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 | ...

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 ...

Group 1: Central Enterprises in Shanghai - Shanghai is home to 7 central enterprises, including China Shipbuilding Group, China Baowu Steel Group, and China Ocean Shipping Group, which have significant contributions to their respective industries [3][4][7][9]. - China Shipbuilding Group has a registered capital of 110 billion yuan, employs 347,000 people, and has an annual revenue of 361.9 billion yuan [3]. - China Baowu Steel Group has a registered capital of 52.791 billion yuan, employs 260,000 people, and has an annual revenue of 1,087.7 billion yuan [4]. - China Ocean Shipping Group has a registered capital of 11 billion yuan, employs 130,000 people, and has an annual revenue of 651.7 billion yuan [7]. - China Eastern Airlines Group has a registered capital of 25.287 billion yuan, employs 75,000 people, and has an annual revenue of 84 billion yuan [9]. - Commercial Aircraft Corporation of China has a registered capital of 50.101 billion yuan, employs 10,000 people, and has an annual revenue of 10.5 billion yuan [11]. - China Electrical Equipment Group has a registered capital of 30 billion yuan, employs 15,000 people, and has an annual revenue of 100 billion yuan [13]. - Bank of Communications, the first state-owned commercial bank, has a registered capital of 74.2 billion yuan, employs 90,000 people, and has an annual revenue of 403.9 billion yuan [15]. Group 2: Other State-Owned Enterprises in Shanghai - Shanghai hosts 45 state-owned enterprises, with notable examples including Shanghai International Group, Shanghai Guosheng Group, and Shanghai Shentong Metro Group [17]. - Shanghai International Group has a registered capital of 30 billion yuan, employs 15,000 people, and has an annual revenue of 725 million yuan [17]. - Shanghai Guosheng Group has a registered capital of 20.066 billion yuan, employs 5,000 people, and has an annual revenue of 1 billion yuan [17]. - Shanghai Shentong Metro Group has a registered capital of 290 million yuan, employs 15,000 people, and has an annual revenue of 402 million yuan [17]. - China Pacific Insurance Group has a registered capital of 9.62 billion yuan, employs 110,000 people, and has an annual revenue of 455 billion yuan [17]. - Shanghai Pudong Development Bank has a registered capital of 29.352 billion yuan, employs 59,000 people, and has an annual revenue of 173.434 billion yuan [17]. - Guotai Junan Securities, one of China's largest securities firms, has a registered capital of 8.905 billion yuan, employs 14,000 people, and has an annual revenue of 35.471 billion yuan [17]. - Shanghai Automotive Industry Corporation has a registered capital of 11.575 billion yuan, employs 200,000 people, and has an annual revenue of 744 billion yuan [17]. - Shanghai Electric Group has a registered capital of 15.579 billion yuan, employs 29,000 people, and has an annual revenue of 117.6 billion yuan [17]. - Shanghai Huayi Group has a registered capital of 12.131 billion yuan, employs 11,600 people, and has an annual revenue of 38.937 billion yuan [17].

Group 1 - The core viewpoint of the article highlights that 130 Chinese companies made it to the Fortune Global 500 list, but 68 of them saw a decline in their rankings, particularly in traditional manufacturing, automotive, and energy sectors [1] - SAIC Motor Corporation, which had been in the top 100 for 11 consecutive years, fell to the 138th position, a drop of 45 places from the previous year, losing its status as the leading Chinese automotive company [1] - In 2024, SAIC Motor reported a revenue of 627.59 billion yuan, a year-on-year decrease of 15.73%, and a net profit attributable to shareholders of 1.666 billion yuan, down 88% from the previous year [1] Group 2 - The company's net loss, after excluding non-recurring gains and losses, was 5.409 billion yuan, compared to a net profit of 10.045 billion yuan in the same period last year [1] - SAIC Motor's gross margin for 2024 was 11.02%, a decline of 0.36 percentage points year-on-year, with the gross margin for its vehicle business at only 3.86%, down 1.03 percentage points [1] - The total vehicle sales for SAIC Motor in 2024 were 4.013 million units, representing a year-on-year decrease of 20.07% [1]

