证券之星消息，8月14日乘用车板块较上一交易日下跌0.65%，海马汽车领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | --- | --- | --- | --- | --- | --- | | 600104 | 上汽集团 | 18.06 | 0.39% | 66.11万 | 11.95 Z | | 002594 | 比亚迪 | 106.37 | -0.43% | 41.95万 | 44.78 Z | | 601127 | 赛力斯 | 128.00 | -0.71% | 14.21万 | 18.29 Z | | 000625 | 长安汽车 | 12.88 | -1.15% | 86.90万 | 11.26亿 | | 601633 | 长城汽车 | 22.95 | -1.25% | 21.90万 | 5.05亿 | | 601238 | 广汽集团 | 7.50 | -1.45% | 31.24万 | 2.36亿 | | 600733 | 北汽 ...

Core Viewpoint - The collaboration between GAC Group and Huawei through the Huawang Automotive project is accelerating, with recent developments including a city recruitment plan and a significant capital increase from GAC Aion to Huawang Automotive [1][5][9]. Group 1: Huawang Automotive's City Recruitment Plan - Huawang Automotive has officially launched a city recruitment plan covering 40 cities across five major regions, including key cities like Guangzhou, Shenzhen, Beijing, and Shanghai [1][3]. - Each city aims to recruit 1-2 partners, with further batches to follow after the initial recruitment is completed [1]. Group 2: Sales Channel Innovation - Huawang Automotive has introduced an innovative sales channel model called "1+N" agency system, focusing on user-centered core automotive city business circles and decentralized experience centers in high-traffic areas [3][4]. - The recruitment criteria for partners are stringent, targeting top 100 national and regional dealers with experience in luxury brands or new energy operations, and requiring specific qualifications to ensure after-sales capabilities [3]. Group 3: Capital Increase from GAC Aion - GAC Aion has agreed to increase its investment in Huawang Automotive by 600 million RMB, resulting in GAC Group holding 100% of Huawang's equity [5][8]. - This capital increase is aimed at enhancing the synergy of GAC's self-owned brands and improving resource utilization efficiency [8]. Group 4: Strategic Implications of the Investment - The investment signals a strong endorsement of the collaboration between Huawei and GAC, positioning Huawang as a key player in GAC's strategy for high-end smart electric vehicles [9][10]. - GAC Aion's role in this investment reflects an optimization of internal resources and a strategic focus on high-end intelligent exploration, with potential for future valuation benefits if the Huawang project succeeds [10].

作为广汽集团在增程领域的最新成果，"星源增程"技术聚焦增程车亏电状态下的核心痛点，针对性解决 油耗偏高、动力不足、噪声振动明显等问题。其核心配置包括广汽自研的高效增程器，动力性能上搭 载"曲轴直连油冷发电机"，静音效果方面，则通过降低发动机转速波动、优化电机电磁力，配合定位停 缸等先进技术实现无感启停，大幅提升驾乘静谧性。 值得注意的是，广汽在增程技术领域已有着深厚积累。早在2010年，广汽便率先开展相关研究，成功研 发并量产广汽传祺GA5 REV增程式纯电动轿车。 凤凰网科技讯 8月14日，广汽集团（601238）宣布，将于8月19日举办广汽星源增程技术发布会。发布 会当日，搭载"星源增程"技术的首款量产车型——昊铂HL增程版也将正式上市。 此外，广汽还自研了AI能量控制平台，通过全域能量管理、智能补电调节、智能能量回收、瞬时最优 分配四大策略，对车辆的能源进行精细化管理，进一步优化增程系统效能。 ...

8月13日下午，广汽集团公告，董事会会议审议通过了《关于广汽埃安投资华望汽车的议案》。同意控股子公司广汽埃安新能源汽车股份有限公司（简称"广 汽埃安"）向华望汽车技术（广州）有限公司（简称"华望汽车"）增资6亿元。完成本次增资后，广汽集团直接持有华望汽车71.43%股权，通过广汽埃安间接 持有华望汽车28.57%股权。 今年1月10日，广汽发布公告称，第六届董事会第78次会议审议通过《关于GH项目的议案》，同意公司投资设立GH项目公司，并以新公司为载体，与华为 在多个领域展开全面合作；3月18日，由广汽投资设立的新公司华望汽车技术（广州）有限公司正式成立。 据了解，华望汽车将打造面向30万元级高端市场的产品，首款车型预计将于2026年面世。 同日，广汽宣布华望汽车城市招募计划正式启动，优先招募城市为北京、天津、上海、南京、深圳、成都、重庆、武汉等40城。据介绍，华望汽车坚持少商 多店原则，以"1+N"（用户中心+体验中心）渠道模式进行网点布局。 华望汽车是广汽与华为合作的载体。去年11月30日，广汽和华为签署深化合作协议，宣布将在传祺、埃安和昊铂之外，打造一个全新的高端智能新能源汽车 品牌。广汽将以新品牌为载 ...

