截至6月30日，广汽集团股东户数13.58万，较上期增加1.03%；人均流通股0股，较上期增加0.00%。 2025年1月-6月，广汽集团实现营业收入426.11亿元，同比减少7.88%；归母净利润-25.38亿元，同比减 少267.39%。 分红方面，广汽集团A股上市后累计派现256.39亿元。近三年，累计派现39.74亿元。 机构持仓方面，截止2025年6月30日，广汽集团十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股1.20亿股，相比上期增加1987.11万股。华泰柏瑞沪深300ETF（510300）位居第九大流通 股东，持股3971.23万股，相比上期增加346.09万股。易方达沪深300ETF（510310）位居第十大流通股 东，持股2812.67万股，相比上期增加279.54万股。 责任编辑：小浪快报 10月20日，广汽集团涨0.52%，成交额2.56亿元。两融数据显示，当日广汽集团获融资买入额4243.29万 元，融资偿还4240.87万元，融资净买入2.41万元。截至10月20日，广汽集团融资融券余额合计25.60亿 元。 融资方面，广汽集团当日融资买入4243.29万元。当前 ...

【京东首次披露造车数据，将采用车电分离购车模式】 #京东首次披露造车细节##京东推车电分离购车 模式# 新京报贝壳财经讯（记者程子姣）10月20日，京东汽车此前宣布将联合宁德时代和广汽集团共同推出一 款"国民好车"的相关车辆细节曝光。 京东相关车辆预约页面显示，该车在车身结构方面，其采用高强度笼式车身设计，高强度钢占比超 70%，正面立体防护框架使车身抗冲击性提升18%；侧面配备一体式热成型双门环，采用特斯拉 Cybertruck同款侧面防护技术，搭配新国标机械式半隐藏安全门把手。在性能层面，车辆整备质量超同 级车型300kg，轮距超同级（同级别车辆）水平45mm、胎宽超同级水平10mm；麋鹿测试成绩超 75km/h。 新京报贝壳财经记者了解到，该车还将采用"车电分离"的购车模式，电池可充可换，换电时间将低至99 秒。 车型示意图仅供参考 最高返1,000京豆 > 自营 京东汽车 宁德时代 × 京东 × 广汽 国民好车【线上 发布会预告】 一年质保 / 青绿 · 咸碳 0 立即预约 2 等待抢购 > 11月09日 20:00 开始 11月09日 20:00 截止 呂 已选:待发布,1件 > e 小型轿车 0. ...

10月20日，京东汽车此前宣布将联合宁德时代和广汽集团共同推出一款"国民好车"的相关车辆细节曝 光。京东相关车辆预约页面显示，该车在车身结构方面，其采用高强度笼式车身设计，高强度钢占比超 70%，正面立体防护框架使车身抗冲击性提升18%；侧面配备一体式热成型双门环，采用特斯拉 Cybertruck同款侧面防护技术，搭配新国标机械式半隐藏安全门把手。在性能层面，车辆整备质量超同 级车型300kg，轮距超同级（同级别车辆）水平45mm、胎宽超同级水平10mm；麋鹿测试成绩超 75km/h。记者了解到，该车还将采用"车电分离"的购车模式，电池可充可换，换电时间将低至99秒。 （贝壳财经） ...

自京东宣布联合广汽集团（601238）、宁德时代（300750）共同推出"国民好车"以来，该车型引发了消费者和 行业的广泛关注。 | < Q 京东汽车 | 搜索 | Q 京东汽车 | < | 搜索 | | --- | --- | --- | --- | --- | | 美国。 行业要求v 职位要求 ▼ | 排序 ~ | 行业要求。 职位要求 ▼ | 全国、 | 排序。 | | 京东汽车-采销岗 途林 | 25k-45k · 19薪 | | 汽车后市场商品总监 金牌 | 30k-60k · 19薪 | | 京东 · 已上市 · 1万人以上 | | | 京东 · 已上市 · 1万人以上 | | | 北京 本科及以上 5-10年 | | | 北京 本科及以上 10年以上 | | | 1 任原 Nick · 人才引进 | 感兴趣 | | 王雷俏·HRBP | 感兴趣 | | 汽车配件采销经理 | 20k-40k · 19薪 | | 京东汽车一后端开发工程 | 25k-35k · 20薪 | | 京东 · 已上市 · 1万人以上 | | | Un | | | 北京 本科及以上 5-10年 | | | 京东 · 已上市 ...

