欧盟拟限制中企参与医疗器械招标，外交部回应 据北京日报，6月3日，外交部发言人林剑主持例行记者会。法新社记者提问，据报道，欧盟拟根据《国际采购 工具》对中资企业采取限制性措施，中国企业未来5年可能将被限制参与价值超过500万欧元的欧盟医疗器械公 共招标项目。请问外交部对此有何评论？林剑表示，有关具体问题建议向中方的主管部门询问。我想指出的 是，中方始终坚持高水平对外开放，坚持维护市场经济原则和贸易规则，主张通过对话磋商解决贸易争端。欧 盟一贯标榜是全球最开放的市场，但事实上一步步走向保护主义，动辄付诸单边经贸工具，以公开竞争之名行 不公平竞争之实，是典型的双重标准。林剑表示，希望欧方恪守市场开放承诺和世贸组织规则，为中国企业提 供公平透明、非歧视的营商环境，推动中欧经贸关系健康稳定发展。中方将坚决维护中国企业的正当合法权 益。 ★ 金融机构 ★ 中信银行：获准筹建金融资产投资公司 ★ 宏观动态 ★ 工信部等五部门开展2025年新能源汽车下乡活动 6月3日，工业和信息化部办公厅等五部门发布关于开展2025年新能源汽车下乡活动的通知，选取满足乡村地区 使用需求、口碑好、质量可靠的新能源车型，开展展览展示、试乘驾驶 ...

截至6月3日收盘，无线充电概念下跌0.39%，位居概念板块跌幅榜前列，板块内，王子新材跌停，万安 科技、华阳集团、顺络电子等跌幅居前，股价上涨的有21只，涨幅居前的有复旦微电、显盈科技、英思 特等，分别上涨4.41%、3.16%、1.92%。 无线充电概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002735 | 王子新材 | -10.02 | 42.39 | -26640.29 | | 601127 | 赛力斯 | -1.04 | 1.19 | -9222.24 | | 600690 | 海尔智家 | -1.24 | 0.68 | -7901.88 | | 688385 | 复旦微电 | 4.41 | 2.11 | -4494.81 | | 600699 | 均胜电子 | -0.84 | 1.75 | -3782.58 | | 002590 | 万安科技 | -4.29 | 10.97 | -3701.82 | | 002600 | 领益智造 | 0.12 | 1.46 | - ...

赛力斯集团股份有限公司 2025年5月份产销快报 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。 赛力斯集团股份有限公司2025年5月产销数据如下： 注：1、本表为产销快报数据，最终数据以2025年审计数据为准。 2、2025年1-5月问界M9累计销量50,500辆，累计同比增长19.46%。 特此公告。 赛力斯集团股份有限公司董事会 证券代码：601127 证券简称：赛力斯 公告编号：2025-057 2025 年 6 月 4 日 单位：辆 产品名称 产量 销量 本月 本月同比 本年累计 累计同比 本月 本月同比 本年累计 累计同比 新能源汽车 40,499 9.01% 131,007 -18.57% 39,982 17.15% 126,022 -19.64% 其中：赛力斯汽车 37,475 5.76% 113,682 -21.97% 36,450 13.19% 108,788 -22.92% 其他车型 4,267 67.66% 21,106 -22.12% 4,170 -7.31% 22,239 -25.39% 合计 44 ...

一、证券市场回顾 南财金融终端数据显示，上周(5月26日—5月30日,下同)，上证综指周内下跌0.03%，收于3347.49点，最 高3368.63点；深证成指周内下跌0.91%，收于10040.63点，最高10142.94点；创业板指周内下跌1.4%， 收于1993.19点，最高2023.49点。在全球市场中，大部分主要指数上涨。纳斯达克综指上涨2.01%，道 琼斯工业指数上涨1.6%，标普500上涨1.88%。亚太地区，恒生指数下跌1.32%，日经225指数上涨 2.17%。 二、新股申购情况 上周有3只新股发行,详情见下表： 沪深两市的融资融券余额为17955.51亿元，其中融资余额17838.41亿元，融券余额117.1亿元。两市融资 融券余额较前一周减少3.35亿元。分市场来看，沪市两融余额为9132.48亿元，相较前一周减少5.89亿 元；深市两融余额8823.02亿元，相较前一周增加2.54亿元。 上周两市共有3402只个股有融资资金买入，共有25只个股买入金额超10亿元，其中比亚迪、胜宏科技、 赛力斯排名前三，买入金额分别54.71亿元、37.71亿元、29.27亿元。融资买入额前10个股详情 ...

