证券代码：600104 证券简称：上汽集团 公告编号：临 2025－038 上海汽车集团股份有限公司 关于计提资产减值准备的公告 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。 上海汽车集团股份有限公司于 2025 年 8 月 27 日召开了第九届董 事会第二次会议，审议通过了《关于计提资产减值准备的议案》，现 将有关情况公告如下： 一、 本次计提资产减值准备概述 为客观、公允、准确地反映公司 2025 年上半年财务状况和各项 资产的价值，根据《企业会计准则》及公司会计政策的相关规定，本 着谨慎性的原则，公司对应收款项、长期应收款、发放贷款及垫款、 存货、固定资产等相关资产进行了清查，并按资产类别进行了减值测 试，现拟对其中存在减值迹象的资产相应提取减值准备。 二、 本次计提资产减值准备的依据和原因说明 根据《企业会计准则第 1 号—存货》：按照资产负债表日成本与 可变现净值孰低计量，当其可变现净值低于成本时，计提存货跌价准 备。 根据《企业会计准则第 8 号—资产减值》：资产存在减值迹象的， 应当估计其可收回金额。可收回金额 ...

上海汽车集团股份有限公司 关于上海汽车集团财务有限责任公司 2025 年半年度风险评估报告 上海汽车集团股份有限公司（以下简称"本公司"）按照《上海 证券交易所上市公司自律监管指引第 5 号——交易与关联交易》的要 求，通过查验上海汽车集团财务有限责任公司（以下简称"上汽财务 公司"）《金融许可证》《企业法人营业执照》等证件资料，审阅上汽 财务公司相关财务报表，对上汽财务公司的经营资质、业务和风险状 况进行了评估，具体情况报告如下： 一、上汽财务公司基本情况 上汽财务公司成立于 1994 年 4 月，是是经中国人民银行批准成 立，受国家金融监督管理总局及其派出机构监管的非银行金融机构， 2025 年 6 月末上汽财务公司注册资本人民币 153.80 亿元，为本公司 100%持股全资子公司。 金融许可证机构编码：L0038H231000001 企业法人营业执照统一社会信用代码：913101151322268960 法定代表人：贾健旭 (2)办理成员单位贷款； (3)办理成员单位票据贴现； (4)办理成员单位资金结算与收付； (5)提供成员单位委托贷款、债券承销、非融资性保函、财务顾问、 信用鉴证及咨询代理业务； ...

上汽集团公告，2025年上半年营业收入2943.36亿元，同比增长6.23%。净利润60.18亿元，同比下降 9.21%。 ...

证券之星消息，8月28日乘用车板块较上一交易日下跌0.28%，海马汽车领跌。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601238 广汽集团 | | -1441.76万 | -4.85% | -474.37万 | -1.60% | 1916.13万 | 6.45% | | 601633 长城汽车 | | -1849.21万 | -2.68% | -4355.02万 | -6.32% | 6204.23万 | 9.01% | | 600104 上汽集团 | | -1852.64万 | -1.10% | -9845.36万 | -5.84% | 1.17亿 | 6.94% | | 000572 海马汽车 | | -4776.32万 | -11.59% | 3115.96万 | 7.56% ...

Group 1 - The core viewpoint is that Chinese automakers' carbon credit income in Europe may exceed market expectations due to strict carbon emission requirements, despite a decrease in carbon credit scarcity as new energy penetration increases [1] - The report highlights that Chinese automakers are experiencing rapid growth in plug-in hybrid vehicle sales in Europe, which is expected to continue benefiting during the EU's carbon emission assessment transition period [3] - The collaboration between Chinese automaker Leap Motor and Stellantis illustrates the financial benefits of carbon credits, with Leap Motor's electric vehicles potentially reducing Stellantis' fines by approximately €8,900 per vehicle [1] Group 2 - The report emphasizes that the penetration of new energy vehicles in Europe is driven by various factors, particularly the low penetration rate of B/C class vehicles, which presents significant growth opportunities [2] - It is noted that while luxury brands like Mercedes and BMW have advanced in electrification, affordable brands such as Volkswagen and Renault are expected to outpace the industry average in their electric vehicle growth during this cycle [2] - The report suggests that Chinese automakers with local production capacity in the EU and plans to launch multiple affordable models will experience faster growth, recommending attention to companies like Leap Motor and BYD [3] Group 3 - Investment recommendations include focusing on companies such as Leap Motor, BYD, SAIC Motor, Geely, Xpeng, and NIO for electric vehicle manufacturers [4] - The European new energy vehicle supply chain is suggested to include companies like Weimars, Minth Group, Farah Electronics, Xinrui Technology, and Futech [4]

最近三个交易日，25日-27日，上汽集团分别获融资买入3.26亿元、3.09亿元、2.86亿元。 融券方面，当日融券卖出7.30万股，净卖出1.13万股。 8月27日，沪深两融数据显示，上汽集团获融资买入额2.86亿元，居两市第116位，当日融资偿还额3.11 亿元，净卖出2510.93万元。 ...

