点 击 蓝 字 关 注 我 们 本文全文共 4102 字，阅读全文约需 13 分钟 目录 国内新闻 1.中美斯德哥尔摩经贸会谈联合声明发布 2.三部门印发《个人消费贷款财政贴息政策实施方案》 3.2025年7月份工业生产者出厂价格 环比降幅收窄 4.吉林省开展首批产业人才库征集 5.广汽集团宣布即将发布全新星源增程技术 6.极氪、吉利控股集团公布防晕车专利 7.蔚来G318川藏换电路线8月16日全线贯通 8.华为乾崑智驾系统截至7月31日累计避免254万次碰撞 国外新闻 1.7月全球电动汽车销量增速放缓至21% 2.韩国7月汽车进口量增长23% 特斯拉领跑 3.特斯拉印度第二展厅在新德里的空港城开业 4.印度汽车制造商马恒达集团拓展南非业务 商用车 1. 欧曼银河系列重卡在长春上市 国内新闻 1 2. 2025武汉商用车展11月举办 3. 江淮悍途EV交付新加坡 4. 江铃集团在拉美区域的汽车出口同比增长32.6% 中美斯德哥尔摩经贸会谈联合声明发布 时间:2025.8.13 来源:中国汽车报网 8月12日，中美斯德哥尔摩经贸会谈联合声明发布。声明称，双方忆及日内瓦联合声明下所作承诺，并同 意于2025年8月 ...

2025年上半年，我国商用车市场走出一个降-增-降-增-降-增的走势，6月过后累计销量达 到212万辆，同比累计增长3%，较上年同期净增长约3.2万辆。 2025年下半年的第一个月，商用车市场表现如何？7月过后，商用车行业格局有无新的变化？ 请看第一商用车网的分析报道。 纵观近五年7月份的商用车市场走出一个降-降-增-降-增的趋势，最近五年7月份的商用车市 场销量呈现出两个级别：2021年7月份与2025年7月份的超30万辆水准，以及余下的2022年 7月份、2023年7月份和2024年7月份的25万辆左右水准。单从数字上看，今年7月份商用车 市场30.60万辆水平在近五年里排在第二位，比五年最高的2021年7月份少销售6000余辆， 比去年7月份则多销售约3.8万辆。 从累计销量来看，240万辆上下是最近几年1-7月商用车累计销量的正常水准，今年1-7月商 用车市场累计销售242.77万辆，属于正常水准，在近五年里能排到第2位，但与五年最高的 2021年前7月相比有接近80万辆的差距，比去年1-7月则累计多销售了9万余辆，累计增幅为 4%，较6月过后扩大1个百分点（如上图）。 福田超4万辆蝉联月榜销冠，重汽 ...

Core Viewpoint - The A-share market has shown a strong performance recently, with the financing balance exceeding 2 trillion yuan for the first time since July 2015, reaching 20,122 billion yuan as of August 11, 2023, indicating a significant increase in market activity and investor confidence [2][6]. Financing Overview - As of August 11, 2023, the financing balance in the A-share market reached 20,122 billion yuan, marking a 168.41 billion yuan increase from the previous trading day [2][6]. - The financing balance peaked at 22,666 billion yuan on June 18, 2015, with the current level being 88.8% of that historical high [6][7]. - The financing balance as a percentage of the circulating market value has decreased from 4.26% in June 2015 to 2.29% in August 2023 [7]. Market Performance - Since July 1, 2023, the A-share market has seen a cumulative increase of 5.9%, while the Shenzhen Component Index has risen by 7.9% [9]. - Over the same period, the net inflow of financing has reached 174 billion yuan across 30 trading days, with 30 out of 31 sectors experiencing net financing inflows [10]. Sector Analysis - The electronics sector led the financing net inflow with a total of 211.44 billion yuan, followed by the pharmaceutical and biological sector with 207.58 billion yuan [11][12]. - Other notable sectors with significant net inflows include electric equipment, machinery, non-ferrous metals, and computing [10][11]. Individual Stock Highlights - A total of 2,453 stocks have experienced net financing inflows since July 1, 2023, with 13 stocks seeing net inflows exceeding 1 billion yuan [13]. - The top stock by net financing inflow is Northern Rare Earth, with an inflow of 30.75 billion yuan, followed by New Yisheng and Shenghong Technology [15][16].

