1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - In the 31st week of 2025 (July 28 - August 3), domestic passenger car and new energy passenger car sales increased week - on - week. Passenger car retail sales were 465,000 units, a year - on - year increase of 2.8%; new energy passenger car retail sales were 247,000 units, a year - on - year increase of 10.4%, with a penetration rate of 53.1%. Since the beginning of the year, cumulative passenger car retail sales were 12.563 million units, a year - on - year increase of 7.0%; cumulative new energy passenger car retail sales were 6.407 million units, a year - on - year increase of 26.9%, with a cumulative penetration rate of 51.0% [2][110][118]. - The China Passenger Car Association slightly raised the full - year forecast for 2025. It is expected that passenger car retail sales will reach 24.35 million units, a 6% increase, with the forecast volume 300,000 units more than the June forecast; passenger car exports will be 5.46 million units, a 14% increase, with the forecast volume 160,000 units higher than the initial forecast; new energy passenger car wholesale will be 15.48 million units, a 27% increase, with the forecast volume slightly down from the June forecast, and the new energy wholesale penetration rate will reach 56%; automobile wholesale will be 34.04 million units, an 8% increase, with the forecast volume 5 percentage points higher than the initial forecast [2][108][118]. 3. Summary According to the Directory 3.1. Key Target Tracking - The report presents the weekly price changes of relevant sectors and listed companies. For example, among listed companies, Great Wall Motor (601633.SH) had a weekly increase of 3.00%, while BYD (002594.SZ) had a weekly decrease of 1.77% [16]. 3.2. Industrial Chain Data Tracking 3.2.1. China New Energy Vehicle Market Tracking - **Sales and Exports**: Charts show the sales (seasonal), penetration rate, domestic sales (seasonal), exports (seasonal), and sales of EV and PHV in the Chinese new energy vehicle market [17][22][24]. - **Inventory Changes**: Charts display the monthly new inventory of new energy passenger vehicle channels and manufacturers [26]. - **Delivery Volume of New Energy Vehicle Manufacturers**: Charts present the monthly delivery volumes of several new energy vehicle manufacturers such as Leapmotor, Li Auto, XPeng, etc. [29][33][35]. 3.2.2. Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: Charts show the sales (by region), penetration rate, and sales of EV and PHV in the global new energy vehicle market [41][44]. - **European Market**: Charts present the sales, penetration rate, and sales of EV and PHV in the European new energy vehicle market, as well as the sales of EV and PHV in the UK, Germany, and France [46][49][50]. - **North American Market**: Charts show the sales, penetration rate, and sales of EV and PHV in the North American new energy vehicle market [59][60]. - **Other Regions**: Charts display the sales, penetration rate, and sales of EV and PHV in other regions, including Japan, South Korea, and Thailand [62][63][67]. 3.2.3. Power Battery Industry Chain - Charts show the power battery loading volume (by material), export volume (by material), weekly average price of battery cells, cell material cost, and the operating rates and prices of various battery materials such as ternary materials, precursors, lithium iron phosphate, etc. [78][82][83]. 3.2.4. Other Upstream Raw Materials - Charts present the daily prices of rubber, glass, steel, and aluminum [102][104]. 3.3. Hot News Summary 3.3.1. China: Policy Dynamics - The State Administration for Market Regulation plans to build a number of national carbon measurement centers by 2030, with priority given to the carbon measurement needs of key industries such as power batteries [108]. 3.3.2. China: Industry Dynamics - The China Passenger Car Association slightly raised the full - year forecast for 2025, including the increase in passenger car retail, exports, and automobile wholesale, and a slight decrease in new energy passenger car wholesale forecast [108]. - In July, the new energy wholesale sales were 1.18 million units, a year - on - year increase of 25%, and the cumulative wholesale from January to July was 7.63 million units, a year - on - year increase of 35% [109]. - From July 1 - 31, new energy retail sales increased by 14% year - on - year, and the cumulative retail sales since the beginning of the year increased by 30% year - on - year [110]. - From January to June, the domestic charging infrastructure increment was 3.282 million units, a year - on - year increase of 99.2%, and the vehicle - to - charging - pile increment ratio was 1.8:1 [111]. 3.3.3. China: Enterprise Dynamics - Sunwoda plans to list in Hong Kong and build a new production base in Vietnam with a total investment of no more than RMB 2 billion [113]. - Leapmotor's first batch of electric SUVs arrived in Brazil [114]. 3.3.4. Overseas: Policy Dynamics - Russia will allocate 5.7 billion rubles from 2025 - 2027 to develop electric vehicle charging infrastructure, aiming to have 28,000 DC charging stations with an output power over 149kW in operation by 2030 [114]. 3.3.5. Overseas: Industry Dynamics - In the UK, July passenger car sales decreased by 5.0% to 140,000 units, while pure - electric and plug - in hybrid vehicles increased by 9.1% and 33.0% respectively [115]. - In Germany, July passenger car sales increased by 11.1% to 265,000 units, with pure - electric and plug - in hybrid vehicles increasing by 58.0% and 83.6% respectively [116]. - In Brazil, July new car sales increased by 0.8% to 243,000 units, with pure - electric and plug - in hybrid vehicles increasing by 48.2% and 22.3% respectively [116]. 3.4. Industry Views - Similar to the core views, it emphasizes the sales situation in the 31st week of 2025 and the adjustment of the full - year forecast by the China Passenger Car Association [118]. 3.5. Investment Suggestions - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% since 2024. In 2025, high - competitiveness new car products continue to be launched, and price wars are gradually halted. Overseas, due to strong trade protectionism in Europe and the US, there are risks in exports. Attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. In terms of the competitive landscape, domestic independent brands' market share continues to expand, and attention should be paid to companies with strong product capabilities, smooth overseas expansion, and stable supply [3][119].

