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（002594）、上汽集团（600104）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 | 增长 | 增长 | 1155000 | | | --- | --- | --- | --- | --- | --- | --- | | 27169 | | 深蓝汽车 | -9.1% | 62.5% | 170405 | 69.4% | | 12675 | | 商来品牌 | -13.1% | -38.2% | 87120 | -19.3% | | 5976 乐道 | | | -6.6% | - | 37838 | - | | 2366 萤火虫 | | | -39.8% | - | | 1 | | 16 ...

●长江商报记者黄聪 经过2024年低谷后，上汽集团（600104）(600104.SH)2025年销量正"触底反弹"。 同时，上汽集团新能源车前7月累计销售76.4万辆，同比增长43.5%，增速跑赢新能源车市场大盘。 2024年年报中，上汽集团定下目标：2025年整车销量超过450万辆。 长江商报记者发现，2025年前7月，上汽集团完成了全年销量目标约53%，增速超过了目标。 合资品牌销量企稳回升 8月3日晚间，上汽集团发布产销快报，公司7月份销售整车33.8万辆，同比增长34.2%，2025年以来单月 销量实现同比"七连涨"；1—7月累计实现整车批售239万辆，同比增长15%，终端零售交付达到256.7万 辆，产销存结构持续改善向好。 上汽集团介绍，通过全面深化改革、加快创新转型，上汽自主品牌、新能源、海外市场"新三驾马车"不 断跑出加速度，并且合资品牌也呈现企稳回升势头。 2025年7月份，上汽自主品牌销售21.4万辆，同比增长39.4%。前7月，公司自主品牌累计销量达151.8万 辆，同比增长23.3%，占公司销量比重达63.5%，较上年同期提升4.3个百分点。 8月3日晚间，上汽集团发布产销快报，公司 ...

Core Insights - SAIC Group's subsidiary, Zhiji Auto, has officially entered the range-extended electric vehicle market with the launch of its first range-extending technology, "Star" Super Range Extender [1] - The first model equipped with this technology, the new generation Zhiji LS6, is positioned as a large five-seat range-extended SUV and is set to debut globally on August 15 [1] - Another luxury flagship model, the Zhiji LS9, is expected to be released in the fourth quarter of this year [1] Technology Overview - The "Star" Super Range Extender system features a 66kWh 800V range-extending battery, co-developed by Zhiji Auto and CATL [1] - The pure electric range under CLTC conditions exceeds 450 kilometers, while the comprehensive range can reach up to 1500 kilometers [1] - The system is powered by a Zephyr 1.5T engine specifically developed by SAIC Group for range-extending technology, along with an AI energy management system [1]

上汽奥迪"升级计划"的首款重磅产品——全新上汽奥迪A5L Sportback如期落地，其将加速上汽奥迪 向"年轻、科技、豪华"转型。 8月1日，全新上汽奥迪A5L Sportback正式上市，全系推出豪华型、尊享quattro型、智领型、智领quattro 型、旗舰型、旗舰智曜型六款配置车型，售价25.99万元起。除旗舰型、旗舰智曜型之外，其余四款车 型上市即交付。 2024年底，伴随新品牌AUDI的发布，以及四环品牌的矩阵重塑，上汽奥迪迈入了重整蓄势的新阶段。 上汽奥迪制定了以三项创新举措为核心的"升级计划"——树立新思维、采用新方法，并构建新业务模 式，通过四环品牌强化豪华基因，同时以新AUDI品牌开拓未来豪华智能电动出行的新范式。以此助力 上汽奥迪践行使命，成为一家"年轻、科技、豪华"的车企。 其中，影响力最广泛的四环品牌，将在坚守核心燃油优势领域的前提下，全面进化产品的智能化水平。 全新上汽奥迪A5L Sportback的到来，则深刻诠释出上汽奥迪对"油电同智"的理解。对于新车，上汽大 众汽车有限公司总经理陶海龙表示："在智能化新时代，我们既坚守了燃油车的机械美学，又注入了智 能化的驾驶哲学，这才是新 ...

Group 1 - The core event is the opening of nine new stores by Lantian Group in collaboration with SAIC Volkswagen, marking a strategic expansion of high-end automotive service networks in Central South China [1][4] - The opening ceremony featured a blend of traditional and modern elements, including a lion dance and a unique "dual-line delivery" process, allowing first customers to receive their vehicles immediately after the opening [3][4] - Lantian Group aims to introduce SAIC Volkswagen's latest intelligent electric technology, potentially reducing the delivery cycle for high-end models in the Changsha-Zhuzhou-Xiangtan urban agglomeration by 30% [4] Group 2 - The collaboration aligns with Hunan Province's "World Automobile City" strategy, projecting a doubling of foot traffic in Yuhua District's automobile city by 2025, which is expected to drive over 1.6 billion yuan in consumption [4] - Lantian Group plans to expand its scale to 88 stores, facilitating a transition in the regional automotive industry from "single sales" to "ecological services" [4]