时隔十年，A股融资余额再次站上2万亿元。 Wind数据显示，8月11日，A股融资余额增加168.41亿元。截至8月11日，A股融资余额报20122亿元，创2015年7月2日以来新高。从存量情况来看，电子行业 融资余额居前，达2327.87亿元；融资余额最大的股票为东方财富，达235.74亿元。 行业板块方面，截至8月11日，申万一级31个行业中，电子、非银金融、计算机行业融资余额居前，分别为2327.87亿元、1633.77亿元、1540.81亿元，医药 生物、电力设备、机械设备、汽车行业融资余额均超1000亿元。 来源：Wind 个股方面，东方财富、中国平安、贵州茅台融资余额居前，分别为235.74亿元、221.71亿元、166.13亿元，比亚迪、中信证券、长江电力融资余额均超100亿 元。 融资余额前十股票 | 证券代招 | 证券简称 | | | | | --- | --- | --- | --- | --- | | | | 融资融券余额(万元) | J 副台灣領(元) | 能完美时向元 | | 300059.SZ | ：东方财富 | 2.360.404.92 | 2.357.372.40 | 3.032 ...

2025年7月份，重卡市场整体销量同比大增46%。此前已连续四个月跑输重卡市场"大盘"的 牵引车市场能否同步实现大增？增速是跑赢还是跑输？7月过后，2025年牵引车行业格局又有 何变化？ 请看第一商用车网的分析报道。 7月销售4.3万辆，环比下降12%，同比增长29% 第一商用车网最新获悉，根据中汽协数据（企业开票数口径，非终端实销口径，下同）， 2025年7月份，我国重卡市场共计销售8.49万辆，环比下降13%，同比增长46%。这其中， 作为重卡市场中最受关注的细分领域，牵引车市场在7月份同步实现增长，交出的成绩单为： 销售4.28万辆，环比下降12%，同比增长29%，同比增幅较上月（+31%）小幅缩窄，低于 重卡市场整体46%的增速，继续跑输重卡市场"大盘"。 2025年7月份牵引车市场销量表（单位：辆） | 7月排名 | 企业/意计 | 7月销量 | 月度份额 | | 同比增长 本年累计 | 同期累计 | 累计增长 累计份额 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 4.28万 | 100% | 29% | 31. ...

近期，A股稳步向上，作为市场的杠杆资金，融资买入余额对应上涨。 最新数据显示，A股融资余额合计约20122亿元，单日增加168.41亿元。值得注意的是，这是A股时隔十年融资余额再度突破两万亿元，上一次还需要追溯到2015年 7月1日。 从近期走势观察，自6月以来，融资余额呈现持续增长态势。对比今年6月首个交易日（6月3日），融资余额累计增加了2195.12亿元。与此同时，融资余额占A股 流通市值的比例为2.29%。 分市场来看，沪市融资余额约10217.92亿元，深市融资余额约9838.97亿元，北交所融资余额约65.1亿元。 A股向上，热钱持续入市。 截至8月11日，沪深两市融资余额实现重要突破，时隔十年再次突破两万亿元大关。 时隔十年再破两万亿元 融资去哪儿？ 融资余额突破两万亿元，哪些行业和个股受到资金的青睐呢？ Wind统计数据显示，自6月3日以来，融资余额超过千亿元的有7个行业，分别是电子（2327.87亿元）、非银金融 （ 1633.77亿元）、计算机（1540.81亿元）、医 药生物（1513.55亿元）、电力设备（1458.78亿元）、机械设备（1087.54亿元）、汽车（1043.85亿元） ...

第一商用车网最新获悉，根据中汽协数据（企业开票数口径，非终端实销口径，下同）， 2025年7月份，我国卡车市场（含底盘、牵引车）共计销售26.44万辆，环比6月份下降 16%，同比增长14%。这其中，重型卡车市场（含底盘、牵引车）7月份销售8.49万辆，环 比下降13%，同比增长46%，同比增幅较上月扩大9个百分点（2025年6月份重卡市场同比增 长37%），重卡市场这一轮的连增势头扩大至"4连增"。 8.49万辆，在重卡市场里能算什么级别的表现？通常来讲，7月份是重卡行业的销售淡季，过 去十年（不包括2025年）7月份重卡平均销量约7.08万辆，但自2022年起，连续三年7月份 销量都不足7万辆。 2025年7月份，重卡市场面对上年同期不足6万辆的销量，实现超4成大增，收获一波同比"4 连增"。 请看第一商用车网的分析报道。 7月重卡销8.49万辆同比大增46%，喜提"4连增" 2025年1-7月，重卡市场累计销售62.40万辆，在近五年里排在第二高（但与五年最高的 2021年1-7月超百万辆的累计销量差距非常大），比上年同期的56.28万辆则增长11%，净 增长约6.1万辆，最近几月累计销量增幅呈逐月扩大 ...

