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【乘联分会论坛】渝沪汽车工业上半年运行之我见
乘联分会· 2025-08-01 11:04
Group 1: Chongqing Automotive Industry Recovery - Chongqing's GDP for the first half of 2025 reached 1,592.96 billion yuan, with a year-on-year growth of 5.0%, showing a steady improvement [1] - The automotive industry in Chongqing saw an 8.4% increase in value added, contributing 1.7 percentage points to the city's economic growth, up from 0.5 percentage points in the first quarter [1] - New energy vehicle production increased by 19.6%, while automotive parts and accessories grew by 11.5%, indicating a strong recovery in the automotive sector [1][2] Group 2: Investment and Technological Upgrades - Automotive industry investment in Chongqing grew by 12.6%, with technological transformation investments rising by 19.4%, accounting for 33% of industrial investments [2] - The production of new energy vehicles reached 489,300 units, a 25.0% increase, reflecting the ongoing shift towards high-end, intelligent, and green manufacturing [2] Group 3: Shanghai Automotive Industry Improvement - Shanghai's automotive industry generated 402.83 billion yuan in revenue in the first half of the year, a 4.4% year-on-year increase, despite a 10.2% decline in total profits [4][5] - The automotive production in Shanghai was 810,500 units, a 1.4% decrease, but the decline was narrowing compared to previous months [6] Group 4: Market Dynamics and Sales Performance - The retail sales of automotive products in Shanghai showed a positive trend, increasing from 12.46 billion yuan in March to 15.15 billion yuan in June, a growth of 21.5% [7] - New vehicle registrations in June reached 40,900 units, with a year-on-year increase of 15.2%, indicating a recovering market [8] Group 5: Export Performance - Shanghai's automotive exports reached 952,800 units in the first half of the year, a 19.5% increase, accounting for 27% of the national total [8] - Electric vehicle exports from Shanghai reached 257,800 units, with a value of 41.12 billion yuan, highlighting the city's growing role in the electric vehicle market [8] Group 6: Strategic Developments - The establishment of China Changan Automobile Group in July 2023 aims to enhance Chongqing's competitiveness in the automotive sector [3] - The rapid development of Toyota's Lexus new energy project in Shanghai reflects the city's ability to attract significant automotive investments [9]
乘用车板块8月1日涨0.75%,北汽蓝谷领涨,主力资金净流入5.63亿元
证券之星消息,8月1日乘用车板块较上一交易日上涨0.75%,北汽蓝谷领涨。当日上证指数报收于 3559.95,下跌0.37%。深证成指报收于10991.32,下跌0.17%。乘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) | | --- | --- | --- | --- | --- | --- | | 600733 | 北汽蓝谷 | 8.80 | 8.37% | 406.30万 | 35.44 Z | | 000572 | 海马汽车 | 4.44 | 1.37% | 48.43万 | 2.15亿 | | 601127 | 赛力斯 | 128.45 | 1.21% | 14.16万 | 18.16 Z | | 002594 | 比亚迪 | 105.80 | 0.53% | - 36.23万 | 38.17亿 | | 601633 | 长城汽车 | 21.70 | 0.32% | 13.22万 | 2.87亿 | | 600104 | 上汽集团 | 17.23 | 0.29% | 39.54万 | 6.81亿 | | 601238 | 广汽集团 | 7 ...
上汽集团:与华为合作的尚界第一款车型尚界H5即将于9月正式上市
news flash· 2025-08-01 07:41
上汽集团(600104)8月1日在互动平台表示,上汽集团与华为合作的尚界第一款车型尚界H5即将于9月 正式上市,该车上市即搭载HUAWEI ADS4辅助驾驶系统,具有全域通行、泊车辅助、多重感知等科技 属性;双动力可选,纯电版CLTC续航里程最高至655km,增程版CLTC综合续航超1300km。具体配置和 参数请以实际销售车型为准。 ...