据此前报道，这款由京东汽车宣布联合宁德时代旗下的时代电服和广汽集团共同推出的新车，根据披露的定位和车辆配置，预估定价在10万元-12万元之 间。按规划，该车将于京东双十一期间正式发布，并由京东进行独家销售，在车型方面，有望将采取"巧克力换电"模式，预计为广汽埃安换电车型。 此外，天眼查App显示，北京京东叁佰陆拾度电子商务有限公司已申请注册多枚"京东汽车""京东汽车 JD AUTO""京东汽车 CAR.JD.COM"商标，国际分类 为运输工具、科学仪器、广告销售等，当前部分商标已注册成功。 10月20日，京东在车辆预约页面更新部分数据信息，披露数据主要以车身制造工艺及数据为主。据悉，车身结构方面，其采用高强度笼式设计，高强度钢 占比超70%，正面立体防护框架使车身抗冲击性提升18%；侧面配备一体式热成型双门环，采用与特斯拉Cybertruck同源技术，并搭配新国标机械式半隐 藏安全门把手。性能层面，车辆整备质量超同级车型300kg，轮距宽于行业45mm、胎宽多出10mm，麋鹿测试成绩超75km/h。 | 概在用的整业理 | 四公司 值合刻 WANT WSLive | | | | | --- | --- | - ...

该车的预约界面已经公布了部分车辆信息。这款新车采用高强度笼式车身、高强度钢占比 > 70%，配备 新国标机械式半隐藏安全门把手，号称"无惧撞击断电"。 【京东官方宣布：#京东汽车搭载机械式半隐藏门把手#】在 10 月 14 日的京东 11.11 全球好物节发布会 上，京东宣布联合宁德时代、广汽共同推出一款"国民好车"。该车将于双 11 期间正式发布，并于京东 平台开启独家销售。 官方介绍，该车整备质量超同级车 300kg，轮距超同级水平 45mm，胎宽超同级水平 10mm，120km/h 高速路段变道稳如磐石，麋鹿测试 75km/h 以上。 6 @新浪科技 。轮距超同级水平45mm 。胎宽超同级水平10mm 。 抓地力强 更重 。整备质量超同级车300kg 更稳 。120km/h高速路段变道 稳如磐石 (请退守交通法规,安全文明驾驶) 。廣鹿測试75km/h以上 更宽 此外，该车还支持宁德时代旗下的巧克力换电，采用全新的"车电分离"购车模式。电池可充可换，换电 时间低至 99 秒；电池承诺只换不修（电池订阅模式）。 国民好车 高强度笼式车身 360°无死角守护 高强度钢占比 > 70% -体式热成型双门环 特 ...

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600104 上汽集团 | | 1877.56万 | 4.10% | -2206.70万 | -4.82% | 329.14万 | 0.72% | | 601633 长城汽车 | | 1505.08万 | 5.14% | -803.42万 | -2.75% | -701.66万 | -2.40% | | 601238 广汽集团 | | 1107.38万 | 4.33% | 54.35万 | 4 0.21% | -1161.73万 | -4.54% | | 600733 北汽蓝谷 | | -1418.81万 | -2.65% | 1843.19万 | 3.45% | -424.38万 | -0.79% | | 601127 赛力斯 | | -6351.61万 | -2.39% | 1672.43万 | 0.63% | 4679.18万 | 1.76% | | 0005 ...