Core Viewpoint - SAIC-GM-Wuling's A00-class electric vehicle, Hongguang MINIEV, has achieved significant sales milestones, indicating strong market demand for micro electric vehicles in the industry [2]. Company Summary - SAIC-GM-Wuling announced that the cumulative sales of the Hongguang MINIEV have surpassed 1.7 million units, maintaining its position as the sales champion of micro new energy electric vehicles for 60 consecutive months [2]. - The company's total global sales of new energy vehicles have exceeded 3 million units, showcasing its strong performance in the electric vehicle market [2].

Core Viewpoint - The balance of margin trading in the Shanghai and Shenzhen markets has surpassed 2 trillion yuan, returning to a 10-year high, but under a different market context compared to the 2015 bull market [1][3] Group 1: Market Context - The current increase in margin trading balance reflects an improved market risk appetite, indicating a potential continuation of a slow bull market in A-shares [3][8] - The current environment is characterized by economic structural optimization, strict regulation, and increasingly mature investors, marking a shift towards a more stable and rational development phase for the A-share market [3][8] Group 2: Margin Trading Data - As of August 5, the margin trading balance reached 20,003 billion yuan, accounting for 2.3% of the A-share market's circulating market value and 10.2% of trading volume [8] - The top margin trading stocks include Oriental Fortune with 23.235 billion yuan, followed by China Ping An with 21.852 billion yuan, and other notable companies like Kweichow Moutai and BYD also feature prominently [4] Group 3: Investor Behavior Changes - Over the past decade, investor behavior has significantly changed, with a more diversified and less homogenous approach to trading compared to the concentrated investments in financial stocks seen in 2015 [6][7] - The number of margin trading stocks has increased from around 900 to 4,150, allowing for a broader selection and more balanced capital flow across various sectors, including technology and renewable energy [7][8] Group 4: Future Outlook - The market is expected to maintain a slow bull trend, supported by steady economic growth and improving corporate profitability, with a focus on sectors like TMT, cyclical stocks, and consumer goods [8] - The current liquidity is ample, and the risk appetite has improved, which is likely to drive the A-share market forward [8]

Core Viewpoint - Jianghuai Automobile reported a significant decline in both production and sales for July 2025, with total vehicle production down 29.24% year-on-year and total sales down 21.73% compared to the same month last year [2][4]. Production and Sales Summary - In July, the company produced 24,843 vehicles, a decrease of 29.24% year-on-year, and cumulative production from January to July was 220,184 vehicles, down 7.76% year-on-year [2][3]. - Vehicle sales in July reached 25,197 units, reflecting a year-on-year decline of 21.73%, while cumulative sales for the first seven months totaled 215,811 units, down 9.46% year-on-year [2][3]. Segment Performance - In the passenger vehicle segment, SUV production was 4,908 units, down 44.57% year-on-year, and sales were 6,749 units, down 23.67% year-on-year. Cumulative SUV sales for the first seven months were approximately 46,400 units, remaining stable compared to the previous year [3][4]. - The MPV segment saw a positive trend, with July sales of 1,248 units, up 5.58% year-on-year, driven by the new Ruifeng series [3][4]. - The sedan segment faced a sharp decline, with July sales of 1,838 units, down 65.77% year-on-year, and cumulative sales of 20,582 units, a decrease of 46.22% [3][4]. Commercial Vehicle Performance - In the commercial vehicle sector, truck sales benefited from the demand for upgrading to National IV standards, with July sales reaching 10,040 units, up 15.43% year-on-year, and cumulative sales of 89,513 units, nearly flat compared to last year [4]. - Pickup truck sales were impacted by a drop in export orders, with July sales of 3,229 units, down 43% year-on-year, but cumulative sales still showed a 5.42% increase [4]. - Bus sales experienced a significant recovery, with July sales of 668 units, up 48.4% year-on-year, and cumulative sales of 4,410 units, reflecting a 39.4% increase [4]. New Energy Vehicle Performance - In the new energy vehicle segment, July sales were 1,925 units, down 29.23% year-on-year, with cumulative sales for the first seven months at 10,222 units, a decline of 34.06% [3][4]. - The company attributed the decline in new energy vehicle sales to intensified competition in the A00 pure electric market and the reduction of subsidies [4]. - To address the downturn, Jianghuai plans to launch a new pure electric platform vehicle developed in collaboration with Huawei in the fourth quarter and accelerate the deployment of battery-swapping heavy trucks and hydrogen fuel light trucks [4].