太仓港7月汽车出口量43.57万辆，创同期历史新高 ◆国内新闻 财政部："双贴息"政策期限一年，到期后将视情况研究是否延长 8月13日，财政部副部长廖岷在国新办新闻发布会上表示，个人消费贷款财政贴息政策是中央财政首次对个人消费贷款进行 贴息。贴息对象为居民使用相关贷款经办机构个人消费贷款中实际用于消费的部分，包括单笔5万元以下的日常消费，以及单笔 5万元及以上的家用汽车、养老生育、教育培训、文化旅游、家居家装、电子产品和健康医疗等重点领域消费。贴息比例为1个 百分点，大体为当前商业银行个人消费贷款利率水平的三分之一，政策实施1年。同步实施服务业经营主体贷款贴息政策，贴息 比例为1个百分点，可贴息1年。两项政策到期后，将开展效果评估，研究视情延长政策期限、扩大支持范围和调整贷款经办范 围。 市场监管总局、工信部：加强智能网联新能源汽车产品召回、生产一致性监督管理与规范宣传 8月13日，市场监管总局公开征求《市场监管总局 工业和信息化部关于加强智能网联新能源汽车产品召回、生产一致性监督 管理与规范宣传的通知（征求意见稿）》的意见。其中提到，企业在组合驾驶辅助系统或功能命名及营销宣传中，不得暗示消 费者可以视其为自 ...

Regulatory Developments - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have drafted a notice to clarify that driving assistance systems cannot be marketed as autonomous driving features, aiming to prevent misleading consumers [1] - Companies are required to strictly manage OTA upgrades and are prohibited from pushing unverified software or concealing defects through OTA [1] Automotive Market Performance - From August 1 to 10, the retail sales of passenger cars in China reached 452,000 units, a 6% increase compared to the previous month, but a 4% decrease year-on-year [1] - Cumulative retail sales for the year reached 13.198 million units, reflecting a 10% year-on-year growth [1] - Wholesale sales during the same period totaled 403,000 units, marking a 16% year-on-year increase but a 3% decrease from the previous month [1] Company Announcements - NIO's chairman Li Bin announced that the G318 Sichuan-Tibet battery swap route will be fully operational soon, with a personal inspection planned for August 15 [1] - GAC Group approved a capital increase of 600 million yuan for GAC Aion to acquire a 71.43% stake in Huawang Automotive [3] - GAC Group launched a city recruitment plan for Huawang Automotive, focusing on 40 cities including Beijing and Shanghai, adhering to a "few dealers, many stores" principle [4] Sales Performance - Dongfeng Nissan reported a 19.4% year-on-year increase in July sales, totaling 52,655 units, with the Nissan brand alone achieving a 27.5% increase [5] - The new Deep Blue L07 model was launched, featuring Huawei's advanced driving technology, with prices ranging from 145,900 to 165,900 yuan [7] International Market Trends - In Vietnam, hybrid vehicle sales surged by 72% year-on-year in July, reaching 7,112 units, marking the highest growth rate among vehicle types [10] Tesla Developments - Tesla's Robotaxi service in Austin is set to open to the public in September, following a limited rollout in June [8] - Following the halt of the Dojo AI project, Tesla has restructured its engineering team, redistributing personnel to various departments focused on software and hardware development [8]

Group 1 - As of the end of July, the broad money supply (M2) in China reached 329.94 trillion yuan, a year-on-year increase of 8.8% [1] - The narrow money supply (M1) was 111.06 trillion yuan, growing by 5.6% year-on-year [1] - The cash in circulation (M0) amounted to 13.28 trillion yuan, with a year-on-year growth of 11.8% [1] - In the first seven months, net cash injection was 465.1 billion yuan, and new RMB loans increased by 12.87 trillion yuan [1] - The social financing scale increased by 23.99 trillion yuan in the first seven months, exceeding the previous year's figure by 5.12 trillion yuan [1] Group 2 - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued guidelines to prevent misleading marketing of advanced driver-assistance systems as autonomous driving systems [1] - Companies are required to avoid exaggerating vehicle performance in their advertisements to prevent consumer misuse [1] Group 3 - The National Development and Reform Commission has allocated 188 billion yuan in special long-term bonds to support equipment upgrades across various sectors, impacting approximately 8,400 projects and driving total investment over 1 trillion yuan [2] - Tencent Holdings reported second-quarter revenue of 184.5 billion yuan, a 15% year-on-year increase, with net profit rising 17% to 55.63 billion yuan [2] Group 4 - The International Energy Agency (IEA) forecasts a record oversupply in the global oil market next year, with OECD countries showing resilient oil demand due to lower prices [4] - Global crude processing is expected to reach an all-time high in August, with observable oil inventories hitting a 46-month peak in June [4] Group 5 - The U.S. stock market saw significant gains, with the Dow Jones and S&P 500 reaching new historical highs, driven by expectations of interest rate cuts by the Federal Reserve [5] - The Nasdaq China Golden Dragon Index rose by 2.08%, with notable increases in shares of companies like Niu Technologies and Pony.ai [5]