天眼查商业履历信息显示，上海汽车集团股份有限公司，成立于1984年，位于上海市，是一家以从事汽 车制造业为主的企业。企业注册资本1157529.9445万人民币，实缴资本1102556.6629万人民币。公司法 定代表人为王晓秋。 通过天眼查大数据分析，上海汽车集团股份有限公司共对外投资了60家企业，参与招投标项目5000次， 知识产权方面有商标信息1473条，专利信息5000条，此外企业还拥有行政许可529个。 来源：金融界 金融界消息 截至2025年7月30日收盘，上汽集团（600104）报收于17.55元，下跌0.74%，换手率 0.56%，成交量64.38万手，成交金额11.38亿元。 资金流向方面，今日主力资金净流入1285.66万元，占比成交额1.13%。其中，超大单净流入3326.05万 元、占成交额2.92%，大单净流出2040.40万元、占成交额1.79%，中单净流出流入1188.02万元、占成交 额1.04%，小单净流出2473.68万元、占成交额2.17%。 上汽集团最新一期业绩显示，截至2025一季报，公司营业总收入1408.60亿元、同比减少1.55%，归属净 利润30.23亿元，同 ...

Core Insights - The 2025 Fortune Global 500 list shows that Walmart remains the largest company with a revenue of $680.985 billion, marking a 5.07% increase from the previous year [1] - The threshold for entering the list increased to $32.249 billion, a smaller rise compared to the previous year's 3.74% [1] - Chinese companies in the list decreased to 130, the lowest since 2019, while the U.S. has 138 companies, indicating a trend of fewer Chinese firms compared to U.S. firms [1] Automotive Industry Overview - In the 2025 Global 500, there are 35 companies in the "Vehicles and Parts" category, with a total of 27 automakers, a decrease of 2 from 2024 [1][5] - Among the 27 automakers, 17 experienced a drop in rankings, with significant declines for state-owned enterprises in China, while companies like BYD, Geely, and Chery saw substantial increases in their rankings [5][6] - The overall profit for the 27 automakers decreased by $56.9 billion in 2024 compared to 2023, indicating increased operational pressure in the global automotive industry [6] Volkswagen and Toyota Analysis - Volkswagen reported a global vehicle sales decline of 3.5% in 2024, while its revenue grew by 0.7% [7] - Toyota's global sales also fell by 3.7% in 2024, with a notable decrease in sales in the Chinese market [8][9] - Both companies are adapting their strategies to address declining sales in China, with Volkswagen extending joint venture agreements and Toyota restructuring its R&D operations [8][9] Chinese Automotive Market Dynamics - In 2024, China's automotive production and sales grew by 3.7% and 4.5%, respectively, with significant growth in the new energy vehicle sector [10] - The rapid growth of domestic electric vehicle manufacturers has led to a decline in market share for traditional foreign automakers in China [10][12] - Some foreign brands have exited the Chinese market, while others are increasing their investment in electric vehicle production to remain competitive [13] General Motors' Strategy in China - General Motors is restructuring its operations in China to improve efficiency, with a reported sales increase of 8.64% in the first half of 2025 [14] - The company faced significant losses in its Chinese investments, prompting a reevaluation of its strategy in the region [14][15] - The impact of U.S.-China trade relations and tariffs on GM's operations in China is a critical factor for future performance [15]

此外，今年中国太保排名上升也较为明显，从去年的331上升至251名，提高80名。2024年，中国太 保集团营业收入达4040.9亿元，同比增长24.7%，且盈利表现优异，归母净利润449.6亿元，同比大增 64.9%。 除拼多多外，另外11家总部在沪企业均为在榜多年的企业。其中，中国宝武已经连续上榜22年，上 汽集团连续上榜21年，中远海运、交通银行、中国太保、绿地控股也分别连续18年、17年、15年、14年 上榜。 入围世界500强的总部在沪企业按排名顺序分别是：中国宝武（73）、上汽集团（138）、交通银行 （168）、中远海运（212）、中国太保（251）、拼多多控股（266）、浦发银行（309）、苏商建设 （338）、上海建工（374）、上海医药（407）、上海德龙钢铁集团（467）、绿地控股（480）。 上海是全球500强企业数量第4多的城市，本次有12家总部在沪企业上榜，数量仅次于北京、东京、 纽约。 今年拼多多排名从去年的442名上升至今年的266名，总计上升176名，成为中国上升最快、全球上 升第二快的企业。拼多多的排名跃升与其营收增长放量有直接关系。2024年，拼多多总收入为3938.4亿 ...

