【导读】 2025 享界用户星享之夜举办，余承东、张建勇共同发布享界车标，演员沈腾现身 中国基金报记者 张燕北 7 月 8 日晚， 2025 享界用户星享之夜举行。活动现场，华为常务董事、终端 BG 董事长余 承东与北汽集团党委书记、董事长张建勇共同发布享界星型车标。至此，鸿蒙智行 " 第三标 " 落地。 余承东表示，享界凝聚了北汽和华为双方多年来在高端制造、科技领域的深厚积淀。他还透 露，享界全新旅行车将于今年秋季上市。 鸿蒙智行 " 第三标 " 落地 享界星型车标发布 享界星型车标 " 寰宇之星 " 正式发布。享界汽车的英文名字 "STELATO" 被放在了 LOGO 的正中央，周围还用了星光的设计元素。 据悉，其承载着品牌 " 手可摘星 " 的浪漫愿景，延续一贯的寰宇美学设计，在为享界品牌增 添更加鲜明的视觉标识的同时，更进一步提升享界品牌豪华高端定位。 " 享界车标是最闪耀、最浪漫的车标，设计灵感来自 ' 寰宇之星 ' ，以六边形为骨架，延续 了鸿蒙智行的家族基因。 " 余承东介绍，并通过白银比例与 G3 曲率重构视觉节奏，让硬朗 轮廓多了份东方特有的 " 留白 " 意境。 随着享界车标的正式发布，鸿 ...

Core Viewpoint - The article discusses the frequent personnel changes in the Chinese automotive industry as of June 2025, highlighting the need for organizational restructuring to adapt to rapid industry changes and competitive pressures [2][4]. Foreign Enterprises - Volkswagen and BMW have made significant personnel changes in their Chinese operations, with Robert Cisek appointed as the new CEO of Volkswagen's passenger car brand in China, effective July 1, 2025 [8][11]. - Cisek has a strong background in production strategy and has previously managed operations in South Africa, ensuring stability during crises like the pandemic and chip shortages [9][12]. - Birgit Böhm-Wannenwetsch will take over as President and CEO of BMW Brilliance from Franz Decker on August 1, 2025, bringing extensive experience from her previous roles in the automotive sector [16][19]. State-owned Enterprises - Chen Cui has been appointed as the General Manager of the MG brand, marking a significant leadership change as part of SAIC Group's push to accelerate its passenger vehicle business reform [22][24]. - North China Industries Group has appointed Liu Xuguang and Sun Jing as vice presidents, with Liu having a strong background in market strategy and Sun having successfully improved employee management efficiency [25][30][32]. - Dongfeng Motor Finance has seen leadership changes with Ding Guoxiang becoming the Party Secretary and Chairman, while Li Hua takes over as General Manager [34][35]. Private Enterprises - Lars Bialkowski has been appointed as the head of BYD's operations in Germany, focusing on expanding the company's presence in the European market [38][41]. - GWM has appointed Lü Wenbin as the General Manager of the Ora brand, which is facing challenges in market performance and aims to revitalize its sales strategy [42][46]. - Zhou Xing has joined Lynk & Co as the Executive Vice President, bringing a wealth of experience in automotive marketing and brand development [47][50]. New Forces - Li Auto has restructured its organization by merging its R&D and sales groups into a new "Smart Vehicle Group," aimed at enhancing collaboration across the value chain [51][53]. - Hu Chengchen, a key figure in NIO's technology planning, has left the company, while Chen Guang has joined Xiaomi Auto as the head of perception for assisted driving [56][61].

证券代码：600166 证券简称：福田汽车 编号：临 2025—051 北汽福田汽车股份有限公司 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。 重要内容提示： ? 投资标的名称：北京安鹏科创汽车产业投资基金（有限合伙） （以下简称"合伙企业" 或"基金"） 一、对外投资暨关联交易概述 业投资有限公司（以下简称"北汽产投"）、深圳市安鹏股权投资基金管理有限公司（以 下简称"深圳安鹏"）共同出资设立北京安鹏科创汽车产业投资基金合伙企业（有限合伙）， 其中深圳安鹏作为普通合伙人认缴出资 10 万元，北汽集团作为有限合伙人认缴出资 金备案。 为补强产业链关键环节布局，提升公司供应链稳定性与成本管控能力，同时，布局 前沿技术，降低自主创新风险，实现创新发展，共享行业增长红利，公司拟以自有资金 合伙企业的执行事务合伙人深圳安鹏是北汽产投的全资子公司，北汽产投是公司控 股股东北汽集团的全资子公司，因此，依照上交所《股票上市规则》第 6.3.3 的规定， 本次公司认购基金份额事项构成关联交易。 本次关联交易金额未达到公司最近一期经审计净资产绝 ...