Group 1: New Car Launches - Wei brand Gaoshan 7 launched with a price of 285,800 yuan, featuring a size of 5050/1960/1900mm and a wheelbase of 3085mm, positioned as a large 7-seater MPV [2][3][6] - New IM LS6 Super Range 52Max+ version launched at a limited price of 229,900 yuan, equipped with a 52kWh lithium iron phosphate battery and a CLTC pure electric range of 370km [2][23] - New GAC Trumpchi M8 Master Edition launched with prices ranging from 269,900 to 289,900 yuan, featuring a size of 5251/1893/1823mm and a wheelbase of 3070mm [2][24][26] - New Dongfeng Nano 01 launched with a limited price of 58,800 to 88,800 yuan, featuring a size of 4020/1810/1570mm and a wheelbase of 2663mm [2][33][37] - Dongfeng Yipai 008 five-seater version launched at a limited price of 159,900 to 171,600 yuan, featuring a size of 5002/1972/1732mm and a wheelbase of 3025mm [2][40][43] - Chery Fengyun T11 pre-sale started with a pre-sale price of 199,900 to 264,900 yuan, featuring a size of 5205/1998/1800mm and a wheelbase of 3120mm [2][46][50] - New Jihu Alpha T5 pre-sale started with a pre-sale price of 123,800 to 162,800 yuan, featuring a size of 4760/1936/1650mm and a wheelbase of 2845mm [2][57][61] - Beijing Hyundai EO Yiou pre-sale started with a pre-sale price of 130,000 to 150,000 yuan, featuring a size of 4615/1875/1673mm and a wheelbase of 2750mm [2][68][70] Group 2: Company Developments - XPeng Huaitian's "land aircraft carrier" debuted in the Middle East, receiving 600 orders and planning to enter the market by 2027 [2][80][83] - Toyota's new Corolla design revealed, resembling the design of HiPhi [2][84][88] - GAC and Huawei jointly developed Qijing Automobile, with the first product's design finalized [2][89][91] - Tesla's Model Y standard version rolled off the production line in Texas, with a starting price of approximately 285,000 yuan [2][92][99] - Bosch's mid-level intelligent driving system has been delivered in bulk, marking a significant step in the integration of intelligent features in fuel vehicles [2][100][102]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The penetration rate of China's new energy vehicle market exceeded 30% in 2023 and 50% in 2024. In 2025, high - competitiveness new models continue to be launched, and price wars are gradually ending. - Overseas markets face risks from trade protectionism in Europe and the US, so new growth points such as the Belt and Road countries and the Middle East should be focused on. - In the competitive landscape, the market share of domestic brands continues to expand. Attention should be paid to companies with strong product strength, smooth overseas expansion, and stable supply [5][121]. 3. Summary According to the Directory 3.1 Financial Market Tracking - The weekly price changes of relevant sectors and listed companies are presented. Among listed companies, some vehicle manufacturers like BYD, Great Wall Motor, and SAIC Motor had price drops, while GAC Group and Chang'an Automobile had price increases. In the battery and materials sector, companies such as Contemporary Amperex Technology Co., Limited (CATL) and EVE Energy Co., Ltd. had price drops, and Do - fluoride New Materials Co., Ltd. had a price increase [13][16]. 3.2产业链数据跟踪 3.2.1 China New Energy Vehicle Market Tracking - **Sales and Exports in the Chinese Market**: In September, China's new energy vehicle sales were 1.604 million, a year - on - year increase of 24.6%. From January to September, cumulative sales were 11.228 million, a year - on - year increase of 34.9%. In September, exports were 222,000, a year - on - year doubling, and from January to September, cumulative exports were 1.758 million, a year - on - year increase of 89.4%. From October 1 - 12, new energy vehicle retail sales decreased by 1% year - on - year, and cumulative retail sales this year increased by 23% year - on - year [3][110][111][112][113]. - **Inventory Changes in the Chinese Market**: Relevant data on new energy vehicle inventory changes are presented, including channel inventory and manufacturer inventory [26]. - **Delivery Volume of Chinese New Energy Vehicle Manufacturers**: Data on the monthly delivery volumes of various new energy vehicle manufacturers such as Leapmotor, Li Auto, XPeng, and NIO are presented [29]. 3.2.2 Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: From January to August, global new energy vehicle sales increased by 30.6% year - on - year to 13.257 million. Europe and other regions had strong growth. Europe's cumulative sales were 2.442 million, with a year - on - year growth rate of 30.8%, and other regions' cumulative sales were 665,000, with a year - on - year growth rate of 50.6%. The North American market's cumulative sales were 1.205 million, with a year - on - year growth rate of 4.8% (from January to September, cumulative sales were 1.399 million, with a year - on - year growth rate of 8.3%). The US had record - high new energy vehicle sales and penetration rates in August and September due to the expiration of the federal electric vehicle tax credit on September 30 [4][119]. - **European Market**: Europe's new energy vehicle market had a relatively strong growth, with cumulative sales of 2.442 million from January to August, a year - on - year growth rate of 30.8% [4][119]. - **North American Market**: The North American market had relatively slow growth in the early stage, with a cumulative sales of 1.205 million from January to August, a year - on - year growth rate of 4.8% (from January to September, cumulative sales were 1.399 million, with a year - on - year growth rate of 8.3%). The US had record - high sales and penetration rates in August and September [4][119]. - **Other Regions**: Other regions had a relatively high growth rate, with cumulative sales of 665,000 from January to August, a year - on - year growth rate of 50.6% [4][119]. 