capital allocation [13]. Group 4: International Expansion - From January to July 2023, China's NEV exports reached 1.308 million units, reflecting an 84.6% year-on-year increase, as companies look to expand into overseas markets [15]. - Changan has launched its "Haina Baichuan" global strategy, aiming to export various models to over 90 countries by 2025 [15]. - Dongfeng Yipai Technology plans to introduce over 30 overseas models by 2027, indicating a strong focus on international market penetration [16].

报告期内，公司实现汽车销售6.89万辆，同比下滑18%；其中，国内市场销售6.18万辆，同比下滑13%，主要受新能源网络调整 及新品销售未达预期影响；出口市场销售0.71万辆，同比下滑45.7%，主要受降低海外经销商库存风险及部分重点市场销量下滑 影响。 报告期内，公司整合国内燃油及新能源营销资源，推进油电网络融合和管理一体化，提升资源和管理效率；聚焦终端零售，强 化大区营销精细化管理，强化整车计划一体化运营管理能力及供应链体系能力建设，保障营销订单及时交付；整合商研组织资 源，推动企划、开发垂直管理，强化商研体系力及流程建设，提高市场响应速度；强化出口市场风险管控，聚焦海外重点市场 培育及出口产品布局。 | | | 单位:元 币种:人民币 | | | --- | --- | --- | --- | | | 本报告期 | | 本报告期比上 | | 主要会计数据 | (1-6月) | 上年同期 | 年同期增减 | | | | | (%) | | 营业收入 | 5.030.980.253.51 | 5.797.586.596.52 | -13.22 | | 利润总额 | 91.909.909.06 | 75, 3 ...

Group 1 - The commercial vehicle sector increased by 0.54% on September 1, with Jiangling Motors leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] - Jiangling Motors' stock price rose by 4.69% to 21.67, with a trading volume of 155,200 shares and a transaction value of 332 million yuan [1] Group 2 - The commercial vehicle sector experienced a net outflow of 260 million yuan from institutional investors, while retail investors saw a net inflow of 154 million yuan [2] - Yutong Bus had a net inflow of 48.89 million yuan from institutional investors, but a net outflow of 6.81 million yuan from speculative funds [3] - Foton Motor saw a net inflow of 8.75 million yuan from institutional investors, while retail investors had a net outflow of 12.02 million yuan [3]

3.【华为 × 埃塞电信在非洲完成首批塔上叠光商用，2天可实现站点光伏自发自用】据华为官网消 息，埃塞俄比亚运营商埃塞俄比亚电信近日与华为共同宣布， 在非洲率先完成首批塔上极简叠光方案 商用部署和稳定运行 。 据介绍，塔上叠光方案通过创新性将光伏板垂直集成于通信铁塔上，有效解决城区站点土地受限、空 间不足难以安装太阳能发电系统问题。该方案安装便捷， 2 天即可实现站点光伏自发自用 。通过此 次首批站点实测，站点太阳能供电时长可达 4 小时，油机供电时长则对应从 6 小时缩减至 2 小时， 单站节油达 40%。（IT之家） 1.【万华化学与吉利汽车联合发布车规级光导聚碳酸酯材料合作成果】据万华化学官微消息，8月27 日，万华化学与吉利汽车在万华化学宁波研究院联合发布车规级光导聚碳酸酯（PC）材料合作成 果。此次合作标志着万华化学成为首家进入吉利汽车车灯导光级材料核心供应链的中国企业。（每经 网） 2.【华中科技大学-东风汽车联合研究院首批6个科研项目签约】8月30日，华中科技大学-东风汽车 联合研究院管委会召开第一次会议，首批6个科研项目签约，涵盖固态电池、人形机器人、智能车 控、轻量化等领域。其中，固态电池发 ...

"智驾平权"时代正加速到来，在包括操作系统、芯片等核心的产业基础方面，同样进入了"攻坚"的关键阶段。 8月28日至29日，由中国电科联合中国汽车工业协会主办的2025智能汽车基础软件生态大会暨第四届中国汽车芯片大会（以下简称"大会"）在重庆召开。中 国工程院院士、清华大学车辆与运载学院教授、国家智能网联汽车创新中心首席科学家李克强在会上表示，目前我国智能网联汽车发展仍存在核心技术待突 破等问题，建议从芯软结合的一体化发展、促进产业开源生态建设等方面予以推进。 每经记者｜王琳 每经编辑｜魏文艺 在本次大会上，"开源"成为"热词"。 事实上，在去年的首届中国（重庆）智能汽车基础软件生态大会暨第三届中国汽车芯片高峰论坛上，就正式启动了"中国车用操作系统开源共建计划"。 目前，众多整车企业纷纷踏上操作系统开源之路。例如，理想汽车拥有自主研发的操作系统开源项目——星环OS，而东风汽车则推出了其操作系统开源项 目——天元OS。 面对复杂的车载软件系统，开源如今已成为智能网联汽车行业的共识，但在车用操作系统生态等构建方面，仍需防范生态碎片化的风险。 地平线创始人&CEO余凯近日在2025年上半年业绩会上表示，整体而言，目前 ...

极氪9X开启预售 关键词：大型SUV／预售价47.99万元起／3.1秒破百 8月29日，极氪在成都车展宣布全新大型SUV极氪9X正式启动预售，起售价47.99万元，计划于第三季度 上市。该车基于浩瀚-S混动架构开发，搭载900伏高压电混系统，提供六座布局与高阶辅助驾驶选项。 外观采用硬朗造型语言，前脸配备直瀑式格栅与分体式C形灯组，车顶集成激光雷达。侧面以游艇式车 顶和黑化A柱为特征，搭配22英寸轮圈与285宽胎，D柱呈现独特C字造型。尾部采用贯穿灯组与隐藏排 气，车身长宽高分别为5239/2029/1819毫米，轴距3169毫米，提供六种车身配色及黑化版本。 片来源：极氪 内饰采用黑白撞色设计，配备全液晶仪表、悬浮中控屏及实体按键，副仪表台搭载木纹饰板与水晶旋 钮。Naim音响系统含32个扬声器与8个座椅振子。第二排为独立座椅并配备腿托、头枕扬声器及吸顶 屏，支持通风、加热与按摩功能。 动力系统搭载2.0T发动机与前后三电机，系统综合输出功率279马力发动机、前电机394马力、后电机 503马力，0-100公里/小时加速最快3.1秒。匹配70kWh电池，CLTC纯电续航380公里，支持6C超充可在9 分钟内 ...