国家发展改革委党组成员、国家能源局局长王宏志8月26日在国新办举行的"高质量完成'十四五'规 划"系列主题新闻发布会上介绍，我国新能源等技术装备领跑全球，新能源专利数占全球四成以上，光 伏转换效率、海上风电单机容量等不断刷新世界纪录，新型储能规模跃居世界第一。（新华社） ...

新华社快讯：国家发展改革委党组成员、国家能源局局长王宏志8月26日在国新办举行的"高质量完 成'十四五'规划"系列主题新闻发布会上介绍，我国新能源等技术装备领跑全球，新能源专利数占全球 四成以上，光伏转换效率、海上风电单机容量等不断刷新世界纪录，新型储能规模跃居世界第一。 ...

人民财讯8月26日电，国家发展改革委党组成员、国家能源局局长王宏志8月26日在国新办举行的"高质 量完成'十四五'规划"系列主题新闻发布会上介绍，我国新能源等技术装备领跑全球，新能源专利数占 全球四成以上，光伏转换效率、海上风电单机容量等不断刷新世界纪录，新型储能规模跃居世界第一。 ...

（文章来源：新华社） 国家发展改革委党组成员、国家能源局局长王宏志8月26日在国新办举行的"高质量完成'十四五'规 划"系列主题新闻发布会上介绍，我国新能源等技术装备领跑全球，新能源专利数占全球四成以上，光 伏转换效率、海上风电单机容量等不断刷新世界纪录，新型储能规模跃居世界第一。 ...

智通财经APP获悉，8月25日，乘联分会发布2025年6月汽车智能网联洞察报告。数据显示，中国新能源 汽车市场，2025年7月销售126.2万辆，环比下降5.0%，同比增长27.3%，渗透率达到48.7%，渗透率维持 较高水平。其中新能源乘用车销售119.5万辆，同比增长25.4%；新能源商用车销售6.7万辆，同比增长 74.9%。 以旧换新和地方促消费政策持续发力，部分车企通过"一口价"优惠、赠送权益等方式促销，叠加新能源 新车放量，持续推动市场增长，呈现出淡季不淡特征。同时，车企竞争的焦点转向产品力与全球化布 局，价格波动压力有所缓解。 1-6月AEB整体装车率表现良好，乘用车整体装车率达到64.4%，16-24万乘用车整体占比达到75.4%，目 前仍有增长的空间。新能源乘用车市场AEB装车率已经达到67.1%。多维技术融合提升，加之硬件成本 不断优化，推动AEB能力上限不断提升。 2025年7月，新能源轿车份额占比43.7%，比去年同期下滑0.3个百分点。新能源SUV份额占比达到 46.3%，份额较同期下滑2.0个百分点。2025年7月，细分市场全部实现增长，商用车增速整体高于乘用 车，乘用车市场中MP ...

Core Viewpoint - Lantu Automotive, a high-end smart electric vehicle brand under Dongfeng Group, is set to list on the Hong Kong Stock Exchange, showcasing its rapid growth and strong market position in the new energy vehicle sector [1][3]. Group 1: Company Overview - Lantu Automotive has achieved a cumulative production of over 200,000 vehicles and is recognized as a leading high-end new energy brand in China [1]. - The company has maintained a strong growth trajectory, with a projected delivery of 85,697 new energy vehicles in 2024, representing a year-on-year increase of approximately 70% [1]. - Lantu has successfully launched multiple models, including the Lantu FREE+, Lantu Dreamer, Lantu Pursuit, and the new Lantu Zhi Yin, completing its product layout across high-end SUV, MPV, and sedan categories [1][2]. Group 2: Sales Performance - The Lantu Dreamer has consistently ranked as the second best-selling new energy MPV since 2023, while the Lantu FREE+ achieved 11,583 pre-orders within 15 minutes of its launch [2]. - The company has seen continuous monthly sales exceeding 10,000 units since 2025, with July 2023 deliveries surpassing 12,000 vehicles [1]. Group 3: Technological Advancements - Lantu Automotive has introduced the world's first L3-level intelligent architecture and the "Tianyuan Smart Architecture," enhancing vehicle safety and driving assistance capabilities [3]. - The company has launched the Lanhai Smart Hybrid Technology, featuring an 800V system that allows for a pure electric range of 360-410 kilometers and a total range exceeding 1,400 kilometers, with rapid charging capabilities [3]. Group 4: International Expansion - Since its international debut in 2022, Lantu has entered markets in Norway, Denmark, the Netherlands, and Italy, with plans to expand into Central Asia, the Middle East, and South America [3]. - The launch of the "Let's VOYAH" initiative aims to accelerate Lantu's global presence and enhance its brand image [3].