国内新闻 工信部：加强卫星通信与车联网等交叉融合，推动汽车直连卫星 8月27日，工业和信息化部印发《关于优化业务准入促进卫星通信产业发展的指导意见》。其中提出，鼓励卫星通信在工 业、农业、交通、能源、城市治理等各行业、各领域创新应用，加强与工业互联网、车联网、低空智联网、算力网络等新一代 信息基础设施交叉融合，推动汽车、船舶、飞机等直连卫星，培育壮大北斗短报文产业生态。 国家统计局：1-7月汽车制造业同比增长0.9% 8月27日，国家统计局发布的数据显示，1-7月份，全国规模以上工业企业实现利润总额40203.5亿元，同比下降1.7%。主要 行业中，汽车制造业同比增长0.9%。 北京：推进汽车等重点行业数字化转型 8月26日，《北京市"5G+工业互联网"创新发展实施方案（2025-2027年）》正式印发。其中提到，结合北京高端制造业特 点，在装备制造、汽车等重点行业，结合企业实际情况和应用需求，以成熟应用场景为牵引，场景化、图谱化推进制造业数字 化转型。发挥电子信息、汽车、装备等本市重点行业领域龙头企业带动作用，加快5G工厂建设落地和典型方案推广。 安徽淮南发放购买车位（库）补贴 福特汽车公司召回35.57万 ...

Group 1 - Chery Automobile has received approval from the China Securities Regulatory Commission for its Hong Kong IPO and the "full circulation" of unlisted shares, allowing the issuance of up to 698,922,800 overseas listed shares and the conversion of 2,015,999,074 unlisted shares for trading in Hong Kong [1] - This move marks a significant step in Chery's international capital operations, broadening financing channels and enhancing its capital structure and R&D capabilities, which may serve as a model for asset securitization in the automotive sector [1] - The liquidity of the Hong Kong new energy vehicle sector is expected to improve, potentially attracting more high-quality domestic car companies to explore overseas financing opportunities, thereby enhancing the overall competitiveness of China's automotive industry in international capital markets [1] Group 2 - SAIC Motor has opened its first "Wuling + MG" dual-brand experience center in Jakarta, Indonesia, marking a significant step in its overseas market strategy [2] - The establishment of this center is part of a comprehensive operational system in Indonesia that includes manufacturing, supply, sales, finance, and talent development, enhancing brand synergy and deepening market penetration in Southeast Asia [2] - This initiative is expected to accelerate the innovation of overseas channels and local integration for Chinese car manufacturers, ultimately boosting the global competitiveness of Chinese manufacturing [2] Group 3 - Avita Technology has announced a patent for a low-power control method for vehicles, aimed at maintaining battery health while minimizing static current [3] - This technology is designed to enhance product endurance and user experience without compromising basic vehicle functions, reflecting ongoing innovation in core technologies within the new energy vehicle sector [3] - The focus on technological breakthroughs in the new energy vehicle industry may drive companies to strengthen their patent portfolios, improving product competitiveness and contributing to high-quality industry development [3] Group 4 - Xiaomi Auto's vice president responded to concerns regarding the payment process for the YU7 vehicle, indicating the company's commitment to user experience and customer relationship management [4] - This quick response to customer inquiries is expected to enhance brand image and consumer trust, setting a positive example for customer service standards in the new energy vehicle sector [4] - The automotive sector's increasing focus on optimizing after-sales service systems may lead to improved service standards and stronger user engagement, supporting the sustainable development of the new energy vehicle market [4]

智通财经APP讯，华域汽车(600741.SH)公告，公司拟以2.06亿元人民币收购公司控股股东上海汽车集团 股份有限公司("上汽集团")持有的上海上汽清陶能源科技有限公司("上汽清陶")49%股权。本次股权收 购，标志着公司首次进入固态电池领域，有利于补全"智能动力"平台产品矩阵，实现"固态电池"业务 与"电驱动"、"热管理"等业务的协同发展。 ...

华域汽车（600741）(600741.SH)公告，公司拟以2.06亿元人民币收购公司控股股东上海汽车集团股份有 限公司("上汽集团（600104）")持有的上海上汽清陶能源科技有限公司("上汽清陶")49%股权。本次股权 收购，标志着公司首次进入固态电池领域，有利于补全"智能动力"平台产品矩阵，实现"固态电池"业务 与"电驱动"、"热管理"等业务的协同发展。 ...