证券代码：600166 证券简称：福田汽车 编号：临 2025—051 北汽福田汽车股份有限公司 关于参与认购基金份额暨关联交易的公告 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。 重要内容提示： 一、对外投资暨关联交易概述 2025 年 4 月，北京汽车集团有限公司（以下简称"北汽集团"）、北京汽车集团产 业投资有限公司（以下简称"北汽产投"）、深圳市安鹏股权投资基金管理有限公司（以 下简称"深圳安鹏"）共同出资设立北京安鹏科创汽车产业投资基金合伙企业（有限合伙）， 其中深圳安鹏作为普通合伙人认缴出资 10 万元，北汽集团作为有限合伙人认缴出资 1 投资标的名称：北京安鹏科创汽车产业投资基金（有限合伙）（以下简称"合伙企业" 或"基金"） 拟投资金额：北汽福田汽车股份有限公司（以下简称"公司"或"福田汽车"）拟以 自有资金 50,000 万元人民币认购合伙企业的份额，成为合伙企业的有限合伙人。 合伙企业为公司关联方，本次公司认购基金份额事项构成关联交易，但不构成《上市 公司重大资产重组管理办法》规定的重大资产重组。 本次关联 ...

证券代码：600166 证券简称：福田汽车 编号：临 2025—050 北汽福田汽车股份有限公司 监事会决议公告 本公司监事会及全体监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。 2025 年 6 月 14 日，公司以电子邮件和专人送达的方式，向全体监事发出了《关于召开 通讯监事会的通知》及《关于参与认购基金份额暨关联交易的议案》。本次会议以通讯表决的 方式召开，应出席监事 9 名，实际出席监事 9 名。会议的召集召开符合《公司法》和《公司 章程》的规定。 二、监事会会议审议情况 依据《上海证券交易所股票上市规则》有关规定，关联监事焦枫回避表决。截至 2025 年 7 月 8 日，共收到有效表决票 8 张。监事会以 8 票同意,0 票反对，0 票弃权，审议通过了《关 于参与认购基金份额暨关联交易的议案》。 决议如下： （一）同意北汽福田汽车股份有限公司认购北京安鹏科创汽车产业投资基金合伙企业（有 限合伙）份额，认购金额5亿元。资金来源为自有资金。 （二）授权经理部门办理相关具体事宜。 公司监事会认为：本次关联交易遵循了公正、公允、公平原则，交易 ...

一、董事会会议召开情况 2025 年 6 月 14 日，公司以电子邮件和专人送达的方式，向全体董事发出了《关于召 开通讯董事会的通知》及《关于参与认购基金份额暨关联交易的议案》。2025 年 6 月 26 日，公司以电子邮件和专人送达的方式，向全体董事发出了《关于召开通讯董事会的通 知》及《关于调整董事会提名委员会委员的议案》。本次会议以通讯表决的方式召开，应 出席董事 11 名，实际出席董事 11 名。会议的召集召开符合《公司法》和《公司章程》 的规定。 二、董事会会议审议情况 （一）《关于参与认购基金份额暨关联交易的议案》 公司独立董事召开了专门会议，全体独立董事一致同意将该议案提交董事会审议， 并发表了同意该议案的审核意见。 公司董事会审计/内控委员会召开了会议，全体委员一致同意将该议案提交董事会审 议，并发表了同意该议案的审核意见。 证券代码：600166 证券简称：福田汽车 编号：临 2025—049 北汽福田汽车股份有限公司 董事会决议公告 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。 依据《上海证券交易所股票上 ...

Investment Rating - The report assigns a "Buy" rating to several companies, including Changan Automobile, Asia-Pacific Holdings, and Haon Electric, while maintaining an "Overweight" rating for the overall automotive industry [1][4]. Core Insights - The automotive sector experienced a slight increase of 0.1% from June 30 to July 4, 2025, underperforming the CSI 300 index by 1.44 percentage points. The passenger vehicle segment rose by 0.43%, while commercial vehicles increased by 1.49% [9][36]. - Heavy-duty truck sales in June 2025 exceeded expectations, with a year-on-year increase of 32% and a month-on-month increase of 6%. Approximately 94,000 units were sold, with major manufacturers like China National Heavy Duty Truck and Dongfeng showing significant growth [2][36]. - The report highlights the launch of the Xiaopeng G7, the first AI car with L3-level computing power, priced between 195,800 and 225,800 yuan, showcasing advanced technology features [5][36]. Summary by Sections Market Review - The automotive sector's performance from June 30 to July 4, 2025, showed a 0.1% increase, with various segments performing differently against the CSI 300 index [9][36]. - The overall PE-TTM for the automotive industry was 25.95, reflecting a slight increase from the previous week [10][36]. Major Company and Industry Events - Heavy-duty truck sales in June reached approximately 94,000 units, with significant contributions from major manufacturers [2][36]. - Xiaopeng G7 was officially launched, marking a significant advancement in AI automotive technology [5][36]. New Vehicle Launches - A total of 33 new models were launched during the week, including the Xiaopeng G7 and various updated versions of existing models [34][36]. Investment Recommendations - The report suggests a cautious approach to investment in the automotive sector, given the mixed performance of different segments and the overall market conditions [36].

