Investment Rating - The report maintains a neutral investment rating for the automotive and parts industry [5] Core Insights - July saw a seasonal decline in automotive sales, with a mixed performance among manufacturers. The report highlights the importance of focusing on strong alpha vehicle manufacturers and the robotics supply chain [1][11] - The report anticipates that competitive domestic brands and new forces in intelligent driving technology will continue to gain market share by 2025. It also expects some state-owned enterprises to reverse their difficulties through reforms and enhanced cooperation [14] - The report suggests continued attention to certain automotive state-owned enterprises and companies within the humanoid robotics chain, Huawei's supply chain, Xiaomi's supply chain, T chain, and intelligent driving industry chain [2][14] Summary by Sections Sales Tracking - In July, domestic narrow passenger vehicle retail sales were approximately 1.85 million units, a year-on-year increase of 7.6% but a month-on-month decline of 11.2%. New energy vehicle retail sales were estimated at about 1.01 million units, with a year-on-year growth of 15.0% and a month-on-month decline of 9.1% [8][11] - The report notes that July is traditionally a slow season for the industry, influenced by manufacturers' efforts to meet half-year sales targets in June and high temperatures in July. Overall market performance was subdued, but the second half of the year is expected to see stable growth due to consumer promotion policies and new vehicle launches [11][12] Company Performance - Among the domestic brands, only Geely reported a month-on-month sales increase in July, while other major brands like BYD, Chery, Changan, and Great Wall experienced declines. New force brands such as Hongmeng Zhixing, Leap Motor, and Xpeng saw significant sales growth, with Xpeng achieving a record monthly delivery of 36,717 units, a year-on-year increase of 229% [12][19] - The report emphasizes that in a weak overall market, companies with strong capabilities in technology, brand building, cost control, and marketing channels are likely to gain more market share [12][19] Robotics Industry - Zhiyuan Robotics received strategic investment from international groups, indicating a positive outlook for the robotics supply chain. The company is expanding into overseas markets and has begun commercializing humanoid robots in China [13][14] - The report suggests that the robotics sector is poised for a turning point, with multiple favorable developments in orders and capital, and recommends continued attention to companies in the robotics supply chain [13][14] Investment Recommendations - The report recommends focusing on companies such as SAIC Motor, JAC Motors, BYD, Seres, Changan Automobile, China National Heavy Duty Truck Group, and Yutong Bus, as well as various parts suppliers like New Spring, Silver Wheel, and others [2][15][16]

行车综合避障赛项在封闭测试道路中进行，车辆在激活组合驾驶辅助功能后，在动态突发"鬼探头"、静 态障碍物、道路施工等场景下，检验参赛车辆"感知-决策-执行"的综合能力。本赛项设置5个细分科 目，包括施工避让、故障车避让、有遮挡的行人横穿3个基础科目，以及最高避障巡航速度、掉落货物 避障2个挑战科目。 基础科目着重检验参赛车辆执行综合任务的能力和复杂场景下的避障能力。挑战科目着重检验参赛车辆 在最高巡航速度条件下的避障能力。泊车辅助赛项包括平行、垂直和斜列式3种标准车位。着重检验参 赛车辆在暗光环境、动态儿童假人干扰条件下，无人工干预的泊入能力。 来源：光明网 8月2日，2025长三角（昆山）智能网联新能源汽车赛道在昆山玛吉斯测试场落幕。本次大赛由中国软件 评测中心（工业和信息化部软件与集成电路促进中心）和昆山高新集团有限公司联合主办，智能网联驾 驶测试与评价工业和信息化部重点实验室承办，赛事吸引了小米、比亚迪、赛力斯、吉利等车企的24款 车型参赛。 大赛贯彻"以赛促研，以赛促用"的方针，评估参赛车辆的行车避障与泊车辅助功能实际表现，定位技术 瓶颈、明确优化方向，驱动自动驾驶算法迭代升级，提升产品人机交互体验及系 ...

最近三个交易日，30日-1日，赛力斯分别获融资买入2.45亿元、3.40亿元、3.22亿元。 融券方面，当日融券卖出0.79万股，净买入0.43万股。 8月1日，沪深两融数据显示，赛力斯获融资买入额3.22亿元，居两市第37位，当日融资偿还额3.41亿 元，净卖出1920.29万元。 ...

Core Viewpoint - The "2025 Automotive New Quality Productivity Development Forum" highlighted the importance of new quality productivity in driving economic and social development, particularly in the automotive industry, which is seen as a pillar of the national economy [3][4]. Industry Overview - In 2024, China's new energy vehicle production and sales are projected to reach 12.888 million and 12.866 million units, respectively, representing year-on-year growth of 34.4% and 35.5% [3]. - The automotive industry is undergoing a significant transformation, with a focus on electric and intelligent development as key directions [4]. Technological Innovation - The automotive sector is urged to strengthen technological self-reliance and innovation, particularly in critical areas such as automotive-grade chips and solid-state batteries [4][5]. - Companies like Changan Automobile and GAC Group are making strides in technological advancements, including the development of a 400Wh/kg solid-state battery and the introduction of AI-driven manufacturing processes [7][8]. ESG Development - The automotive industry is increasingly focusing on ESG (Environmental, Social, and Governance) practices, with 78% of A-share automotive manufacturers having released their 2024 ESG reports by July 22 [5]. - The industry is encouraged to transition from passive compliance to proactive leadership in ESG initiatives to enhance core competitiveness [5]. Global Strategy - Chinese automotive companies are actively pursuing global market opportunities, with products tailored for international consumers, such as the S05 model designed for overseas markets [8]. - There is a call for a comprehensive strategy to enhance the international presence of Chinese automotive brands through technology and supply chain collaboration [8]. Collaborative Ecosystem - The establishment of collaborative frameworks among industry stakeholders aims to enhance market analysis, policy interpretation, and trend forecasting [9]. - The forum recognized 25 exemplary cases of new quality productivity in the automotive sector, showcasing trends in technological transformation and providing replicable solutions for industry challenges [9][10].