3.2.3 Power Battery Industry Chain - Data on power battery installation volume, export volume, weekly average price of battery cells, material cost, and the operating rates and prices of various battery materials are presented [79]. 3.2.4 Other Upstream Raw Materials - Data on the daily prices of raw materials such as rubber, glass, steel, and aluminum are presented [100]. 3.3 Hot News Summary 3.3.1 China: Policy Dynamics - The National Development and Reform Commission and other departments issued the "Three - Year Doubling Action Plan for the Service Capacity of Electric Vehicle Charging Facilities (2025 - 2027)", aiming to build 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the charging needs of over 80 million electric vehicles. - The Ministry of Industry and Information Technology organized the formulation and revision of relevant regulations to improve the access requirements for vehicle production enterprises and products, promote the improvement of product quality and safety, and adapt to the development trend of the automotive industry [108][109]. 3.3.2 China: Industry Dynamics - In September, China's automobile sales were 3.226 million, a year - on - year increase of 14.9%, and new energy vehicle sales were 1.604 million, a year - on - year increase of 24.6%. From January to September, automobile production and sales were 24.333 million and 24.363 million respectively, with year - on - year increases of 13.3% and 12.9%. New energy vehicle production and sales were 11.243 million and 11.228 million respectively, with year - on - year increases of 35.2% and 34.9%. - In September, automobile exports were 652,000, a year - on - year increase of 21%, and new energy vehicle exports were 222,000, a year - on - year doubling. From January to September, automobile exports were 4.95 million, a year - on - year increase of 14.8%, and new energy vehicle exports were 1.758 million, a year - on - year increase of 89.4%. - From October 1 - 12, new energy vehicle retail sales decreased by 1% year - on - year, and cumulative retail sales this year increased by 23% year - on - year. - In September, China's power battery installation volume was 76 GWh, a year - on - year increase of 39.5%. From January to September, the cumulative installation volume was 493.9 GWh, a year - on - year increase of 42.5% [110][111][112][113][114]. 3.3.3 Overseas: Policy Dynamics - Germany extended the electric vehicle tax exemption period from the end of 2030 to the end of 2035 and will launch a new pure - electric vehicle subsidy plan in 2026, with a maximum subsidy of 4,000 euros. This is a resumption of support for electric vehicle purchases since the end of the previous subsidy policy in December 2023 [4][120]. 3.4 Industry Views - In the domestic market, from October 1 - 12, new energy vehicle retail sales decreased by 1% year - on - year, and cumulative retail sales this year increased by 23% year - on - year. In September, new energy vehicle sales were 1.604 million, a year - on - year increase of 24.6%, and cumulative sales were 11.228 million, a year - on - year increase of 34.9%. - Policy - wise, the goal is to build 28 million charging facilities nationwide by the end of 2027. - In the global market, from January to August, new energy vehicle sales increased by 30.6% year - on - year. Europe and other regions had strong growth, while the North American market had relatively slow growth. Germany extended the tax exemption period and will restart the subsidy policy [3][4][118][119][120]. 3.5 Investment Suggestions - China's new energy vehicle market penetration rate has reached a high level. In 2025, high - competitiveness new models are continuously launched, and price wars are ending. - Overseas markets face trade protectionism risks, so attention should be paid to new growth points such as the Belt and Road countries and the Middle East. - In the competitive landscape, domestic brands' market share is expanding, and attention should be paid to companies with strong product strength, smooth overseas expansion, and stable supply [5][121].

Investment Rating - The report maintains a positive investment rating on the automotive sector, particularly focusing on robotics as the main investment theme for Q4 [3][4]. Core Insights - The automotive market remains optimistic despite short-term adjustments and concerns over US-China trade tensions. The bullish trend is expected to continue, with robotics being a key investment focus [4]. - The report highlights several catalysts that could drive future growth, including Tesla's product iterations, North American giants' market entry, domestic star companies' expansions, and supportive industrial subsidy policies [4]. Data Tracking - In early October, the discount rate slightly decreased to 9.5%, with a discount amount of 21,384 yuan, reflecting a year-on-year increase of 2,937 yuan [6]. - The report tracks various automotive components and companies, recommending several key players in the automotive parts and robotics sectors, including Minth Group, Top Group, and others [8]. Industry News - In September, the retail sales of passenger cars reached 2.241 million units, a year-on-year increase of 6.3%, with cumulative sales for the year reaching 17.004 million units, up 9% [33]. - The report notes that the production and sales of automobiles in September exceeded 3 million units for the first time in history, with year-on-year growth rates remaining above 10% for five consecutive months [33][34]. - The report also mentions significant developments in the electric vehicle sector, with domestic brands accounting for 59.5% of electric vehicle exports in the first three quarters [33].