近日，北汽福田汽车股份有限公司发布2025年6月份各产品产销数据快报。快报显示，2025 年6月份，福田汽车销售各类车型52824辆，同比增长5.57%；2025年1-6月份，福田汽车 销售各类车型327459辆，同比增长9.08%。 | | 产品类型 | | 本月数 | 去年同 | 销 量(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 本年累计 | 去年累计 | 累计同比 | | | | | 日 | 期 | | | 增减 | | 汽车 | 日 商用 车 客 | 中重型货车(含福戴) | 11816 | 7183 | 72246 | 54151 | 33.42% | | | 车 | 轻型货车 | 36376 | 37590 | 229499 | 215461 | 6.52% | | | | 人型客车 | 169 | 617 | 1352 | 2101 | -35.65% | | | | 中型客车 | 356 | 126 | 962 | 937 | 2.67% | | | 车 | | | | | | | | 产品 | ...

Core Viewpoint - The commercial vehicle industry has experienced significant personnel changes in June, with major companies like Sinotruk, Foton, JAC, and King Long undergoing leadership adjustments [1][25]. Group 1: Sinotruk - On June 27, Sinotruk (Hong Kong) announced multiple high-level personnel changes and board committee restructuring [2]. - Wang Zhijian resigned as chairman and executive director, while Liu Zhengtai was appointed as the new chairman and executive committee chairman [4]. - The company established an ESG committee, with Liu Wei as chairman and other members appointed [5][6]. Group 2: Sinotruk Jinan Truck - On June 7, Sinotruk Jinan Truck Co., Ltd. announced the appointment of Zhao Hai as the new general manager and Zhang Xin as the board secretary [8]. - The previous CEO Zhao Erxiang resigned but will continue to serve as a director [8]. Group 3: Foton - On June 23, Foton Motor Co., Ltd. announced the departure of Gong Haidong from his position as vice president and employee representative director [13]. - Liu Xuguang and Sun Jing were appointed as new vice presidents, while Li Qinghua was elected as the employee representative director [13]. Group 4: JAC - In late June, JAC Motors announced the resignation of Wang Bing as the chairman of the supervisory board due to retirement [18][19]. Group 5: King Long - On June 6, King Long Automobile Group Co., Ltd. reported the resignation of director Chen Jianye, with no specific reason provided [20][21].

从国内市场的到海外市场，中国重汽、一汽解放、东风商用车、福田汽车、远程新能源商用车 和徐工汽车等众多企业的批量订单签约和交车不断，新能源重卡市场依然持续火热，为行业发 展注入新动能。 一汽解放：大单不断 多领域发力 6月1日，在招商局港口（华南）营运中心蛇口集装箱码头，"共筑绿色港口 领航蓝湾新程—— 一汽解放&招商港口185辆新能源港口牵引车交付仪式" 举行。 6月5日，在中国绿城、东盟开放前沿的南宁，一场擘画绿色未来的行业盛典——一汽解放青 岛新能源大客户交车仪式暨百辆新单签约圆满举行。一汽解放青岛新能源成功交车50辆并签 约10辆，交付广西磐驰供应链有限公司的50辆解放JH6新能源车，是解放深耕场景化定制、 破解用户"购车贵、运营难"痛点的典范成果。 6月中旬，212辆解放卡车跨越重洋，奔赴几内亚，为当地运输行业注入全新活力。 中国重汽：国内、海外市场双丰收 6月的重卡市场，热潮涌动，各大企业纷纷交出亮眼成绩单。 6月初，中国重汽200辆战略签约暨豪沃MAX燃气牵引车批量交车仪式圆满落幕，为双方合作 与行业发展添上浓墨重彩的一笔。豪沃MAX燃气牵引车是集品牌优势与前沿科技于一身的结 晶。此次重汽与这位大 ...