上汽集团7月29日大宗交易平台出现一笔成交，成交量600.00万股，成交金额1.05亿元，大宗交易成交价 为17.54元，相对今日收盘价折价0.79%。该笔交易的买方营业部为中国国际金融股份有限公司上海分公 司，卖方营业部为国泰海通证券股份有限公司上海浦东新区松涛路证券营业部。 进一步统计，近3个月内该股累计发生15笔大宗交易，合计成交金额为15.67亿元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 600.00 | 10524.00 | 17.54 | -0.79 | 中国国际金融股份有 | 国泰海通证券股份有限公司上海 | | | | | | 限公司上海分公司 | 浦东新区松涛路证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，上汽集团今日收盘价为17.68元，上涨0.51%，日换手率为0.57% ...

Group 1 - SAIC Motor Corporation ranked 138th in the 2025 Fortune Global 500 list with a revenue of $87.2239 billion for the fiscal year 2024, marking its 21st entry into the list [1] - In 2024, SAIC delivered 1.368 million new energy vehicles (NEVs) and 1.082 million vehicles in overseas markets, becoming the only domestic automotive group to achieve annual sales of "two million" in both NEVs and overseas markets for three consecutive years [1] - In the first half of the year, SAIC's total vehicle sales reached 2.053 million units, a year-on-year increase of 12.4%, with terminal deliveries reaching 2.207 million units [1] Group 2 - The company is focusing on deepening reforms and enhancing its self-owned brand management, optimizing various business processes, and reducing product development cycles to 18 months [2] - In the first half of the year, SAIC's self-owned brand sales reached 1.304 million units, a year-on-year increase of 21.1%, accounting for 63.5% of total sales, up 4.6 percentage points from the previous year [2] - The sales of SAIC's passenger vehicles reached 368,000 units, a year-on-year increase of 9.8%, with domestic market sales soaring by 54.7% [2] Group 3 - SAIC's second-generation solid-state battery shows significant performance improvements over the first generation, and the company has collaborated with OPPO to develop a new intelligent cockpit for the MG4 model [3] - The "end-to-end" intelligent driving model has been implemented in the IM AD driver assistance system, achieving safety performance 6.7 times better than human driving [3] - In the first half of the year, the application rate of domestically produced chips exceeded 28%, with ongoing technological advancements in high-end chips [3] Group 4 - SAIC's products are sold in over 170 countries and regions, with a cumulative overseas sales exceeding 6 million vehicles [4] - The company launched its Overseas Strategy 3.0, combining global and local strategies, and the MG brand became the best-selling Chinese car brand in Europe with sales of 153,000 units [4] - Over the next three years, SAIC plans to launch 17 new overseas models, including SUVs, sedans, MPVs, and pickups, featuring new HEV hybrid systems and solid-state battery technologies [4] Group 5 - SAIC has introduced a new brand "SAIC Shangjie" in collaboration with Huawei, focusing on high-quality, durable, and reliable vehicles [5] - The first product, Shangjie H5, will offer both pure electric and extended-range power modes, with a maximum range of 655 kilometers for the pure electric version and over 1300 kilometers for the extended-range version [5] - The new vehicle is set to be officially launched in September this year [5]

Group 1 - BYD's ranking in the 2025 Fortune Global 500 has significantly improved, rising 52 places to 91st, with a revenue of $108 billion [1] - Geely's ranking increased by 30 places, with revenue rising from $70.4 billion to $79.9 billion, placing it at 155th [1] - Chery's revenue grew from $39.1 billion to $59.7 billion, resulting in a ranking increase of 152 places to 233rd [1] Group 2 - SAIC Motor's ranking fell to 138th from 93rd, a decline of 45 places [1] - FAW Group's ranking dropped to 164th from 129th, a decrease of 35 places [1] - BAIC Group's ranking decreased to 201st from 192nd, a decline of 8 places [1] - GAC Group's ranking fell to 252nd from 181st, a drop of 71 places [1] - Dongfeng Motor's ranking decreased to 291st from 240th, a decline of 51 places [1] Group 3 - The Chinese automotive industry has seen significant growth, particularly in new energy vehicle technology, leading in both production and sales globally [1] - However, concerns remain regarding the operational efficiency of Chinese automotive companies compared to other major automotive-producing countries [1]