Group 1 - Weihai Guangtai reported a net profit of 83.32 million yuan for the first half of 2025, a year-on-year decrease of 22.41%, while total revenue reached 1.425 billion yuan, an increase of 10.91% [1] - Haowei Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, estimating a profit range of 1.906 billion to 2.046 billion yuan [1] - Tengda Construction won a bid for a project worth 118 million yuan, with a construction period of 500 calendar days [1] Group 2 - Shanda Power plans to use up to 520 million yuan of idle raised funds for cash management, investing in safe and liquid products with a term not exceeding 12 months [3] - Rundu Co., Ltd. received approval for the listing application of its chemical raw material drug, which is suitable for surgical treatment in adults and children over one month old [4] - Zhongyuan Qihua's subsidiary's clinical trial application for a drug aimed at treating pulmonary fibrosis has been accepted [4] Group 3 - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth, focusing on advanced materials for lithium-ion solid-state batteries, with a registered capital of 200 million yuan [6] - Aorite's senior management plans to reduce their holdings by up to 62,500 shares, accounting for 0.02% of the company's total equity [7] - Yipin Hong's subsidiary's clinical trial application for a new oral drug for endometriosis has been accepted [8] Group 4 - Haya Pharmaceutical plans to lease idle assets covering 22,671.39 square meters for a period of 10 years [9] - Southern Precision Engineering applied for a credit limit of 50 million yuan from a bank for operational purposes [11] - Jindawei's subsidiary established a joint venture with a registered capital of 5 million yuan, focusing on the sale of food additives and health products [12] Group 5 - Gaode Infrared signed a product order contract worth 307 million yuan, expected to account for 11.46% of the company's audited revenue for 2024 [13] - Xichang Electric will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce net profit by approximately 5.55 million yuan [14] - Huyou Pharmaceutical's first subject has been dosed in a Phase I clinical trial for a drug targeting advanced solid tumors [16] Group 6 - Chuanheng Co., Ltd. received a patent for a dust removal system in mining operations [17] - Spring Wind Power's application for issuing convertible bonds has been accepted by the Shanghai Stock Exchange [18] - Liuyao Group plans to repurchase shares worth between 100 million and 200 million yuan [19] Group 7 - Baiyun Electric has obtained a commitment letter for a stock repurchase loan of up to 18 million yuan [20] - Tonghe Pharmaceutical received a patent for a method of preparing an intermediate for a migraine treatment drug [21] - Tainkang's subsidiary's Phase II clinical trial for a drug for vitiligo has shown significant efficacy and safety [23] Group 8 - Yuhua Tian's secretary and deputy general manager resigned for personal reasons [24] - Heizhima's controlling shareholder is planning a change in control, leading to a temporary suspension of stock trading [25] - Keda Li's subsidiary completed a capital increase, raising its registered capital to 700 million yuan [26] Group 9 - Fangda Special Steel's shareholder plans to reduce holdings by up to 1% of the company's shares [28] - ST Pava's director is under investigation for alleged embezzlement, but the company's operations remain normal [29] - Jiachuan Video's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [32] Group 10 - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, due to a relocation of its registered office [33] - Morning Wind Technology's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Leshan Electric will adjust residential gas prices starting September 1, 2025, which is expected to increase gross profit by approximately 2.7 million yuan [35] Group 11 - SAIC Motor reported a total vehicle sales of 337,500 units in July 2025, a year-on-year increase of 34.22%, with significant growth in new energy vehicle sales [36] - LIGONG Navigation's shareholders plan to reduce holdings by up to 3% of the company's shares [37] - United Imaging's employee stock ownership platform plans to reduce holdings by up to 1.62% of the company's shares [38] Group 12 - Beiqi Blue Valley's subsidiary reported a 6.38% decline in sales in July 2025 [39] - Watson Bio's clinical research application for an mRNA vaccine has been accepted [40]

8月的第一周行业迎来重量级重组，同时车市热闹非凡，多辆重量级新车本周上市。 问界汽车发布问界M7图片 外观提供白色珍珠漆、银色金属漆、黑色金属漆、小象灰冷光漆、天空蓝冷光漆。同时拥有20英寸和21英寸的两种轮圈尺寸，三种样式。动力方面，理 想i8采用前后双电机，综合功率400千瓦，其中前电机150千瓦，后电机250千瓦，配备宁德时代或欣旺达的三元锂电池，CLTC纯电续航670km和720km，电 耗分别为14.6kWh/100km和14.8kWh/100km。新车采用前双叉臂式独立悬架+后多连杆式独立悬架，配备双腔空气弹簧，0-100km/h加速时间4.5秒。 7月28日，问界汽车发布问界M7车型图片，新车整体外观设计延续了问界M8、问界M9的设计语言，具有家族化辨识度。全新问界M7将提供增程与纯 电双动力版本，预计动力系统配置将延续问界M8的搭配，新车或将于9月正式发布。 中国长安汽车集团挂牌 我国形成三大央企汽车集团 7月29日，经国务院批准，组建中国长安汽车集团有限公司，由国务院国有资产监督管理委员会代表国务院履行出资人职责。此次改革后，国务院国资 委监管的中央企业数量共计100家，中国长安汽车集团位列 ...