金十图示:2025年08月01日(周五)全球汽车制造商市值变化
news flash· 2025-08-01 03:09
| (X) 大众汽车 | 531.8 | + -8.54 | 105.16 | | --- | --- | --- | --- | | 000 通用汽车 | 507.84 | 1 +11.71 = | 53.34 | | 保时捷 | 456.54 | 1 +6.26 | 50.96 | | MS 玛鲁蒂铃木 | 452.77 | + -0.36 | 144.01 | | 福特汽车 | 440.2 | ↑ +7.95 | 11.07 | | 马恒达汽车 S | 438.93 | + -0.79 | 36.59 | | 本田汽车 C | 429.6 | + -8.41 | 31.24 | | 1 现代汽车 | 357.12 | + -28.71 | 51 | | 赛力斯 | 290.78 | 1 +3.19 | 17.8 | | KLA 起亚汽车 | 290.11 | 1 +2.25 | 73.69 | | 塔塔汽车 | 280.05 | -1.04 | 7.61 | | 上汽集团 (SAIC) | 277.02 | 1 +1.13 | 2.39 | | 斯特兰蒂斯 | 273.89 | + -3.69 | 8. ...
上汽取得一种电芯监控单元专利,缩短开发验证时间
Jin Rong Jie· 2025-08-01 01:18
Group 1 - Shanghai Automotive Group Co., Ltd. has obtained a patent for a "Battery Cell Monitoring Unit" with the authorization announcement number CN223180379U, applied on September 2024 [1] - The patent describes a battery cell monitoring unit that includes a preset analog front-end chip module and an interface conversion module, which allows for the connection of multiple external voltage signals to a single analog front-end chip [1] - The design of the interface conversion module enables the same analog front-end chip to adapt to various batteries, reducing development verification time and lowering costs [1] Group 2 - Shanghai Automotive Group Co., Ltd. was established in 1984 and is primarily engaged in the automotive manufacturing industry, with a registered capital of approximately 11.58 billion RMB [2] - The company has invested in 60 enterprises and participated in 5,000 bidding projects, holding 1,473 trademark records and 5,000 patent records [2] - Additionally, the company possesses 529 administrative licenses [2]
福建港口经济驶入“大船大港”时代
对沿海区域GDP贡献率超15% 万吨级以上深水泊位达217个 福建港口经济驶入"大船大港"时代 交通运输部规划研究院近日发布的《2024年度中国海港城市港口经济发展报告》显示,2024年,福建沿 海地区港口经济增加值达到7568亿元,占到全国海港城市港口经济总量的11.3%,贡献度稳居全国前 三,仅次于长三角与广东省。福建省港口经济对沿海区域GDP的贡献率高达15.3%,在全国居领先位 置。 这是福建向海图强的生动写照。从昔日舳舻寥落、深水泊位空白、年吞吐量不足30万吨的简陋码头,到 如今217个万吨级以上深水泊位星罗棋布、巨轮云集、货通全球的东南沿海世界级港口群,福建已然迈 入"大船大港"时代,驱动八闽大地扬帆远航。 港通天下 海丰集运厦门分公司市场部经理范协辉说,依托"丝路海运"的高效运作,其厦门—马尼拉电商快线仅停 靠两港,海运时间压缩至惊人的2天,效率全球领先。 一声激昂的汽笛划破长空,"海丰横滨"轮靠泊海天码头,厦门港迎来了全新东南亚航线CPX7的首 航。"这填补了厦门港直达菲律宾伊洛伊洛港的航线空白,精准对接了中菲间蓬勃增长的电子产品和消 费品出口需求。"海天码头操作部经理助理林嘉颍说。 今年以来 ...