Core Viewpoint - The construction of the Chengdu-Chongqing economic circle is a significant strategic decision made by the central government, emphasizing the need for close cooperation between Chongqing and Sichuan to enhance development capabilities and promote high-quality manufacturing development in Chongqing [1][5]. Industry Development - Chongqing is positioned as a key strategic point in the western development initiative, linking the Belt and Road Initiative and the Yangtze River Economic Belt, which enhances its role in national regional development and foreign trade [2]. - The manufacturing sector in Chongqing has unique structural characteristics and advantages, with a focus on technological innovation to drive high-quality development [1][5]. - The city is actively building a modern industrial system centered on advanced manufacturing, with significant investments in technological upgrades and the cultivation of strategic emerging industries [1][4][19]. Energy Sector - Chongqing is the only energy net-importing municipality in the western region, with energy playing a crucial role in its development. The city is focusing on innovation-driven and green low-carbon development, particularly in the fields of new energy and intelligent technology [4][10]. - The energy interconnection between Sichuan and Chongqing has shown significant results, with a notable increase in electricity exchange between the two regions [10][11]. Logistics and Trade - The construction of the Western Land-Sea New Corridor is vital for establishing a new pattern of open economy, facilitating the export of new energy products and enhancing logistics capabilities [12][15]. - The corridor has become a key channel for the export of Chongqing's new energy vehicles and photovoltaic products, with a reported 23.8% year-on-year increase in foreign trade exports of these "new three items" [12][15]. Automotive Industry - The automotive industry in the Chengdu-Chongqing region is showing strong resilience, with over 600 companies in the intelligent connected new energy vehicle supply chain, indicating a robust local supply network [7][8]. - Changan Automobile exemplifies the integration of local supply chains, with nearly 45% of its components sourced from the Sichuan-Chongqing region, expected to exceed 50% by 2025 [8]. New Energy and Storage - The establishment of the Hai Chen Energy storage base in Chongqing marks a significant step in the development of the new energy storage industry, with plans for a large-scale industrial park [20][21]. - The new energy vehicle production in Chongqing reached 953,200 units in 2024, reflecting a 90.5% year-on-year growth, significantly outpacing the national growth rate [19].

Core Viewpoint - The Chinese automotive industry is experiencing rapid expansion, but the issue of unreasonable capacity structure is becoming increasingly prominent, necessitating a redefinition of automotive capacity to optimize resource allocation and improve utilization rates [2][3][4]. Group 1: Capacity Structure Issues - Many companies possess large production capacities, yet their products fail to meet market demands due to quality and technology issues, resulting in low or even ineffective capacity [3][5]. - The automotive supply chain also reflects similar capacity structure problems, with local governments eager to attract manufacturers to boost local GDP and employment, leading to redundant construction and underutilized facilities [3][4]. - Historical context shows that capacity issues in the automotive industry have been recognized since 2006, with various measures proposed to control new vehicle projects and improve investment conditions [3][4]. Group 2: Need for Redefinition - A clear distinction between quality capacity, effective capacity, low-efficiency capacity, and ineffective capacity is essential for formulating precise industrial policies and guiding resources towards high-efficiency capacities [4][10]. - The current definitions and management models for automotive capacity are outdated, given the rapid evolution of the industry, particularly with the rise of electric vehicles and new technologies [4][10]. Group 3: Market Dynamics - Despite claims of overcapacity, the reality is that there is a significant gap in quality capacity, as evidenced by companies like BYD and new entrants like Li Auto and Xpeng, which are expanding production to meet demand [7][9]. - The automotive industry operates under a market economy where some degree of capacity redundancy is normal, influenced by uneven sales and the complexity of production processes [6][10]. Group 4: Policy and Government Role - The Ministry of Industry and Information Technology is promoting actions to support quality management and optimize capacity layout, encouraging resource integration among leading companies while phasing out underperforming enterprises [13]. - Government intervention should focus on setting standards for energy efficiency and environmental impact rather than directly controlling capacity through administrative approvals [11][12]. Group 5: Strategic Opportunities - The current environment presents opportunities for leading companies to acquire and repurpose underutilized capacities, transforming perceived overcapacity into strategic advantages [14][15]. - Exploring overseas markets and establishing local assembly lines can help alleviate domestic overcapacity while facilitating equipment upgrades in China [19].