来源：中国网 今日，汽车行业迎来里程碑时刻：全球首款搭载华为乾崑智能辅助驾驶技术的量产燃油车——上汽奥迪 全新A5L Sportback正式上市，标志着传统豪华燃油车在智能化领域的重大突破，全新A5L Sportback将 以极具竞争力的价格，为钟爱燃油驾控又渴望顶尖智能体验的用户提供全新选择。上汽奥迪全新A5L Sportback全系推出豪华型、尊享quattro型、智领型、智领quattro型、旗舰型、旗舰智曜型六款配置车 型，限时臻享价25.99万元起，更享4000元限时现金礼遇。 华为智能汽车解决方案BU产品营销部部长 聂奕 面对全球及中国过半市场份额仍由燃油车占据的现实，用户对"燃油质感+智能"的渴望日益强烈。华为 乾崑智驾与上汽奥迪强势携手，以"中国科技" 实力融合"德系精工" 底蕴，突破燃油车智能化瓶颈，构 建 "领先辅助驾驶+卓越驾控性能" 的豪华燃油车新标准。 华为智能汽车解决方案BU产品营销部部长 聂奕表示，辅助驾驶不是为了炫技，真正成熟的智能，是在 每一次旅程中，都为用户带来极致的体验。作为全球首款搭载华为乾崑智驾技术的燃油车，上汽奥迪 A5L Sportback将为用户提供高速放心开、 ...

8月4日午后，国证自由现金流指数小幅回调，成分股方面涨跌互现，捷佳伟创、凌云股份、欧派家居等 领涨%；南京新百、华人健康、红旗连锁等领跌。自由现金流ETF（159201）跟随指数调整，最新报价 1.05元。拉长时间看，截至2025年8月1日，自由现金流ETF近1月累计上涨2.45%，涨幅排名可比基金首 位。 方正证券认为，自由现金流是衡量企业真实盈利能力与分红潜力的前瞻性指标，高股息的长期维持必须 以高自由现金流为基础，长期具备高自由现金流的企业更能保障未来持续分红，实现对股东的稳定回 报。随着长线资金投资策略的不断迭代，自由现金流契合风险规避与收益稳定性需求，或将成为险资等 长线重要配置方向。 数据显示，截至2025年7月31日，国证自由现金流指数前十大权重股分别为上汽集团、中国海油、美的 集团、格力电器、洛阳钼业、中国铝业、厦门国贸、上海电气、正泰电器、中国动力，前十大权重股合 计占比57.66%。 自由现金流ETF（159201）紧密跟踪国证自由现金流指数，自由现金流策略弥补了传统红利策略在行业 覆盖广度和未来表现预判方面的不足，聚焦于内生增长能力，强调财务健康与可持续性，更契合追求长 期成长与资本增值 ...

来源：中国网 8月1日，上海国际赛车场迎来一场改写燃油车智能化历史的盛会——全球首款搭载华为乾崑智驾技术的 燃油车上汽奥迪A5L Sportback正式上市。 华为乾崑智驾与上汽奥迪以"德系机械底蕴+中国智能科技"的突破性组合，"打破高阶智驾"仅属新能源 车的行业偏见。华为智能汽车解决方案BU产品营销部部长聂奕表示，作为全球首款搭载华为乾崑智驾 技术的燃油车，上汽奥迪A5L Sportback将为用户提供高速放心开、城区舒心用、泊车没难度的全场景 智能辅助驾驶体验。辅助驾驶不是为了炫技，真正成熟的智能，是在每一次旅程中，都为用户带来极致 的体验。A5L Sportback以"智美绝尘"实力重塑豪华燃油车价值标杆。 华为智能汽车解决方案 BU产品营销部部长 聂奕 三大场景：高速、城区、泊车全覆盖 华为乾崑智驾的可靠性已获实证：最新发布的半年出行报告显示，系统累计辅助驾驶里程突破35.41亿 公里，泊车辅助使用超2.3亿次，用户人均辅助驾驶里程达524公里，真实数据印证了用户的高度信赖。 高速场景下，乾崑智驾人均干预里程突破1000公里，长途驾驶解放精力，轻松享受每一次旅程；面对城 区复杂路况（如无保护左转、人车 ...