每经记者｜裴健如 每经实习编辑｜余婷婷 点评：广汽与华为合作的华望汽车启动40城招募计划，采用"1+N"渠道模式布局，标志着双方在智能电 动车领域的深度协同进入落地阶段。这一动作或强化市场对传统车企智能化转型的预期，尤其对广汽集 团在新能源赛道的战略定位带来积极影响。华为赋能模式再次验证，可能引发二级市场对智能汽车产业 链价值重估。 NO.3 特斯拉奥斯汀Robotaxi服务下月向公众开放 8月13日，特斯拉首席执行官埃隆·马斯克在社交媒体上表示，该公司在奥斯汀的Robotaxi服务将于9月向 公众开放。此前，特斯拉Robotaxi平台已于6月22日在美国得克萨斯州奥斯汀市面向小范围用户启动运 营。在过去一个半月内，特斯拉持续扩大服务覆盖区域并逐步增加乘客数量。 点评：特斯拉Robotaxi服务9月将向奥斯汀公众开放，标志着其自动驾驶商业化进程迈入新阶段。这一 进展可能强化市场对特斯拉技术领先地位的认知，尤其对其FSD系统商业化前景带来实质性验证。自动 驾驶服务落地或引发投资者重新评估智能出行产业链价值，带动相关传感器、高精地图及车路协同企业 关注度提升。 NO.4 保时捷下调2025年经调整税后利润预期 丨 ...

Group 1 - The U.S. stock market saw all three major indices rise, with the Dow Jones up 1.04%, S&P 500 up 0.32%, and Nasdaq up 0.14%, with Nasdaq and S&P 500 reaching new historical highs [4] - Tencent reported a second-quarter revenue of 184.5 billion yuan, a 15% year-on-year increase, and a net profit of 55.6 billion yuan, up 17% year-on-year [17] - The total box office for the summer film season in 2025 surpassed 9 billion yuan, with top films including "Nanjing Photo Studio" and "Langlang Mountain Little Monster" [10] Group 2 - The People's Bank of China reported that as of the end of July, the broad money (M2) balance was 329.94 trillion yuan, a year-on-year increase of 8.8% [8] - The National Development and Reform Commission announced that 188 billion yuan in special bonds for equipment upgrades have been allocated, supporting approximately 8,400 projects across various sectors [9] - The Ministry of Finance and the People's Bank of China jointly released a personal consumption loan subsidy policy, which has been quickly adopted by major state-owned banks [15][16] Group 3 - The international gold futures rose by 0.24%, closing at $3,407.00 per ounce, while silver futures increased by 1.44%, closing at $38.55 per ounce [5] - International oil prices fell, with WTI crude oil down 0.68% to $62.74 per barrel and Brent crude down 0.54% to $65.76 per barrel [6] - European stock indices closed higher, with Germany's DAX up 0.67%, France's CAC40 up 0.66%, and the UK's FTSE 100 up 0.19% [7] Group 4 - GAC Group announced plans to invest 600 million yuan in Huawang Automotive, increasing its stake to 71.43% [19] - Wahaha is investing 1 billion yuan in a new beverage production base in Xi'an, expanding its market presence in the western region [20] - Didi Chuxing confirmed its investment in the autonomous vehicle company "New Stone", which has deployed over 7,500 autonomous vehicles globally [22] Group 5 - Minsheng Insurance increased its stake in Zheshang Bank to 5%, triggering a mandatory disclosure [25][26] - DeepSeek denied rumors regarding the release of its new model DeepSeek R2, clarifying that the information was not accurate [21] - The collaboration between DeepOpen and Arm to establish the OpenHarmony Arm SIG is expected to enhance chip support for the open-source Harmony ecosystem [24]

【导读】业内独家透露华望汽车制造业务，或将落地广汽埃安智能生态工厂 中国基金报记者邱德坤 8月13日晚间，广汽集团公告称，公司控股子公司广汽埃安新能源汽车股份有限公司（以下简称广汽埃安）拟向华望汽车技术（广州）有限公司（以下简 称华望汽车）增资6亿元。 华望汽车是广汽集团与华为深化合作的关键落子，由广汽集团投资设立，华为深度赋能。记者从业内人士处独家获悉，华望汽车的制造业务或将落在广汽 埃安智能生态工厂。 记者从业内人士处获悉，此前市场传闻华望汽车的制造业务，或将落在广汽埃安的某个制造工厂。如今，广汽埃安此举进一步印证了市场传闻。 广汽埃安增资印证市场传闻 8月13日，广汽集团董事会审议通过的议案显示，广汽埃安拟向华望汽车增资6亿元。完成增资后，广汽集团直接持有华望汽车71.43%的股权，通过广汽 埃安间接持有华望汽车28.57%的股权。 | 日 日日かぶ舞台対応(1): | | | --- | --- | | 子包名称 | 子包编号 | | 子包1:F03&F05车型地板分总成线焊装工装设备 | 0692-2520Z3084736/01 | | 子包2:F03&F05车型地板总成线焊装工装设备 | 0692 ...