Summary of Key Points Core Viewpoint - In May, domestic new energy vehicle manufacturers reported significant sales growth, with most companies achieving both year-on-year and month-on-month increases, highlighting the competitive landscape in the industry. Group 1: Sales Performance - Leap Motor led the new energy vehicle sector with a record delivery of 45,067 units in May, marking a year-on-year increase of over 148% and securing the top position for three consecutive months [2] - Li Auto delivered 40,856 units in May, reflecting a year-on-year growth of 16.7% and a month-on-month increase of 20.4%, ranking second among new energy vehicle manufacturers [2] - Aito's brand, under Huawei's HarmonyOS, delivered over 36,600 units in May, regaining the third position in the sales ranking [3] Group 2: Market Dynamics - The sales of new energy vehicles are increasingly supported by range-extended models, which are seen as a solution to range anxiety amid current battery technology limitations [1][2] - The competitive landscape is intensifying, with a monthly sales threshold of 20,000 units becoming a benchmark for new energy brands, while leading players are vying for sales above 40,000 units [1] Group 3: Strategic Initiatives - Leap Motor introduced a price reduction strategy during the Dragon Boat Festival, with significant discounts on its range-extended models [2] - Li Auto's sales growth was bolstered by the upgrade of its L series models and the implementation of a "Hundred Cities Star Plan" to expand its market reach [2] - The automotive market is experiencing a shift from traditional seasonal downturns to increased competition, driven by promotional activities and a focus on inventory clearance [5] Group 4: Financial Performance and Industry Trends - The financial performance of A-share automotive companies showed overall improvement in Q1, but significant disparities in net profit were noted, with leading companies dominating revenue and profit shares [5] - The industry is facing pressures from price competition and the transition to new energy, which may lead to further consolidation and restructuring within the market [5]

Investment Rating - The report maintains a positive investment outlook for the electric vehicle (EV) sector, particularly for companies with strong autonomous driving capabilities and competitive pricing strategies [13][14]. Core Insights - The overall automotive market showed steady growth in May 2025, with a year-on-year increase of 8.5% and a month-on-month increase of 5.4%, driven by a surge in consumer demand during the "May Day" holiday [5][6]. - New energy vehicle (NEV) penetration rate reached approximately 52.9%, with total NEV retail sales estimated at 980,000 units in May [5]. - The report highlights the significant growth in deliveries for several new energy vehicle manufacturers, with notable increases in year-on-year and month-on-month figures for companies like Li Auto and Xiaopeng [4][6][10]. Summary by Relevant Sections Market Overview - In May 2025, the total retail market size for narrow passenger vehicles was approximately 1.85 million units, with NEV sales contributing significantly to this growth [5]. - The report indicates that the automotive market is stabilizing, with various promotional strategies being employed by companies to boost sales [5]. Company Performance - **Leap Motor**: Delivered 45,067 units in May, a year-on-year increase of 148.1% and a month-on-month increase of 9.8%. The growth is attributed to strong product offerings in the 200,000 yuan price range [6][15]. - **Li Auto**: Reported 40,856 units delivered in May, reflecting a year-on-year increase of 16.7% and a month-on-month increase of 20.4%. The growth is linked to the launch of new models and an expanding charging network [7][9]. - **Xiaopeng**: Achieved 33,525 units in May, a year-on-year increase of 230.4% but a month-on-month decrease of 4.3%. The performance is driven by the popularity of the MONA M03 model [9][11]. - **NIO**: Delivered 23,231 units in May, with a year-on-year increase of 13.1% but a month-on-month decrease of 2.8%. The report notes the introduction of new models and upgrades in autonomous driving technology [10][12]. - **ZEEKR**: Reported 18,908 units delivered in May, a year-on-year increase of 1.6% and a month-on-month increase of 37.7% [11]. - **Xiaomi**: Delivered over 28,000 units in May, with the new SUV YU7 expected to launch in July 2025, targeting a competitive price range [11]. Technological Advancements - The report emphasizes the acceleration of end-to-end technology applications in autonomous driving, marking the beginning of a new era in smart driving capabilities [12]. - Companies like Xiaopeng and those associated with Huawei are leading the charge in the iterative development and promotion of smart driving technologies [12]. Investment Recommendations - The report suggests a focus on companies with advanced smart driving capabilities and strong product cycles, recommending stocks such as Geely, BYD, Xiaopeng, Li Auto, and Seres, while also advising to pay attention to Xiaomi [13][14].