Group 1 - On August 8, Jianghuai Automobile had a financing purchase amount of 303 million yuan, ranking 36th in the two markets, with a financing repayment amount of 404 million yuan on the same day, resulting in a net sell of 101.72 million yuan [1] - Over the last three trading days from August 6 to August 8, Jianghuai Automobile received financing purchases of 395 million yuan, 437 million yuan, and 303 million yuan respectively [1] - In terms of securities lending, on the same day, there were no shares sold short, but there was a net purchase of 17,600 shares [1]

Company Announcements - Jihua Group's main business and existing product system do not involve brain-computer interface related fields [1] - Hongjing Optoelectronics plans to invest 1.533 billion yuan to build a research and manufacturing headquarters project [1] - Zhuojin Co., Ltd. won the bid for soil control project around Longchao Line [1] - Jianghuai Automobile's July sales totaled 25,197 units, a year-on-year decrease of 21.73% [1][2] - Lakala intends to transfer 100% equity of certain subsidiaries [1] - Haitai High-tech completed a buyback, spending a total of 70.91 million yuan to repurchase 6.69995 million shares [1] - Tongchen Beijian reported a net profit of 737 million yuan for the first half of the year, a year-on-year decrease of 17.34% [1][3] - Xuelang Environment's shareholders plan to reduce their holdings by a total of no more than 3% [1] - Huaxia Happiness's shareholders plan to reduce their holdings by a total of no more than 3% [1] - Sanxin Medical plans to issue convertible bonds to raise no more than 530 million yuan [1] - *ST Gaohong's stock may face mandatory delisting due to major legal violations [1] Investment and Financial Data - GAC Group's July automobile sales were 119,482 units, a year-on-year decrease of 15.38% [2] - Minghe Co., Ltd. reported July sales revenue of 41.36 million yuan [2] - Tangrenshen's July pig sales revenue totaled 589.6 million yuan [3] - Tiankang Biological's July pig sales revenue was 335 million yuan [3] - Chongqing Construction's new contract amount for the first half of the year was 24.271 billion yuan, a year-on-year decrease of approximately 19.20% [3] Shareholder Actions - Guangdong Hongda's subsidiary plans to acquire 60% equity of Changzhilin [3] - Ningbo Energy intends to acquire a total of 41% equity of Yongneng Comprehensive Energy [3] - Tianyang Technology plans to invest to acquire 51% equity of Moshuzhiqing [3] - ST Lutong's specific shareholders plan to reduce their holdings by a total of no more than 3.27% [3] - Jiuliang Co., Ltd.'s shareholders plan to reduce their holdings by a total of no more than 3% [3] - Ailis's employee stock ownership platform plans to reduce a total of no more than 13.5 million shares [3] - Huaxia Happiness's shareholders plan to reduce their holdings by a total of no more than 3% [3] Other Developments - Sanxin Medical plans to use the raised funds for the expansion project of producing 10 million blood dialysis membranes and 10 million blood dialysis devices [3]

Group 1 - The announcement is regarding the production and sales report of Anhui Jianghuai Automobile Group Co., Ltd. for July 2025 [1] - The company assures that the announcement does not contain any false records, misleading statements, or significant omissions [1] - The report provides preliminary data, with specific figures to be detailed in the company's regular reports [1]