Investment Rating - The report does not explicitly state an investment rating for the automotive industry or the embodied intelligence sector Core Insights - The embodied intelligence sector is entering a rapid implementation phase as of 2025, with multiple manufacturers planning mass production of robots across various applications [12][16][18] - The automotive industry is actively integrating embodied intelligence into its supply chain, leveraging existing technological advancements and manufacturing capabilities [34][37] - Government policies across various provinces are increasingly supportive of the embodied intelligence and robotics industries, aiming to foster innovation and market expansion [17][21][18] Summary by Sections 1. Rapid Development of Embodied Intelligence - The period from 2020 to 2025 marks a significant evolution in embodied intelligence, driven by advancements in AI and robotics, particularly following the release of OpenAI's ChatGPT3 [11] - Major manufacturers like Tesla and Xiaomi are entering the market, with Tesla predicting a production capacity of over 5,000 units by 2025 and 50,000 units by 2026 [13][16] - The demand for robots in various sectors is projected to grow significantly, with manufacturing being a primary area for automation due to its repetitive tasks [25][27] 2. Integration of Automotive and Embodied Intelligence - The automotive industry is leveraging its existing technological expertise in areas such as sensor fusion and control algorithms to facilitate the development of embodied intelligence [34][37] - Over ten automotive manufacturers are actively pursuing the embodied intelligence sector through self-development and strategic investments [36][37] - The shared supply chain for components like sensors and chips between automotive and robotics sectors is expected to reduce costs and enhance production efficiency [43][49] 3. Government Support and Policy Framework - Various provinces, including Shenzhen and Beijing, have introduced policies to support the development of embodied intelligence, focusing on technology breakthroughs and ecosystem building [17][21][18] - The policies aim to create a conducive environment for innovation, with specific targets for industry scale and technological advancements by 2027 [18][21] - The report highlights a collaborative approach among regions to drive the growth of the embodied intelligence sector, emphasizing the importance of technology and market integration [18][21]

赛力斯（601127.SH）8月1日在投资者互动平台表示，公司已建成三座智慧工厂，拥有先进的智能终 端，实现高度自动化生产。例如超级工厂可实现超3000台机器人智能协同，实现关键工序100%自动 化。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问，赛力斯工厂有大量的机器人在工作，请问这些 机器人是外购的还是自研的？ ...

证券之星消息，8月1日乘用车板块较上一交易日上涨0.75%，北汽蓝谷领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600733 | 北汽蓝谷 | 8.80 | 8.37% | 406.30万 | 35.44 Z | | 000572 | 海马汽车 | 4.44 | 1.37% | 48.43万 | 2.15亿 | | 601127 | 赛力斯 | 128.45 | 1.21% | 14.16万 | 18.16 Z | | 002594 | 比亚迪 | 105.80 | 0.53% | - 36.23万 | 38.17亿 | | 601633 | 长城汽车 | 21.70 | 0.32% | 13.22万 | 2.87亿 | | 600104 | 上汽集团 | 17.23 | 0.29% | 39.54万 | 6.81亿 | | 601238 | 广汽集团 | 7 ...

天眼查资料显示，赛力斯汽车有限公司，成立于2012年，位于重庆市，是一家以从事汽车制造业为主的 企业。企业注册资本1063727.9999万人民币。通过天眼查大数据分析，赛力斯汽车有限公司共对外投资 了9家企业，参与招投标项目25次，财产线索方面有商标信息525条，专利信息3233条，此外企业还拥有 行政许可132个。 专利摘要显示，本申请公开一种JSON数据的展示方法、装置、设备、介质及程序产品，涉及计算机技 术领域，该方法包括：先确定待展示的JSON数据的第i条内容的第j层级内容，判断其value值类型是否 为对象，如果是对象，则将第i条内容的key值，作为第j层级表格的第i个表头值，再判断第i条内容的key 值对应的value值格式是否为JSON格式，如果是则将第j层级表格的第i个表格值设置为第i个跳转控件， 确定待展示的JSON数据的第i条内容的第j+1层级内容，如果不是则将第i条内容的value值，作为到第j层 级表格的第i个表格值，根据各个层级的表头值和表格值，确定目标表格，最后进行展示。 金融界2025年8月1日消息，国家知识产权局信息显示，赛力斯汽车有限公司申请一项名为"一种JSON数 据的展 ...

天眼查资料显示，成都赛力斯科技有限公司，成立于2021年，位于成都市，是一家以从事软件和信息技 术服务业为主的企业。企业注册资本500万人民币。通过天眼查大数据分析，成都赛力斯科技有限公司 共对外投资了1家企业，专利信息324条，此外企业还拥有行政许可1个。 金融界2025年8月1日消息，国家知识产权局信息显示，成都赛力斯科技有限公司取得一项名为"一种视 频生成方法、装置、电子设备及存储介质"的专利，授权公告号CN119743660B，申请日期为2025年03 月。 ...

Core Insights - Chongqing Silis Phoenix Intelligent Technology Co., Ltd. has applied for a patent titled "Vehicle Diagnosis Response Method, Device, Electronic Equipment, and Storage Medium" with publication number CN120406392A, filed on April 2025 [1] Company Overview - Chongqing Silis Phoenix Intelligent Technology Co., Ltd. was established in 2023 and is located in Chongqing, primarily engaged in technology promotion and application services [1] - The company has a registered capital of 122.225 million RMB [1] - According to Tianyancha data analysis, the company has participated in one bidding project and holds 2,415 patent records, in addition to one administrative license [1]