Core Viewpoint - Lantu Automotive, a high-end smart new energy brand under Dongfeng Group, is set to list on the Hong Kong Stock Exchange, showcasing rapid growth and a comprehensive product lineup in the new energy vehicle sector [1][8]. Group 1: Company Growth and Performance - Lantu Automotive has maintained a strong growth trajectory, with a projected delivery of 85,697 new energy vehicles in 2024, representing a year-on-year increase of approximately 70% [3]. - Since 2025, Lantu has achieved over 10,000 monthly sales for five consecutive months, with July's delivery surpassing 12,000 units [3]. - The company has successfully established a product strategy of "three categories in three years, five models in five years," covering high-end SUV, MPV, and sedan segments [3]. Group 2: Product and Market Position - Lantu's flagship model, the Lantu Dreamer, has consistently ranked as the second best-selling new energy MPV since 2023, often leading the monthly sales in its category [5]. - The recently launched Lantu FREE+ achieved 11,583 pre-orders within 15 minutes, positioning it among the top three hybrid SUVs priced between 200,000 to 300,000 yuan [5]. - Upcoming models include the Lantu Zhi Yin, set to launch on August 28, and the 2026 Lantu Dreamer, which will begin pre-sales at the Chengdu Auto Show [5]. Group 3: Technological Advancements - Lantu Automotive emphasizes self-reliance in technology, developing the world's first L3-level intelligent architecture and a proprietary electric vehicle platform, ESSA [6][8]. - The company has introduced the Lanhai Smart Hybrid technology, achieving significant breakthroughs in electric range and charging efficiency, with a pure electric range of 360-410 kilometers and a total range exceeding 1,400 kilometers [8]. Group 4: International Expansion - Since its international debut in 2022, Lantu has entered markets in Norway, Denmark, the Netherlands, and Italy, with plans to expand into Central Asia, the Middle East, and South America [8]. - The launch of the "Let's VOYAH" initiative aims to accelerate Lantu's global presence and enhance its brand image [8].

新华财经北京8月22日电（记者安娜）中国石化经济技术研究院（中国石化咨询公司）等单位22日在北 京发布的《中国油气与新能源发展报告（2025）》预计，2025年，我国新能源替代仍将加速，交通用油 替代资源总量继续增长，占成品油终端消费的六分之一左右。 这份报告由中国石化经济技术研究院（中国石化咨询公司）、中国社会科学院数量经济与技术经济研究 所、北京大学能源研究院、挪威睿咨得能源管理咨询（北京）有限公司联合编撰，在当日由上述单位共 同举办的"油气与新能源蓝皮书发布会暨青年论坛"活动上发布。 报告指出，在全球能源转型和经济结构调整的大背景下，我国成品油市场正经历着深刻变革。交通用 油"双轮替代"持续提速，增量效应继续放大。 从全球来看，报告认为，2025年，世界能源市场将面临来自地缘政治和全球经济增长不确定性的挑战， 但世界能源需求仍会保持适度增长，能源转型和电力化趋势将持续。 "2025年以来，全球经济走势分化明显，我国在全球供应链中的地位仍然难以撼动，但需要加强与部分 国家的产业链合作。"中国社会科学院数量经济与技术经济研究所能源安全与新能源研究室原主任刘强 说，此外，关键矿产资源将成为国际政治和经济的新焦 ...

Group 1 - In July 2025, the sales of new energy vehicles (NEVs) in nine European countries reached 217,000 units, a year-on-year increase of 41.6%, with a penetration rate of 27.5%, up by 7.4 percentage points [1] - Battery Electric Vehicle (BEV) sales were 134,000 units, a year-on-year increase of 34.6%, while Plug-in Hybrid Electric Vehicle (PHEV) sales were 84,000 units, a year-on-year increase of 54.7% [1] - The European Parliament voted to amend carbon emission assessment targets, delaying the tightening of targets originally planned for 2025, but the overall trend remains unchanged [1] Group 2 - The China Securities New Energy Vehicle Industry Index includes 50 listed companies involved in various aspects of the NEV industry, reflecting the overall performance of leading companies in the sector [1] - The top ten weighted stocks in the index as of July 31, 2025, include CATL, Huichuan Technology, BYD, Changan Automobile, Huayou Cobalt, Sanhua Intelligent Control, Yiwei Lithium Energy, Ganfeng Lithium, Tianqi Lithium, and Gree Environmental, collectively accounting for 55.33% of the index [2] - The New Energy Vehicle ETF closely tracks the China Securities New Energy Vehicle Industry Index and is expected to benefit from the ongoing expansion of the industry chain [1][2]

国元证券认为，1)中国新能源汽车产业链持续保持快速增长，经过两年价格下行低端产能快速出清，行 业边际改善。建议优先关注成本端受益于上游原材料价格低位、盈利稳定的电池及结构件环节。2)随着 供给端结构改善，行业过剩产能逐步去化。 据乘联分会数据，8月1—17日，全国乘用车新能源市场零售50.2万辆，同比增长9%；全国乘用车新能 源市场零售渗透率58.0%，今年以来累计零售695.8万辆，同比增长28%。 浦银国际证券认为，1)今年下半年，中国新能源汽车行业销量将保持高速增长。在年初"两新"等政策带 动下，多家新势力车企在销量成长规模放大的过程中实现毛利率的改善，带动车企端盈亏平衡能见度大 幅提升。同时，车企在海外多个地区的稳步拓展，进一步加深中国车企的全球布局。2)中国新能源汽车 渗透率加速上扬，优质供给增加，竞争激烈程度依然较高。行业优质车型供给仍在增加，涵盖新能源汽 车细分市场和需求。 ...