Market Performance - During the trading days from May 26 to May 30, all three major A-share indices experienced declines, with the Shanghai Composite Index down by 0.03%, the Shenzhen Component Index down by 0.91%, and the ChiNext Index down by 1.4% [1] - On Friday, the Shanghai Composite Index fell by 0.47% to close at 3347 points, while the Shenzhen Component Index decreased by 0.85% to 10041 points [3] Stock Performance - A total of 32 stocks saw a price increase of over 30% this week, with Luqiao Information leading at a 94.2% increase. Other notable gainers included Shutai Shen with over 60% and several others exceeding 50% [4][5] - Conversely, only three stocks experienced a decline of over 20%, with Lijun Co. leading the drop at 21.89% [4][5] Trading Activity - 82 stocks had a turnover rate exceeding 100% during the week, with Xintiandi topping the list at 247.65%. Other high turnover stocks included Xue Ren Co. and Wangzi New Materials, both exceeding 200% [6][7] - The sectors with high turnover rates included pharmaceuticals, machinery, and light manufacturing [6] Fund Flows - The textile, environmental protection, and coal industries attracted significant capital inflows, while the electric equipment, automotive, machinery, electronics, and computer sectors saw net sell-offs exceeding 5 billion yuan [8] - Stocks with the highest net inflows included Shenghong Technology, Haige Communication, and Hushen Co., with net inflows of 6.76 billion yuan, 5.08 billion yuan, and 4.92 billion yuan, respectively [9] Margin Trading - A total of 1722 stocks received net buying through margin trading, with 597 stocks having net purchases exceeding 10 million yuan. BYD led with a net buying amount of 15.17 billion yuan [10][11] Institutional Research - 435 listed companies were researched by institutions this week, with Zhongwei Company receiving the most attention from 212 institutions [12][13] - 72 stocks were newly favored by institutions, with Sairis receiving a "strong buy" rating and a target price of 184.93 yuan [14][15]

Group 1 - The collaboration between Seres and Huawei is described as a "chemical reaction" that can lead to exponential changes in the automotive industry, particularly in the development of smart electric vehicles [2] - Seres has been working with Huawei since 2021 as the first car manufacturer to partner with Huawei's HarmonyOS, and the collaboration is expected to deepen and expand in the future [2] - Safety in smart electric vehicles is emphasized as a core issue, with the need to address new safety challenges arising from the transition to intelligent and electric vehicles [4] Group 2 - Zhang Xinghai, chairman of Seres, highlighted that smart safety is crucial for the development of new automotive productivity and is a fundamental pursuit in the automotive industry [4] - As of May 28, the AITO Wenjie vehicles have prevented potential collisions over 1.7 million times through their automatic emergency braking system, providing proactive services over 120,000 times [4] - The overall insurance costs for Wenjie models have decreased by 20%, with expectations for further reductions [4][5] Group 3 - Looking ahead, smart safety is seen as a foundational element for driving innovation in automotive technology and industry integration [5] - Seres plans to fully integrate technologies such as artificial intelligence, digital twins, and large models to promote the deep integration and evolution of technological innovation and smart safety [5]