XD上汽集股价下跌1.6% 智己汽车登陆澳大利亚市场
Jin Rong Jie· 2025-07-31 17:43
Group 1 - XD SAIC's stock price closed at 17.18 yuan on July 31, 2025, down 1.60% from the previous trading day, with a trading volume of 730 million yuan and a turnover rate of 0.36% [1] - The main business of XD SAIC includes research, production, and sales of complete vehicles, with brands such as Roewe, MG, and Zhiji [1] - On July 30, Zhiji Auto launched its global strategic models IM5 and IM6 in Sydney, Australia, with deliveries expected to begin in early September [1] Group 2 - The new models are equipped with the IMAD driver assistance system developed in collaboration with Momenta [1] - XD SAIC announced plans to mass-produce the next-generation semi-solid-state battery for the new MG4 model by the end of the year [1] - On July 31, the net outflow of main funds for XD SAIC was 60.76 million yuan [1]
乘用车板块7月31日跌2.39%,海马汽车领跌,主力资金净流出18.73亿元
证券之星消息,7月31日乘用车板块较上一交易日下跌2.39%,海马汽车领跌。当日上证指数报收于 3573.21,下跌1.18%。深证成指报收于11009.77,下跌1.73%。乘用车板块个股涨跌见下表: 从资金流向上来看,当日乘用车板块主力资金净流出18.73亿元,游资资金净流入1.91亿元,散户资金净 流入16.82亿元。乘用车板块个股资金流向见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600733 | 北汽蓝谷 | 7013.40万 | 4.39% | 512.21万 | 0.32% | -7525.61万 | -4.71% | | 601238 | 广汽集团 | -3547.97万 | -14.73% | -134.62万 | -0.56% | 3682.59万 | 15 ...
金十图示:2025年07月31日(周四)全球汽车制造商市值变化
news flash· 2025-07-31 03:08
金十图示:2025年07月31日(周四)全球汽车制造商市值变化 量十数据 | והו | 小米汽车 | 1812.78 | | 6.94 | | --- | --- | --- | --- | --- | | (BHD) | 比亚迪 | 1346.63 | + -41.08 | 14.67 | | ર | 法拉利 | 907.83 | + -12.05 | 498.79 | | (1) | 宝马汽车 | 596.76 | + -11.87 | 96.58 | | | 梅赛德斯奔驰 | 565.72 | + -20.03 | 58.75 | | 人》 大众汽车 | 542.15 | + -11.12 | 107.01 | | --- | --- | --- | --- | | 通用汽车 | 496.13 | | 52.11 | | 保时捷 | 466.73 | 1 +7.76 | 50.34 | | > 玛鲁蒂铃木 | 452.59 | 1 +5.32 | 143.95 | | 马恒达汽车 | 439.19 | 1 +1.31 | 36.61 | | 本田汽车 1-0 | 434.31 | + -12.83 | ...
智美绝尘 全新上汽奥迪A5L Sportback即将上市
全球首款搭载华为乾崑智驾技术的燃油车——全新上汽奥迪A5L Sportback将于8月1日正式上市。这款重磅新车的登场,不 仅开创了智能豪华燃油车市场的全新赛道,更以超越同级的极致产品力,持续深化上汽奥迪"年轻、科技、豪华"的核心标 签,为奥迪在豪华车市场的差异化竞争格局注入强劲新动能。 全新上汽奥迪A5L Sportback不仅为燃油车用户保留了纯粹驾驶乐趣,也为科技爱好者提供了媲美电车的智能体验,进一步 锐化上汽奥迪"年轻、科技、豪华"的品牌形象,助力品牌持续"向上,立未来"。 8月1日,凝聚奥迪豪华基因与中国创新智慧的全新上汽奥迪A5L Sportback将正式登场。更多产品配置及惊喜售价将于上市 发布会重磅发布,敬请期待。 在智能豪华赛道中,全新上汽奥迪A5L Sportback以三大核心优势定义豪华新基准。设计维度,新车传承奥迪A5经典溜背造 型、无框车门设计,严格遵循历代A5一致的0.59黄金轴长比,实现轿跑动感型格与加长舒适空间的精妙平衡。智能科技层 面,A5L Sportback是全球首款搭载华为乾崑智驾技术的燃油车,依托于PPC豪华燃油车平台全新的E1.2电子架构,实现媲 美电车的高阶辅助驾 ...