Group 1 - The core point of the article is that Jianghuai Automobile (600418) reported a total sales volume of 25,197 vehicles for July 2025, representing a year-on-year decline of 21.73% [1] - Among the total sales, the sales of new energy passenger vehicles were 1,925 units, which is a year-on-year decrease of 29.23% [1]

安徽江淮汽车集团股份有限公司截至 2025 年 7 月份产销快报数据如下： 2025 年 7 月产、销快报 本公司董事会及全体董事保证本公司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。 证券代码:600418 证券简称:江淮汽车 公告编号:2025-035 安徽江淮汽车集团股份有限公司 | 单位：辆 | | --- | 安徽江淮汽车集团股份有限公司 董事会 2025 年 8 月 9 日 | | | | | 月度同比 | | | 年度同比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 七月份产销量明细 | 本月 | 去年 | 增减 % | 本年 | 去年 | 增减 % | | | | | | 同期 | | 累计 | 累计 | | | | 乘 | 运动型多用途乘用车（SUV） | 4908 | 8855 | -44.57 | 43830 | 43831 | 0.00 | | | 用 | 多功能乘用车（MPV） | 1471 | 942 | 56.16 | 10258 | ...

智通财经APP讯，江淮汽车(600418.SH)发布公告，公司2025年7月新能源乘用车销量1925辆，同比下降 29.23%;本年累计新能源乘用车销量10222辆，同比下降34.06%。 ...

人民财讯8月8日电，江淮汽车（600418）8月8日晚间公告，2025年7月销量合计25197辆，同比下降 21.73%。其中，新能源乘用车销量1925辆，同比下降29.23%。 ...

Core Viewpoint - The article highlights the rapid growth and increasing market presence of new energy VAN vehicles in the logistics and transportation industry, with various manufacturers launching innovative models to meet diverse operational needs [1][2]. Group 1: New Energy VAN Models - Jianghuai's 1van series includes three main product lines: Blue Cat (6-7 cubic meters), Van Baolu (over 8 cubic meters), and the Kara unmanned vehicle, targeting urban logistics and multi-purpose applications [4][5]. - Foton's Xiangling U7, a pure electric model, offers a spacious design and features a self-developed semi-solid-state battery with two configurations (40.18 kWh and 50.23 kWh), achieving a maximum range of 360 kilometers [7][9]. - The Farizon Super VAN series, including X-VAN and Chuan Hydrogen Super VAN, focuses on diverse market needs, offering solutions for camping, commercial use, and cost-effective ownership [11][13]. Group 2: Market Trends and Innovations - Dongfeng's Rui Lida emphasizes high cargo capacity with models like V5 (6.61 cubic meters) and V7 (7.27 cubic meters), designed for efficient loading and unloading, and features a comprehensive range of over 310 kilometers [14][16]. - Changan's Kai Cheng V919 offers eight different versions, featuring a long range of 470 kilometers and low energy consumption of 16.5 kWh per 100 kilometers, significantly reducing operational costs compared to fuel vehicles [17][20]. - Skyworth's Hongtu, a multifunctional pure electric VAN, aims to provide efficient solutions for global logistics and passenger transport, featuring a modular design and a cargo space of 14 cubic meters [21][23]. Group 3: Competitive Landscape - Foton's Tuyano X5 introduces a versatile platform compatible with fuel, pure electric, and hybrid technologies, achieving a maximum range of 520 kilometers and the lowest energy consumption in its class at 17.7 kWh per 100 kilometers [24][26].

天眼查资料显示，安徽江淮汽车集团股份有限公司，成立于1999年，位于合肥市，是一家以从事汽车制 造业为主的企业。企业注册资本218400.9791万人民币。通过天眼查大数据分析，安徽江淮汽车集团股 份有限公司共对外投资了48家企业，参与招投标项目5000次，财产线索方面有商标信息946条，专利信 息5000条，此外企业还拥有行政许可726个。 专利摘要显示，本发明公开了一种汽车尾门总成重心测量仪及汽车尾门总成重心的测量方法，其中测量 仪包括测力计组件、上杆、下杆组件和调节手柄，测力计组件固设在上杆的一端，上杆的另一端与下杆 组件插接连接，上杆上开设有第一腰型槽，下杆组件上开设有第二腰型槽，调节手柄上的螺柱贯穿于第 二腰型槽和第一腰型槽后与锁紧螺母螺纹连接。 金融界2025年8月8日消息，国家知识产权局信息显示，安徽江淮汽车集团股份有限公司申请一项名 为"汽车尾门总成重心测量仪及汽车尾门总成重心测量方法"的专利，公开号CN120445521A，申请日期 为2025年05月。 ...